Ann Smith Elementary PTO EIN 26-0811355

Ann Smith Elementary PTO

EIN  26-0811355 Public charity (501(c)(3)) Ridgeland, MS
Form 990 (PDF) Compare with another nonprofit →
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Size
<$100K
What they do
an education nonprofit
Leadership
Lani Raush · President
Money in and out
$51K revenue, $36K expenses
Bottom line
96% program efficiency

Ann Smith Elementary PTO is an education nonprofit based in Ridgeland, MS. For fiscal year 2020 it reported $51K in revenue, $36K in expenses, and $101K in net assets.Pt I

Where the money goes · FY2020
Total revenue
$51K
Pt VIII · Ln 12
Total expenses
$36K
Pt IX · Ln 25
Net assets
$101K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $14K
Where spending went · Part IX cols B–D
Program services $0.96 Management & general $0.04
Program efficiency
96%
of spending reaches programs▲ +3% vs prior filing year
Operating runway
33.2mo
months of highly liquid reserves at operating expense rate▲ +45% vs prior filing year
Surplus margin
+28%
revenue over expenses, this year▲ +8% vs prior filing year

Summary of the Filing

Part I · fiscal year 2020 · Form 990
Revenue
$51K
FY2020▼ -17%
Expenses
$36K
FY2020▼ -20%
Total assets
$101K
FY2020▲ +17%
Total liabilities
$0
FY2020
Total revenue
$51K
Pt VIII · Ln 12
Total expenses
$36K
Pt IX · Ln 25
Net assets
$101K
Pt X · Ln 32
Revenue less expensesPt I · Ln 19$14K
Total assetsPt X · Ln 16$101K
Program-expense ratioPt IX · col B96%
Voting members of governing bodyPt I · Ln 36
Independent voting membersPt I · Ln 46
Mission & Programs · Part III

Where the work happens

1 program service account for $35K of program spending, described in the organization's own filed words · FY2019.
01

The pto supports educational program at madison avenue upper elementary by purchasing educational equipment, supplies, computers & making capital improvements.

$35Kprogram expense

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Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CAnn Smith Elementary PTO
EINHdr · item D26-0811355
Principal addressHdr · item CRidgeland, MS
WebsiteHdr · item Jnone reported
Year of formationHdr · item Lpending
State of legal domicileHdr · item MMS
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFEducation (B94)
Ruling yearIRS BMFMay 2009

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a6
Independent voting membersPt VI · Ln 1b6
Conflict-of-interest policyPt VI · Ln 12aNo
Whistleblower policyPt VI · Ln 13No
Document retention policyPt VI · Ln 14No
CEO/top-official compensation independently reviewedPt VI · Ln 15aNo
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
President
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
Assistant Tr
$0Pt VII · Sec A
Vice Preside
$0Pt VII · Sec A
Vice-Rreside
$0Pt VII · Sec A
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Statement of Revenue

Part VIII
Program service revenue100%$51K
Contributions & grants$53
Investment income$22
Total revenueLn 12$51K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.96 Management & general $0.04
Program services96%$35K
Management & general4%$1K
Total functional expensesLn 25$36K

Balance Sheet

Part X · end of year
CashLn 1$101K
Total assetsLn 16$101K
Total liabilitiesLn 26$0
Total net assetsLn 32$101K
Months of cash on handcomputed33.2

Financial Metrics

Form 990 · FY2020 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $101K · Operating expenses/yr $36K
33.2 months
Where the money goes
Program services
Program services $35K · Total expenses $36K
96%
Management & General
Management & general $1K · Total expenses $36K
4%
Fundraising
Fundraising $0 · Total expenses $36K
0%
Cost to raise $1
Fundraising expense (2-yr avg) $0 · Solicited contributions (2-yr avg) $124
Solicited contributions below reporting floor
Where the money comes from
Contribution dependence
Contributions & grants $53 · Total revenue $51K
0%
Government reliance
Government grants — · Total revenue $51K
Earned-income share
Program service revenue $51K · Total revenue $51K
100%
Investment reliance
Investment income $22 · Total revenue $51K
0%
Program self-sufficiency
Program service revenue $51K · Total expenses $36K
139%
Growth & trend
Revenue growth (YoY)
This year $51K · Prior year $61K
-17%
Net-asset trend (YoY)
End of year $101K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $51K · Expenses $36K
+28%
Liabilities-to-Assets
Total liabilities — · Total assets $101K
Net-asset ratio
Net assets $101K · Total assets $101K
100%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $101K
Excludes program-related investments (Pt X, ln 13)
People & payroll
Highest Reported Total Compensation
Individual Lani Raush · Reported title PRESIDENT · Highest reported compensation $0 · Total expenses $36K
0%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) — · Total expenses $36K
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 96%
Overhead ratio 4%
Fundraising cost ratio 0%
Revenue growth -17%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · funders on record
Grants received · FY2023
Total grants receivedfrom 1 funder$39

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2020 (Latest)$51K revenue · viewing · ⤓ 990 PDF
FY2019$61K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2020IRS
Classification, formation year, addressIRS Business Master File
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