Civic Intelligence

Paoli Business and Professional Association

990EZ • Fiscal year 2016 • EIN 02-0569145

Sep 01, 2015 to Aug 31, 2016 • Filed on Jan 10, 2017

Organization ProfileWWW.PAOLIBUSINESS.COM
PO Box 550Paoli, PA 19301

(610) 725-8456

Siviq Scores

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

Liabilities / Assets

46th percentile

0.00x

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

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

46th percentile

0.00x

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

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Net Margin

85th percentile

21%

Higher net margin than 85% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

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

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Asset Growth

94th percentile

71%

Faster asset growth than 94% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

99th percentile

222%

Faster revenue growth than 99% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets46th percentile

Assets

Up

$24,346

Up $10,107 (+71%) from 2015

Net Assets

Up

$24,346

Up $10,107 (+71%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue46th percentileNet Margin85th percentile

Revenue

Up

$47,823

Up $32,994 (+222%) from 2015

Expenses

Up

$37,716

Up $22,026 (+140%) from 2015

Net Income

Up

$10,107

Up $10,968 (+1274%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

$40K$30K$20K$10K$0Assets 2012: $12,124Liabilities 2012: $02012Assets 2013: $17,035Liabilities 2013: $02013Assets 2014: $15,100Liabilities 2014: $0Net Assets 2014: $15,1002014Assets 2015: $14,239Liabilities 2015: $0Net Assets 2015: $14,2392015Assets 2016: $24,346Liabilities 2016: $0Net Assets 2016: $24,3462016Assets 2017: $16,498Liabilities 2017: $0Net Assets 2017: $16,4982017Assets 2018: $26,892Liabilities 2018: $0Net Assets 2018: $26,8922018Assets 2019: $31,093Liabilities 2019: $0Net Assets 2019: $31,0932019Assets 2020: $25,856Liabilities 2020: $0Net Assets 2020: $25,8562020Assets 2021: $14,779Liabilities 2021: $0Net Assets 2021: $14,7792021Assets 2022: $19,639Liabilities 2022: $0Net Assets 2022: $19,6392022Assets 2023: $20,833Liabilities 2023: $0Net Assets 2023: $20,8332023Assets 2024: $36,614Net Assets 2024: $36,6142024Assets 2025: $36,754Net Assets 2025: $36,7542025

Highlighted filing

2016

Assets$24,346
Liabilities$0
Net Assets$24,346
Open 2016 Filing

Operations Trend

Revenue Growth99th percentile

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

$60K$40K$20K$0-$20KRevenue 2012: $14,539Expenses 2012: $12,002Net Income 2012: $2,5372012Revenue 2013: $19,859Expenses 2013: $14,948Net Income 2013: $4,9112013Revenue 2014: $25,393Expenses 2014: $27,703Net Income 2014: -$2,3102014Revenue 2015: $14,829Expenses 2015: $15,690Net Income 2015: -$8612015Revenue 2016: $47,823Expenses 2016: $37,716Net Income 2016: $10,1072016Revenue 2017: $13,166Expenses 2017: $21,014Net Income 2017: -$7,8482017Revenue 2018: $37,589Expenses 2018: $27,195Net Income 2018: $10,3942018Revenue 2019: $28,667Expenses 2019: $24,466Net Income 2019: $4,2012019Revenue 2020: $10,996Expenses 2020: $16,233Net Income 2020: -$5,2372020Revenue 2021: $917Expenses 2021: $11,994Net Income 2021: -$11,0772021Revenue 2022: $30,904Expenses 2022: $26,044Net Income 2022: $4,8602022Revenue 2023: $33,025Expenses 2023: $31,823Net Income 2023: $1,2022023Revenue 2024: $30,103Expenses 2024: $18,414Net Income 2024: $11,6892024Revenue 2025: $23,285Expenses 2025: $23,145Net Income 2025: $1402025

Highlighted filing

2016

Revenue$47,823
Expenses$37,716
Net Income$10,107
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2015 to Aug 31, 2016
Signed
Jan 10, 2017
Return Version
2015v3.0
Gross Receipts
$47,823
Mission and Program Overview

Mission

To promote, grow & sustain a diverse and healthy businees community.

Program Services

DescriptionGrantsExpenses
PAOLI VETERANS MEMORIAL$1,900$0
PAOLI BLUES FEST$1,000$0
FRONT PORCH TRUST$500$0
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRAD ZERRPresident-$0--
BETH MANLEYVP-$0--
MICHAEL PACKARDVP-$0--
BILL TICKNERVP-$0--
LINDA GOLDSTEINSecretary-$0--
KAREN LANDERTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Paoli Business & Professional
EIN
02-0569145
Phone
6107258456
Address
PO BOX 550, PAOLI, PA 19301

Signing Officer

Name
Karen Lander
Title
Treasurer
Phone
6104080885
Signed
2017-01-10
Discuss with paid preparer
Yes

Preparer

Firm
Diserafino Quinn & Co LLC
Address
41 PAOLI PLAZA SUITE C, PAOLI, PA 19301
Preparer
Robert S Diserafino Jr CPA
Phone
6106447052
Supplemental Narrative

Additional Explanations

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

“Description: event income. Amount: 27,518. Description: speacial events. Amount: 714. Description: money market. Amount: 10. Description: banner income. Amount: 10,750. Total to form 990-ez, line 8: 38,992.”

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

“Description: event expenses. Amount: 22,481. Description: advertising expense. Amount: 1,218. Description: insurance expense. Amount: 1,231. Description: office expense. Amount: 99. Description: meeting/lunches. Amount: 1,484. Description: website. Amount: 1,211. Description: paypal fees. Amount: 284. Description: storage locker rental. Amount: 532. Description: quickbooks online expense. Amount: 171. Description: banners expense. Amount: 3,292. Description: bid expense. Amount: 391. Total to form 990-ez, line 16: 32,394.”

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

“Description: undeposited funds. Beg. Of year amount: 457. End of year amount: 0.”

Raw XML Appendix135 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/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0KAREN LANDER
IRS990EZ/BooksInCareOfDetail/PhoneNum06104080885
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 550
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PAOLI
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd019301
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt013782
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt024346
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt010107
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt015
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt014239
IRS990EZ/Form990TotalAssetsGrp/EOYAmt024346
IRS990EZ/GrantsAndSimilarAmountsPaidAmt04200
IRS990EZ/GrossReceiptsAmt047823
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt08831
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt014239
IRS990EZ/NetAssetsOrFundBalancesEOYAmt024346
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt014239
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt024346
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BRAD ZERR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BETH MANLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MICHAEL PACKARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BILL TICKNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LINDA GOLDSTEIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KAREN LANDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0457
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt032394
IRS990EZ/OtherRevenueTotalAmt038992
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE, GROW & SUSTAIN A DIVERSE AND HEALTHY BUSINEES COMMUNITY.
IRS990EZ/PrintingPublicationsPostageAmt01107
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PAOLI VETERANS MEMORIAL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PAOLI BLUES FEST
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2FRONT PORCH TRUST
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01900
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt11000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt2500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt20
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0PA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt037716
IRS990EZ/TotalRevenueAmt047823
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.PAOLIBUSINESS.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: EVENT INCOME. AMOUNT: 27,518. DESCRIPTION: SPEACIAL EVENTS. AMOUNT: 714. DESCRIPTION: MONEY MARKET. AMOUNT: 10. DESCRIPTION: BANNER INCOME. AMOUNT: 10,750. TOTAL TO FORM 990-EZ, LINE 8: 38,992.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: EVENT EXPENSES. AMOUNT: 22,481. DESCRIPTION: ADVERTISING EXPENSE. AMOUNT: 1,218. DESCRIPTION: INSURANCE EXPENSE. AMOUNT: 1,231. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 99. DESCRIPTION: MEETING/LUNCHES. AMOUNT: 1,484. DESCRIPTION: WEBSITE. AMOUNT: 1,211. DESCRIPTION: PAYPAL FEES. AMOUNT: 284. DESCRIPTION: STORAGE LOCKER RENTAL. AMOUNT: 532. DESCRIPTION: QUICKBOOKS ONLINE EXPENSE. AMOUNT: 171. DESCRIPTION: BANNERS EXPENSE. AMOUNT: 3,292. DESCRIPTION: BID EXPENSE. AMOUNT: 391. TOTAL TO FORM 990-EZ, LINE 16: 32,394.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: UNDEPOSITED FUNDS. BEG. OF YEAR AMOUNT: 457. 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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KAREN LANDER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06104080885
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PAOLI BUSINESS & PROFESSIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0PAOL
ReturnHeader/Filer/EIN0020569145
ReturnHeader/Filer/PhoneNum06107258456
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 550
ReturnHeader/Filer/USAddress/CityNm0PAOLI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019301
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232921855
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DISERAFINO QUINN & CO LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt041 PAOLI PLAZA SUITE C
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PAOLI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019301
ReturnHeader/PreparerPersonGrp/PhoneNum06106447052
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT S DISERAFINO JR CPA
ReturnHeader/ReturnTs02017-01-10T08:44:51-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-09-01
ReturnHeader/TaxPeriodEndDt02016-08-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$24,346
Liabilities
$0
Net assets
$24,346
Revenue
$47,823
Expenses
$37,716
Net income
$10,107
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$36.8$36.8$23.3$23.1$0.14
2024Detailed filing. Detailed filing data is available for this year.$36.6$36.6$30.1$18.4$11.7
2023Detailed filing. Detailed filing data is available for this year.$20.8$0.00$20.8$33.0$31.8$1.20
2022Detailed filing. Detailed filing data is available for this year.$19.6$0.00$19.6$30.9$26.0$4.86
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.8$0.00$14.8$0.92$12.0$11.1
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.9$0.00$25.9$11.0$16.2$5.24
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.1$0.00$31.1$28.7$24.5$4.20
2018Detailed filing. Detailed filing data is available for this year.$26.9$0.00$26.9$37.6$27.2$10.4
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.5$0.00$16.5$13.2$21.0$7.85
2016Detailed filing. Detailed filing data is available for this year.$24.3$0.00$24.3$47.8$37.7$10.1
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.2$0.00$14.2$14.8$15.7$0.86
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$15.1$0.00$15.1$25.4$27.7$2.31
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.0$0.00$19.9$14.9$4.91
2012Summary only. Only limited summary data is available for this year.$12.1$0.00$14.5$12.0$2.54