Union Elementary School PTSO
Nonprofit profile at a glance
- EIN
- 300275605
- IRS 990-EZ coverage
- 2009–2024
- Forms available
- Form 990-EZ 2024
- Location
- West Chester, OH, USA
- Phone
- 5137772201
- Rating
- 54
- Verdict
- MIXED
- Rating confidence
- Moderate
- Sector
- Parent/Teacher Group
Reported finances
- Revenue
- $84,189
- Expenses
- $69,109
- Assets
- $46,099
- Liabilities
- $0
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
10 people listed
People named in this filing
- JEN FELDMEYER (CoPresident)
- JENN TODD (CoPresident)
- SARAH HOLLAND (CoTreasurer)
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 Organization
What it reported doing in 2024
After School Program
Operating model
- Revenue model
- Donor-supported. 65% of the money available for current operations came from contributions and gifts.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
MIXED - 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: 33
- Transparency & Controls: 82
- Sustainability: 59
- Growth: 40
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 30.4%; rating input score 30
- Program expense ratio: 37.1%; rating input score 37
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 17.9%; rating input score 71; 71st percentile among comparable filings
- Total-asset coverage ratio: 0.67; rating input score 36; 36th 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: -1.8% per year; rating input score 0; 43rd percentile among comparable filings
- Revenue growth: 4.8% per year; rating input score 100; 70th percentile among comparable filings
- Asset growth: -0.3% per year; rating input score 0; 37th percentile among comparable filings
Details
- Where the money goes: 30.4% of revenue deployed · 37.1% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $26K in reported program spending
- Leadership: top reported pay $0 · 10 people listed
- Consistency: 6 of 7 current checks pass · 1 finding to review
- Schedules: 2 filed schedules
- Filing history: 15 filing years from 2009 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.
- Moderate — Financial Efficiency: Mission deployment rate scored 30/100.
- Moderate — Financial Efficiency: Program expense ratio scored 37/100.
- Moderate — Transparency & Controls: Part I part ii net assets crosscheck did not reconcile in the filed values.
- High — Growth: Program expense growth scored 0/100.
- High — Growth: Asset growth scored 0/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 36/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.