Holualoa School Parent Teacher Organization Inc

Nonprofit profile at a glance

EIN
990263350
IRS 990-EZ coverage
2023–2024
Forms available
Form 990-EZ 2024, Form 990-N 2022
Location
Holualoa, HI, USA
Phone
8083133800
Rating
86
Verdict
STRONG
Rating confidence
Moderate
Sector
Education N.E.C.

Reported finances

Revenue
$58,333
Expenses
$69,732
Assets
$33,590

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

4 people listed

Executive titles in this filing

  • SARAH TEEHEE (PRESIDENT)

People named in this filing

  • SARAH TEEHEE (PRESIDENT)
  • CAROLYN LUCAS-ZENK (VICE PRESIDE)
  • KARRIE SEBASTIAN (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 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The pto is organized for the purpose of supporting and enhancing the educational experiences of the school's students by: providing an organization through which the parents, school, and teachers can work cooperatively; and providing financial support for programs funded outside of the annual school budget; and parents and teachers working together to promote the education and well-being of all students at home, in school and in the community.

What it reported doing in 2024

The purpose of holualoa school pto is to raise money to benefit the students of holualoa elementary; and to abide by the laws/rules for the care and protection of children and youth; and to enhance home/school relationships so the families and faculty cooperate in the education of children. During fiscal year 2024-2025, the organization hosted the annual fun run fundraiser, as well as family movie night, may day, and the winterfest.

Operating model

Revenue model
Donor-supported. 91% of the money available for current operations came from contributions and gifts.
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 revenue has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 100
  • Transparency & Controls: 82
  • Sustainability: 26
  • Growth: 40

Detailed rating inputs

Financial Efficiency

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

Transparency & Controls

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

Sustainability

  • Operating margin: -19.5%; rating input score 23; 23rd percentile among comparable filings
  • Total-asset coverage ratio: 0.48; rating input score 29; 29th 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: 45.2% per year; rating input score 100; 92nd percentile among comparable filings
  • Revenue growth: -4% per year; rating input score 0; 37th percentile among comparable filings
  • Asset growth: -24.3% per year; rating input score 0; 8th percentile among comparable filings

Details

  • Where the money goes: 100% of revenue deployed · 100% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $70K in reported program spending
  • Leadership: top reported pay $0 · 4 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 2 filing years from 2023 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.

  • High — Sustainability: Operating margin scored 23/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Total-asset coverage ratio scored 29/100.
  • High — Growth: Asset growth scored 0/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.