Civic Intelligence

Charles Barrett PTA

EIN 54-1265923 • 501(c)3 • Alexandria, VA

Profile

Support teachers and students at charles barrett elementary school.

1115 Martha Custis DriveAlexandria, VA 22302

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

26th percentile

-16%

Higher net margin than 26% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

24th percentile

-35%

Faster asset growth than 24% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

43rd percentile

-8.7%

Faster revenue growth than 43% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$23,692

Down $12,848 (-35%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$23,692

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin26th percentile

Revenue

Down

$56,827

Down $5,408 (-8.7%) from 2024

Expenses

Down

$65,864

Down $8,024 (-11%) from 2024

Net Income

Up

-$9,037

Up $2,616 (+22%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth24th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2012: $18,326Liabilities 2012: $02012Assets 2013: $15,060Liabilities 2013: $02013Assets 2014: $24,298Liabilities 2014: $02014Assets 2015: $23,362Net Assets 2015: $23,3622015Assets 2016: $9,762Liabilities 2016: $02016Assets 2017: $17,656Liabilities 2017: $02017Assets 2018: $14,382Liabilities 2018: $02018Assets 2019: $18,365Liabilities 2019: $02019Assets 2020: $36,633Liabilities 2020: $02020Assets 2021: $33,607Net Assets 2021: $33,6072021Assets 2022: $27,461Net Assets 2022: $27,4612022Assets 2023: $44,385Liabilities 2023: $02023Assets 2024: $36,540Liabilities 2024: $02024Assets 2025: $23,692Net Assets 2025: $23,6922025

Highlighted filing

2025

Assets$23,692
Liabilities-
Net Assets$23,692
Open 2025 Filing

Operations Trend

Revenue Growth43rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2012: $73,294Expenses 2012: $75,716Net Income 2012: -$2,4222012Revenue 2013: $50,169Expenses 2013: $53,435Net Income 2013: -$3,2662013Revenue 2014: $58,889Expenses 2014: $49,586Net Income 2014: $9,3032014Revenue 2015: $85,656Expenses 2015: $90,288Net Income 2015: -$4,6322015Revenue 2016: $67,586Expenses 2016: $81,186Net Income 2016: -$13,6002016Revenue 2017: $61,853Expenses 2017: $54,896Net Income 2017: $6,9572017Revenue 2018: $72,965Expenses 2018: $70,410Net Income 2018: $2,5552018Revenue 2019: $95,413Expenses 2019: $95,673Net Income 2019: -$2602019Revenue 2020: $103,796Expenses 2020: $85,603Net Income 2020: $18,1932020Revenue 2021: $58,096Expenses 2021: $61,122Net Income 2021: -$3,0262021Revenue 2022: $48,073Expenses 2022: $54,351Net Income 2022: -$6,2782022Revenue 2023: $78,896Expenses 2023: $61,973Net Income 2023: $16,9232023Revenue 2024: $62,235Expenses 2024: $73,888Net Income 2024: -$11,6532024Revenue 2025: $56,827Expenses 2025: $65,864Net Income 2025: -$9,0372025

Highlighted filing

2025

Revenue$56,827
Expenses$65,864
Net Income-$9,037
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,692
Liabilities
-
Net assets
$23,692
Revenue
$56,827
Expenses
$65,864
Net income
-$9,037
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.24$0.24$0.57$0.66$0.09
2024Summary only. Only limited summary data is available for this year.$0.37$0.00$0.62$0.74$0.12
2023Summary only. Only limited summary data is available for this year.$0.44$0.00$0.79$0.62$0.17
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.27$0.27$0.48$0.54$0.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.34$0.34$0.58$0.61$0.03
2020Summary only. Only limited summary data is available for this year.$0.37$0.00$1.04$0.86$0.18
2019Summary only. Only limited summary data is available for this year.$0.18$0.00$0.95$0.96$0.00
2018Summary only. Only limited summary data is available for this year.$0.14$0.00$0.73$0.70$0.03
2017Summary only. Only limited summary data is available for this year.$0.18$0.00$0.62$0.55$0.07
2016Summary only. Only limited summary data is available for this year.$0.10$0.00$0.68$0.81$0.14
2015Detailed filing. Detailed filing data is available for this year.$0.23$0.23$0.86$0.90$0.05
2014Summary only. Only limited summary data is available for this year.$0.24$0.00$0.59$0.50$0.09
2013Summary only. Only limited summary data is available for this year.$0.15$0.00$0.50$0.53$0.03
2012Summary only. Only limited summary data is available for this year.$0.18$0.00$0.73$0.76$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 6, 2025
Return Version
2024v5.2
Gross Receipts
$73,309
Mission and Program Overview

Mission

Support teachers and students at charles barrett elementary school

Program Services

DescriptionGrantsExpenses
FINANCED STUDENT PROGRAMS WITH FIELD TRIPS, MENTORING, AND MATERIALS-$36,137
FINANCED CLASSROOM AND TEACHERS TECHNOLOGY NEEDS-$23,846
COMMUNITY EVENTS AS BOOK FAIR,TALENT SHOW,BAZAAR,WINTER HOLIDAY SHOP-$3,676
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KIMBERLY ANN TRACYPresidentPT$0--
JAMES DANIEL HILSONTreasurerPT$0--
JUSTIN DILORENZOVice PresidentPT$0--
Filing and Contact Details

Filer

Filer Name
Virginia Congress of Parents and Teachers
EIN
54-1265923
Phone
8704647455
Address
1115 MARTHA CUSTIS DRIVE, Alexandria, VA 22302

Signing Officer

Name
James D Hilson
Title
Treasurer
Phone
8704647455
Signed
2025-10-06
Discuss with paid preparer
No

Preparer

Firm
Hrb Tax Group Inc
Address
1301 MAIN ST STE 104E, KANSAS CITY, MO 64105
Preparer
Alicia Zito
Phone
8004725625
Supplemental Narrative

Additional Explanations

Part 1, Line16, Other Expenses - Student Support

“$36,137”

Part 1, Line 16, Other Expenses - Teachers/staff Support

“$23,846”

Part 1. Line 16, Other Expenses - Community Outreach

“$3,676”

Part 1, Line 16, Other Expenses - Membership

“$877”

Part 1. Line 16, Other Expenses - Administrative

“$1,328”

Raw XML Appendix162 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/PersonNm0JAMES D HILSON
IRS990EZ/BooksInCareOfDetail/PhoneNum05083148875
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03407 OLD DOMINION BOULEVARD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Alexandria
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd022305
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt036540
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt023692
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt029930
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-9037
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt036540
IRS990EZ/Form990TotalAssetsGrp/EOYAmt023692
IRS990EZ/FundraisingGrossIncomeAmt042976
IRS990EZ/GrossReceiptsAmt073309
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt07
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0396
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt036540
IRS990EZ/NetAssetsOrFundBalancesEOYAmt027503
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt036540
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt023692
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt012.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KIMBERLY ANN TRACY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JAMES DANIEL HILSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JUSTIN DILORENZO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt065864
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT TEACHERS AND STUDENTS AT CHARLES BARRETT ELEMENTARY SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FINANCED CLASSROOM AND TEACHERS TECHNOLOGY NEEDS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FINANCED STUDENT PROGRAMS WITH FIELD TRIPS, MENTORING, AND MATERIALS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2COMMUNITY EVENTS AS BOOK FAIR,TALENT SHOW,BAZAAR,WINTER HOLIDAY SHOP
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt023846
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt136137
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt23676
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt016482
IRS990EZ/SpecialEventsNetIncomeLossAmt026494
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt065864
IRS990EZ/TotalProgramServiceExpensesAmt063659
IRS990EZ/TotalRevenueAmt056827
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.CBPTA.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt029930
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt055882
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt059596
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt025545
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt023895
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0194848
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt07
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt013
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt013
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt015
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt021
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt069
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt042976
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt017381
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt027477
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt041044
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt043231
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0172109
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt07
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt013
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt013
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt015
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt021
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt069
IRS990ScheduleA/InvestmentIncomeCYPct00.00020
IRS990ScheduleA/InvestmentIncomePYPct00.00020
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99980
IRS990ScheduleA/PublicSupportPY509Pct00.99980
IRS990ScheduleA/PublicSupportTotal509Amt0366957
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt072906
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt073263
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt087073
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt066589
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt067126
IRS990ScheduleA/Total509Grp/TotalAmt0366957
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt072913
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt073276
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt087086
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt066604
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt067147
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0367026
IRS990ScheduleG/CharitableDistributionRqrInd0false
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborBingoInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborPullTabsInd0false
IRS990ScheduleG/GamingWithNonmembersInd0false
IRS990ScheduleG/LicensedInd0false
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0$36,137
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1$23,846
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2$3,676
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3$877
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4$1,328
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART 1, LINE16, OTHER EXPENSES - STUDENT SUPPORT
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART 1, LINE 16, OTHER EXPENSES - TEACHERS/STAFF SUPPORT
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART 1. LINE 16, OTHER EXPENSES - COMMUNITY OUTREACH
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART 1, LINE 16, OTHER EXPENSES - MEMBERSHIP
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART 1. LINE 16, OTHER EXPENSES - ADMINISTRATIVE
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES D HILSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08704647455
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0VIRGINIA CONGRESS OF PARENTS AND TEACHERS
ReturnHeader/Filer/BusinessNameControlTxt0VIRG
ReturnHeader/Filer/EIN0541265923
ReturnHeader/Filer/PhoneNum08704647455
ReturnHeader/Filer/USAddress/AddressLine1Txt01115 MARTHA CUSTIS DRIVE
ReturnHeader/Filer/USAddress/CityNm0Alexandria
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd022302
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431871840
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HRB TAX GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01301 MAIN ST STE 104E
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KANSAS CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd064105
ReturnHeader/PreparerPersonGrp/PhoneNum08004725625
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Alicia Zito
ReturnHeader/ReturnTs02025-10-07T19:16:34Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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