Civic Intelligence

Ivy Elementary School Parent Teacher Organization

990EZ • Fiscal year 2023 • EIN 54-1997291

Jul 01, 2022 to Jun 30, 2023 • Filed on Sep 15, 2023

Organization ProfileN/A
1610 Owensville RoadCharlottesville, VA 22901

(434) 293-9304

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

82nd percentile

31%

Higher net margin than 82% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

90th percentile

76%

Faster asset growth than 90% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

91st percentile

113%

Faster revenue growth than 91% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$21,657

Up $9,374 (+76%) from 2022

Net Assets

Up

$21,657

Up $9,374 (+76%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin82nd percentile

Revenue

Up

$30,507

Up $16,191 (+113%) from 2022

Expenses

Up

$21,133

Up $5,802 (+38%) from 2022

Net Income

Up

$9,374

Up $10,389 (+1024%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth90th percentile

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

$80K$60K$40K$20K$0Assets 2010: $54,787Net Assets 2010: $54,7872010Assets 2011: $40,802Net Assets 2011: $40,8022011Assets 2012: $30,736Net Assets 2012: $30,7362012Assets 2013: $50,455Liabilities 2013: $02013Assets 2014: $38,094Liabilities 2014: $02014Assets 2015: $67,441Net Assets 2015: $67,4412015Assets 2016: $43,443Net Assets 2016: $43,4432016Assets 2017: $52,270Net Assets 2017: $52,2702017Assets 2018: $58,974Net Assets 2018: $58,9742018Assets 2019: $48,104Liabilities 2019: $02019Assets 2020: $9,049Net Assets 2020: $9,0492020Assets 2021: $13,298Net Assets 2021: $13,2982021Assets 2022: $12,283Net Assets 2022: $12,2832022Assets 2023: $21,657Net Assets 2023: $21,6572023Assets 2024: $46,852Net Assets 2024: $46,8522024Assets 2025: $59,107Net Assets 2025: $59,1072025

Highlighted filing

2023

Assets$21,657
Liabilities-
Net Assets$21,657
Open 2023 Filing

Operations Trend

Revenue Growth91st percentile

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

$100K$50K$0-$50KRevenue 2010: $62,918Expenses 2010: $37,435Net Income 2010: $25,4832010Revenue 2011: $45,338Expenses 2011: $59,323Net Income 2011: -$13,9852011Revenue 2012: $46,496Expenses 2012: $56,562Net Income 2012: -$10,0662012Revenue 2013: $59,376Expenses 2013: $39,657Net Income 2013: $19,7192013Revenue 2014: $58,439Expenses 2014: $70,800Net Income 2014: -$12,3612014Revenue 2015: $84,091Expenses 2015: $54,744Net Income 2015: $29,3472015Revenue 2016: $63,314Expenses 2016: $87,312Net Income 2016: -$23,9982016Revenue 2017: $49,620Expenses 2017: $40,793Net Income 2017: $8,8272017Revenue 2018: $55,197Expenses 2018: $48,493Net Income 2018: $6,7042018Revenue 2019: $54,653Expenses 2019: $65,523Net Income 2019: -$10,8702019Revenue 2020: $19,512Expenses 2020: $58,567Net Income 2020: -$39,0552020Revenue 2021: $16,594Expenses 2021: $12,345Net Income 2021: $4,2492021Revenue 2022: $14,316Expenses 2022: $15,331Net Income 2022: -$1,0152022Revenue 2023: $30,507Expenses 2023: $21,133Net Income 2023: $9,3742023Revenue 2024: $64,890Expenses 2024: $39,695Net Income 2024: $25,1952024Revenue 2025: $59,228Expenses 2025: $46,973Net Income 2025: $12,2552025

Highlighted filing

2023

Revenue$30,507
Expenses$21,133
Net Income$9,374
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Sep 15, 2023
Return Version
2022v5.0
Gross Receipts
$30,507
Mission and Program Overview

Mission

To promote quality education of all children attending meriwether lewis elementary school, to ensure the academic program and physical surroundings through monetary and volunteer efforts and to increase communications, understanding and cooperation among students, teachers and administrators.

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION PROVIDES FUNDING FOR SCHOOL PROPERTY IMPROVEMENTS, WHICH BENEFIT ALL GRADE LEVELS IN THE SCHOOL.-$11,659
THE ORGANIZATION PROVIDES EDUCATION MATERIALS, CLASSROOM SUPPLIES AND EQUIPMENT THAT BENEFIT STUDENTS ATTENDING MERIWETHER LEWIS ELEMENTARY SCHOOL (APPROXIMATELY 400 CHILDREN).-$7,855
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LYNSIE STEELEPresident-$0--
SOLEDAD MONTESVice Preside-$0--
SUMMER GRUBERTreasurer-$0--
BRIDGID EVERSOLESecretary-$0--
EVAN JONESComm. Coordi-$0--
LYNDSEY CAINVlntr Coordi-$0--
Filing and Contact Details

Filer

Filer Name
Ivy Elementary School Parent
EIN
54-1997291
Phone
4342939304
Address
1610 OWENSVILLE ROAD, CHARLOTTESVILLE, VA 22901

Signing Officer

Name
Summer Gruber
Title
Treasurer
Phone
4342939304
Signed
2023-09-15
Discuss with paid preparer
Yes

Preparer

Firm
Monfalcone & Garris Pc
Address
908 E JEFFERSON ST STE 101, CHARLOTTESVILLE, VA 22902
Preparer
Christina Monfalcone CPA
Phone
4349717255
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Miscelaneous 7,660 total 7,660”

Form 990-ez, Part I, Line 16

“Expenses classroom fund 7,855 community outreach 337 cultural programs & assem 985 miscellaenous 218 principal's fund 968 pto administration 2,218 staff appreciation 8,208 pto website 344 total 21,133”

Form 990-ez, Part III

“To promote quality education of all children attending meriwether lewis elementary school, to ensure the academic program and physical surroundings through monetary and volunteer efforts and to increase communications, understanding and cooperation among students, teachers and administrators.”

Raw XML Appendix148 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/PersonNm0REBEKAH GOLDBERG
IRS990EZ/BooksInCareOfDetail/PhoneNum04342939304
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01610 OWENSVILLE ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CHARLOTTESVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd022901
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt012283
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt021657
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt019404
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt09374
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/GrossReceiptsAmt030507
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NameChangeInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt012283
IRS990EZ/NetAssetsOrFundBalancesEOYAmt021657
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt021657
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LYNSIE STEELE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SOLEDAD MONTES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SUMMER GRUBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BRIDGID EVERSOLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4EVAN JONES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LYNDSEY CAIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4COMM. COORDI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VLNTR COORDI
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt021133
IRS990EZ/OtherRevenueTotalAmt07660
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE QUALITY EDUCATION OF ALL CHILDREN ATTENDING MERIWETHER LEWIS ELEMENTARY SCHOOL, TO ENSURE THE ACADEMIC PROGRAM AND PHYSICAL SURROUNDINGS THROUGH MONETARY AND VOLUNTEER EFFORTS AND TO INCREASE COMMUNICATIONS, UNDERSTANDING AND COOPERATION AMONG STUDENTS, TEACHERS AND ADMINISTRATORS.
IRS990EZ/ProgramServiceRevenueAmt03443
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION PROVIDES FUNDING FOR SCHOOL PROPERTY IMPROVEMENTS, WHICH BENEFIT ALL GRADE LEVELS IN THE SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THE ORGANIZATION PROVIDES EDUCATION MATERIALS, CLASSROOM SUPPLIES AND EQUIPMENT THAT BENEFIT STUDENTS ATTENDING MERIWETHER LEWIS ELEMENTARY SCHOOL (APPROXIMATELY 400 CHILDREN).
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt011659
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt17855
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt021133
IRS990EZ/TotalProgramServiceExpensesAmt019514
IRS990EZ/TotalRevenueAmt030507
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt019404
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt06172
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt06961
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt013062
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt045599
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt011103
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt08144
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt09977
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt082280
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0111504
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0157103
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt030507
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt014316
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt016938
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt095342
IRS990ScheduleA/Total509Grp/TotalAmt0157103
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt030507
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt014316
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt016938
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt095342
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0157103
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISCELANEOUS 7,660 TOTAL 7,660
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES CLASSROOM FUND 7,855 COMMUNITY OUTREACH 337 CULTURAL PROGRAMS & ASSEM 985 MISCELLAENOUS 218 PRINCIPAL'S FUND 968 PTO ADMINISTRATION 2,218 STAFF APPRECIATION 8,208 PTO WEBSITE 344 TOTAL 21,133
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO PROMOTE QUALITY EDUCATION OF ALL CHILDREN ATTENDING MERIWETHER LEWIS ELEMENTARY SCHOOL, TO ENSURE THE ACADEMIC PROGRAM AND PHYSICAL SURROUNDINGS THROUGH MONETARY AND VOLUNTEER EFFORTS AND TO INCREASE COMMUNICATIONS, UNDERSTANDING AND COOPERATION AMONG STUDENTS, TEACHERS AND ADMINISTRATORS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUMMER GRUBER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04342939304
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IVY ELEMENTARY SCHOOL PARENT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TEACHER ORGANIZATION
ReturnHeader/Filer/BusinessNameControlTxt0IVYE
ReturnHeader/Filer/EIN0541997291
ReturnHeader/Filer/PhoneNum04342939304
ReturnHeader/Filer/USAddress/AddressLine1Txt01610 OWENSVILLE ROAD
ReturnHeader/Filer/USAddress/CityNm0CHARLOTTESVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd022901
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0541742277
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MONFALCONE & GARRIS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0908 E JEFFERSON ST STE 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLOTTESVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd022902
ReturnHeader/PreparerPersonGrp/PhoneNum04349717255
ReturnHeader/PreparerPersonGrp/PreparationDt02023-09-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTINA MONFALCONE CPA
ReturnHeader/ReturnTs02023-09-07T09:35:48-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SUMMER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GRUBER
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,657
Liabilities
-
Net assets
$21,657
Revenue
$30,507
Expenses
$21,133
Net income
$9,374
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$59.1$59.1$59.2$47.0$12.3
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$46.9$46.9$64.9$39.7$25.2
2023Detailed filing. Detailed filing data is available for this year.$21.7$21.7$30.5$21.1$9.37
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.3$12.3$14.3$15.3$1.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.3$13.3$16.6$12.3$4.25
2020Detailed filing. Detailed filing data is available for this year.$9.05$9.05$19.5$58.6$39.1
2019Summary only. Only limited summary data is available for this year.$48.1$0.00$54.7$65.5$10.9
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$59.0$59.0$55.2$48.5$6.70
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$52.3$52.3$49.6$40.8$8.83
2016Detailed filing. Detailed filing data is available for this year.$43.4$43.4$63.3$87.3$24.0
2015Detailed filing. Detailed filing data is available for this year.$67.4$67.4$84.1$54.7$29.3
2014Summary only. Only limited summary data is available for this year.$38.1$0.00$58.4$70.8$12.4
2013Summary only. Only limited summary data is available for this year.$50.5$0.00$59.4$39.7$19.7
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.7$30.7$46.5$56.6$10.1
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$40.8$40.8$45.3$59.3$14.0
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$54.8$54.8$62.9$37.4$25.5