Bailey Middle School Ptsa
Nonprofit profile at a glance
- EIN
- 205212356
- IRS 990 coverage
- 2014–2014
- Forms available
- Form 990 2014
- Location
- Cornelius, NC, USA
- Phone
- 9803431068
- Rating
- 70
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
Reported finances
- Revenue
- $107,925
- Expenses
- $92,737
- Assets
- $28,250
- Liabilities
- $0
Source: IRS Form 990. Selected filing: tax year 2014. Amounts in USD.
Leadership & pay
8 people listed
Executive titles in this filing
- ERICA BAROZZINO (PRESIDENT)
People named in this filing
- ERICA BAROZZINO (PRESIDENT)
- TALINA BATH (TREASURER)
- ANDREA HAUSLER (VP - MEMBERS)
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 2014. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
To make every child's potential a reality by engaging and empowering families and communities to advocate for all children.
What it reported doing in 2014
Staff/faculty appreciation and facility improvements: staff appreciation events, building beautification and health room supplies. 1700+ students, and faculty benefited.
Operating model
- Revenue model
- Mixed. Its operating money came from several sources; no one source provided a clear majority.
- 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
SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. A relatively small share of voting board members are independent and some filing-based governance responses are negative or unanswered.
Rating breakdown
- Financial Efficiency: 82
- Transparency & Controls: 90
- Accountability: 38
- Sustainability: 58
- Growth: NotEnoughData
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 87.5%; rating input score 88
- Program expense ratio: 100%; rating input score 100
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Limited
- Related-party transparency: Limited
Accountability
- Independent voting board: 13.6%; rating input score 14; 13th 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: 14.1%; rating input score 73; 73rd percentile among comparable filings
- Total-asset coverage ratio: 0.3; rating input score 18; 18th percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 86; 86th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 73; 73rd percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: Limited
- Asset growth: Limited
Details
- Where the money goes: 87.5% of revenue deployed · 100% of spending went to programs
- Governance: 8 of 59 board members independent · 5 of 7 filing controls reported
- Programs: 4 filed program accomplishments · $93K in reported program spending
- Leadership: top reported pay $0 · 8 people listed
- Consistency: 14 of 14 current checks pass
- Schedules: 3 filed schedules
- 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.
- High — Accountability: Independent voting board scored 14/100.
- Review — Accountability: Governance controls: Independent financial-statement audit not reported.
- High — Sustainability: Total-asset coverage ratio scored 18/100.
- High — Grant Readiness: Automatic revocation: this organization had its federal tax-exempt status automatically revoked.