Civic Intelligence

Liberty Elementary School PTA

990EZ • Fiscal year 2024 • EIN 30-0479782

Jul 01, 2023 to Jun 30, 2024 • Filed on Sep 23, 2024

25491 Riding Center DriveSouth Riding, VA 20152

(571) 225-8074

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

13th percentile

-35%

Higher net margin than 13% 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

5th percentile

-82%

Faster asset growth than 5% of similar nonprofits.

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

Revenue Growth

66th percentile

17%

Faster revenue growth than 66% of similar nonprofits.

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

Assets

Down

$9,737

Down $45,852 (-82%) from 2023

Net Assets

Down

$9,737

Down $45,852 (-82%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$130,706

Up $19,183 (+17%) from 2023

Expenses

Up

$176,558

Up $74,379 (+73%) from 2023

Net Income

Down

-$45,852

Down $55,196 (-591%) from 2023

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

2024

Assets$9,737
Liabilities-
Net Assets$9,737

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

2024

Revenue$130,706
Expenses$176,558
Net Income-$45,852
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Sep 23, 2024
Return Version
2023v5.0
Gross Receipts
$154,382
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.-$128,982
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.-$38,174
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 DELORENZOPresidentPT$0--
TINA SULLIVANTreasurerPT$0--
TANNAZ GARAKANIVP Of Fundra-$0--
LAURIE CAMPBELLVP Of Volunt-$0--
RACHEL WALLENSecretary-$0--
TINA TRANVP Of Events-$0--
RACHEL JONESVP Of Commun-$0--
JOURDAN CARDVP Of Progra-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Laps for Libert$33,612$33,612$5,732$27,880
Matball$6,458$6,458$5,806$652
Total Events$40,070$40,070$11,538$28,532
Filing and Contact Details

Filer

Filer Name
Liberty Elementary School Pta
EIN
30-0479782
Phone
5712258074
Address
25491 RIDING CENTER DRIVE, SOUTH RIDING, VA 20152

Signing Officer

Name
Tina Sullivan
Title
Treasurer
Phone
5712258074
Signed
2024-09-23

Preparer

Firm
SK CPA'S & BUSINESS ADVISORS PLLC
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 399 after school enrichment 38,174 assemblies 2,540 beautification 466 children diversity 243 counseling 52 dare 1,468 educational software 2,397 family literacy night 1,152 field day 523 fifth grade celebrations 4,329 kg playground 78,559 mileage club 27 movie license 650 outdoor classroom 11,679 outreach 740 parent liason 491 pbis 494 pd refreshments 592 professional development 5,384 professional memberships 2,719 pta expenses 1,002 staff recognition 1,416 stemmerday 6,890 student leadership 975 teacher allotment 5,630 teacher appreciation 5,118 teacher welcome lunch 1,412 volunteer appreciation 137 total 175,658

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 399 AFTER SCHOOL ENRICHMENT 38,174 ASSEMBLIES 2,540 BEAUTIFICATION 466 CHILDREN DIVERSITY 243 COUNSELING 52 DARE 1,468 EDUCATIONAL SOFTWARE 2,397 FAMILY LITERACY NIGHT 1,152 FIELD DAY 523 FIFTH GRADE CELEBRATIONS 4,329 KG PLAYGROUND 78,559 MILEAGE CLUB 27 MOVIE LICENSE 650 OUTDOOR CLASSROOM 11,679 OUTREACH 740 PARENT LIASON 491 PBIS 494 PD REFRESHMENTS 592 PROFESSIONAL DEVELOPMENT 5,384 PROFESSIONAL MEMBERSHIPS 2,719 PTA EXPENSES 1,002 STAFF RECOGNITION 1,416 STEMMERDAY 6,890 STUDENT LEADERSHIP 975 TEACHER ALLOTMENT 5,630 TEACHER APPRECIATION 5,118 TEACHER WELCOME LUNCH 1,412 VOLUNTEER APPRECIATION 137 TOTAL 175,658
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/PreparerPersonGrp/PreparationDt02024-09-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHELLE A HECKER
ReturnHeader/ReturnTs02024-09-23T09:12:29-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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