PTA California CONGRESS OF PARENTS TEACHERS & STUDENTS INC Alice McLellan Birney Elementary PTA

Nonprofit profile at a glance

EIN
956204068
IRS 990-EZ coverage
2024–2024
Forms available
Form 990-EZ 2024, Form 990-N 2023
Location
Long Beach, CA, USA
Phone
2138049305
Rating
76
Verdict
SUPPORTED
Rating confidence
Moderate

Reported finances

Revenue
$35,490
Expenses
$29,386
Assets
$20,129
Liabilities
$0

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

Leadership & pay

6 people listed

Executive titles in this filing

  • Shannon Kerr (President)

People named in this filing

  • Shannon Kerr (President)
  • James Okoya-Koren (Treasurer)
  • Maria Rodriguez (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

To promote the collaboration and engagement of families and educators in the education of children and youth and to engage the public in united efforts to secure the physical, mental, emotional, spiritual, and social well-being of all children and youth. Our PTA is focused on these goals at Birney Elementary school in Long Beach, California.

What it reported doing in 2024

Among other programs, we provided decor, chairs, and gift bags for graduating 5th graders and ascending pre-k and kindergarten students; we provided free popsicles to students on the last day of school; we provided free toiletries to students going to our school district's outdoor camp; we hosted two movie nights to bring families and teachers together in a social setting; and we hosted a teacher appreciation breakfast.

Operating model

Revenue model
Other-operating. 93% of the money available for current operations came from other operating revenue.
Distribution model
Direct operator. The filing allocates 98% 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

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Total assets are small relative to annual expenses; liquid coverage is unknown and reported officer compensation is a large share of total spending, which may reflect staffing concentration.

Rating breakdown

  • Financial Efficiency: 81
  • Transparency & Controls: 82
  • Sustainability: 58
  • Growth: NotEnoughData

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 75.2%; rating input score 75
  • Program expense ratio: 90.8%; rating input score 91

Transparency & Controls

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

Sustainability

  • Operating margin: 17.2%; rating input score 70; 70th percentile among comparable filings
  • Total-asset coverage ratio: 0.68; rating input score 37; 37th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 68; 68th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: Limited
  • Revenue growth: Limited
  • Asset growth: Limited

Details

  • Where the money goes: 75.2% of revenue deployed · 90.8% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 4 filed program accomplishments · $27K in reported program spending
  • Leadership: top reported pay $0 · 6 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 3 filed schedules
  • 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 — Sustainability: Total-asset coverage ratio scored 37/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.