Civic Intelligence

Owen J Roberts Education Assoc

990EZ • Fiscal year 2024 • EIN 20-0336344

Sep 01, 2023 to Aug 31, 2024 • Filed on Dec 15, 2024

Organization ProfileN/A
305 Wedgewood DrivePottstown, PA 19465

(610) 413-5000

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

63rd percentile

10%

Higher net margin than 63% of similar nonprofits.

2024 filings • 501(c)5 • <$500k nonprofits • Source year 2024

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2024 filings • 501(c)5 • <$500k nonprofits • Source year 2024

Asset Growth

58th percentile

5.5%

Faster asset growth than 58% of similar nonprofits.

2024 filings • 501(c)5 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

27th percentile

-3.8%

Faster revenue growth than 27% of similar nonprofits.

2024 filings • 501(c)5 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$128,478

Up $6,643 (+5.5%) from 2023

Net Assets

Up

$128,478

Up $6,643 (+5.5%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin63rd percentile

Revenue

Down

$66,210

Down $2,583 (-3.8%) from 2023

Expenses

Down

$59,567

Down $1,761 (-2.9%) from 2023

Net Income

Down

$6,643

Down $822 (-11%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth58th 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 2024: $128,478Net Assets 2024: $128,4782024Assets 2025: $133,040Net Assets 2025: $133,0402025

Highlighted filing

2024

Assets$128,478
Liabilities-
Net Assets$128,478
Open 2024 Filing

Operations Trend

Revenue Growth27th 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 2024: $66,210Expenses 2024: $59,567Net Income 2024: $6,6432024Revenue 2025: $69,593Expenses 2025: $65,031Net Income 2025: $4,5622025

Highlighted filing

2024

Revenue$66,210
Expenses$59,567
Net Income$6,643
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Dec 15, 2024
Return Version
2023v5.0
Gross Receipts
$66,210
Mission and Program Overview

Mission

Furthering education in Owen J Roberts School District

School teachers association

Program Services

DescriptionGrantsExpenses
CONFERENCES-$13,444
SCHOLARSHIP CONTRIBUTIONS-$10,000
CONTRIBUTIONS AND TRIBUTES-$4,302
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK DEFUSCOPresident-$0--
MARK DEFUSCOPresident-$0--
MIKE UHASVice Preside-$0--
TERRI LAMISONVice Preside-$0--
JOHN SANDSTreasurer-$0--
SETH LUCASSecretary-$0--
JEN ARMSTRONGMembership C-$0--
KARIN SUZADAILChief Negoti-$0--
Filing and Contact Details

Filer

Filer Name
Roberts Education Assoc
EIN
20-0336344
Address
305 WEDGEWOOD DRIVE, POTTSTOWN, PA 19465

Signing Officer

Name
Mark Defusco
Title
President
Phone
6104135000
Signed
2024-12-15

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 2,109 stipends 26,631 public relations 283 members assist fund 898 total 29,921”

Raw XML Appendix113 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/PersonNm0LEAH SALTZER
IRS990EZ/BooksInCareOfDetail/PhoneNum06104135000
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0305 WEDGEWOOD DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0POTTSTOWN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd019465
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0121835
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0128478
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt061156
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06643
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt029646
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0121835
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0128478
IRS990EZ/GrossReceiptsAmt066210
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt04235
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0121835
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0128478
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0121835
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0128478
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt7000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
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/OtherExpensesTotalAmt029921
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SCHOOL TEACHERS ASSOCIATION
IRS990EZ/ProgramServiceRevenueAmt0819
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIP CONTRIBUTIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1CONTRIBUTIONS AND TRIBUTES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2CONFERENCES
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt010000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14302
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt213444
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt059567
IRS990EZ/TotalProgramServiceExpensesAmt027746
IRS990EZ/TotalRevenueAmt066210
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE EXPENSES 2,109 STIPENDS 26,631 PUBLIC RELATIONS 283 MEMBERS ASSIST FUND 898 TOTAL 29,921
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK DEFUSCO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06104135000
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-12-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROBERTS EDUCATION ASSOC
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0200336344
ReturnHeader/Filer/USAddress/AddressLine1Txt0305 WEDGEWOOD DRIVE
ReturnHeader/Filer/USAddress/CityNm0POTTSTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019465
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
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/PreparationDt02024-12-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FRED COHEN
ReturnHeader/ReturnTs02024-12-23T14:34:09-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-09-01
ReturnHeader/TaxPeriodEndDt02024-08-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$128,478
Liabilities
-
Net assets
$128,478
Revenue
$66,210
Expenses
$59,567
Net income
$6,643
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
2024Detailed filing. Detailed filing data is available for this year.$1.28$1.28$0.66$0.60$0.07
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