Civic Intelligence

Carrollton Elementary PTA

990EZ • Fiscal year 2023 • EIN 54-1779134

Jul 01, 2022 to Jun 30, 2023 • Filed on Jul 24, 2023

14440 New Towne Haven LaneCarrollton, VA 23314

(757) 238-2452

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

80th percentile

28%

Higher net margin than 80% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

70th percentile

16%

Faster asset growth than 70% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

13th percentile

-45%

Faster revenue growth than 13% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$31,066

Up $4,324 (+16%) from 2022

Net Assets

Up

$31,066

Up $4,324 (+16%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$15,179

Down $12,407 (-45%) from 2022

Expenses

Down

$10,855

Down $1,620 (-13%) from 2022

Net Income

Down

$4,324

Down $10,787 (-71%) from 2022

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

2023

Assets$31,066
Liabilities-
Net Assets$31,066

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

2023

Revenue$15,179
Expenses$10,855
Net Income$4,324
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Jul 24, 2023
Return Version
2022v5.0
Gross Receipts
$39,742
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$9,362
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kimberly ThomsenPresidentPT$0--
Brittany GroffVice PresidentPT$0--
Kelly HolbrookSecretaryPT$0--
Jason BurnettTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$27,324$27,324$15,450$11,874
Holiday Shop$8,959$8,959$8,001$958
Total Events$36,283$36,283$23,451$12,832
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
2023-07-24
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 8

Interest income 1.

Form 990EZ, Part I, Line 16

Sponsorship of school programs 9362.

Form 990EZ, Part I, Line 16

Bank service charges 20.

Form 990EZ, Part I, Line 16

Dues 618.

Form 990EZ, Part I, Line 16

Insurance 378.

Form 990EZ, Part I, Line 16

Office supplies 127.

Raw XML Appendix186 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/PersonNm0Treasurer
IRS990EZ/BooksInCareOfDetail/PhoneNum07572382452
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt014440 New Towne Haven Ln
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Carrollton
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd023314
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt026742
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt031066
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01887
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04324
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0350
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt026742
IRS990EZ/Form990TotalAssetsGrp/EOYAmt031066
IRS990EZ/FundraisingGrossIncomeAmt036864
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt039742
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0990
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt026742
IRS990EZ/NetAssetsOrFundBalancesEOYAmt031066
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt026742
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt031066
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Kimberly Thomsen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Brittany Groff
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Kelly Holbrook
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jason Burnett
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt010505
IRS990EZ/OtherRevenueTotalAmt01
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/ProgramServiceExpensesAmt09362
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt024563
IRS990EZ/SpecialEventsNetIncomeLossAmt012301
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt010855
IRS990EZ/TotalProgramServiceExpensesAmt09362
IRS990EZ/TotalRevenueAmt015179
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02877
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01828
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01364
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02480
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01747
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt010296
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt036864
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt053490
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01134
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt018167
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt040987
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0150642
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0160938
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt039741
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt055318
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt02498
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt020647
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt042734
IRS990ScheduleA/Total509Grp/TotalAmt0160938
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0160938
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt023451
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Boosterthon
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Holiday Shop
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt027324
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt08959
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt036283
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt027324
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt08959
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt036283
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt012832
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt023451
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt015450
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt08001
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Interest income 1.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Sponsorship of school programs 9362.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Bank service charges 20.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Dues 618.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance 378.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Office supplies 127.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jason Burnett
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07572382452
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-07-24
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/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02023-07-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0T Craig Stallings
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-07-31T09:36:50-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Jason
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Burnett
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings