Shoal Creek PTA

Nonprofit profile at a glance

EIN
330808825
IRS 990-EZ coverage
2017–2024
Forms available
Form 990-EZ 2024, Form 990-N 2012
Location
San Diego, CA, USA
Rating
49
Verdict
MIXED
Rating confidence
Moderate

Reported finances

Revenue
$37,255
Expenses
$16,673
Assets
$54,054

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

Leadership & pay

3 people listed

Executive titles in this filing

  • JENNIFER BASINGER (President)

People named in this filing

  • JENNIFER BASINGER (President)
  • JENNIFER ASHBAUGH (Secretary)
  • MARTIN ALBERTS (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

To support and enhance the educational excellence of shoal creek elementary school by involving parents in the acedemic growth of their children acknowledging the excellence of teachers and students and providing educational programs and classroom materials.

What it reported doing in 2024

Provided for various programs and supplies to enhance the educational experience of shoal creek elementary school students.

Operating model

Revenue model
Other-operating. 97% 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 revenue has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 24
  • Transparency & Controls: 82
  • Sustainability: 72
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 39.2%; rating input score 39
  • 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: 55.2%; rating input score 92; 92nd percentile among comparable filings
  • Total-asset coverage ratio: 3.24; rating input score 76; 76th 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: Limited
  • Revenue growth: -2.9% per year; rating input score 0; 40th percentile among comparable filings
  • Asset growth: 6.5% per year; rating input score 100; 63rd percentile among comparable filings

Details

  • Where the money goes: 39.2% of revenue deployed
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment
  • Leadership: top reported pay $0 · 3 people listed
  • Consistency: 5 of 5 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 7 filing years from 2017 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.

  • Moderate — Financial Efficiency: Mission deployment rate scored 39/100.
  • High — Growth: Revenue growth scored 0/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.