Civic Intelligence

Navy Elementary School PTO

990EZ • Fiscal year 2024 • EIN 26-0757272

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 13, 2024

3500 West Ox RoadFairfax, VA 22033

(917) 838-2197

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

14th percentile

-32%

Higher net margin than 14% 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

15th percentile

-38%

Faster asset growth than 15% of similar nonprofits.

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

Revenue Growth

74th percentile

28%

Faster revenue growth than 74% of similar nonprofits.

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

Assets

Down

$51,915

Down $32,034 (-38%) from 2023

Net Assets

Down

$51,915

Down $32,034 (-38%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Up

$98,597

Up $21,427 (+28%) from 2023

Expenses

Up

$130,631

Up $52,570 (+67%) from 2023

Net Income

Down

-$32,034

Down $31,143 (-3495%) 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 2011: $34,480Liabilities 2011: $0Net Assets 2011: $34,4802011Assets 2012: $33,921Liabilities 2012: $0Net Assets 2012: $33,9212012Assets 2013: $26,021Liabilities 2013: $0Net Assets 2013: $26,0212013Assets 2014: $45,066Liabilities 2014: $0Net Assets 2014: $45,0662014Assets 2015: $30,788Liabilities 2015: $0Net Assets 2015: $30,7882015Assets 2017: $90,952Liabilities 2017: $0Net Assets 2017: $90,9522017Assets 2018: $34,645Liabilities 2018: $0Net Assets 2018: $34,6452018Assets 2019: $59,421Liabilities 2019: $0Net Assets 2019: $59,4212019Assets 2021: $52,171Liabilities 2021: $0Net Assets 2021: $52,1712021Assets 2022: $84,840Liabilities 2022: $0Net Assets 2022: $84,8402022Assets 2023: $83,949Liabilities 2023: $0Net Assets 2023: $83,9492023Assets 2024: $51,915Liabilities 2024: $0Net Assets 2024: $51,9152024Assets 2025: $109,890Liabilities 2025: $0Net Assets 2025: $109,8902025

Highlighted filing

2024

Assets$51,915
Liabilities$0
Net Assets$51,915

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2011: $82,7282011Expenses 2012: $121,2002012Expenses 2013: $212,0742013Revenue 2014: $212,241Expenses 2014: $193,206Net Income 2014: $19,0352014Revenue 2015: $133,217Expenses 2015: $147,471Net Income 2015: -$14,2542015Revenue 2017: $136,913Expenses 2017: $82,299Net Income 2017: $54,6142017Revenue 2018: $138,342Expenses 2018: $194,649Net Income 2018: -$56,3072018Revenue 2019: $121,219Expenses 2019: $96,443Net Income 2019: $24,7762019Revenue 2021: $24,221Expenses 2021: $62,314Net Income 2021: -$38,0932021Revenue 2022: $95,180Expenses 2022: $62,511Net Income 2022: $32,6692022Revenue 2023: $77,170Expenses 2023: $78,061Net Income 2023: -$8912023Revenue 2024: $98,597Expenses 2024: $130,631Net Income 2024: -$32,0342024Revenue 2025: $112,686Expenses 2025: $54,711Net Income 2025: $57,9752025

Highlighted filing

2024

Revenue$98,597
Expenses$130,631
Net Income-$32,034
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 13, 2024
Return Version
2023v5.1
Gross Receipts
$113,238
Mission and Program Overview

Mission

Enhancement of education for students, parents, teachers and staff of Navy Elementary School

Support navy elementary school

Program Services

DescriptionGrantsExpenses
SUPPORT NAVY ES EDUCATIONAL AND SOCIAL PROGRAMS INCLUDING FIELD TRIPS, SCHOOL ASSEMBLIES, FAMILY EVENTS, STUDENT CLUBS. NAVY ES HAS OVER 900 STUDENTS.$82,149-
PROVIDE ASSISTANCE TO TEACHERS AND STAFF FOR THE PURCHASE OF CLASSROOM SUPPLIES AND ENHANCEMENTS, AND FACILITATE TEACHER APPRECIATION EVENTS.$11,734-
SUPPORT TO LOW-INCOME FAMILIES AT NAVY ES AND PARTNER SCHOOL COATES ES TO COVER THE COST OF AFTER SCHOOL PROGRAMS, TUTORING AND GOODS FOR STUDENTS AND FAMILIES.$3,105-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROLINE C GOLDWATERPresidentPT$0--
CARRIE COURTILLET1st Vice PresidentPT$0--
SARAH CONRAD2nd Vice PresidentPT$0--
LISA C LOWREYTreasurerPT$0--
KRISTY HARMANSecretaryPT$0--
MELINDA HOLLERFinancial SecretaryPT$0--
YARA ABOUHADIDStudent Activities DirectorPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Read-a-thon$26,208$26,208$2,458$23,750
Fall Fundrda$19,860$19,860$552$19,308
Total Events$57,354$57,354$3,010$54,344
Filing and Contact Details

Filer

Filer Name
Navy Elementary School Pto
EIN
26-0757272
Address
3500 WEST OX ROAD, FAIRFAX, VA 22033

Signing Officer

Name
Lisa C Lowrey
Title
Treasurer
Phone
9178382197
Signed
2024-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Joan F Clark CPA PC
Address
46400 Benedict Dr Ste 203, Sterling, VA 20164
Preparer
Joan F Clark
Phone
7034449394
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

Activity technological equipment and field trip support grantee fairfax public sch/navy elem schoolstreet 3500 west ox road city, state, zip fairfax, va 22033amount 82,149activity classroom support $5,000 grantee various navy elem. School teachers amount 11,734activity school 2 school grantee various coates es families in need amount 1,750activity navy cares grantee various navy es families in need amount 8,355

Description of other expenses Part I line 16

Description amountstudent/school events 9,297supplies 9,555website 804bank and credit card fees 74office and administration 3,033after school activities 2,056

Raw XML Appendix221 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/OfficerDirectorTrusteeEmplGrp/PersonNm6YARA ABOUHADID
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11ST VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt22ND VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5FINANCIAL SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6STUDENT ACTIVITIES DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
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IRS990EZ/ProgramServiceRevenueAmt027235
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE ASSISTANCE TO TEACHERS AND STAFF FOR THE PURCHASE OF CLASSROOM SUPPLIES AND ENHANCEMENTS, AND FACILITATE TEACHER APPRECIATION EVENTS.
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IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY TECHNOLOGICAL EQUIPMENT AND FIELD TRIP SUPPORT GRANTEE FAIRFAX PUBLIC SCH/NAVY ELEM SCHOOLSTREET 3500 WEST OX ROAD CITY, STATE, ZIP FAIRFAX, VA 22033AMOUNT 82,149ACTIVITY CLASSROOM SUPPORT $5,000 GRANTEE VARIOUS NAVY ELEM. SCHOOL TEACHERS AMOUNT 11,734ACTIVITY SCHOOL 2 SCHOOL GRANTEE VARIOUS COATES ES FAMILIES IN NEED AMOUNT 1,750ACTIVITY NAVY CARES GRANTEE VARIOUS NAVY ES FAMILIES IN NEED AMOUNT 8,355
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTSTUDENT/SCHOOL EVENTS 9,297SUPPLIES 9,555WEBSITE 804BANK AND CREDIT CARD FEES 74OFFICE AND ADMINISTRATION 3,033AFTER SCHOOL ACTIVITIES 2,056
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA C LOWREY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09178382197
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NAVY ELEMENTARY SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0NAVY
ReturnHeader/Filer/EIN0260757272
ReturnHeader/Filer/USAddress/AddressLine1Txt03500 WEST OX ROAD
ReturnHeader/Filer/USAddress/CityNm0FAIRFAX
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd022033
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0541646240
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Joan F Clark CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt046400 Benedict Dr Ste 203
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sterling
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020164
ReturnHeader/PreparerPersonGrp/PhoneNum07034449394
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joan F Clark
ReturnHeader/ReturnTs02024-11-13T09:22:01-05:00
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.$1.10$0.00$1.10$1.13$0.55$0.58
2024Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.99$1.31$0.32
2023Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.77$0.78$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.95$0.63$0.33
2021Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.24$0.62$0.38
2019Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$1.21$0.96$0.25
2018Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$1.38$1.95$0.56
2017Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$1.37$0.82$0.55
2015Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$1.33$1.47$0.14
2014Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$2.12$1.93$0.19
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.26$0.00$0.26$2.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.34$0.00$0.34$1.21
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.34$0.00$0.34$0.83