Civic Intelligence

Virginia Congress of Parents and Teachers

990EZ • Fiscal year 2024 • EIN 54-1686708

Jul 01, 2023 to Jun 30, 2024 • Filed on Jul 31, 2024

14 Shackelford Well RdFredericksburg, VA 22406

(757) 876-0094

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$25,425

Down $2,936 (-10%) from 2023

Net Assets

Down

$25,425

Down $2,936 (-10%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses

Revenue

Up

$59,239

Up $4,244 (+7.7%) from 2023

Expenses

Up

$62,175

Up $1,741 (+2.9%) from 2023

Net Income

Up

-$2,936

Up $2,503 (+46%) from 2023

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2012: $2,734Liabilities 2012: $02012Assets 2013: $2,295Liabilities 2013: $02013Assets 2014: $6,023Liabilities 2014: $02014Assets 2023: $28,361Liabilities 2023: $0Net Assets 2023: $28,3612023Assets 2024: $25,425Liabilities 2024: $0Net Assets 2024: $25,4252024Assets 2025: $30,413Net Assets 2025: $30,4132025

Highlighted filing

2024

Assets$25,425
Liabilities$0
Net Assets$25,425

Operations Trend

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

$80K$60K$40K$20K$0-$20KRevenue 2012: $2,039Expenses 2012: $6,853Net Income 2012: -$4,8142012Revenue 2013: $11,574Expenses 2013: $12,013Net Income 2013: -$4392013Revenue 2014: $19,736Expenses 2014: $16,008Net Income 2014: $3,7282014Revenue 2023: $54,995Expenses 2023: $60,434Net Income 2023: -$5,4392023Revenue 2024: $59,239Expenses 2024: $62,175Net Income 2024: -$2,9362024Revenue 2025: $61,820Expenses 2025: $56,832Net Income 2025: $4,9882025

Highlighted filing

2024

Revenue$59,239
Expenses$62,175
Net Income-$2,936
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Jul 31, 2024
Return Version
2023v5.1
Gross Receipts
$59,239
Mission and Program Overview

Mission

To make every childs potential a reality by engaging and empowering families and communities to advocate for all children

Program Services

DescriptionGrantsExpenses
SEE SCHEDULE O$0$16,131
FIELD TRIPS, PROVIDE UP TO 610 STUDENTS WITH CLASS FIELD TRIP EXPENSES, UP TO $20 EACH. THIS ALLOWED STUDENTS TO PARTICIPATE IN FIELD TRIPS AT LITTLE TO NO COST. HES ACTIVITIES, PROVIDE STAFF, PTA, AND SCHOOL RESOURCES TO AFFORD ACTIVITIES AND EQUIPMENT THROUGHOUT THE YEAR. THIS YEAR STEAM ACTIVITIES WERE PROVIDED, VETERANS WERE APPRECIATED, MATERIALS FOR HOMELESS AND SENIORS WERE SUPPORTED. PROVIDE UP TO 610 STUDENTS WITH ASSISTANCE TEACHER GRANTS AND DISCRETIONARY FUND, PROVIDE TEACHERS WITH AN OPPORTUNITY FOR GRANTS FOR SUPPLIES AND OTHER MATERIALS IN THE CLASSROOM. DISCRETIONARY FUND ASSISTS UP TO 41 PEOPLE WITH RESOURCES TO EDUCATE FOR HOMEROOM AND SPECIAL EDUCATION. BENEFITS THE ENTIRE SCHOOL--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIE CARDELLOPresidentPT$0--
AMANDA NEALVice PresidentPT$0--
THERESE COOPER-PEDERSENTreasurerPT$0--
JACKIE BOTTOMSSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Hartwood Elementary Pta
EIN
54-1686708
Phone
7578760094
Address
14 SHACKELFORD WELL RD, FREDERICKSBURG, VA 22406

Signing Officer

Name
Therese Cooper-pedersen
Title
Treasurer
Phone
7578760094
Signed
2024-07-31

Preparer

Firm
Berezan Consulting LLC
Address
361 Southwest Dr Ste 734, Jonesboro, AR 72401
Preparer
Nathan Berezan
Phone
5409070105
Supplemental Narrative

Additional Explanations

Pt III, Line 31

Field trips, provide up to 610 students with class field trip expenses, up to $20 each. This allowed students to participate in field trips at little to no cost.

Pt III, Line 31

Hes activities, provide staff, pta, and school resources to afford activities and equipment throughout the year. This year steam activities were provided, veterans were appreciated, materials for homeless and seniors were supported. Provide up to 610 students with assistance teacher grants and discretionary fund, provide teachers with an opportunity for grants for supplies and other materials in the classroom. Discretionary fund assists up to 41 people with resources to educate for homeroom and special education. Benefits the entire school

Form 990EZ, Part I, Line 8

INTEREST INCOME 11.

Form 990EZ, Part I, Line 16

Fifth grade activities 2222.

Form 990EZ, Part I, Line 16

HES ACTIVITIES 9709.

Form 990EZ, Part I, Line 16

INSURANCE 170.

Form 990EZ, Part I, Line 16

OPERATING EXPENSE 810.

Form 990EZ, Part I, Line 16

FUN RUN EXPENSE 19866.

Form 990EZ, Part I, Line 16

Student enrichment expense 276.

Form 990EZ, Part I, Line 16

OPEN HOUSE 1016.

Form 990EZ, Part I, Line 16

OTHER EXPENSE 200.

Form 990EZ, Part I, Line 16

PLAYGROUND 11013.

Form 990EZ, Part I, Line 16

DUES 761.

Form 990EZ, Part I, Line 16

PRINCIPAL FUND 1762.

Form 990EZ, Part I, Line 16

OPEN HOUSE SHIRTS 1107.

Form 990EZ, Part I, Line 16

Teacher/staff appreciation 1335.

Form 990EZ, Part I, Line 16

Bus driver appreciation 348.

Form 990EZ, Part I, Line 16

TEACHER GRANTS 4893.

Form 990EZ, Part I, Line 16

TEACHER FUND 2367.

Form 990EZ, Part I, Line 16

BINGO EXPENSE 1730.

Form 990EZ, Part I, Line 16

TRUNK OR TREAT 553.

Form 990EZ, Part I, Line 16

Military appreciation 801.

Form 990EZ, Part I, Line 16

FIELD DAY 392.

Form 990EZ, Part I, Line 16

EVENTS 844.

Raw XML Appendix200 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/OfficerDirectorTrusteeEmplGrp/PersonNm0JULIE CARDELLO
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2THERESE COOPER-PEDERSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JACKIE BOTTOMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
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IRS990EZ/OtherExpensesTotalAmt062175
IRS990EZ/OtherRevenueTotalAmt011
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
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IRS990EZ/PrimaryExemptPurposeTxt0TO MAKE EVERY CHILDS POTENTIAL A REALITY BY ENGAGING AND EMPOWERING FAMILIES AND COMMUNITIES TO ADVOCATE FOR ALL CHILDREN
IRS990EZ/ProgramServiceRevenueAmt058127
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FIELD TRIPS, PROVIDE UP TO 610 STUDENTS WITH CLASS FIELD TRIP EXPENSES, UP TO $20 EACH. THIS ALLOWED STUDENTS TO PARTICIPATE IN FIELD TRIPS AT LITTLE TO NO COST. HES ACTIVITIES, PROVIDE STAFF, PTA, AND SCHOOL RESOURCES TO AFFORD ACTIVITIES AND EQUIPMENT THROUGHOUT THE YEAR. THIS YEAR STEAM ACTIVITIES WERE PROVIDED, VETERANS WERE APPRECIATED, MATERIALS FOR HOMELESS AND SENIORS WERE SUPPORTED. PROVIDE UP TO 610 STUDENTS WITH ASSISTANCE TEACHER GRANTS AND DISCRETIONARY FUND, PROVIDE TEACHERS WITH AN OPPORTUNITY FOR GRANTS FOR SUPPLIES AND OTHER MATERIALS IN THE CLASSROOM. DISCRETIONARY FUND ASSISTS UP TO 41 PEOPLE WITH RESOURCES TO EDUCATE FOR HOMEROOM AND SPECIAL EDUCATION. BENEFITS THE ENTIRE SCHOOL
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IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FIELD TRIPS, PROVIDE UP TO 610 STUDENTS WITH CLASS FIELD TRIP EXPENSES, UP TO $20 EACH. THIS ALLOWED STUDENTS TO PARTICIPATE IN FIELD TRIPS AT LITTLE TO NO COST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1HES ACTIVITIES, PROVIDE STAFF, PTA, AND SCHOOL RESOURCES TO AFFORD ACTIVITIES AND EQUIPMENT THROUGHOUT THE YEAR. THIS YEAR STEAM ACTIVITIES WERE PROVIDED, VETERANS WERE APPRECIATED, MATERIALS FOR HOMELESS AND SENIORS WERE SUPPORTED. PROVIDE UP TO 610 STUDENTS WITH ASSISTANCE TEACHER GRANTS AND DISCRETIONARY FUND, PROVIDE TEACHERS WITH AN OPPORTUNITY FOR GRANTS FOR SUPPLIES AND OTHER MATERIALS IN THE CLASSROOM. DISCRETIONARY FUND ASSISTS UP TO 41 PEOPLE WITH RESOURCES TO EDUCATE FOR HOMEROOM AND SPECIAL EDUCATION. BENEFITS THE ENTIRE SCHOOL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INTEREST INCOME 11.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FIFTH GRADE ACTIVITIES 2222.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4HES ACTIVITIES 9709.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5INSURANCE 170.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6OPERATING EXPENSE 810.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7FUN RUN EXPENSE 19866.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8STUDENT ENRICHMENT EXPENSE 276.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9OPEN HOUSE 1016.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10OTHER EXPENSE 200.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11PLAYGROUND 11013.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12DUES 761.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13PRINCIPAL FUND 1762.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14OPEN HOUSE SHIRTS 1107.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15TEACHER/STAFF APPRECIATION 1335.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16BUS DRIVER APPRECIATION 348.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17TEACHER GRANTS 4893.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18TEACHER FUND 2367.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19BINGO EXPENSE 1730.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20TRUNK OR TREAT 553.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21MILITARY APPRECIATION 801.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22FIELD DAY 392.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23EVENTS 844.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc23Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/PersonNm0THERESE COOPER-PEDERSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07578760094
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-07-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HARTWOOD ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0HART
ReturnHeader/Filer/EIN0541686708
ReturnHeader/Filer/PhoneNum07578760094
ReturnHeader/Filer/USAddress/AddressLine1Txt014 SHACKELFORD WELL RD
ReturnHeader/Filer/USAddress/CityNm0FREDERICKSBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd022406
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0831359441
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Berezan Consulting LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0361 Southwest Dr Ste 734
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Jonesboro
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd072401
ReturnHeader/PreparerPersonGrp/PhoneNum05409070105
ReturnHeader/PreparerPersonGrp/PreparationDt02024-08-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NATHAN BEREZAN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-08-04T21:10:17-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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