Civic Intelligence

Lowes Island Elementary School Parent Teacher Organization

990EZ • Fiscal year 2016 • EIN 54-1918752

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 09, 2016

20755 Whitewater DriveSterling, VA 20165

(571) 434-4450

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

8th percentile

-51%

Higher net margin than 8% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

6th percentile

-61%

Faster asset growth than 6% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

27th percentile

-17%

Faster revenue growth than 27% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$19,925

Down $31,608 (-61%) from 2015

Net Assets

Down

$19,925

Down $31,608 (-61%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$62,089

Down $12,424 (-17%) from 2015

Expenses

Up

$93,697

Up $64,854 (+225%) from 2015

Net Income

Down

-$31,608

Down $77,278 (-169%) from 2015

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2011: $34,359Net Assets 2011: $34,3592011Assets 2012: $15,118Net Assets 2012: $15,1182012Assets 2013: $10,796Net Assets 2013: $10,7962013Assets 2014: $5,863Net Assets 2014: $5,8632014Assets 2015: $51,533Net Assets 2015: $51,5332015Assets 2016: $19,925Net Assets 2016: $19,9252016Assets 2017: $31,951Net Assets 2017: $31,9512017Assets 2018: $34,942Net Assets 2018: $34,9422018Assets 2019: $37,115Net Assets 2019: $37,1152019Assets 2020: $29,312Net Assets 2020: $29,3122020Assets 2021: $25,893Net Assets 2021: $25,8932021Assets 2022: $40,624Net Assets 2022: $40,6242022Assets 2023: $50,697Net Assets 2023: $50,6972023Assets 2024: $72,030Net Assets 2024: $72,0302024Assets 2025: $72,810Net Assets 2025: $72,8102025

Highlighted filing

2016

Assets$19,925
Liabilities-
Net Assets$19,925

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $50,052Expenses 2011: $43,276Net Income 2011: $6,7762011Revenue 2012: $49,094Expenses 2012: $68,335Net Income 2012: -$19,2412012Revenue 2013: $59,845Expenses 2013: $64,167Net Income 2013: -$4,3222013Revenue 2014: $51,547Expenses 2014: $56,480Net Income 2014: -$4,9332014Revenue 2015: $74,513Expenses 2015: $28,843Net Income 2015: $45,6702015Revenue 2016: $62,089Expenses 2016: $93,697Net Income 2016: -$31,6082016Revenue 2017: $52,796Expenses 2017: $40,771Net Income 2017: $12,0252017Revenue 2018: $46,509Expenses 2018: $43,518Net Income 2018: $2,9912018Revenue 2019: $41,258Expenses 2019: $38,974Net Income 2019: $2,2842019Revenue 2020: $28,446Expenses 2020: $36,249Net Income 2020: -$7,8032020Revenue 2021: $3,211Expenses 2021: $6,632Net Income 2021: -$3,4212021Revenue 2022: $32,247Expenses 2022: $17,196Net Income 2022: $15,0512022Revenue 2023: $47,485Expenses 2023: $37,312Net Income 2023: $10,1732023Revenue 2024: $42,659Expenses 2024: $23,215Net Income 2024: $19,4442024Revenue 2025: $37,551Expenses 2025: $35,522Net Income 2025: $2,0292025

Highlighted filing

2016

Revenue$62,089
Expenses$93,697
Net Income-$31,608
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 9, 2016
Return Version
2015v3.0
Gross Receipts
$99,240
Mission and Program Overview

Mission

To support the students and staff of lowes island elementary school

Program Services

DescriptionGrantsExpenses
STUDENT PROGRAMS - SUPPORT OF STUDENT ACTIVITIES, YEAR END PROGRAMS & OTHER MISC. STUDENT PROGRAMS. (DARE, 5TH GRADE RECEPTION, MUSIC, ODYSSEY OF THE MIND, CLUSTER EVENTS)-$52,821
TO SUPPORT THE STUDENTS AND STAFF OF LOWES ISLAND ELEMENTARY SCHOOL-$35,662
CULTURAL ARTS PROGRAMS-$3,510
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIE GARRETTCo-PresidentPT$0--
STEPHANIE JACKELSTreasurerPT$0--
HILLARY MCGRATHCo-PresidentPT$0--
MARTHA DANIELVice PresdiePT$0--
NALINI TANDONSecretaryPT$0--
NICOLE NORTHCUTTVolunteer CoPT$0--
NICOLE MUEHRVolunteer CoPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring After Sc$21,369$21,369$10,192$11,177
Fall-after Scho$16,065$16,065$8,335$7,730
Total Events$49,990$49,990$22,472$27,518
Filing and Contact Details

Filer

Filer Name
Lowes Island Elementary School
EIN
54-1918752
Address
20755 WHITEWATER DRIVE, STERLING, VA 20165

Signing Officer

Name
Julie Garrett
Title
Co-president
Signed
2016-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Lori Christ CPA
Address
47751 BRAWNER PLACE, POTOMAC FALLS, VA 20165
Preparer
Lori Christ
Phone
7033045173
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses pto software 690 498 agendas 1,074 assemblies 85 cultural arts 3,300 field day 1,250 dare program 1,011 odyssey of the mind 468 teaching resources techno 15,213 school improvement-playgr 2,723 project based learning 291 cluster events 210 pto supplies 562 bank fees 12 credit card fees 1,550 misc 5,234 school magnets 650 monday folders 877 playground 44,392 total 80,090

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/OfficerDirectorTrusteeEmplGrp/TitleTxt6VOLUNTEER CO
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IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt080090
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IRS990EZ/PrintingPublicationsPostageAmt016
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IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleG/GamingInformationGrp/VolunteerLaborPullTabsInd0false
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IRS990ScheduleG/IndividualWithBooksNm0JULIE GARRETT
IRS990ScheduleG/LicensedInd0true
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleG/PersonsWithBooksUSAddress/AddressLine1Txt020755 WHITEWATER DRIVE
IRS990ScheduleG/PersonsWithBooksUSAddress/CityNm0STERLING
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IRS990ScheduleG/PersonsWithBooksUSAddress/ZIPCd020165
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES PTO SOFTWARE 690 498 AGENDAS 1,074 ASSEMBLIES 85 CULTURAL ARTS 3,300 FIELD DAY 1,250 DARE PROGRAM 1,011 ODYSSEY OF THE MIND 468 TEACHING RESOURCES TECHNO 15,213 SCHOOL IMPROVEMENT-PLAYGR 2,723 PROJECT BASED LEARNING 291 CLUSTER EVENTS 210 PTO SUPPLIES 562 BANK FEES 12 CREDIT CARD FEES 1,550 MISC 5,234 SCHOOL MAGNETS 650 MONDAY FOLDERS 877 PLAYGROUND 44,392 TOTAL 80,090
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIE GARRETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOWES ISLAND ELEMENTARY SCHOOL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PARENT TEACHER ORGANIZATION
ReturnHeader/Filer/BusinessNameControlTxt0LOWE
ReturnHeader/Filer/EIN0541918752
ReturnHeader/Filer/USAddress/AddressLine1Txt020755 WHITEWATER DRIVE
ReturnHeader/Filer/USAddress/CityNm0STERLING
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd020165
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0800417019
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LORI CHRIST CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt047751 BRAWNER PLACE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0POTOMAC FALLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020165
ReturnHeader/PreparerPersonGrp/PhoneNum07033045173
ReturnHeader/PreparerPersonGrp/PreparationDt02017-02-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LORI CHRIST
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-02-10T08:45:38-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$72.8$72.8$37.6$35.5$2.03
2024Detailed filing. Detailed filing data is available for this year.$72.0$72.0$42.7$23.2$19.4
2023Detailed filing. Detailed filing data is available for this year.$50.7$50.7$47.5$37.3$10.2
2022Detailed filing. Detailed filing data is available for this year.$40.6$40.6$32.2$17.2$15.1
2021Detailed filing. Detailed filing data is available for this year.$25.9$25.9$3.21$6.63$3.42
2020Detailed filing. Detailed filing data is available for this year.$29.3$29.3$28.4$36.2$7.80
2019Detailed filing. Detailed filing data is available for this year.$37.1$37.1$41.3$39.0$2.28
2018Detailed filing. Detailed filing data is available for this year.$34.9$34.9$46.5$43.5$2.99
2017Detailed filing. Detailed filing data is available for this year.$32.0$32.0$52.8$40.8$12.0
2016Detailed filing. Detailed filing data is available for this year.$19.9$19.9$62.1$93.7$31.6
2015Detailed filing. Detailed filing data is available for this year.$51.5$51.5$74.5$28.8$45.7
2014Detailed filing. Detailed filing data is available for this year.$5.86$5.86$51.5$56.5$4.93
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.8$10.8$59.8$64.2$4.32
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.1$15.1$49.1$68.3$19.2
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$34.4$34.4$50.1$43.3$6.78