PTA Sonora Elementary CA Congress of Parents and Teachers Inc

Nonprofit profile at a glance

EIN
237032735
IRS 990-EZ coverage
2016–2024
Forms available
Form 990-EZ 2024, Form 990-N 2010
Location
Costa Mesa, CA, USA
Phone
7144247955
Rating
80
Verdict
STRONG
Rating confidence
Moderate

Official website

Reported finances

Revenue
$70,006
Expenses
$65,385
Assets
$49,967

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

Leadership & pay

11 people listed

Executive titles in this filing

  • Joni Bronfeld (President)
  • Dori Arbour (Vice President)

People named in this filing

  • Joni Bronfeld (President)
  • Dori Arbour (Vice President)
  • Kim Hackler (VP Programs)

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 partner with Sonora Elementary School 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

Facilitate opportunities to enhance the school, family and community experience through grade level programs, musical theater, bookfair, yearbook, band and other family events.

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 total assets are small relative to annual expenses; liquid coverage is unknown.

Rating breakdown

  • Financial Efficiency: 79
  • Transparency & Controls: 82
  • Sustainability: 45
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 77.2%; rating input score 77
  • Program expense ratio: 82.6%; rating input score 83

Transparency & Controls

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

Sustainability

  • Operating margin: 6.6%; rating input score 57; 57th percentile among comparable filings
  • Total-asset coverage ratio: 0.76; rating input score 39; 39th 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: 0.4% per year; rating input score 100; 49th percentile among comparable filings
  • Revenue growth: 5.1% per year; rating input score 100; 71st percentile among comparable filings
  • Asset growth: 17.4% per year; rating input score 100; 84th percentile among comparable filings

Details

  • Where the money goes: 77.2% of revenue deployed · 82.6% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 2 filed program accomplishments · $54K in reported program spending
  • Leadership: top reported pay $0 · 11 people listed
  • Consistency: 6 of 6 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 8 filing years from 2016 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.

  • Review — Sustainability: Operating margin scored 57/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 39/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.