Civic Intelligence

PTA Delware Congress

990EZ • Fiscal year 2022 • EIN 23-7077033

Jul 01, 2021 to Jun 30, 2022 • Filed on Aug 24, 2022

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

72nd percentile

0.03x

Higher debt load relative to assets than 72% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

73rd percentile

0.03x

Higher debt load relative to revenue than 73% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

95th percentile

78%

Higher net margin than 95% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

96th percentile

276%

Faster asset growth than 96% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2022

Revenue Growth

90th percentile

183%

Faster revenue growth than 90% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2022

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$50,545

Up $46,968 (+1313%) from 2020

Net Assets

Up

$49,045

Up $46,968 (+2261%) from 2020

Liabilities

Flat

$1,500

Flat from 2020

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin95th percentile

Revenue

Up

$54,827

Up $47,996 (+703%) from 2020

Expenses

Down

$12,068

Down $15,450 (-56%) from 2020

Net Income

Up

$42,759

Up $63,446 (+307%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth96th 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

2022

Assets$50,545
Liabilities$1,500
Net Assets$49,045
Open 2022 Filing

Operations Trend

Revenue Growth90th 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

2022

Revenue$54,827
Expenses$12,068
Net Income$42,759
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Aug 24, 2022
Return Version
2021v4.0
Gross Receipts
$99,441
Mission and Program Overview

Mission

EDUCATIONAL/CHARITABLE

Program Services

DescriptionGrantsExpenses
PROVIDE TEACHERS WITH SUPPLIES/TRAINING NECESSARY FOR IMPROVED CLASSROOM LEARNINGS-$4,636
PROVIDE TEACHERS AND STUDENTS WITH FUN ACTIVITIES FOR SCHOOL LEARNING-$4,147
CONDUCT EDUCATIONAL ASSEMBLIES/CLASSES AND PROVIDE ACADEMIC INCENTIVES FOR VARIOUS READING PROGRAMS--
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANASTASIA PETERSPresidentPT$0--
GARY D HELDT JRTreasurer-$0--
SARAH SMITHSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Yearbook Sales$88,972$88,972$44,614$44,358
Total Events$88,972$88,972$44,614$44,358
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
Gary D Heldt Jr
Title
Treasurer
Phone
4102225800
Signed
2022-08-24
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 website/news/social media 118 insurance 445 fun events 4,147 teacher training/reimburs 4,636 total 9,346”

Form 990-ez, Part II, Line 24

“Prepaid expenses and deferred charges 2,000 2,120 total 2,000 2,120”

Form 990-ez, Part II, Line 26

“LOAN 1,500 1,500”

Raw XML Appendix154 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/AddressLine1Txt01119 MD ROUTE 3N STE 210
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GAMBRILLS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MD
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd021054
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt05786
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt048425
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt09694
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt042759
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02583
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt07786
IRS990EZ/Form990TotalAssetsGrp/EOYAmt050545
IRS990EZ/FundraisingGrossIncomeAmt089747
IRS990EZ/GrossReceiptsAmt099441
IRS990EZ/GroupExemptionNum01999
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt06286
IRS990EZ/NetAssetsOrFundBalancesEOYAmt049045
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt06286
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt049045
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ANASTASIA PETERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GARY D HELDT JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SARAH SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02000
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02120
IRS990EZ/OtherExpensesTotalAmt09346
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATIONAL/CHARITABLE
IRS990EZ/PrintingPublicationsPostageAmt0139
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/ProgramServiceExpensesAmt04636
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14147
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt044614
IRS990EZ/SpecialEventsNetIncomeLossAmt045133
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01500
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01500
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt012068
IRS990EZ/TotalProgramServiceExpensesAmt08783
IRS990EZ/TotalRevenueAmt054827
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.CES-PTA.COM
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt09694
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05661
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt06743
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt07647
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt09068
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt038813
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt089747
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt010414
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt089765
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt032384
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0222310
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0261123
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt099441
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt05661
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt017157
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt097412
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt041452
IRS990ScheduleA/Total509Grp/TotalAmt0261123
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt099441
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt05661
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt017157
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt097412
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt041452
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0261123
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt044614
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0YEARBOOK SALES
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt088972
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt088972
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt088972
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt088972
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt044358
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt044614
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt044614
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES WEBSITE/NEWS/SOCIAL MEDIA 118 INSURANCE 445 FUN EVENTS 4,147 TEACHER TRAINING/REIMBURS 4,636 TOTAL 9,346
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PREPAID EXPENSES AND DEFERRED CHARGES 2,000 2,120 TOTAL 2,000 2,120
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LOAN 1,500 1,500
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GARY D HELDT JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04102225800
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-08-24
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/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/PreparationDt02022-08-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GARY D HELDT JR CPA
ReturnHeader/ReturnTs02022-08-24T10:40:04-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GARY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HELDT
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$50,545
Liabilities
$1,500
Net assets
$49,045
Revenue
$54,827
Expenses
$12,068
Net income
$42,759
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