TurnerBartels K-8 PTSA

Nonprofit profile at a glance

EIN
471128974
IRS 990-EZ coverage
2016–2024
Forms available
Form 990 2015, Form 990-EZ 2024, Form 990-N 2021
Location
Tampa, FL, USA
Phone
8139079066
Rating
57
Verdict
MIXED
Rating confidence
Moderate

Official website

Reported finances

Revenue
$82,211
Expenses
$76,203
Assets
$27,360
Liabilities
$0

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

Leadership & pay

7 people listed

Executive titles in this filing

  • Ali Wilbur (President)

People named in this filing

  • Ali Wilbur (President)
  • Nicole Reber (VP)
  • Rebecca Reid (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

Parent Teacher Student Association (PTSA) for Turner Bartels K-8 School mission is to make every child's potential a reality by engaging and empowering families and communities to advocate for all children.

What it reported doing in 2024

Teacher Grants given to teachers based on STEM criteria in application. Provides educators with much needed classroom supplies that help teach STEM focused curriculum

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

MIXED - 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: 35
  • Transparency & Controls: 82
  • Sustainability: 49
  • Growth: 80

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 33.6%; rating input score 34
  • Program expense ratio: 36.2%; rating input score 36

Transparency & Controls

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

Sustainability

  • Operating margin: 7.3%; rating input score 58; 58th percentile among comparable filings
  • Total-asset coverage ratio: 0.36; rating input score 24; 24th 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: 10.2% per year; rating input score 100; 72nd percentile among comparable filings
  • Revenue growth: 0.2% per year; rating input score 100; 52nd percentile among comparable filings
  • Asset growth: -4.7% per year; rating input score 0; 25th percentile among comparable filings

Details

  • Where the money goes: 33.6% of revenue deployed · 36.2% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 3 filed program accomplishments · $28K in reported program spending
  • Leadership: top reported pay $0 · 7 people listed
  • Consistency: 8 of 9 current checks pass · 1 finding to review
  • Schedules: 3 filed schedules
  • Filing history: 7 filing years from 2016 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 — Financial Efficiency: Mission deployment rate scored 34/100.
  • Moderate — Financial Efficiency: Program expense ratio scored 36/100.
  • Moderate — Transparency & Controls: Part III transfer expenses within program total did not reconcile in the filed values.
  • High — Sustainability: Total-asset coverage ratio scored 24/100.
  • High — Growth: Asset growth scored 0/100.
  • Review — Sustainability: Operating margin scored 58/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.