PTA California Congress of Parents Teachers & Students Aka Bonsall West PTA
Nonprofit profile at a glance
- EIN
- 203379791
- IRS 990-EZ coverage
- 2012–2024
- Forms available
- Form 990-EZ 2024, Form 990-N 2023
- Location
- Oceanside, CA, USA
- Rating
- 68
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
Reported finances
- Revenue
- $51,507
- Expenses
- $32,615
- Assets
- $20,076
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
7 people listed
Executive titles in this filing
- Liz Dale (President)
- Stacy Serafine (Executive Vice President)
- Athena Dhawan (Vice President)
- Stefanie Holmes (Vice President)
People named in this filing
- Liz Dale (President)
- Stacy Serafine (Executive Vice President)
- Athena Dhawan (Vice President)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
See schedule O
What it reported doing in 2024
We provide funding for programs such as bookfairs spiritwear STREAM and Multicultural Night for all students
Operating model
- Revenue model
- Other-operating. 82% of the money available for current operations came from other operating revenue.
- Distribution model
- Hybrid. The nonprofit split its reported program spending across 55% for direct work, and 45% for grants.
The verdict
SUPPORTED - The filed numbers largely add up and a large share of total spending goes to programs. A relatively small share of available resources goes toward mission work and program spending has declined or grown slowly.
Rating breakdown
- Financial Efficiency: 63
- Transparency & Controls: 82
- Sustainability: 57
- Growth: 20
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 51.9%; rating input score 52
- Program expense ratio: 82%; rating input score 82
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 36.7%; rating input score 85; 85th percentile among comparable filings
- Total-asset coverage ratio: 0.62; rating input score 34; 34th percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: -15.2% per year; rating input score 0; 21st percentile among comparable filings
- Revenue growth: -3% per year; rating input score 0; 40th percentile among comparable filings
- Asset growth: 3.2% per year; rating input score 100; 51st percentile among comparable filings
Details
- Where the money goes: 51.9% of revenue deployed · 82% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 3 filed program accomplishments · $27K in reported program spending
- Leadership: top reported pay $0 · 7 people listed
- Consistency: 8 of 8 current checks pass
- Schedules: 3 filed schedules
- Filing history: 9 filing years from 2012 to 2024
- Contacts: How to reach this organization
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Review — Financial Efficiency: Mission deployment rate scored 52/100.
- High — Growth: Program expense growth scored 0/100.
- High — Growth: Revenue growth scored 0/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 34/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.