Civic Intelligence

Liberty Elementary School PTA

990EZ • Fiscal year 2023 • EIN 30-0479782

Jul 01, 2022 to Jun 30, 2023 • Filed on Sep 06, 2023

25491 Riding Center DriveSouth Riding, VA 20152

(703) 957-4370

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

59th percentile

8.4%

Higher net margin than 59% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

73rd percentile

20%

Faster asset growth than 73% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

46th percentile

1.1%

Faster revenue growth than 46% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$55,589

Up $9,344 (+20%) from 2022

Net Assets

Up

$55,589

Up $9,344 (+20%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$111,523

Up $1,264 (+1.1%) from 2022

Expenses

Up

$102,179

Up $28,704 (+39%) from 2022

Net Income

Down

$9,344

Down $27,440 (-75%) from 2022

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2012: $35,632Net Assets 2012: $35,6322012Assets 2013: $27,246Net Assets 2013: $27,2462013Assets 2014: $4,600Net Assets 2014: $4,6002014Assets 2015: $3,312Liabilities 2015: $0Net Assets 2015: $3,3122015Assets 2016: $7,125Liabilities 2016: $0Net Assets 2016: $7,1252016Assets 2017: $9,305Liabilities 2017: $0Net Assets 2017: $9,3052017Assets 2018: $20,269Liabilities 2018: $0Net Assets 2018: $20,2692018Assets 2019: $18,289Liabilities 2019: $0Net Assets 2019: $18,2892019Assets 2022: $46,245Net Assets 2022: $46,2452022Assets 2023: $55,589Net Assets 2023: $55,5892023Assets 2024: $9,737Net Assets 2024: $9,7372024Assets 2025: $23,184Net Assets 2025: $23,1842025

Highlighted filing

2023

Assets$55,589
Liabilities-
Net Assets$55,589

Operations Trend

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

$200K$100K$0-$100KRevenue 2012: $106,614Expenses 2012: $104,876Net Income 2012: $1,7382012Revenue 2013: $58,230Expenses 2013: $66,616Net Income 2013: -$8,3862013Revenue 2014: $56,556Expenses 2014: $79,202Net Income 2014: -$22,6462014Revenue 2015: $41,300Expenses 2015: $42,588Net Income 2015: -$1,2882015Revenue 2016: $37,102Expenses 2016: $33,289Net Income 2016: $3,8132016Revenue 2017: $25,411Expenses 2017: $23,231Net Income 2017: $2,1802017Revenue 2018: $41,671Expenses 2018: $30,707Net Income 2018: $10,9642018Revenue 2019: $55,658Expenses 2019: $57,638Net Income 2019: -$1,9802019Revenue 2022: $110,259Expenses 2022: $73,475Net Income 2022: $36,7842022Revenue 2023: $111,523Expenses 2023: $102,179Net Income 2023: $9,3442023Revenue 2024: $130,706Expenses 2024: $176,558Net Income 2024: -$45,8522024Revenue 2025: $93,192Expenses 2025: $79,745Net Income 2025: $13,4472025

Highlighted filing

2023

Revenue$111,523
Expenses$102,179
Net Income$9,344
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Sep 6, 2023
Return Version
2022v5.0
Gross Receipts
$134,914
Mission and Program Overview

Mission

To promote the welfare of children at home and at school.

Program Services

DescriptionGrantsExpenses
MATBALL - AN EVENT FUNDED THROUGH ITSELF TO BRING THE LIBERTY COMMUNITY OF FAMILIES AND STAFF TOGETHER FOR A FUN EVENING. INCOME IS FROM TICKETS AND CONCESSIONS, AND EXPENSES ARE THE MATERIAL COSTS TO RUN THE EVENT. SCHOOL DANCE - AN EVENT FUNDED THROUGH ITSELF TO BRING THE LIBERTY COMMUNITY OF FAMILIES AND STAFF TOGETHER FOR A FUN EVENING. INCOME IS FROM TICKETS, AND EXPENSES ARE THE MATERIAL COSTS TO RUN THE EVENT. SPIRIT NIGHTS - EVENTS HELD OFFSITE AT LOCAL BUSINESSES (SUCH AS RESTAURANTS) APPROXIMATELY ONCE PER MONTH WITH A PORTION OF PROCEEDS GOING BACK TO LIBERTY ELEMENTARY PTA. INCOME IS THE EVENT PROFIT SHARE WITH THE HOST BUSINESSES. STEMMERDAY - AN ANNUAL PROGRAM FOCUSING ON STEM EDUCATION FOR THE ENTIRE COMMUNITY OF LIBERTY STUDENTS. EXPENSES ARE FOR STEM PROGRAMMING AND MATERIALS. ADMIN PROFESSIONALS' DAY - AN ANNUAL CELEBRATION TO BOOST MORALE AND RECOGNIZE THE CONTRIBUTIONS OF THE ADMINISTRATIVE STAFF AT LIBERTY ELEMENTARY. EXPENSES ARE FOR RECOGNITION ITEMS TO CELEBRATE THIS DAY. EAGLE EYE DADS - A PROGRAM THAT STRIVES TO INVOLVE FATHERS AND FATHER FIGURES IN LIBERTY'S LEARNING ENVIRONMENT THROUGH SCHEDULED VOLUNTEER DAYS. EXPENSES ARE FOR T-SHIRTS TO EASILY IDENTIFY THE EAGLE EYE DADS PARTICIPATING IN THE SCHOOL BUILDING. FIELD DAY - AN ALL-DAY EVENT EMPHASIZING FUN PHYSICAL ACTIVITY. EXPENSES ARE THE MATERIAL COSTS TO RUN THE EVENT. FIFTH GRADE CELEBRATION - EVENTS AT THE END OF THE SCHOOL YEAR TO CELEBRATE AND RECOGNIZE OUR FIFTH GRADE GRADUATES. INCOME IS FROM 5TH GRADE YARD SIGN SALES, AND EXPENSES ARE THE COSTS OF THE YARD SIGNS PLUS MATERIAL COSTS TO RUN THE FIFTH GRADE CELEBRATION EVENTS. REFLECTIONS - A NATIONAL PTA ARTS RECOGNITION PROGRAM. EXPENSES ARE THE RECOGNITION TROPHIES PURCHASED FOR OUR SCHOOL'S WINNERS IN EACH CATEGORY. STAFF RECOGNITION - A PROGRAM TO BOOST MORALE AMONG ALL FACULTY AND STAFF. EXPENSES ARE FOR POP-UP RECOGNITION THROUGHOUT THE YEAR. TEACHER/STAFF ALLOTMENTS - A PROGRAM TO REIMBURSE EACH TEACHER AND STAFF MEMBER UP TO 100 FOR EXPENSES NECESSARY TO PERFORM THEIR JOBS AT LIBERTY ELEMENTARY THAT WOULD OTHERWISE BE SPENT OUT OF POCKET. TEACHER/STAFF APPRECIATION WEEK - AN ANNUAL, NATIONAL EVENT TO RECOGNIZE TEACHERS AND STAFF MEMBERS AT OUR SCHOOL. EXPENSES ARE FOR MEALS AND VARIOUS CELEBRATIONS THROUGHOUT THE WEEK TO BOOST MORALE AND THANK OUR LIBERTY FACULTY AND STAFF. TEACHER/STAFF WELCOME LUNCH - AN ANNUAL EVENT HELD THE AFTERNOON BEFORE THE FIRST DAY OF SCHOOL. EXPENSES ARE FOR MEALS AND RAFFLE PRIZES TO ENCOURAGE MEMBERSHIP.-$54,701
AFTER SCHOOL ENRICHMENT - FALL AND SPRING SESSION WITH SHORT ENRICHMENT CLASSES AFTER SCHOOL. ALL CLASSES ARE TAUGHT BY LIBERTY FACULTY AND STAFF. INCOME IS FROM PARENTS REGISTERING THEIR STUDENTS, AND EXPENSES ARE FOR INSTRUCTOR AND SUB PAYMENTS PLUS COURSE MATERIALS.-$38,480
BINGO NIGHT - AN EVENT FUNDED THROUGH ITSELF TO BRING THE LIBERTY COMMUNITY OF FAMILIES AND STAFF TOGETHER FOR A FUN EVENING. INCOME IS FROM BINGO CARDS AND CONCESSIONS, AND EXPENSES ARE THE MATERIALS COSTS TO RUN THE EVENT.--
LAPS FOR LIBERTY - FUNDRAISING ACTIVITY FOR THE YEAR TO ENCOURAGE HEALTHY ACTIVITY AND RAISE FUNDS FOR ALL PTA ACTIVITIES: THE EXPENSE LINE ITEMS LISTED ON THE APPROVED BUDGET (SUCH AS MUSIC ROOM SUPPLIES, ART SUPPLIES, STEM SUPPLIES, TEACHER ALLOTMENTS, ETC.). INCOME IS FROM DONATIONS, AND EXPENSES ARE THE MATERIAL COSTS TO RUN THE EVENT.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JILL DELORENZOVP Of Progra-$0--
TINA SULLIVANTreasurerPT$0--
KRISTIE NGUYENVP Of Fundra-$0--
LAURIE CAMPBELLVP Of Volunt-$0--
TEZESWARI NETTIMISecretary-$0--
TRINH LEVP Of Events-$0--
REBECCA GILKISONPresidentPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Laps for Libert$31,384$31,384$4,788$26,596
Matball$6,123$6,123$6,844$-721
Total Events$37,507$37,507$11,632$25,875
Filing and Contact Details

Filer

Filer Name
Liberty Elementary School Pta
EIN
30-0479782
Phone
7039574370
Address
25491 RIDING CENTER DRIVE, SOUTH RIDING, VA 20152

Signing Officer

Name
Tina Sullivan
Title
Treasurer
Phone
7039574370
Signed
2023-09-06

Preparer

Firm
Stitely & Karstetter
Address
4460 BROOKFIELD CORPORATE DR STE F, CHANTILLY, VA 20151
Preparer
Michelle a Hecker
Phone
7038188284
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses insurance 398 after school enrichment 38,480 assemblies 3,528 bank charges 2 beautification 184 counseling 690 dare 1,584 donuts with dads 658 eagle eye dad 770 educational software 2,635 family literacy night 1,019 field day 536 fifth grade celebrations 4,936 kg playground 3 movie license 650 muffins with moms 632 outdoor classroom 12,040 outreach 979 pbis 207 pd refreshments 894 professional development 5,211 professional memberships 2,514 pta expenses 694 staff recognition 928 stemmerday 8,343 student leadership 932 teacher allotment 4,985 teacher appreciation 4,611 teacher welcome lunch 2,024 volunteer appreciation 237 total 101,304

Form 990-ez, Part III, Line 28

After school enrichment - fall and spring session with short enrichment classes after school. All classes are taught by liberty faculty and staff. Income is from parents registering their students, and expenses are for instructor and sub payments plus course materials.

Form 990-ez, Part III, Line 29

Bingo night - an event funded through itself to bring the liberty community of families and staff together for a fun evening. Income is from bingo cards and concessions, and expenses are the materials costs to run the event.

Form 990-ez, Part III, Line 30

Laps for liberty - fundraising activity for the year to encourage healthy activity and raise funds for all pta activities: the expense line items listed on the approved budget (such as music room supplies, art supplies, stem supplies, teacher allotments, etc.). Income is from donations, and expenses are the material costs to run the event.

Form 990-ez, Part III, Line 31

Matball - an event funded through itself to bring the liberty community of families and staff together for a fun evening. Income is from tickets and concessions, and expenses are the material costs to run the event. School dance - an event funded through itself to bring the liberty community of families and staff together for a fun evening. Income is from tickets, and expenses are the material costs to run the event. Spirit nights - events held offsite at local businesses (such as restaurants) approximately once per month with a portion of proceeds going back to liberty elementary pta. Income is the event profit share with the host businesses. Stemmerday - an annual program focusing on stem education for the entire community of liberty students. Expenses are for stem programming and materials. Admin professionals' day - an annual celebration to boost morale and recognize the contributions of the administrative staff at liberty elementary. Expenses are for recognition items to celebrate this day. Eagle eye dads - a program that strives to involve fathers and father figures in liberty's learning environment through scheduled volunteer days. Expenses are for t-shirts to easily identify the eagle eye dads participating in the school building. Field day - an all-day event emphasizing fun physical activity. Expenses are the material costs to run the event. Fifth grade celebration - events at the end of the school year to celebrate and recognize our fifth grade graduates. Income is from 5th grade yard sign sales, and expenses are the costs of the yard signs plus material costs to run the fifth grade celebration events. Reflections - a national pta arts recognition program. Expenses are the recognition trophies purchased for our school's winners in each category. Staff recognition - a program to boost morale among all faculty and staff. Expenses are for pop-up recognition throughout the year. Teacher/staff allotments - a program to reimburse each teacher and staff member up to 100 for expenses necessary to perform their jobs at liberty elementary that would otherwise be spent out of pocket. Teacher/staff appreciation week - an annual, national event to recognize teachers and staff members at our school. Expenses are for meals and various celebrations throughout the week to boost morale and thank our liberty faculty and staff. Teacher/staff welcome lunch - an annual event held the afternoon before the first day of school. Expenses are for meals and raffle prizes to encourage membership.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INSURANCE 398 AFTER SCHOOL ENRICHMENT 38,480 ASSEMBLIES 3,528 BANK CHARGES 2 BEAUTIFICATION 184 COUNSELING 690 DARE 1,584 DONUTS WITH DADS 658 EAGLE EYE DAD 770 EDUCATIONAL SOFTWARE 2,635 FAMILY LITERACY NIGHT 1,019 FIELD DAY 536 FIFTH GRADE CELEBRATIONS 4,936 KG PLAYGROUND 3 MOVIE LICENSE 650 MUFFINS WITH MOMS 632 OUTDOOR CLASSROOM 12,040 OUTREACH 979 PBIS 207 PD REFRESHMENTS 894 PROFESSIONAL DEVELOPMENT 5,211 PROFESSIONAL MEMBERSHIPS 2,514 PTA EXPENSES 694 STAFF RECOGNITION 928 STEMMERDAY 8,343 STUDENT LEADERSHIP 932 TEACHER ALLOTMENT 4,985 TEACHER APPRECIATION 4,611 TEACHER WELCOME LUNCH 2,024 VOLUNTEER APPRECIATION 237 TOTAL 101,304
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AFTER SCHOOL ENRICHMENT - FALL AND SPRING SESSION WITH SHORT ENRICHMENT CLASSES AFTER SCHOOL. ALL CLASSES ARE TAUGHT BY LIBERTY FACULTY AND STAFF. INCOME IS FROM PARENTS REGISTERING THEIR STUDENTS, AND EXPENSES ARE FOR INSTRUCTOR AND SUB PAYMENTS PLUS COURSE MATERIALS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BINGO NIGHT - AN EVENT FUNDED THROUGH ITSELF TO BRING THE LIBERTY COMMUNITY OF FAMILIES AND STAFF TOGETHER FOR A FUN EVENING. INCOME IS FROM BINGO CARDS AND CONCESSIONS, AND EXPENSES ARE THE MATERIALS COSTS TO RUN THE EVENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3LAPS FOR LIBERTY - FUNDRAISING ACTIVITY FOR THE YEAR TO ENCOURAGE HEALTHY ACTIVITY AND RAISE FUNDS FOR ALL PTA ACTIVITIES: THE EXPENSE LINE ITEMS LISTED ON THE APPROVED BUDGET (SUCH AS MUSIC ROOM SUPPLIES, ART SUPPLIES, STEM SUPPLIES, TEACHER ALLOTMENTS, ETC.). INCOME IS FROM DONATIONS, AND EXPENSES ARE THE MATERIAL COSTS TO RUN THE EVENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MATBALL - AN EVENT FUNDED THROUGH ITSELF TO BRING THE LIBERTY COMMUNITY OF FAMILIES AND STAFF TOGETHER FOR A FUN EVENING. INCOME IS FROM TICKETS AND CONCESSIONS, AND EXPENSES ARE THE MATERIAL COSTS TO RUN THE EVENT. SCHOOL DANCE - AN EVENT FUNDED THROUGH ITSELF TO BRING THE LIBERTY COMMUNITY OF FAMILIES AND STAFF TOGETHER FOR A FUN EVENING. INCOME IS FROM TICKETS, AND EXPENSES ARE THE MATERIAL COSTS TO RUN THE EVENT. SPIRIT NIGHTS - EVENTS HELD OFFSITE AT LOCAL BUSINESSES (SUCH AS RESTAURANTS) APPROXIMATELY ONCE PER MONTH WITH A PORTION OF PROCEEDS GOING BACK TO LIBERTY ELEMENTARY PTA. INCOME IS THE EVENT PROFIT SHARE WITH THE HOST BUSINESSES. STEMMERDAY - AN ANNUAL PROGRAM FOCUSING ON STEM EDUCATION FOR THE ENTIRE COMMUNITY OF LIBERTY STUDENTS. EXPENSES ARE FOR STEM PROGRAMMING AND MATERIALS. ADMIN PROFESSIONALS' DAY - AN ANNUAL CELEBRATION TO BOOST MORALE AND RECOGNIZE THE CONTRIBUTIONS OF THE ADMINISTRATIVE STAFF AT LIBERTY ELEMENTARY. EXPENSES ARE FOR RECOGNITION ITEMS TO CELEBRATE THIS DAY. EAGLE EYE DADS - A PROGRAM THAT STRIVES TO INVOLVE FATHERS AND FATHER FIGURES IN LIBERTY'S LEARNING ENVIRONMENT THROUGH SCHEDULED VOLUNTEER DAYS. EXPENSES ARE FOR T-SHIRTS TO EASILY IDENTIFY THE EAGLE EYE DADS PARTICIPATING IN THE SCHOOL BUILDING. FIELD DAY - AN ALL-DAY EVENT EMPHASIZING FUN PHYSICAL ACTIVITY. EXPENSES ARE THE MATERIAL COSTS TO RUN THE EVENT. FIFTH GRADE CELEBRATION - EVENTS AT THE END OF THE SCHOOL YEAR TO CELEBRATE AND RECOGNIZE OUR FIFTH GRADE GRADUATES. INCOME IS FROM 5TH GRADE YARD SIGN SALES, AND EXPENSES ARE THE COSTS OF THE YARD SIGNS PLUS MATERIAL COSTS TO RUN THE FIFTH GRADE CELEBRATION EVENTS. REFLECTIONS - A NATIONAL PTA ARTS RECOGNITION PROGRAM. EXPENSES ARE THE RECOGNITION TROPHIES PURCHASED FOR OUR SCHOOL'S WINNERS IN EACH CATEGORY. STAFF RECOGNITION - A PROGRAM TO BOOST MORALE AMONG ALL FACULTY AND STAFF. EXPENSES ARE FOR POP-UP RECOGNITION THROUGHOUT THE YEAR. TEACHER/STAFF ALLOTMENTS - A PROGRAM TO REIMBURSE EACH TEACHER AND STAFF MEMBER UP TO 100 FOR EXPENSES NECESSARY TO PERFORM THEIR JOBS AT LIBERTY ELEMENTARY THAT WOULD OTHERWISE BE SPENT OUT OF POCKET. TEACHER/STAFF APPRECIATION WEEK - AN ANNUAL, NATIONAL EVENT TO RECOGNIZE TEACHERS AND STAFF MEMBERS AT OUR SCHOOL. EXPENSES ARE FOR MEALS AND VARIOUS CELEBRATIONS THROUGHOUT THE WEEK TO BOOST MORALE AND THANK OUR LIBERTY FACULTY AND STAFF. TEACHER/STAFF WELCOME LUNCH - AN ANNUAL EVENT HELD THE AFTERNOON BEFORE THE FIRST DAY OF SCHOOL. EXPENSES ARE FOR MEALS AND RAFFLE PRIZES TO ENCOURAGE MEMBERSHIP.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III, LINE 28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 29
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 30
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 31
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ReturnHeader/TaxYr02022

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