Civic Intelligence

Buckland Mills Elementary PTO

990EZ • Fiscal year 2024 • EIN 33-1146654

Aug 01, 2023 to Jul 31, 2024 • Filed on Jul 31, 2024

Organization ProfileN/A
10511 Wharfdale PlGainesville, VA 20155

(703) 530-1560

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

54th percentile

5.2%

Higher net margin than 54% 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

65th percentile

12%

Faster asset growth than 65% of similar nonprofits.

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

Revenue Growth

25th percentile

-20%

Faster revenue growth than 25% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$17,993

Up $1,931 (+12%) from 2023

Net Assets

Up

$17,993

Up $1,931 (+12%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin54th percentile

Revenue

Down

$37,211

Down $9,450 (-20%) from 2023

Expenses

Down

$35,280

Down $15,817 (-31%) from 2023

Net Income

Up

$1,931

Up $6,367 (+144%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$60K$40K$20K$0Assets 2012: $24,274Net Assets 2012: $24,2742012Assets 2013: $35,582Net Assets 2013: $35,5822013Assets 2014: $0Net Assets 2014: $02014Assets 2015: $41,897Net Assets 2015: $41,8972015Assets 2016: $35,626Net Assets 2016: $35,6262016Assets 2017: $23,114Liabilities 2017: $0Net Assets 2017: $23,1142017Assets 2018: $29,942Liabilities 2018: $0Net Assets 2018: $29,9422018Assets 2019: $27,022Liabilities 2019: $0Net Assets 2019: $27,0222019Assets 2020: $25,282Liabilities 2020: $0Net Assets 2020: $25,2822020Assets 2021: $22,899Liabilities 2021: $0Net Assets 2021: $22,8992021Assets 2022: $20,498Liabilities 2022: $0Net Assets 2022: $20,4982022Assets 2023: $16,062Liabilities 2023: $0Net Assets 2023: $16,0622023Assets 2024: $17,993Liabilities 2024: $0Net Assets 2024: $17,9932024Assets 2025: $23,544Liabilities 2025: $0Net Assets 2025: $23,5442025

Highlighted filing

2024

Assets$17,993
Liabilities$0
Net Assets$17,993
Open 2024 Filing

Operations Trend

Revenue Growth25th percentile

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

$150K$100K$50K$0-$50KRevenue 2012: $101,034Expenses 2012: $106,042Net Income 2012: -$5,0082012Revenue 2013: $109,917Expenses 2013: $98,609Net Income 2013: $11,3082013Revenue 2014: $02014Revenue 2015: $70,241Expenses 2015: $69,803Net Income 2015: $4382015Revenue 2016: $70,166Expenses 2016: $76,437Net Income 2016: -$6,2712016Revenue 2017: $68,828Expenses 2017: $81,340Net Income 2017: -$12,5122017Revenue 2018: $70,470Expenses 2018: $64,358Net Income 2018: $6,1122018Revenue 2019: $59,853Expenses 2019: $62,773Net Income 2019: -$2,9202019Revenue 2020: $58,998Expenses 2020: $60,738Net Income 2020: -$1,7402020Revenue 2021: $2,636Expenses 2021: $5,019Net Income 2021: -$2,3832021Revenue 2022: $36,188Expenses 2022: $38,589Net Income 2022: -$2,4012022Revenue 2023: $46,661Expenses 2023: $51,097Net Income 2023: -$4,4362023Revenue 2024: $37,211Expenses 2024: $35,280Net Income 2024: $1,9312024Revenue 2025: $26,551Expenses 2025: $21,000Net Income 2025: $5,5512025

Highlighted filing

2024

Revenue$37,211
Expenses$35,280
Net Income$1,931
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2023 to Jul 31, 2024
Signed
Jul 31, 2024
Return Version
2023v5.1
Gross Receipts
$62,549
Mission and Program Overview

Mission

Enhance students educational environment

Program Services

DescriptionGrantsExpenses
Organization raised funds that provided additional activities to the students. Also various family activities throughout the year that enhances education for the students.-$25,338
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Shelby FordPresidentPT$0--
Heather DempseyCo-Vice PresidentPT$0--
Kyrstal CatinoSecretaryPT$0--
Phoebe LoTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon----
Spirit Night----
Filing and Contact Details

Filer

Filer Name
Buckland Mills Elementary PTO
EIN
33-1146654
Address
10511 Wharfdale Pl, Gainesville, VA 20155

Signing Officer

Name
Phoebe Lo
Title
Treasurer
Phone
7037727340
Signed
2024-07-31
Discuss with paid preparer
Yes

Preparer

Firm
Sharon L Zavalanski CPA
Address
7532 Gardner Park Drive, Gainesville, VA 20155
Preparer
Sharon L Zavalanski CPA
Phone
7039286246
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity School PTO Fundraising Grantee Buckland Mills Elementary Street 10511 Wharfdale Place City, State, Zip Gainesville, VA 20155Relationship School of PTO Members Amount 20,000”

Description of other expenses Part I line 16

“Description AmountAdmin and Office Supplies 15,280”

Raw XML Appendix152 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Phoebe Lo
IRS990EZ/BooksInCareOfDetail/PhoneNum07035301560
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt010511 Wharfdale Pl
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Gainesville
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd020155
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt016062
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt017993
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01931
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt016062
IRS990EZ/Form990TotalAssetsGrp/EOYAmt017993
IRS990EZ/FundraisingGrossIncomeAmt062064
IRS990EZ/GrantsAndSimilarAmountsPaidAmt020000
IRS990EZ/GrossReceiptsAmt062549
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0485
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt016062
IRS990EZ/NetAssetsOrFundBalancesEOYAmt017993
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt016062
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt017993
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt320.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Shelby Ford
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Heather Dempsey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Kyrstal Catino
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Phoebe Lo
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Co-Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt015280
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Enhance students educational environment
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Organization raised funds that provided additional activities to the students. Also various family activities throughout the year that enhances education for the students.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt025338
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt025338
IRS990EZ/SpecialEventsNetIncomeLossAmt036726
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0VA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt035280
IRS990EZ/TotalProgramServiceExpensesAmt025338
IRS990EZ/TotalRevenueAmt037211
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0PTO
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0485
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0155
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt025
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0998
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01663
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt062064
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt076763
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt060082
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt02611
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt058000
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0259520
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0261183
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt062549
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt076763
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt060237
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02636
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt058998
IRS990ScheduleA/Total509Grp/TotalAmt0261183
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt062549
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt076763
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt060237
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt02636
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt058998
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0261183
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Boosterthon
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Spirit Night
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity School PTO Fundraising Grantee Buckland Mills Elementary Street 10511 Wharfdale Place City, State, Zip Gainesville, VA 20155Relationship School of PTO Members Amount 20,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountAdmin and Office Supplies 15,280
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Phoebe Lo
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07037727340
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-07-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Buckland Mills Elementary PTO
ReturnHeader/Filer/BusinessNameControlTxt0BUCK
ReturnHeader/Filer/EIN0331146654
ReturnHeader/Filer/USAddress/AddressLine1Txt010511 Wharfdale Pl
ReturnHeader/Filer/USAddress/CityNm0Gainesville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd020155
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203853595
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Sharon L Zavalanski CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07532 Gardner Park Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Gainesville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020155
ReturnHeader/PreparerPersonGrp/PhoneNum07039286246
ReturnHeader/PreparerPersonGrp/PreparationDt02024-08-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sharon L Zavalanski CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-08-05T10:48:41-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-08-01
ReturnHeader/TaxPeriodEndDt02024-07-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,993
Liabilities
$0
Net assets
$17,993
Revenue
$37,211
Expenses
$35,280
Net income
$1,931
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.27$0.21$0.06
2024Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.37$0.35$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.47$0.51$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.36$0.39$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$0.03$0.05$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.59$0.61$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$0.60$0.63$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.70$0.64$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$0.69$0.81$0.13
2016Detailed filing. Detailed filing data is available for this year.$0.36$0.36$0.70$0.76$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.42$0.42$0.70$0.70$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.36$0.36$1.10$0.99$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.24$0.24$1.01$1.06$0.05