Civic Intelligence

Cooper Middle School PTO

990EZ • Fiscal year 2014 • EIN 27-3070925

Jul 01, 2013 to Jun 30, 2014 • Filed on May 12, 2015

Organization ProfileWWW.COOPERPTO.ORG
977 Balls Hill Road22101

(703) 328-6813

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 2014

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2014

Net Margin

21st percentile

-12%

Higher net margin than 21% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

6th percentile

-60%

Faster asset growth than 6% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

68th percentile

16%

Faster revenue growth than 68% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$4,882

Down $7,311 (-60%) from 2013

Net Assets

Down

$4,882

Down $7,311 (-60%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin21st percentile

Revenue

Up

$62,008

Up $8,518 (+16%) from 2013

Expenses

Up

$69,319

Up $15,799 (+30%) from 2013

Net Income

Down

-$7,311

Down $7,281 (-24270%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth6th percentile

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

$80K$60K$40K$20K$0Assets 2013: $12,193Net Assets 2013: $12,1932013Assets 2014: $4,882Net Assets 2014: $4,8822014Assets 2015: $13,645Net Assets 2015: $13,6452015Assets 2016: $20,329Net Assets 2016: $20,3292016Assets 2017: $34,705Net Assets 2017: $34,7052017Assets 2018: $49,317Net Assets 2018: $49,3172018Assets 2019: $27,942Net Assets 2019: $27,9422019Assets 2020: $49,532Net Assets 2020: $49,5322020Assets 2021: $62,814Liabilities 2021: $0Net Assets 2021: $62,8142021Assets 2022: $48,462Liabilities 2022: $0Net Assets 2022: $48,4622022Assets 2023: $76,283Net Assets 2023: $76,2832023Assets 2024: $38,265Net Assets 2024: $38,2652024Assets 2025: $30,910Net Assets 2025: $30,9102025

Highlighted filing

2014

Assets$4,882
Liabilities-
Net Assets$4,882
Open 2014 Filing

Operations Trend

Revenue Growth68th percentile

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

$150K$100K$50K$0-$50KRevenue 2013: $53,490Expenses 2013: $53,520Net Income 2013: -$302013Revenue 2014: $62,008Expenses 2014: $69,319Net Income 2014: -$7,3112014Revenue 2015: $50,770Expenses 2015: $42,007Net Income 2015: $8,7632015Revenue 2016: $63,591Expenses 2016: $56,907Net Income 2016: $6,6842016Revenue 2017: $64,715Expenses 2017: $50,340Net Income 2017: $14,3752017Revenue 2018: $81,712Expenses 2018: $67,099Net Income 2018: $14,6132018Revenue 2019: $85,513Expenses 2019: $106,888Net Income 2019: -$21,3752019Revenue 2020: $68,892Expenses 2020: $47,303Net Income 2020: $21,5892020Revenue 2021: $56,002Expenses 2021: $42,720Net Income 2021: $13,2822021Revenue 2022: $59,785Expenses 2022: $75,252Net Income 2022: -$15,4672022Revenue 2023: $63,834Expenses 2023: $36,013Net Income 2023: $27,8212023Revenue 2024: $50,432Expenses 2024: $86,759Net Income 2024: -$36,3272024Revenue 2025: $46,408Expenses 2025: $53,763Net Income 2025: -$7,3552025

Highlighted filing

2014

Revenue$62,008
Expenses$69,319
Net Income-$7,311
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
May 12, 2015
Return Version
2013v4.0
Gross Receipts
$82,676
Mission and Program Overview

Mission

Collaboration between teacher/parents

Program Services

DescriptionGrantsExpenses
CURRICULUM SUPPORT AND STAFF DEVELOPMENT SUPPORT TO BENEFIT ENTIRE STUDENT AND STAFF POPULATION OF JF COOPER MIDDLE SCHOOL-$67,658
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATTY BURGESSPresident-$0--
AMY SWAAKVP-Membershi-$0--
TERI FAHLGRENVP-Fundraisi-$0--
KITTY GONZALEZCorrespondin-$0--
JENNIFER HALMRecording Se-$0--
ALICIA BONDTreasurer-$0--
TERRI MARKWARTParliamentar-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$27,682-$600-
Event 2$25,677$25,677$15,139$10,538
Total Events$59,382$31,700$20,668$11,032
Filing and Contact Details

Filer

EIN
27-3070925

Signing Officer

Name
Alicia Bond
Title
Treasurer
Signed
2015-05-12

Preparer

Preparer
TERENCE P O'CONNOR CPA
Phone
7034480464
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses bank charges 103 insurance 486 miscellaneous 1,050 rounding difference -3 taxes and licenses 25 8th grade party 12,031 academic clubs 386 awards 600 core team support 1,200 cultural arts 1,775 curriculum support 41,803 elective team support 300 field day 200 hospitality 2,699 international night 524 parent network 280 principal's fund 500 professional development 3,500 total 67,459”

Raw XML Appendix166 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0PATTY BURGESS
CompensationExplanation/CompensationExplanationGrp/PersonNm1AMY SWAAK
CompensationExplanation/CompensationExplanationGrp/PersonNm2TERI FAHLGREN
CompensationExplanation/CompensationExplanationGrp/PersonNm3KITTY GONZALEZ
CompensationExplanation/CompensationExplanationGrp/PersonNm4JENNIFER HALM
CompensationExplanation/CompensationExplanationGrp/PersonNm5ALICIA BOND
CompensationExplanation/CompensationExplanationGrp/PersonNm6TERRI MARKWART
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ALICIA BOND
IRS990EZ/BooksInCareOfDetail/PhoneNum07033286813
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10977 BALLS HILL ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/City0MCLEAN
IRS990EZ/BooksInCareOfDetail/USAddress/State0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode022101
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt012193
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt04882
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt027682
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-7311
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt031700
IRS990EZ/GrossReceiptsAmt082676
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt09465
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt012193
IRS990EZ/NetAssetsOrFundBalancesEOYAmt04882
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt012193
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt04882
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PATTY BURGESS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1AMY SWAAK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TERI FAHLGREN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KITTY GONZALEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JENNIFER HALM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ALICIA BOND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6TERRI MARKWART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP-MEMBERSHI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP-FUNDRAISI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CORRESPONDIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4RECORDING SE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PARLIAMENTAR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt067459
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COLLABORATION BETWEEN TEACHER/PARENTS
IRS990EZ/PrintingPublicationsPostageAmt01860
IRS990EZ/ProgramServiceRevenueAmt013829
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CURRICULUM SUPPORT AND STAFF DEVELOPMENT SUPPORT TO BENEFIT ENTIRE STUDENT AND STAFF POPULATION OF JF COOPER MIDDLE SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt067658
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialConditionDesc0EXTENSION GRANTED TO 51515
IRS990EZ/SpecialEventsDirectExpensesAmt020668
IRS990EZ/SpecialEventsNetIncomeLossAmt011032
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt069319
IRS990EZ/TotalProgramServiceExpensesAmt067658
IRS990EZ/TotalRevenueAmt062008
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.COOPERPTO.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt027682
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt026823
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt025859
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt031583
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0111947
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt054994
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt047845
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt042998
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt071375
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0217212
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0329159
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt082676
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt074668
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt068857
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0102958
IRS990ScheduleA/Total509Grp/TotalAmt0329159
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt082676
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt074668
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt068857
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0102958
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0329159
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt027682
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt027682
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt020668
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt027682
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt025677
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt06023
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt059382
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt025677
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt06023
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt031700
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0FUNDRAISER/DONA
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0CHICKEN SALES
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt011032
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt04929
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt020668
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0600
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt015139
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES BANK CHARGES 103 INSURANCE 486 MISCELLANEOUS 1,050 ROUNDING DIFFERENCE -3 TAXES AND LICENSES 25 8TH GRADE PARTY 12,031 ACADEMIC CLUBS 386 AWARDS 600 CORE TEAM SUPPORT 1,200 CULTURAL ARTS 1,775 CURRICULUM SUPPORT 41,803 ELECTIVE TEAM SUPPORT 300 FIELD DAY 200 HOSPITALITY 2,699 INTERNATIONAL NIGHT 524 PARENT NETWORK 280 PRINCIPAL'S FUND 500 PROFESSIONAL DEVELOPMENT 3,500 TOTAL 67,459
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ALICIA BOND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-12
ReturnHeader/DisasterReliefTxt0EXTENSION GRANTED TO 5/15/15
ReturnHeader/Filer/BusinessName/BusinessNameLine10COOPER MIDDLE SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0COOP
ReturnHeader/Filer/EIN0273070925
ReturnHeader/Filer/USAddress/AddressLine10977 BALLS HILL ROAD
ReturnHeader/Filer/USAddress/City0MCLEAN
ReturnHeader/Filer/USAddress/State0VA
ReturnHeader/Filer/USAddress/ZIPCode022101
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10O'CONNOR & DESMARAIS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine106720 CURRAN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0MCLEAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode022101
ReturnHeader/PreparerPersonGrp/PhoneNum07034480464
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TERENCE P O'CONNOR CPA
ReturnHeader/ReturnTs02015-05-13T12:48:23-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,882
Liabilities
-
Net assets
$4,882
Revenue
$62,008
Expenses
$69,319
Net income
-$7,311
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.31$0.31$0.46$0.54$0.07
2024Detailed filing. Detailed filing data is available for this year.$0.38$0.38$0.50$0.87$0.36
2023Detailed filing. Detailed filing data is available for this year.$0.76$0.76$0.64$0.36$0.28
2022Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.60$0.75$0.15
2021Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.56$0.43$0.13
2020Detailed filing. Detailed filing data is available for this year.$0.50$0.50$0.69$0.47$0.22
2019Detailed filing. Detailed filing data is available for this year.$0.28$0.28$0.86$1.07$0.21
2018Detailed filing. Detailed filing data is available for this year.$0.49$0.49$0.82$0.67$0.15
2017Detailed filing. Detailed filing data is available for this year.$0.35$0.35$0.65$0.50$0.14
2016Detailed filing. Detailed filing data is available for this year.$0.20$0.20$0.64$0.57$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.14$0.14$0.51$0.42$0.09
2014Detailed filing. Detailed filing data is available for this year.$0.05$0.05$0.62$0.69$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.12$0.12$0.53$0.54$0.00