Civic Intelligence

Lower Milford Elementary PTA

990EZ • Fiscal year 2014 • EIN 23-2190200

Aug 01, 2013 to Jul 31, 2014 • Filed on Nov 21, 2014

Organization Profilewww.slsd.org/LowerMilford.cfm?subpage=1146443
7350 Elementary Rd18036

(610) 965-4095

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 2014

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2014

Net Margin

84th percentile

30%

Higher net margin than 84% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

61st percentile

8.6%

Faster asset growth than 61% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

13th percentile

-37%

Faster revenue growth than 13% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$36,317

Up $2,869 (+8.6%) from 2013

Net Assets

$36,317

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin84th percentile

Revenue

Down

$9,439

Down $5,593 (-37%) from 2013

Expenses

Up

$6,570

Up $3,513 (+115%) from 2013

Net Income

Down

$2,869

Down $9,106 (-76%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$40K$30K$20K$10K$0Assets 2012: $21,473Liabilities 2012: $02012Assets 2013: $33,448Liabilities 2013: $02013Assets 2014: $36,317Net Assets 2014: $36,3172014Assets 2015: $28,329Liabilities 2015: $0Net Assets 2015: $28,3292015Assets 2016: $21,144Liabilities 2016: $0Net Assets 2016: $21,1442016

Highlighted filing

2014

Assets$36,317
Liabilities-
Net Assets$36,317
Open 2014 Filing

Operations Trend

Revenue Growth13th percentile

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

$20K$10K$0-$10KRevenue 2012: $8,440Expenses 2012: $6,355Net Income 2012: $2,0852012Revenue 2013: $15,032Expenses 2013: $3,057Net Income 2013: $11,9752013Revenue 2014: $9,439Expenses 2014: $6,570Net Income 2014: $2,8692014Revenue 2015: $5,325Expenses 2015: $13,313Net Income 2015: -$7,9882015Revenue 2016: $3,916Expenses 2016: $11,101Net Income 2016: -$7,1852016

Highlighted filing

2014

Revenue$9,439
Expenses$6,570
Net Income$2,869
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2013 to Jul 31, 2014
Signed
Nov 21, 2014
Return Version
2013v3.1
Gross Receipts
$22,436
Mission and Program Overview

Mission

Pta-education related fund for elementary school

Program Services

DescriptionGrantsExpenses
FIELD TRIPS - PAYMENT FOR EDUCATION FIELD TRIPS FOR EACH CLASS-$2,160
ASSEMBLIES - PAYMENTS FOR EDUCATION ASSEMBLIES AND ACTIVITIES THROUGHOUT THE SCHOOL YEAR-$1,702
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JILL WHEELERPresidentPT$0--
MELISSA RIZZUTO1st VP-$0--
CARLA FINLEY2nd VP-$0--
BETSY SWANKERCorresp Secr-$0--
JENNIFER BOCHNIAKTreasurer-$0--
JULIE BROWNRecording Secr-$0--
Filing and Contact Details

Filer

EIN
23-2190200
Phone
6109654095

Signing Officer

Name
Jill Wheeler
Title
President
Phone
6109654095
Signed
2014-11-21
Discuss with paid preparer
Yes

Preparer

Preparer
Randy S Bochniak CPA
Phone
2155361500
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Office expenses 508. Membership fees 360. Insurance 115. Teacher reimbursement 1335. Teacher appreciation 390. Field trips & student activities 3862.”

Raw XML Appendix155 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/PersonNm0TREASURER
IRS990EZ/BooksInCareOfDetail/PhoneNum06109654095
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine107350 ELEMENTARY RD
IRS990EZ/BooksInCareOfDetail/USAddress/City0COOPERSBURG
IRS990EZ/BooksInCareOfDetail/USAddress/State0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode018036
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt033448
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt036317
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
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IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02869
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt022076
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt022436
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0360
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt033448
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt53.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JILL WHEELER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MELISSA RIZZUTO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CARLA FINLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BETSY SWANKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JENNIFER BOCHNIAK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JULIE BROWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11ST VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt22ND VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CORRESP SECR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5RECORDING SECR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt06570
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PTA-EDUCATION RELATED FUND FOR ELEMENTARY SCHOOL
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ASSEMBLIES - PAYMENTS FOR EDUCATION ASSEMBLIES AND ACTIVITIES THROUGHOUT THE SCHOOL YEAR
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FIELD TRIPS - PAYMENT FOR EDUCATION FIELD TRIPS FOR EACH CLASS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01702
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12160
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt012997
IRS990EZ/SpecialEventsNetIncomeLossAmt09079
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt06570
IRS990EZ/TotalProgramServiceExpensesAmt03862
IRS990EZ/TotalRevenueAmt09439
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0http://www.slsd.org/LowerMilford.cfm?subpage=1146443
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0360
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0350
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0370
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01330
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01250
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03660
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt03
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt022076
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt034590
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt033617
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt036336
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt026825
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0153444
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt03
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0157104
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt022436
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt034940
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt033987
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt037666
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt028075
IRS990ScheduleA/Total509Grp/TotalAmt0157104
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0157107
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OFFICE EXPENSES 508. MEMBERSHIP FEES 360. INSURANCE 115. TEACHER REIMBURSEMENT 1335. TEACHER APPRECIATION 390. FIELD TRIPS & STUDENT ACTIVITIES 3862.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JILL WHEELER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06109654095
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-21
ReturnHeader/Filer/BusinessName/BusinessNameLine10LOWER MILFORD ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0LOWE
ReturnHeader/Filer/EIN0232190200
ReturnHeader/Filer/PhoneNum06109654095
ReturnHeader/Filer/USAddress/AddressLine107350 ELEMENTARY RD
ReturnHeader/Filer/USAddress/City0COOPERSBURG
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode018036
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10RANDY S BOCHNIAK & ASSOCIATES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10PO BOX 218
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0QUAKERTOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode018951
ReturnHeader/PreparerPersonGrp/PhoneNum02155361500
ReturnHeader/PreparerPersonGrp/PreparationDt02014-12-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RANDY S BOCHNIAK CPA
ReturnHeader/ReturnTs02014-12-01T09:44:30-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-08-01
ReturnHeader/TaxPeriodEndDt02014-07-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$36,317
Liabilities
-
Net assets
$36,317
Revenue
$9,439
Expenses
$6,570
Net income
$2,869
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$21.1$0.00$21.1$3.92$11.1$7.19
2015Detailed filing. Detailed filing data is available for this year.$28.3$0.00$28.3$5.33$13.3$7.99
2014Detailed filing. Detailed filing data is available for this year.$36.3$36.3$9.44$6.57$2.87
2013Summary only. Only limited summary data is available for this year.$33.4$0.00$15.0$3.06$12.0
2012Summary only. Only limited summary data is available for this year.$21.5$0.00$8.44$6.36$2.09