Richards School Pto

Nonprofit profile at a glance

EIN
392029622
IRS 990-EZ coverage
2015–2024
Forms available
Form 990-EZ 2024
Location
Whitefish Bay, WI, USA
Phone
4149633951
Rating
87
Verdict
STRONG
Rating confidence
Moderate
Sector
Parent/Teacher Group

Official website

Reported finances

Revenue
$69,647
Expenses
$35,765
Assets
$90,862
Liabilities
$0

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

Leadership & pay

6 people listed

Executive titles in this filing

  • ANGIE BUCHANAN (CO-PRESIDENT)
  • MIRELLA VALDEZ CENICEROS (CO-PRESIDENT)

People named in this filing

  • ANGIE BUCHANAN (CO-PRESIDENT)
  • MIRELLA VALDEZ CENICEROS (CO-PRESIDENT)
  • LAURA FISCHER (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 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Richards pto is a parent-led association designed to partner with parents and teachers to enhance the opportunities available to richards students and families by providing meaningful cultural, educational and physical programs for its members, representing approximately 750 students.

What it reported doing in 2024

Fun lunch: meal program whereby students pay for lunch that is catered by an outside restaurant. Takes place approximately 16 times during the school year and benefits more than 500 students. Pto is responsible for organizing/collecting orders and executing meal service.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filed totals do not add up and reported officer compensation is a large share of total spending, which may reflect staffing concentration.

Rating breakdown

  • Financial Efficiency: 91
  • Transparency & Controls: 82
  • Sustainability: 78
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 85.1%; rating input score 85
  • 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: 48.6%; rating input score 90; 90th percentile among comparable filings
  • Total-asset coverage ratio: 2.54; rating input score 71; 71st 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: 3.6% per year; rating input score 100; 59th percentile among comparable filings
  • Revenue growth: 6.3% per year; rating input score 100; 74th percentile among comparable filings
  • Asset growth: 6% per year; rating input score 100; 61st percentile among comparable filings

Details

  • Where the money goes: 85.1% of revenue deployed · 100% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 4 filed program accomplishments · $59K in reported program spending
  • Leadership: top reported pay $0 · 6 people listed
  • Consistency: 8 of 9 current checks pass · 1 finding to review
  • Schedules: 3 filed schedules
  • Filing history: 10 filing years from 2015 to 2024
  • Contacts: How to reach this organization
  • Money network: Resolved incoming and outgoing counterparties from filed money flows.
  • 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 — Transparency & Controls: Part III program expenses within total did not reconcile in the filed values.
  • Review — Sustainability: Officer compensation ratio scored 56/100.