Whitefish Bay Middle School Parent Teacher Organization Inc

Nonprofit profile at a glance

EIN
831906182
IRS 990-EZ coverage
2023–2024
Forms available
Form 990-EZ 2024
Location
Whitefish Bay, WI, USA
Phone
4145340760
Rating
46
Verdict
MIXED
Rating confidence
Moderate
Sector
Parent/Teacher Group

Official website

Reported finances

Revenue
$19,788
Expenses
$21,108
Assets
$18,187
Liabilities
$0

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

Leadership & pay

5 people listed

Executive titles in this filing

  • SUSAN STADTMUELLER (PRESIDENT)
  • ABBY WILLIAMS (VICE PRESIDENT)

People named in this filing

  • SUSAN STADTMUELLER (PRESIDENT)
  • ABBY WILLIAMS (VICE PRESIDENT)
  • AMY MULCAHY (CO-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

Whitefish bay middle school pto's objective is to create a cooperative relationship among the pto, students, families, teachers and administrators of the whitefish bay middle school that will promote educational excellence, the well-being of children, and community involvement with a special emphasis on involving middle school parents and guardians to actively participate. Wfbms pto will endeavor to achieve these objectives by providing resources for educational, social and recreational needs, fostering a sense of community and cooperation, and providing monetary and volunteer support to achieve these objectives.

What it reported doing in 2024

Holiday boutique: an annual event attended by 200 or more middle school students, families and community members where local businesses and artisan crafters sell their goods.

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. 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: 22
  • Transparency & Controls: 82
  • Sustainability: 43
  • Growth: 0

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 21.9%; rating input score 22
  • Program expense ratio: 20.5%; rating input score 21

Transparency & Controls

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

Sustainability

  • Operating margin: -6.7%; rating input score 34; 34th percentile among comparable filings
  • Total-asset coverage ratio: 0.86; rating input score 42; 42nd 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: -13.5% per year; rating input score 0; 23rd percentile among comparable filings
  • Revenue growth: -32.3% per year; rating input score 0; 9th percentile among comparable filings
  • Asset growth: -7% per year; rating input score 0; 21st percentile among comparable filings

Details

  • Where the money goes: 21.9% of revenue deployed · 20.5% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 3 filed program accomplishments · $4K in reported program spending
  • Leadership: top reported pay $0 · 5 people listed
  • Consistency: 8 of 9 current checks pass · 1 finding to review
  • Schedules: 3 filed schedules
  • Filing history: 2 filing years from 2023 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.

  • High — Financial Efficiency: Mission deployment rate scored 22/100.
  • High — Financial Efficiency: Program expense ratio scored 21/100.
  • Moderate — Transparency & Controls: Part III transfer expenses within program total did not reconcile in the filed values.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • Moderate — Sustainability: Operating margin scored 34/100.
  • High — Growth: Asset growth scored 0/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 42/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.