Civic Intelligence

Rock Creek Forest Elementary School PTA

990EZ • Fiscal year 2021 • EIN 52-6070655

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 15, 2021

8330 Grubb RoadChevy Chase, MD 20815

(301) 588-1881

Siviq Scores

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

Liabilities / Assets

64th percentile

0.01x

Higher debt load relative to assets than 64% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

73rd percentile

0.04x

Higher debt load relative to revenue than 73% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

11th percentile

-52%

Higher net margin than 11% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

24th percentile

-12%

Faster asset growth than 24% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

15th percentile

-54%

Faster revenue growth than 15% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$73,015

Down $9,606 (-12%) from 2020

Net Assets

Down

$72,215

Down $9,964 (-12%) from 2020

Liabilities

Flat

$800

Flat from 2020

Revenue

Down

$21,184

Down $24,430 (-54%) from 2020

Expenses

Up

$32,277

Up $4,027 (+14%) from 2020

Net Income

Down

-$11,093

Down $28,457 (-164%) from 2020

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2012: $66,991Net Assets 2012: $66,9912012Assets 2013: $79,044Net Assets 2013: $79,0442013Assets 2014: $71,698Net Assets 2014: $71,6982014Assets 2015: $67,788Net Assets 2015: $67,7882015Assets 2016: $58,541Net Assets 2016: $58,5412016Assets 2017: $44,681Net Assets 2017: $44,6812017Assets 2018: $48,985Net Assets 2018: $48,9852018Assets 2019: $60,454Liabilities 2019: $2,770Net Assets 2019: $57,6842019Assets 2020: $82,621Liabilities 2020: $800Net Assets 2020: $82,1792020Assets 2021: $73,015Liabilities 2021: $800Net Assets 2021: $72,2152021Assets 2022: $78,915Liabilities 2022: $2,242Net Assets 2022: $76,6732022Assets 2023: $54,760Liabilities 2023: $650Net Assets 2023: $54,1102023Assets 2024: $42,040Liabilities 2024: $0Net Assets 2024: $42,0402024Assets 2025: $23,696Liabilities 2025: $0Net Assets 2025: $23,6962025

Highlighted filing

2021

Assets$73,015
Liabilities$800
Net Assets$72,215

Operations Trend

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

$100K$50K$0-$50KRevenue 2012: $37,755Expenses 2012: $36,746Net Income 2012: $1,0092012Revenue 2013: $40,877Expenses 2013: $28,824Net Income 2013: $12,0532013Revenue 2014: $30,533Expenses 2014: $37,879Net Income 2014: -$7,3462014Revenue 2015: $59,163Expenses 2015: $63,073Net Income 2015: -$3,9102015Revenue 2016: $47,913Expenses 2016: $57,160Net Income 2016: -$9,2472016Revenue 2017: $66,681Expenses 2017: $80,541Net Income 2017: -$13,8602017Revenue 2018: $52,048Expenses 2018: $47,744Net Income 2018: $4,3042018Revenue 2019: $52,302Expenses 2019: $31,899Net Income 2019: $20,4032019Revenue 2020: $45,614Expenses 2020: $28,250Net Income 2020: $17,3642020Revenue 2021: $21,184Expenses 2021: $32,277Net Income 2021: -$11,0932021Revenue 2022: $38,624Expenses 2022: $33,715Net Income 2022: $4,9092022Revenue 2023: $27,777Expenses 2023: $49,690Net Income 2023: -$21,9132023Revenue 2024: $37,862Expenses 2024: $51,323Net Income 2024: -$13,4612024Revenue 2025: $67,960Expenses 2025: $86,304Net Income 2025: -$18,3442025

Highlighted filing

2021

Revenue$21,184
Expenses$32,277
Net Income-$11,093
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 15, 2021
Return Version
2020v4.0
Gross Receipts
$29,303
Mission and Program Overview

Mission

School support and educational enhancements

Program Services

DescriptionGrantsExpenses
SCHOOL SUPPORT COMMUNITY/PARENTS SCHOOL PROGRAMS, ENHANCEMENTS FOR MEDIA CENTER AND SCHOOL RESOURCES-$29,724
STUDENT SUPPORT ENRICHEMENT AND EDUCATIONAL ENHANCEMENTS-$2,553
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEFANIE HENNESPresidentPT$0--
MEGAN PRATZExecutive VPPT$0--
MOLLY LAVOIECp FundraisiPT$0--
MIKE SURRUSCOVP MembershiPT$0--
MARIA BYRDVP OutreachPT$0--
ANNA CARRIONTreasurerPT$0--
VICTORIA HOUGHAMRecording SePT$0--
TRICIA CASTELLACorrespondinPT$0--
NICOLE VERDUNB-Cc ClusterPT$0--
MEGAN BARBEROB-Cc ClusterPT$0--
KEVIN STURTEVANTMccpta RepPT$0--
EMILY STRUNKMccpta RepPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Read-a-thon$15,189$15,189-$15,189
Auction$7,706$7,706$170$7,536
Total Events$22,895$22,895$170$22,725
Filing and Contact Details

Filer

Filer Name
Rock Creek Forest Elementary
EIN
52-6070655
Phone
3015881881
Address
8330 GRUBB ROAD, CHEVY CHASE, MD 20815

Signing Officer

Name
Stefanie Hennes
Title
President
Phone
3015881881
Signed
2021-10-15
Discuss with paid preparer
Yes

Preparer

Firm
Deleon & Stang Cpas and Advisors
Address
100 LAKEFOREST BLVD STE 650, GAITHERSBURG, MD 20877-2609
Preparer
Ryan Crabbs CPA
Phone
3019489825
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses enrichment 2,553 school support 18,453 staff appreciation 3,195 supplies 6,374 teacher grants 2,105 school administration sup 47 holiday drive -450 total 32,277

Form 990-ez, Part I, Line 20

Prior period adjustments 1,487

Form 990-ez, Part II, Line 26

ACCRUED LIABILTY 800 800

Raw XML Appendix224 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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CompensationExplanation/CompensationExplanationGrp/PersonNm3MIKE SURRUSCO
CompensationExplanation/CompensationExplanationGrp/PersonNm4MARIA BYRD
CompensationExplanation/CompensationExplanationGrp/PersonNm5ANNA CARRION
CompensationExplanation/CompensationExplanationGrp/PersonNm6VICTORIA HOUGHAM
CompensationExplanation/CompensationExplanationGrp/PersonNm7TRICIA CASTELLA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1EXECUTIVE VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CP FUNDRAISI
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt01487
IRS990EZ/OtherExpensesTotalAmt032277
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IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SCHOOL SUPPORT AND EDUCATIONAL ENHANCEMENTS
IRS990EZ/ProgramServiceRevenueAmt01553
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02553
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt129724
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0646
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04728
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02810
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt04988
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IRS990ScheduleC/DirectContactLegislatorsInd0false
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt07706
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt07706
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ENRICHMENT 2,553 SCHOOL SUPPORT 18,453 STAFF APPRECIATION 3,195 SUPPLIES 6,374 TEACHER GRANTS 2,105 SCHOOL ADMINISTRATION SUP 47 HOLIDAY DRIVE -450 TOTAL 32,277
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PRIOR PERIOD ADJUSTMENTS 1,487
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCRUED LIABILTY 800 800
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEFANIE HENNES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03015881881
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROCK CREEK FOREST ELEMENTARY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0ROCK
ReturnHeader/Filer/EIN0526070655
ReturnHeader/Filer/PhoneNum03015881881
ReturnHeader/Filer/USAddress/AddressLine1Txt08330 GRUBB ROAD
ReturnHeader/Filer/USAddress/CityNm0CHEVY CHASE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd020815
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0521373858
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DELEON & STANG CPAS AND ADVISORS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 LAKEFOREST BLVD STE 650
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GAITHERSBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0208772609
ReturnHeader/PreparerPersonGrp/PhoneNum03019489825
ReturnHeader/PreparerPersonGrp/PreparationDt02021-10-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RYAN CRABBS CPA
ReturnHeader/ReturnTs02021-10-25T15:38:08-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STEFANIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HENNES
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$23.7$0.00$23.7$68.0$86.3$18.3
2024Detailed filing. Detailed filing data is available for this year.$42.0$0.00$42.0$37.9$51.3$13.5
2023Detailed filing. Detailed filing data is available for this year.$54.8$0.65$54.1$27.8$49.7$21.9
2022Detailed filing. Detailed filing data is available for this year.$78.9$2.24$76.7$38.6$33.7$4.91
2021Detailed filing. Detailed filing data is available for this year.$73.0$0.80$72.2$21.2$32.3$11.1
2020Detailed filing. Detailed filing data is available for this year.$82.6$0.80$82.2$45.6$28.3$17.4
2019Detailed filing. Detailed filing data is available for this year.$60.5$2.77$57.7$52.3$31.9$20.4
2018Detailed filing. Detailed filing data is available for this year.$49.0$49.0$52.0$47.7$4.30
2017Detailed filing. Detailed filing data is available for this year.$44.7$44.7$66.7$80.5$13.9
2016Detailed filing. Detailed filing data is available for this year.$58.5$58.5$47.9$57.2$9.25
2015Detailed filing. Detailed filing data is available for this year.$67.8$67.8$59.2$63.1$3.91
2014Detailed filing. Detailed filing data is available for this year.$71.7$71.7$30.5$37.9$7.35
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$79.0$79.0$40.9$28.8$12.1
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$67.0$67.0$37.8$36.7$1.01