William L Valentine Elementary School Parent Teacher Association

Nonprofit profile at a glance

EIN
956206468
IRS 990 coverage
2010–2024
Forms available
Form 990 2024, Form 990-EZ 2020
Location
San Marino, CA, USA
Phone
6262997090
Rating
82
Verdict
STRONG
Rating confidence
Moderate

Reported finances

Revenue
$369,076
Expenses
$395,927
Assets
$478,087
Liabilities
$910

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

Leadership & pay

16 people listed

Executive titles in this filing

  • Kim Wong (President)

People named in this filing

  • Kim Wong (President)
  • Dania Sigler (Exec. VP)
  • Melanie Henry (1st VP-Programs)

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

To promote the education and welfare of the students, parents and teachers of the William L. Valentine Elementary School.

What it reported doing in 2024

PTA events supported the education and welfare of 670 students, parents, 71 certificated teachers and staff (including Special ED, ELD, Speech, PE, Counselor) of the William L. Valentine Elementary School. PTA supported and/or sponsored events for the 24-25 academic year included Fall Fair, Book Fair, Read-A-Thon, Engineering Fair, Jog-A-Thon, Doughnuts at Dawn, Lunar New Year, Reflections, Staff Appreciation, and Winter & Spring Music performance. Additionally, PTA continued their support through programs including Directory, Health Service Supplies, Heart of Gold Awards, Logo Spirit Wear, PE Supplemental Supplies, Music Program, Art Program, Red Ribbon Week, Classroom Subscriptions, Teachers Wishlist, Staff Appreciation Yearbooks, and Library Supplies. Total Volunteer hours totalled 47280The 24-25 Valentine PTA Allocations Committee recommended, and subsequently the Association agreed, to allocate money to School-wide Technology upgrades, Playground Improvements, Field Trips, New School Graphics, Safety Equipment, PBIS Incentives, STEAM Class Enrichment, TK/Kinder Play Area improvement, as well as to Specialists Costs of Employment for the 2024-2025 academic year. These funds are being held in the Valentine Elementary PTA bank account until further direction from the district is received.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Cannot be determined from the filing. The program-spending lines do not add up, so the filing cannot show reliably whether the nonprofit works directly or through others.
  • Includes noncash contributions: Reported contributions include donated property or goods.

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: 88
  • Transparency & Controls: 86
  • Accountability: 88
  • Sustainability: 40
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 97.8%; rating input score 98
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 92.9%; rating input score 93; 25th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • 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: -7.3%; rating input score 26; 26th percentile among comparable filings
  • Total-asset coverage ratio: 1.21; rating input score 46; 46th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 54; 54th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 69; 69th percentile among comparable filings

Growth

  • Program expense growth: -2.5% per year; rating input score 0; 22nd percentile among comparable filings
  • Revenue growth: -0.1% per year; rating input score 0; 23rd percentile among comparable filings
  • Asset growth: 7.5% per year; rating input score 100; 57th percentile among comparable filings

Details

  • Where the money goes: 100% of revenue deployed · 97.8% of spending went to programs
  • Governance: 16 of 16 board members independent · 5 of 7 filing controls reported
  • Programs: 1 filed program accomplishment · $387K in reported program spending
  • Leadership: top reported pay $0 · 16 people listed
  • Consistency: 19 of 20 current checks pass · 1 finding to review
  • Schedules: 5 filed schedules · includes major donors
  • Filing history: 13 filing years from 2010 to 2024
  • Contacts: How to reach this organization
  • Money network: Resolved incoming and outgoing counterparties from filed money flows.
  • 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.
  • High — Sustainability: Operating margin scored 26/100.
  • Review — Accountability: Governance controls: Independent financial-statement audit not reported.
  • Moderate — Transparency & Controls: Schedule A contributions reconciliation did not reconcile in the filed values.
  • Moderate — Sustainability: Total-asset coverage ratio scored 46/100.
  • Review — Sustainability: Liabilities to assets ratio scored 54/100.