Pta California Laguna Middle School

Nonprofit profile at a glance

EIN
770072330
IRS 990-EZ coverage
2009–2023
Forms available
Form 990-EZ 2023
Location
San Luis Obispo, CA, USA
Phone
8055964055
Rating
86
Verdict
STRONG
Rating confidence
Moderate

Reported finances

Revenue
$23,664
Expenses
$56,111
Assets
$27,399

Source: IRS Form 990-EZ. Selected filing: tax year 2023. Amounts in USD.

Leadership & pay

4 people listed

Executive titles in this filing

  • GREG GILLETT (PRESIDENT)
  • KENDRA WILLIAMS (Vice President)

People named in this filing

  • GREG GILLETT (PRESIDENT)
  • HEATHER ARNOLD (TREASURER)
  • SHELLY BOISMENU (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 2023. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Student and teacher support, classroom enrichment and educational supplies.

What it reported doing in 2023

The pta provides support to teachers, students, and the well being of the classroom with supplies and financial support to meet the needs and goals of the laguna middle school site council plan. A majority of our teachers directly benefit as funds raised go to special requests and projects for the year such as: equipment and materials for various classes, books for the library, and repairs and maintenance for band equipment. In addition, students benefit from supplies for various clubs, special celebration for all english learners, interactive notebooks and planners for all students, and assemblies geared for the well being and benefit of all students.

Operating model

Revenue model
Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
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. Expenses are high relative to revenue and revenue has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 100
  • Transparency & Controls: 82
  • Sustainability: 18
  • Growth: 40

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 99%; rating input score 99

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: -137.1%; rating input score 7; 7th percentile among comparable filings
  • Total-asset coverage ratio: 0.49; rating input score 29; 29th percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 7.3% per year; rating input score 100; 67th percentile among comparable filings
  • Revenue growth: -1% per year; rating input score 0; 49th percentile among comparable filings
  • Asset growth: -2.3% per year; rating input score 0; 31st percentile among comparable filings

Details

  • Where the money goes: 100% of revenue deployed · 99% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $56K in reported program spending
  • Leadership: top reported pay $0 · 4 people listed
  • Consistency: 6 of 6 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 12 filing years from 2009 to 2023
  • 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 — Sustainability: Operating margin scored 7/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Total-asset coverage ratio scored 29/100.
  • High — Growth: Asset growth scored 0/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.