Southshore Elementary PTA

Nonprofit profile at a glance

EIN
900403835
IRS 990-EZ coverage
2018–2024
Forms available
Form 990-EZ 2024, Form 990-N 2017
Location
Menifee, CA, USA
Phone
9518301664
Rating
70
Verdict
SUPPORTED
Rating confidence
Moderate

Reported finances

Revenue
$35,416
Expenses
$33,697
Assets
$26,689

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

Leadership & pay

4 people listed

Executive titles in this filing

  • Katie Wiemann (President)

People named in this filing

  • Katie Wiemann (President)
  • Vanessa Montana (Secretary)
  • Kayla Richardson (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 empower all students to achieve their maximum potential by fostering an engaging, inspiring, challenging, and compassionate learning environment.

What it reported doing in 2024

School Improvement - Southshore Elementry PTA

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
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 - The filed numbers largely add up and a large share of available resources goes toward mission work. Revenue has declined or grown slowly and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 63
  • Transparency & Controls: 82
  • Sustainability: 44
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 61.9%; rating input score 62
  • Program expense ratio: 65%; rating input score 65

Transparency & Controls

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

Sustainability

  • Operating margin: 4.9%; rating input score 54; 54th percentile among comparable filings
  • Total-asset coverage ratio: 0.79; rating input score 40; 40th 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: 5.3% per year; rating input score 100; 63rd percentile among comparable filings
  • Revenue growth: -7.4% per year; rating input score 0; 29th percentile among comparable filings
  • Asset growth: 3.5% per year; rating input score 100; 52nd percentile among comparable filings

Details

  • Where the money goes: 61.9% of revenue deployed · 65% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 3 filed program accomplishments · $22K in reported program spending
  • Leadership: top reported pay $0 · 4 people listed
  • Consistency: 6 of 6 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 5 filing years from 2018 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: Revenue growth scored 0/100.
  • Review — Sustainability: Operating margin scored 54/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 40/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.