Civic Intelligence

Broadus Wood Elementary School Parent and Teacher Organization

990EZ • Fiscal year 2016 • EIN 42-1763765

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 16, 2017

185 Buck Mountain RdEarlysville, VA 22936

(434) 973-3865

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

52nd percentile

4.0%

Higher net margin than 52% 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

63rd percentile

10%

Faster asset growth than 63% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

33rd percentile

-11%

Faster revenue growth than 33% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$17,785

Up $1,674 (+10%) from 2015

Net Assets

Up

$17,785

Up $1,674 (+10%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$41,802

Down $5,038 (-11%) from 2015

Expenses

Down

$40,128

Down $3,743 (-8.5%) from 2015

Net Income

Down

$1,674

Down $1,295 (-44%) from 2015

Historical Trend

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2014: $13,142Liabilities 2014: $0Net Assets 2014: $13,1422014Assets 2015: $16,111Net Assets 2015: $16,1112015Assets 2016: $17,785Net Assets 2016: $17,7852016Assets 2017: $13,947Net Assets 2017: $13,9472017Assets 2018: $13,131Liabilities 2018: $02018Assets 2019: $17,426Net Assets 2019: $17,4262019Assets 2020: $16,891Net Assets 2020: $16,8912020Assets 2021: $13,563Net Assets 2021: $13,5632021Assets 2022: $15,184Net Assets 2022: $15,1842022Assets 2023: $26,022Net Assets 2023: $26,0222023

Highlighted filing

2016

Assets$17,785
Liabilities-
Net Assets$17,785

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2014: $39,824Expenses 2014: $47,731Net Income 2014: -$7,9072014Revenue 2015: $46,840Expenses 2015: $43,871Net Income 2015: $2,9692015Revenue 2016: $41,802Expenses 2016: $40,128Net Income 2016: $1,6742016Revenue 2017: $35,684Expenses 2017: $39,522Net Income 2017: -$3,8382017Revenue 2018: $36,914Expenses 2018: $37,730Net Income 2018: -$8162018Revenue 2019: $39,501Expenses 2019: $35,206Net Income 2019: $4,2952019Revenue 2020: $19,740Expenses 2020: $20,275Net Income 2020: -$5352020Revenue 2021: $13,105Expenses 2021: $16,433Net Income 2021: -$3,3282021Revenue 2022: $10,928Expenses 2022: $9,307Net Income 2022: $1,6212022Revenue 2023: $32,420Expenses 2023: $21,582Net Income 2023: $10,8382023

Highlighted filing

2016

Revenue$41,802
Expenses$40,128
Net Income$1,674
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 16, 2017
Return Version
2015v3.0
Gross Receipts
$50,104
Mission and Program Overview

Mission

SEE SCHEDULE O

Program Services

DescriptionGrantsExpenses
PROGRAM SERVICE ACCOMPLISHMENT 1 AFTER SCHOOL CLUBS Broadus Wood After School Clubs provide enriching opportunities for students who pay to attend these clubs. See SCHEDULE O-$15,127
PROGRAM SERVICE ACCOMPLISHMENT 2 SCHOOL SUPPLIES AND STAFF SUPPORT ALLOCATIONS Broadus Wood PTO helps fund the purchase of technology, equipment, and school supplies See SCHEDULE O$11,731$11,731
PROGRAM SERVICE ACCOMPLISHMENT 3 FIELD TRIPS AND ASSEMBLIES SUPPORT Broadus Wood PTO supports experiences that extend classroom learning beyond the walls of the building See SCHEDULE O-$7,716
PROGRAM SERVICE ACCOMPLISHMENT 4 OTHER PROGRAM EXPENSES Broadus Wood PTO hosts a number of school functions that promote community development through positive, engaging interactions. See SCHEDULE O-$2,917
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Andrea MejiaPresidentPT$0--
Sarah TulloVice PresidentPT$0--
Bob FrysingerTreasurerPT$0--
Jessica KirbySecretaryPT$0--
Heather RussellVolunteer CoordinatorPT$0--
Amy MorrisPrincipal-$0--
Deannine LahhamTeacher Representative-$0--
Filing and Contact Details

Filer

Filer Name
Broadus Wood Elementary School Parent Teacher Organization
EIN
42-1763765
Phone
4349733865
Address
185 Buck Mountain Rd, Earlysville, VA 22936

Signing Officer

Name
Robert Frysinger
Title
Treasurer
Phone
4349733865
Signed
2017-01-16
Discuss with paid preparer
Yes

Preparer

Firm
Ivy Tax Service
Address
2435 Kimbrough Circle, Charlottesville, VA 22901
Preparer
Dawn Cleveland EA
Phone
4343052899
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part III, Line 31

PROGRAM SERVICE ACCOMPLISHMENT 4 OTHER PROGRAM EXPENSES Broadus Wood PTO hosts a number of school functions that promote community development through positive, engaging interactions. See SCHEDULE O Grants and allocations 0, Program service expenses 2,917

Form 990-EZ, Part I, Line 16, Other Expenses

After school clubs 15,127

Form 990-EZ, Part I, Line 16, Other Expenses

ASSEMBLIES 1,950

Form 990-EZ, Part I, Line 16, Other Expenses

BACK TO SCHOOL PICNIC 63

Form 990-EZ, Part I, Line 16, Other Expenses

BOBCAT BOWL 895

Form 990-EZ, Part I, Line 16, Other Expenses

BOBCAT FAMILY DANCE 237

Form 990-EZ, Part I, Line 16, Other Expenses

END OF YEAR PARTY 139

Form 990-EZ, Part I, Line 16, Other Expenses

FALL FESTIVAL 199

Form 990-EZ, Part I, Line 16, Other Expenses

FIELD TRIPS 5,766

Form 990-EZ, Part I, Line 16, Other Expenses

General and administrative costs 443

Form 990-EZ, Part I, Line 16, Other Expenses

LEARNING GARDEN 418

Form 990-EZ, Part I, Line 16, Other Expenses

MOVIE NIGHT 14

Form 990-EZ, Part I, Line 16, Other Expenses

STAFF APPRECIATION 509

Form 990-EZ, Part III, Line Primary Exempt Purpose

The primary exempt purpose of the broadus wood pto is to support the students, parents and faculty of broadus wood elementary school by helping promote the welfare of the school, improving the schools facilities, assisting the staff to provide the best education possible, and forging a partnership of parents, students, and staff that sustains a lone-range vision of excellence at the school

Form 990-EZ, Part III, Line 28

PROGRAM SERVICE ACCOMPLISHMENT 1 AFTER SCHOOL CLUBS Broadus Wood After School Clubs provide enriching opportunities for students who pay to attend these clubs. Clubs are led by staff or parents. Themes include dance, jewelry making, crafts, sports, music, and arts crafts. Clubs operate from 230PM end of school to 330PM on designated days.

Form 990-EZ, Part III, Line 29

PROGRAM SERVICE ACCOMPLISHMENT 2 SCHOOL SUPPLIES AND STAFF SUPPORT ALLOCATIONS Broadus Wood PTO helps the staff and students prepare for school by funding the purchase of technology, equipment, and school supplies for use by all students and teachers. Staff allocation allow teachers to customize the learning tools available to enrich the classroom experience, while supllies purchases save families time and money by purchasing supplies in bluk. This provides a consistent set of materials for all students. This effort also supports requests for teacher continuing education and provides a fund for discretionary use by the principal. This program benefits all students approximately 300, faculty/staff approx 45, and parents.

Form 990-EZ, Part III, Line 30

PROGRAM SERVICE ACCOMPLISHMENT 3 FIELD TRIPS AND ASSEMBLIES SUPPORT Broadus Wood PTO supports experiences that extend classroom learning beyond the walls of the building by funding transportation and fees for field trips at all grade levels. Assemblies bring outside learning opportunities to the school for enrichment during the school day to all students. This program benefits all students, approximately 300 children.

Form 990-EZ, Part III, Line 31

PROGRAM SERVICE ACCOMPLISHMENT 4 OTHER PROGRAM EXPENSES Broadus Wood PTO hosts a number of school functions that promote community development through positive, engaging interactions between staff, students, and families. These events are open to all students, staff, and families. Events include the Fall Festival, Family Dance, and bowling at the Bobcat Bowl. Other programs include Movie nights, Talent Show, Book Fair, and Learning Garden on the school grounds. This program benefits all students, staff, and families who attend these events, and builds a community between all those who spend time at the school.

Form 990-EZ, Part I, Line 10

GRANTS AWARDED OVER 5,000 Broadus Wood Elementary School, School Supplies CASH 2,086, GOODS FMV 4,027, TOTAL 6,113.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROGRAM SERVICE ACCOMPLISHMENT 4 OTHER PROGRAM EXPENSES Broadus Wood PTO hosts a number of school functions that promote community development through positive, engaging interactions. See SCHEDULE O Grants and allocations 0, Program service expenses 2,917
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AFTER SCHOOL CLUBS 15,127
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ASSEMBLIES 1,950
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BACK TO SCHOOL PICNIC 63
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BOBCAT BOWL 895
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BOBCAT FAMILY DANCE 237
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6END OF YEAR PARTY 139
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7FALL FESTIVAL 199
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8FIELD TRIPS 5,766
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9GENERAL AND ADMINISTRATIVE COSTS 443
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10LEARNING GARDEN 418
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11MOVIE NIGHT 14
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12STAFF APPRECIATION 509
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13THE PRIMARY EXEMPT PURPOSE OF THE BROADUS WOOD PTO IS TO SUPPORT THE STUDENTS, PARENTS AND FACULTY OF BROADUS WOOD ELEMENTARY SCHOOL BY HELPING PROMOTE THE WELFARE OF THE SCHOOL, IMPROVING THE SCHOOLS FACILITIES, ASSISTING THE STAFF TO PROVIDE THE BEST EDUCATION POSSIBLE, AND FORGING A PARTNERSHIP OF PARENTS, STUDENTS, AND STAFF THAT SUSTAINS A LONE-RANGE VISION OF EXCELLENCE AT THE SCHOOL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14PROGRAM SERVICE ACCOMPLISHMENT 1 AFTER SCHOOL CLUBS Broadus Wood After School Clubs provide enriching opportunities for students who pay to attend these clubs. Clubs are led by staff or parents. Themes include dance, jewelry making, crafts, sports, music, and arts crafts. Clubs operate from 230PM end of school to 330PM on designated days.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15PROGRAM SERVICE ACCOMPLISHMENT 2 SCHOOL SUPPLIES AND STAFF SUPPORT ALLOCATIONS Broadus Wood PTO helps the staff and students prepare for school by funding the purchase of technology, equipment, and school supplies for use by all students and teachers. Staff allocation allow teachers to customize the learning tools available to enrich the classroom experience, while supllies purchases save families time and money by purchasing supplies in bluk. This provides a consistent set of materials for all students. This effort also supports requests for teacher continuing education and provides a fund for discretionary use by the principal. This program benefits all students approximately 300, faculty/staff approx 45, and parents.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16PROGRAM SERVICE ACCOMPLISHMENT 3 FIELD TRIPS AND ASSEMBLIES SUPPORT Broadus Wood PTO supports experiences that extend classroom learning beyond the walls of the building by funding transportation and fees for field trips at all grade levels. Assemblies bring outside learning opportunities to the school for enrichment during the school day to all students. This program benefits all students, approximately 300 children.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17PROGRAM SERVICE ACCOMPLISHMENT 4 OTHER PROGRAM EXPENSES Broadus Wood PTO hosts a number of school functions that promote community development through positive, engaging interactions between staff, students, and families. These events are open to all students, staff, and families. Events include the Fall Festival, Family Dance, and bowling at the Bobcat Bowl. Other programs include Movie nights, Talent Show, Book Fair, and Learning Garden on the school grounds. This program benefits all students, staff, and families who attend these events, and builds a community between all those who spend time at the school.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18GRANTS AWARDED OVER 5,000 Broadus Wood Elementary School, School Supplies CASH 2,086, GOODS FMV 4,027, TOTAL 6,113.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990-EZ, Part III, Line Primary Exempt Purpose
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990-EZ, Part III, Line 29
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990-EZ, Part III, Line 30
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Form 990-EZ, Part III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Form 990-EZ, Part I, Line 10
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Broadus Wood Elementary School Parent Teacher Organization
ReturnHeader/Filer/BusinessNameControlTxt0BROA
ReturnHeader/Filer/EIN0421763765
ReturnHeader/Filer/PhoneNum04349733865
ReturnHeader/Filer/USAddress/AddressLine1Txt0185 Buck Mountain Rd
ReturnHeader/Filer/USAddress/CityNm0Earlysville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd022936
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Ivy Tax Service
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02435 Kimbrough Circle
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Charlottesville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd022901
ReturnHeader/PreparerPersonGrp/PhoneNum04343052899
ReturnHeader/PreparerPersonGrp/PreparationDt02017-01-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Dawn Cleveland EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-01-16T03:53:03-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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