Phillippi Shores Elementary Pta Inc Pta Florida Congress

Nonprofit profile at a glance

EIN
237232246
IRS 990-EZ coverage
2011–2015
Forms available
Form 990-EZ 2015, Form 990-N 2014
Location
Sarasota, FL, USA
Phone
9413616424
Rating
83
Verdict
STRONG
Rating confidence
Moderate
Sector
Parent/Teacher Group

Reported finances

Revenue
$64,429
Expenses
$61,792
Assets
$48,092
Liabilities
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2015. Amounts in USD.

Leadership & pay

12 people listed

Executive titles in this filing

  • COLLEEN BUCHMEIER (PRESIDENT)
  • LORNA VOIGT (IMMEDIATE PAST PRESIDENT)

People named in this filing

  • COLLEEN BUCHMEIER (PRESIDENT)
  • DANA KAHL (SECRETARY)
  • CRISSY MACFARLANE (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 2015. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Promote advocacy of children

What it reported doing in 2015

Computer technology, recognition programs and field trips for students

Operating model

Revenue model
Other-operating. 76% 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

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and assets have declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 87
  • Transparency & Controls: 82
  • Sustainability: 53
  • Growth: 80

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 85.8%; rating input score 86
  • Program expense ratio: 89.4%; rating input score 89

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 4.1%; rating input score 54; 54th percentile among comparable filings
  • Total-asset coverage ratio: 0.78; rating input score 41; 41st percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 75; 75th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 57; 57th percentile among comparable filings

Growth

  • Program expense growth: 3.2% per year; rating input score 100; 58th percentile among comparable filings
  • Revenue growth: 0.1% per year; rating input score 100; 54th percentile among comparable filings
  • Asset growth: -3.7% per year; rating input score 0; 33rd percentile among comparable filings

Details

  • Where the money goes: 85.8% of revenue deployed · 89.4% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 5 filed program accomplishments · $55K in reported program spending
  • Leadership: top reported pay $0 · 12 people listed
  • Consistency: 8 of 8 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 4 filing years from 2011 to 2015
  • 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.

  • Review — Sustainability: Operating margin scored 54/100.
  • High — Growth: Asset growth scored 0/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 41/100.
  • Review — Sustainability: Officer compensation ratio scored 57/100.