Civic Intelligence

Herndon Elemmiddle Magnet Ptsa

990EZ • Fiscal year 2014 • EIN 51-0193194

Jul 01, 2013 to Jun 30, 2014 • Filed on Dec 10, 2014

Organization ProfileN/A
11845 Gamm Road71004

(318) 221-7676

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 2014

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2014

Net Margin

85th percentile

31%

Higher net margin than 85% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

82nd percentile

42%

Faster asset growth than 82% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

96th percentile

175%

Faster revenue growth than 96% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$16,574

Up $4,884 (+42%) from 2013

Net Assets

$16,574

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin85th percentile

Revenue

Up

$15,757

Up $10,024 (+175%) from 2013

Expenses

Up

$10,873

Up $5,238 (+93%) from 2013

Net Income

Up

$4,884

Up $4,786 (+4884%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

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

$150K$100K$50K$0Assets 2012: $11,592Net Assets 2012: $11,5922012Assets 2013: $11,690Liabilities 2013: $02013Assets 2014: $16,574Net Assets 2014: $16,5742014Assets 2015: $13,572Net Assets 2015: $13,5722015Assets 2016: $10,095Liabilities 2016: $02016Assets 2017: $26,006Liabilities 2017: $02017Assets 2018: $16,167Liabilities 2018: $02018Assets 2019: $12,616Net Assets 2019: $12,6162019Assets 2020: $20,519Net Assets 2020: $20,5192020Assets 2021: $25,033Net Assets 2021: $25,0332021Assets 2023: $88,487Net Assets 2023: $135,4422023Assets 2024: $45,927Net Assets 2024: $54,4712024Assets 2025: $53,349Net Assets 2025: $53,3492025

Highlighted filing

2014

Assets$16,574
Liabilities-
Net Assets$16,574
Open 2014 Filing

Operations Trend

Revenue Growth96th percentile

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

$100K$50K$0-$50KRevenue 2012: -$731Expenses 2012: $12,709Net Income 2012: -$13,4402012Revenue 2013: $5,733Expenses 2013: $5,635Net Income 2013: $982013Revenue 2014: $15,757Expenses 2014: $10,873Net Income 2014: $4,8842014Revenue 2015: $3,480Expenses 2015: $6,482Net Income 2015: -$3,0022015Revenue 2016: $505Expenses 2016: $3,982Net Income 2016: -$3,4772016Revenue 2017: $17,186Expenses 2017: $1,275Net Income 2017: $15,9112017Revenue 2018: $29,496Expenses 2018: $39,335Net Income 2018: -$9,8392018Revenue 2019: $78,224Expenses 2019: $81,775Net Income 2019: -$3,5512019Revenue 2020: $73,850Expenses 2020: $65,947Net Income 2020: $7,9032020Revenue 2021: $25,837Expenses 2021: $21,323Net Income 2021: $4,5142021Revenue 2023: $64,997Expenses 2023: $24,750Net Income 2023: $40,2472023Revenue 2024: $36,570Expenses 2024: $70,586Net Income 2024: -$34,0162024Revenue 2025: $50,724Expenses 2025: $43,302Net Income 2025: $7,4222025

Highlighted filing

2014

Revenue$15,757
Expenses$10,873
Net Income$4,884
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Dec 10, 2014
Return Version
2013v3.1
Gross Receipts
$107,672
Mission and Program Overview

Mission

To provide support to the students, faculty and staff of Herndon Magnet School.

Pta to aid parents,teachers & students

Program Services

DescriptionGrantsExpenses
PROVIDE STUDENTS & TEACHERS SUPPORT NOT SUPPLIED BY PUBLIC SCHOOLS.$3,665-
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MEREDITH HUNTERSecretaryPT$0--
VERA DUNFEYPresidentPT$0--
LANITA CLARK2nd Vice Pres-$0--
JOAN ANN COODYTreasurer-$0--
MINDI BROUSSARD1st Vice Pres-$0--
CHRISTINA KRUITHOF3rd Vice Pres-$0--
CHRISTINA ROBERTS4th Vice Pres-$0--
BRENDA MCDONALDAdvisor-$0--
PATRICK ROBERTS5th Vice Pres-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$66,788$66,788$59,345$7,443
Event 2$22,611$22,611$18,999$3,612
Total Events$105,550$105,550$91,915$13,635
Filing and Contact Details

Filer

EIN
51-0193194
Phone
3182217676

Signing Officer

Name
Very Dunfey
Title
President
Signed
2014-12-10
Discuss with paid preparer
Yes

Preparer

Preparer
Neil Carlisle CPA
Phone
3188658600
Supplemental Narrative

Additional Explanations

Other Expenses.2

“PTA DUES $2515”

Other Expenses.3

“INSURANCE $280”

Other Expenses.4

“BANK CHARGES $110”

Raw XML Appendix171 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/PersonNm0NEIL CARLISLE
IRS990EZ/BooksInCareOfDetail/PhoneNum03188658600
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10910 PIERREMONT RD SUITE 351
IRS990EZ/BooksInCareOfDetail/USAddress/City0SHREVEPORT
IRS990EZ/BooksInCareOfDetail/USAddress/State0LA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode071106
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt011690
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt016574
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04884
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt011690
IRS990EZ/Form990TotalAssetsGrp/EOYAmt016574
IRS990EZ/FundraisingGrossIncomeAmt0105550
IRS990EZ/GrossReceiptsAmt0107672
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02122
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt011690
IRS990EZ/NetAssetsOrFundBalancesEOYAmt016574
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt016574
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt64.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt74.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MEREDITH HUNTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1VERA DUNFEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LANITA CLARK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOAN ANN COODY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MINDI BROUSSARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CHRISTINA KRUITHOF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CHRISTINA ROBERTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7BRENDA MCDONALD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8PATRICK ROBERTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt22ND VICE PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt41ST VICE PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt53RD VICE PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt64TH VICE PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7ADVISOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt85TH VICE PRES
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt02905
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PTA TO AID PARENTS,TEACHERS & STUDENTS
IRS990EZ/PrintingPublicationsPostageAmt07968
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE STUDENTS & TEACHERS SUPPORT NOT SUPPLIED BY PUBLIC SCHOOLS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt03665
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt091915
IRS990EZ/SpecialEventsNetIncomeLossAmt013635
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt010873
IRS990EZ/TotalProgramServiceExpensesAmt03665
IRS990EZ/TotalRevenueAmt015757
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0-13516
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt08638
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt015462
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt010584
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt076
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0138
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt048
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0262
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt010584
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0-13516
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt08638
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt015462
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt010584
IRS990ScheduleA/TotalSupportAmt010846
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt091915
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt066788
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt022611
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt016151
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0105550
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt066788
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt022611
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt016151
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0105550
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0OTHER EVENT
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0FALL FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt013635
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt013571
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt091915
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt059345
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt018999
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PTA DUES $2515
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INSURANCE $280
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BANK CHARGES $110
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.4
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0VERY DUNFEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-12-10
ReturnHeader/Filer/BusinessName/BusinessNameLine10HERNDON ELEMMIDDLE MAGNET PTSA
ReturnHeader/Filer/BusinessNameControlTxt0HERN
ReturnHeader/Filer/EIN0510193194
ReturnHeader/Filer/PhoneNum03182217676
ReturnHeader/Filer/USAddress/AddressLine1011845 GAMM ROAD
ReturnHeader/Filer/USAddress/City0BELCHER
ReturnHeader/Filer/USAddress/State0LA
ReturnHeader/Filer/USAddress/ZIPCode071004
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Hunter Carlisle & Associate LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10910 Pierremont Rd Ste 351
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Shreveport
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0LA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode071106
ReturnHeader/PreparerPersonGrp/PhoneNum03188658600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Neil Carlisle CPA
ReturnHeader/ReturnTs02014-12-05T08:48:45-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,574
Liabilities
-
Net assets
$16,574
Revenue
$15,757
Expenses
$10,873
Net income
$4,884
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.53$0.53$0.51$0.43$0.07
2024Detailed filing. Detailed filing data is available for this year.$0.46$0.54$0.37$0.71$0.34
2023Detailed filing. Detailed filing data is available for this year.$0.88$1.35$0.65$0.25$0.40
2021Detailed filing. Detailed filing data is available for this year.$0.25$0.25$0.26$0.21$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.21$0.21$0.74$0.66$0.08
2019Detailed filing. Detailed filing data is available for this year.$0.13$0.13$0.78$0.82$0.04
2018Summary only. Only limited summary data is available for this year.$0.16$0.00$0.29$0.39$0.10
2017Summary only. Only limited summary data is available for this year.$0.26$0.00$0.17$0.01$0.16
2016Summary only. Only limited summary data is available for this year.$0.10$0.00$0.01$0.04$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.14$0.14$0.03$0.06$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.17$0.17$0.16$0.11$0.05
2013Summary only. Only limited summary data is available for this year.$0.12$0.00$0.06$0.06$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.12$0.12$0.01$0.13$0.13