Civic Intelligence

Lehigh Valley Apics

990EZ • Fiscal year 2024 • EIN 23-2200420

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 12, 2024

Organization ProfileWWW.LV-APICS.ORG
138 O W RoadBangor, PA 18013

(908) 619-5936

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

35th percentile

-4.6%

Higher net margin than 35% of similar nonprofits.

2024 filings • 501(c)6 • <$500k nonprofits • Source year 2024

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.

2024 filings • 501(c)6 • <$500k nonprofits • Source year 2024

Asset Growth

43rd percentile

-1.5%

Faster asset growth than 43% of similar nonprofits.

2024 filings • 501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

68th percentile

14%

Faster revenue growth than 68% of similar nonprofits.

2024 filings • 501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$140,994

Flat from 2024

Net Assets

$140,994

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin35th percentile

Revenue

Flat

$46,473

Flat from 2024

Expenses

Flat

$48,592

Flat from 2024

Net Income

Flat

-$2,119

Flat from 2024

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$150K$100K$50K$0Assets 2011: $52,020Net Assets 2011: $52,0202011Assets 2018: $124,051Net Assets 2018: $124,0512018Assets 2019: $121,359Net Assets 2019: $121,3592019Assets 2020: $118,899Net Assets 2020: $118,8992020Assets 2021: $138,307Net Assets 2021: $138,3072021Assets 2022: $147,079Net Assets 2022: $147,0792022Assets 2023: $143,113Net Assets 2023: $143,1132023Assets 2024: $140,994Net Assets 2024: $140,9942024Assets 2024: $140,994Liabilities 2024: $02024Assets 2025: $149,251Net Assets 2025: $149,2512025

Highlighted filing

2024

Assets$140,994
Liabilities-
Net Assets$140,994
Open 2024 Filing

Operations Trend

Revenue Growth68th percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2011: $20,837Expenses 2011: $16,531Net Income 2011: $4,3062011Revenue 2018: $75,888Expenses 2018: $43,730Net Income 2018: $32,1582018Revenue 2019: $58,816Expenses 2019: $61,508Net Income 2019: -$2,6922019Revenue 2020: $50,514Expenses 2020: $52,974Net Income 2020: -$2,4602020Revenue 2021: $56,924Expenses 2021: $37,516Net Income 2021: $19,4082021Revenue 2022: $29,785Expenses 2022: $21,013Net Income 2022: $8,7722022Revenue 2023: $40,787Expenses 2023: $44,753Net Income 2023: -$3,9662023Revenue 2024: $46,473Expenses 2024: $48,592Net Income 2024: -$2,1192024Revenue 2024: $46,473Expenses 2024: $48,592Net Income 2024: -$2,1192024Revenue 2025: $22,794Expenses 2025: $14,537Net Income 2025: $8,2572025

Highlighted filing

2024

Revenue$46,473
Expenses$48,592
Net Income-$2,119
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 12, 2024
Return Version
2023v5.0
Gross Receipts
$46,473
Mission and Program Overview

Mission

To provide the organization's membership with advanced operations management skills through training and education.

Program Services

DescriptionGrantsExpenses
EDUCATED AND TRAINED 200 MEMBERS WITH ADVANCED OPERATIONS MANAGEMENT SKILLS.--
EDUCATED AND TRAINED 200 MEMBERS WITH ADVANCED OPERATIONS MANAGEMENT SKILLS.--
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN CUNNINGHAMPresident/VP-$0--
ANDY AVERYPast Preside-$0--
DONA PERSIANITreasurer, V-$0--
MARTIN FRIEDLEVP - Educati-$0--
DEB MILLSVP - Soc. Me-$0--
SHAWN COHANWebmaster-$0--
Filing and Contact Details

Filer

Filer Name
Lehigh Valley Apics
EIN
23-2200420
Phone
9086195936
Address
138 O W ROAD, BANGOR, PA 18013

Signing Officer

Name
Dona Persiani
Title
Treasurer, VP Memb.
Signed
2024-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Lessel & Company Pc
Address
429 W MAIN ST, KUTZTOWN, PA 19530
Preparer
Thomas F Lessel CPA
Phone
6106839300
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses paypal fees 420 miscellaneous 148 information technology 1,359 ed classes 33,638 insurance 500 total 36,065”

Form 990-ez, Part III

“To provide the organization's membership with advanced operations management skills through training and education.”

Form 990-ez, Part III, Line 31

“Educated and trained 200 members with advanced operations management skills.”

Raw XML Appendix108 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/PersonNm0DONA PERSIANI
IRS990EZ/BooksInCareOfDetail/PhoneNum09086195936
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0138 O W ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BANGOR
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd018013
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0143113
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0140994
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03056
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2119
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt011675
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0143113
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0140994
IRS990EZ/GrossReceiptsAmt046473
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt023
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0143113
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0140994
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0143113
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0140994
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/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOHN CUNNINGHAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANDY AVERY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DONA PERSIANI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARTIN FRIEDLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DEB MILLS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SHAWN COHAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT/VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PAST PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER, V
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP - EDUCATI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP - SOC. ME
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5WEBMASTER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt036065
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE THE ORGANIZATION'S MEMBERSHIP WITH ADVANCED OPERATIONS MANAGEMENT SKILLS THROUGH TRAINING AND EDUCATION.
IRS990EZ/PrintingPublicationsPostageAmt0852
IRS990EZ/ProgramServiceRevenueAmt043394
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATED AND TRAINED 200 MEMBERS WITH ADVANCED OPERATIONS MANAGEMENT SKILLS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1EDUCATED AND TRAINED 200 MEMBERS WITH ADVANCED OPERATIONS MANAGEMENT SKILLS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt048592
IRS990EZ/TotalRevenueAmt046473
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://WWW.LV-APICS.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES PAYPAL FEES 420 MISCELLANEOUS 148 INFORMATION TECHNOLOGY 1,359 ED CLASSES 33,638 INSURANCE 500 TOTAL 36,065
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO PROVIDE THE ORGANIZATION'S MEMBERSHIP WITH ADVANCED OPERATIONS MANAGEMENT SKILLS THROUGH TRAINING AND EDUCATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EDUCATED AND TRAINED 200 MEMBERS WITH ADVANCED OPERATIONS MANAGEMENT SKILLS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DONA PERSIANI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER, VP MEMB.
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEHIGH VALLEY APICS
ReturnHeader/Filer/BusinessNameControlTxt0LEHI
ReturnHeader/Filer/EIN0232200420
ReturnHeader/Filer/PhoneNum09086195936
ReturnHeader/Filer/USAddress/AddressLine1Txt0138 O W ROAD
ReturnHeader/Filer/USAddress/CityNm0BANGOR
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd018013
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680502895
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LESSEL & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0429 W MAIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KUTZTOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019530
ReturnHeader/PreparerPersonGrp/PhoneNum06106839300
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS F LESSEL CPA
ReturnHeader/ReturnTs02024-11-15T11:08:01-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
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
$140,994
Liabilities
-
Net assets
$140,994
Revenue
$46,473
Expenses
$48,592
Net income
-$2,119
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.49$1.49$0.23$0.15$0.08
2024Detailed filing. Detailed filing data is available for this year.$1.41$1.41$0.46$0.49$0.02
2024Summary only. Only limited summary data is available for this year.$1.41$0.00$0.46$0.49$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.43$1.43$0.41$0.45$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.47$1.47$0.30$0.21$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.38$1.38$0.57$0.38$0.19
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.19$1.19$0.51$0.53$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.21$1.21$0.59$0.62$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.24$1.24$0.76$0.44$0.32
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.52$0.52$0.21$0.17$0.04