Lockwood Elementary PTA
Nonprofit profile at a glance
- EIN
- 237442299
- IRS 990-EZ coverage
- 2022–2024
- Forms available
- Form 990-EZ 2024, Form 990-N 2015
- Location
- Tacoma, WA, USA
- Phone
- 2067186045
- Rating
- 58
- Verdict
- MIXED
- Rating confidence
- Moderate
- Sector
- Parent/Teacher Group
Reported finances
- Revenue
- $57,499
- Expenses
- $61,411
- Assets
- $72,618
- Liabilities
- $0
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
6 people listed
Executive titles in this filing
- Emi Griesse (President)
- Cary Ambler (Co-President)
People named in this filing
- Emi Griesse (President)
- Cary Ambler (Co-President)
- Brandon Wilson (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
Supporting the needs of parents, students, and teachers at Lockwood Elementary School through community building activities in the educational, professional, and social arenas.
What it reported doing in 2024
Enrichment: PTA provides to the school additional after-school educational classes such as computer programming, language skills and music benefiting over 100 students.
Operating model
- Revenue model
- Donor-supported. 78% 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
MIXED - The filed numbers largely add up and program spending has grown recently. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.
Rating breakdown
- Financial Efficiency: 40
- Transparency & Controls: 82
- Sustainability: 46
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 40.7%; rating input score 41
- Program expense ratio: 38.1%; rating input score 38
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: -6.8%; rating input score 34; 34th percentile among comparable filings
- Total-asset coverage ratio: 1.18; rating input score 51; 51st 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: 2.2% per year; rating input score 100; 55th percentile among comparable filings
- Revenue growth: -21.8% per year; rating input score 0; 14th percentile among comparable filings
- Asset growth: 2.8% per year; rating input score 100; 50th percentile among comparable filings
Details
- Where the money goes: 40.7% of revenue deployed · 38.1% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 3 filed program accomplishments · $23K in reported program spending
- Leadership: top reported pay $0 · 6 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
- 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 — Financial Efficiency: Mission deployment rate scored 41/100.
- Moderate — Financial Efficiency: Program expense ratio scored 38/100.
- Moderate — Transparency & Controls: Part III transfer expenses within program total did not reconcile in the filed values.
- High — Growth: Revenue growth scored 0/100.
- Moderate — Sustainability: Operating margin scored 34/100.
- Review — Sustainability: Total-asset coverage ratio scored 51/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.