Elmwood Home and School

Nonprofit profile at a glance

EIN
391804803
IRS 990-EZ coverage
2013–2025
Forms available
Form 990-EZ 2025, Form 990-N 2020
Location
New Berlin, WI, USA
Phone
4143359255
Rating
81
Verdict
STRONG
Rating confidence
Moderate
Sector
Elementary, Secondary Education, K - 12

Reported finances

Revenue
$108,652
Expenses
$124,635
Assets
$84,799
Liabilities
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

4 people listed

Executive titles in this filing

  • Rachael Morris (Co-President)
  • Lauren Heinrichs (Co-President)

People named in this filing

  • Rachael Morris (Co-President)
  • Lauren Heinrichs (Co-President)
  • Jessica Cross (Secretary)

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 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To promote the welfare of children and youth in home, school, and community, to raise the standards of home life, to bring into closer relation the home and the school. That parents and teachers may cooperate intelligently in the education of children and youth and to develop between educators and the general public such united efforts as will secure for all children and youth the highest advantages in physical, mental and social education.

What it reported doing in 2025

High Interest Day. Elmwood Home and School throws a High Interest Day where we sponsor and organize >30 workshops that all kids get to choose from and participate in. Workshop categories include: arts, crafts, animal encounters, sports. It is consistently one of the student body's favorite days of the year.

Operating model

Revenue model
Other-operating. 99% of the money available for current operations came from other operating revenue.
Distribution model
Direct operator. The filing allocates 92% 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. Expenses are high relative to revenue and total assets are small relative to annual expenses; liquid coverage is unknown.

Rating breakdown

  • Financial Efficiency: 82
  • Transparency & Controls: 82
  • Sustainability: 35
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 86%; rating input score 86
  • Program expense ratio: 75%; rating input score 75

Transparency & Controls

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

Sustainability

  • Operating margin: -14.7%; rating input score 10; 10th percentile among comparable filings
  • Total-asset coverage ratio: 0.68; rating input score 47; 47th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 74; 74th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings

Growth

  • Program expense growth: 9.7% per year; rating input score 100; 58th percentile among comparable filings
  • Revenue growth: 10.1% per year; rating input score 100; 64th percentile among comparable filings
  • Asset growth: 4.4% per year; rating input score 100; 41st percentile among comparable filings

Details

  • Where the money goes: 86% of revenue deployed · 75% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 3 filed program accomplishments · $93K in reported program spending
  • Leadership: top reported pay $0 · 4 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 12 filing years from 2013 to 2025
  • 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.

  • High — Sustainability: Operating margin scored 10/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 47/100.