Louise Duffy School PTO

Nonprofit profile at a glance

EIN
223182446
IRS 990-EZ coverage
2014–2024
Forms available
Form 990 2013, Form 990-EZ 2024
Location
West Hartford, CT, USA
Phone
8605210110
Rating
80
Verdict
STRONG
Rating confidence
Moderate

Reported finances

Revenue
$56,508
Expenses
$85,033
Assets
$41,818
Liabilities
$0

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

Leadership & pay

8 people listed

Executive titles in this filing

  • DAWN GAGLIARDI (President)
  • JEFFREY MIHALAKIS (President)
  • KATHERINE SHEA-PORTER (First Vice President)
  • KRISTI LAVERTY (Second Vice President)

People named in this filing

  • DAWN GAGLIARDI (President)
  • JEFFREY MIHALAKIS (President)
  • KATHERINE SHEA-PORTER (First Vice President)

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

Support Various Education Goals of Duffy Louise School

What it reported doing in 2024

Duffy Family Events

Operating model

Revenue model
Other-operating. 97% of the money available for current operations came from other operating revenue.
Distribution model
Direct operator. The filing allocates 96% 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. Some filed totals do not add up and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 86
  • Transparency & Controls: 82
  • Sustainability: 29
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 98.4%; rating input score 98
  • Program expense ratio: 65.4%; rating input score 65

Transparency & Controls

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

Sustainability

  • Operating margin: -50.5%; rating input score 13; 13th percentile among comparable filings
  • Total-asset coverage ratio: 0.49; rating input score 29; 29th 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: -0.2% per year; rating input score 0; 51st percentile among comparable filings
  • Asset growth: 6.6% per year; rating input score 100; 63rd percentile among comparable filings

Details

  • Where the money goes: 98.4% of revenue deployed · 65.4% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 3 filed program accomplishments · $56K in reported program spending
  • Leadership: top reported pay $0 · 8 people listed
  • Consistency: 7 of 8 current checks pass · 1 finding to review
  • Schedules: 3 filed schedules
  • Filing history: 11 filing years from 2014 to 2024
  • Contacts: How to reach this organization
  • Money network: 2 filed money-flow records
  • 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 I part ii net assets crosscheck did not reconcile in the filed values.
  • High — Sustainability: Operating margin scored 13/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Total-asset coverage ratio scored 29/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.