Civic Intelligence

Herndon Elementary School PTA

990EZ • Fiscal year 2019 • EIN 54-1219452

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 01, 2019

630 Dranesville RdHerndon, VA 20170

(703) 955-6863

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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

55th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

21st percentile

-13%

Higher net margin than 21% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

23rd percentile

-17%

Faster asset growth than 23% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

21st percentile

-24%

Faster revenue growth than 21% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$34,099

Down $6,923 (-17%) from 2018

Net Assets

Down

$34,099

Down $6,923 (-17%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$52,191

Down $16,453 (-24%) from 2018

Expenses

Up

$59,114

Up $628 (+1.1%) from 2018

Net Income

Down

-$6,923

Down $17,081 (-168%) from 2018

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: $26,981Liabilities 2011: $0Net Assets 2011: $26,9812011Assets 2012: $32,609Liabilities 2012: $0Net Assets 2012: $32,6092012Assets 2013: $36,532Liabilities 2013: $0Net Assets 2013: $36,5322013Assets 2014: $39,604Liabilities 2014: $0Net Assets 2014: $39,6042014Assets 2015: $16,395Liabilities 2015: $0Net Assets 2015: $16,3952015Assets 2016: $12,140Liabilities 2016: $0Net Assets 2016: $12,1402016Assets 2017: $30,602Liabilities 2017: $02017Assets 2018: $41,022Liabilities 2018: $0Net Assets 2018: $41,0222018Assets 2019: $34,099Liabilities 2019: $0Net Assets 2019: $34,0992019Assets 2020: $36,020Liabilities 2020: $0Net Assets 2020: $36,0202020Assets 2021: $36,873Liabilities 2021: $0Net Assets 2021: $36,8732021Assets 2022: $76,467Liabilities 2022: $0Net Assets 2022: $76,4672022Assets 2023: $64,462Liabilities 2023: $0Net Assets 2023: $64,4622023Assets 2024: $34,690Liabilities 2024: $0Net Assets 2024: $34,6902024Assets 2025: $26,907Liabilities 2025: $0Net Assets 2025: $26,9072025

Highlighted filing

2019

Assets$34,099
Liabilities$0
Net Assets$34,099

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $45,313Expenses 2011: $45,674Net Income 2011: -$3612011Revenue 2012: $49,278Expenses 2012: $43,650Net Income 2012: $5,6282012Expenses 2013: $41,7422013Revenue 2014: $68,480Expenses 2014: $65,410Net Income 2014: $3,0702014Revenue 2015: $46,677Expenses 2015: $69,886Net Income 2015: -$23,2092015Revenue 2016: $65,348Expenses 2016: $69,603Net Income 2016: -$4,2552016Revenue 2017: $43,808Expenses 2017: $48,576Net Income 2017: -$4,7682017Revenue 2018: $68,644Expenses 2018: $58,486Net Income 2018: $10,1582018Revenue 2019: $52,191Expenses 2019: $59,114Net Income 2019: -$6,9232019Revenue 2020: $39,431Expenses 2020: $37,510Net Income 2020: $1,9212020Revenue 2021: $18,615Expenses 2021: $17,762Net Income 2021: $8532021Revenue 2022: $70,556Expenses 2022: $33,277Net Income 2022: $37,2792022Revenue 2023: $40,084Expenses 2023: $16,575Net Income 2023: $23,5092023Revenue 2024: $10,331Expenses 2024: $40,023Net Income 2024: -$29,6922024Revenue 2025: $10,227Expenses 2025: $18,010Net Income 2025: -$7,7832025

Highlighted filing

2019

Revenue$52,191
Expenses$59,114
Net Income-$6,923
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 1, 2019
Return Version
2018v3.1
Gross Receipts
$68,187
Mission and Program Overview

Mission

The organization provides reading materials to improve students' reading skills. Provides educational programs to enhance academic development. Provides support for field trips, assemblies and after school activities.

Program Services

DescriptionGrantsExpenses
PROVIDE FINANCIAL SUPPORT FOR ENHANCED ACADEMIC EXPERIENCES, INCLUDING FIELD TRIPS, ASSEMBLIES, AND AFTER SCHOOL ACTIVITIES FOR BOTH STUDENTS AND THE ENTIRE COMMUNITY.$0$34,295
PROVIDE TEACHERS AND STUDENTS WITH ADDITIONAL EDUCATION PROGRAMS AND TECHNOLOGY, TO ENHANCE THEIR PROFESSIONAL AND ACADEMIC DEVELOPMENT.$0$5,366
PROVIDE READING MATERIALS TO IMPROVE READING SKILLS$0$1,856
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JANICE YOUNG-PEELEPresidentFT$0--
TIANA PAGESecretaryPT$0--
SARAH HOBSONTreasurerPT$0--
LISA TAGGARTVP MembershipPT$0--
ALYSIA TROIANOVP VolunteersPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Book Fair$17,130$17,130$10,937$6,193
WHOO'S READING FUNDRAISER$2,387$2,387$149$2,238
Total Events$29,573$29,573$15,017$14,556
Filing and Contact Details

Filer

Filer Name
Herndon Elementary Pta
EIN
54-1219452
Phone
7039556863
Address
630 DRANESVILLE RD, HERNDON, VA 20170

Signing Officer

Name
Tomoko Azuma
Title
Treasurer
Phone
7039556863
Signed
2019-11-01
Discuss with paid preparer
Yes

Preparer

Firm
Turner Leins & Gold LLC
Address
108 CENTER ST N 2ND FLOOR, VIENNA, VA 22180
Preparer
Christine Oldfield
Phone
7032426500
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 19.

Form 990-ez, Part I, Line 7 - Sales of Inventory

Income: gross receipts: 2,178. Returns and allowances: 0. Less cost of goods sold: 979. Gross profit: 1,199. Cost of goods sold: inventory at beginning of year: 0. Merchandise purchased: 0. Cost of labor: 0. Materials and supplies: 979. Other costs: 0. Inventory at end of year: 0. Cost of goods sold: 979.

Form 990-ez, Part I, Line 10 - Payments to Affiliates

Affiliate name: virginia pta. Amount of payment: 769. Total included on form 990-ez, line 10: 769.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: insurance. Amount: 525. Description: tax prep. Amount: 750. Description: enrichment. Amount: 27,878. Description: staff appreciation. Amount: 3,243. Description: program services. Amount: 24,571. Description: bank fee. Amount: 110. Total to form 990-ez, line 16: 57,077.

Raw XML Appendix221 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/PrimaryExemptPurposeTxt0THE ORGANIZATION PROVIDES READING MATERIALS TO IMPROVE STUDENTS' READING SKILLS. PROVIDES EDUCATIONAL PROGRAMS TO ENHANCE ACADEMIC DEVELOPMENT. PROVIDES SUPPORT FOR FIELD TRIPS, ASSEMBLIES AND AFTER SCHOOL ACTIVITIES.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PROVIDE FINANCIAL SUPPORT FOR ENHANCED ACADEMIC EXPERIENCES, INCLUDING FIELD TRIPS, ASSEMBLIES, AND AFTER SCHOOL ACTIVITIES FOR BOTH STUDENTS AND THE ENTIRE COMMUNITY.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 19.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INCOME: GROSS RECEIPTS: 2,178. RETURNS AND ALLOWANCES: 0. LESS COST OF GOODS SOLD: 979. GROSS PROFIT: 1,199. COST OF GOODS SOLD: INVENTORY AT BEGINNING OF YEAR: 0. MERCHANDISE PURCHASED: 0. COST OF LABOR: 0. MATERIALS AND SUPPLIES: 979. OTHER COSTS: 0. INVENTORY AT END OF YEAR: 0. COST OF GOODS SOLD: 979.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AFFILIATE NAME: VIRGINIA PTA. AMOUNT OF PAYMENT: 769. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 769.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: INSURANCE. AMOUNT: 525. DESCRIPTION: TAX PREP. AMOUNT: 750. DESCRIPTION: ENRICHMENT. AMOUNT: 27,878. DESCRIPTION: STAFF APPRECIATION. AMOUNT: 3,243. DESCRIPTION: PROGRAM SERVICES. AMOUNT: 24,571. DESCRIPTION: BANK FEE. AMOUNT: 110. TOTAL TO FORM 990-EZ, LINE 16: 57,077.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 7 - SALES OF INVENTORY
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TOMOKO AZUMA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07039556863
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HERNDON ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0HERN
ReturnHeader/Filer/EIN0541219452
ReturnHeader/Filer/PhoneNum07039556863
ReturnHeader/Filer/USAddress/AddressLine1Txt0630 DRANESVILLE RD
ReturnHeader/Filer/USAddress/CityNm0HERNDON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd020170
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0440715DAE7B93270691EE27FCCD84058A5614035
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.191.209.98
ReturnHeader/FilingSecurityInformation/IPDt02019-11-01
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm011:47:58
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0542024361
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TURNER LEINS & GOLD LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0108 CENTER ST N 2ND FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0VIENNA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd022180
ReturnHeader/PreparerPersonGrp/PhoneNum07032426500
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTINE OLDFIELD
ReturnHeader/ReturnTs02019-11-08T12:00:45-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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.$26.9$0.00$26.9$10.2$18.0$7.78
2024Detailed filing. Detailed filing data is available for this year.$34.7$0.00$34.7$10.3$40.0$29.7
2023Detailed filing. Detailed filing data is available for this year.$64.5$0.00$64.5$40.1$16.6$23.5
2022Detailed filing. Detailed filing data is available for this year.$76.5$0.00$76.5$70.6$33.3$37.3
2021Detailed filing. Detailed filing data is available for this year.$36.9$0.00$36.9$18.6$17.8$0.85
2020Detailed filing. Detailed filing data is available for this year.$36.0$0.00$36.0$39.4$37.5$1.92
2019Detailed filing. Detailed filing data is available for this year.$34.1$0.00$34.1$52.2$59.1$6.92
2018Detailed filing. Detailed filing data is available for this year.$41.0$0.00$41.0$68.6$58.5$10.2
2017Summary only. Only limited summary data is available for this year.$30.6$0.00$43.8$48.6$4.77
2016Detailed filing. Detailed filing data is available for this year.$12.1$0.00$12.1$65.3$69.6$4.26
2015Detailed filing. Detailed filing data is available for this year.$16.4$0.00$16.4$46.7$69.9$23.2
2014Detailed filing. Detailed filing data is available for this year.$39.6$0.00$39.6$68.5$65.4$3.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$36.5$0.00$36.5$41.7
2012Summary only. Only limited summary data is available for this year.$32.6$0.00$32.6$49.3$43.7$5.63
2011Summary only. Only limited summary data is available for this year.$27.0$0.00$27.0$45.3$45.7$0.36