Western Union Elementary School Pto Inc

Nonprofit profile at a glance

EIN
263392309
IRS 990-EZ coverage
2020–2024
Forms available
Form 990-EZ 2024, Form 990-N 2014
Location
Waxhaw, NC, USA
Rating
76
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Parent/Teacher Group

Reported finances

Revenue
$55,011
Expenses
$15,653
Assets
$60,747

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

Leadership & pay

4 people listed

Executive titles in this filing

  • Stephanie Vill (PTO President)
  • Kristie Metz (PTO Vice President)

People named in this filing

  • Stephanie Vill (PTO President)
  • Jessica Rittenour (PTO Secretary)
  • Marya Leal (PTO 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

The purpose of our PTO is for educational enrichment. We continue to provide much needed resources for our teachers to use. Whether it be in the classroom our outdoor classroom or offsite learning opportunities the PTO fundraises to cover those costs.

What it reported doing in 2024

Grade Level Assistance: We have 29 classroom teachers 5 specials teachers and 6 specialists. The grade level assistance program is where we allocate $15 per student for the classroom teacher to us to purchase items for the classroom. Each specials area is allocated $300 and each specialist is allocated $100. Stickers prize box materials classroom party materials Spanish and English reading materials for their classroom library Manipulative items for coordination Whiteboards for math lessons rhythm sticks and bells for music education chair pockets for students to organize their schoolwork while learning at tables. Screencastify subscriptions phonics materials.

Operating model

Revenue model
Other-operating. 84% 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 - A large share of total spending goes to programs and the filed numbers largely add up. A relatively small share of available resources goes toward mission work and some filed totals do not add up.

Rating breakdown

  • Financial Efficiency: 68
  • Transparency & Controls: 82
  • Sustainability: 75
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 47.7%; rating input score 48
  • Program expense ratio: 100%; rating input score 100

Transparency & Controls

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

Sustainability

  • Operating margin: 71.5%; rating input score 96; 96th percentile among comparable filings
  • Total-asset coverage ratio: 3.88; rating input score 80; 80th 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: 15.9% per year; rating input score 100; 79th percentile among comparable filings
  • Revenue growth: 23.1% per year; rating input score 100; 91st percentile among comparable filings
  • Asset growth: 12.7% per year; rating input score 100; 77th percentile among comparable filings

Details

  • Where the money goes: 47.7% of revenue deployed · 100% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 5 filed program accomplishments · $26K 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 2020 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 48/100.
  • Moderate — Transparency & Controls: Part III program expenses within total did not reconcile in the filed values.
  • Review — Sustainability: Officer compensation ratio scored 56/100.