Hartwood Elementary Pta

Nonprofit profile at a glance

EIN
541686708
IRS 990-EZ coverage
2022–2025
Forms available
Form 990-EZ 2025, Form 990-N 2021
Location
Fredericksburg, VA, USA
Phone
7578760094
Rating
88
Verdict
STRONG
Rating confidence
Moderate

Reported finances

Revenue
$62,174
Expenses
$65,610
Assets
$26,962

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

Leadership & pay

4 people listed

Executive titles in this filing

  • AMANDA NEAL (PRESIDENT)
  • MICHELLE ZAPPIA (VICE PRESIDENT)

People named in this filing

  • AMANDA NEAL (PRESIDENT)
  • CHRISTINE WILLIAMS (TREASURER)
  • MICHELLE ZAPPIA (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 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To make every childs potential a reality by engaging and empowering families and communities to advocate for all children

What it reported doing in 2025

Field trips, provide up to 610 students with class field trip expenses, up to $20 each. This allowed students to participate in field trips at little to no cost. Also, we provide each student with a book up to $12 for the fall booksale hes activities, provide staff, pta, and school resources to afford activities and equipment throughout the year. This year steam activities were provided, veterans were appreciated, materials for homeless and seniors were supported. Provide up to 610 students with assistance teacher grants and discretionary fund, provide teachers with an opportunity for grants for supplies and other materials in the classroom. Discretionary fund assists up to 41 people with resources to educate for homeroom and special education. Benefits the entire school

Operating model

Revenue model
Earned-program. 98% of the money available for current operations came from fees and other program 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

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: 98
  • Transparency & Controls: 82
  • Sustainability: 31
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 95.7%; rating input score 96

Transparency & Controls

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

Sustainability

  • Operating margin: -5.5%; rating input score 34; 34th percentile among comparable filings
  • Total-asset coverage ratio: 0.41; rating input score 28; 28th percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 66.5% per year; rating input score 100; 94th percentile among comparable filings
  • Revenue growth: 4% per year; rating input score 100; 66th percentile among comparable filings
  • Asset growth: 0.3% per year; rating input score 100; 39th percentile among comparable filings

Details

  • Where the money goes: 100% of revenue deployed · 95.7% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 2 filed program accomplishments · $63K in reported program spending
  • Leadership: top reported pay $0 · 4 people listed
  • Consistency: 6 of 6 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 4 filing years from 2022 to 2025
  • 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: Operating margin scored 34/100.
  • High — Sustainability: Total-asset coverage ratio scored 28/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.