Civic Intelligence

Somerset Elementary School PTA Inc

990 • Fiscal year 2018 • EIN 52-6002008

Jul 01, 2017 to Jun 30, 2018 • Filed on May 14, 2019

Organization ProfileSOMERSETPTA.COM
5811 Warkwick PlaceChevy Chase, MD 20815

(850) 728-8199

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

45th percentile

1.3%

Higher net margin than 45% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

50th percentile

1.4%

Faster asset growth than 50% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

77th percentile

28%

Faster revenue growth than 77% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$301,372

Up $4,129 (+1.4%) from 2017

Net Assets

Up

$301,372

Up $4,129 (+1.4%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin45th percentile

Revenue

Up

$315,249

Up $68,070 (+28%) from 2017

Expenses

Up

$311,120

Up $43,919 (+16%) from 2017

Net Income

Up

$4,129

Up $24,151 (+121%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$600K$400K$200K$0Assets 2010: $293,195Liabilities 2010: $4,606Net Assets 2010: $288,5892010Assets 2011: $283,090Liabilities 2011: $5,5852011Assets 2012: $246,890Liabilities 2012: $6,367Net Assets 2012: $240,5232012Assets 2013: $265,240Liabilities 2013: $0Net Assets 2013: $265,2402013Assets 2014: $280,178Liabilities 2014: $0Net Assets 2014: $280,1782014Assets 2015: $342,898Liabilities 2015: $0Net Assets 2015: $342,8982015Assets 2016: $317,265Liabilities 2016: $0Net Assets 2016: $317,2652016Assets 2017: $297,243Liabilities 2017: $0Net Assets 2017: $297,2432017Assets 2018: $301,372Liabilities 2018: $0Net Assets 2018: $301,3722018Assets 2019: $331,823Liabilities 2019: $0Net Assets 2019: $331,8232019Assets 2020: $166,642Liabilities 2020: $0Net Assets 2020: $166,6422020Assets 2021: $286,835Liabilities 2021: $0Net Assets 2021: $286,8352021Assets 2022: $345,590Liabilities 2022: $0Net Assets 2022: $345,5902022Assets 2023: $389,854Liabilities 2023: $0Net Assets 2023: $389,8542023Assets 2024: $415,651Liabilities 2024: $0Net Assets 2024: $415,6512024Assets 2025: $389,333Liabilities 2025: $0Net Assets 2025: $389,3332025

Highlighted filing

2018

Assets$301,372
Liabilities$0
Net Assets$301,372
Open 2018 Filing

Operations Trend

Revenue Growth77th percentile

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

$400K$200K$0-$200KRevenue 2010: $171,336Expenses 2010: $285,872Net Income 2010: -$114,5362010Revenue 2011: $160,226Expenses 2011: $171,310Net Income 2011: -$11,0842011Revenue 2012: $163,617Expenses 2012: $200,599Net Income 2012: -$36,9822012Revenue 2013: $214,620Expenses 2013: $189,903Net Income 2013: $24,7172013Revenue 2014: $272,466Expenses 2014: $257,528Net Income 2014: $14,9382014Revenue 2015: $259,388Expenses 2015: $202,419Net Income 2015: $56,9692015Revenue 2016: $271,646Expenses 2016: $297,279Net Income 2016: -$25,6332016Revenue 2017: $247,179Expenses 2017: $267,201Net Income 2017: -$20,0222017Revenue 2018: $315,249Expenses 2018: $311,120Net Income 2018: $4,1292018Revenue 2019: $293,172Expenses 2019: $262,721Net Income 2019: $30,4512019Revenue 2020: $79,691Expenses 2020: $244,872Net Income 2020: -$165,1812020Revenue 2021: $193,322Expenses 2021: $73,129Net Income 2021: $120,1932021Revenue 2022: $291,042Expenses 2022: $232,287Net Income 2022: $58,7552022Revenue 2023: $270,021Expenses 2023: $225,757Net Income 2023: $44,2642023Revenue 2024: $309,710Expenses 2024: $283,913Net Income 2024: $25,7972024Revenue 2025: $285,888Expenses 2025: $312,206Net Income 2025: -$26,3182025

Highlighted filing

2018

Revenue$315,249
Expenses$311,120
Net Income$4,129
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 14, 2019
Return Version
2017v2.3
Gross Receipts
$349,146
Mission and Program Overview

Mission

Parent teacher association (pta) for montgomery public elementary school. The pta contributes to the students' enrichment during the academic year, and during the summer through camp summerset.

Parent teacher association (pta) for montgomery county public elementary school. The pta contributes to the students' enrichment during the academic year, and during the summer through camp summerset.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$207,368$210,691▲ $3,323
Savings and Temporary Cash Investments$84,825$85,631▲ $806
Prepaid Expenses and Deferred Charges$5,050$5,050→ $0
Total Assets$297,243$301,372▲ $4,129
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$297,243$301,372▲ $4,129
Total Net Assets Fund Balance$297,243$301,372▲ $4,129
Total Liabilities and Net Assets / Fund Balance$297,243$301,372▲ $4,129
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Inga BarryPresident
Janet FriedmanDirector
Lee MeddinDirector
Megan RoseDirector
Pam MurphyDirector
Elisabeth MossSecretary
Katherine ColemanSpecial Need Rep
Jon FranklinTreasurer
Gillian EdickVP Academic Support and Enrichment
Jon WiesenfelderVP Community Events
Jen ValeckVP Hospitality
Brian MccarthyVP of Fundraising
Revenue and Support

Revenue Composition

Contributions and Grants
$84,002
Program Service Revenue
$264,888
Investment Income
$256
Other Revenue
$-33,897
All Other Contributions
$15,284
Change in Net Assets
$4,129
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$156,640
Other Expenses$153,791
Grants and Similar Amounts Paid$689
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$145,423--$145,423
Fees for Services Other$46,477--$46,477
Occupancy$25,043--$25,043
Office Expenses-$12,432-$12,432
Payroll Taxes$11,217--$11,217
Fees for Services Accounting-$7,199-$7,199
Insurance-$2,406-$2,406
Other Expenses$58,456$1,524-$1,524
Grants to Domestic Individuals$689--$689
Advertising$254--$254
Total Functional Expenses$287,559$23,561$0$311,120
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$33,897
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
8k Race$39,019-$10,869-
Scholastic Book Fair$10,372-$10,744-
Total Events$60,503-$33,897$-33,897
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Membership is open, without discrimination, to anyone who believes in and supports the mission and purposes of the parent teachers association.”

Form 990, Part VI, Section A, Line 7A

“The officers and the board of directors are elected by membership.”

Form 990, Part VI, Section A, Line 7B

“The main governing decisions are approved by membership. The budget and bylaw changes are also approved by membership.”

Form 990, Part VI, Section B, Line 11B

“Explanation: review conducted electronically”

Form 990, Part VI, Section C, Line 19

“Explanation: provided upon request”

Filing and Contact Details

Filer

Filer Name
Somerset Elementary School Pta Inc
EIN
52-6002008
Phone
8507288199
Address
5811 WARKWICK PLACE, CHEVY CHASE, MD 20815

Signing Officer

Name
Jon Franklin
Title
Treasurer
Phone
8507288199
Signed
2019-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jon Franklin
Formed
1978
Legal Domicile
Md
Voting Board Members
12
Independent Board Members
12
Employees
44
Volunteers
0

Preparer

Firm
Councilor Buchanan & Mitchell Pc
Address
7910 WOODMONT AVE STE 500, BETHESDA, MD 20814
Preparer
Daniel L Weaver
Phone
3019860600
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Teachers: program service expenses 24,441. Management and general expenses 0. Fundraising expenses 0. Total expenses 24,441. Staff development: program service expenses 14,500. Management and general expenses 0. Fundraising expenses 0. Total expenses 14,500. Other fees: program service expenses 7,536. Management and general expenses 0. Fundraising expenses 0. Total expenses 7,536.”

Raw XML AppendixShowing 400 of 438 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
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PARENT TEACHER ASSOCIATION (PTA) FOR MONTGOMERY COUNTY PUBLIC ELEMENTARY SCHOOL. THE PTA CONTRIBUTES TO THE STUDENTS' ENRICHMENT DURING THE ACADEMIC YEAR, AND DURING THE SUMMER THROUGH CAMP SUMMERSET.
IRS990/AdvertisingGrp/ProgramServicesAmt0254
IRS990/AdvertisingGrp/TotalAmt0254
IRS990/AllOtherContributionsAmt015284
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0LILLYTH'S KEEPING
IRS990/BooksInCareOfDetail/PhoneNum05402506626
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01100 H STREET NW SUITE 910
IRS990/BooksInCareOfDetail/USAddress/CityNm0WASHINGTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0DC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd020005
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0207368
IRS990/CashNonInterestBearingGrp/EOYAmt0210691
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt060503
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt084002
IRS990/CYGrantsAndSimilarPaidAmt0689
IRS990/CYInvestmentIncomeAmt0256
IRS990/CYOtherExpensesAmt0153791
IRS990/CYOtherRevenueAmt0-33897
IRS990/CYProgramServiceRevenueAmt0264888
IRS990/CYRevenuesLessExpensesAmt04129
IRS990/CYSalariesCompEmpBnftPaidAmt0156640
IRS990/CYTotalExpensesAmt0311120
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0315249
IRS990/DecisionsSubjectToApprovaInd01
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0CAMP SUMMERSET - PROVIDES EDUCATIONAL, PHYSICAL AND SOCIAL ACTIVITES FOR APPROXIMATELY 450 STUDENTS IN A HEALTHY AND SAFE ENVIRONMENT.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt044
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0135736
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt07199
IRS990/FeesForServicesAccountingGrp/TotalAmt07199
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt046477
IRS990/FeesForServicesOtherGrp/TotalAmt046477
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt012.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt23.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt510.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/PersonNm0INGA BARRY
IRS990/Form990PartVIISectionAGrp/PersonNm1BRIAN MCCARTHY
IRS990/Form990PartVIISectionAGrp/PersonNm2GILLIAN EDICK
IRS990/Form990PartVIISectionAGrp/PersonNm3JON WIESENFELDER
IRS990/Form990PartVIISectionAGrp/PersonNm4JEN VALECK
IRS990/Form990PartVIISectionAGrp/PersonNm5JON FRANKLIN
IRS990/Form990PartVIISectionAGrp/PersonNm6ELISABETH MOSS
IRS990/Form990PartVIISectionAGrp/PersonNm7KATHERINE COLEMAN
IRS990/Form990PartVIISectionAGrp/PersonNm8MEGAN ROSE
IRS990/Form990PartVIISectionAGrp/PersonNm9PAM MURPHY
IRS990/Form990PartVIISectionAGrp/PersonNm10JANET FRIEDMAN
IRS990/Form990PartVIISectionAGrp/PersonNm11LEE MEDDIN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VP OF FUNDRAISING
IRS990/Form990PartVIISectionAGrp/TitleTxt2VP ACADEMIC SUPPORT AND ENRICHMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3VP COMMUNITY EVENTS
IRS990/Form990PartVIISectionAGrp/TitleTxt4VP HOSPITALITY
IRS990/Form990PartVIISectionAGrp/TitleTxt5TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt6SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt7SPECIAL NEED REP
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01978
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt060503
IRS990/FundraisingDirectExpensesAmt033897
IRS990/FundraisingGrossIncomeAmt00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantAmt0689
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0689
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0689
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0349146
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt02406
IRS990/InsuranceGrp/TotalAmt02406
IRS990/InvestmentIncomeGrp/ExclusionAmt0256
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0256
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MD
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt08215
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PARENT TEACHER ASSOCIATION (PTA) FOR MONTGOMERY PUBLIC ELEMENTARY SCHOOL. THE PTA CONTRIBUTES TO THE STUDENTS' ENRICHMENT DURING THE ACADEMIC YEAR, AND DURING THE SUMMER THROUGH CAMP SUMMERSET.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0297243
IRS990/NetAssetsOrFundBalancesEOYAmt0301372
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-33897
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-33897
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt025043
IRS990/OccupancyGrp/TotalAmt025043
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt012432
IRS990/OfficeExpensesGrp/TotalAmt012432
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0OTHER PROGRAM EXPENSES
IRS990/OtherExpensesGrp/Desc1DUES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01524
IRS990/OtherExpensesGrp/ProgramServicesAmt058456
IRS990/OtherExpensesGrp/TotalAmt058456
IRS990/OtherExpensesGrp/TotalAmt11524
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0145423
IRS990/OtherSalariesAndWagesGrp/TotalAmt0145423
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt011217
IRS990/PayrollTaxesGrp/TotalAmt011217
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt05050
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt05050
IRS990/PrincipalOfficerNm0JON FRANKLIN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611620
IRS990/ProgramServiceRevenueGrp/Desc0CAMP SUMMERSET
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0264888
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0264888
IRS990/ProgSrvcAccomActy2Grp/Desc0IN-SCHOOL ACADEMIC AND CULTURAL ENRICHMENT AND COMMUNITY EVENTS
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0137181
IRS990/ProgSrvcAccomActy3Grp/Desc0ALLOCATIONS TO STUDENTS, TEACHERS AND SCHOOL FOR SUPPLIES, AND OTHER ITEMS
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt014642
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt084788
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt038290
IRS990/PYInvestmentIncomeAmt0147
IRS990/PYOtherExpensesAmt0107767
IRS990/PYOtherRevenueAmt0-37251
IRS990/PYProgramServiceRevenueAmt0199495
IRS990/PYRevenuesLessExpensesAmt0-20022
IRS990/PYSalariesCompEmpBnftPaidAmt0121144
IRS990/PYTotalExpensesAmt0267201
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0247179
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt04129
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0264888
IRS990/SavingsAndTempCashInvstGrp/BOYAmt084825
IRS990/SavingsAndTempCashInvstGrp/EOYAmt085631
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt084002
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt084788
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt088679
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt095911
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt04704
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0358084
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0256
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0147
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0110
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0223
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0156
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0892
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0264888
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0199495
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0222171
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0221607
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0267636
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01175797
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0256
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0147
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0110
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0223
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0156
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0892
IRS990ScheduleA/InvestmentIncomeCYPct00.00060
IRS990ScheduleA/InvestmentIncomePYPct00.00070
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt055
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt0161
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt0233
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt0403
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0852
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99890
IRS990ScheduleA/PublicSupportPY509Pct00.99860
IRS990ScheduleA/PublicSupportTotal509Amt01533881
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0348890
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0284283
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0310850
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0317518
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0272340
IRS990ScheduleA/Total509Grp/TotalAmt01533881
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0349146
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0284485
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0311121
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0317974
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0272899
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01535625
IRS990/ScheduleBRequiredInd00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt060503
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt039019
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt010372
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt011112
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt033897
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm08K RACE
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SCHOLASTIC BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt039019
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt010372
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt011112
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt060503
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-33897
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt012284
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt033897
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt010869
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt010744
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt013
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEMBERSHIP IS OPEN, WITHOUT DISCRIMINATION, TO ANYONE WHO BELIEVES IN AND SUPPORTS THE MISSION AND PURPOSES OF THE PARENT TEACHERS ASSOCIATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE OFFICERS AND THE BOARD OF DIRECTORS ARE ELECTED BY MEMBERSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE MAIN GOVERNING DECISIONS ARE APPROVED BY MEMBERSHIP. THE BUDGET AND BYLAW CHANGES ARE ALSO APPROVED BY MEMBERSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EXPLANATION: REVIEW CONDUCTED ELECTRONICALLY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4EXPLANATION: PROVIDED UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TEACHERS: PROGRAM SERVICE EXPENSES 24,441. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 24,441. STAFF DEVELOPMENT: PROGRAM SERVICE EXPENSES 14,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,500. OTHER FEES: PROGRAM SERVICE EXPENSES 7,536. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,536.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0297243
IRS990/TotalAssetsEOYAmt0301372
IRS990/TotalAssetsGrp/BOYAmt0297243
IRS990/TotalAssetsGrp/EOYAmt0301372
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt084002
IRS990/TotalEmployeeCnt044
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt023561
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0287559
IRS990/TotalFunctionalExpensesGrp/TotalAmt0311120
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0297243
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0301372
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0287559
IRS990/TotalProgramServiceRevenueAmt0264888
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0-33641
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0264888
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0315249
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0297243
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0301372
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0297243
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0301372
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt05811 WARKWICK PLACE
IRS990/USAddress/CityNm0CHEVY CHASE
IRS990/USAddress/StateAbbreviationCd0MD
IRS990/USAddress/ZIPCd020815
IRS990/VotingMembersGoverningBodyCnt012

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$301,372
Liabilities
$0
Net assets
$301,372
Revenue
$315,249
Expenses
$311,120
Net income
$4,129
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.89$0.00$3.89$2.86$3.12$0.26
2024Detailed filing. Detailed filing data is available for this year.$4.16$0.00$4.16$3.10$2.84$0.26
2023Detailed filing. Detailed filing data is available for this year.$3.90$0.00$3.90$2.70$2.26$0.44
2022Detailed filing. Detailed filing data is available for this year.$3.46$0.00$3.46$2.91$2.32$0.59
2021Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$1.93$0.73$1.20
2020Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.80$2.45$1.65
2019Detailed filing. Detailed filing data is available for this year.$3.32$0.00$3.32$2.93$2.63$0.30
2018Detailed filing. Detailed filing data is available for this year.$3.01$0.00$3.01$3.15$3.11$0.04
2017Detailed filing. Detailed filing data is available for this year.$2.97$0.00$2.97$2.47$2.67$0.20
2016Detailed filing. Detailed filing data is available for this year.$3.17$0.00$3.17$2.72$2.97$0.26
2015Detailed filing. Detailed filing data is available for this year.$3.43$0.00$3.43$2.59$2.02$0.57
2014Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$2.72$2.58$0.15
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.65$0.00$2.65$2.15$1.90$0.25
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.47$0.06$2.41$1.64$2.01$0.37
2011Summary only. Only limited summary data is available for this year.$2.83$0.06$1.60$1.71$0.11
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.93$0.05$2.89$1.71$2.86$1.15