Settles Bridge Elementary PTO

Nonprofit profile at a glance

EIN
821216287
IRS 990-EZ coverage
2017–2024
Forms available
Form 990-EZ 2024, Form 990-N 2016
Location
Suwanee, GA, USA
Phone
6789109250
Rating
79
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Single Organization Support

Reported finances

Revenue
$46,297
Expenses
$56,891
Assets
$9,943
Liabilities
$0

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

Leadership & pay

5 people listed

Executive titles in this filing

  • Emily Matheis (President)
  • Alison Krawczyk (President)
  • Heather Hoffman (Vice President)

People named in this filing

  • Stephanie Griswold (Treasurer)
  • Emily Matheis (President)
  • Alison Krawczyk (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

The purpose of the Settle Bridge Elementary School PTO is to support the students, parents, and teachers of Settles Bridge Elementary School by recruiting volunteers, raising funds, and conducting events.

What it reported doing in 2024

The largest program service this year is a donation to Settles Bridge Elementary School to pay for outdoor education enhancements on the newly turfed playground. This was identified as a top need of the school and funds were raised with this goal in mind in 2024-2025.

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

SUPPORTED - 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 revenue has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 85
  • Transparency & Controls: 82
  • Sustainability: 29
  • Growth: 40

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 90.7%; rating input score 91
  • Program expense ratio: 73.8%; 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: -22.9%; rating input score 21; 21st percentile among comparable filings
  • Total-asset coverage ratio: 0.17; rating input score 15; 15th 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: 0.3% per year; rating input score 100; 49th percentile among comparable filings
  • Revenue growth: -10.2% per year; rating input score 0; 24th percentile among comparable filings
  • Asset growth: -3.6% per year; rating input score 0; 27th percentile among comparable filings

Details

  • Where the money goes: 90.7% of revenue deployed · 73.8% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 3 filed program accomplishments · $42K in reported program spending
  • Leadership: top reported pay $0 · 5 people listed
  • Consistency: 8 of 9 current checks pass · 1 finding to review
  • 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.

  • Moderate — Transparency & Controls: Part III transfer expenses within program total did not reconcile in the filed values.
  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Operating margin scored 21/100.
  • High — Sustainability: Total-asset coverage ratio scored 15/100.
  • High — Growth: Asset growth scored 0/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.