Civic Intelligence

Waterford Elementary School Parent- Teacher Organization

990EZ • Fiscal year 2018 • EIN 54-1910440

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 29, 2019

Organization ProfileN/A
15513 Loyalty RoadWaterford, 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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

82nd percentile

27%

Higher net margin than 82% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

75th percentile

24%

Faster asset growth than 75% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

40th percentile

-5.6%

Faster revenue growth than 40% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$44,079

Up $8,559 (+24%) from 2017

Net Assets

Up

$44,079

Up $8,559 (+24%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin82nd percentile

Revenue

Down

$32,019

Down $1,884 (-5.6%) from 2017

Expenses

Down

$23,460

Down $5,402 (-19%) from 2017

Net Income

Up

$8,559

Up $3,518 (+70%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth75th 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

2018

Assets$44,079
Liabilities-
Net Assets$44,079
Open 2018 Filing

Operations Trend

Revenue Growth40th 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

2018

Revenue$32,019
Expenses$23,460
Net Income$8,559
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 29, 2019
Return Version
2018v3.1
Gross Receipts
$55,759
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 classroom supplies snacks, dances, AFTER SCHOOL PROGRAMS, and assemblies.--
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAWN THOMASPresident-$0--
HEIDI MAYOVice President-$0--
SHANNON AKERSSecretary-$0--
THU WONGTreasurer-$0--
LESLIE MAZESKAVP Special Events-$0--
JENNIFER HURSTTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Waterford Elementary School Pto
EIN
54-1910440
Phone
7036388066
Address
15513 LOYALTY ROAD, WATERFORD, VA 20197

Signing Officer

Name
Jennifer Hurst
Title
Treasurer
Phone
7036388066
Signed
2019-04-29
Discuss with paid preparer
No

Preparer

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

Additional Explanations

Page 1 Line 8

“REBATE INCOME”

Part 1 Line 6B

“The majority of income is derived from the waterford fair fundraiser.”

Raw XML Appendix165 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/PersonNm0JENNIFER HURST
IRS990EZ/BooksInCareOfDetail/PhoneNum02156205530
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt015636 AVEBURY MANOR PLACE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Leesburg
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd020176
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt035520
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt044079
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01805
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt08559
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0225
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt035520
IRS990EZ/Form990TotalAssetsGrp/EOYAmt044079
IRS990EZ/FundraisingGrossIncomeAmt040574
IRS990EZ/GrossReceiptsAmt055759
IRS990EZ/InvestmentIncomeAmt078
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt035520
IRS990EZ/NetAssetsOrFundBalancesEOYAmt044079
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt035520
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt044079
IRS990EZ/OccupancyRentUtltsAndMaintAmt0675
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DAWN THOMAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1HEIDI MAYO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SHANNON AKERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3THU WONG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LESLIE MAZESKA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JENNIFER HURST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP SPECIAL EVENTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt022236
IRS990EZ/OtherRevenueTotalAmt01297
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Provide supplies equipment and enrichment programs for the students faculty and classrooms of Waterford Elementary School.
IRS990EZ/PrintingPublicationsPostageAmt0324
IRS990EZ/ProgramServiceRevenueAmt012005
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Supported the school faculty administrators and students by classroom supplies snacks, dances, AFTER SCHOOL PROGRAMS, and assemblies.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt023740
IRS990EZ/SpecialEventsNetIncomeLossAmt016834
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt023460
IRS990EZ/TotalRevenueAmt032019
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01805
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03880
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03928
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt08470
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01559
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt019642
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt078
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt063
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt055
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt030
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt044
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0270
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt052658
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt044975
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt040748
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt021642
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt026774
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0186797
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt078
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt063
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt055
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt030
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt044
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0270
IRS990ScheduleA/InvestmentIncomeCYPct00.00130
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt01296
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt0768
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt0597
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt01684
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt01913
IRS990ScheduleA/OtherIncome509Grp/TotalAmt06258
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.96930
IRS990ScheduleA/PublicSupportTotal509Amt0206439
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt054463
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt048855
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt044676
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt030112
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt028333
IRS990ScheduleA/Total509Grp/TotalAmt0206439
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt055837
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt049686
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt045328
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt031826
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt030290
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0212967
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REBATE INCOME
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE MAJORITY OF INCOME IS DERIVED FROM THE WATERFORD FAIR FUNDRAISER.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PAGE 1 LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART 1 LINE 6B
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER HURST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07036388066
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WATERFORD ELEMENTARY SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0WATE
ReturnHeader/Filer/EIN0541910440
ReturnHeader/Filer/PhoneNum07036388066
ReturnHeader/Filer/USAddress/AddressLine1Txt015513 LOYALTY ROAD
ReturnHeader/Filer/USAddress/CityNm0WATERFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd020197
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId022E2EED92C7D394D42AD7043908CD8C97822C6D9
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId022E2EED92C7D394D42AD7043908CD8C97822C6D9
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.152.3.35
ReturnHeader/FilingSecurityInformation/IPDt02019-05-06
ReturnHeader/FilingSecurityInformation/IPTm017:00:05
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0541269845
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/PreparationDt02019-05-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBINETTE LACLAIR
ReturnHeader/ReturnTs02019-05-01T23:01:35Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$44,079
Liabilities
-
Net assets
$44,079
Revenue
$32,019
Expenses
$23,460
Net income
$8,559
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