Kate Sullivan Elementary School PTA

Nonprofit profile at a glance

EIN
237106043
IRS 990-EZ coverage
2022–2024
Forms available
Form 990 2021, Form 990-EZ 2024, Form 990-N 2008
Location
Tallahassee, FL, USA
Phone
7175752867
Rating
85
Verdict
STRONG
Rating confidence
Moderate

Official website

Reported finances

Revenue
$121,546
Expenses
$99,668
Assets
$81,552
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

  • Sarah Kathryn Wright (PTO President)
  • Danielle McNeil (PTO Vice President)

People named in this filing

  • Sarah Kathryn Wright (PTO President)
  • Danielle McNeil (PTO Vice President)
  • Bret Staudt Willet (PTO 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

To provide support and coordination for and between students, teachers, staff, and parents and related school activities.

What it reported doing in 2024

Book Fair: This program is a schoolwide fundraiser. Main cost is the books themselves and services to set up the fair, paid to an external vendor (Scholastic). Proceeds beyond these expenses go toward purchasing materials for the school media center/library. This benefits all 700 students in the school.

Operating model

Revenue model
Donor-supported. 91% of the money available for current operations came from contributions and gifts.
Distribution model
Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filed totals do not add up and program spending has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 92
  • Transparency & Controls: 82
  • Sustainability: 65
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 87.8%; rating input score 88
  • 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: 18%; rating input score 71; 71st percentile among comparable filings
  • Total-asset coverage ratio: 0.82; rating input score 53; 53rd percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 76; 76th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings

Growth

  • Program expense growth: -19.1% per year; rating input score 0; 10th percentile among comparable filings
  • Revenue growth: 25.4% per year; rating input score 100; 88th percentile among comparable filings
  • Asset growth: 21.1% per year; rating input score 100; 81st percentile among comparable filings

Details

  • Where the money goes: 87.8% of revenue deployed · 100% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 3 filed program accomplishments · $107K in reported program spending
  • Leadership: top reported pay $0 · 4 people listed
  • Consistency: 8 of 9 current checks pass · 1 finding to review
  • Schedules: 2 filed schedules
  • Filing history: 3 filing years from 2022 to 2024
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • Related organizations: 1 filed related-organization link
  • 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 — Transparency & Controls: Part III program expenses within total did not reconcile in the filed values.
  • High — Growth: Program expense growth scored 0/100.
  • Review — Sustainability: Total-asset coverage ratio scored 53/100.