Civic Intelligence

Carrollton Elementary PTA

990EZ • Fiscal year 2022 • EIN 54-1779134

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 07, 2022

Organization ProfileN/A
14440 New Towne Haven LaneCarrollton, VA 23314

(757) 238-2452

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$26,742

Up $15,111 (+130%) from 2021

Net Assets

Up

$26,742

Up $15,111 (+130%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

Up

$27,586

Up $24,987 (+961%) from 2021

Expenses

Up

$12,475

Up $2,550 (+26%) from 2021

Net Income

Up

$15,111

Up $22,437 (+306%) from 2021

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2012: $15,886Liabilities 2012: $02012Assets 2013: $17,495Liabilities 2013: $02013Assets 2014: $22,036Liabilities 2014: $02014Assets 2015: $10,102Liabilities 2015: $02015Assets 2016: $24,822Liabilities 2016: $02016Assets 2017: $13,742Liabilities 2017: $02017Assets 2018: $18,000Liabilities 2018: $02018Assets 2019: $22,118Net Assets 2019: $22,1182019Assets 2020: $18,957Net Assets 2020: $18,9572020Assets 2021: $11,631Net Assets 2021: $11,6312021Assets 2022: $26,742Net Assets 2022: $26,7422022Assets 2023: $31,066Net Assets 2023: $31,0662023Assets 2024: $38,547Net Assets 2024: $38,5472024Assets 2025: $45,144Net Assets 2025: $45,1442025

Highlighted filing

2022

Assets$26,742
Liabilities-
Net Assets$26,742
Open 2022 Filing

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2012: $27,943Expenses 2012: $22,880Net Income 2012: $5,0632012Revenue 2013: $31,218Expenses 2013: $29,609Net Income 2013: $1,6092013Revenue 2014: $39,083Expenses 2014: $34,542Net Income 2014: $4,5412014Revenue 2015: $34,807Expenses 2015: $46,741Net Income 2015: -$11,9342015Revenue 2016: $51,965Expenses 2016: $37,245Net Income 2016: $14,7202016Revenue 2017: $47,161Expenses 2017: $58,241Net Income 2017: -$11,0802017Revenue 2018: $39,229Expenses 2018: $34,971Net Income 2018: $4,2582018Revenue 2019: $29,803Expenses 2019: $25,685Net Income 2019: $4,1182019Revenue 2020: $9,725Expenses 2020: $12,886Net Income 2020: -$3,1612020Revenue 2021: $2,599Expenses 2021: $9,925Net Income 2021: -$7,3262021Revenue 2022: $27,586Expenses 2022: $12,475Net Income 2022: $15,1112022Revenue 2023: $15,179Expenses 2023: $10,855Net Income 2023: $4,3242023Revenue 2024: $20,899Expenses 2024: $13,418Net Income 2024: $7,4812024Revenue 2025: $19,333Expenses 2025: $12,736Net Income 2025: $6,5972025

Highlighted filing

2022

Revenue$27,586
Expenses$12,475
Net Income$15,111
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 7, 2022
Return Version
2021v4.1
Gross Receipts
$55,318
Mission and Program Overview

Mission

School PTA

Program Services

DescriptionGrantsExpenses
Promotion of parent involvement in student education through sponsorship of additional school programs, such as Watchdogs, Reading programs, Honor Roll$0$11,069
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Angie WallacePresidentPT$0--
Kathleen BurnettVice PresidentPT$0--
Stacey HodgesSecretaryPT$0--
Jason BurnettTreasurerPT$0--
Stephanie ZwickSpirit WearPT$0--
Shelley HardeeScholasticPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$40,926$40,926$22,226$18,700
Book Fair$5,249$5,249$5,507$-258
Total Events$53,490$53,490$27,733$25,757
Filing and Contact Details

Filer

Filer Name
Carrollton Elementary PTA
EIN
54-1779134
Phone
7572382452
Address
14440 New Towne Haven Lane, Carrollton, VA 23314

Signing Officer

Name
Jason Burnett
Title
Treasurer
Phone
7572382452
Signed
2022-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Stallings & Associates Pc
Address
210 MAIN ST, SMITHFIELD, VA 23430
Preparer
T Craig Stallings
Phone
7573650200
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Sponsorship of school programs 11069.”

Form 990EZ, Part I, Line 16

“Dues 669.”

Form 990EZ, Part I, Line 16

“Insurance 377.”

Form 990EZ, Part I, Line 16

“Office supplies 10.”

Raw XML Appendix195 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/BooksInCareOfDetail/USAddress/CityNm0Carrollton
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Angie Wallace
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Kathleen Burnett
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Stacey Hodges
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jason Burnett
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Stephanie Zwick
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Shelley Hardee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Spirit wear
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Scholastic
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt012125
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0School PTA
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Promotion of parent involvement in student education through sponsorship of additional school programs, such as Watchdogs, Reading programs, Honor Roll
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt011069
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt027732
IRS990EZ/SpecialEventsNetIncomeLossAmt025758
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt012475
IRS990EZ/TotalProgramServiceExpensesAmt011069
IRS990EZ/TotalRevenueAmt027586
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01828
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01364
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02480
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01747
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0288
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt07707
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt053490
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01134
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt066702
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0180480
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/PublicSupportTotal509Amt0188187
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/Total509Grp/TotalAmt0188187
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0188187
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt027733
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Boosterthon
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Book Fair
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt040926
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt05249
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt07315
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt040926
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt05249
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt053490
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt025757
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt027733
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt022226
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt05507
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt04
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Sponsorship of school programs 11069.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Dues 669.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance 377.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Office supplies 10.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jason Burnett
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07572382452
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Carrollton Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt0CARR
ReturnHeader/Filer/EIN0541779134
ReturnHeader/Filer/PhoneNum07572382452
ReturnHeader/Filer/USAddress/AddressLine1Txt014440 New Towne Haven Lane
ReturnHeader/Filer/USAddress/CityNm0Carrollton
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd023314
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203687969
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STALLINGS & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0210 MAIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SMITHFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd023430
ReturnHeader/PreparerPersonGrp/PhoneNum07573650200
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0T Craig Stallings
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-11-11T07:30:29-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Jason
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Burnett
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$26,742
Liabilities
-
Net assets
$26,742
Revenue
$27,586
Expenses
$12,475
Net income
$15,111
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$45.1$45.1$19.3$12.7$6.60
2024Detailed filing. Detailed filing data is available for this year.$38.5$38.5$20.9$13.4$7.48
2023Detailed filing. Detailed filing data is available for this year.$31.1$31.1$15.2$10.9$4.32
2022Detailed filing. Detailed filing data is available for this year.$26.7$26.7$27.6$12.5$15.1
2021Detailed filing. Detailed filing data is available for this year.$11.6$11.6$2.60$9.93$7.33
2020Detailed filing. Detailed filing data is available for this year.$19.0$19.0$9.73$12.9$3.16
2019Detailed filing. Detailed filing data is available for this year.$22.1$22.1$29.8$25.7$4.12
2018Summary only. Only limited summary data is available for this year.$18.0$0.00$39.2$35.0$4.26
2017Summary only. Only limited summary data is available for this year.$13.7$0.00$47.2$58.2$11.1
2016Summary only. Only limited summary data is available for this year.$24.8$0.00$52.0$37.2$14.7
2015Summary only. Only limited summary data is available for this year.$10.1$0.00$34.8$46.7$11.9
2014Summary only. Only limited summary data is available for this year.$22.0$0.00$39.1$34.5$4.54
2013Summary only. Only limited summary data is available for this year.$17.5$0.00$31.2$29.6$1.61
2012Summary only. Only limited summary data is available for this year.$15.9$0.00$27.9$22.9$5.06