Windermere Elementary Pta

Nonprofit profile at a glance

EIN
911822135
IRS 990-EZ coverage
2012–2017
Forms available
Form 990-EZ 2017
Location
Windermere, FL, USA
Phone
4078767520
Rating
90
Verdict
STRONG
Rating confidence
Moderate

Reported finances

Revenue
$79,021
Expenses
$53,293
Assets
$143,790
Liabilities
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2017. Amounts in USD.

Leadership & pay

10 people listed

Executive titles in this filing

  • Michaal Rossi (President)

People named in this filing

  • Michaal Rossi (President)
  • Kevin Maxson (Treasurer)
  • Holly Specht (1st VP, Communications)

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 2017. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The organization successfully brings parents, students, and teachers together to promote education and development, motivating the school and its community to work with other partners in education to achieve the best possible academic and social outcomes for Windermere Elementary School's children.

What it reported doing in 2017

Other programs: Yearbook, Mustang Stampede fundraiser, school supplies, spirit wear, facilities improvements, Guardian Angels support for disadvantaged students, facilities supplies, communication and outreach, sponsorship, rewards programs, playground improvements.

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

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filed totals do not add up and revenue has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 100
  • Transparency & Controls: 82
  • Sustainability: 77
  • Growth: 60

Detailed rating inputs

Financial Efficiency

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

Transparency & Controls

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

Sustainability

  • Operating margin: 32.6%; rating input score 85; 85th percentile among comparable filings
  • Total-asset coverage ratio: 2.7; rating input score 73; 73rd percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 74; 74th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 19.9% per year; rating input score 100; 83rd percentile among comparable filings
  • Revenue growth: -9.1% per year; rating input score 0; 28th percentile among comparable filings
  • Asset growth: 17.7% per year; rating input score 100; 83rd percentile among comparable filings

Details

  • Where the money goes: 100% of revenue deployed · 100% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 4 filed program accomplishments · $100K in reported program spending
  • Leadership: top reported pay $0 · 10 people listed
  • Consistency: 8 of 9 current checks pass · 1 finding to review
  • Schedules: 3 filed schedules
  • Filing history: 6 filing years from 2012 to 2017
  • 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.

Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.

  • Moderate — Transparency & Controls: Part III program expenses within total did not reconcile in the filed values.
  • High — Growth: Revenue growth scored 0/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.
  • High — Grant Readiness: Automatic revocation: this organization had its federal tax-exempt status automatically revoked.