Civic Intelligence

Lower Merion Township Workers Assoc

990EZ • Fiscal year 2020 • EIN 23-2042188

Jan 01, 2020 to Dec 31, 2020 • Filed on May 14, 2021

Organization ProfileN/A
423 Townshipline RoadNorristown, PA 19403

(484) 686-4818

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

89th percentile

30%

Higher net margin than 89% of similar nonprofits.

2020 filings • 501(c)8 • <$500k nonprofits • Source year 2020

Top Officer Pay

84th percentile

$1,830

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 5.8% of source-year revenue.

2020 filings • 501(c)8 • <$500k nonprofits • Source year 2020

Asset Growth

75th percentile

6.7%

Faster asset growth than 75% of similar nonprofits.

2020 filings • 501(c)8 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

54th percentile

-10%

Faster revenue growth than 54% of similar nonprofits.

2020 filings • 501(c)8 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$152,929

Up $9,618 (+6.7%) from 2019

Net Assets

Up

$152,929

Up $9,618 (+6.7%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin89th percentile

Revenue

Down

$31,815

Down $3,537 (-10%) from 2019

Expenses

Up

$22,197

Up $153 (+0.7%) from 2019

Net Income

Down

$9,618

Down $3,690 (-28%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

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

$300K$200K$100K$0Assets 2012: $103,269Net Assets 2012: $103,2692012Assets 2013: $103,601Net Assets 2013: $103,6012013Assets 2014: $105,222Net Assets 2014: $105,2222014Assets 2015: $112,610Net Assets 2015: $112,6102015Assets 2016: $113,107Net Assets 2016: $113,1072016Assets 2017: $122,206Net Assets 2017: $122,2062017Assets 2018: $130,003Net Assets 2018: $130,0032018Assets 2019: $143,311Net Assets 2019: $143,3112019Assets 2020: $152,929Net Assets 2020: $152,9292020Assets 2021: $168,084Net Assets 2021: $168,0842021Assets 2022: $178,841Net Assets 2022: $178,8412022Assets 2023: $188,407Net Assets 2023: $188,4072023Assets 2024: $201,037Net Assets 2024: $201,0372024Assets 2025: $209,919Net Assets 2025: $209,9192025

Highlighted filing

2020

Assets$152,929
Liabilities-
Net Assets$152,929
Open 2020 Filing

Operations Trend

Revenue Growth54th percentile

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

$40K$30K$20K$10K$0-$10KRevenue 2012: $22,820Expenses 2012: $24,613Net Income 2012: -$1,7932012Revenue 2013: $21,413Expenses 2013: $21,081Net Income 2013: $3322013Revenue 2014: $21,936Expenses 2014: $20,315Net Income 2014: $1,6212014Revenue 2015: $22,641Expenses 2015: $15,253Net Income 2015: $7,3882015Revenue 2016: $22,216Expenses 2016: $21,719Net Income 2016: $4972016Revenue 2017: $31,259Expenses 2017: $22,160Net Income 2017: $9,0992017Revenue 2018: $31,008Expenses 2018: $23,211Net Income 2018: $7,7972018Revenue 2019: $35,352Expenses 2019: $22,044Net Income 2019: $13,3082019Revenue 2020: $31,815Expenses 2020: $22,197Net Income 2020: $9,6182020Revenue 2021: $31,265Expenses 2021: $16,110Net Income 2021: $15,1552021Revenue 2022: $30,484Expenses 2022: $19,727Net Income 2022: $10,7572022Revenue 2023: $30,770Expenses 2023: $21,204Net Income 2023: $9,5662023Revenue 2024: $30,793Expenses 2024: $18,163Net Income 2024: $12,6302024Revenue 2025: $29,827Expenses 2025: $20,945Net Income 2025: $8,8822025

Highlighted filing

2020

Revenue$31,815
Expenses$22,197
Net Income$9,618
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 14, 2021
Return Version
2020v4.0
Gross Receipts
$31,815
Mission and Program Overview

Mission

Collective bargaining representative

Program Services

DescriptionGrantsExpenses
COLLECTIVE BARGAINING BENEFIT FOR MEMBERS--
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLES GREGORYPresident-$1,830-$1,830
CYDNEE BAFFASecretary-$1,630-$1,630
GARY GRATOVice-Preside-$1,450-$1,450
JOHN MCGINTYTreasurer-$1,250-$1,250
DARRON WRIGHTAssociate Bo-$400-$400
JORDAN JACKSONAssociate Bo-$0--
Filing and Contact Details

Filer

Filer Name
Lower Merion Township Workers Assoc
EIN
23-2042188
Phone
4846864818
Address
423 TOWNSHIPLINE ROAD, NORRISTOWN, PA 19403

Signing Officer

Name
Rob Desimone
Title
Treasurer
Phone
4846864818
Signed
2021-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Sklar Carmosin & Company
Address
801 OLD YORK RD STE 402, JENKINTOWN, PA 19046
Preparer
Stephen J Smart
Phone
2158855811
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office expenses 171 holiday gifts 4,625 board meeting expenses 429 insurance 1,272 total 6,497”

Raw XML Appendix112 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/PersonNm0CHARLES GREGORY
CompensationExplanation/CompensationExplanationGrp/PersonNm1GARY GRATO
CompensationExplanation/CompensationExplanationGrp/PersonNm2CYDNEE BAFFA
CompensationExplanation/CompensationExplanationGrp/PersonNm3JOHN MCGINTY
CompensationExplanation/CompensationExplanationGrp/PersonNm4JORDAN JACKSON
CompensationExplanation/CompensationExplanationGrp/PersonNm5DARRON WRIGHT
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/AddressChangeInd0X
IRS990EZ/BenefitsPaidToOrForMembersAmt01800
IRS990EZ/BooksInCareOfDetail/PersonNm0ROB DESIMONE
IRS990EZ/BooksInCareOfDetail/PhoneNum04846864818
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0423 TOWNSHIPLINE ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NORRISTOWN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd019403
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0143311
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0152929
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt09618
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt07285
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0143311
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0152929
IRS990EZ/GrossReceiptsAmt031815
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0165
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt031650
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0143311
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0152929
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0143311
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0152929
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/CompensationAmt01830
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt11450
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt21630
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt31250
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt5400
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHARLES GREGORY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GARY GRATO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CYDNEE BAFFA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOHN MCGINTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JORDAN JACKSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DARRON WRIGHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE-PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4ASSOCIATE BO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5ASSOCIATE BO
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt06497
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COLLECTIVE BARGAINING REPRESENTATIVE
IRS990EZ/PrintingPublicationsPostageAmt055
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COLLECTIVE BARGAINING BENEFIT FOR MEMBERS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt06560
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt022197
IRS990EZ/TotalRevenueAmt031815
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE EXPENSES 171 HOLIDAY GIFTS 4,625 BOARD MEETING EXPENSES 429 INSURANCE 1,272 TOTAL 6,497
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROB DESIMONE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04846864818
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOWER MERION TOWNSHIP WORKERS ASSOC
ReturnHeader/Filer/BusinessNameControlTxt0LOWE
ReturnHeader/Filer/EIN0232042188
ReturnHeader/Filer/PhoneNum04846864818
ReturnHeader/Filer/USAddress/AddressLine1Txt0423 TOWNSHIPLINE ROAD
ReturnHeader/Filer/USAddress/CityNm0NORRISTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019403
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0231285212
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SKLAR CARMOSIN & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0801 OLD YORK RD STE 402
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JENKINTOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019046
ReturnHeader/PreparerPersonGrp/PhoneNum02158855811
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN J SMART
ReturnHeader/ReturnTs02021-05-16T11:52:13-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROB
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DESIMONE
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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
$152,929
Liabilities
-
Net assets
$152,929
Revenue
$31,815
Expenses
$22,197
Net income
$9,618
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.10$2.10$0.30$0.21$0.09
2024Detailed filing. Detailed filing data is available for this year.$2.01$2.01$0.31$0.18$0.13
2023Detailed filing. Detailed filing data is available for this year.$1.88$1.88$0.31$0.21$0.10
2022Detailed filing. Detailed filing data is available for this year.$1.79$1.79$0.30$0.20$0.11
2021Detailed filing. Detailed filing data is available for this year.$1.68$1.68$0.31$0.16$0.15
2020Detailed filing. Detailed filing data is available for this year.$1.53$1.53$0.32$0.22$0.10
2019Detailed filing. Detailed filing data is available for this year.$1.43$1.43$0.35$0.22$0.13
2018Detailed filing. Detailed filing data is available for this year.$1.30$1.30$0.31$0.23$0.08
2017Detailed filing. Detailed filing data is available for this year.$1.22$1.22$0.31$0.22$0.09
2016Detailed filing. Detailed filing data is available for this year.$1.13$1.13$0.22$0.22$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.13$1.13$0.23$0.15$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.05$1.05$0.22$0.20$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.04$1.04$0.21$0.21$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.03$1.03$0.23$0.25$0.02