Civic Intelligence

Penn Elementary PTO

EIN 30-0746168 • 501(c)3 • Woodbridge, VA

RevokedPub. 78 Eligible990-N Coverage

Profile

To assist in the implementation of penn elementary school's mission statement. The organization is organized solely for the charitable scientific library or educational

Revocation date: Nov 15, 2015

12980 Queen Chapel RoadWoodbridge, VA 22193

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2017

Net Margin

82nd percentile

31%

Higher net margin than 82% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

85th percentile

47%

Faster asset growth than 85% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

46th percentile

-6.0%

Faster revenue growth than 46% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$26,097

Up $8,295 (+47%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$26,097

Up $8,295 (+47%) from 2016

Operations
Liabilities / RevenueScore unavailableNet Margin82nd percentile

Revenue

Down

$26,929

Down $1,705 (-6.0%) from 2016

Expenses

Up

$18,634

Up $3,402 (+22%) from 2016

Net Income

Down

$8,295

Down $5,107 (-38%) from 2016

Trend Graphs

Balance Sheet Trend

Asset Growth85th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30K$20K$10K$0Assets 2016: $17,802Net Assets 2016: $17,8022016Assets 2017: $26,097Net Assets 2017: $26,0972017

Highlighted filing

2017

Assets$26,097
Liabilities-
Net Assets$26,097
Open 2017 Filing

Operations Trend

Revenue Growth46th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30K$20K$10K$0Revenue 2016: $28,634Expenses 2016: $15,232Net Income 2016: $13,4022016Revenue 2017: $26,929Expenses 2017: $18,634Net Income 2017: $8,2952017

Highlighted filing

2017

Revenue$26,929
Expenses$18,634
Net Income$8,295
Open 2017 Filing

Filings

Most recent year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$26,097
Liabilities
-
Net assets
$26,097
Revenue
$26,929
Expenses
$18,634
Net income
$8,295
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$26.1$26.1$26.9$18.6$8.30
2016Detailed filing. Detailed filing data is available for this year.$17.8$17.8$28.6$15.2$13.4
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 2, 2017
Return Version
2016v3.0
Gross Receipts
$35,619
Mission and Program Overview

Mission

To assist in the implementation of penn elementary school's mission statement. The organization is organized solely for the charitable scientific library or educational

Program Services

DescriptionGrantsExpenses
MONEY GIVEN TO THE PENN ELEMENTARY FOR VARIOUS PROGRAMS FOR LITERACY AND MUSIC$9,888$9,888
TEACHER REIMBURSEMENTS AND APPRECIATION -TO PROVIDE SUPPORT TO THE STAFF FOR YEALY EXPENSES$2,785$2,785
BUSSING FOR FIELD TRIPS$2,500$2,500
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KARIE CHANGEPresidentPT$0--
RANIA SHEATSVice PresidentPT$0--
KATIE DUGANSecretaryPT$0--
KATALIN GAITANTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Read a thon$18,089$18,089$1,055$17,034
Total Events$18,089$18,089$1,055$17,034
Filing and Contact Details

Filer

Filer Name
Penn Elementary Pto
EIN
30-0746168
Phone
7035900344
Address
12980 QUEEN CHAPEL ROAD, WOODBRIDGE, VA 22193

Signing Officer

Name
Katalin Gaitan
Title
Treasurer
Phone
7035900344
Signed
2017-11-02
Discuss with paid preparer
Yes

Preparer

Firm
SJP Accounting & Tax Services LLC
Address
3320 Noble Pond Way Ste 201, Woodbridge, VA 22193
Preparer
Sasha Andersson
Phone
7033981366
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“Holiday sale vendor sport 1197.”

Form 990EZ, Part I, Line 10

“Bussing for field trips; educational; : , , , ; , 2500.”

Form 990EZ, Part I, Line 10

“Money given to penn elementary for various programs; educational; : , , , ; , 9888.”

Form 990EZ, Part I, Line 10

“Teacher reimbursement and recognition; educational; : , , , ; , 2785.”

Form 990EZ, Part I, Line 16

“PTO SUPPLIES 107.”

Form 990EZ, Part I, Line 16

“PTO INSURANCE 1116.”

Form 990EZ, Part I, Line 16

“BOOHOO BREAKFAST 122.”

Form 990EZ, Part I, Line 16

“ICE CREAM SOCIAL 295.”

Form 990EZ, Part I, Line 16

“MOVIE NIGHTS 1464.”

Form 990EZ, Part I, Line 16

“PIZZA PARTY 47.”

Form 990EZ, Part I, Line 16

“POPCORN MACHINE 301.”

Raw XML Appendix180 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0KATALIN GAITAN
IRS990EZ/BooksInCareOfDetail/PhoneNum02027166214
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt012758 Stone Lined Circle
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Woodbridge
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd022192
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt017802
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt026097
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt016
IRS990EZ/CostOfGoodsSoldAmt06790
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt08295
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt017802
IRS990EZ/Form990TotalAssetsGrp/EOYAmt026097
IRS990EZ/FundraisingGrossIncomeAmt020424
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt04111
IRS990EZ/GrantsAndSimilarAmountsPaidAmt015173
IRS990EZ/GrossProfitLossSlsOfInvntryAmt01791
IRS990EZ/GrossReceiptsAmt035619
IRS990EZ/GrossSalesOfInventoryAmt08581
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01290
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt017802
IRS990EZ/NetAssetsOrFundBalancesEOYAmt026097
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt017802
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt026097
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt08.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt18.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt28.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KARIE CHANGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RANIA SHEATS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KATIE DUGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KATALIN GAITAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt03452
IRS990EZ/OtherRevenueTotalAmt01197
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO ASSIST IN THE IMPLEMENTATION OF PENN ELEMENTARY SCHOOL'S MISSION STATEMENT. THE ORGANIZATION IS ORGANIZED SOLELY FOR THE CHARITABLE SCIENTIFIC LIBRARY OR EDUCATIONAL
IRS990EZ/PrintingPublicationsPostageAmt09
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0BUSSING FOR FIELD TRIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1MONEY GIVEN TO THE PENN ELEMENTARY FOR VARIOUS PROGRAMS FOR LITERACY AND MUSIC
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2TEACHER REIMBURSEMENTS AND APPRECIATION -TO PROVIDE SUPPORT TO THE STAFF FOR YEALY EXPENSES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt02500
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt19888
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt22785
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt19888
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22785
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt01900
IRS990EZ/SpecialEventsNetIncomeLossAmt022635
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt018634
IRS990EZ/TotalProgramServiceExpensesAmt015173
IRS990EZ/TotalRevenueAmt026929
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01306
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01050
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02356
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0132
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0132
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt034312
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt047739
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt082051
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0132
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0132
IRS990ScheduleA/InvestmentIncomeCYPct00.00160
IRS990ScheduleA/InvestmentIncomePYPct00.00270
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.99840
IRS990ScheduleA/PublicSupportPY509Pct00.99730
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt084407
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt035618
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt048789
IRS990ScheduleA/Total509Grp/TotalAmt084407
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt084539
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt01055
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Read a thon
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt018089
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt018089
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt018089
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt018089
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt017034
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01055
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01055
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0HOLIDAY SALE VENDOR SPORT 1197.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BUSSING FOR FIELD TRIPS; EDUCATIONAL; : , , , ; , 2500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MONEY GIVEN TO PENN ELEMENTARY FOR VARIOUS PROGRAMS; EDUCATIONAL; : , , , ; , 9888.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TEACHER REIMBURSEMENT AND RECOGNITION; EDUCATIONAL; : , , , ; , 2785.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PTO SUPPLIES 107.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PTO INSURANCE 1116.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BOOHOO BREAKFAST 122.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ICE CREAM SOCIAL 295.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8MOVIE NIGHTS 1464.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9PIZZA PARTY 47.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10POPCORN MACHINE 301.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATALIN GAITAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07035900344
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PENN ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0PENN
ReturnHeader/Filer/EIN0300746168
ReturnHeader/Filer/PhoneNum07035900344
ReturnHeader/Filer/USAddress/AddressLine1Txt012980 QUEEN CHAPEL ROAD
ReturnHeader/Filer/USAddress/CityNm0WOODBRIDGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd022193
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId03760B338D374AD71857F2CC254EEE38A543AAF7F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03760B338D374AD71857F2CC254EEE38A543AAF7F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0100.36.194.64
ReturnHeader/FilingSecurityInformation/IPDt02017-11-03
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm012:58:35
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SJP Accounting & Tax Services LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03320 Noble Pond Way Ste 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Woodbridge
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd022193
ReturnHeader/PreparerPersonGrp/PhoneNum07033981366
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SASHA ANDERSSON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-11-03T12:58:48-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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