Civic Intelligence

Owen J Roberts Education Assoc

990EZ • Fiscal year 2020 • EIN 20-0336344

Sep 01, 2019 to Aug 31, 2020 • Filed on Jan 05, 2021

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

73rd percentile

24%

Higher net margin than 73% of similar nonprofits.

2020 filings • 501(c)5 • <$500k nonprofits • Source year 2020

Top Officer Pay

72nd percentile

$7,056

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 13.5% of source-year revenue.

2020 filings • 501(c)5 • <$500k nonprofits • Source year 2020

Asset Growth

64th percentile

14%

Faster asset growth than 64% of similar nonprofits.

2020 filings • 501(c)5 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

44th percentile

-4.6%

Faster revenue growth than 44% of similar nonprofits.

2020 filings • 501(c)5 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$101,470

Up $12,502 (+14%) from 2019

Net Assets

Up

$101,470

Up $12,502 (+14%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin73rd percentile

Revenue

Down

$52,159

Down $2,500 (-4.6%) from 2019

Expenses

Down

$39,657

Down $10,239 (-21%) from 2019

Net Income

Up

$12,502

Up $7,739 (+162%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth64th 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

2020

Assets$101,470
Liabilities-
Net Assets$101,470
Open 2020 Filing

Operations Trend

Revenue Growth44th 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

2020

Revenue$52,159
Expenses$39,657
Net Income$12,502
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2019 to Aug 31, 2020
Signed
Jan 5, 2021
Return Version
2019v5.0
Gross Receipts
$52,159
Mission and Program Overview

Mission

Furthering education in Owen J Roberts School District

To further education in the roberts distrct

Program Services

DescriptionGrantsExpenses
MEETINGS AND CONVENTIONS-$6,139
TRIBUTES AND DONATIONS-$1,446
SCHOLARSHIPS-$980
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK DE FUSCOPresidentPT$7,056-$7,056
STEPHEN RAUGHTVice Preside-$3,087-$3,087
TERRI LAMISONOfficer-$3,087-$3,087
JOHN SANDSTreasurer-$3,010-$3,010
SETH LUCASSecretary-$2,205-$2,205
Filing and Contact Details

Filer

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

Signing Officer

Name
Mark De Fusco
Title
President
Signed
2021-01-05

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 office expenses 1,444 total 1,444”

Raw XML Appendix99 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/BOYAmt088968
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0101470
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt051583
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt012502
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt038213
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt088968
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0101470
IRS990EZ/GrossReceiptsAmt052159
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0576
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt088968
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0101470
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt088968
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0101470
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/CompensationAmt33010
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt42205
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARK DE FUSCO
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/TitleTxt2OFFICER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01444
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO FURTHER EDUCATION IN THE ROBERTS DISTRCT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TRIBUTES AND DONATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2MEETINGS AND CONVENTIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0980
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11446
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt26139
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt039657
IRS990EZ/TotalProgramServiceExpensesAmt08565
IRS990EZ/TotalRevenueAmt052159
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE EXPENSES 1,444 TOTAL 1,444
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK DE FUSCO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-01-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROBERTS EDUCATION ASSOC
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0200336344
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 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/PreparationDt02021-01-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GERALD L ALBERT
ReturnHeader/ReturnTs02021-01-04T09:17:14-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-09-01
ReturnHeader/TaxPeriodEndDt02020-08-31
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
$101,470
Liabilities
-
Net assets
$101,470
Revenue
$52,159
Expenses
$39,657
Net income
$12,502
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
2020Detailed filing. Detailed filing data is available for this year.$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
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