Whispering Oak Elementary PTO
Nonprofit profile at a glance
- EIN
- 270695419
- IRS 990-EZ coverage
- 2019–2024
- Forms available
- Form 990-EZ 2024
- Location
- Winter Garden, FL, USA
- Phone
- 4076567773
- Rating
- 63
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Parent/Teacher Group
Reported finances
- Revenue
- $61,109
- Expenses
- $74,210
- Assets
- $82,393
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
5 people listed
Executive titles in this filing
- Monica Dillon (President)
- Laura Rounds (Vice President)
People named in this filing
- Monica Dillon (President)
- Sarah Morson (Director)
- Laura Rounds (Vice President)
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 PTO is organized for the purpose of supporting the education of children at Whispering Oak Elementary School by fostering positive relationships among the school, parents and teachers and to give financial support to the school by providing funds to enrich the learning environment of the school.
What it reported doing in 2024
Our Mission To improve the health and quality of life of the individuals and communities we serve
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
SUPPORTED - The filed numbers largely add up and revenue 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: 51
- Transparency & Controls: 82
- Sustainability: 31
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 54.2%; rating input score 54
- Program expense ratio: 44.6%; rating input score 45
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: -21.4%; rating input score 22; 22nd percentile among comparable filings
- Total-asset coverage ratio: 1.11; rating input score 49; 49th 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: -5.4% per year; rating input score 0; 35th percentile among comparable filings
- Revenue growth: 3.4% per year; rating input score 100; 66th percentile among comparable filings
- Asset growth: 0.9% per year; rating input score 100; 42nd percentile among comparable filings
Details
- Where the money goes: 54.2% of revenue deployed · 44.6% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 4 filed program accomplishments · $33K in reported program spending
- Leadership: top reported pay $0 · 5 people listed
- Consistency: 6 of 7 current checks pass · 1 finding to review
- Schedules: 3 filed schedules
- Filing history: 5 filing years from 2019 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.
- Review — Financial Efficiency: Mission deployment rate scored 54/100.
- Moderate — Financial Efficiency: Program expense ratio scored 45/100.
- Moderate — Transparency & Controls: Part III transfer expenses within program total did not reconcile in the filed values.
- High — Sustainability: Operating margin scored 22/100.
- High — Growth: Program expense growth scored 0/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 49/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.