Association of Sycamore Schools Montgomery Elementary Pto

Nonprofit profile at a glance

EIN
310953071
IRS 990-EZ coverage
2023–2024
Forms available
Form 990-EZ 2024, Form 990-N 2017
Location
Montgomery, OH, USA
Phone
5136861700
Rating
88
Verdict
STRONG
Rating confidence
Moderate
Sector
Parent/Teacher Group

Reported finances

Revenue
$57,060
Expenses
$52,209
Assets
$53,143

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

Leadership & pay

8 people listed

Executive titles in this filing

  • AMANDA MIDDLETON (PRESIDENT)

People named in this filing

  • AMANDA MIDDLETON (PRESIDENT)
  • KRISTY FELSS (VP WAYS & ME)
  • ALISON POTO (VP WAYS & ME)

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

To develop united efforts among educators, parents and the community to secure the highest advantages in mental, phyiscal, social and character education for children; facilitate communication and cooperation among parents, staff and other interest persons; and provide enrichment opportunities and program/equipment funding for service to children, parents and staff

What it reported doing in 2024

Other programs supported by the pto (both through volunteers and funding) at the school include: - library & literacy programs - theater programs - student recognition initiatives - physical education support - art programs - music programs - environment awareness programs - other smaller & miscellaneous programs

Operating model

Revenue model
Other-operating. 75% 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. Total assets are small relative to annual expenses; liquid coverage is unknown and reported officer compensation is a large share of total spending, which may reflect staffing concentration.

Rating breakdown

  • Financial Efficiency: 95
  • Transparency & Controls: 82
  • Sustainability: 49
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 91.5%; rating input score 92
  • 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: 8.5%; rating input score 60; 60th percentile among comparable filings
  • Total-asset coverage ratio: 1.02; rating input score 47; 47th percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 40.6% per year; rating input score 100; 91st percentile among comparable filings
  • Revenue growth: 40.9% per year; rating input score 100; 96th percentile among comparable filings
  • Asset growth: 9.6% per year; rating input score 100; 71st percentile among comparable filings

Details

  • Where the money goes: 91.5% of revenue deployed · 100% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 4 filed program accomplishments · $52K in reported program spending
  • Leadership: top reported pay $0 · 8 people listed
  • Consistency: 6 of 6 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 2 filing years from 2023 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.

Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.

  • Moderate — Sustainability: Total-asset coverage ratio scored 47/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.
  • High — Grant Readiness: Automatic revocation: this organization had its federal tax-exempt status automatically revoked.