Barnette Elementary Pto Inc

Nonprofit profile at a glance

EIN
813248082
IRS 990-EZ coverage
2018–2024
Forms available
Form 990-EZ 2024
Location
Huntersville, NC, USA
Phone
7043075528
Rating
85
Verdict
STRONG
Rating confidence
Moderate
Sector
Parent/Teacher Group

Official website

Reported finances

Revenue
$65,111
Expenses
$52,381
Assets
$80,288

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

Leadership & pay

9 people listed

Executive titles in this filing

  • STEPHANIE GARDNER (CO-PRESIDENT)
  • JASMINE TIMM (CO-PRESIDENT)

People named in this filing

  • STEPHANIE GARDNER (CO-PRESIDENT)
  • JASMINE TIMM (CO-PRESIDENT)
  • MARYA RODRIGUEZ (VP FUNDRAISING)

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

Parent-teacher organization

What it reported doing in 2024

Support for the barnette elementary school community, encouragement of parent participation in school activities, and financial assistance to drive student success.

Operating model

Revenue model
Other-operating. 90% of the money available for current operations came from other operating revenue.
Distribution model
Grant intermediary. The nonprofit sent 94% of its reported program spending out as grants.

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: 88
  • Transparency & Controls: 82
  • Sustainability: 58
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 80.4%; 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: 19.6%; rating input score 73; 73rd percentile among comparable filings
  • Total-asset coverage ratio: 1.53; rating input score 58; 58th 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: 9% per year; rating input score 100; 70th percentile among comparable filings
  • Revenue growth: 7.5% per year; rating input score 100; 77th percentile among comparable filings
  • Asset growth: 14.6% per year; rating input score 100; 80th percentile among comparable filings

Details

  • Where the money goes: 80.4% of revenue deployed · 100% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $52K in reported program spending
  • Leadership: top reported pay $0 · 9 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 5 filing years from 2018 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.

  • Review — Sustainability: Total-asset coverage ratio scored 58/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.