Civic Intelligence

Chevy Chase Elementary School PTA Inc

990EZ • Fiscal year 2014 • EIN 52-6018860

Jul 01, 2013 to Jun 30, 2014 • Filed on Jan 31, 2015

4015 Rosemary Street20815

(301) 652-4456

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

9th percentile

-41%

Higher net margin than 9% 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

8th percentile

-50%

Faster asset growth than 8% of similar nonprofits.

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

Revenue Growth

55th percentile

5.1%

Faster revenue growth than 55% of similar nonprofits.

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

Assets

Down

$21,526

Down $21,872 (-50%) from 2013

Net Assets

Down

$21,526

Down $21,872 (-50%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$53,772

Up $2,594 (+5.1%) from 2013

Expenses

Up

$75,644

Up $11,533 (+18%) from 2013

Net Income

Down

-$21,872

Down $8,939 (-69%) from 2013

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2011: $62,785Liabilities 2011: $02011Assets 2012: $56,331Liabilities 2012: $02012Assets 2013: $43,398Net Assets 2013: $43,3982013Assets 2014: $21,526Net Assets 2014: $21,5262014Assets 2015: $32,374Net Assets 2015: $32,3742015Assets 2016: $33,254Net Assets 2016: $33,2542016Assets 2017: $42,740Net Assets 2017: $42,7402017Assets 2018: $42,224Net Assets 2018: $42,2242018Assets 2019: $45,642Net Assets 2019: $45,6422019Assets 2020: $34,155Net Assets 2020: $34,1552020Assets 2021: $22,453Net Assets 2021: $22,4532021

Highlighted filing

2014

Assets$21,526
Liabilities-
Net Assets$21,526

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $138,196Expenses 2011: $120,210Net Income 2011: $17,9862011Revenue 2012: $169,006Expenses 2012: $175,460Net Income 2012: -$6,4542012Revenue 2013: $51,178Expenses 2013: $64,111Net Income 2013: -$12,9332013Revenue 2014: $53,772Expenses 2014: $75,644Net Income 2014: -$21,8722014Revenue 2015: $75,682Expenses 2015: $64,834Net Income 2015: $10,8482015Revenue 2016: $75,534Expenses 2016: $74,654Net Income 2016: $8802016Revenue 2017: $74,523Expenses 2017: $65,037Net Income 2017: $9,4862017Revenue 2018: $69,686Expenses 2018: $70,202Net Income 2018: -$5162018Revenue 2019: $45,600Expenses 2019: $42,182Net Income 2019: $3,4182019Revenue 2020: $33,137Expenses 2020: $44,624Net Income 2020: -$11,4872020Revenue 2021: $16,460Expenses 2021: $28,162Net Income 2021: -$11,7022021

Highlighted filing

2014

Revenue$53,772
Expenses$75,644
Net Income-$21,872
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Jan 31, 2015
Return Version
2013v4.0
Gross Receipts
$55,908
Mission and Program Overview

Mission

Support for students at chevy chase elementary school

Program Services

DescriptionGrantsExpenses
EDUCATIONAL PROGRAMS INCLUDING AFTER-SCHOOL CLUBS AND HOMEWORK ASSISTANCE$1,259$31,373
SCHOOL ALLOWANCE FOR CLASSROOM ACTIVITIES, EDUCATIONAL EQUIPMENT, STAFF TRAINING, CULTURAL ARTS PERFORMANCES AND GENERAL MAINTENANCE AND SUPPORT FOR THE SCHOOL.$1,636$28,738
COMMUNITY AND SPIRIT BUILDING THROUGH SOCIAL EVENTS AND COMMUNITY OUTREACH-$13,760
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANDREA TAYLORPresidentPT$0--
ELIZABETH CAVANAGHPresident-ElPT$0--
LYNN KINGExecutive VPPT$0--
HEATHER CLESSURASExecutive VPPT$0--
SARAH GRANNISTreasurerPT$0--
MARIA CECILAss. TreasurPT$0--
KERRI GRAYSecretaryPT$0--
MARIA WOODSONVP Of MemberPT$0--
KAREN JACOBVP Of CommunPT$0--
MICHELLE DELLA SANTAVP FundraisiPT$0--
SONIA SUTERAss. VP FundPT$0--
ROSS WIENERVP Of McpsPT$0--
LIANA MONTEROFoundation LPT$0--
PAUL BASKENHighly GiftePT$0--
TRACI ZAMBOTTIMccpta RepPT$0--
Filing and Contact Details

Filer

EIN
52-6018860

Signing Officer

Name
Sarah Grannis
Title
Treasurer
Signed
2015-01-31

Preparer

Preparer
Brad L Mendelson CPA
Phone
3016560001
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses office 1,579 insurance 194 6th grade events 2,104 homework club 17,760 reading program 4,860 number worlds 2,784 poetry workshop 1,741 sceince readers 865 arts & culture 7,914 ccnn 42 classroom support 1,100 instruction/training 6,146 playground renovation 10,000 staff appreciation 1,900 fall fest 5,753 meetings & committees 1,761 pta socials 2,422 speakers and events 537 student socials 1,213 unity day 2,074 total 72,749

Raw XML Appendix184 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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CompensationExplanation/CompensationExplanationGrp/PersonNm2LYNN KING
CompensationExplanation/CompensationExplanationGrp/PersonNm3HEATHER CLESSURAS
CompensationExplanation/CompensationExplanationGrp/PersonNm4SARAH GRANNIS
CompensationExplanation/CompensationExplanationGrp/PersonNm5MARIA CECIL
CompensationExplanation/CompensationExplanationGrp/PersonNm6KERRI GRAY
CompensationExplanation/CompensationExplanationGrp/PersonNm7MARIA WOODSON
CompensationExplanation/CompensationExplanationGrp/PersonNm8KAREN JACOB
CompensationExplanation/CompensationExplanationGrp/PersonNm9MICHELLE DELLA SANTA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ANDREA TAYLOR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3EXECUTIVE VP
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5ASS. TREASUR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11VP OF MCPS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12FOUNDATION L
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13HIGHLY GIFTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt14MCCPTA REP
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt072749
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT FOR STUDENTS AT CHEVY CHASE ELEMENTARY SCHOOL
IRS990EZ/ProgramServiceRevenueAmt016852
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATIONAL PROGRAMS INCLUDING AFTER-SCHOOL CLUBS AND HOMEWORK ASSISTANCE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SCHOOL ALLOWANCE FOR CLASSROOM ACTIVITIES, EDUCATIONAL EQUIPMENT, STAFF TRAINING, CULTURAL ARTS PERFORMANCES AND GENERAL MAINTENANCE AND SUPPORT FOR THE SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2COMMUNITY AND SPIRIT BUILDING THROUGH SOCIAL EVENTS AND COMMUNITY OUTREACH
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01259
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt11636
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt031373
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt128738
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt213760
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SpecialEventsDirectExpensesAmt02136
IRS990EZ/SpecialEventsNetIncomeLossAmt06741
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IRS990EZ/TotalExpensesAmt075644
IRS990EZ/TotalProgramServiceExpensesAmt073871
IRS990EZ/TotalRevenueAmt053772
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/CertificationInd0X
IRS990ScheduleA/Contribution35ControlledInd0false
IRS990ScheduleA/ContributionControllerInd0false
IRS990ScheduleA/ContributionFamilyInd0false
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0526018860
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc02
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt073871
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10CHEVY CHASE ELEMENTARY SCHOOL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine20CHEVY CHASE ELEMENTARY SCHOOL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd0true
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt073871
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE 1,579 INSURANCE 194 6TH GRADE EVENTS 2,104 HOMEWORK CLUB 17,760 READING PROGRAM 4,860 NUMBER WORLDS 2,784 POETRY WORKSHOP 1,741 SCEINCE READERS 865 ARTS & CULTURE 7,914 CCNN 42 CLASSROOM SUPPORT 1,100 INSTRUCTION/TRAINING 6,146 PLAYGROUND RENOVATION 10,000 STAFF APPRECIATION 1,900 FALL FEST 5,753 MEETINGS & COMMITTEES 1,761 PTA SOCIALS 2,422 SPEAKERS AND EVENTS 537 STUDENT SOCIALS 1,213 UNITY DAY 2,074 TOTAL 72,749
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SARAH GRANNIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-01-31
ReturnHeader/Filer/BusinessName/BusinessNameLine10CHEVY CHASE ELEMENTARY
ReturnHeader/Filer/BusinessName/BusinessNameLine20SCHOOL PTA INC
ReturnHeader/Filer/BusinessNameControlTxt0CHEV
ReturnHeader/Filer/EIN0526018860
ReturnHeader/Filer/USAddress/AddressLine104015 ROSEMARY STREET
ReturnHeader/Filer/USAddress/City0CHEVY CHASE
ReturnHeader/Filer/USAddress/State0MD
ReturnHeader/Filer/USAddress/ZIPCode020815
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0520954153
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10MENDELSON & MENDELSON CPA'S A PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1012505 PARK POTOMAC AVE STE 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0POTOMAC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0208546805
ReturnHeader/PreparerPersonGrp/PhoneNum03016560001
ReturnHeader/PreparerPersonGrp/PreparationDt02015-01-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRAD L MENDELSON CPA
ReturnHeader/ReturnTs02015-01-30T12:03:39-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

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