Horace Mann Elementary School PTA FY2019 filing

Public charity (501(c)(3)) Washington, DC Since 1985 EIN 52-1067634
Revenue
$612K
FY2019 · Pt VIII · Ln 12
Expenses
$690K
FY2019 · Pt IX · Ln 25
Net assets
$499K
FY2019 · Pt X · Ln 32
To programs
97%
FY2019 · Pt IX · col B
Revenue & expenses by yearFY2019–FY2024
Revenue
$612K
FY2019
Expenses
$690K
FY2019

Funds educational programs at Horace Mann Elementary School.

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Tax-deductible?
Yes
Per the IRS master file.
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Can I give now?
No revocation on IRS record
Not on the IRS revocation list.
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Filing up to date?
Filed FY2024 (typical filing lag)
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Foundation funders?
3 funders, incl. American Online Giving Foundation INC
$24K in the latest grant year.
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Spent on programs?
97% to programs
Form 990 Part IX, latest filing.
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Size and trend
$100K–1M
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Form 990 for the fiscal year ending July 2019 (IRS tax year 2018).


Funds educational programs at Horace Mann Elementary School.

Founded
1985
Type
Public charity (501(c)(3)) · Nonprofit
Location
Washington, DC
Filings
6 on file (2019–2019)
You’re viewing the FY2019 filing — not the latest on file. See the latest (FY2024) →
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Where the money goes · FY2019
Where spending went · Part IX cols B–D
Program services $0.97 Management & general $0.03
Program efficiency
97%
of spending reaches programs
Operating runway
8.7mo
months of highly liquid reserves at operating expense rate
Surplus margin
-13%
revenue over expenses, this year

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Summary of the Filing

Part I · fiscal year 2019 · Form 990
Total assets
$499K
FY2019
Total liabilities
$0
FY2019
Revenue less expensesPt I · Ln 19−$78K
Total assetsPt X · Ln 16$499K
Program-expense ratioPt IX · col B97%
Voting members of governing bodyPt I · Ln 324
Independent voting membersPt I · Ln 424

Identity & Classification

Form 990 Header · IRS Business Master File
Legal name (IRS)Hdr · item CHorace Mann Elementary School PTA
EINHdr · item D52-1067634
Principal addressHdr · item CWashington, DC
WebsiteHdr · item Jnone reported
Year of formationHdr · item L1985
State of legal domicileHdr · item MDC
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFNonprofit
Ruling yearIRS BMFMay 1985

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a24
Independent voting membersPt VI · Ln 1b24
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 (FY2018); the FY2019 filing did not itemize Part VII
Co-President
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Treasurer Payables
$0Pt VII · Sec A
Treasurer Receivables
$0Pt VII · Sec A
Treasurer Membership
$0Pt VII · Sec A
Co-President
$0Pt VII · Sec A
Vice President Internal Affai
$0Pt VII · Sec A
Vice President External Affai
$0Pt VII · Sec A
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Mission & Programs · Part III

Where the work happens

3 program services account for $671K of program spending, described in the organization's own filed words · FY2018.
01

Enrichment Teachers and Classroom Aides

Additional Instructores in Science, Art, Music, Mathematics, Physical Education, and Supplementary Aides for small group instructions for grades pre K to grade 5

$671Kprogram expense
02

Classroom Supplies and Materials

Extra Textbooks, supplies, materials and equipment to supplement those provided by District of Columbia Public Schools for grades pre-k to 5.

Pt IX · col B
03

Conference Fees

Staff Development Grants Provided to Horace Mann Elementary School Teachers to attend training conferences and seminars

Pt IX · col B

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Statement of Revenue

Part VIII
Contributions & grants$625K · 102%
Program service revenue$10K · 2%
Contributions & grants102%$625K
Program service revenue2%$10K
Investment income$254
Total revenueLn 12$612K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.97 Management & general $0.03
Program services97%$671K
Management & general3%$19K
Total functional expensesLn 25$690K

Balance Sheet

Part X · end of year
CashLn 1$499K
Total assetsLn 16$499K
Total liabilitiesLn 26$0
Total net assetsLn 32$499K
Months of cash on handcomputed8.7

Financial Metrics

Form 990 · FY2019 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $499K · Operating expenses/yr $690K
8.7 months
Where the money goes
Program services
Program services $671K · Total expenses $690K
97%
Management & General
Management & general $19K · Total expenses $690K
3%
Fundraising
Fundraising $0 · Total expenses $690K
0%
Cost to raise $1
Fundraising expense $0 · Solicited contributions $625K
Solicited contributions below reporting floor
Where the money comes from
Contribution dependence
Contributions & grants $625K · Total revenue $612K
102%
Government reliance
Government grants — · Total revenue $612K
—
Earned-income share
Program service revenue $10K · Total revenue $612K
2%
Investment reliance
Investment income $254 · Total revenue $612K
+0.04%
Program self-sufficiency
Program service revenue $10K · Total expenses $690K
2%
Growth & trend
Revenue growth (YoY)
This year $612K · Prior year —
No prior year on file
Net-asset trend (YoY)
End of year $499K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $612K · Expenses $690K
-13%
Liabilities-to-Assets
Total liabilities — · Total assets $499K
—
Net-asset ratio
Net assets $499K · Total assets $499K
100%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $499K
Excludes program-related investments (Pt X, ln 13)
People & payroll
Highest Reported Total Compensation
Individual Meg Joseph · Reported title Co-President · Highest reported compensation $0 · Total expenses $690K
0%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $398K · Total expenses $690K
58%
Peer comparison

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

MetricThis orgPeer medianPercentile
Program ratio 97%——
Overhead ratio 3%——
Fundraising cost ratio 0%——
Accounting fee ratio 0.10%——

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 · FY2024
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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
FY2024$455K revenue · ⤓ 990 PDF
FY2023$460K revenue · ⤓ 990 PDF
FY2022$483K revenue · ⤓ 990 PDF
FY2021$160K revenue · ⤓ 990 PDF
FY2020$479K revenue · ⤓ 990 PDF
FY2019$612K revenue · viewing · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2019IRS
Classification, formation year, addressIRS Business Master File
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