PTA Linda Vista Elementary School CA Congress of Parents & Teachers Inc

Nonprofit profile at a glance

EIN
330046809
IRS 990-EZ coverage
2013–2024
Forms available
Form 990-EZ 2024
Location
Yorba Linda, CA, USA
Phone
7147772111
Rating
76
Verdict
SUPPORTED
Rating confidence
Moderate

Reported finances

Revenue
$170,029
Expenses
$107,728
Assets
$126,037

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

Leadership & pay

10 people listed

Executive titles in this filing

  • Autumn Cohen (President)

People named in this filing

  • Marissa Bellanti (VP3 Fundraising)
  • Stacey Allen (Secretary)
  • Suraiya Bilal (Financial Sec'y)

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 organization's purpose is to provide services, equipment and educational programs and supplies in support and enhancement of quality education and pride in our school and community.

What it reported doing in 2024

Encouraging education, school spirit and family participation with programs such as bookfair, carnival, Holiday Boutique, movie and sport events, school play, family dances, Red Ribbon Week and other family activities.

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

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Program spending has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 73
  • Transparency & Controls: 82
  • Sustainability: 68
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 59.8%; rating input score 60
  • Program expense ratio: 94.3%; rating input score 94

Transparency & Controls

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

Sustainability

  • Operating margin: 36.6%; rating input score 88; 88th percentile among comparable filings
  • Total-asset coverage ratio: 1.17; rating input score 65; 65th 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: -2.5% per year; rating input score 0; 23rd percentile among comparable filings
  • Revenue growth: 0.2% per year; rating input score 100; 22nd percentile among comparable filings
  • Asset growth: 15.7% per year; rating input score 100; 74th percentile among comparable filings

Details

  • Where the money goes: 59.8% of revenue deployed · 94.3% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 3 filed program accomplishments · $102K in reported program spending
  • Leadership: top reported pay $0 · 10 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 11 filing years from 2013 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 — Growth: Program expense growth scored 0/100.