Civic Intelligence

Owen J Roberts Education Assoc

990EZ • Fiscal year 2021 • EIN 20-0336344

Sep 01, 2020 to Aug 31, 2021 • Filed on Nov 15, 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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

45th percentile

7.6%

Higher net margin than 45% of similar nonprofits.

2021 filings • 501(c)5 • <$500k nonprofits • Source year 2021

Top Officer Pay

72nd percentile

$7,056

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 10.8% of source-year revenue.

2021 filings • 501(c)5 • <$500k nonprofits • Source year 2021

Asset Growth

44th percentile

4.9%

Faster asset growth than 44% of similar nonprofits.

2021 filings • 501(c)5 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

86th percentile

26%

Faster revenue growth than 86% of similar nonprofits.

2021 filings • 501(c)5 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$106,454

Up $4,984 (+4.9%) from 2020

Net Assets

Up

$106,454

Up $4,984 (+4.9%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin45th percentile

Revenue

Up

$65,522

Up $13,363 (+26%) from 2020

Expenses

Up

$60,538

Up $20,881 (+53%) from 2020

Net Income

Down

$4,984

Down $7,518 (-60%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth44th 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

2021

Assets$106,454
Liabilities-
Net Assets$106,454
Open 2021 Filing

Operations Trend

Revenue Growth86th 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

2021

Revenue$65,522
Expenses$60,538
Net Income$4,984
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2020 to Aug 31, 2021
Signed
Nov 15, 2021
Return Version
2020v4.0
Gross Receipts
$65,522
Mission and Program Overview

Mission

Furthering education in Owen J Roberts School District

School teachers association

Program Services

DescriptionGrantsExpenses
CONTRIBUTIONS-$17,394
SCHOLARSHIP CONTRIBUTIONS-$10,000
CONFERENCES-$2,004
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK DEFUSCOPresidentPT$7,056-$7,056
MARK DEFUSCOPresidentPT$7,056-$7,056
MIKE UHASVice Preside-$3,130-$3,130
TERRI LAMISONVice Preside-$3,130-$3,130
JOHN SANDSTreasurer-$3,115-$3,115
SETH LUCASSecretary-$2,235-$2,235
KARIN SUZADAILChief Negoti-$2,000-$2,000
JEN ARMSTRONGMembership C-$1,345-$1,345
Filing and Contact Details

Filer

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

Signing Officer

Name
Mark Defusco
Title
President
Signed
2021-11-15

Preparer

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

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office expenses 331 office equipment 1,696 stipends 25,845 bank charge 44 members assist fund 1,424 total 29,340”

Raw XML Appendix122 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0MARK DEFUSCO
CompensationExplanation/CompensationExplanationGrp/PersonNm1MARK DEFUSCO
CompensationExplanation/CompensationExplanationGrp/PersonNm2MIKE UHAS
CompensationExplanation/CompensationExplanationGrp/PersonNm3TERRI LAMISON
CompensationExplanation/CompensationExplanationGrp/PersonNm4JOHN SANDS
CompensationExplanation/CompensationExplanationGrp/PersonNm5SETH LUCAS
CompensationExplanation/CompensationExplanationGrp/PersonNm6JEN ARMSTRONG
CompensationExplanation/CompensationExplanationGrp/PersonNm7KARIN SUZADAIL
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0MARK DEFUSCO
IRS990EZ/BooksInCareOfDetail/PhoneNum06102830927
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PRESIDENT
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0KULP ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd019465
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0101470
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0106454
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt062609
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04984
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt031198
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0101470
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0106454
IRS990EZ/GrossReceiptsAmt065522
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt012
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0101470
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0106454
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0101470
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0106454
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt08.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt18.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt44.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt53.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt73.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt07056
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt17056
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt23130
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt33130
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt43115
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt52235
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt61345
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt72000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARK DEFUSCO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARK DEFUSCO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MIKE UHAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TERRI LAMISON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOHN SANDS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SETH LUCAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JEN ARMSTRONG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7KARIN SUZADAIL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6MEMBERSHIP C
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7CHIEF NEGOTI
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt029340
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SCHOOL TEACHERS ASSOCIATION
IRS990EZ/ProgramServiceRevenueAmt02901
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIP CONTRIBUTIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1CONTRIBUTIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2CONFERENCES
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt010000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt117394
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22004
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt060538
IRS990EZ/TotalProgramServiceExpensesAmt029398
IRS990EZ/TotalRevenueAmt065522
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE EXPENSES 331 OFFICE EQUIPMENT 1,696 STIPENDS 25,845 BANK CHARGE 44 MEMBERS ASSIST FUND 1,424 TOTAL 29,340
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK DEFUSCO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
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/PreparationDt02021-12-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FRED COHEN
ReturnHeader/ReturnTs02021-12-08T14:48:53-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARK
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DEFUSCO
ReturnHeader/TaxPeriodBeginDt02020-09-01
ReturnHeader/TaxPeriodEndDt02021-08-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$106,454
Liabilities
-
Net assets
$106,454
Revenue
$65,522
Expenses
$60,538
Net income
$4,984
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
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