Swanson Elementary School Parent Teacher Organization Inc

Nonprofit profile at a glance

EIN
391972645
IRS 990-EZ coverage
2021–2025
Forms available
Form 990-EZ 2025
Location
Brookfield, WI, USA
Phone
6082140114
Rating
63
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Single Organization Support

Reported finances

Revenue
$59,937
Expenses
$49,764
Assets
$26,959

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

6 people listed

Executive titles in this filing

  • Beth Kimmell (President)

People named in this filing

  • Justin Qualler (Secretary)
  • Beth Kimmell (President)
  • Shannon Goodwin (Special Events)

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 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Educatio0nal enrichment; supporting staff and students

What it reported doing in 2025

Swansonfest: The PTO funds a high-interest day which includes hiring facilitators and speakers for the day and providing lunch to all staff, students, and presenters. PTO reimburses presenters for supplies. Forges relationships with the community at large; directly impacts 850 students and 100 staff.

Operating model

Revenue model
Other-operating. 85% of the money available for current operations came from other operating revenue.
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 - The filed numbers largely add up and program spending has grown recently. 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: 47
  • Transparency & Controls: 82
  • Sustainability: 49
  • Growth: 80

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 43.8%; rating input score 44
  • Program expense ratio: 52.7%; rating input score 53

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 17%; rating input score 69; 69th percentile among comparable filings
  • Total-asset coverage ratio: 0.54; rating input score 33; 33rd 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: 14.3% per year; rating input score 100; 76th percentile among comparable filings
  • Revenue growth: 3.7% per year; rating input score 100; 65th percentile among comparable filings
  • Asset growth: -17.3% per year; rating input score 0; 12th percentile among comparable filings

Details

  • Where the money goes: 43.8% of revenue deployed · 52.7% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 3 filed program accomplishments · $26K in reported program spending
  • Leadership: top reported pay $0 · 6 people listed
  • Consistency: 6 of 7 current checks pass · 1 finding to review
  • Schedules: 2 filed schedules
  • Filing history: 5 filing years from 2021 to 2025
  • 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 — Financial Efficiency: Mission deployment rate scored 44/100.
  • Review — Financial Efficiency: Program expense ratio scored 53/100.
  • Moderate — Transparency & Controls: Part III transfer expenses within program total did not reconcile in the filed values.
  • Moderate — Sustainability: Total-asset coverage ratio scored 33/100.
  • High — Growth: Asset growth scored 0/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.