Pta California Congress of Parents Teachers & Students Inc

Nonprofit profile at a glance

EIN
943042896
IRS 990-EZ coverage
2022–2024
Forms available
Form 990 2023, Form 990-EZ 2024
Location
San Francisco, CA, USA
Phone
4157592825
Rating
81
Verdict
STRONG
Rating confidence
Moderate

Official website

Reported finances

Revenue
$143,695
Expenses
$128,674
Assets
$279,038
Liabilities
$0

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

Leadership & pay

22 people listed

Executive titles in this filing

  • MONIQUE SAN MIGUEL (PRESIDENT 2024-25)
  • VACANT (EXECUTIVE VICE PRESIDENT)

People named in this filing

  • MONIQUE SAN MIGUEL (PRESIDENT 2024-25)
  • VACANT (EXECUTIVE VICE PRESIDENT)
  • COURTNEY POHL (CHAIR, MEMBERSHIP COMM 2024-25)

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

The pta is a non-profit organization of lakeshore parents, relatives, staff and community members dedicated to ensuring academic, creative, emotional, physical, and social enrichment and creating the best environment for our children.

What it reported doing in 2024

Provide classroom and school support to all students through purchase of supplies, educational materials, etc., for teachers, library, support staff, etc., supplementing the school district budget, serving all (estimated 416) students during the 2024-25 school year

Operating model

Revenue model
Donor-supported. 98% of the money available for current operations came from contributions and gifts.
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. Program spending has declined or grown slowly and revenue has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 87
  • Transparency & Controls: 82
  • Sustainability: 68
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 83.6%; rating input score 84
  • Program expense ratio: 93.4%; rating input score 93

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 10.5%; rating input score 59; 59th percentile among comparable filings
  • Total-asset coverage ratio: 2.17; rating input score 82; 82nd percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 76; 76th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings

Growth

  • Program expense growth: -11.7% per year; rating input score 0; 14th percentile among comparable filings
  • Revenue growth: -2.2% per year; rating input score 0; 14th percentile among comparable filings
  • Asset growth: 4.1% per year; rating input score 100; 41st percentile among comparable filings

Details

  • Where the money goes: 83.6% of revenue deployed · 93.4% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 4 filed program accomplishments · $120K in reported program spending
  • Leadership: top reported pay $0 · 22 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 2 filing years from 2022 to 2024
  • Contacts: How to reach this organization
  • Money network: Resolved incoming and outgoing counterparties from filed money flows.
  • 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: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • Review — Sustainability: Operating margin scored 59/100.