Stallings Elementary PTO

Nonprofit profile at a glance

EIN
261952153
IRS 990-EZ coverage
2022–2024
Forms available
Form 990-EZ 2024
Location
Matthews, NC, USA
Rating
58
Verdict
MIXED
Rating confidence
Moderate
Sector
Parent/Teacher Group

Reported finances

Revenue
$138,178
Expenses
$65,302
Assets
$155,930

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

Leadership & pay

4 people listed

Executive titles in this filing

  • Krista Heafner (President)
  • Joanne Estep (Vice President)

People named in this filing

  • Krista Heafner (President)
  • Joanne Estep (Vice President)
  • Ashton Hunter (Secretary)

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

Support Stallings Elementary School students and staff

What it reported doing in 2024

Faculty start up funds - provide funds for beginning of year classroom expenses benefits students and and faculty

Operating model

Revenue model
Donor-supported. 99% of the money available for current operations came from contributions and gifts.
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

MIXED - The filed numbers largely add up and revenue comfortably covers expenses. 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: 37
  • Transparency & Controls: 82
  • Sustainability: 77
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 26%; rating input score 26
  • Program expense ratio: 55.1%; rating input score 55

Transparency & Controls

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

Sustainability

  • Operating margin: 52.7%; rating input score 94; 94th percentile among comparable filings
  • Total-asset coverage ratio: 2.39; rating input score 85; 85th percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings

Growth

  • Program expense growth: -31.8% per year; rating input score 0; 7th percentile among comparable filings
  • Revenue growth: 30.9% per year; rating input score 100; 91st percentile among comparable filings
  • Asset growth: 36.7% per year; rating input score 100; 90th percentile among comparable filings

Details

  • Where the money goes: 26% of revenue deployed · 55.1% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 3 filed program accomplishments · $36K in reported program spending
  • Leadership: top reported pay $0 · 4 people listed
  • Consistency: 7 of 8 current checks pass · 1 finding to review
  • Schedules: 1 filed schedules
  • Filing history: 2 filing years from 2022 to 2024
  • Contacts: How to reach this organization
  • Money network: Resolved incoming and outgoing counterparties from filed money flows.
  • 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 — Financial Efficiency: Mission deployment rate scored 26/100.
  • Review — Financial Efficiency: Program expense ratio scored 55/100.
  • Moderate — Transparency & Controls: Part III transfer expenses within program total did not reconcile in the filed values.
  • High — Growth: Program expense growth scored 0/100.