Anna Maria Elementary PTO

Nonprofit profile at a glance

EIN
592447411
IRS 990-EZ coverage
2010–2025
Forms available
Form 990-EZ 2025
Location
Holmes Beach, FL, USA
Phone
7276928575
Rating
85
Verdict
STRONG
Rating confidence
Moderate
Sector
Parent/Teacher Group

Reported finances

Revenue
$187,965
Expenses
$149,445
Assets
$227,244

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

5 people listed

Executive titles in this filing

  • Jessica Patel (Vice President)

People named in this filing

  • Jessica Patel (Vice President)
  • Morgan Blackburn (Secretary)
  • Caroline Liebfried (Treasurer)

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 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Support Anna Maria Elementary School

What it reported doing in 2025

Helped the Elementary school achieve its goal tocontinue as an A rated school in the State of Florida.

Operating model

Revenue model
Other-operating. 99% 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. No material rating questions were generated from the available inputs.

Rating breakdown

  • Financial Efficiency: 88
  • Transparency & Controls: 82
  • Sustainability: 62
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 79.5%; rating input score 80
  • Program expense ratio: 100%; rating input score 100

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 72; 72nd percentile among comparable filings
  • Total-asset coverage ratio: 1.52; rating input score 72; 72nd 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: 12.3% per year; rating input score 100; 64th percentile among comparable filings
  • Revenue growth: 12.5% per year; rating input score 100; 71st percentile among comparable filings
  • Asset growth: 9.2% per year; rating input score 100; 57th percentile among comparable filings

Details

  • Where the money goes: 79.5% of revenue deployed · 100% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $149K in reported program spending
  • Leadership: top reported pay $0 · 5 people listed
  • Consistency: 6 of 6 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 11 filing years from 2010 to 2025
  • 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.