Civic Intelligence

Owen J Roberts Education Assoc

990EZ • Fiscal year 2019 • EIN 20-0336344

Sep 01, 2018 to Aug 31, 2019 • Filed on Jan 15, 2020

Organization ProfileN/A
1309 Foxmeadow CircleRoyersford, PA 19468

(610) 283-0927

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

61st percentile

8.7%

Higher net margin than 61% of similar nonprofits.

2019 filings • 501(c)5 • <$500k nonprofits • Source year 2019

Top Officer Pay

72nd percentile

$7,056

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 12.9% of source-year revenue.

2019 filings • 501(c)5 • <$500k nonprofits • Source year 2019

Asset Growth

57th percentile

5.7%

Faster asset growth than 57% of similar nonprofits.

2019 filings • 501(c)5 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

51st percentile

1.0%

Faster revenue growth than 51% of similar nonprofits.

2019 filings • 501(c)5 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$88,968

Up $4,763 (+5.7%) from 2018

Net Assets

Up

$88,968

Up $4,763 (+5.7%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin61st percentile

Revenue

Up

$54,659

Up $517 (+1.0%) from 2018

Expenses

Down

$49,896

Down $8,767 (-15%) from 2018

Net Income

Up

$4,763

Up $9,284 (+205%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth57th 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

2019

Assets$88,968
Liabilities-
Net Assets$88,968
Open 2019 Filing

Operations Trend

Revenue Growth51st 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

2019

Revenue$54,659
Expenses$49,896
Net Income$4,763
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2018 to Aug 31, 2019
Signed
Jan 15, 2020
Return Version
2018v3.2
Gross Receipts
$54,659
Mission and Program Overview

Mission

Furthering education in Owen J Roberts School District

Improving education in the owen roberts school district

Program Services

DescriptionGrantsExpenses
CONVENTIONS AND WORKSHOPS-$15,376
DONATIONS & TRIBUTES-$3,149
SCHOLARSHIPS-$240
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK DEFUSCOPresidentPT$7,056-$7,056
STEPHEN RAUGHTVice Preside-$3,087-$3,087
TERRI LAMISONVice Preside-$3,087-$3,087
JOHN SANDSTreasurer-$3,080-$3,080
SETH LUCASSecretary-$2,205-$2,205
Filing and Contact Details

Filer

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

Signing Officer

Name
Mark Defusco
Title
President
Phone
6102830927
Signed
2020-01-15
Discuss with paid preparer
Yes

Preparer

Firm
Cohen Engel & Co Inc
Address
261 OLD YORK ROAD - SUITE 615, JENKINTOWN, PA 19046-3718
Preparer
Gerald L Albert
Phone
2158861150
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses conventions & workshops 15,376 scholarships 240 donations & tributes 3,149 accounting 1,600 member assistance 832 public relations 2,285 office expenses 889 total 24,371”

Raw XML Appendix108 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/BOYAmt084205
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt088968
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt053328
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04763
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt084205
IRS990EZ/Form990TotalAssetsGrp/EOYAmt088968
IRS990EZ/GrossReceiptsAmt054659
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01331
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt084205
IRS990EZ/NetAssetsOrFundBalancesEOYAmt088968
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt084205
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt088968
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt08.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt44.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt07056
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt13087
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt23087
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt33080
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt42205
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARK DEFUSCO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STEPHEN RAUGHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TERRI LAMISON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOHN SANDS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SETH LUCAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt024371
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0IMPROVING EDUCATION IN THE OWEN ROBERTS SCHOOL DISTRICT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CONVENTIONS AND WORKSHOPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2DONATIONS & TRIBUTES
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt015376
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1240
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt23149
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt025525
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt049896
IRS990EZ/TotalProgramServiceExpensesAmt018765
IRS990EZ/TotalRevenueAmt054659
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES CONVENTIONS & WORKSHOPS 15,376 SCHOLARSHIPS 240 DONATIONS & TRIBUTES 3,149 ACCOUNTING 1,600 MEMBER ASSISTANCE 832 PUBLIC RELATIONS 2,285 OFFICE EXPENSES 889 TOTAL 24,371
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK DEFUSCO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06102830927
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-01-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OWEN J ROBERTS EDUCATION ASSOC
ReturnHeader/Filer/BusinessNameControlTxt0OWEN
ReturnHeader/Filer/EIN0200336344
ReturnHeader/Filer/USAddress/AddressLine1Txt01309 FOXMEADOW CIRCLE
ReturnHeader/Filer/USAddress/CityNm0ROYERSFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019468
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId09AF13D275274D081C38B64A93778B27E8AA1103C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09AF13D275274D081C38B64A93778B27E8AA1103C
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.196.49.53
ReturnHeader/FilingSecurityInformation/IPDt02020-01-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm010:02:39
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232866384
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COHEN ENGEL & CO INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0261 OLD YORK ROAD - SUITE 615
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JENKINTOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0190463718
ReturnHeader/PreparerPersonGrp/PhoneNum02158861150
ReturnHeader/PreparerPersonGrp/PreparationDt02020-01-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GERALD L ALBERT
ReturnHeader/ReturnTs02020-01-13T10:02:39-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-09-01
ReturnHeader/TaxPeriodEndDt02019-08-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$88,968
Liabilities
-
Net assets
$88,968
Revenue
$54,659
Expenses
$49,896
Net income
$4,763
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
2019Detailed filing. Detailed filing data is available for this year.$0.89$0.89$0.55$0.50$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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