Civic Intelligence

Rodney E Thompson Middle School PTO

990EZ • Fiscal year 2019 • EIN 75-2971075

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 25, 2019

75 Walpole StStafford, VA 22554

(540) 658-6420

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

70th percentile

15%

Higher net margin than 70% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

70th percentile

18%

Faster asset growth than 70% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

15th percentile

-35%

Faster revenue growth than 15% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$9,545

Up $1,427 (+18%) from 2018

Net Assets

$9,545

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$9,788

Down $5,361 (-35%) from 2018

Expenses

Down

$8,361

Down $14,364 (-63%) from 2018

Net Income

Up

$1,427

Up $9,003 (+119%) from 2018

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2011: $29,163Liabilities 2011: $02011Assets 2012: $39,478Liabilities 2012: $02012Assets 2013: $24,608Liabilities 2013: $02013Assets 2015: $12,628Liabilities 2015: $02015Assets 2016: $20,087Liabilities 2016: $0Net Assets 2016: $20,0872016Assets 2017: $15,694Liabilities 2017: $0Net Assets 2017: $15,6942017Assets 2018: $8,118Liabilities 2018: $02018Assets 2019: $9,545Liabilities 2019: $0Net Assets 2019: $9,5452019Assets 2020: $6,640Liabilities 2020: $0Net Assets 2020: $6,6402020Assets 2021: $8,406Liabilities 2021: $0Net Assets 2021: $8,4062021Assets 2022: $8,543Liabilities 2022: $0Net Assets 2022: $8,5432022Assets 2023: $7,454Liabilities 2023: $0Net Assets 2023: $7,4542023Assets 2024: $3,768Liabilities 2024: $0Net Assets 2024: $3,7682024Assets 2025: $8,544Liabilities 2025: $0Net Assets 2025: $8,5442025

Highlighted filing

2019

Assets$9,545
Liabilities$0
Net Assets$9,545

Operations Trend

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

$40K$20K$0-$20KRevenue 2011: $11,611Expenses 2011: $11,884Net Income 2011: -$2732011Revenue 2012: $24,463Expenses 2012: $14,148Net Income 2012: $10,3152012Revenue 2013: $17,381Expenses 2013: $32,251Net Income 2013: -$14,8702013Revenue 2015: $15,907Expenses 2015: $27,899Net Income 2015: -$11,9922015Revenue 2016: $15,017Expenses 2016: $7,558Net Income 2016: $7,4592016Revenue 2017: $15,642Expenses 2017: $20,035Net Income 2017: -$4,3932017Revenue 2018: $15,149Expenses 2018: $22,725Net Income 2018: -$7,5762018Revenue 2019: $9,788Expenses 2019: $8,361Net Income 2019: $1,4272019Revenue 2020: $6,188Expenses 2020: $9,093Net Income 2020: -$2,9052020Revenue 2021: $3,725Expenses 2021: $1,959Net Income 2021: $1,7662021Revenue 2022: $3,559Expenses 2022: $3,422Net Income 2022: $1372022Revenue 2023: $3,205Expenses 2023: $4,294Net Income 2023: -$1,0892023Revenue 2024: $519Expenses 2024: $4,205Net Income 2024: -$3,6862024Revenue 2025: $8,850Expenses 2025: $4,074Net Income 2025: $4,7762025

Highlighted filing

2019

Revenue$9,788
Expenses$8,361
Net Income$1,427
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 25, 2019
Return Version
2018v3.1
Gross Receipts
$26,478
Mission and Program Overview

Mission

To promote and encourage a working unity in our school among students, parents, faculty, and administration.

Program Services

DescriptionGrantsExpenses
TO PROVIDE AND ENCOURAGE A WORKING UNITY IN OUR SCHOOL AMONG STUDENTS, PARENTS, FACULTY AND ADMINISTRATION$0$8,361
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
STACEY BERTOTTIPresidentPT$0--
SUE DICIEMENTEVP-MembershipPT$0--
AMY LAROSEVP-FundraisingFT$0--
AMANDA OMEIDASecretaryPT$0--
MELISSA MIDDLETONTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dances$13,295$13,295$6,968$6,327
Spirit Wear$9,579$9,579$9,251$328
Total Events$25,387$25,387$16,690$8,697
Filing and Contact Details

Filer

Filer Name
Rodney Thompson Middle School Pto
EIN
75-2971075
Phone
5406586420
Address
75 WALPOLE ST, STAFFORD, VA 22554

Signing Officer

Name
Stacey Bertotti
Title
President
Phone
5406586420
Signed
2019-11-25
Discuss with paid preparer
Yes

Preparer

Firm
Bishop Farmer & Co Llp
Address
1207 CHARLES STREET, FREDERICKSBURG, VA 22401
Preparer
Elaine Farmer
Phone
5403738973
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

Description: commissions. Amount: 84.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: bank fees. Amount: 152. Description: school support. Amount: 8,209. Total to form 990-ez, line 16: 8,361.

Form 990-ez, Part II, Line 24 - Other Assets

Description: spirit wear inventory. Beg. Of year amount: 663. End of year amount: 0.

Raw XML Appendix193 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/BooksInCareOfDetail/PhoneNum05406586420
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0STAFFORD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd022554
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt07455
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IRS990EZ/MembershipDuesAmt0985
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STACEY BERTOTTI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SUE DICIEMENTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2AMY LAROSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3AMANDA OMEIDA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MELISSA MIDDLETON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP-MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP-FUNDRAISING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0663
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt08361
IRS990EZ/OtherRevenueTotalAmt084
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE AND ENCOURAGE A WORKING UNITY IN OUR SCHOOL AMONG STUDENTS, PARENTS, FACULTY, AND ADMINISTRATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE AND ENCOURAGE A WORKING UNITY IN OUR SCHOOL AMONG STUDENTS, PARENTS, FACULTY AND ADMINISTRATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt08361
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt016690
IRS990EZ/SpecialEventsNetIncomeLossAmt08697
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt08361
IRS990EZ/TotalProgramServiceExpensesAmt08361
IRS990EZ/TotalRevenueAmt09788
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01092
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03408
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04186
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt04726
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt05453
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt018865
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt025387
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt019769
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt021906
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt017081
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt010454
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt094597
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0113462
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt026479
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt023177
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt026092
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt021807
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt015907
IRS990ScheduleA/Total509Grp/TotalAmt0113462
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt026479
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt023177
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt026092
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt021807
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt015907
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0113462
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt016690
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0DANCES
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SPIRIT WEAR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt013295
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt09579
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt02513
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt025387
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt013295
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt09579
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt02513
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt025387
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt08697
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt0471
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt016690
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06968
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt09251
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt04
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: COMMISSIONS. AMOUNT: 84.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: BANK FEES. AMOUNT: 152. DESCRIPTION: SCHOOL SUPPORT. AMOUNT: 8,209. TOTAL TO FORM 990-EZ, LINE 16: 8,361.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: SPIRIT WEAR INVENTORY. BEG. OF YEAR AMOUNT: 663. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STACEY BERTOTTI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05406586420
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RODNEY THOMPSON MIDDLE SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0RODN
ReturnHeader/Filer/EIN0752971075
ReturnHeader/Filer/PhoneNum05406586420
ReturnHeader/Filer/USAddress/AddressLine1Txt075 WALPOLE ST
ReturnHeader/Filer/USAddress/CityNm0STAFFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd022554
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId09850245351661AA09D2409C9C8313D558F2AD522
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03AD9AD3656F97E89E93439143DF9BCEA41C1DB8C
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.86.50.162
ReturnHeader/FilingSecurityInformation/IPDt02019-11-25
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm010:07:01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0541435778
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BISHOP FARMER & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01207 CHARLES STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FREDERICKSBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd022401
ReturnHeader/PreparerPersonGrp/PhoneNum05403738973
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELAINE FARMER
ReturnHeader/ReturnTs02020-01-21T14:52:53-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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.$8.54$0.00$8.54$8.85$4.07$4.78
2024Detailed filing. Detailed filing data is available for this year.$3.77$0.00$3.77$0.52$4.21$3.69
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.45$0.00$7.45$3.21$4.29$1.09
2022Detailed filing. Detailed filing data is available for this year.$8.54$0.00$8.54$3.56$3.42$0.14
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.41$0.00$8.41$3.73$1.96$1.77
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.64$0.00$6.64$6.19$9.09$2.91
2019Detailed filing. Detailed filing data is available for this year.$9.55$0.00$9.55$9.79$8.36$1.43
2018Summary only. Only limited summary data is available for this year.$8.12$0.00$15.1$22.7$7.58
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.7$0.00$15.7$15.6$20.0$4.39
2016Detailed filing. Detailed filing data is available for this year.$20.1$0.00$20.1$15.0$7.56$7.46
2015Summary only. Only limited summary data is available for this year.$12.6$0.00$15.9$27.9$12.0
2013Summary only. Only limited summary data is available for this year.$24.6$0.00$17.4$32.3$14.9
2012Summary only. Only limited summary data is available for this year.$39.5$0.00$24.5$14.1$10.3
2011Summary only. Only limited summary data is available for this year.$29.2$0.00$11.6$11.9$0.27