Roy O Andersen Pta

Nonprofit profile at a glance

EIN
237306278
IRS 990-EZ coverage
2011–2025
Forms available
Form 990-EZ 2025
Location
Newport Beach, CA, USA
Phone
9495156935
Rating
81
Verdict
STRONG
Rating confidence
Moderate

Reported finances

Revenue
$127,794
Expenses
$111,568
Assets
$156,631

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

3 people listed

Executive titles in this filing

  • VANESSA SMITH (PRESIDENT)

People named in this filing

  • VANESSA SMITH (PRESIDENT)
  • COURTNEY JOHNSON (TREASURER)
  • KIM GRIMM (VICE-PRESIDE)

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 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

All disbursements are board approved and support educational training for roy o. Andersen elementary school students.

What it reported doing in 2025

The pta raises funds to promote and sponsor activities, provide equipment, supplies, and other needs of the school which are not provided by the school district, in order to enhance the educational experience of all students.

Operating model

Revenue model
Other-operating. 84% of the money available for current operations came from other operating revenue.
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. Program spending has declined or grown slowly and revenue has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 88
  • Transparency & Controls: 82
  • Sustainability: 56
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 83.7%; rating input score 84
  • Program expense ratio: 95.8%; rating input score 96

Transparency & Controls

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

Sustainability

  • Operating margin: 12.7%; rating input score 60; 60th percentile among comparable filings
  • Total-asset coverage ratio: 1.4; rating input score 69; 69th 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: -0.6% per year; rating input score 0; 27th percentile among comparable filings
  • Revenue growth: -1.3% per year; rating input score 0; 14th percentile among comparable filings
  • Asset growth: 7.8% per year; rating input score 100; 52nd percentile among comparable filings

Details

  • Where the money goes: 83.7% of revenue deployed · 95.8% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $107K in reported program spending
  • Leadership: top reported pay $0 · 3 people listed
  • Consistency: 6 of 6 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 15 filing years from 2011 to 2025
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • 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.
  • High — Growth: Revenue growth scored 0/100.