Imagine South Vero PTA

Nonprofit profile at a glance

EIN
263573709
IRS 990-EZ coverage
2011–2024
Forms available
Form 990-EZ 2024
Location
Vero Beach, FL, USA
Rating
88
Verdict
STRONG
Rating confidence
Moderate

Reported finances

Revenue
$63,610
Expenses
$97,927
Assets
$22,700
Liabilities
$0

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

Leadership & pay

4 people listed

Executive titles in this filing

  • Kimberly Rennier (President)
  • Ashley Wilson (Vice President)

People named in this filing

  • Kimberly Rennier (President)
  • Ashley Wilson (Vice President)
  • Sherry Lee Gay (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 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The organization's primary exempt purpose is to support and enhance the educational experience of students at Imagine South Vero School by fostering strong relationships among parents, teachers, and the school community. The PTA raises funds and provides volunteer support to supplement educational programs, fund school improvements, and promote family engagement through events, programs, and activities that benefit all students.

What it reported doing in 2024

The PTA provided direct support to students and staff through programs such as staff appreciation, student incentives, and special initiatives (e.g., field day support, classroom celebrations, or student experience opportunities). These efforts contributed to student motivation, staff morale, and overall school environment. Persons benefited: Approximately 886 students and 80 staff members.

Operating model

Revenue model
Donor-supported. 84% of the money available for current operations came from contributions and gifts.
Distribution model
Grant intermediary. The nonprofit sent 93% 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. 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: 26
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 93.7%; rating input score 94

Transparency & Controls

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

Sustainability

  • Operating margin: -53.9%; rating input score 12; 12th percentile among comparable filings
  • Total-asset coverage ratio: 0.23; rating input score 18; 18th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 68; 68th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 13.4% per year; rating input score 100; 76th percentile among comparable filings
  • Revenue growth: 7.3% per year; rating input score 100; 77th percentile among comparable filings
  • Asset growth: 9.2% per year; rating input score 100; 70th percentile among comparable filings

Details

  • Where the money goes: 100% of revenue deployed · 93.7% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 3 filed program accomplishments · $92K 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: 6 filing years from 2011 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 12/100.
  • High — Sustainability: Total-asset coverage ratio scored 18/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.