Civic Intelligence

Penn Elementary PTO

990EZ • Fiscal year 2016 • EIN 30-0746168

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 30, 2017

Organization ProfileN/A
12980 Queen Chapel RoadWoodbridge, VA 22193

(703) 590-0344

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

91st percentile

47%

Higher net margin than 91% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$17,802

No earlier filing loaded for comparison.

Net Assets

$17,802

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin91st percentile

Revenue

$28,634

No earlier filing loaded for comparison.

Expenses

$15,232

No earlier filing loaded for comparison.

Net Income

$13,402

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

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

Highlighted filing

2016

Assets$17,802
Liabilities-
Net Assets$17,802
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$28,634
Expenses$15,232
Net Income$13,402
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 30, 2017
Return Version
2015v3.0
Gross Receipts
$51,122
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

To assist in the implementation of penn elementary school's mission statement. The organization is organized solely for the charitable scientific library or educational purposes as defined in sec 501(c)(3) of the irc and according to the laws of the state of virginia for volunteer non-profits.

Program Services

DescriptionGrantsExpenses
MUSICAL INSTRUMENTS -TO SUPPLY MUSICAL INSTRUMENTS TO THE SCHOOL$5,537$5,537
TEACHER REIMBURSEMENTS AND APPRECIATION -TO PROVIDE SUPPORT TO THE STAFF FOR YEALY EXPENSES$3,918$3,918
BUSSING FOR FIELD TRIPS$2,500$2,500
Compensation and Service Providers
Top Officer Pay75th 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
Boosterthon$35,245$35,245$18,311$16,934
Total Events$35,245$35,245$18,311$16,934
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
2017-10-30
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

“Repay of fradulent withdrawals-prior treasurer 2201.”

Form 990EZ, Part I, Line 10

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

Form 990EZ, Part I, Line 10

“To buy musical instruments; educational; : , , , ; , 5537.”

Form 990EZ, Part I, Line 10

“Teacher reimbursment and appreciation; educational; : , , , ; , 3918.”

Form 990EZ, Part I, Line 16

“PTO SUPPLIES 411.”

Form 990EZ, Part I, Line 16

“PTO INSURANCE 1188.”

Form 990EZ, Part I, Line 16

“PTO SCC FEE 35.”

Form 990EZ, Part I, Line 16

“BANK FEES 185.”

Form 990EZ, Part I, Line 16

“HEALTH RUN EXPENSE 113.”

Form 990EZ, Part I, Line 16

“Ice cream social expense 156.”

Form 990EZ, Part I, Line 16

“GIRL SMARTS TUITION 40.”

Form 990EZ, Part I, Line 16

“AWARDS 49.”

Form 990EZ, Part I, Line 16

“BOOHOO BREAKFAST 127.”

Form 990EZ, Part I, Line 16

“Movie night expenses 642.”

Form 990EZ, Part I, Line 16

“Boy scout project on school 300.”

Raw XML Appendix176 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/BooksInCareOfDetail/PersonNm0KATALIN GAITAN
IRS990EZ/BooksInCareOfDetail/PhoneNum02027166214
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Woodbridge
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd022192
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt04400
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt04400
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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/OtherExpensesTotalAmt03246
IRS990EZ/OtherRevenueTotalAmt02201
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 PURPOSES AS DEFINED IN SEC 501(C)(3) OF THE IRC AND ACCORDING TO THE LAWS OF THE STATE OF VIRGINIA FOR VOLUNTEER NON-PROFITS.
IRS990EZ/PrintingPublicationsPostageAmt031
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0BUSSING FOR FIELD TRIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1MUSICAL INSTRUMENTS -TO SUPPLY MUSICAL INSTRUMENTS TO THE SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2TEACHER REIMBURSEMENTS AND APPRECIATION -TO PROVIDE SUPPORT TO THE STAFF FOR YEALY EXPENSES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt02500
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt15537
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt23918
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15537
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt23918
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt018804
IRS990EZ/SpecialEventsNetIncomeLossAmt024488
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt015232
IRS990EZ/TotalProgramServiceExpensesAmt011955
IRS990EZ/TotalRevenueAmt028634
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01050
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01050
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0132
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0132
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0132
IRS990ScheduleA/InvestmentIncomeCYPct00.00270
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.99730
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt048789
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt048789
IRS990ScheduleA/Total509Grp/TotalAmt048789
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt048921
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt018311
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Boosterthon
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt035245
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt035245
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt035245
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt035245
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt016934
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt018311
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt018311
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REPAY OF FRADULENT WITHDRAWALS-PRIOR TREASURER 2201.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BUSSING FOR FIELD TRIPS; EDUCATIONAL; : , , , ; , 2500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO BUY MUSICAL INSTRUMENTS; EDUCATIONAL; : , , , ; , 5537.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TEACHER REIMBURSMENT AND APPRECIATION; EDUCATIONAL; : , , , ; , 3918.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PTO SUPPLIES 411.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PTO INSURANCE 1188.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PTO SCC FEE 35.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7BANK FEES 185.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8HEALTH RUN EXPENSE 113.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9ICE CREAM SOCIAL EXPENSE 156.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10GIRL SMARTS TUITION 40.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11AWARDS 49.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12BOOHOO BREAKFAST 127.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13MOVIE NIGHT EXPENSES 642.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14BOY SCOUT PROJECT ON SCHOOL 300.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATALIN GAITAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07035900344
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-30
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/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/PreparerPersonNm0SASHA ANDERSSON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-10-31T14:23:09-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,802
Liabilities
-
Net assets
$17,802
Revenue
$28,634
Expenses
$15,232
Net income
$13,402
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