Lincoln Elementary School PTA EIN 81-0635510 Form 990 (PDF) Claim this org

Lincoln Elementary School PTA

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Funds school art, science, PE, technology, and teacher needs. For fiscal year 2025 it reported $296K in revenue, $264K in expenses, and $314K in net assets.Pt I

Type
Public charity (501(c)(3)) · Nonprofit
Location
Corona Dl Mar, CA
Filings
5 on file (2021–2025)
Revenue
$296KFY2025
Expenses
$264K
Net assets
$314K
People
12
Filings
5
Updates
0
More identity details & actions ⌄
EIN  81-0635510 Public charity (501(c)(3)) Corona Dl Mar, CA
Form 990 (PDF)
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Size
$100K–1M
What they do
Funds school art, science, PE, technology, and teacher needs.
Leadership
Casey Pantoja · President
Money in and out
$296K revenue, $264K expenses
Bottom line
16% program efficiency
Where the money goes · FY2025
Total revenue
$296K
Pt VIII · Ln 12
Total expenses
$264K
Pt IX · Ln 25
Net assets
$314K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $32K
Where spending went · Part IX cols B–D
Program services $0.16 Management & general $0.84
Program efficiency
16%
of spending reaches programs▼ -50% vs prior filing year
Operating runway
14.3mo
months of highly liquid reserves at operating expense rate▼ -53% vs prior filing year
Surplus margin
+11%
revenue over expenses, this year▼ -82% vs prior filing year

Summary of the Filing

Part I · fiscal year 2025 · Form 990
Revenue
$296K
FY2025▲ +3%
Expenses
$264K
FY2025▲ +138%
Total assets
$314K
FY2025▲ +11%
Total liabilities
$0
FY2025
Total revenue
$296K
Pt VIII · Ln 12
Total expenses
$264K
Pt IX · Ln 25
Net assets
$314K
Pt X · Ln 32
Revenue less expensesPt I · Ln 19$32K
Total assetsPt X · Ln 16$314K
Program-expense ratioPt IX · col B16%
Voting members of governing bodyPt I · Ln 312
Independent voting membersPt I · Ln 4pending
Mission & Programs · Part III

Where the work happens

1 program service account for $41K of program spending, described in the organization's own filed words · FY2024.
01

Lincoln Elementary School PTA provides funds for art, science, physical education, technology, part-time teachers, and other basic educational needs of Abraham Lincoln Elementary School, a public school with approximately 350 students.

$41Kprogram expense

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Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CLincoln Elementary School PTA
EINHdr · item D81-0635510
Principal addressHdr · item CCorona Dl Mar, CA
WebsiteHdr · item Jnone reported
Year of formationHdr · item Lpending
State of legal domicileHdr · item MCA
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFNonprofit
Ruling yearIRS BMFNov 1943

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a12
Independent voting membersPt VI · Ln 1bpending
Conflict-of-interest policyPt VI · Ln 12aNo
Whistleblower policyPt VI · Ln 13No
Document retention policyPt VI · Ln 14No
CEO/top-official compensation independently reviewedPt VI · Ln 15aNo
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
President
$0Pt VII · Sec A
Executive VP
$0Pt VII · Sec A
1st VP Tlc
$0Pt VII · Sec A
2nd VP Comm
$0Pt VII · Sec A
Fin Secretary
$0Pt VII · Sec A
4th VP Comm
$0Pt VII · Sec A
Rec Secretary
$0Pt VII · Sec A
Paper Fin Sec
$0Pt VII · Sec A
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Statement of Revenue

Part VIII
Contributions & grants$209K · 71%
Other revenue$86K · 29%
Contributions & grants71%$209K
Other revenue29%$86K
Investment income$16
Total revenueLn 12$296K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.16 Management & general $0.84
Program services16%$41K
Management & general84%$223K
Total functional expensesLn 25$264K

Balance Sheet

Part X · end of year
CashLn 1$314K
Total assetsLn 16$314K
Total liabilitiesLn 26$0
Total net assetsLn 32$314K
Months of cash on handcomputed14.3

Financial Metrics

Form 990 · FY2025 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $314K · Operating expenses/yr $264K
14.3 months
Where the money goes
Program services
Program services $41K · Total expenses $264K
16%
Management & General
Management & general $223K · Total expenses $264K
84%
Fundraising
Fundraising $0 · Total expenses $264K
0%
Cost to raise $1
Fundraising expense (3-yr avg) $1K · Solicited contributions (3-yr avg) $157K
$0.01 to raise $1 (3-yr avg)
Where the money comes from
Contribution dependence
Contributions & grants $209K · Total revenue $296K
71%
Government reliance
Government grants — · Total revenue $296K
Earned-income share
Program service revenue $0 · Total revenue $296K
0%
Investment reliance
Investment income $16 · Total revenue $296K
<0.01%
Program self-sufficiency
Program service revenue $0 · Total expenses $264K
0%
Growth & trend
Revenue growth (YoY)
This year $296K · Prior year $286K
+3%
Revenue CAGR
FY2020 $62K · FY2024 $296K
+47%
Net-asset trend (YoY)
End of year $314K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $296K · Expenses $264K
+11%
Liabilities-to-Assets
Total liabilities — · Total assets $314K
Net-asset ratio
Net assets $314K · Total assets $314K
100%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) $0 · Other securities (Pt X, ln 12) $0 · Total assets (Pt X, ln 16) $314K
0%
People & payroll
Highest Reported Total Compensation
Individual Casey Pantoja · Reported title President · Highest reported compensation $0 · Total expenses $264K
0%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $218K · Total expenses $264K
83%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 16%
Overhead ratio 84%
Fundraising cost ratio 0%
Revenue growth 3%
Investment management fee ratio 0%
Legal fee ratio 0%
Accounting fee ratio 0.2%
Fundraising fee ratio 0%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2025 (Latest)$296K revenue · viewing · ⤓ 990 PDF
FY2024$286K revenue · ⤓ 990 PDF
FY2023$138K revenue · ⤓ 990 PDF
FY2022$184K revenue · ⤓ 990 PDF
FY2021$62K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2025IRS
Classification, formation year, addressIRS Business Master File
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