Civic Intelligence

Waterford Elementary School Parent- Teacher Organization

990EZ • Fiscal year 2014 • EIN 54-1910440

Jan 01, 2014 to Dec 31, 2014 • Filed on Oct 26, 2015

Organization ProfileN/A
P O Box 228Waterford, VA 20197

(703) 638-8066

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 2014

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2014

Net Margin

17th percentile

-17%

Higher net margin than 17% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

27th percentile

-12%

Faster asset growth than 27% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

35th percentile

-7.7%

Faster revenue growth than 35% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$22,031

Down $2,896 (-12%) from 2013

Net Assets

Down

$22,031

Down $2,896 (-12%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin17th percentile

Revenue

Down

$16,840

Down $1,409 (-7.7%) from 2013

Expenses

Down

$19,736

Down $382 (-1.9%) from 2013

Net Income

Down

-$2,896

Down $1,027 (-55%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$100K$50K$0Assets 2011: $30,608Liabilities 2011: $02011Assets 2012: $26,796Net Assets 2012: $26,7962012Assets 2013: $24,927Net Assets 2013: $24,9272013Assets 2014: $22,031Net Assets 2014: $22,0312014Assets 2015: $23,315Net Assets 2015: $23,3152015Assets 2016: $30,114Net Assets 2016: $30,1142016Assets 2017: $35,520Net Assets 2017: $35,5202017Assets 2018: $44,079Net Assets 2018: $44,0792018Assets 2019: $49,409Net Assets 2019: $49,4092019Assets 2020: $45,849Net Assets 2020: $45,8492020Assets 2021: $44,929Net Assets 2021: $44,9292021Assets 2022: $80,441Net Assets 2022: $80,4412022Assets 2023: $84,925Net Assets 2023: $84,9252023Assets 2024: $79,136Net Assets 2024: $79,1362024

Highlighted filing

2014

Assets$22,031
Liabilities-
Net Assets$22,031
Open 2014 Filing

Operations Trend

Revenue Growth35th percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $33,882Expenses 2011: $27,816Net Income 2011: $6,0662011Revenue 2012: $29,534Expenses 2012: $33,346Net Income 2012: -$3,8122012Revenue 2013: $18,249Expenses 2013: $20,118Net Income 2013: -$1,8692013Revenue 2014: $16,840Expenses 2014: $19,736Net Income 2014: -$2,8962014Revenue 2015: $24,822Expenses 2015: $23,538Net Income 2015: $1,2842015Revenue 2016: $26,731Expenses 2016: $19,932Net Income 2016: $6,7992016Revenue 2017: $33,903Expenses 2017: $28,862Net Income 2017: $5,0412017Revenue 2018: $32,019Expenses 2018: $23,460Net Income 2018: $8,5592018Revenue 2019: $30,227Expenses 2019: $24,897Net Income 2019: $5,3302019Revenue 2020: $4,609Expenses 2020: $8,169Net Income 2020: -$3,5602020Revenue 2021: $11,402Expenses 2021: $12,322Net Income 2021: -$9202021Revenue 2022: $59,622Expenses 2022: $24,110Net Income 2022: $35,5122022Revenue 2023: $29,506Expenses 2023: $26,797Net Income 2023: $2,7092023Revenue 2024: $22,314Expenses 2024: $28,103Net Income 2024: -$5,7892024

Highlighted filing

2014

Revenue$16,840
Expenses$19,736
Net Income-$2,896
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Oct 26, 2015
Return Version
2014v5.0
Gross Receipts
$30,290
Mission and Program Overview

Mission

Provide supplies, equipment, and enrichment programs for the students, faculty, and classrooms of Waterford Elementary School.

Provide supplies equipment and enrichment programs for the students faculty and classrooms of Waterford Elementary School.

Program Services

DescriptionGrantsExpenses
Supported the school faculty administrators and students by supplying library books classroom supplies snacks dances and assemblies.--
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HEIDI MAYOPresident-$0--
DAWN THOMASVP Fundraising-$0--
BELINDA BURLEYVP Communication-$0--
KELLY PRICESecretary-$0--
ERICA SCHAEFFERTreasurer-$0--
MICHELE CHMIELEWSKITeacher Represent-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Waterford Fair$18,298$18,298$10,665$7,633
Spring Fling$1,422$1,422$-1$1,423
Total Events$21,357$21,357$13,448$7,909
Filing and Contact Details

Filer

Filer Name
Waterford Elementary School Pto
EIN
54-1910440
Phone
7036388066
Address
P O BOX 228, WATERFORD, VA 20197

Signing Officer

Name
Erica Schaeffer
Title
Treasurer
Phone
7036388066
Signed
2015-10-26

Preparer

Firm
H and R Block
Address
14 FAIRFAX ST, LEESBURG, VA 20175
Preparer
Robinette Laclair Ea
Phone
7037773590
Supplemental Narrative

Additional Explanations

Part III Program Service Accomplishments

“The pto supports student and teacher activities”

Raw XML Appendix170 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/PhoneNum07036388066
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0OLD STAGE PL
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WATERFORD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd020197
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt024927
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt022031
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01559
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2896
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IRS990EZ/InvestmentIncomeAmt044
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt024927
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt022031
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0HEIDI MAYO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAWN THOMAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BELINDA BURLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KELLY PRICE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ERICA SCHAEFFER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MICHELE CHMIELEWSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP FUNDRAISING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP COMMUNICATION
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TEACHER REPRESENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt018845
IRS990EZ/OtherRevenueTotalAmt01913
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PrimaryExemptPurposeTxt0Provide supplies equipment and enrichment programs for the students faculty and classrooms of Waterford Elementary School.
IRS990EZ/PrintingPublicationsPostageAmt0628
IRS990EZ/ProgramServiceRevenueAmt05416
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Supported the school faculty administrators and students by supplying library books classroom supplies snacks dances and assemblies.
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt013450
IRS990EZ/SpecialEventsNetIncomeLossAmt07908
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt019736
IRS990EZ/TotalRevenueAmt016840
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/FactsAndCircumstancesTestTxt0RETAIL REBATES AND RESTAURANT COMMISSIONS
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0RETAIL REBATES AND RESTAURANT COMMISSIONS
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A PART 3 LINE 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01559
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt05
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0234
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt05798
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt044
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt054
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0102
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt026
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0226
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt026774
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt045184
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt051765
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt059344
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt052452
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0235519
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt044
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt054
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0102
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt026
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0226
IRS990ScheduleA/InvestmentIncomeCYPct00.00090
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt01913
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt01424
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt0661
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt093
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt0623
IRS990ScheduleA/OtherIncome509Grp/TotalAmt04714
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.97990
IRS990ScheduleA/PublicSupportTotal509Amt0241317
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt028333
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt047184
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt051770
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt059578
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt030290
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt048662
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt052533
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt059697
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt055075
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0246257
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt013448
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0WATERFORD FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SPRING FLING
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt018298
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt01422
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt01637
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt018298
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt01422
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt01637
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt021357
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt07909
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt02784
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt013448
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt010665
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0-1
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt05
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborBingoInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborPullTabsInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PTO SUPPORTS STUDENT AND TEACHER ACTIVITIES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART III PROGRAM SERVICE ACCOMPLISHMENTS
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ERICA SCHAEFFER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07036388066
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WATERFORD ELEMENTARY SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0WATE
ReturnHeader/Filer/EIN0541910440
ReturnHeader/Filer/PhoneNum07036388066
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 228
ReturnHeader/Filer/USAddress/CityNm0WATERFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd020197
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0H AND R BLOCK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt014 FAIRFAX ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LEESBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020175
ReturnHeader/PreparerPersonGrp/PhoneNum07037773590
ReturnHeader/PreparerPersonGrp/PreparationDt02015-10-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBINETTE LACLAIR EA
ReturnHeader/ReturnTs02015-10-29T21:13:12Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,031
Liabilities
-
Net assets
$22,031
Revenue
$16,840
Expenses
$19,736
Net income
-$2,896
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$79.1$79.1$22.3$28.1$5.79
2023Detailed filing. Detailed filing data is available for this year.$84.9$84.9$29.5$26.8$2.71
2022Detailed filing. Detailed filing data is available for this year.$80.4$80.4$59.6$24.1$35.5
2021Detailed filing. Detailed filing data is available for this year.$44.9$44.9$11.4$12.3$0.92
2020Detailed filing. Detailed filing data is available for this year.$45.8$45.8$4.61$8.17$3.56
2019Detailed filing. Detailed filing data is available for this year.$49.4$49.4$30.2$24.9$5.33
2018Detailed filing. Detailed filing data is available for this year.$44.1$44.1$32.0$23.5$8.56
2017Detailed filing. Detailed filing data is available for this year.$35.5$35.5$33.9$28.9$5.04
2016Detailed filing. Detailed filing data is available for this year.$30.1$30.1$26.7$19.9$6.80
2015Detailed filing. Detailed filing data is available for this year.$23.3$23.3$24.8$23.5$1.28
2014Detailed filing. Detailed filing data is available for this year.$22.0$22.0$16.8$19.7$2.90
2013Detailed filing. Detailed filing data is available for this year.$24.9$24.9$18.2$20.1$1.87
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.8$26.8$29.5$33.3$3.81
2011Summary only. Only limited summary data is available for this year.$30.6$0.00$33.9$27.8$6.07