Pta Florida Congress Beulah Elementary School

Nonprofit profile at a glance

EIN
593022118
IRS 990-EZ coverage
2017–2024
Forms available
Form 990-EZ 2024
Location
Pensacola, FL, USA
Phone
8505497713
Rating
89
Verdict
STRONG
Rating confidence
Moderate

Reported finances

Revenue
$49,950
Expenses
$58,417
Assets
$38,718

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

Leadership & pay

7 people listed

Executive titles in this filing

  • JENNY SERLEY (PRESIDENT)

People named in this filing

  • JENNY SERLEY (PRESIDENT)
  • MELISSA WATERS (TREASURER)
  • AMANDA THAMES (SECRETARY)

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

The objectives (purposes) of the association, in common with the objectives of the national pta are: to promote the welfare of children and youth in the home, school, community, and place of worship. To raise the standards of home life. To secure adequate laws for the care and protection of children and youth. To bring into closer relation the home and the school, that parents and teachers may cooperate intelligently in the education of children and youth. To develop between educators and the general public such uniter efforts as will secure for all children and youth the highest advantages in physical, mental, social and spiritual education.

What it reported doing in 2024

To be a powerful voice for all children. To be a relevant resource for families and communities and to be a strong advocate for the education and well-being of every child.

Operating model

Revenue model
Other-operating. 89% 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 total assets are small relative to annual expenses; liquid coverage is unknown.

Rating breakdown

  • Financial Efficiency: 100
  • Transparency & Controls: 82
  • Sustainability: 29
  • Growth: 100

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; 52nd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: -17%; rating input score 25; 25th percentile among comparable filings
  • Total-asset coverage ratio: 0.66; rating input score 36; 36th 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: 0.8% per year; rating input score 100; 51st percentile among comparable filings
  • Revenue growth: 2.5% per year; rating input score 100; 62nd percentile among comparable filings
  • Asset growth: 3.7% per year; rating input score 100; 53rd 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 · $58K in reported program spending
  • Leadership: top reported pay $0 · 7 people listed
  • Consistency: 6 of 6 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 7 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 — Sustainability: Operating margin scored 25/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 36/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.