Lake Country Parent Teacher Organization Inc

Nonprofit profile at a glance

EIN
201578749
IRS 990-EZ coverage
2011–2024
Forms available
Form 990-EZ 2024, Form 990-N 2023
Location
Hartland, WI, USA
Phone
2623673606
Rating
80
Verdict
STRONG
Rating confidence
Moderate
Sector
Single Organization Support

Reported finances

Revenue
$13,369
Expenses
$11,073
Assets
$25,301

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

Leadership & pay

6 people listed

Executive titles in this filing

  • KELLY HOESLY (PRESIDENT)

People named in this filing

  • KELLY HOESLY (PRESIDENT)
  • KELSEY NEWMAN (VICE PRESIDE)
  • AFTON BAIER (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

Lake country pto is a nonprofit parent teacher organization whose membership includes all staff, parents, and legal guardians of students attending lake country school. The ptos mission is to establish a close relationship between home and school by advancing opportunities for all parents to become involved in the lake country school community. The pto sponsors assistance to teachers in classroom settings, raises funds for supplemental educational materials and experiences, supports school and family social interaction, and provides a forum for sharing information on issues that impact our children. The pto believes that when parents support school through a positive partnership, it offers the best possible learning environment for our children.

What it reported doing in 2024

Assistance to teachers in classroom settings, raising funds for supplemental educational materials and experiences, supporting school and family social interaction, and providing a forum for sharing information on issues that impact our children.

Operating model

Revenue model
Other-operating. 61% of the money available for current operations came from other operating 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. Program spending has declined or grown slowly and revenue has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 89
  • Transparency & Controls: 82
  • Sustainability: 60
  • Growth: 0

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 82.6%; rating input score 83
  • Program expense ratio: 99.8%; 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: 17.2%; rating input score 70; 70th percentile among comparable filings
  • Total-asset coverage ratio: 2.28; rating input score 68; 68th 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: -8.4% per year; rating input score 0; 30th percentile among comparable filings
  • Revenue growth: -6.2% per year; rating input score 0; 31st percentile among comparable filings
  • Asset growth: -2% per year; rating input score 0; 31st percentile among comparable filings

Details

  • Where the money goes: 82.6% of revenue deployed · 99.8% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $11K in reported program spending
  • Leadership: top reported pay $0 · 6 people listed
  • Consistency: 6 of 6 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 3 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 — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Growth: Asset growth scored 0/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.