Ulloa Elementary School PTA
Nonprofit profile at a glance
- EIN
- 943281678
- IRS 990-EZ coverage
- 2021–2024
- Forms available
- Form 990 2021, Form 990-EZ 2024
- Location
- San Francisco, CA, USA
- Phone
- 4157592841
- Rating
- 84
- Verdict
- STRONG
- Rating confidence
- Moderate
Reported finances
- Revenue
- $166,982
- Expenses
- $136,982
- Assets
- $223,042
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
6 people listed
Executive titles in this filing
- Wendy Yu (President)
- Shannon Jung (Vice President)
- Connie Li (Vice President)
People named in this filing
- Wendy Yu (President)
- Shannon Jung (Vice President)
- Connie Li (Vice President)
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 promote the welfare and education of children and families at Ulloa Elementary School through support of the Arts, Sciences, Technology, Engineering, Math and other Educational Materials.
What it reported doing in 2024
The PTA provides funds for distance learning technology, extra education materials, PE and computer programs, classroom enrichment activities, field trips and support for school supervised community events.
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
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. No material rating questions were generated from the available inputs.
Rating breakdown
- Financial Efficiency: 87
- Transparency & Controls: 82
- Sustainability: 63
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 80.7%; rating input score 81
- Program expense ratio: 98.4%; rating input score 98
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 18%; rating input score 71; 71st percentile among comparable filings
- Total-asset coverage ratio: 1.63; rating input score 75; 75th 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: 21% per year; rating input score 100; 77th percentile among comparable filings
- Revenue growth: 3.5% per year; rating input score 100; 39th percentile among comparable filings
- Asset growth: 0.5% per year; rating input score 100; 29th percentile among comparable filings
Details
- Where the money goes: 80.7% of revenue deployed · 98.4% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $135K in reported program spending
- Leadership: top reported pay $0 · 6 people listed
- Consistency: 6 of 6 current checks pass
- Schedules: 3 filed schedules
- Filing history: 4 filing years from 2021 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.