Pta California Congress of Parents Teachers & Students Inc

Nonprofit profile at a glance

EIN
680471902
IRS 990 coverage
2020–2024
Forms available
Form 990 2024, Form 990-EZ 2015
Location
Moraga, CA, USA
Phone
9253764441
Rating
83
Verdict
STRONG
Rating confidence
Moderate

Reported finances

Revenue
$62,639
Expenses
$65,600
Assets
$120,741
Liabilities
$0

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

12 people listed

Executive titles in this filing

  • DAWN NOVAK (PRESIDENT)
  • KATIE SPROUL (VICE PRESIDENT - FUNDRAISING)
  • MODJEH DAVARI (ASST VICE PRESIDENT - FUNDRAISING)
  • CHI MESA (ASST VICE PRESIDENT - COMMUNITY & LEADERSHIP)
  • MODJEH DAVARI (VICE PRESIDENT - COMMUNITY/LEADERSHIP)
  • STEPHANIE SLANEY (VICE PRESIDENT - COMMUNICATIONS)

People named in this filing

  • DAWN NOVAK (PRESIDENT)
  • KATIE SPROUL (VICE PRESIDENT - FUNDRAISING)
  • MODJEH DAVARI (ASST VICE PRESIDENT - FUNDRAISING)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The mission of the donald l. Rheem elementary school pta follows the mission of the national pta organization. The pta was founded in 1897 during a time when children worked in factories, mines and in the streets. Co-founder alice mclennan birney helped drive the program nationwide with the philosophy "let us have no more croaking as to what cannot be done; let us see what can be done, and above all see that it is done." today's pta mission is (1) to promote the welfare of children at home, school and community and pace or worship, (2) to raise the standards of home life, (3) to secure adequate laws for the care and protection of children and youth, (4) to bring into closer relation the home and the school that parents and teachers may cooperate intellegently in the education of children, and (5) to develop between educators and the general public such united efforts as will secure for all children the highest advantages in physical, mental, social and spiritual education.

What it reported doing in 2024

Enrichments/assemblies: assemblies held thoughout the year provide educational enrichment for all students attending rheen elementary school. Additional enrichment funds supplemented nearly all grade levels with special programs, materials and supplies outside the regular scope of grade requirements. Pta also supported teachers by enabling them to purchase class supplies and books to supplement school resources. Additional, pta suported and organized activities for other educationl progrms, such as living history and summer reading. Library and technology: the pta supports library and technology programs at the sch0ol by purchasing additional materials. Books, periodicals, computers and software are utilized by various students at all grade levels. Hot lunch and other programs: additional program services include (1) funding programs for needy students, (2) funding safety materials for school use, (3) supporting parent education programs and materials which enable volunteers to provide for and communicate with students, and (4) providing financial support for the school's hot lunch program. Library and technology: the pta supports library and technology programs at the school by purchasing additional materials. Books, periodicals, computers and software are utilized by various students at all grade levels. Hot lunch and other programs: additional program services include (1) funding programs for needy students, (2) funding saftety materials for school use, (3) supporting parent education programs and materials which enable volunteers to provide for and communicagte with students, and (4) support for the school's hot lunch program.

Operating model

Revenue model
Other-operating. 96% of the money available for current operations came from other operating revenue.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Revenue has declined or grown slowly and some filing-based governance responses are negative or unanswered.

Rating breakdown

  • Financial Efficiency: 83
  • Transparency & Controls: 90
  • Accountability: 88
  • Sustainability: 48
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 95%; rating input score 95
  • Program expense ratio: 90.7%; rating input score 91
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
  • Governance controls: 5 of 7 controls in place; rating input score 71
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: -4.7%; rating input score 50; 50th percentile among comparable filings
  • Total-asset coverage ratio: 1.84; rating input score 33; 33rd percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 69; 69th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 60; 60th percentile among comparable filings

Growth

  • Program expense growth: 17.7% per year; rating input score 100; 83rd percentile among comparable filings
  • Revenue growth: -11.9% per year; rating input score 0; 29th percentile among comparable filings
  • Asset growth: 6.7% per year; rating input score 100; 72nd percentile among comparable filings

Details

  • Where the money goes: 95% of revenue deployed · 90.7% of spending went to programs
  • Governance: 128 of 128 board members independent · 5 of 7 filing controls reported
  • Programs: 1 filed program accomplishment · $60K in reported program spending
  • Leadership: top reported pay $0 · 12 people listed
  • Consistency: 19 of 19 current checks pass
  • Schedules: 4 filed schedules
  • Filing history: 5 filing years from 2020 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.

  • High — Growth: Revenue growth scored 0/100.
  • Review — Accountability: Governance controls: Independent financial-statement audit not reported.
  • Review — Sustainability: Operating margin scored 50/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 33/100.