Pta Bear Valley Elementary
Nonprofit profile at a glance
- EIN
- 920103319
- IRS 990-EZ coverage
- 2022–2024
- Forms available
- Form 990-EZ 2024, Form 990-N 2020
- Location
- Anchorage, AK, USA
- Rating
- 82
- Verdict
- STRONG
- Rating confidence
- Moderate
Reported finances
- Revenue
- $66,189
- Expenses
- $109,333
- Assets
- $39,354
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
6 people listed
Executive titles in this filing
- Katie Rohrs (President)
People named in this filing
- Evelyn Carlson (Treasurer)
- Adrienne Michel (VP Fundraising)
- Katie Rohrs (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
Bear Valley Elementary PTA EIN#92-0103319 is listed with the IRS as a subordinate unit of Alaska PTA and is therefore covered under the 501 c3 tax exempt status umbrella that Alaska PTA maintains. Bear Valley PTA fulfills the mission of the Alaska PTA within the Bear Valley Elementary School. That mission is to make every childs potential a reality by engaging and empowering families and communities to advocate for all children.
What it reported doing in 2024
Bear Valley PTA provided grants to support all teachers and specialists in the school for grades K-5 in providing high quality educational opportunities to the students they served.
Operating model
- Revenue model
- Other-operating. 77% of the money available for current operations came from other operating revenue.
- Distribution model
- Direct operator. The filing allocates 89% 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 revenue has declined or grown slowly.
Rating breakdown
- Financial Efficiency: 93
- Transparency & Controls: 82
- Sustainability: 19
- Growth: 40
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 100%; rating input score 100
- Program expense ratio: 82.3%; rating input score 82
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: -65.2%; rating input score 11; 11th percentile among comparable filings
- Total-asset coverage ratio: 0.36; rating input score 24; 24th 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: 11.6% per year; rating input score 100; 74th percentile among comparable filings
- Revenue growth: -22.9% per year; rating input score 0; 13th percentile among comparable filings
- Asset growth: -30.5% per year; rating input score 0; 7th percentile among comparable filings
Details
- Where the money goes: 100% of revenue deployed · 82.3% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 3 filed program accomplishments · $90K in reported program spending
- Leadership: top reported pay $0 · 6 people listed
- Consistency: 8 of 8 current checks pass
- Schedules: 3 filed schedules
- Filing history: 3 filing years from 2022 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 — Sustainability: Operating margin scored 11/100.
- High — Growth: Revenue growth scored 0/100.
- High — Sustainability: Total-asset coverage ratio scored 24/100.
- High — Growth: Asset growth scored 0/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.