Pta California Congress of Parents Teachers & Students Inc Mcnear School Pt A

Nonprofit profile at a glance

EIN
946184068
IRS 990-EZ coverage
2009–2024
Forms available
Form 990-EZ 2024
Location
Petaluma, CA, USA
Rating
41
Verdict
MIXED
Rating confidence
Moderate

Reported finances

Revenue
$146,568
Expenses
$95,140
Assets
$121,425

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

Leadership & pay

9 people listed

Executive titles in this filing

  • Laura Whalen (Executive Vice President)
  • Robin Semmelhack (President)

People named in this filing

  • Laura Whalen (Executive Vice President)
  • Kara Sherrill (Parliamentarian)
  • Jean Nelson (Treasurer)

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 McNear School Parent Teacher Association is a child advocacy organization that connects parents teachers and administrators in supporting our students and schools needs. We strive to create a safe and inclusive learning community for all students.

What it reported doing in 2024

Student and School Success - Funding for School Programs Faculty Support Instr uctional Materials School Activities Field trips Classroom Supplies Curriculu m Development Staff Development and Student Support Programs.

Operating model

Revenue model
Other-operating. 78% of the money available for current operations came from other operating revenue.
Distribution model
Direct operator. The filing allocates 95% 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

MIXED - The filed numbers largely add up and revenue comfortably covers expenses. 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: 8
  • Transparency & Controls: 82
  • Sustainability: 68
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 6.6%; rating input score 7
  • Program expense ratio: 10.3%; rating input score 10

Transparency & Controls

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

Sustainability

  • Operating margin: 35.1%; rating input score 87; 87th percentile among comparable filings
  • Total-asset coverage ratio: 1.28; rating input score 67; 67th percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings

Growth

  • Program expense growth: -3.7% per year; rating input score 0; 21st percentile among comparable filings
  • Revenue growth: -1.8% per year; rating input score 0; 15th percentile among comparable filings
  • Asset growth: 0.6% per year; rating input score 100; 29th percentile among comparable filings

Details

  • Where the money goes: 6.6% of revenue deployed · 10.3% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 3 filed program accomplishments · $10K in reported program spending
  • Leadership: top reported pay $0 · 9 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 16 filing years from 2009 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 — Financial Efficiency: Mission deployment rate scored 7/100.
  • High — Financial Efficiency: Program expense ratio scored 10/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.