Stanley Middle School PTA Parent Teacher Association
Nonprofit profile at a glance
- EIN
- 942627356
- IRS 990 coverage
- 2012–2024
- Forms available
- Form 990 2024
- Location
- Lafayette, CA, USA
- Phone
- 9259273530
- Rating
- 80
- Verdict
- STRONG
- Rating confidence
- Moderate
Reported finances
- Revenue
- $324,865
- Expenses
- $323,897
- Assets
- $261,364
- Liabilities
- $0
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
13 people listed
Executive titles in this filing
- Jana Hattersley (President)
People named in this filing
- Jana Hattersley (President)
- Jennie Dobies (VP School Prgms)
- Don Delco (Executive VP)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
The Mission of the Stanley Middle School PTA follows the mission of the national PTA organization. PTA (Parent Teacher Association) was founded in 1897 during a time when children worked in factories, mines, and in the streets. Co-founder Alice McLellan Birney helped drive the program nationwide with the philosophy: "Let us have no more croaking as to what cannot be done; let us see what can be done, and above all see that it is done." Today, PTA's mission is to1. To promote the welfare of children and youth in home, school, community and place of worship 2. To raise the standards of home life 3. To secure adequate laws for the care and protection of children and youth 4. To bring into closer relation the home and the school, that parents and teachers may cooperate intelligently in the education of children and youth 5. To develop between educators and the general public such united efforts as will secure for all children and youth the highest advantages in physical, mental, social, an
What it reported doing in 2024
Academic, classroom & site support---------------------the pta supports the staff and faculty by supplementing nearly all grade levels with special programs, materials and supplies outside the regular scope of grade requirements. This includes supporting teachers by enabling them to purchase class supplies and books to supplement school resources, and supporting library and technology programs at the school by purchasing additional materials. Books, periodicals, computers and software are utilized by various students at all grade levels.
Operating model
- Revenue model
- Earned-program. 61% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Direct operator. The filing allocates 83% 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: 86
- Transparency & Controls: 84
- Accountability: 88
- Sustainability: 47
- Growth: 0
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 96.8%; rating input score 97
- Program expense ratio: 96.4%; rating input score 96
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 90%; rating input score 90; 9th percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: 85.1%; rating input score 85; 50th percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
- Governance controls: 5 of 7 controls in place; rating input score 71
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: NotApplicable
- Other executive compensation review process: NotApplicable
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Missing
- Independent financial-statement audit: Fail
Sustainability
- Operating margin: 0.3%; rating input score 40; 40th percentile among comparable filings
- Total-asset coverage ratio: 0.81; rating input score 35; 35th percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 80; 80th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 69; 69th percentile among comparable filings
Growth
- Program expense growth: -7.5% per year; rating input score 0; 13th percentile among comparable filings
- Revenue growth: -4.9% per year; rating input score 0; 10th percentile among comparable filings
- Asset growth: -3.8% per year; rating input score 0; 13th percentile among comparable filings
Details
- Where the money goes: 96.8% of revenue deployed · 96.4% of spending went to programs
- Governance: 13 of 13 board members independent · 5 of 7 filing controls reported
- Programs: 4 filed program accomplishments · $312K in reported program spending
- Leadership: top reported pay $0 · 13 people listed
- Consistency: 17 of 18 current checks pass · 1 finding to review
- Schedules: 5 filed schedules · includes major donors and grants
- Filing history: 13 filing years from 2012 to 2024
- Contacts: How to reach this organization
- Money network: 1 filed money-flow record
- Related organizations: 1 filed related-organization link
- 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.
- Moderate — Sustainability: Operating margin scored 40/100.
- Review — Accountability: Governance controls: Independent financial-statement audit not reported.
- High — Growth: Asset growth scored 0/100.
- Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.
- Moderate — Sustainability: Total-asset coverage ratio scored 35/100.