Shadow Lake PTA 91413

Nonprofit profile at a glance

EIN
911478605
IRS 990-EZ coverage
2013–2024
Forms available
Form 990-EZ 2024
Location
Tacoma, WA, USA
Phone
2537973952
Rating
62
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Elementary, Secondary Education, K - 12

Official website

Reported finances

Revenue
$41,008
Expenses
$49,282
Assets
$24,919
Liabilities
$0

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

Leadership & pay

3 people listed

Executive titles in this filing

  • Theresa Jorgens (President)

People named in this filing

  • Theresa Jorgens (President)
  • Jessica Wright-Whitney (Secretary)
  • Alona Thompson (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

To Support Education, Health and Welfare of all Children.

What it reported doing in 2024

At Shadow Lake Elementary, PTA is a powerful partner in shaping a vibrant, inclusive school community where every child can thrive. We work togetherfamilies, educators, and community membersto support meaningful learning experiences, celebrate diversity, and foster a sense of belonging for all. Through collaboration, volunteerism, and shared purpose, we help create a nurturing environment where every student is empowered to reach their fullest potential.

Operating model

Revenue model
Earned-program. 65% of the money available for current operations came from fees and other program revenue.
Distribution model
Hybrid. The nonprofit split its reported program spending across 50% for direct work, and 50% for grants.

The verdict

SUPPORTED - The filed numbers largely add up. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 54
  • Transparency & Controls: 82
  • Sustainability: 34
  • Growth: 0

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 58%; rating input score 58
  • Program expense ratio: 48.3%; rating input score 48

Transparency & Controls

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

Sustainability

  • Operating margin: -20.2%; rating input score 23; 23rd percentile among comparable filings
  • Total-asset coverage ratio: 0.51; rating input score 30; 30th 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% per year; rating input score 0; 40th percentile among comparable filings
  • Revenue growth: -5.7% per year; rating input score 0; 33rd percentile among comparable filings
  • Asset growth: -5.9% per year; rating input score 0; 22nd percentile among comparable filings

Details

  • Where the money goes: 58% of revenue deployed · 48.3% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $24K in reported program spending
  • Leadership: top reported pay $0 · 3 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 12 filing years from 2013 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.

  • Review — Financial Efficiency: Mission deployment rate scored 58/100.
  • Moderate — Financial Efficiency: Program expense ratio scored 48/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Operating margin scored 23/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 30/100.
  • High — Growth: Asset growth scored 0/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.