Woodside Home & School Association

Nonprofit profile at a glance

EIN
203613718
IRS 990-EZ coverage
2022–2022
Forms available
Form 990-EZ 2022, Form 990-N 2020
Location
Sussex, WI, USA
Rating
61
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Parent/Teacher Group

Reported finances

Revenue
$73,886
Expenses
$71,838
Assets
$2,048

Source: IRS Form 990-EZ. Selected filing: tax year 2022. Amounts in USD.

Leadership & pay

5 people listed

Executive titles in this filing

  • Julie Fromm (Co president)
  • Heather Rechlin (Co president)
  • Jeanne Hasenstab (co president)

People named in this filing

  • Katie Norris (Treasurer)
  • Julie Fromm (Co president)
  • Heather Rechlin (Co 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 2022. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Woodside Home and School Association is a tax exempt association made up of volunteers that coordinates annual fundraising events (without the assistance of professional fundraising companies) for Woodside Elementary School - a non profit, public school - also referred to as our "supporting organization". The contributions received from individuals are used for educational and literacy related purposes, such as classroom updates, new books, field trips, as well as directly towards the supplies and equipment for the events that are garnering the contributions.

What it reported doing in 2022

Field Trips - Woodside funds select field trips for grades 1-4 (approx 300-400 students) for places like the zoo, nature centers and farms. We also will fund field trips for students who are unable to afford it. This is typically less than 5 students/annually.

Operating model

Revenue model
Donor-supported. 100% of the money available for current operations came from contributions and gifts.
Distribution model
Direct operator. The filing allocates 95% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - 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: 53
  • Transparency & Controls: 82
  • Sustainability: 32
  • Growth: NotEnoughData

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 52.4%; rating input score 52
  • Program expense ratio: 53.9%; rating input score 54

Transparency & Controls

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

Sustainability

  • Operating margin: 2.8%; rating input score 51; 51st percentile among comparable filings
  • Total-asset coverage ratio: 0.03; rating input score 6; 6th 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: Limited
  • Revenue growth: Limited
  • Asset growth: Limited

Details

  • Where the money goes: 52.4% of revenue deployed · 53.9% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 3 filed program accomplishments · $39K in reported program spending
  • Leadership: top reported pay $0 · 5 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 2 filed schedules
  • 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.

  • Review — Financial Efficiency: Mission deployment rate scored 52/100.
  • Review — Financial Efficiency: Program expense ratio scored 54/100.
  • High — Sustainability: Total-asset coverage ratio scored 6/100.
  • Review — Sustainability: Operating margin scored 51/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.