Civic Intelligence

PTA Delware Congress

990EZ • Fiscal year 2020 • EIN 23-7077033

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 03, 2020

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

87th percentile

0.42x

Higher debt load relative to assets than 87% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

84th percentile

0.22x

Higher debt load relative to revenue than 84% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

4th percentile

-303%

Higher net margin than 4% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

4th percentile

-84%

Faster asset growth than 4% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

6th percentile

-86%

Faster revenue growth than 6% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets87th percentile

Assets

Down

$3,577

Down $19,187 (-84%) from 2019

Net Assets

Down

$2,077

Down $20,687 (-91%) from 2019

Liabilities

$1,500

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin4th percentile

Revenue

Down

$6,831

Down $42,747 (-86%) from 2019

Expenses

Down

$27,518

Down $12,723 (-32%) from 2019

Net Income

Down

-$20,687

Down $30,024 (-322%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth4th 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

2020

Assets$3,577
Liabilities$1,500
Net Assets$2,077
Open 2020 Filing

Operations Trend

Revenue Growth6th 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

2020

Revenue$6,831
Expenses$27,518
Net Income-$20,687
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 3, 2020
Return Version
2019v5.0
Gross Receipts
$17,157
Mission and Program Overview

Mission

EDUCATIONAL/CHARITABLE

Program Services

DescriptionGrantsExpenses
PROVIDE TEACHERS WITH SUPPLIES/TRAINING NECESSARY FOR IMPROVED CLASSROOM LEARNINGS-$15,353
CONDUCT EDUCATIONAL ASSEMBLIES/CLASSES AND PROVIDE ACADEMIC INCENTIVES FOR VARIOUS READING PROGRAMS-$7,287
PROVIDE TEACHERS AND STUDENTS WITH FUN ACTIVITIES FOR SCHOOL LEARNING-$1,873
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--
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
2020-11-03
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 58 website/news/social media 498 insurance 226 academic incentives 7,287 fun events 1,498 paw printers 901 teacher training/reimburs 14,452 assemblies 375 total 25,295”

Form 990-ez, Part II, Line 26

“LOAN 0 1,500”

Raw XML Appendix150 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/BOYAmt022764
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt03577
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt06743
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-20687
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02223
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt022764
IRS990EZ/Form990TotalAssetsGrp/EOYAmt03577
IRS990EZ/FundraisingGrossIncomeAmt010414
IRS990EZ/GrossReceiptsAmt017157
IRS990EZ/GroupExemptionNum01999
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt022764
IRS990EZ/NetAssetsOrFundBalancesEOYAmt02077
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt022764
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt02077
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/OtherExpensesTotalAmt025295
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/ProgramServiceExpensesAmt07287
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt115353
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21873
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt010326
IRS990EZ/SpecialEventsNetIncomeLossAmt088
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01500
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt027518
IRS990EZ/TotalProgramServiceExpensesAmt024513
IRS990EZ/TotalRevenueAmt06831
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.CES-PTA.COM
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt06743
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt07647
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt09068
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt04351
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt010249
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt038058
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt010414
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt089765
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt032384
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt054272
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt018131
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0204966
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0243024
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt017157
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt097412
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt041452
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt058623
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt028380
IRS990ScheduleA/Total509Grp/TotalAmt0243024
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt017157
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt097412
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt041452
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt058623
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt028380
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0243024
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES SUPPLIES 58 WEBSITE/NEWS/SOCIAL MEDIA 498 INSURANCE 226 ACADEMIC INCENTIVES 7,287 FUN EVENTS 1,498 PAW PRINTERS 901 TEACHER TRAINING/REIMBURS 14,452 ASSEMBLIES 375 TOTAL 25,295
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1LOAN 0 1,500
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MEGAN WATSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04102225800
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-03
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/AtSubmissionCreationDeviceId032544E934655A838C5C98B1942C54573120F53D2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F07283F1A2B07EF80C1B08556D43A6FFBC1B5C9F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt052.37.240.203
ReturnHeader/FilingSecurityInformation/IPDt02020-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm014:00:13
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/PreparationDt02020-11-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GARY D HELDT JR CPA
ReturnHeader/ReturnTs02020-11-13T14:00:13-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,577
Liabilities
$1,500
Net assets
$2,077
Revenue
$6,831
Expenses
$27,518
Net income
-$20,687
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