PTA California Congress of Parents Teachers & Students Inc Aka Willard Middle School PTA
Nonprofit profile at a glance
- EIN
- 946174782
- IRS 990-EZ coverage
- 2015–2024
- Forms available
- Form 990 2020, Form 990-EZ 2024, Form 990-N 2013
- Location
- Berkeley, CA, USA
- Phone
- 5106446330
- Rating
- 68
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
Reported finances
- Revenue
- $135,056
- Expenses
- $119,920
- Assets
- $68,443
- Liabilities
- $0
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
9 people listed
Executive titles in this filing
- Scott Hofmeister (President)
People named in this filing
- Scott Hofmeister (President)
- Kate Jordan (Treasurer)
- Maggie Robinson (Secretary)
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
Willard Middle School's Parent Teacher Association's primary purpose is to help each student in our public school reach their full potential through support and advocacy for student and teacher needs.
What it reported doing in 2024
Support for classroom (via 41 teacher grants) and program (e.g., theatre, art, math, PE) supplies and enrichment. Also includes support for teacher training, staff support and appreciation, and student incentives.
Operating model
- Revenue model
- Donor-supported. 64% of the money available for current operations came from contributions and gifts.
- Distribution model
- Grant intermediary. The nonprofit sent 99% of its reported program spending out as grants.
The verdict
SUPPORTED - The filed numbers largely add up and program spending has grown recently. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.
Rating breakdown
- Financial Efficiency: 42
- Transparency & Controls: 100
- Sustainability: 57
- Growth: 80
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 40.2%; rating input score 40
- Program expense ratio: 45.2%; rating input score 45
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
Sustainability
- Operating margin: 11.2%; rating input score 60; 60th percentile among comparable filings
- Total-asset coverage ratio: 0.57; rating input score 41; 41st 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: 3.4% per year; rating input score 100; 41st percentile among comparable filings
- Revenue growth: 1.6% per year; rating input score 100; 29th percentile among comparable filings
- Asset growth: -3.3% per year; rating input score 0; 19th percentile among comparable filings
Details
- Where the money goes: 40.2% of revenue deployed · 45.2% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 8 filed program accomplishments · $54K in reported program spending
- Leadership: top reported pay $0 · 9 people listed
- Consistency: 9 of 9 current checks pass
- Schedules: 3 filed schedules
- Filing history: 6 filing years from 2015 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.
- Moderate — Financial Efficiency: Mission deployment rate scored 40/100.
- Moderate — Financial Efficiency: Program expense ratio scored 45/100.
- High — Growth: Asset growth scored 0/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 41/100.