Tehaleh Heights Pta 585

Nonprofit profile at a glance

EIN
830812855
IRS 990-EZ coverage
2018–2023
Forms available
Form 990-EZ 2023, Form 990-N 2020
Location
Tacoma, WA, USA
Phone
2069150531
Rating
69
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Parent/Teacher Group

Official website

Reported finances

Revenue
$60,496
Expenses
$65,521
Assets
$35,552

Source: IRS Form 990-EZ. Selected filing: tax year 2023. Amounts in USD.

Leadership & pay

4 people listed

Executive titles in this filing

  • Lindsay Petersen (President)
  • Lauren Adams (Vice President)

People named in this filing

  • Lindsay Petersen (President)
  • Lauren Adams (Vice President)
  • Amy Billdt (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 2023. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To support the education, health, and welfare of all children and youth.

What it reported doing in 2023

Student support/enrichment/ education - family assistance (approximately 6 families), step-up incentives (approximately 375 students), emergency kits (approximately 18 classrooms and 375 students), enrichment grant fund (approximately 375 students), teacher lead theater program (approximately 150 students), stem project support (approximately 375 students), legacy charm program (more than 375 students), school event consumables (approximately 375 students per school event), raise craze prizes (approximately 250 students). Book fair (approximately 900 students and community members due to book donations made to a neighboring school and story time offered to local toddlers), winter polar express event (approximately 300 students), and art docent program (approximately 350 students). The items serve to support the monetary needs of educational and enrichment opportunities for current and future students.

Operating model

Revenue model
Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
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 a large share of available resources goes toward mission work. A relatively small share of total spending goes to programs and some filed totals do not add up.

Rating breakdown

  • Financial Efficiency: 60
  • Transparency & Controls: 82
  • Sustainability: 32
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 62.5%; rating input score 62
  • Program expense ratio: 57.7%; rating input score 58

Transparency & Controls

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

Sustainability

  • Operating margin: -8.3%; rating input score 34; 34th percentile among comparable filings
  • Total-asset coverage ratio: 0.54; rating input score 31; 31st 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: 0.2% per year; rating input score 100; 50th percentile among comparable filings
  • Revenue growth: 5.9% per year; rating input score 100; 74th percentile among comparable filings
  • Asset growth: 9.8% per year; rating input score 100; 71st percentile among comparable filings

Details

  • Where the money goes: 62.5% of revenue deployed · 57.7% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 3 filed program accomplishments · $38K in reported program spending
  • Leadership: top reported pay $0 · 4 people listed
  • Consistency: 6 of 7 current checks pass · 1 finding to review
  • Schedules: 3 filed schedules
  • Filing history: 5 filing years from 2018 to 2023
  • 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: Program expense ratio scored 58/100.
  • Moderate — Transparency & Controls: Part III transfer expenses within program total did not reconcile in the filed values.
  • Moderate — Sustainability: Operating margin scored 34/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 31/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.