Morgan Elementary Pto

Nonprofit profile at a glance

EIN
383704501
IRS 990-EZ coverage
2017–2024
Forms available
Form 990-EZ 2024, Form 990-N 2016
Location
Hamilton, OH, USA
Phone
5137381986
Rating
81
Verdict
STRONG
Rating confidence
Moderate
Sector
Parent/Teacher Group

Reported finances

Revenue
$27,638
Expenses
$29,202
Assets
$52,334
Liabilities
$0

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

Leadership & pay

4 people listed

Executive titles in this filing

  • TARA GILBERT (PRESIDENT)
  • KARI YAGER (VICE PRESIDENT)

People named in this filing

  • TARA GILBERT (PRESIDENT)
  • HEATHER HAYDEN (SECRETARY)
  • BRIDGET WEGMAN (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

Morgan elementary pto strives to promote a cooperative relationship among parents, teachers and students in order to enhance the education environment and experience of its students.

What it reported doing in 2024

Host extracurricular actiities that encourage family involvement and community outreach. Support school activities and increase school spirit. Support the school staff. Coordinate volunteer participation to support school programs. Raise funds for supplemental services, equipment and supplies.

Operating model

Revenue model
Donor-supported. 61% of the money available for current operations came from contributions and gifts.
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: 90
  • Transparency & Controls: 82
  • Sustainability: 49
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 91.5%; rating input score 92
  • Program expense ratio: 86.6%; rating input score 87

Transparency & Controls

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

Sustainability

  • Operating margin: -5.7%; rating input score 35; 35th percentile among comparable filings
  • Total-asset coverage ratio: 1.79; rating input score 62; 62nd 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: -4.7% per year; rating input score 0; 36th percentile among comparable filings
  • Revenue growth: -4.5% per year; rating input score 0; 36th percentile among comparable filings
  • Asset growth: 9.6% per year; rating input score 100; 71st percentile among comparable filings

Details

  • Where the money goes: 91.5% of revenue deployed · 86.6% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $25K in reported program spending
  • Leadership: top reported pay $0 · 4 people listed
  • Consistency: 8 of 8 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 8 filing years from 2017 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.
  • Moderate — Sustainability: Operating margin scored 35/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.