Civic Intelligence

Ivy Elementary School Parent Teacher Organization

990EZ • Fiscal year 2024 • EIN 54-1997291

Jul 01, 2023 to Jun 30, 2024 • Filed on Aug 15, 2024

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

87th percentile

39%

Higher net margin than 87% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

93rd percentile

116%

Faster asset growth than 93% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

92nd percentile

113%

Faster revenue growth than 92% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$46,852

Up $25,195 (+116%) from 2023

Net Assets

Up

$46,852

Up $25,195 (+116%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$64,890

Up $34,383 (+113%) from 2023

Expenses

Up

$39,695

Up $18,562 (+88%) from 2023

Net Income

Up

$25,195

Up $15,821 (+169%) from 2023

Historical Trend

Balance Sheet Trend

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

2024

Assets$46,852
Liabilities-
Net Assets$46,852

Operations Trend

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

2024

Revenue$64,890
Expenses$39,695
Net Income$25,195
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Aug 15, 2024
Return Version
2023v5.0
Gross Receipts
$64,890
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.-$20,907
THE ORGANIZATION PROVIDES EDUCATION MATERIALS, CLASSROOM SUPPLIES AND EQUIPMENT THAT BENEFIT STUDENTS ATTENDING MERIWETHER LEWIS ELEMENTARY SCHOOL (APPROXIMATELY 400 CHILDREN).-$16,653
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WESLEY ALTERCo-President-$0--
MICHELLE SALLANSCo-President-$0--
STACY BENEFIELDCo-Treasurer-$0--
RACHEL TRAFFORDCo-Treasurer-$0--
ALLIE BARTHSecretary-$0--
RACHEL STRANDHCo-Comm. COO-$0--
ELIZABETH PAGELSCo-Comm. COO-$0--
EMILY STRAIGHTIFFCo-Vlntr COO-$0--
JORDAN ZARWELCo-Vlntr COO-$0--
CAILTIN BORLANDCo-Fundraisi-$0--
LYNSIE STEELECo-Fundraisi-$0--
JILL EVANSCo-Outreach-$0--
ALEXANDRA MAROLDCo-Outreach-$0--
MAIRI TOWNSENDCo-Events-$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
Rachel Trafford
Title
Co-treasurer
Phone
4342939304
Signed
2024-08-15
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

Miscellaneous 38,484 total 38,484

Form 990-ez, Part I, Line 16

Expenses classroom fund 16,653 community outreach 198 cultural programs & assem 700 parent council 545 principal's fund 518 pto administration 2,925 special projects and requ 14,168 staff appreciation 1,990 volunteer recognition 279 pto website 344 enrichment 970 5th grade expense 405 total 39,695

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 Appendix178 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/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt132.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt130
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0WESLEY ALTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICHELLE SALLANS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STACY BENEFIELD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RACHEL TRAFFORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ALLIE BARTH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5RACHEL STRANDH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ELIZABETH PAGELS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7EMILY STRAIGHTIFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JORDAN ZARWEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9CAILTIN BORLAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10LYNSIE STEELE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11JILL EVANS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12ALEXANDRA MAROLD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13MAIRI TOWNSEND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CO-TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CO-TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5CO-COMM. COO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6CO-COMM. COO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7CO-VLNTR COO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8CO-VLNTR COO
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10CO-FUNDRAISI
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13CO-EVENTS
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt039695
IRS990EZ/OtherRevenueTotalAmt038484
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/ProgramServiceRevenueAmt013257
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IRS990EZ/TotalProgramServiceExpensesAmt037560
IRS990EZ/TotalRevenueAmt064890
IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt06961
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IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt016938
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISCELLANEOUS 38,484 TOTAL 38,484
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES CLASSROOM FUND 16,653 COMMUNITY OUTREACH 198 CULTURAL PROGRAMS & ASSEM 700 PARENT COUNCIL 545 PRINCIPAL'S FUND 518 PTO ADMINISTRATION 2,925 SPECIAL PROJECTS AND REQU 14,168 STAFF APPRECIATION 1,990 VOLUNTEER RECOGNITION 279 PTO WEBSITE 344 ENRICHMENT 970 5TH GRADE EXPENSE 405 TOTAL 39,695
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/BuildTS02024-08-08 14:25:15Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0RACHEL TRAFFORD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04342939304
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IVY ELEMENTARY SCHOOL PARENT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TEACHER ORGANIZATION
ReturnHeader/Filer/BusinessNameControlTxt0IVYE
ReturnHeader/Filer/EIN0541997291
ReturnHeader/Filer/PhoneNum04342939304
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLOTTESVILLE
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ReturnHeader/PreparerPersonGrp/PhoneNum04349717255
ReturnHeader/PreparerPersonGrp/PreparationDt02024-09-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTINA MONFALCONE CPA
ReturnHeader/ReturnTs02024-09-09T12:57:43-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2024Detailed filing. Detailed filing data is available for this year.$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