Civic Intelligence

Lb Morris PTA

990EZ • Fiscal year 2020 • EIN 16-1704757

Jul 01, 2019 to Jun 30, 2020 • Filed on Feb 23, 2021

Organization ProfileN/A
150 West 10th StreetJim Thorpe, PA 18229

(570) 325-2703

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

53rd percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

82nd percentile

35%

Higher net margin than 82% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

84th percentile

66%

Faster asset growth than 84% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

63rd percentile

-0.6%

Faster revenue growth than 63% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Up

$17,455

Up $6,949 (+66%) from 2019

Net Assets

Up

$17,455

Up $7,165 (+70%) from 2019

Liabilities

Down

$0

Down $216 (-100%) from 2019

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin82nd percentile

Revenue

Down

$20,339

Down $118 (-0.6%) from 2019

Expenses

Down

$13,174

Down $603 (-4.4%) from 2019

Net Income

Up

$7,165

Up $485 (+7.3%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

2020

Assets$17,455
Liabilities$0
Net Assets$17,455
Open 2020 Filing

Operations Trend

Revenue Growth63rd percentile

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

2020

Revenue$20,339
Expenses$13,174
Net Income$7,165
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Feb 23, 2021
Return Version
2019v5.1
Gross Receipts
$43,721
Mission and Program Overview

Mission

Helping Students and Schools

Program Services

DescriptionGrantsExpenses
Student Enrichment-$7,210
Staff Enrichment-$1,469
Assemblies-$1,195
Other program services-$668
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nicole HeydtTreasurerPT$0--
Heather MullenVice PresidentPT$0--
Alicia KlinePresidentPT$0--
Jessica KnollsSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Bookfair----
Otis----
Filing and Contact Details

Filer

Filer Name
LB Morris PTA
EIN
16-1704757
Address
150 West 10th Street, Jim Thorpe, PA 18229

Signing Officer

Name
Jessica Knolls
Title
Treasurer
Phone
6316555234
Signed
2021-02-23
Discuss with paid preparer
No

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 1,195Activity Staff Enrichment Amount 1,469Activity Student Enrichment Amount 7,210Activity Program Expenses Amount 668”

Description of other expenses Part I line 16

“Description AmountConferences 825Insurance 405Licenses and Permits 125Meeting Expenses 21Membership Expenses 585Office Supplies 671”

Description of total liabilities Part II line 26

“Category Beginning of Year End of Year7th and 8th Grade 216 0”

Other program services Part III line 31

“Miscellaneous program service expenses”

Raw XML Appendix174 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Nicole Heydt
IRS990EZ/BooksInCareOfDetail/PhoneNum05703252703
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0313 Center Ave
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Jim Thorpe
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd018229
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt010506
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt017455
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt055
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07165
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt010506
IRS990EZ/Form990TotalAssetsGrp/EOYAmt017455
IRS990EZ/FundraisingGrossIncomeAmt042509
IRS990EZ/GrantsAndSimilarAmountsPaidAmt010542
IRS990EZ/GrossReceiptsAmt043721
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt07
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01150
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt010290
IRS990EZ/NetAssetsOrFundBalancesEOYAmt017455
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt010290
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt017455
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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/PersonNm0Nicole Heydt
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Heather Mullen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Alicia Kline
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jessica Knolls
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/OtherExpensesTotalAmt02632
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Helping Students and Schools
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Assemblies
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Staff Enrichment
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Student Enrichment
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Other program services
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01195
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11469
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt27210
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt3668
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt023382
IRS990EZ/SpecialEventsNetIncomeLossAmt019127
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0216
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt013174
IRS990EZ/TotalProgramServiceExpensesAmt010542
IRS990EZ/TotalRevenueAmt020339
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01205
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01180
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01582
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01263
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01749
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt06979
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt08
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt06
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt010
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt029
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt042509
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt068781
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt067312
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt063131
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt073577
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0315310
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt08
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt06
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt010
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt029
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt0322289
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt043714
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt069961
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt068894
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt064394
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt075326
IRS990ScheduleA/Total509Grp/TotalAmt0322289
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt043714
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt069969
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt068900
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt064399
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt075336
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0322318
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Otis
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Bookfair
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Assemblies Amount 1,195Activity Staff Enrichment Amount 1,469Activity Student Enrichment Amount 7,210Activity Program Expenses Amount 668
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountConferences 825Insurance 405Licenses and Permits 125Meeting Expenses 21Membership Expenses 585Office Supplies 671
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of Year7th and 8th Grade 216 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Miscellaneous 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/FormAndLineReferenceDesc2Description of total liabilities Part II line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other program services Part III line 31
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Jessica Knolls
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06316555234
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-02-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LB Morris PTA
ReturnHeader/Filer/BusinessNameControlTxt0LBMO
ReturnHeader/Filer/EIN0161704757
ReturnHeader/Filer/USAddress/AddressLine1Txt0150 West 10th Street
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/ReturnTs02021-02-23T10:35:03-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,455
Liabilities
$0
Net assets
$17,455
Revenue
$20,339
Expenses
$13,174
Net income
$7,165
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