Elizabeth Lane Elementary School PTA
Nonprofit profile at a glance
- EIN
- 561982862
- IRS 990-EZ coverage
- 2020–2024
- Forms available
- Form 990 2019, Form 990-EZ 2024
- Location
- Matthews, NC, USA
- Phone
- 9803435700
- Rating
- 63
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
Reported finances
- Revenue
- $126,671
- Expenses
- $164,291
- Assets
- $105,598
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
10 people listed
Executive titles in this filing
- Ann-Margret Gidley (President)
People named in this filing
- Erica Adcock (Secretary)
- Ann-Margret Gidley (President)
- Laurie Moore (Financial Commi)
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
The mission is to create a vibrant school community by supporting our teachers, staff, students, and families.
What it reported doing in 2024
The PTA Program services are in place to advocate for the education, health, safety, and success of all children and build strong families and communities
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 - The filed numbers largely add up and program spending has grown recently. 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: 52
- Transparency & Controls: 82
- Sustainability: 23
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 57.4%; rating input score 57
- Program expense ratio: 43.8%; rating input score 44
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: -29.7%; rating input score 5; 5th percentile among comparable filings
- Total-asset coverage ratio: 0.64; rating input score 45; 45th percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings
Growth
- Program expense growth: 21% per year; rating input score 100; 77th percentile among comparable filings
- Revenue growth: -6.2% per year; rating input score 0; 7th percentile among comparable filings
- Asset growth: 18.6% per year; rating input score 100; 78th percentile among comparable filings
Details
- Where the money goes: 57.4% of revenue deployed · 43.8% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $72K in reported program spending
- Leadership: top reported pay $0 · 10 people listed
- Consistency: 6 of 6 current checks pass
- Schedules: 3 filed schedules
- Filing history: 4 filing years from 2020 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 — Financial Efficiency: Mission deployment rate scored 57/100.
- Moderate — Financial Efficiency: Program expense ratio scored 44/100.
- High — Sustainability: Operating margin scored 5/100.
- High — Growth: Revenue growth scored 0/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 45/100.