Civic Intelligence

Newton Lee Elementary School PTO Incorporated

990EZ • Fiscal year 2024 • EIN 20-3253693

Jul 01, 2023 to Jun 30, 2024 • Filed on Oct 18, 2024

43335 Gloucester ParkwayAshburn, VA 20147

(571) 252-1535

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

83rd percentile

32%

Higher net margin than 83% of similar nonprofits.

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

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

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

Asset Growth

84th percentile

45%

Faster asset growth than 84% of similar nonprofits.

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

Revenue Growth

33rd percentile

-11%

Faster revenue growth than 33% of similar nonprofits.

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

Assets

Up

$125,978

Up $38,901 (+45%) from 2023

Net Assets

Up

$125,978

Up $43,930 (+54%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$138,193

Down $17,459 (-11%) from 2023

Expenses

Down

$94,261

Down $31,781 (-25%) from 2023

Net Income

Up

$43,932

Up $14,322 (+48%) from 2023

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2012: $38,604Liabilities 2012: $02012Assets 2013: $33,748Liabilities 2013: $02013Assets 2014: $68,465Liabilities 2014: $7,0672014Assets 2015: $92,966Liabilities 2015: $13,7842015Assets 2016: $74,183Liabilities 2016: $2,5792016Assets 2017: $78,109Liabilities 2017: $8,2292017Assets 2018: $32,100Liabilities 2018: $3,1602018Assets 2019: $51,222Liabilities 2019: $6,160Net Assets 2019: $45,0622019Assets 2020: $63,067Liabilities 2020: $6,1602020Assets 2021: $56,429Liabilities 2021: $5,0292021Assets 2022: $57,466Liabilities 2022: $5,029Net Assets 2022: $52,4372022Assets 2023: $87,077Liabilities 2023: $5,029Net Assets 2023: $82,0482023Assets 2024: $125,978Net Assets 2024: $125,9782024Assets 2025: $129,826Net Assets 2025: $129,8262025

Highlighted filing

2024

Assets$125,978
Liabilities-
Net Assets$125,978

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2012: $172,419Expenses 2012: $183,989Net Income 2012: -$11,5702012Revenue 2013: $65,922Expenses 2013: $60,685Net Income 2013: $5,2372013Revenue 2014: $143,809Expenses 2014: $116,176Net Income 2014: $27,6332014Revenue 2015: $141,021Expenses 2015: $123,237Net Income 2015: $17,7842015Revenue 2016: $120,854Expenses 2016: $128,432Net Income 2016: -$7,5782016Revenue 2017: $127,386Expenses 2017: $129,111Net Income 2017: -$1,7252017Revenue 2018: $141,691Expenses 2018: $117,311Net Income 2018: $24,3802018Revenue 2019: $129,263Expenses 2019: $113,141Net Income 2019: $16,1222019Revenue 2020: $108,133Expenses 2020: $96,288Net Income 2020: $11,8452020Revenue 2021: $8,655Expenses 2021: $24,364Net Income 2021: -$15,7092021Revenue 2022: $114,851Expenses 2022: $113,814Net Income 2022: $1,0372022Revenue 2023: $155,652Expenses 2023: $126,042Net Income 2023: $29,6102023Revenue 2024: $138,193Expenses 2024: $94,261Net Income 2024: $43,9322024Revenue 2025: $86,576Expenses 2025: $82,730Net Income 2025: $3,8462025

Highlighted filing

2024

Revenue$138,193
Expenses$94,261
Net Income$43,932
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 18, 2024
Return Version
2023v5.0
Gross Receipts
$175,717
Mission and Program Overview

Mission

To support educational needs of the local elementary school

Program Services

DescriptionGrantsExpenses
THE AFTER SCHOOL ENRICHMENT PROGRAM IS RUN QUARTERLY WHERE TEACHERS RUN A CLUB/SPORT/STEAM ACTIVITY FOR STUDENTS (I.E., FRENCH CLUB,CHESS, LEGO, CLAY MAKING, PAINTING, ETC.). THESE ACTIVITIES RUN ONCE A WEEK ON VARIOUS DAYS FOR ABOUT AN HOUR. THE PARENTS HAVE AN OPPORTUNITY TO SIGN THEIR CHILDREN UP FOR THE PROGRAM OF INTEREST. A PORTION OF THE FUNDS ARE PAID TO THE TEACHER RUNNING THE CLUB, USED FOR THE PURCHASE OF THE SUPPLIES PURCHASED FOR THE CLUB AND AS A FUNDRAISER FOR THE PTO. THE AFTER SCHOOL ENRICHMENT PROGRAMS ARE A GREAT WAY FOR THE CHILDREN TO MAKE FRIENDS, HAVE FUN AND MEET THE STAFF.-$51,478
PROGRAM SERVICE ACCOMPLISHMENTS: INSTRUCTIONAL MATERIALS AND SUPPLIES - CONTRIBUTIONS TOWARD THE PURCHASE OF SCHOOL SUPPLIES AND EDUCATION INCLUDING BOOKS, NEWSPAPERS, CULTURAL PERFORMANCES, AND FIELD TRIPS. ALSO, FUNDRAISING FOR OUTDOOR LEARNING SPACE AND BUILDING ENHANCEMENTS.-$36,548
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATIE HARTNEYPresidentFT$0--
TIFANNY ESTRELLAVice-PresideFT$0--
THERESA MARCANTONIOSecretaryPT$0--
STEPHANY KERRTreasurerPT$0--
ISABEL ALFEIRANCoordinatorPT$0--
Filing and Contact Details

Filer

Filer Name
Newton-lee Elementary School Pto
EIN
20-3253693
Phone
5712521535
Address
43335 GLOUCESTER PARKWAY, ASHBURN, VA 20147

Signing Officer

Name
Katie Hartney
Title
President
Phone
5712521535
Signed
2024-10-18

Preparer

Firm
SK CPA'S & BUSINESS ADVISORS PLLC
Address
4460 BROOKFIELD CORPORATE DR STE F, CHANTILLY, VA 20151
Preparer
Frank Stitely
Phone
7038188284
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Miscellaneous income 6,756 total 6,756

Form 990-ez, Part I, Line 16

Expenses office 2,347 insurance 304 after school program exp 47,685 nle supplies and support 36,548 licenses and permits 25 pto supplies 683 pt board fees 130 school related expenses 308 non-investment depreciation 3,793 total 91,823

Form 990-ez, Part II, Line 24

Outdoor learning space 0 68,273 less accumulated depreciation 0 3,793 total 0 64,480

Form 990-ez, Part II, Line 26

Nle scholarships payable 4,000 0 school tree fund payable 1,029 0

Form 990-ez, Part III, Line 28

The after school enrichment program is run quarterly where teachers run a club/sport/steam activity for students (i.e., french club,chess, lego, clay making, painting, etc.). These activities run once a week on various days for about an hour. The parents have an opportunity to sign their children up for the program of interest. A portion of the funds are paid to the teacher running the club, used for the purchase of the supplies purchased for the club and as a fundraiser for the pto. The after school enrichment programs are a great way for the children to make friends, have fun and meet the staff.

Form 990-ez, Part III, Line 29

Program service accomplishments: instructional materials and supplies - contributions toward the purchase of school supplies and education including books, newspapers, cultural performances, and field trips. Also, fundraising for outdoor learning space and building enhancements.

Form 990-ez, Part V

Information regarding personal benefit contracts: the organization did not, during the year, receive any funds, directly, or indirectly, to pay premiums on a personal benefit contract. The organization, did not, during the year, pay any premiums, directly, or indirectly, on a personal benefit contract.

Raw XML Appendix169 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.

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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE AFTER SCHOOL ENRICHMENT PROGRAM IS RUN QUARTERLY WHERE TEACHERS RUN A CLUB/SPORT/STEAM ACTIVITY FOR STUDENTS (I.E., FRENCH CLUB,CHESS, LEGO, CLAY MAKING, PAINTING, ETC.). THESE ACTIVITIES RUN ONCE A WEEK ON VARIOUS DAYS FOR ABOUT AN HOUR. THE PARENTS HAVE AN OPPORTUNITY TO SIGN THEIR CHILDREN UP FOR THE PROGRAM OF INTEREST. A PORTION OF THE FUNDS ARE PAID TO THE TEACHER RUNNING THE CLUB, USED FOR THE PURCHASE OF THE SUPPLIES PURCHASED FOR THE CLUB AND AS A FUNDRAISER FOR THE PTO. THE AFTER SCHOOL ENRICHMENT PROGRAMS ARE A GREAT WAY FOR THE CHILDREN TO MAKE FRIENDS, HAVE FUN AND MEET THE STAFF.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROGRAM SERVICE ACCOMPLISHMENTS: INSTRUCTIONAL MATERIALS AND SUPPLIES - CONTRIBUTIONS TOWARD THE PURCHASE OF SCHOOL SUPPLIES AND EDUCATION INCLUDING BOOKS, NEWSPAPERS, CULTURAL PERFORMANCES, AND FIELD TRIPS. ALSO, FUNDRAISING FOR OUTDOOR LEARNING SPACE AND BUILDING ENHANCEMENTS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISCELLANEOUS INCOME 6,756 TOTAL 6,756
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE 2,347 INSURANCE 304 AFTER SCHOOL PROGRAM EXP 47,685 NLE SUPPLIES AND SUPPORT 36,548 LICENSES AND PERMITS 25 PTO SUPPLIES 683 PT BOARD FEES 130 SCHOOL RELATED EXPENSES 308 NON-INVESTMENT DEPRECIATION 3,793 TOTAL 91,823
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OUTDOOR LEARNING SPACE 0 68,273 LESS ACCUMULATED DEPRECIATION 0 3,793 TOTAL 0 64,480
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NLE SCHOLARSHIPS PAYABLE 4,000 0 SCHOOL TREE FUND PAYABLE 1,029 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE AFTER SCHOOL ENRICHMENT PROGRAM IS RUN QUARTERLY WHERE TEACHERS RUN A CLUB/SPORT/STEAM ACTIVITY FOR STUDENTS (I.E., FRENCH CLUB,CHESS, LEGO, CLAY MAKING, PAINTING, ETC.). THESE ACTIVITIES RUN ONCE A WEEK ON VARIOUS DAYS FOR ABOUT AN HOUR. THE PARENTS HAVE AN OPPORTUNITY TO SIGN THEIR CHILDREN UP FOR THE PROGRAM OF INTEREST. A PORTION OF THE FUNDS ARE PAID TO THE TEACHER RUNNING THE CLUB, USED FOR THE PURCHASE OF THE SUPPLIES PURCHASED FOR THE CLUB AND AS A FUNDRAISER FOR THE PTO. THE AFTER SCHOOL ENRICHMENT PROGRAMS ARE A GREAT WAY FOR THE CHILDREN TO MAKE FRIENDS, HAVE FUN AND MEET THE STAFF.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PROGRAM SERVICE ACCOMPLISHMENTS: INSTRUCTIONAL MATERIALS AND SUPPLIES - CONTRIBUTIONS TOWARD THE PURCHASE OF SCHOOL SUPPLIES AND EDUCATION INCLUDING BOOKS, NEWSPAPERS, CULTURAL PERFORMANCES, AND FIELD TRIPS. ALSO, FUNDRAISING FOR OUTDOOR LEARNING SPACE AND BUILDING ENHANCEMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6INFORMATION REGARDING PERSONAL BENEFIT CONTRACTS: THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY, OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT. THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY, OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III, LINE 29
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART V
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KATIE HARTNEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05712521535
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NEWTON-LEE ELEMENTARY SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0NEWT
ReturnHeader/Filer/EIN0203253693
ReturnHeader/Filer/PhoneNum05712521535
ReturnHeader/Filer/USAddress/AddressLine1Txt043335 GLOUCESTER PARKWAY
ReturnHeader/Filer/USAddress/CityNm0ASHBURN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201011146
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SK CPA'S & BUSINESS ADVISORS PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04460 BROOKFIELD CORPORATE DR STE F
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHANTILLY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020151
ReturnHeader/PreparerPersonGrp/PhoneNum07038188284
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FRANK STITELY
ReturnHeader/ReturnTs02024-10-18T15:52:44-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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.$1.30$1.30$0.87$0.83$0.04
2024Detailed filing. Detailed filing data is available for this year.$1.26$1.26$1.38$0.94$0.44
2023Detailed filing. Detailed filing data is available for this year.$0.87$0.05$0.82$1.56$1.26$0.30
2022Detailed filing. Detailed filing data is available for this year.$0.57$0.05$0.52$1.15$1.14$0.01
2021Summary only. Only limited summary data is available for this year.$0.56$0.05$0.09$0.24$0.16
2020Summary only. Only limited summary data is available for this year.$0.63$0.06$1.08$0.96$0.12
2019Summary only. Only limited summary data is available for this year.$0.51$0.06$0.45$1.29$1.13$0.16
2018Summary only. Only limited summary data is available for this year.$0.32$0.03$1.42$1.17$0.24
2017Summary only. Only limited summary data is available for this year.$0.78$0.08$1.27$1.29$0.02
2016Summary only. Only limited summary data is available for this year.$0.74$0.03$1.21$1.28$0.08
2015Summary only. Only limited summary data is available for this year.$0.93$0.14$1.41$1.23$0.18
2014Summary only. Only limited summary data is available for this year.$0.68$0.07$1.44$1.16$0.28
2013Summary only. Only limited summary data is available for this year.$0.34$0.00$0.66$0.61$0.05
2012Summary only. Only limited summary data is available for this year.$0.39$0.00$1.72$1.84$0.12