Civic Intelligence

Virginia Congress of Parents and Teachers

990EZ • Fiscal year 2021 • EIN 54-1949281

Jul 01, 2020 to Jun 30, 2021 • Filed on Aug 09, 2021

Organization Profileholton.ptboard.com
1600 W Laburnum AvenueRichmond, VA 23227

(804) 228-5310

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

71st percentile

26%

Higher net margin than 71% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

60th percentile

14%

Faster asset growth than 60% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

9th percentile

-76%

Faster revenue growth than 9% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$28,857

Up $3,567 (+14%) from 2020

Net Assets

Up

$28,857

Up $3,567 (+14%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin71st percentile

Revenue

Down

$13,678

Down $42,394 (-76%) from 2020

Expenses

Down

$10,110

Down $44,809 (-82%) from 2020

Net Income

Up

$3,568

Up $2,415 (+209%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$60K$40K$20K$0Assets 2011: $30,597Liabilities 2011: $02011Assets 2012: $38,147Liabilities 2012: $02012Assets 2013: $32,444Liabilities 2013: $02013Assets 2014: $31,396Liabilities 2014: $02014Assets 2015: $38,815Liabilities 2015: $02015Assets 2016: $42,719Liabilities 2016: $02016Assets 2017: $15,852Liabilities 2017: $02017Assets 2018: $12,352Liabilities 2018: $02018Assets 2019: $24,137Liabilities 2019: $02019Assets 2020: $25,290Liabilities 2020: $0Net Assets 2020: $25,2902020Assets 2021: $28,857Liabilities 2021: $0Net Assets 2021: $28,8572021Assets 2024: $45,171Liabilities 2024: $0Net Assets 2024: $45,1712024Assets 2025: $39,530Liabilities 2025: $0Net Assets 2025: $39,5302025

Highlighted filing

2021

Assets$28,857
Liabilities$0
Net Assets$28,857
Open 2021 Filing

Operations Trend

Revenue Growth9th percentile

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

$100K$50K$0-$50KRevenue 2011: $32,082Expenses 2011: $53,016Net Income 2011: -$20,9342011Revenue 2012: $37,224Expenses 2012: $29,674Net Income 2012: $7,5502012Revenue 2013: $38,890Expenses 2013: $44,593Net Income 2013: -$5,7032013Revenue 2014: $31,399Expenses 2014: $32,447Net Income 2014: -$1,0482014Revenue 2015: $33,174Expenses 2015: $25,755Net Income 2015: $7,4192015Revenue 2016: $30,675Expenses 2016: $26,771Net Income 2016: $3,9042016Revenue 2017: $31,879Expenses 2017: $52,726Net Income 2017: -$20,8472017Revenue 2018: $30,969Expenses 2018: $0Net Income 2018: $30,9692018Revenue 2019: $34,884Expenses 2019: $43,848Net Income 2019: -$8,9642019Revenue 2020: $56,072Expenses 2020: $54,919Net Income 2020: $1,1532020Revenue 2021: $13,678Expenses 2021: $10,110Net Income 2021: $3,5682021Revenue 2024: $73,190Expenses 2024: $70,433Net Income 2024: $2,7572024Revenue 2025: $69,317Expenses 2025: $29,787Net Income 2025: $39,5302025

Highlighted filing

2021

Revenue$13,678
Expenses$10,110
Net Income$3,568
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Aug 9, 2021
Return Version
2020v4.0
Gross Receipts
$14,650
Mission and Program Overview

Mission

Education/Charitable

Program Services

DescriptionGrantsExpenses
Garden Educator - provides STEM-based, SOL-related lessons to each classroom at Holton every other week$0$3,150
Holton Helpers - teacher appreciation program to support educators during remote learning$0$2,137
Orton Gillingham Tutor - provides for a tutor who is available to all students at the school to assist with dyslexia or other reading difficulties$0$1,458
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kristin SewardPresidentPT$0--
Samantha PhillipsVice President-$0--
Katherine ZarfasTreasurerPT$0--
Maria Carra RoseSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Linwood Holton Elementary School PTA
EIN
54-1949281
Phone
8042285310
Address
1600 W Laburnum Avenue, Richmond, VA 23227

Signing Officer

Name
Katherine Zarfas
Title
Treasurer
Phone
8043493389
Signed
2021-08-09
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“Description;Amount^Garden Operating Expense;518|Moving Up Ceremony;182|Holton Helpers Teacher Appreciation;2137|Teacher and Staff Discretionary;100|Bank Fees;43|Merchant Fees;86|Office Supplies;19|PTA Insurance;398|Software Expense;257|QuickBooks Online;300^Total;4040^”

Form 990-EZ, Part I, Line 20

“rounding differences”

Raw XML Appendix166 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Katherine Zarfas
IRS990EZ/BooksInCareOfDetail/PhoneNum08043493389
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01600 W Laburnum Avenue
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Richmond
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd023227
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt025290
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt028857
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt09477
IRS990EZ/CostOfGoodsSoldAmt0952
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt03568
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04608
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt025290
IRS990EZ/Form990TotalAssetsGrp/EOYAmt028857
IRS990EZ/FundraisingGrossIncomeAmt02659
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt01439
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0834
IRS990EZ/GrossReceiptsAmt014650
IRS990EZ/GrossSalesOfInventoryAmt01786
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt0728
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt025290
IRS990EZ/NetAssetsOrFundBalancesEOYAmt028857
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt025290
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt028857
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Kristin Seward
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Samantha Phillips
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Katherine Zarfas
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Maria Carra Rose
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt0-1
IRS990EZ/OtherExpensesTotalAmt04040
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Education/Charitable
IRS990EZ/PrintingPublicationsPostageAmt023
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Garden Educator - provides STEM-based, SOL-related lessons to each classroom at Holton every other week
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Holton Helpers - teacher appreciation program to support educators during remote learning
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Orton Gillingham Tutor - provides for a tutor who is available to all students at the school to assist with dyslexia or other reading difficulties
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03150
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12137
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21458
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt020
IRS990EZ/SpecialEventsNetIncomeLossAmt02639
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt010110
IRS990EZ/TotalProgramServiceExpensesAmt06745
IRS990EZ/TotalRevenueAmt013678
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationOtherDesc0PTA
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt010205
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt06706
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt015894
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02160
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt05935
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt040900
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt04445
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt053422
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt062777
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt071578
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt072676
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0264898
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01
IRS990ScheduleA/PublicSupportPY509Pct01
IRS990ScheduleA/PublicSupportTotal509Amt0305798
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt014650
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt060128
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt078671
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt073738
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt078611
IRS990ScheduleA/Total509Grp/TotalAmt0305798
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt014650
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt060128
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt078671
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt073738
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt078611
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0305798
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^Garden Operating Expense;518|Moving Up Ceremony;182|Holton Helpers Teacher Appreciation;2137|Teacher and Staff Discretionary;100|Bank Fees;43|Merchant Fees;86|Office Supplies;19|PTA Insurance;398|Software Expense;257|QuickBooks Online;300^Total;4040^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1rounding differences
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 20
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd01
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Katherine Zarfas
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08043493389
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Linwood Holton Elementary School PTA
ReturnHeader/Filer/BusinessNameControlTxt0LINW
ReturnHeader/Filer/EIN0541949281
ReturnHeader/Filer/PhoneNum08042285310
ReturnHeader/Filer/USAddress/AddressLine1Txt01600 W Laburnum Avenue
ReturnHeader/Filer/USAddress/CityNm0Richmond
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd023227
ReturnHeader/ReturnTs02021-08-10T14:39:35-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,857
Liabilities
$0
Net assets
$28,857
Revenue
$13,678
Expenses
$10,110
Net income
$3,568
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$39.5$0.00$39.5$69.3$29.8$39.5
2024Detailed filing. Detailed filing data is available for this year.$45.2$0.00$45.2$73.2$70.4$2.76
2021Detailed filing. Detailed filing data is available for this year.$28.9$0.00$28.9$13.7$10.1$3.57
2020Detailed filing. Detailed filing data is available for this year.$25.3$0.00$25.3$56.1$54.9$1.15
2019Summary only. Only limited summary data is available for this year.$24.1$0.00$34.9$43.8$8.96
2018Summary only. Only limited summary data is available for this year.$12.4$0.00$31.0$0.00$31.0
2017Summary only. Only limited summary data is available for this year.$15.9$0.00$31.9$52.7$20.8
2016Summary only. Only limited summary data is available for this year.$42.7$0.00$30.7$26.8$3.90
2015Summary only. Only limited summary data is available for this year.$38.8$0.00$33.2$25.8$7.42
2014Summary only. Only limited summary data is available for this year.$31.4$0.00$31.4$32.4$1.05
2013Summary only. Only limited summary data is available for this year.$32.4$0.00$38.9$44.6$5.70
2012Summary only. Only limited summary data is available for this year.$38.1$0.00$37.2$29.7$7.55
2011Summary only. Only limited summary data is available for this year.$30.6$0.00$32.1$53.0$20.9