San Lorenzo Valley Elementary School Bobcat Club

Nonprofit profile at a glance

EIN
461563199
IRS 990-EZ coverage
2014–2024
Forms available
Form 990 2018, Form 990-EZ 2024
Location
Felton, CA, USA
Phone
8313354475
Rating
46
Verdict
MIXED
Rating confidence
Moderate
Sector
Single Organization Support

Reported finances

Revenue
$160,942
Expenses
$130,835
Assets
$252,589

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

Leadership & pay

5 people listed

Executive titles in this filing

  • BECCA RUBIN (PRESIDENT)
  • COURTNEY MARTIN (VICE PRESIDENT)

People named in this filing

  • BECCA RUBIN (PRESIDENT)
  • COURTNEY MARTIN (VICE PRESIDENT)
  • DYLAN FETZER (CO-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 mission is to enhance student academic excellence, and to provide support to teachers, administration, and staff in fulfilling an educational experience at San Lorenzo Valley Elementary School.

What it reported doing in 2024

YEARBOOK. Students and parents put together a yearbook every year to encourage student engagement and long term memory.

Operating model

Revenue model
Other-operating. 78% of the money available for current operations came from other operating revenue.
Distribution model
Transfer-based 990-EZ. The 990-EZ reports grants or member benefits, but it does not separate enough spending to show the nonprofit’s full delivery mix.

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 some filed totals do not add up.

Rating breakdown

  • Financial Efficiency: 18
  • Transparency & Controls: 82
  • Sustainability: 65
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 29.1%; rating input score 29
  • Program expense ratio: Limited

Transparency & Controls

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

Sustainability

  • Operating margin: 18.7%; rating input score 72; 72nd percentile among comparable filings
  • Total-asset coverage ratio: 1.93; rating input score 79; 79th 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: -11.9% per year; rating input score 0; 13th percentile among comparable filings
  • Revenue growth: -0.6% per year; rating input score 0; 19th percentile among comparable filings
  • Asset growth: 7.4% per year; rating input score 100; 53rd percentile among comparable filings

Details

  • Where the money goes: 29.1% of revenue deployed
  • Governance: Filed governance answers
  • Accomplishments: 3 filed program accomplishments
  • Leadership: top reported pay $0 · 5 people listed
  • Consistency: 4 of 5 current checks pass · 1 finding to review
  • Schedules: 2 filed schedules
  • Filing history: 7 filing years from 2014 to 2024
  • 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 — Financial Efficiency: Mission deployment rate scored 29/100.
  • Moderate — Transparency & Controls: Part I part ii net assets crosscheck did not reconcile in the filed values.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.