Monroe Elementary Parent Teacher Organization Inc
Nonprofit profile at a glance
- EIN
- 061056689
- IRS 990-EZ coverage
- 2022–2023
- Forms available
- Form 990-EZ 2023, Form 990-N 2021
- Location
- Monroe, CT, USA
- Rating
- 58
- Verdict
- MIXED
- Rating confidence
- Moderate
Reported finances
- Revenue
- $51,116
- Expenses
- $41,811
- Assets
- $41,309
Source: IRS Form 990-EZ. Selected filing: tax year 2023. Amounts in USD.
Leadership & pay
1 person listed
People named in this filing
- Tara Berwick (Co-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 2023. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
To promote the physical, mental, social and academic welfare of our children. To encourage a united effort between parents and teachers and to produce a closer relationship between home and school. To contribute financially through fund-raising efforts and to offer volunteer service to Monroe Elementary School.
What it reported doing in 2023
Provided funding to build an outdoor classroom.
Operating model
- Revenue model
- Other-operating. 96% 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
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: 36
- Transparency & Controls: 82
- Sustainability: 54
- Growth: 80
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 33.5%; rating input score 33
- Program expense ratio: 40.9%; rating input score 41
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 18.2%; rating input score 72; 72nd percentile among comparable filings
- Total-asset coverage ratio: 0.99; rating input score 45; 45th 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: 200% per year; rating input score 100; 100th percentile among comparable filings
- Revenue growth: 112.5% per year; rating input score 100; 99th percentile among comparable filings
- Asset growth: -15.5% per year; rating input score 0; 13th percentile among comparable filings
Details
- Where the money goes: 33.5% of revenue deployed · 40.9% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 3 filed program accomplishments · $17K in reported program spending
- Leadership: top reported pay $0 · 1 people listed
- Consistency: 6 of 7 current checks pass · 1 finding to review
- Schedules: 3 filed schedules
- Filing history: 2 filing years from 2022 to 2023
- 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 33/100.
- Moderate — Financial Efficiency: Program expense ratio scored 41/100.
- Moderate — Transparency & Controls: Part I part ii net assets crosscheck did not reconcile in the filed values.
- High — Growth: Asset growth scored 0/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 45/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.