Civic Intelligence

Marshall Elementary Parent Teacher Organization

EIN 03-0584837 • 501(c)3 • Manassas, VA

Profile

Providing logistical and financial support to the teachers and staff of Marshall Elementary School and to promote and foster educational activities for the students.

12505 Kahns RoadManassas, VA 20112

marshall.my-pto.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

81st percentile

0.15x

Higher debt load relative to assets than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

81st percentile

0.09x

Higher debt load relative to revenue than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

79th percentile

26%

Higher net margin than 79% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

92nd percentile

85%

Faster asset growth than 92% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

88th percentile

68%

Faster revenue growth than 88% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$63,216

Up $29,036 (+85%) from 2023

Liabilities

Flat

$9,770

Flat from 2023

Net Assets

Up

$53,446

Up $29,036 (+119%) from 2023

Revenue

Up

$110,179

Up $44,776 (+68%) from 2023

Expenses

Up

$81,143

Up $27,696 (+52%) from 2023

Net Income

Up

$29,036

Up $17,080 (+143%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2010: $26,704Liabilities 2010: $3,378Net Assets 2010: $23,3262010Assets 2016: $68,235Liabilities 2016: $14,4302016Assets 2017: $21,791Liabilities 2017: $9,9692017Assets 2018: $36,362Liabilities 2018: $10,659Net Assets 2018: $25,7032018Assets 2019: $23,719Liabilities 2019: $10,6592019Assets 2022: $23,113Liabilities 2022: $10,659Net Assets 2022: $12,4542022Assets 2023: $34,180Liabilities 2023: $9,770Net Assets 2023: $24,4102023Assets 2024: $63,216Liabilities 2024: $9,770Net Assets 2024: $53,4462024

Highlighted filing

2024

Assets$63,216
Liabilities$9,770
Net Assets$53,446

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2010: $28,756Expenses 2010: $13,354Net Income 2010: $15,4022010Revenue 2016: $60,802Expenses 2016: $14,317Net Income 2016: $46,4852016Revenue 2017: $51,254Expenses 2017: $93,237Net Income 2017: -$41,9832017Revenue 2018: $60,001Expenses 2018: $46,120Net Income 2018: $13,8812018Revenue 2019: $40,785Expenses 2019: $53,428Net Income 2019: -$12,6432019Revenue 2022: $67,271Expenses 2022: $58,031Net Income 2022: $9,2402022Revenue 2023: $65,403Expenses 2023: $53,447Net Income 2023: $11,9562023Revenue 2024: $110,179Expenses 2024: $81,143Net Income 2024: $29,0362024

Highlighted filing

2024

Revenue$110,179
Expenses$81,143
Net Income$29,036

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Jul 27, 2025
Return Version
2023v6.0
Gross Receipts
$130,057
Mission and Program Overview

Mission

Providing logistical and financial support to the teachers and staff of Marshall Elementary School and to promote and foster educational activities for the students.

Program Services

DescriptionGrantsExpenses
Providing logistical and financial support to the teachers and staff of Marshall Elementary School and to promote and foster educational activities for the students.$0$81,143
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Caitlin ReisingPresidentPT$0--
Margaret MontgomeryVice PresidentPT$0--
Jennifer LockhartTreasurerPT$0--
Kristin AshtonSecretaryPT$0--
Sarah RiechersStaff Vice PresidentPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run$35,909$35,909$7,853$28,056
Readathon$28,384$28,384$1,534$26,850
Total Events$115,909$115,909$15,147$100,762
Filing and Contact Details

Filer

Filer Name
Marshall Elementary Parent Teacher Organization
EIN
03-0584837
Phone
7576191093
Address
12505 Kahns Road, Manassas, VA 20112

Signing Officer

Name
Kelly Jakubowicz
Title
Treasurer
Phone
7576191093
Signed
2025-07-27
Discuss with paid preparer
Yes

Preparer

Firm
Expert Tax Service Inc
Address
8304 Holly Haven Lane, Fairfax Station, VA 22039
Preparer
Denise Carson
Phone
7039097702
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

Technology Upgrade 100.

Form 990EZ, Part I, Line 16

Insurance 780.

Form 990EZ, Part I, Line 16

Office Expense 2214.

Form 990EZ, Part I, Line 16

Teacher Supplies 5390.

Form 990EZ, Part I, Line 16

Programs 70402.

Form 990EZ, Part I, Line 16

Promotional 220.

Form 990EZ, Part I, Line 16

Taxes and Licenses 35.

Form 990EZ, Part II, Line 26

Pending Technology Disbursement 9770. 9770.

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OtherEmployeePaidOver100kCnt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Technology Upgrade 100.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance 780.
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Kelly Jakubowicz
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07576191093
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-27
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ReturnHeader/Filer/EIN0030584837
ReturnHeader/Filer/PhoneNum07576191093
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ReturnHeader/Filer/USAddress/CityNm0Manassas
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ReturnHeader/Filer/USAddress/ZIPCd020112
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08304 Holly Haven Lane
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
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ReturnHeader/PreparerPersonGrp/PhoneNum07039097702
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Denise Carson
ReturnHeader/ReturnTs02025-09-01T18:15:38-07:00
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ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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