William T Newland Pta

Nonprofit profile at a glance

EIN
330332402
IRS 990-EZ coverage
2020–2024
Forms available
Form 990-EZ 2024
Location
Huntington Beach, CA, USA
Phone
7143784200
Rating
80
Verdict
STRONG
Rating confidence
Moderate
Sector
Parent/Teacher Group

Reported finances

Revenue
$116,506
Expenses
$92,580
Assets
$77,398
Liabilities
$1,259

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

Leadership & pay

14 people listed

Executive titles in this filing

  • NICK CHAMBERS (CO-PRESIDENT)
  • KATY ROULETTE (CO-PRESIDENT)

People named in this filing

  • NICK CHAMBERS (CO-PRESIDENT)
  • KATY ROULETTE (CO-PRESIDENT)
  • COURTNEY ZOLLAN (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-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Promote elementary education enrichment.

What it reported doing in 2024

Provide teacher grant reimbursements for materials & supplies, and funding in support educational program activities and computer technology upgrades.

Operating model

Revenue model
Other-operating. 61% of the money available for current operations came from other operating revenue.
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. Assets have declined or grown slowly and total assets are small relative to annual expenses; liquid coverage is unknown.

Rating breakdown

  • Financial Efficiency: 80
  • Transparency & Controls: 82
  • Sustainability: 62
  • Growth: 80

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 72.9%; rating input score 73
  • Program expense ratio: 91.7%; rating input score 92

Transparency & Controls

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

Sustainability

  • Operating margin: 20.5%; rating input score 74; 74th percentile among comparable filings
  • Total-asset coverage ratio: 0.84; rating input score 53; 53rd percentile among comparable filings
  • Liabilities to assets ratio: 0.02; rating input score 39; 39th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings

Growth

  • Program expense growth: 9.2% per year; rating input score 100; 59th percentile among comparable filings
  • Revenue growth: 18% per year; rating input score 100; 81st percentile among comparable filings
  • Asset growth: -4.3% per year; rating input score 0; 17th percentile among comparable filings

Details

  • Where the money goes: 72.9% of revenue deployed · 91.7% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 4 filed program accomplishments · $85K in reported program spending
  • Leadership: top reported pay $0 · 14 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 5 filing years from 2020 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: Asset growth scored 0/100.
  • Review — Sustainability: Total-asset coverage ratio scored 53/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 39/100.