Civic Intelligence

Belmont Station Elem School PTA

990EZ • Fiscal year 2021 • EIN 20-1285783

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 15, 2021

42977 Nashua StreetAshburn, VA 20147

(571) 252-2240

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2021

Net Margin

6th percentile

-123%

Higher net margin than 6% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

19th percentile

-18%

Faster asset growth than 19% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

5th percentile

-91%

Faster revenue growth than 5% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$43,305

Down $9,697 (-18%) from 2020

Net Assets

Down

$43,305

Down $9,697 (-18%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$7,882

Down $77,339 (-91%) from 2020

Expenses

Down

$17,579

Down $79,819 (-82%) from 2020

Net Income

Up

-$9,697

Up $2,480 (+20%) from 2020

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80K$60K$40K$20K$0Assets 2010: $14,635Liabilities 2010: $02010Assets 2011: $16,299Liabilities 2011: $02011Assets 2012: $26,811Net Assets 2012: $26,8112012Assets 2013: $20,951Liabilities 2013: $0Net Assets 2013: $20,9512013Assets 2014: $21,896Liabilities 2014: $02014Assets 2015: $63,651Liabilities 2015: $02015Assets 2016: $50,032Liabilities 2016: $02016Assets 2017: $55,645Net Assets 2017: $55,6452017Assets 2019: $65,176Net Assets 2019: $65,1762019Assets 2020: $53,002Net Assets 2020: $53,0022020Assets 2021: $43,305Net Assets 2021: $43,3052021Assets 2022: $24,041Liabilities 2022: $0Net Assets 2022: $24,0412022Assets 2023: $21,431Liabilities 2023: $0Net Assets 2023: $21,4312023Assets 2024: $24,406Liabilities 2024: $0Net Assets 2024: $24,4062024Assets 2025: $16,555Liabilities 2025: $0Net Assets 2025: $16,5552025

Highlighted filing

2021

Assets$43,305
Liabilities-
Net Assets$43,305

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2010: $36,263Expenses 2010: $62,231Net Income 2010: -$25,9682010Revenue 2011: $37,655Expenses 2011: $36,991Net Income 2011: $6642011Revenue 2012: $81,684Expenses 2012: $71,172Net Income 2012: $10,5122012Revenue 2013: $65,649Expenses 2013: $71,509Net Income 2013: -$5,8602013Revenue 2014: $67,867Expenses 2014: $66,922Net Income 2014: $9452014Revenue 2015: $138,896Expenses 2015: $97,141Net Income 2015: $41,7552015Revenue 2016: $83,621Expenses 2016: $97,240Net Income 2016: -$13,6192016Revenue 2017: $79,719Expenses 2017: $74,106Net Income 2017: $5,6132017Revenue 2019: $138,259Expenses 2019: $120,626Net Income 2019: $17,6332019Revenue 2020: $85,221Expenses 2020: $97,398Net Income 2020: -$12,1772020Revenue 2021: $7,882Expenses 2021: $17,579Net Income 2021: -$9,6972021Revenue 2022: $42,456Expenses 2022: $61,720Net Income 2022: -$19,2642022Revenue 2023: $82,602Expenses 2023: $85,212Net Income 2023: -$2,6102023Revenue 2024: $94,739Expenses 2024: $91,764Net Income 2024: $2,9752024Revenue 2025: $102,648Expenses 2025: $110,499Net Income 2025: -$7,8512025

Highlighted filing

2021

Revenue$7,882
Expenses$17,579
Net Income-$9,697
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 15, 2021
Return Version
2020v4.0
Gross Receipts
$9,394
Mission and Program Overview

Mission

We support the school and help enrich the students

Program Services

DescriptionGrantsExpenses
HOSPITALITY AND TEACHER APPRECIATION INCLUDING COMMUNITY NEEDS, TEACHER LUNCHEON AND STAFF APPRECIATION-$9,158
EDUCATIONAL ACTIVITIES AND SCHOOL IMPROVEMENT-$6,936
AFTER SCHOOL PROGRAMS - WE PROVIDE ADDITIONAL RESOURCES FOR INSTRUCTION NOT SUPPLIED BY THE SCHOOL BOARD, WHICH BENEFITS ALL STUDENTS--
STUDENT SCHOLARSHIPS--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHANNON GOLDBERGPresidentPT$0--
THERESA BEITERTreasurer-$0--
BETH GLOESecretary-$0--
AMANDA NICKLASVP Of Events-$0--
KELLY ONANVP Of Operat-$0--
Filing and Contact Details

Filer

Filer Name
Belmont Station Elem School Pta
EIN
20-1285783
Phone
5712522240
Address
42977 NASHUA STREET, ASHBURN, VA 20147

Signing Officer

Name
Shannon Goldberg
Title
President
Phone
5712522240
Signed
2021-11-15

Preparer

Firm
Huey and Associates Pc
Address
7201 WISCONSIN AVE STE 775, BETHESDA, MD 20814
Preparer
Jonathan L Nichols CPA
Phone
3019513744
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses educational activities 6,936 hospitality appreciation 9,158 national dues 1,022 insurance 377 supplies 11 total 17,504

Form 990-ez, Part III, Line 31

STUDENT SCHOLARSHIPS

Raw XML Appendix172 raw XML fields

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

Path#Value
CompensationExplanation/CompensationExplanationGrp/PersonNm0SHANNON GOLDBERG
CompensationExplanation/CompensationExplanationGrp/PersonNm1THERESA BEITER
CompensationExplanation/CompensationExplanationGrp/PersonNm2BETH GLOE
CompensationExplanation/CompensationExplanationGrp/PersonNm3AMANDA NICKLAS
CompensationExplanation/CompensationExplanationGrp/PersonNm4KELLY ONAN
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0THERESA BEITER
IRS990EZ/BooksInCareOfDetail/PhoneNum05712522240
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt042977 NASHUA STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ASHBURN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd020147
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt053002
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt012
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01788
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt053002
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt043305
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SHANNON GOLDBERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1THERESA BEITER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BETH GLOE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3AMANDA NICKLAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KELLY ONAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP OF EVENTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP OF OPERAT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt017504
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0WE SUPPORT THE SCHOOL AND HELP ENRICH THE STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0AFTER SCHOOL PROGRAMS - WE PROVIDE ADDITIONAL RESOURCES FOR INSTRUCTION NOT SUPPLIED BY THE SCHOOL BOARD, WHICH BENEFITS ALL STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1EDUCATIONAL ACTIVITIES AND SCHOOL IMPROVEMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2HOSPITALITY AND TEACHER APPRECIATION INCLUDING COMMUNITY NEEDS, TEACHER LUNCHEON AND STAFF APPRECIATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3STUDENT SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06936
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt19158
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt01512
IRS990EZ/SpecialEventsNetIncomeLossAmt02048
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt017579
IRS990EZ/TotalProgramServiceExpensesAmt016094
IRS990EZ/TotalRevenueAmt07882
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02954
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01899
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt05231
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt08848
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt016042
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt034974
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt012
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt035
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt081
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt040
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt016
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0184
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01080
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt08217
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt04598
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt090632
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0109832
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt05348
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt0105980
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt0164566
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt0115120
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0391014
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt012
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt035
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt081
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt040
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt016
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0184
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99970
IRS990ScheduleA/PublicSupportPY509Pct00.99970
IRS990ScheduleA/PublicSupportTotal509Amt0535820
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt09382
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0116096
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0175102
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0128566
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0106674
IRS990ScheduleA/Total509Grp/TotalAmt0535820
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt09394
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0116131
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0175183
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0128606
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0106690
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0536004
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES EDUCATIONAL ACTIVITIES 6,936 HOSPITALITY APPRECIATION 9,158 NATIONAL DUES 1,022 INSURANCE 377 SUPPLIES 11 TOTAL 17,504
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1STUDENT SCHOLARSHIPS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SHANNON GOLDBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05712522240
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BELMONT STATION ELEM SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0BELM
ReturnHeader/Filer/EIN0201285783
ReturnHeader/Filer/PhoneNum05712522240
ReturnHeader/Filer/USAddress/AddressLine1Txt042977 NASHUA STREET
ReturnHeader/Filer/USAddress/CityNm0ASHBURN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd020147
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0521658535
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HUEY AND ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07201 WISCONSIN AVE STE 775
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BETHESDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020814
ReturnHeader/PreparerPersonGrp/PhoneNum03019513744
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JONATHAN L NICHOLS CPA
ReturnHeader/ReturnTs02021-11-15T07:46:41-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SHANNON
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GOLDBERG
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$1.03$1.10$0.08
2024Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.95$0.92$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.83$0.85$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.42$0.62$0.19
2021Detailed filing. Detailed filing data is available for this year.$0.43$0.43$0.08$0.18$0.10
2020Detailed filing. Detailed filing data is available for this year.$0.53$0.53$0.85$0.97$0.12
2019Detailed filing. Detailed filing data is available for this year.$0.65$0.65$1.38$1.21$0.18
2017Detailed filing. Detailed filing data is available for this year.$0.56$0.56$0.80$0.74$0.06
2016Summary only. Only limited summary data is available for this year.$0.50$0.00$0.84$0.97$0.14
2015Summary only. Only limited summary data is available for this year.$0.64$0.00$1.39$0.97$0.42
2014Summary only. Only limited summary data is available for this year.$0.22$0.00$0.68$0.67$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.21$0.00$0.21$0.66$0.72$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.27$0.27$0.82$0.71$0.11
2011Summary only. Only limited summary data is available for this year.$0.16$0.00$0.38$0.37$0.01
2010Summary only. Only limited summary data is available for this year.$0.15$0.00$0.36$0.62$0.26