Civic Intelligence

Carrollton Elementary PTA

990EZ • Fiscal year 2024 • EIN 54-1779134

Jul 01, 2023 to Jun 30, 2024 • Filed on Jul 29, 2024

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

$38,547

Up $7,481 (+24%) from 2023

Net Assets

Up

$38,547

Up $7,481 (+24%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

Up

$20,899

Up $5,720 (+38%) from 2023

Expenses

Up

$13,418

Up $2,563 (+24%) from 2023

Net Income

Up

$7,481

Up $3,157 (+73%) from 2023

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

2024

Assets$38,547
Liabilities-
Net Assets$38,547
Open 2024 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

2024

Revenue$20,899
Expenses$13,418
Net Income$7,481
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Jul 29, 2024
Return Version
2023v5.1
Gross Receipts
$47,457
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$12,420
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$35,737$35,737$18,658$17,079
Book fair/Holiday Shop$8,096$8,096$7,900$196
Total Events$43,833$43,833$26,558$17,275
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
2024-07-29
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 4.”

Form 990EZ, Part I, Line 16

“Sponsorship of school programs 11932.”

Form 990EZ, Part I, Line 16

“Bank service charges 10.”

Form 990EZ, Part I, Line 16

“Dues 533.”

Form 990EZ, Part I, Line 16

“Insurance 378.”

Form 990EZ, Part I, Line 16

“Office supplies 215.”

Raw XML Appendix181 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0Treasurer
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Carrollton
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd023314
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt031066
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IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
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IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
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IRS990EZ/OccupancyRentUtltsAndMaintAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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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/OtherExpensesTotalAmt013068
IRS990EZ/OtherRevenueTotalAmt04
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/ProgramServiceExpensesAmt012420
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt026558
IRS990EZ/SpecialEventsNetIncomeLossAmt017275
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt013418
IRS990EZ/TotalProgramServiceExpensesAmt012420
IRS990EZ/TotalRevenueAmt020899
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02909
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02877
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01828
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01364
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02480
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt011458
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt043833
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt036864
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt053490
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01134
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt018167
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0153488
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0164946
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt046742
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt039741
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt055318
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02498
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt020647
IRS990ScheduleA/Total509Grp/TotalAmt0164946
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0164946
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt026558
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Boosterthon
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Book fair/Holiday Shop
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt035737
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt08096
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt043833
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt035737
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt017275
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt026558
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt018658
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt07900
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Interest income 4.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Sponsorship of school programs 11932.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Bank service charges 10.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Dues 533.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance 378.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Office supplies 215.
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/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jason Burnett
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07572382452
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-07-29
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/PreparationDt02024-08-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0T Craig Stallings
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-08-01T06:29:49-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$38,547
Liabilities
-
Net assets
$38,547
Revenue
$20,899
Expenses
$13,418
Net income
$7,481
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