Mary Lee Burbank School Pta
Nonprofit profile at a glance
- EIN
- 046111683
- IRS 990-EZ coverage
- 2021–2022
- Forms available
- Form 990-EZ 2022
- Location
- Belmont, MA, USA
- Phone
- 6179935500
- Rating
- 88
- Verdict
- STRONG
- Rating confidence
- Moderate
Reported finances
- Revenue
- $37,189
- Expenses
- $40,134
- Assets
- $26,179
Source: IRS Form 990-EZ. Selected filing: tax year 2022. Amounts in USD.
Leadership & pay
3 people listed
Executive titles in this filing
- SONIA KUMAR (CO-PRESIDENT)
- MEGAN LOTT (CO-PRESIDENT)
People named in this filing
- SONIA KUMAR (CO-PRESIDENT)
- MEGAN LOTT (CO-PRESIDENT)
- ANDREA FISICHELLA (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 2022. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Enrich education/social experience of students
What it reported doing in 2022
The pta's primary function is to sponsor student & community activitieswhich enrich the students' educational & social experiences. Fundraisingallows the pta to host programs which better the students' lives.
Operating model
- Revenue model
- Donor-supported. 67% 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 expenses are high relative to revenue.
Rating breakdown
- Financial Efficiency: 100
- Transparency & Controls: 82
- Sustainability: 32
- Growth: 80
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 100%; rating input score 100
- Program expense ratio: 100%; rating input score 100
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: -7.9%; rating input score 34; 34th percentile among comparable filings
- Total-asset coverage ratio: 0.65; rating input score 33; 33rd 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: 43% per year; rating input score 100; 90th percentile among comparable filings
- Revenue growth: 54.2% per year; rating input score 100; 96th percentile among comparable filings
- Asset growth: -13.9% per year; rating input score 0; 13th percentile among comparable filings
Details
- Where the money goes: 100% of revenue deployed · 100% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $41K in reported program spending
- Leadership: top reported pay $0 · 3 people listed
- Consistency: 6 of 7 current checks pass · 1 finding to review
- Schedules: 2 filed schedules
- Filing history: 2 filing years from 2021 to 2022
- 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 — Transparency & Controls: Part III program expenses within total did not reconcile in the filed values.
- Moderate — Sustainability: Operating margin scored 34/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 33/100.
- High — Growth: Asset growth scored 0/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.