Civic Intelligence

Virginia Congress of Parents and Teachers

990EZ • Fiscal year 2015 • EIN 52-1235244

Jul 01, 2014 to Jun 30, 2015 • Filed on Aug 25, 2015

Organization Profilewww.rcs.k12.va.us/pfes
6328 Merriman RdRoanoke, VA 24018

(540) 772-7590

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

18th percentile

-16%

Higher net margin than 18% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

15th percentile

-29%

Faster asset growth than 15% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

25th percentile

-18%

Faster revenue growth than 25% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$11,617

Down $4,813 (-29%) from 2014

Net Assets

$11,617

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin18th percentile

Revenue

Down

$29,381

Down $6,595 (-18%) from 2014

Expenses

Down

$34,194

Down $13,479 (-28%) from 2014

Net Income

Up

-$4,813

Up $6,884 (+59%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

$30K$20K$10K$0Assets 2012: $16,281Liabilities 2012: $02012Assets 2013: $28,127Liabilities 2013: $02013Assets 2014: $16,430Liabilities 2014: $02014Assets 2015: $11,617Liabilities 2015: $0Net Assets 2015: $11,6172015Assets 2016: $8,714Liabilities 2016: $0Net Assets 2016: $8,7142016Assets 2017: $12,523Liabilities 2017: $0Net Assets 2017: $12,5232017Assets 2018: $10,619Liabilities 2018: $0Net Assets 2018: $10,6192018

Highlighted filing

2015

Assets$11,617
Liabilities$0
Net Assets$11,617
Open 2015 Filing

Operations Trend

Revenue Growth25th percentile

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

$60K$40K$20K$0-$20KRevenue 2012: $38,076Expenses 2012: $38,234Net Income 2012: -$1582012Revenue 2013: $47,965Expenses 2013: $36,119Net Income 2013: $11,8462013Revenue 2014: $35,976Expenses 2014: $47,673Net Income 2014: -$11,6972014Revenue 2015: $29,381Expenses 2015: $34,194Net Income 2015: -$4,8132015Revenue 2016: $24,736Expenses 2016: $27,639Net Income 2016: -$2,9032016Revenue 2017: $25,356Expenses 2017: $21,547Net Income 2017: $3,8092017Revenue 2018: $17,821Expenses 2018: $19,727Net Income 2018: -$1,9062018

Highlighted filing

2015

Revenue$29,381
Expenses$34,194
Net Income-$4,813
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Aug 25, 2015
Return Version
2014v5.0
Gross Receipts
$45,843
Mission and Program Overview

Mission

School support and child advocacy

Program Services

DescriptionGrantsExpenses
IPAD CARTS, EQUIPMENT & TECHNOLOGY FOR CLASSROOMS$19,395-
STUDENT, ADMINISTRATIVE, ENRICHMENT AND SUPPORT PROGRAMS$8,044-
COPIER EXPENSES$4,077-
PLAYGROUND EXPENSE$1,371-
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REBECCA MUZZYPresidentPT$0--
ANDREA STEPKATreasurerPT$0--
EMILY SESLERSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run Fundraiser$17,602-$1,395-
Total Events$17,602-$1,395$-1,395
Filing and Contact Details

Filer

Filer Name
Penn Forest Elementary School Pta
EIN
52-1235244
Phone
5407727590
Address
6328 MERRIMAN RD, ROANOKE, VA 24018

Signing Officer

Name
Andrea Stepka
Title
Treasurer
Signed
2015-08-25
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $892”

Other Expenses.1012

“Insurance $179”

Other Expenses.1

“Equipment & technology $14395”

Other Expenses.2

“Classroom disbursement $5000”

Other Expenses.4

“PEP DAY EXPENSE $1983”

Other Expenses.5

“HELPING HANDS $1702”

Other Expenses.6

“PLAYGROUND EXPENSE $1371”

Other Expenses.7

“MEMBER EXPENSES $1267”

Other Expenses.8

“FIELD TRIPS $1000”

Other Expenses.9

“HOSPITALITY $591”

Other Expenses.10

“FIELD DAY $425”

Other Expenses.11

“HEALTH & SAFETY $340”

Other Expenses.12

“Fifth grade graduation $241”

Other Expenses.13

“PRESIDENT'S FUND $158”

Other Expenses.14

“MUSIC ENRICHMENT $150”

Other Expenses.15

“STEM PROGRAM $149”

Other Expenses.16

“After school enrichment $134”

Other Expenses.17

“County council-scholarship $100”

Raw XML Appendix181 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/USAddress/CityNm0ROANOKE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
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IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt016430
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IRS990EZ/ExcessOrDeficitForYearAmt0-4813
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IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
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IRS990EZ/InvestmentIncomeAmt09
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01645
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANDREA STEPKA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2EMILY SESLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt030077
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SCHOOL SUPPORT AND CHILD ADVOCACY
IRS990EZ/PrintingPublicationsPostageAmt04077
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENT, ADMINISTRATIVE, ENRICHMENT AND SUPPORT PROGRAMS
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2IPAD CARTS, EQUIPMENT & TECHNOLOGY FOR CLASSROOMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3COPIER EXPENSES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt08044
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt11371
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt219395
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt34077
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt016462
IRS990EZ/SpecialEventsNetIncomeLossAmt0-16462
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt034194
IRS990EZ/TotalProgramServiceExpensesAmt032887
IRS990EZ/TotalRevenueAmt029381
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0www.rcs.k12.va.us/pfes
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/AppointElectMajorityOfficerInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ExerciseDirectionPoliciesInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0546001576
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc0501(C)3
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt034194
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0PENN FOREST ELEMENTARY SCHOOL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt034194
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt017602
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt017602
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt01395
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUN RUN FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt017602
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt017602
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-1395
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01395
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01395
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $892
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $179
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EQUIPMENT & TECHNOLOGY $14395
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CLASSROOM DISBURSEMENT $5000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PEP DAY EXPENSE $1983
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5HELPING HANDS $1702
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PLAYGROUND EXPENSE $1371
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MEMBER EXPENSES $1267
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8FIELD TRIPS $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9HOSPITALITY $591
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10FIELD DAY $425
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11HEALTH & SAFETY $340
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12FIFTH GRADE GRADUATION $241
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13PRESIDENT'S FUND $158
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14MUSIC ENRICHMENT $150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15STEM PROGRAM $149
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16AFTER SCHOOL ENRICHMENT $134
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17COUNTY COUNCIL-SCHOLARSHIP $100
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Expenses.17
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ANDREA STEPKA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PENN FOREST ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0PENN
ReturnHeader/Filer/EIN0521235244
ReturnHeader/Filer/PhoneNum05407727590
ReturnHeader/Filer/USAddress/AddressLine1Txt06328 MERRIMAN RD
ReturnHeader/Filer/USAddress/CityNm0ROANOKE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd024018
ReturnHeader/ReturnTs02015-08-25T08:50:09-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,617
Liabilities
$0
Net assets
$11,617
Revenue
$29,381
Expenses
$34,194
Net income
-$4,813
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$10.6$0.00$10.6$17.8$19.7$1.91
2017Detailed filing. Detailed filing data is available for this year.$12.5$0.00$12.5$25.4$21.5$3.81
2016Detailed filing. Detailed filing data is available for this year.$8.71$0.00$8.71$24.7$27.6$2.90
2015Detailed filing. Detailed filing data is available for this year.$11.6$0.00$11.6$29.4$34.2$4.81
2014Summary only. Only limited summary data is available for this year.$16.4$0.00$36.0$47.7$11.7
2013Summary only. Only limited summary data is available for this year.$28.1$0.00$48.0$36.1$11.8
2012Summary only. Only limited summary data is available for this year.$16.3$0.00$38.1$38.2$0.16