Civic Intelligence

Lower Milford Elementary PTA

990EZ • Fiscal year 2016 • EIN 23-2190200

Aug 01, 2015 to Jul 31, 2016 • Filed on Dec 06, 2016

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

54th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

3rd percentile

-183%

Higher net margin than 3% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

17th percentile

-25%

Faster asset growth than 17% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

19th percentile

-26%

Faster revenue growth than 19% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets54th percentile

Assets

Down

$21,144

Down $7,185 (-25%) from 2015

Net Assets

Down

$21,144

Down $7,185 (-25%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin3rd percentile

Revenue

Down

$3,916

Down $1,409 (-26%) from 2015

Expenses

Down

$11,101

Down $2,212 (-17%) from 2015

Net Income

Up

-$7,185

Up $803 (+10%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth17th 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

2016

Assets$21,144
Liabilities$0
Net Assets$21,144
Open 2016 Filing

Operations Trend

Revenue Growth19th 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

2016

Revenue$3,916
Expenses$11,101
Net Income-$7,185
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2015 to Jul 31, 2016
Signed
Dec 6, 2016
Return Version
2015v2.1
Gross Receipts
$14,314
Mission and Program Overview

Mission

Education funds for students and teacher

Program Services

DescriptionGrantsExpenses
ASSEMBLIES PAYMENTS FOR EDUCATION ASSEMBLIES AND ACTIVITIES-$5,148
FIELD TRIPS EDUCATION TRIPS FOR EACH CLASS-$3,370
Compensation and Service Providers
Top Officer Pay83rd percentile

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
2016-12-06
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 400field trips 1,503family nites activities 1,509staff gifts 1,739bank charges 45school program 3,322agendas 295community support 335teacher apprec and rmbrsmt 1,668membership dues 185”

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/BOYAmt028329
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt021144
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-7185
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0100
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt028329
IRS990EZ/Form990TotalAssetsGrp/EOYAmt021144
IRS990EZ/FundraisingGrossIncomeAmt014129
IRS990EZ/GrossReceiptsAmt014314
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0185
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt028329
IRS990EZ/NetAssetsOrFundBalancesEOYAmt021144
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt028329
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt021144
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/OtherExpensesTotalAmt011001
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/ProgramServiceExpensesAmt05148
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13370
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt010398
IRS990EZ/SpecialEventsNetIncomeLossAmt03731
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt011101
IRS990EZ/TotalProgramServiceExpensesAmt08518
IRS990EZ/TotalRevenueAmt03916
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0185
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0245
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0360
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0350
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0370
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01510
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt039
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt040
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt013999
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt011894
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt022076
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt034590
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt033617
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0116176
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt039
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt040
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99970
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0117686
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt014184
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt012139
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt022436
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt034940
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt033987
IRS990ScheduleA/Total509Grp/TotalAmt0117686
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt014184
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt012178
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt022436
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt034940
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt033988
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0117726
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTASSEMBLIES 400FIELD TRIPS 1,503FAMILY NITES ACTIVITIES 1,509STAFF GIFTS 1,739BANK CHARGES 45SCHOOL PROGRAM 3,322AGENDAS 295COMMUNITY SUPPORT 335TEACHER APPREC AND RMBRSMT 1,668MEMBERSHIP DUES 185
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0DOROTHY SARKO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-12-06
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/PreparationDt02016-12-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELIZABETH M ROCK
ReturnHeader/ReturnTs02016-12-06T10:57:56-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-08-01
ReturnHeader/TaxPeriodEndDt02016-07-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,144
Liabilities
$0
Net assets
$21,144
Revenue
$3,916
Expenses
$11,101
Net income
-$7,185
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