Settlers Point Elementary Pto

Nonprofit profile at a glance

EIN
872399825
IRS 990-EZ coverage
2024–2024
Forms available
Form 990-EZ 2024
Location
Gilbert, AZ, USA
Rating
75
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Parent/Teacher Group

Reported finances

Revenue
$23,429
Expenses
$27,508
Assets
$30,036

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

Leadership & pay

7 people listed

Executive titles in this filing

  • Breeann Barnes (President)
  • Deanna Wolf (Vice President)
  • Amanda Burgess (Vice President of Volunteers)

People named in this filing

  • Breeann Barnes (President)
  • Deanna Wolf (Vice President)
  • Amanda Burgess (Vice President of Volunteers)

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 purpose of the PTO is to enhance and support the educational experience at Settlers Point to develop a closer connection between school and home by encouraging parental involvement build & enhance a community partnerships with the school staff students families and to enhance the environment at Settlers Point with financial support from fundraising and events as well as help from our volunteers.

What it reported doing in 2024

Fall Carnival is a community event run for the school and the surrounding neighborhoods and businesses. It promotes partnership and knowledge sharing between the school families and community partners businesses. This event provides a safe way for families of the school to participate in fall activities. It provides an opportunity for staff members to interact with families while raising money for their classrooms club projects. We spent $22,498 and earned only $14,493 losing $8,005.

Operating model

Revenue model
Donor-supported. 100% of the money available for current operations came from contributions and gifts.
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

SUPPORTED - 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: 82
  • Transparency & Controls: 82
  • Sustainability: 33
  • Growth: NotEnoughData

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 87.2%; rating input score 87
  • Program expense ratio: 74.3%; rating input score 74

Transparency & Controls

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

Sustainability

  • Operating margin: -17.4%; rating input score 25; 25th percentile among comparable filings
  • Total-asset coverage ratio: 1.09; rating input score 49; 49th 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: Limited
  • Revenue growth: Limited
  • Asset growth: Limited

Details

  • Where the money goes: 87.2% of revenue deployed · 74.3% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 3 filed program accomplishments · $20K in reported program spending
  • Leadership: top reported pay $0 · 7 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 4 filed schedules
  • 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 49/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.