Civic Intelligence

PTA Delware Congress

990EZ • Fiscal year 2018 • EIN 23-7077033

Jul 01, 2017 to Jun 30, 2018 • Filed on Jul 18, 2018

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

26th percentile

-8.3%

Higher net margin than 26% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

26th percentile

-13%

Faster asset growth than 26% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

42nd percentile

-4.1%

Faster revenue growth than 42% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$13,427

Down $1,950 (-13%) from 2017

Net Assets

Down

$13,427

Down $1,950 (-13%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin26th percentile

Revenue

Down

$23,432

Down $1,001 (-4.1%) from 2017

Expenses

Down

$25,382

Down $3,748 (-13%) from 2017

Net Income

Up

-$1,950

Up $2,747 (+58%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth26th 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

2018

Assets$13,427
Liabilities-
Net Assets$13,427
Open 2018 Filing

Operations Trend

Revenue Growth42nd 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

2018

Revenue$23,432
Expenses$25,382
Net Income-$1,950
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jul 18, 2018
Return Version
2017v2.3
Gross Receipts
$41,452
Mission and Program Overview

Mission

EDUCATIONAL/CHARITABLE

Program Services

DescriptionGrantsExpenses
CONDUCT EDUCATIONAL ASSEMBLIES/CLASSES AND PROVIDE ACADEMIC INCENTIVES FOR VARIOUS READING PROGRAMS-$15,948
PROVIDE TEACHERS WITH SUPPLIES/TRAINING NECESSARY FOR IMPROVED CLASSROOM LEARNINGS-$5,837
PROVIDE TEACHERS AND STUDENTS WITH FUN ACTIVITIES FOR SCHOOL LEARNING-$1,156
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MEGAN WATSONPresident-$0--
JEN BACHVice Preside-$0--
TRACY HURSTSecretary-$0--
GARY D HELDT JRTreasury-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising$18,357$18,357$3,496$14,861
Total Events$18,357$18,357$3,496$14,861
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
Megan Watson
Title
President
Phone
4102225800
Signed
2018-07-18
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 712 educational program expen 1,715 academic incentives 14,233 fun events 1,156 paw printers 1,411 teacher reimbursement 4,426 total 23,653”

Raw XML Appendix160 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/PhoneNum04107216000
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01119 MD ROUTE 3 N SUITE 210
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GAMBRILLS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MD
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd021054
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt015377
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt013427
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt09068
IRS990EZ/CostOfGoodsSoldAmt014524
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1950
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01729
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt015377
IRS990EZ/Form990TotalAssetsGrp/EOYAmt013427
IRS990EZ/FundraisingGrossIncomeAmt018357
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0-1755
IRS990EZ/GrossReceiptsAmt041452
IRS990EZ/GrossSalesOfInventoryAmt012769
IRS990EZ/GroupExemptionNum01999
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt03
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01255
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt015377
IRS990EZ/NetAssetsOrFundBalancesEOYAmt013427
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt015377
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt013427
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MEGAN WATSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JEN BACH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TRACY HURST
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/OtherExpensesTotalAmt023653
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/DescriptionProgramSrvcAccomTxt1PROVIDE TEACHERS WITH SUPPLIES/TRAINING NECESSARY FOR IMPROVED CLASSROOM LEARNINGS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PROVIDE TEACHERS AND STUDENTS WITH FUN ACTIVITIES FOR SCHOOL LEARNING
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt015948
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15837
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21156
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt03496
IRS990EZ/SpecialEventsNetIncomeLossAmt014861
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt025382
IRS990EZ/TotalProgramServiceExpensesAmt022941
IRS990EZ/TotalRevenueAmt023432
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.CES-PTA.COM
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt09068
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04351
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt010249
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt05715
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt033544
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt062927
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt032384
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt054272
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt018131
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt066806
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt022858
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0194451
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0257378
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt041452
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt058623
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt028380
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt072521
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt056402
IRS990ScheduleA/Total509Grp/TotalAmt0257378
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt041452
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt058623
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt028380
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt072521
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt056402
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0257378
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt03496
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUNDRAISING
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt018357
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt018357
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt018357
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt018357
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt014861
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03496
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03496
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES SUPPLIES 712 EDUCATIONAL PROGRAM EXPEN 1,715 ACADEMIC INCENTIVES 14,233 FUN EVENTS 1,156 PAW PRINTERS 1,411 TEACHER REIMBURSEMENT 4,426 TOTAL 23,653
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MEGAN WATSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04102225800
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-18
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/AtSubmissionCreationDeviceId0BB858BA31F04699E906BF4765556342F31FF276D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId008BD273990EA01E5E38543C8FC488B7685EB5954
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02018-08-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:25:33
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/PreparationDt02018-07-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GARY D HELDT JR CPA
ReturnHeader/ReturnTs02018-08-13T15:25:33-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,427
Liabilities
-
Net assets
$13,427
Revenue
$23,432
Expenses
$25,382
Net income
-$1,950
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