Civic Intelligence

Brecknock Elementary PTO

990EZ • Fiscal year 2024 • EIN 23-2273337

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

Organization Profile
361 School RoadDenver, PA 17517

(717) 419-1922

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

14th percentile

-31%

Higher net margin than 14% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

34th percentile

-8.8%

Faster asset growth than 34% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

7th percentile

-67%

Faster revenue growth than 7% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$36,621

Down $3,536 (-8.8%) from 2023

Net Assets

Down

$36,621

Down $3,536 (-8.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin14th percentile

Revenue

Down

$11,428

Down $23,238 (-67%) from 2023

Expenses

Down

$14,964

Down $18,683 (-56%) from 2023

Net Income

Down

-$3,536

Down $4,555 (-447%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$60K$40K$20K$0Assets 2012: $42,857Liabilities 2012: $02012Assets 2013: $36,530Liabilities 2013: $02013Assets 2014: $24,089Liabilities 2014: $02014Assets 2015: $25,750Liabilities 2015: $02015Assets 2016: $26,966Liabilities 2016: $02016Assets 2017: $30,171Liabilities 2017: $02017Assets 2018: $39,898Liabilities 2018: $02018Assets 2019: $41,929Liabilities 2019: $02019Assets 2020: $48,266Liabilities 2020: $02020Assets 2021: $37,625Liabilities 2021: $02021Assets 2022: $39,138Liabilities 2022: $0Net Assets 2022: $39,1382022Assets 2023: $40,157Liabilities 2023: $0Net Assets 2023: $40,1572023Assets 2024: $36,621Liabilities 2024: $0Net Assets 2024: $36,6212024Assets 2025: $36,812Liabilities 2025: $0Net Assets 2025: $36,8122025

Highlighted filing

2024

Assets$36,621
Liabilities$0
Net Assets$36,621
Open 2024 Filing

Operations Trend

Revenue Growth7th percentile

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

$40K$20K$0-$20KRevenue 2012: $19,752Expenses 2012: $19,862Net Income 2012: -$1102012Revenue 2013: $14,710Expenses 2013: $21,037Net Income 2013: -$6,3272013Revenue 2014: $8,239Expenses 2014: $20,680Net Income 2014: -$12,4412014Revenue 2015: $15,674Expenses 2015: $14,013Net Income 2015: $1,6612015Revenue 2016: $17,462Expenses 2016: $16,246Net Income 2016: $1,2162016Revenue 2017: $20,448Expenses 2017: $17,243Net Income 2017: $3,2052017Revenue 2018: $28,070Expenses 2018: $18,343Net Income 2018: $9,7272018Revenue 2019: $23,655Expenses 2019: $21,624Net Income 2019: $2,0312019Revenue 2020: $19,779Expenses 2020: $13,442Net Income 2020: $6,3372020Revenue 2021: $1,893Expenses 2021: $12,534Net Income 2021: -$10,6412021Revenue 2022: $29,375Expenses 2022: $27,862Net Income 2022: $1,5132022Revenue 2023: $34,666Expenses 2023: $33,647Net Income 2023: $1,0192023Revenue 2024: $11,428Expenses 2024: $14,964Net Income 2024: -$3,5362024Revenue 2025: $20,690Expenses 2025: $20,499Net Income 2025: $1912025

Highlighted filing

2024

Revenue$11,428
Expenses$14,964
Net Income-$3,536
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 1, 2024
Return Version
2023v5.1
Gross Receipts
$11,428
Mission and Program Overview

Mission

Support teaching staff and students

Program Services

DescriptionGrantsExpenses
SUPPORTS EDUCATIONAL OBJECTIVES OF THE BRECKNOCK ELEMENTARY SCHOOL BY PROVIDING EDUCATIONAL TRIPS, ADDITIONAL SCHOOL SUPPLIES, AND TEACHER SUPPORT.-$14,773
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NATALIE MARTINPresident-$0--
HEATHER HEIMTreasurer-$0--
SAMANTHA FITZPATRICKSecretary-$0--
EMILY DUNYSVice President-$0--
Filing and Contact Details

Filer

Filer Name
Brecknock Elementary Pto
EIN
23-2273337
Address
361 SCHOOL ROAD, DENVER, PA 17517

Signing Officer

Name
Natalie Martin
Title
President
Phone
7176668171
Signed
2024-11-01
Discuss with paid preparer
Yes

Preparer

Firm
Professional Tax & Accounting Inc
Address
326 W Main St, New Holland, PA 17557
Preparer
Wendy J Goshert
Phone
7173547886
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountfield trips 3,138awards 1,241departments 6,162teacher appreciation 1,385activities 1,074pto ops 1,774”

Raw XML Appendix151 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/PersonNm0HEATHER HEIM
IRS990EZ/BooksInCareOfDetail/PhoneNum07174191922
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0142 E VALLEY RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0DENVER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd017517
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt040157
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt036621
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3536
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0190
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt040157
IRS990EZ/Form990TotalAssetsGrp/EOYAmt036621
IRS990EZ/FundraisingGrossIncomeAmt011368
IRS990EZ/GrossReceiptsAmt011428
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt060
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt040157
IRS990EZ/NetAssetsOrFundBalancesEOYAmt036621
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt040157
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt036621
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0NATALIE MARTIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1HEATHER HEIM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SAMANTHA FITZPATRICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3EMILY DUNYS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt014774
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT TEACHING STAFF AND STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORTS EDUCATIONAL OBJECTIVES OF THE BRECKNOCK ELEMENTARY SCHOOL BY PROVIDING EDUCATIONAL TRIPS, ADDITIONAL SCHOOL SUPPLIES, AND TEACHER SUPPORT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt014773
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt011368
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt014964
IRS990EZ/TotalProgramServiceExpensesAmt014773
IRS990EZ/TotalRevenueAmt011428
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt09616
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt034527
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt028786
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01884
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt043674
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0118487
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt060
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt042
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt08
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt09
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt048
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0167
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt060
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt042
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt08
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt09
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt048
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0167
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99860
IRS990ScheduleA/PublicSupportPY509Pct00.99900
IRS990ScheduleA/PublicSupportTotal509Amt0118487
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt09616
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt034527
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt028786
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01884
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt043674
IRS990ScheduleA/Total509Grp/TotalAmt0118487
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt09676
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt034569
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt028794
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01893
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt043722
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0118654
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTFIELD TRIPS 3,138AWARDS 1,241DEPARTMENTS 6,162TEACHER APPRECIATION 1,385ACTIVITIES 1,074PTO OPS 1,774
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NATALIE MARTIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07176668171
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BRECKNOCK ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0BREC
ReturnHeader/Filer/EIN0232273337
ReturnHeader/Filer/USAddress/AddressLine1Txt0361 SCHOOL ROAD
ReturnHeader/Filer/USAddress/CityNm0DENVER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd017517
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0920299961
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Professional Tax & Accounting Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0326 W Main St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0New Holland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd017557
ReturnHeader/PreparerPersonGrp/PhoneNum07173547886
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Wendy J Goshert
ReturnHeader/ReturnTs02024-11-01T11:26:29-04:00
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
$36,621
Liabilities
$0
Net assets
$36,621
Revenue
$11,428
Expenses
$14,964
Net income
-$3,536
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$36.8$0.00$36.8$20.7$20.5$0.19
2024Detailed filing. Detailed filing data is available for this year.$36.6$0.00$36.6$11.4$15.0$3.54
2023Detailed filing. Detailed filing data is available for this year.$40.2$0.00$40.2$34.7$33.6$1.02
2022Detailed filing. Detailed filing data is available for this year.$39.1$0.00$39.1$29.4$27.9$1.51
2021Summary only. Only limited summary data is available for this year.$37.6$0.00$1.89$12.5$10.6
2020Summary only. Only limited summary data is available for this year.$48.3$0.00$19.8$13.4$6.34
2019Summary only. Only limited summary data is available for this year.$41.9$0.00$23.7$21.6$2.03
2018Summary only. Only limited summary data is available for this year.$39.9$0.00$28.1$18.3$9.73
2017Summary only. Only limited summary data is available for this year.$30.2$0.00$20.4$17.2$3.21
2016Summary only. Only limited summary data is available for this year.$27.0$0.00$17.5$16.2$1.22
2015Summary only. Only limited summary data is available for this year.$25.8$0.00$15.7$14.0$1.66
2014Summary only. Only limited summary data is available for this year.$24.1$0.00$8.24$20.7$12.4
2013Summary only. Only limited summary data is available for this year.$36.5$0.00$14.7$21.0$6.33
2012Summary only. Only limited summary data is available for this year.$42.9$0.00$19.8$19.9$0.11