Lois Harrison-Jones PTA

Nonprofit profile at a glance

EIN
541445580
IRS 990-EZ coverage
2012–2025
Forms available
Form 990-EZ 2025, Form 990-N 2024
Location
Richmond, VA, USA
Rating
76
Verdict
SUPPORTED
Rating confidence
Moderate

Official website

Reported finances

Revenue
$43,526
Expenses
$44,774
Assets
$14,314
Liabilities
$0

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

Leadership & pay

4 people listed

Executive titles in this filing

  • Gina Wurfel (President)

People named in this filing

  • Gina Wurfel (President)
  • Jennifer McHugh (Vice-Predident)
  • James Kaptuch (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 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Educational / Charitable

What it reported doing in 2025

The PTA funded a variety of teacher and staff appreciation activities, to include a monthly staff breakfast, gift cards, and staff meals for after-school events. These activities benefited approximately 80 school staff and teachers

Operating model

Revenue model
Other-operating. 66% of the money available for current operations came from other operating revenue.
Distribution model
Grant intermediary. The nonprofit sent 65% of its reported program spending out as grants.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Program spending has declined or grown slowly and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 76
  • Transparency & Controls: 82
  • Sustainability: 39
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 76.5%; rating input score 77
  • Program expense ratio: 74.4%; rating input score 74

Transparency & Controls

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

Sustainability

  • Operating margin: -2.9%; rating input score 37; 37th percentile among comparable filings
  • Total-asset coverage ratio: 0.32; rating input score 24; 24th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 66; 66th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: -1.4% per year; rating input score 0; 44th percentile among comparable filings
  • Revenue growth: 5.7% per year; rating input score 100; 71st percentile among comparable filings
  • Asset growth: 15.3% per year; rating input score 100; 79th percentile among comparable filings

Details

  • Where the money goes: 76.5% of revenue deployed · 74.4% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 3 filed program accomplishments · $33K in reported program spending
  • Leadership: top reported pay $0 · 4 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 2 filing years from 2012 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.

  • High — Growth: Program expense growth scored 0/100.
  • Moderate — Sustainability: Operating margin scored 37/100.
  • High — Sustainability: Total-asset coverage ratio scored 24/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.