Civic Intelligence

Lower Milford Elementary PTA

990EZ • Fiscal year 2015 • EIN 23-2190200

Aug 01, 2014 to Jul 31, 2015 • Filed on Nov 17, 2015

Organization Profilewww.slsd.org/LowerMilford.cfm?subpage=1146443
7350 Elementary RdCoopersburg, PA 18036

(610) 965-2850

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

54th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

54th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

3rd percentile

-150%

Higher net margin than 3% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2015

Asset Growth

19th percentile

-22%

Faster asset growth than 19% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

11th percentile

-44%

Faster revenue growth than 11% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets54th percentile

Assets

Down

$28,329

Down $7,988 (-22%) from 2014

Net Assets

Down

$28,329

Down $7,988 (-22%) from 2014

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin3rd percentile

Revenue

Down

$5,325

Down $4,114 (-44%) from 2014

Expenses

Up

$13,313

Up $6,743 (+103%) from 2014

Net Income

Down

-$7,988

Down $10,857 (-378%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth19th 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

2015

Assets$28,329
Liabilities$0
Net Assets$28,329
Open 2015 Filing

Operations Trend

Revenue Growth11th 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

2015

Revenue$5,325
Expenses$13,313
Net Income-$7,988
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2014 to Jul 31, 2015
Signed
Nov 17, 2015
Return Version
2014v5.0
Gross Receipts
$12,178
Mission and Program Overview

Mission

Education funds for students and teacher

Program Services

DescriptionGrantsExpenses
ASSEMBLIES PAYMENTS FOR EDUCATION ASSEMBLIES AND ACTIVITIES-$3,866
FIELD TRIPS EDUCATION TRIPS FOR EACH CLASS-$2,273
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
JILL WHEELERPresident-$0--
MELISSA RIZZUTO1st Vice President-$0--
AMANDA ROBBINSCorresponding Secretary-$0--
LISA DEQUEVEDO2nd Vice President-$0--
MICHELLE COPERecording Secretary-$0--
DOROTHY SARKOTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Lower Milford Elementary Pta
EIN
23-2190200
Address
7350 ELEMENTARY RD, COOPERSBURG, PA 18036

Signing Officer

Name
Dorothy Sarko
Title
Treasurer
Signed
2015-11-17
Discuss with paid preparer
No

Preparer

Firm
Rapid Return Inc
Address
2650 HOWERTOWN RD SUITE 4, NORTHAMPTON, PA 18067
Preparer
Elizabeth M Rock
Phone
6102627538
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountassemblies 2,130field trips 2,273family nites activities 1,736office supplies 714bank charges 86school program 2,998agendas 349spring festival 663teacher apprec and rmbrsmt 2,119membership dues 245”

Raw XML Appendix165 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/PersonNm0DOROTHY SARKO
IRS990EZ/BooksInCareOfDetail/PhoneNum06109652850
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06305 PRIMROSE LN
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0COOPERSBURG
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd018036
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt036317
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt028329
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-7988
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt036317
IRS990EZ/Form990TotalAssetsGrp/EOYAmt028329
IRS990EZ/FundraisingGrossIncomeAmt011894
IRS990EZ/GrossReceiptsAmt012178
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt039
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0245
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt036317
IRS990EZ/NetAssetsOrFundBalancesEOYAmt028329
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt036317
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt028329
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt54.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JILL WHEELER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MELISSA RIZZUTO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2AMANDA ROBBINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LISA DEQUEVEDO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MICHELLE COPE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DOROTHY SARKO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11ST VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CORRESPONDING SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt32ND VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4RECORDING SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt013313
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION FUNDS FOR STUDENTS AND TEACHER
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ASSEMBLIES PAYMENTS FOR EDUCATION ASSEMBLIES AND ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FIELD TRIPS EDUCATION TRIPS FOR EACH CLASS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03866
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12273
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt06853
IRS990EZ/SpecialEventsNetIncomeLossAmt05041
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt013313
IRS990EZ/TotalProgramServiceExpensesAmt06139
IRS990EZ/TotalRevenueAmt05325
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0245
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0360
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0350
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0370
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01330
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02655
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt039
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt041
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt011894
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt022076
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt034590
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt033617
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt036336
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0138513
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt039
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt041
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99970
IRS990ScheduleA/PublicSupportTotal509Amt0141168
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt012139
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt022436
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt034940
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt033987
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt037666
IRS990ScheduleA/Total509Grp/TotalAmt0141168
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt012178
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt022436
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt034940
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt033988
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt037667
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0141209
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTASSEMBLIES 2,130FIELD TRIPS 2,273FAMILY NITES ACTIVITIES 1,736OFFICE SUPPLIES 714BANK CHARGES 86SCHOOL PROGRAM 2,998AGENDAS 349SPRING FESTIVAL 663TEACHER APPREC AND RMBRSMT 2,119MEMBERSHIP DUES 245
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0DOROTHY SARKO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOWER MILFORD ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0LOWE
ReturnHeader/Filer/EIN0232190200
ReturnHeader/Filer/USAddress/AddressLine1Txt07350 ELEMENTARY RD
ReturnHeader/Filer/USAddress/CityNm0COOPERSBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd018036
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232266279
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RAPID RETURN INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02650 HOWERTOWN RD SUITE 4
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NORTHAMPTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd018067
ReturnHeader/PreparerPersonGrp/PhoneNum06102627538
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELIZABETH M ROCK
ReturnHeader/ReturnTs02015-11-24T09:31:04-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-08-01
ReturnHeader/TaxPeriodEndDt02015-07-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,329
Liabilities
$0
Net assets
$28,329
Revenue
$5,325
Expenses
$13,313
Net income
-$7,988
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