Civic Intelligence

Ivy Elementary School Parent Teacher Organization

990EZ • Fiscal year 2021 • EIN 54-1997291

Jul 01, 2020 to Jun 30, 2021 • Filed on May 16, 2022

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

70th percentile

26%

Higher net margin than 70% 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

79th percentile

47%

Faster asset growth than 79% of similar nonprofits.

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

Revenue Growth

34th percentile

-15%

Faster revenue growth than 34% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$13,298

Up $4,249 (+47%) from 2020

Net Assets

Up

$13,298

Up $4,249 (+47%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin70th percentile

Revenue

Down

$16,594

Down $2,918 (-15%) from 2020

Expenses

Down

$12,345

Down $46,222 (-79%) from 2020

Net Income

Up

$4,249

Up $43,304 (+111%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth79th 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

2021

Assets$13,298
Liabilities-
Net Assets$13,298
Open 2021 Filing

Operations Trend

Revenue Growth34th 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

2021

Revenue$16,594
Expenses$12,345
Net Income$4,249
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 16, 2022
Return Version
2020v4.0
Gross Receipts
$16,938
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.-$5,959
THE ORGANIZATION PROVIDES EDUCATION MATERIALS, CLASSROOM SUPPLIES AND EQUIPMENT THAT BENEFIT STUDENTS ATTENDING MERIWETHER LEWIS ELEMENTARY SCHOOL (APPROXIMATELY 400 CHILDREN).-$5,694
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LYNSIE STEELEPresidentPT$0--
SOLEDAD MONTESVice PresidePT$0--
SUMMER GRUBERTreasurerPT$0--
BRIDGID EVERSOLESecretary-$0--
EVAN JONESComm. CoordiPT$0--
LYNDSEY CAINVlntr Coordi-$0--
Filing and Contact Details

Filer

Filer Name
Meriwether Lewis Parent Teacher
EIN
54-1997291
Phone
4342939304
Address
1610 OWENSVILLE ROAD, CHARLOTTESVILLE, VA 22901

Signing Officer

Name
Summer Gruber
Title
Treasurer
Phone
2529167205
Signed
2022-05-16
Discuss with paid preparer
Yes

Preparer

Firm
Monfalcone & Garris Pc
Address
1140 EAST MARKET STREET, CHARLOTTESVILLE, VA 22902
Preparer
Christina Monfalcone CPA
Phone
4349717255
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses social media 288 702 classroom fund 5,694 community outreach 82 cultural programs & assem 983 pto administration 951 staff appreciation 3,528 total 12,228”

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 Appendix150 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0LYNSIE STEELE
CompensationExplanation/CompensationExplanationGrp/PersonNm1SOLEDAD MONTES
CompensationExplanation/CompensationExplanationGrp/PersonNm2SUMMER GRUBER
CompensationExplanation/CompensationExplanationGrp/PersonNm3BRIDGID EVERSOLE
CompensationExplanation/CompensationExplanationGrp/PersonNm4EVAN JONES
CompensationExplanation/CompensationExplanationGrp/PersonNm5LYNDSEY CAIN
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/BOYAmt09049
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt013298
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt06961
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04249
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt09049
IRS990EZ/Form990TotalAssetsGrp/EOYAmt013298
IRS990EZ/FundraisingGrossIncomeAmt09977
IRS990EZ/GrossReceiptsAmt016938
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt09049
IRS990EZ/NetAssetsOrFundBalancesEOYAmt013298
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt09049
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt013298
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
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/OtherExpensesTotalAmt012228
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/PrintingPublicationsPostageAmt0117
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/ProgramServiceExpensesAmt05959
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15694
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0344
IRS990EZ/SpecialEventsNetIncomeLossAmt09633
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt012345
IRS990EZ/TotalProgramServiceExpensesAmt011653
IRS990EZ/TotalRevenueAmt016594
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt06961
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt013062
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt013304
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt033327
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt09977
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt082280
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt096407
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0126460
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0315124
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0348451
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt016938
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt095342
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0109711
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0126460
IRS990ScheduleA/Total509Grp/TotalAmt0348451
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt016938
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt095342
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0109711
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0126460
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0348451
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES SOCIAL MEDIA 288 702 CLASSROOM FUND 5,694 COMMUNITY OUTREACH 82 CULTURAL PROGRAMS & ASSEM 983 PTO ADMINISTRATION 951 STAFF APPRECIATION 3,528 TOTAL 12,228
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO 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 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUMMER GRUBER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02529167205
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MERIWETHER LEWIS PARENT TEACHER
ReturnHeader/Filer/BusinessNameControlTxt0MERI
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/PreparerFirmGrp/PreparerFirmEIN0541742277
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MONFALCONE & GARRIS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01140 EAST MARKET STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLOTTESVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd022902
ReturnHeader/PreparerPersonGrp/PhoneNum04349717255
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTINA MONFALCONE CPA
ReturnHeader/ReturnTs02022-05-16T21:24:50-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SUMMER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GRUBER
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
$13,298
Liabilities
-
Net assets
$13,298
Revenue
$16,594
Expenses
$12,345
Net income
$4,249
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
2021Detailed filing. Detailed filing data is available for this year.$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