Civic Intelligence

Westbrook Elementary School PTA Inc

990EZ • Fiscal year 2015 • EIN 52-1308163

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

Organization ProfileN/A
5110 Allan TerraceBethesda, MD 20816

(301) 356-2505

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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

19th percentile

-15%

Higher net margin than 19% 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

20th percentile

-21%

Faster asset growth than 20% of similar nonprofits.

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

Revenue Growth

27th percentile

-16%

Faster revenue growth than 27% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$49,478

Down $12,964 (-21%) from 2014

Net Assets

Down

$49,478

Down $12,964 (-21%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin19th percentile

Revenue

Down

$89,295

Down $16,947 (-16%) from 2014

Expenses

Down

$102,259

Down $13,795 (-12%) from 2014

Net Income

Down

-$12,964

Down $3,152 (-32%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$100K$50K$0Assets 2012: $71,068Liabilities 2012: $02012Assets 2013: $75,797Liabilities 2013: $02013Assets 2014: $62,442Net Assets 2014: $62,4422014Assets 2015: $49,478Net Assets 2015: $49,4782015Assets 2016: $51,889Net Assets 2016: $51,8892016Assets 2017: $14,380Net Assets 2017: $14,3802017Assets 2018: $42,638Net Assets 2018: $42,6382018Assets 2019: $64,205Net Assets 2019: $64,2052019Assets 2020: $64,935Net Assets 2020: $64,9352020Assets 2021: $39,260Liabilities 2021: $02021Assets 2022: $18,045Net Assets 2022: $18,0452022Assets 2023: $58,185Liabilities 2023: $0Net Assets 2023: $58,1852023Assets 2024: $86,702Liabilities 2024: $0Net Assets 2024: $86,7022024Assets 2025: $60,133Liabilities 2025: $0Net Assets 2025: $60,1332025

Highlighted filing

2015

Assets$49,478
Liabilities-
Net Assets$49,478
Open 2015 Filing

Operations Trend

Revenue Growth27th percentile

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

$150K$100K$50K$0-$50KRevenue 2012: $87,259Expenses 2012: $80,228Net Income 2012: $7,0312012Revenue 2013: $92,837Expenses 2013: $88,108Net Income 2013: $4,7292013Revenue 2014: $106,242Expenses 2014: $116,054Net Income 2014: -$9,8122014Revenue 2015: $89,295Expenses 2015: $102,259Net Income 2015: -$12,9642015Revenue 2016: $86,500Expenses 2016: $84,853Net Income 2016: $1,6472016Revenue 2017: $64,844Expenses 2017: $101,787Net Income 2017: -$36,9432017Revenue 2018: $95,131Expenses 2018: $66,851Net Income 2018: $28,2802018Revenue 2019: $61,305Expenses 2019: $39,738Net Income 2019: $21,5672019Revenue 2020: $53,999Expenses 2020: $54,121Net Income 2020: -$1222020Revenue 2021: $15,916Expenses 2021: $41,591Net Income 2021: -$25,6752021Revenue 2022: $51,086Expenses 2022: $72,599Net Income 2022: -$21,5132022Revenue 2023: $119,063Expenses 2023: $78,923Net Income 2023: $40,1402023Revenue 2024: $127,072Expenses 2024: $98,555Net Income 2024: $28,5172024Revenue 2025: $115,590Expenses 2025: $142,159Net Income 2025: -$26,5692025

Highlighted filing

2015

Revenue$89,295
Expenses$102,259
Net Income-$12,964
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Sep 25, 2015
Return Version
2014v5.0
Gross Receipts
$130,196
Mission and Program Overview

Mission

To promote through an advocacy and educational program directed toward parents, teachers and the general public and to support school activities for students' development in areas of social, emotional and intellectual growth.

See statement 4

Program Services

DescriptionGrantsExpenses
ACADEMIC, SCHOOL, CULTURAL ARTS AND EXTRACURRICULAR ACTIVITIES.-$143,160
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LEYLA KENNYCo- President-$0--
ORLY ISAACSONCo-President-$0--
JESSE NICKELSONCo-Vice President-$0--
SUSAN HIGGINSTreasurer-$0--
ERIKA NEWELLSecretary-$0--
ED VALADOAsst Treasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Special Events$63,401$63,401-$63,401
Total Events$63,401$63,401-$63,401
Filing and Contact Details

Filer

Filer Name
Westbrook Elementary School PTA
EIN
52-1308163
Phone
3013562505
Address
5110 Allan Terrace, Bethesda, MD 20816

Signing Officer

Name
Susan Higgins
Title
Treasurer
Phone
3013562505
Signed
2015-09-25
Discuss with paid preparer
Yes

Preparer

Firm
Paramount Accounting Solutions Inc
Address
2211 Aventurine Way, Silver Spring, MD 20904-5253
Preparer
John C Mcnamara CPA
Phone
2406767874
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“66000 program expenses 81386. 67000 academic enrichment 0. 68000 other expenses 20114.”

Raw XML Appendix153 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/PersonNm0SUSAN HIGGINS
IRS990EZ/BooksInCareOfDetail/PhoneNum02022360633
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05015 Malden Drive
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Bethesda
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MD
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd020816
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt062442
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt047903
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IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-12964
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0759
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt063601
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0130196
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt09
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt066586
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt062442
IRS990EZ/NetAssetsOrFundBalancesEOYAmt049478
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt062442
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt049478
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LEYLA KENNY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ORLY ISAACSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JESSE NICKELSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SUSAN HIGGINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ERIKA NEWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ED VALADO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Co- President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Co-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Co-Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Asst Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01575
IRS990EZ/OtherExpensesTotalAmt0101500
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0See statement 4
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ACADEMIC, SCHOOL, CULTURAL ARTS AND EXTRACURRICULAR ACTIVITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0143160
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt040901
IRS990EZ/SpecialEventsNetIncomeLossAmt022700
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0102259
IRS990EZ/TotalProgramServiceExpensesAmt0143160
IRS990EZ/TotalRevenueAmt089295
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt066670
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt062421
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt027884
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0156975
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt049
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0242
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0291
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0107868
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0102599
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0151942
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0362409
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt049
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0242
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0291
IRS990ScheduleA/InvestmentIncomeCYPct00.00060
IRS990ScheduleA/InvestmentIncomePYPct00.00070
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.99940
IRS990ScheduleA/PublicSupportPY509Pct00.99930
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0519384
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0174538
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0165020
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0179826
IRS990ScheduleA/Total509Grp/TotalAmt0519384
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0519675
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Special Events
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt063401
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt063401
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt063401
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt063401
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt063401
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt066000 PROGRAM EXPENSES 81386. 67000 ACADEMIC ENRICHMENT 0. 68000 OTHER EXPENSES 20114.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN HIGGINS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03013562505
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-09-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Westbrook Elementary School PTA
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0521308163
ReturnHeader/Filer/PhoneNum03013562505
ReturnHeader/Filer/USAddress/AddressLine1Txt05110 Allan Terrace
ReturnHeader/Filer/USAddress/CityNm0Bethesda
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd020816
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Paramount Accounting Solutions Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02211 Aventurine Way
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Silver Spring
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0209045253
ReturnHeader/PreparerPersonGrp/PhoneNum02406767874
ReturnHeader/PreparerPersonGrp/PreparationDt02015-10-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN C MCNAMARA CPA
ReturnHeader/ReturnTs02015-10-04T06:04:40-07:00
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
$49,478
Liabilities
-
Net assets
$49,478
Revenue
$89,295
Expenses
$102,259
Net income
-$12,964
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$1.16$1.42$0.27
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.87$0.00$0.87$1.27$0.99$0.29
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.58$0.00$0.58$1.19$0.79$0.40
2022Detailed filing. Detailed filing data is available for this year.$0.18$0.18$0.51$0.73$0.22
2021Summary only. Only limited summary data is available for this year.$0.39$0.00$0.16$0.42$0.26
2020Detailed filing. Detailed filing data is available for this year.$0.65$0.65$0.54$0.54$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.64$0.64$0.61$0.40$0.22
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.43$0.43$0.95$0.67$0.28
2017Detailed filing. Detailed filing data is available for this year.$0.14$0.14$0.65$1.02$0.37
2016Detailed filing. Detailed filing data is available for this year.$0.52$0.52$0.87$0.85$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.49$0.49$0.89$1.02$0.13
2014Detailed filing. Detailed filing data is available for this year.$0.62$0.62$1.06$1.16$0.10
2013Summary only. Only limited summary data is available for this year.$0.76$0.00$0.93$0.88$0.05
2012Summary only. Only limited summary data is available for this year.$0.71$0.00$0.87$0.80$0.07