Roberta B Tully Elementary Pta
Nonprofit profile at a glance
- EIN
- 611147730
- IRS 990-EZ coverage
- 2012–2024
- Forms available
- Form 990-EZ 2024, Form 990-N 2015
- Location
- Louisville, KY, USA
- Rating
- 83
- Verdict
- STRONG
- Rating confidence
- Moderate
Reported finances
- Revenue
- $75,537
- Expenses
- $68,016
- Assets
- $22,020
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
6 people listed
Executive titles in this filing
- BETH LAYFIELD (PRESIDENT)
People named in this filing
- BETH LAYFIELD (PRESIDENT)
- HEATHER HOOPER (SECRETARY)
- SARA PYLE (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
Student enrichment/support education
What it reported doing in 2024
Student programs - field day, school festival, skating parties, yearbook, student recognition, promotion ceremony, holiday workshop
Operating model
- Revenue model
- Earned-program. 98% of the money available for current operations came from fees and other program 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. Total assets are small relative to annual expenses; liquid coverage is unknown and reported officer compensation is a large share of total spending, which may reflect staffing concentration.
Rating breakdown
- Financial Efficiency: 86
- Transparency & Controls: 82
- Sustainability: 42
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 82.6%; rating input score 83
- Program expense ratio: 91.7%; rating input score 92
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 10%; rating input score 62; 62nd percentile among comparable filings
- Total-asset coverage ratio: 0.32; rating input score 22; 22nd 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: 2% per year; rating input score 100; 54th percentile among comparable filings
- Revenue growth: 1% per year; rating input score 100; 56th percentile among comparable filings
- Asset growth: 3% per year; rating input score 100; 51st percentile among comparable filings
Details
- Where the money goes: 82.6% of revenue deployed · 91.7% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 3 filed program accomplishments · $62K in reported program spending
- Leadership: top reported pay $0 · 6 people listed
- Consistency: 6 of 6 current checks pass
- Schedules: 2 filed schedules
- Filing history: 13 filing years from 2012 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: Total-asset coverage ratio scored 22/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.