Beal Pto

Nonprofit profile at a glance

EIN
203634980
IRS 990-EZ coverage
2023–2024
Forms available
Form 990-EZ 2024, Form 990-N 2022
Location
Shrewsbury, MA, USA
Phone
5088418860
Rating
82
Verdict
STRONG
Rating confidence
Moderate
Sector
Parent/Teacher Group

Reported finances

Revenue
$38,526
Expenses
$31,173
Assets
$50,315
Liabilities
$0

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

Leadership & pay

5 people listed

Executive titles in this filing

  • Anna Dealy (President)
  • Heather Ostrander (Co-Vice President)
  • Jay Dealy (Co-Vice President)

People named in this filing

  • Anna Dealy (President)
  • Heather Ostrander (Co-Vice President)
  • Jay Dealy (Co-Vice President)

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

See Schedule O, Part III, Line 28-31 The Beal PTO (aka Beal Parent Teacher Organization), is an independent, single-school organization that operates under its own By-Laws. The Beal PTO's purpose is the following: A. To promote opportunities for students by funding educational, cultural and recreational enrichment programs and activities. B. To offer learning opportunities for parents and the community on issues related to the education and welfare of children by sponsoring parent forums and workshops, hosting speakers, etc. C. To respond, with volunteers and available funds, to the needs of the school as identified by the PTO, faculty, school administrators, and staff. D. To encourage a spirit of communication, cooperation and trust among parents, faculty, school administrators, staff, and the Shrewsbury community. E. To provide opportunities for the physical, emotional and social growth of the children attending Beal School and their families.

What it reported doing in 2024

Community building such as teacher and staff appreciation events, field day, bookworm party, and graduation event.

Operating model

Revenue model
Donor-supported. 89% of the money available for current operations came from contributions and gifts.
Distribution model
Direct operator. The filing allocates 96% 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. Program spending has declined or grown slowly and reported officer compensation is a large share of total spending, which may reflect staffing concentration.

Rating breakdown

  • Financial Efficiency: 85
  • Transparency & Controls: 82
  • Sustainability: 66
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 77.6%; rating input score 78
  • Program expense ratio: 95.8%; rating input score 96

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 19.1%; rating input score 72; 72nd percentile among comparable filings
  • Total-asset coverage ratio: 1.61; rating input score 60; 60th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 68; 68th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: -37.4% per year; rating input score 0; 11th percentile among comparable filings
  • Revenue growth: 4% per year; rating input score 100; 68th percentile among comparable filings
  • Asset growth: 15.8% per year; rating input score 100; 82nd percentile among comparable filings

Details

  • Where the money goes: 77.6% of revenue deployed · 95.8% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 3 filed program accomplishments · $30K in reported program spending
  • Leadership: top reported pay $0 · 5 people listed
  • Consistency: 9 of 9 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.

  • High — Growth: Program expense growth scored 0/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.