Scotts Ridge Elementary School PTA

Nonprofit profile at a glance

EIN
474389588
IRS 990-EZ coverage
2022–2024
Forms available
Form 990-EZ 2024, Form 990-N 2023
Location
Apex, NC, USA
Phone
9195238028
Rating
82
Verdict
STRONG
Rating confidence
Moderate

Reported finances

Revenue
$70,567
Expenses
$109,405
Assets
$50,765
Liabilities
$0

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

Leadership & pay

2 people listed

Executive titles in this filing

  • Laurian Lane (President)

People named in this filing

  • Meredith Stealey (Treasurer)
  • Laurian Lane (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

To support and enhance the educational experience of students by fostering cooperation between parents, teachers and school staff. The PTA provides volunteer and financial support for educational programs, classroom resources, school evens and activities that promote student enrichment and community engagement

What it reported doing in 2024

Student and Family Support : The PTA funded academic enrichment programs including subscriptions to our digital learning tools PebbleGo and BrainPop used daily by each of our 800 students along with providing assistance to students during our book fair fundraiser. The PTA organized school-wide community events such as Kids Invite Someone Special Breakfast, Donuts with Grownups, Spring Fling, a Family Marathon, and Popsicles with Principals. These events were all attended by over 600 families and helped us foster a strong sense of community between staff, students, and parents.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Direct operator. The filing allocates 83% 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: 92
  • Transparency & Controls: 82
  • Sustainability: 28
  • Growth: 40

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 78.1%; rating input score 78

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: -55%; rating input score 12; 12th percentile among comparable filings
  • Total-asset coverage ratio: 0.46; rating input score 28; 28th 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: 68.2% per year; rating input score 100; 95th percentile among comparable filings
  • Revenue growth: -11.4% per year; rating input score 0; 22nd percentile among comparable filings
  • Asset growth: -33.9% per year; rating input score 0; 6th percentile among comparable filings

Details

  • Where the money goes: 100% of revenue deployed · 78.1% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 3 filed program accomplishments · $85K in reported program spending
  • Leadership: top reported pay $0 · 2 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 2 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 12/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Total-asset coverage ratio scored 28/100.
  • High — Growth: Asset growth scored 0/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.