Civic Intelligence

PTA Delware Congress

990EZ • Fiscal year 2017 • EIN 23-7077033

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 16, 2017

Organization ProfileWWW.CES-PTA.COM
1405 Duke Of KentCrofton, MD 21114

(410) 222-5800

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

16th percentile

-19%

Higher net margin than 16% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

20th percentile

-20%

Faster asset growth than 20% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2017

Revenue Growth

23rd percentile

-20%

Faster revenue growth than 23% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$15,377

Down $8,801 (-36%) from 2015

Net Assets

Down

$15,377

Down $8,801 (-36%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin16th percentile

Revenue

Down

$24,433

Down $14,100 (-37%) from 2015

Expenses

Down

$29,130

Down $13,481 (-32%) from 2015

Net Income

Down

-$4,697

Down $619 (-15%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$100K$50K$0Assets 2015: $24,178Net Assets 2015: $24,1782015Assets 2017: $15,377Net Assets 2017: $15,3772017Assets 2018: $13,427Net Assets 2018: $13,4272018Assets 2019: $22,764Net Assets 2019: $22,7642019Assets 2020: $3,577Liabilities 2020: $1,500Net Assets 2020: $2,0772020Assets 2022: $50,545Liabilities 2022: $1,500Net Assets 2022: $49,0452022Assets 2023: $72,750Liabilities 2023: $0Net Assets 2023: $72,7502023Assets 2024: $82,080Liabilities 2024: $0Net Assets 2024: $82,0802024

Highlighted filing

2017

Assets$15,377
Liabilities-
Net Assets$15,377
Open 2017 Filing

Operations Trend

Revenue Growth23rd percentile

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

$60K$40K$20K$0-$20K-$40KRevenue 2015: $38,533Expenses 2015: $42,611Net Income 2015: -$4,0782015Revenue 2017: $24,433Expenses 2017: $29,130Net Income 2017: -$4,6972017Revenue 2018: $23,432Expenses 2018: $25,382Net Income 2018: -$1,9502018Revenue 2019: $49,578Expenses 2019: $40,241Net Income 2019: $9,3372019Revenue 2020: $6,831Expenses 2020: $27,518Net Income 2020: -$20,6872020Revenue 2022: $54,827Expenses 2022: $12,068Net Income 2022: $42,7592022Revenue 2023: $23,705Expenses 2023: $0Net Income 2023: $23,7052023Revenue 2024: $46,334Expenses 2024: $36,538Net Income 2024: $9,7962024

Highlighted filing

2017

Revenue$24,433
Expenses$29,130
Net Income-$4,697
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 16, 2017
Return Version
2016v3.0
Gross Receipts
$58,623
Mission and Program Overview

Mission

EDUCATIONAL/CHARITABLE

Program Services

DescriptionGrantsExpenses
CONDUCT EDUCATIONAL ASSEMBLIES/CLASSES AND PROVIDE ACADEMIC INCENTIVES FOR VARIOUS READING PROGRAMS-$14,196
IMPROVE SCHOOL FACILITIES TO PROVIDE BETTER ENVIRONMENT FOR LEARNINGS-$7,837
PROVIDE TEACHERS WITH SUPPLIES/TRAINING NECESSARY FOR IMPROVED CLASSROOM LEARNINGS-$1,936
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN JUPPEPresidentPT$0--
ANDREA FOSTER-POOLEVice Preside-$0--
JOHN SAINT AMOURSecretaryPT$0--
GARY D HELDT JRTreasury-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising$38,101$38,101$25,887$12,214
Total Events$38,101$38,101$25,887$12,214
Filing and Contact Details

Filer

Filer Name
Crofton Elementary School Pta Inc
EIN
23-7077033
Phone
4102225800
Address
1405 DUKE OF KENT, CROFTON, MD 21114

Signing Officer

Name
John Juppe
Title
President
Phone
4102225800
Signed
2017-10-16
Discuss with paid preparer
Yes

Preparer

Firm
Small Business Advisors
Address
1119 ROUTE 3 N STE 210, GAMBRILLS, MD 21054
Preparer
Gary D Heldt Jr CPA
Phone
4107216000
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses supplies 2,802 holly jolly workshop 1,074 miscellaneous operating 995 school improvement 7,837 academic incentives 14,196 paw printers 941 total 27,845”

Raw XML Appendix155 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0GARY D HELDT JR
IRS990EZ/BooksInCareOfDetail/PhoneNum04102225800
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01405 DUKE OF KENT
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CROFTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MD
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd021114
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt020074
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt015377
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt04351
IRS990EZ/CostOfGoodsSoldAmt08303
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4697
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01285
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt020074
IRS990EZ/Form990TotalAssetsGrp/EOYAmt015377
IRS990EZ/FundraisingGrossIncomeAmt038101
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0-1139
IRS990EZ/GrossReceiptsAmt058623
IRS990EZ/GrossSalesOfInventoryAmt07164
IRS990EZ/GroupExemptionNum01999
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt03
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt09004
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt020074
IRS990EZ/NetAssetsOrFundBalancesEOYAmt015377
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt020074
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt015377
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOHN JUPPE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANDREA FOSTER-POOLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOHN SAINT AMOUR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GARY D HELDT JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt027845
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATIONAL/CHARITABLE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CONDUCT EDUCATIONAL ASSEMBLIES/CLASSES AND PROVIDE ACADEMIC INCENTIVES FOR VARIOUS READING PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1IMPROVE SCHOOL FACILITIES TO PROVIDE BETTER ENVIRONMENT FOR LEARNINGS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PROVIDE TEACHERS WITH SUPPLIES/TRAINING NECESSARY FOR IMPROVED CLASSROOM LEARNINGS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt014196
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt17837
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21936
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt025887
IRS990EZ/SpecialEventsNetIncomeLossAmt012214
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt029130
IRS990EZ/TotalProgramServiceExpensesAmt023969
IRS990EZ/TotalRevenueAmt024433
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.CES-PTA.COM
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04351
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt010249
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt05715
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt033544
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt09047
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt062906
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt054272
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt018131
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt066806
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt022858
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt029540
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0191607
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0254513
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt058623
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt028380
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt072521
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt056402
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt038587
IRS990ScheduleA/Total509Grp/TotalAmt0254513
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt058623
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt028380
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt072521
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt056402
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt038587
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0254513
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt025887
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUNDRAISING
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt038101
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt038101
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt038101
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt038101
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt012214
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt025887
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt025887
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES SUPPLIES 2,802 HOLLY JOLLY WORKSHOP 1,074 MISCELLANEOUS OPERATING 995 SCHOOL IMPROVEMENT 7,837 ACADEMIC INCENTIVES 14,196 PAW PRINTERS 941 TOTAL 27,845
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN JUPPE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04102225800
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CROFTON ELEMENTARY SCHOOL PTA INC
ReturnHeader/Filer/BusinessNameControlTxt0CROF
ReturnHeader/Filer/EIN0237077033
ReturnHeader/Filer/PhoneNum04102225800
ReturnHeader/Filer/USAddress/AddressLine1Txt01405 DUKE OF KENT
ReturnHeader/Filer/USAddress/CityNm0CROFTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd021114
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId055768AC9CD56D4035E89663FEFE1880A83120F3A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00E008D22335C8037B6CA3E6951A2BEEDE5BC3940
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0522194327
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SMALL BUSINESS ADVISORS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01119 ROUTE 3 N STE 210
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GAMBRILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd021054
ReturnHeader/PreparerPersonGrp/PhoneNum04107216000
ReturnHeader/PreparerPersonGrp/PreparationDt02017-10-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GARY D HELDT JR CPA
ReturnHeader/ReturnTs02017-10-16T19:03:55-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,377
Liabilities
-
Net assets
$15,377
Revenue
$24,433
Expenses
$29,130
Net income
-$4,697
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$82.1$0.00$82.1$46.3$36.5$9.80
2023Detailed filing. Detailed filing data is available for this year.$72.8$0.00$72.8$23.7$0.00$23.7
2022Detailed filing. Detailed filing data is available for this year.$50.5$1.50$49.0$54.8$12.1$42.8
2020Detailed filing. Detailed filing data is available for this year.$3.58$1.50$2.08$6.83$27.5$20.7
2019Detailed filing. Detailed filing data is available for this year.$22.8$22.8$49.6$40.2$9.34
2018Detailed filing. Detailed filing data is available for this year.$13.4$13.4$23.4$25.4$1.95
2017Detailed filing. Detailed filing data is available for this year.$15.4$15.4$24.4$29.1$4.70
2015Detailed filing. Detailed filing data is available for this year.$24.2$24.2$38.5$42.6$4.08
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • <$500k nonprofits