Daleville Parent Teacher Organization Pto

Nonprofit profile at a glance

EIN
352111988
IRS 990-EZ coverage
2021–2023
Forms available
Form 990-EZ 2023, Form 990-N 2017
Location
Daleville, IN, USA
Phone
7653780251
Rating
92
Verdict
STRONG
Rating confidence
Moderate
Sector
Single Organization Support

Reported finances

Revenue
$33,614
Expenses
$27,200
Assets
$24,915
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

  • Ashley Walker (President)
  • Layne Jackson (Vice President)

People named in this filing

  • Ashley Walker (President)
  • Brandee Price (Secretary)
  • Debra Stefanich (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

The main objective of our PTO is to strengthen the bond between school & home, to promote friendship and goodwill, and to earn money for the purpose of purchasing needed articles not included in the school budget.

What it reported doing in 2023

We purchased many items with our funds that helped to benefit the school and support their operations. The items include Student Yearbooks; Kidney-shaped tables; Sixth Grade Support of the Biz Town Program, Graduation Tassels & T-shirts; Membership for the Teachers to a Teacher's Supply Store; Kindergarten T-shirts; PTO operating supplies; Nurse's Health Care Plan Program; Science Bowl T-shirts; Recess equipment; Movie License; Monthly encouragement tokens for the students; Science Night supplies; Snacks for after-school programs; and Teacher/Staff Appreciation Meals and Gifts.

Operating model

Revenue model
Other-operating. 70% of the money available for current operations came from other operating revenue.
Distribution model
Grant intermediary. The nonprofit sent 81% 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: 87
  • Transparency & Controls: 100
  • Sustainability: 62
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 80.3%; rating input score 80
  • Program expense ratio: 99.2%; rating input score 99

Transparency & Controls

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

Sustainability

  • Operating margin: 19.1%; rating input score 73; 73rd percentile among comparable filings
  • Total-asset coverage ratio: 0.92; rating input score 43; 43rd 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: 68.5% per year; rating input score 100; 94th percentile among comparable filings
  • Revenue growth: 8% per year; rating input score 100; 78th percentile among comparable filings
  • Asset growth: 4.9% per year; rating input score 100; 57th percentile among comparable filings

Details

  • Where the money goes: 80.3% of revenue deployed · 99.2% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 2 filed program accomplishments · $27K in reported program spending
  • Leadership: top reported pay $0 · 4 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 4 filed schedules
  • Filing history: 3 filing years from 2021 to 2023
  • 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.

  • Moderate — Sustainability: Total-asset coverage ratio scored 43/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.