Civic Intelligence

Owen J Roberts Education Assoc

990EZ • Fiscal year 2018 • EIN 20-0336344

Sep 01, 2017 to Aug 31, 2018 • Filed on Dec 21, 2018

Organization ProfileN/A
1309 Foxmeadow CircleRoyersford, PA 19468

(610) 970-5402

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

20th percentile

-8.4%

Higher net margin than 20% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Source year 2018

Top Officer Pay

71st percentile

$7,056

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 13.0% of source-year revenue.

2018 filings • 501(c)5 • <$500k nonprofits • Source year 2018

Asset Growth

27th percentile

-5.1%

Faster asset growth than 27% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

66th percentile

5.2%

Faster revenue growth than 66% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$84,205

Down $4,521 (-5.1%) from 2017

Net Assets

Down

$84,205

Down $4,521 (-5.1%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin20th percentile

Revenue

Up

$54,142

Up $2,679 (+5.2%) from 2017

Expenses

Up

$58,663

Up $10,721 (+22%) from 2017

Net Income

Down

-$4,521

Down $8,042 (-228%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$150K$100K$50K$0Assets 2011: $43,116Liabilities 2011: $02011Assets 2012: $57,298Net Assets 2012: $57,2982012Assets 2013: $58,024Net Assets 2013: $58,0242013Assets 2014: $67,976Net Assets 2014: $67,9762014Assets 2015: $77,771Net Assets 2015: $77,7712015Assets 2016: $85,205Net Assets 2016: $85,2052016Assets 2017: $88,726Net Assets 2017: $88,7262017Assets 2018: $84,205Net Assets 2018: $84,2052018Assets 2019: $88,968Net Assets 2019: $88,9682019Assets 2020: $101,470Net Assets 2020: $101,4702020Assets 2021: $106,454Net Assets 2021: $106,4542021Assets 2022: $114,370Net Assets 2022: $114,3702022Assets 2023: $121,835Net Assets 2023: $121,8352023Assets 2025: $133,040Net Assets 2025: $133,0402025

Highlighted filing

2018

Assets$84,205
Liabilities-
Net Assets$84,205
Open 2018 Filing

Operations Trend

Revenue Growth66th percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2011: $52,607Expenses 2011: $40,759Net Income 2011: $11,8482011Revenue 2012: $58,831Expenses 2012: $44,649Net Income 2012: $14,1822012Revenue 2013: $51,612Expenses 2013: $50,886Net Income 2013: $7262013Revenue 2014: $54,444Expenses 2014: $44,492Net Income 2014: $9,9522014Revenue 2015: $52,500Expenses 2015: $42,705Net Income 2015: $9,7952015Revenue 2016: $55,204Expenses 2016: $47,770Net Income 2016: $7,4342016Revenue 2017: $51,463Expenses 2017: $47,942Net Income 2017: $3,5212017Revenue 2018: $54,142Expenses 2018: $58,663Net Income 2018: -$4,5212018Revenue 2019: $54,659Expenses 2019: $49,896Net Income 2019: $4,7632019Revenue 2020: $52,159Expenses 2020: $39,657Net Income 2020: $12,5022020Revenue 2021: $65,522Expenses 2021: $60,538Net Income 2021: $4,9842021Revenue 2022: $65,966Expenses 2022: $58,050Net Income 2022: $7,9162022Revenue 2023: $68,793Expenses 2023: $61,328Net Income 2023: $7,4652023Revenue 2025: $69,593Expenses 2025: $65,031Net Income 2025: $4,5622025

Highlighted filing

2018

Revenue$54,142
Expenses$58,663
Net Income-$4,521
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2017 to Aug 31, 2018
Signed
Dec 21, 2018
Return Version
2017v2.2
Gross Receipts
$54,142
Mission and Program Overview

Mission

Furthering education in Owen J Roberts School District

Program Services

DescriptionGrantsExpenses
National and State conventions$18,775-
Negotiations$380-
Compensation and Service Providers
Top Officer Pay71st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHEN RAUGHTPresidentPT$7,056-$7,056
KARIN SUZADAILDirectorPT$3,300-$3,300
MARK DEFUSCOVice President-$3,087-$3,087
JOHN SANDSTreasurer-$3,010-$3,010
TERRI LAMISONVice President-$3,010-$3,010
SETH LUCASSecretary-$2,205-$2,205
Filing and Contact Details

Filer

Filer Name
Owen J Roberts Education Assoc
EIN
20-0336344
Phone
6109705402
Address
1309 FOXMEADOW CIRCLE, ROYERSFORD, PA 19468

Signing Officer

Name
Stephen Raught
Title
President
Signed
2018-12-21
Discuss with paid preparer
Yes

Preparer

Firm
Cohen Engel & Co
Address
261 OLD YORK ROAD - SUITE 615, JENKINTOWN, PA 19046
Preparer
Gerald L Albert
Phone
2158861150
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $1303”

Other Expenses.1007

“Conferences, Conventions, and Meetings $18775”

Other Expenses.1

“Tributes and donations $3321”

Other Expenses.2

“PUBLIC RELATIONS $2839”

Other Expenses.3

“Member assistance fund $874”

Other Expenses.4

“Negotiation $380”

Raw XML Appendix123 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/PersonNm0JOHN SANDS
IRS990EZ/BooksInCareOfDetail/PhoneNum06102830927
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01309 FOXMEADOW CIRCLE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ROYERSFORD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd019468
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt088726
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt084205
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02097
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4521
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01600
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt088726
IRS990EZ/Form990TotalAssetsGrp/EOYAmt084205
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt054142
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0600
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt051445
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt088726
IRS990EZ/NetAssetsOrFundBalancesEOYAmt084205
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt088726
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt084205
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt08.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt56.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt07056
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt13010
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt23010
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt33087
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt42205
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt53300
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STEPHEN RAUGHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOHN SANDS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TERRI LAMISON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARK DEFUSCO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SETH LUCAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KARIN SUZADAIL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt027492
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Furthering education in Owen J Roberts School District
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0National and State conventions
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Negotiations
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt018775
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt1380
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt029571
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt058663
IRS990EZ/TotalProgramServiceExpensesAmt019155
IRS990EZ/TotalRevenueAmt054142
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $1303
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, Conventions, and Meetings $18775
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Tributes and donations $3321
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PUBLIC RELATIONS $2839
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Member assistance fund $874
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Negotiation $380
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN RAUGHT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-12-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OWEN J ROBERTS EDUCATION ASSOC
ReturnHeader/Filer/BusinessNameControlTxt0OWEN
ReturnHeader/Filer/EIN0200336344
ReturnHeader/Filer/PhoneNum06109705402
ReturnHeader/Filer/USAddress/AddressLine1Txt01309 FOXMEADOW CIRCLE
ReturnHeader/Filer/USAddress/CityNm0ROYERSFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019468
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232866384
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COHEN ENGEL & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0261 OLD YORK ROAD - SUITE 615
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JENKINTOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019046
ReturnHeader/PreparerPersonGrp/PhoneNum02158861150
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GERALD L ALBERT
ReturnHeader/ReturnTs02018-12-21T07:52:53-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-09-01
ReturnHeader/TaxPeriodEndDt02018-08-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$84,205
Liabilities
-
Net assets
$84,205
Revenue
$54,142
Expenses
$58,663
Net income
-$4,521
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.33$1.33$0.70$0.65$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.22$1.22$0.69$0.61$0.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.14$1.14$0.66$0.58$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.06$1.06$0.66$0.61$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.01$1.01$0.52$0.40$0.13
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.89$0.89$0.55$0.50$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.84$0.84$0.54$0.59$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.89$0.89$0.51$0.48$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.85$0.85$0.55$0.48$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.78$0.78$0.53$0.43$0.10
2014Detailed filing. Detailed filing data is available for this year.$0.68$0.68$0.54$0.44$0.10
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.58$0.58$0.52$0.51$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.57$0.57$0.59$0.45$0.14
2011Summary only. Only limited summary data is available for this year.$0.43$0.00$0.53$0.41$0.12