Civic Intelligence

Lb Morris PTA

990EZ • Fiscal year 2015 • EIN 16-1704757

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 13, 2015

8 Acorn LaneJim Thorpe, PA 18229

(570) 732-4145

Siviq Scores

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

Liabilities / Assets

54th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

54th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

58th percentile

6.7%

Higher net margin than 58% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2015

Asset Growth

65th percentile

12%

Faster asset growth than 65% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

28th percentile

-15%

Faster revenue growth than 28% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$14,174

Up $1,476 (+12%) from 2014

Net Assets

Up

$14,174

Up $1,476 (+12%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$22,025

Down $3,938 (-15%) from 2014

Expenses

Up

$20,549

Up $1,275 (+6.6%) from 2014

Net Income

Down

$1,476

Down $5,213 (-78%) from 2014

Historical Trend

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2010: $23,938Liabilities 2010: $02010Assets 2011: $18,068Liabilities 2011: $02011Assets 2012: $5,154Liabilities 2012: $02012Assets 2013: $6,009Liabilities 2013: $0Net Assets 2013: $6,0092013Assets 2014: $12,698Liabilities 2014: $0Net Assets 2014: $12,6982014Assets 2015: $14,174Liabilities 2015: $0Net Assets 2015: $14,1742015Assets 2016: $2,654Liabilities 2016: $0Net Assets 2016: $2,6542016Assets 2017: $1,566Liabilities 2017: $0Net Assets 2017: $1,5662017Assets 2018: $3,610Liabilities 2018: $0Net Assets 2018: $3,6102018Assets 2019: $10,506Liabilities 2019: $216Net Assets 2019: $10,2902019Assets 2020: $17,455Liabilities 2020: $0Net Assets 2020: $17,4552020Assets 2021: $16,900Liabilities 2021: $0Net Assets 2021: $16,9002021Assets 2022: $11,613Liabilities 2022: $0Net Assets 2022: $11,6132022Assets 2023: $13,375Liabilities 2023: $0Net Assets 2023: $13,3752023

Highlighted filing

2015

Assets$14,174
Liabilities$0
Net Assets$14,174

Operations Trend

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

$40K$20K$0-$20KRevenue 2010: $22,986Expenses 2010: $15,171Net Income 2010: $7,8152010Revenue 2011: $16,142Expenses 2011: $22,012Net Income 2011: -$5,8702011Revenue 2012: $17,705Expenses 2012: $30,619Net Income 2012: -$12,9142012Revenue 2013: $18,033Expenses 2013: $17,178Net Income 2013: $8552013Revenue 2014: $25,963Expenses 2014: $19,274Net Income 2014: $6,6892014Revenue 2015: $22,025Expenses 2015: $20,549Net Income 2015: $1,4762015Revenue 2016: $18,321Expenses 2016: $29,841Net Income 2016: -$11,5202016Revenue 2017: $21,051Expenses 2017: $22,139Net Income 2017: -$1,0882017Revenue 2018: $15,405Expenses 2018: $13,361Net Income 2018: $2,0442018Revenue 2019: $20,457Expenses 2019: $13,777Net Income 2019: $6,6802019Revenue 2020: $20,339Expenses 2020: $13,174Net Income 2020: $7,1652020Revenue 2021: $1,643Expenses 2021: $2,198Net Income 2021: -$5552021Revenue 2022: $13,972Expenses 2022: $19,259Net Income 2022: -$5,2872022Revenue 2023: $19,494Expenses 2023: $17,732Net Income 2023: $1,7622023

Highlighted filing

2015

Revenue$22,025
Expenses$20,549
Net Income$1,476
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 13, 2015
Return Version
2014v5.0
Gross Receipts
$71,539
Mission and Program Overview

Mission

Helping Students and Schools

Program Services

DescriptionGrantsExpenses
Class Trips-$5,819
Student Enrichment-$5,731
Other program services-$3,054
Assemblies-$1,390
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Julie RenodeTreasurerPT$0--
Cathy SeachristVice PresidentPT$0--
Renee MarciantePresidentPT$0--
Cheryl BartholomewSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraisers$44,915$44,915-$44,915
Bookfair$13,216$13,216-$13,216
Total Events$70,405$70,405-$70,405
Filing and Contact Details

Filer

Filer Name
LB Morris PTA
EIN
16-1704757
Address
8 Acorn Lane, Jim Thorpe, PA 18229

Signing Officer

Name
Julie Renode
Title
Treasurer
Phone
5707324145
Signed
2015-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Fast Tax of NEPA Inc
Address
PO Box 1748, Albrightsville, PA 18210
Preparer
Michele Bubar
Phone
5703253438
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

Activity Assemblies Amount 1,390Activity Class Trips Amount 5,819Activity Student Enrichment Amount 5,731Activity Program Expenses Amount 3,054

Description of other expenses Part I line 16

Description AmountBank Service Charges 90Convention Expenses 155Insurance 420Membership Expense 595Miscellaneous Expenses 794Supplies 452Licenses and Permits 225Student Teacher Gifts 394Travel Expense 1,430

Other program services Part III line 31

Miscellaneous program service expenses

Raw XML Appendix184 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/PersonNm0Julie Renode
IRS990EZ/BooksInCareOfDetail/PhoneNum05707324145
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt08 Acorn Lane
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Jim Thorpe
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd018229
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt012698
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt014174
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0120
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01476
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/LandAndBuildingsGrp/BOYAmt00
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01035
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt012698
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Julie Renode
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Cathy Seachrist
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Renee Marciante
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Cheryl Bartholomew
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt04555
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Helping Students and Schools
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Assemblies
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Class Trips
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Student Enrichment
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Other program services
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01390
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15819
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt25731
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt33054
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt049514
IRS990EZ/SpecialEventsNetIncomeLossAmt020858
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt020549
IRS990EZ/TotalProgramServiceExpensesAmt015994
IRS990EZ/TotalRevenueAmt022025
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01155
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01964
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0760
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0416
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0732
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt05027
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt012
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt09
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt08
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt012
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt042
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt083
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt070373
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt076366
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt074929
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt058473
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt064372
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0344513
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt012
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt09
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt08
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt012
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt042
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt083
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00050
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt0160
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0160
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99930
IRS990ScheduleA/PublicSupportPY509Pct00.99900
IRS990ScheduleA/PublicSupportTotal509Amt0349540
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt071528
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt078330
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt075689
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt058889
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt065104
IRS990ScheduleA/Total509Grp/TotalAmt0349540
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt071540
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt078339
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt075697
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt059061
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt065146
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0349783
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fundraisers
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Bookfair
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt044915
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt013216
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt012274
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt070405
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt044915
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt013216
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt012274
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt070405
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt070405
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Assemblies Amount 1,390Activity Class Trips Amount 5,819Activity Student Enrichment Amount 5,731Activity Program Expenses Amount 3,054
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountBank Service Charges 90Convention Expenses 155Insurance 420Membership Expense 595Miscellaneous Expenses 794Supplies 452Licenses and Permits 225Student Teacher Gifts 394Travel Expense 1,430
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Miscellaneous program service expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other program services Part III line 31
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Julie Renode
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05707324145
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LB Morris PTA
ReturnHeader/Filer/BusinessNameControlTxt0LBMO
ReturnHeader/Filer/EIN0161704757
ReturnHeader/Filer/USAddress/AddressLine1Txt08 Acorn Lane
ReturnHeader/Filer/USAddress/CityNm0Jim Thorpe
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd018229
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0743104860
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Fast Tax of NEPA Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 1748
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Albrightsville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd018210
ReturnHeader/PreparerPersonGrp/PhoneNum05703253438
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michele Bubar
ReturnHeader/ReturnTs02015-11-13T13:50:25-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$13.4$0.00$13.4$19.5$17.7$1.76
2022Detailed filing. Detailed filing data is available for this year.$11.6$0.00$11.6$14.0$19.3$5.29
2021Detailed filing. Detailed filing data is available for this year.$16.9$0.00$16.9$1.64$2.20$0.56
2020Detailed filing. Detailed filing data is available for this year.$17.5$0.00$17.5$20.3$13.2$7.17
2019Detailed filing. Detailed filing data is available for this year.$10.5$0.22$10.3$20.5$13.8$6.68
2018Detailed filing. Detailed filing data is available for this year.$3.61$0.00$3.61$15.4$13.4$2.04
2017Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$21.1$22.1$1.09
2016Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$18.3$29.8$11.5
2015Detailed filing. Detailed filing data is available for this year.$14.2$0.00$14.2$22.0$20.5$1.48
2014Detailed filing. Detailed filing data is available for this year.$12.7$0.00$12.7$26.0$19.3$6.69
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.01$0.00$6.01$18.0$17.2$0.86
2012Summary only. Only limited summary data is available for this year.$5.15$0.00$17.7$30.6$12.9
2011Summary only. Only limited summary data is available for this year.$18.1$0.00$16.1$22.0$5.87
2010Summary only. Only limited summary data is available for this year.$23.9$0.00$23.0$15.2$7.82