Burgess Elementary School PTO

Nonprofit profile at a glance

EIN
043577534
IRS 990-EZ coverage
2010–2023
Forms available
Form 990-EZ 2023
Location
Sturbridge, MA, USA
Rating
59
Verdict
MIXED
Rating confidence
Moderate
Sector
Fund Raising and/or Fund Distribution

Official website

Reported finances

Revenue
$64,377
Expenses
$57,007
Assets
$86,421
Liabilities
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2023. Amounts in USD.

Leadership & pay

4 people listed

Executive titles in this filing

  • Ana Dougherty (President)
  • Darci Andrade (Vice President)

People named in this filing

  • Ana Dougherty (President)
  • Darci Andrade (Vice President)
  • Meghan Agnew (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 2023. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Teacher and Parent Support

What it reported doing in 2023

The organization promoted effective and open communication among parents, guardians, school staff, and the school admin. Various fundraising activities to benefit the students.

Operating model

Revenue model
Other-operating. 97% 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

MIXED - The filed numbers largely add up and revenue comfortably covers expenses. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 45
  • Transparency & Controls: 82
  • Sustainability: 62
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 43.4%; rating input score 43
  • Program expense ratio: 49%; rating input score 49

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 11.4%; rating input score 64; 64th percentile among comparable filings
  • Total-asset coverage ratio: 1.52; rating input score 57; 57th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 69; 69th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: -5.2% per year; rating input score 0; 36th percentile among comparable filings
  • Revenue growth: -3.3% per year; rating input score 0; 41st percentile among comparable filings
  • Asset growth: 0.5% per year; rating input score 100; 41st percentile among comparable filings

Details

  • Where the money goes: 43.4% of revenue deployed · 49% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $28K in reported program spending
  • Leadership: top reported pay $0 · 4 people listed
  • Consistency: 8 of 8 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 14 filing years from 2010 to 2023
  • Contacts: How to reach this organization
  • Money network: Resolved incoming and outgoing counterparties from filed money flows.
  • 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.

  • Moderate — Financial Efficiency: Mission deployment rate scored 43/100.
  • Moderate — Financial Efficiency: Program expense ratio scored 49/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • Review — Sustainability: Total-asset coverage ratio scored 57/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.