Civic Intelligence

Whitfield Home & School Association

EIN 23-2302125 • 501(c)3 • Sinking Spring, PA

Pub. 78 Eligible990-N Coverage

Profile

Support whitfiled elementary school

2700 Van Reed RoadSinking Spring, PA 19610

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2016

Net Margin

75th percentile

21%

Higher net margin than 75% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

70th percentile

12%

Faster asset growth than 70% of similar nonprofits.

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

Revenue Growth

52nd percentile

-0.3%

Faster revenue growth than 52% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$48,389

Up $5,171 (+12%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$48,389

Up $5,171 (+12%) from 2015

Operations
Liabilities / RevenueScore unavailableNet Margin75th percentile

Revenue

Down

$24,760

Down $79 (-0.3%) from 2015

Expenses

Down

$19,589

Down $3,254 (-14%) from 2015

Net Income

Up

$5,171

Up $3,175 (+159%) from 2015

Trend Graphs

Balance Sheet Trend

Asset Growth70th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2012: $28,259Liabilities 2012: $02012Assets 2013: $40,533Liabilities 2013: $02013Assets 2014: $41,222Liabilities 2014: $02014Assets 2015: $43,218Net Assets 2015: $43,2182015Assets 2016: $48,389Net Assets 2016: $48,3892016

Highlighted filing

2016

Assets$48,389
Liabilities-
Net Assets$48,389
Open 2016 Filing

Operations Trend

Revenue Growth52nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20KRevenue 2012: $6,664Expenses 2012: $10,712Net Income 2012: -$4,0482012Revenue 2013: $55,116Expenses 2013: $42,842Net Income 2013: $12,2742013Revenue 2014: $28,342Expenses 2014: $27,653Net Income 2014: $6892014Revenue 2015: $24,839Expenses 2015: $22,843Net Income 2015: $1,9962015Revenue 2016: $24,760Expenses 2016: $19,589Net Income 2016: $5,1712016

Highlighted filing

2016

Revenue$24,760
Expenses$19,589
Net Income$5,171
Open 2016 Filing

Filings

Most recent year

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

Open filing
Assets
$48,389
Liabilities
-
Net assets
$48,389
Revenue
$24,760
Expenses
$19,589
Net income
$5,171
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$48.4$48.4$24.8$19.6$5.17
2015Detailed filing. Detailed filing data is available for this year.$43.2$43.2$24.8$22.8$2.00
2014Summary only. Only limited summary data is available for this year.$41.2$0.00$28.3$27.7$0.69
2013Summary only. Only limited summary data is available for this year.$40.5$0.00$55.1$42.8$12.3
2012Summary only. Only limited summary data is available for this year.$28.3$0.00$6.66$10.7$4.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 2, 2016
Return Version
2015v2.1
Gross Receipts
$41,415
Mission and Program Overview

Mission

Support whitfiled elementary school

Program Services

DescriptionGrantsExpenses
BOOK FAIR - ENCOURAGE STUDENTS TO LEARN BY READING-$6,928
ALL OTHER PROGRAMS-$6,316
TEACHER CLASS GIFTS - SUPPORT OF CLASSROOMS-$4,180
YEARBOOK - ENCOURAGING STUDENT SCHOOL SPIRIT-$2,165
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATIE KELLERPresident-$0--
ERIN ALLREDVice Preside-$0--
HOWARD EMERSONTreasurer-$0--
KATIE PROSSSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Coupon Books$7,880$7,880$3,990$3,890
Total Events$7,880$7,880$3,990$3,890
Filing and Contact Details

Filer

Filer Name
Whitfield Home & School Association
EIN
23-2302125
Address
2700 VAN REED ROAD, SINKING SPRING, PA 19610

Signing Officer

Name
Howard Emerson
Title
Treasurer
Phone
4848247217
Signed
2016-11-02
Discuss with paid preparer
Yes

Preparer

Firm
William G Koch & Associates
Address
2650 WESTVIEW DR, WYOMISSING, PA 19610-1187
Preparer
Christopher a Spang
Phone
6106789700
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Miscellaneous 415 total 415”

Form 990-ez, Part I, Line 16

“Expenses book fair 6,928 family reading night 211 gift of love 4 girls on the run 960 holiday parties 1,057 pssa incentives 300 track and field t-shirts 290 yearbook 2,165 5th grade picnic 1,196 bank fees 60 high school awards 150 hospitality 262 teacher class gifts 4,180 whitfield improvements 467 reading olympics 300 insurance 30 calendar magnets 230 tumblebooks 799 total 19,589”

Form 990-ez, Part III, Line 31

“ALL OTHER PROGRAMS”

Raw XML Appendix156 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/PersonNm0HOWARD EMERSON
IRS990EZ/BooksInCareOfDetail/PhoneNum04848247217
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01414 AURWOOD DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0READING
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd019609
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt043218
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt048389
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05171
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt043218
IRS990EZ/Form990TotalAssetsGrp/EOYAmt048389
IRS990EZ/FundraisingGrossIncomeAmt031625
IRS990EZ/GrossReceiptsAmt041415
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0125
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt043218
IRS990EZ/NetAssetsOrFundBalancesEOYAmt048389
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt043218
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt048389
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KATIE KELLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ERIN ALLRED
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2HOWARD EMERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KATIE PROSS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt019589
IRS990EZ/OtherRevenueTotalAmt0415
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT WHITFILED ELEMENTARY SCHOOL
IRS990EZ/ProgramServiceRevenueAmt09250
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0BOOK FAIR - ENCOURAGE STUDENTS TO LEARN BY READING
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1YEARBOOK - ENCOURAGING STUDENT SCHOOL SPIRIT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2TEACHER CLASS GIFTS - SUPPORT OF CLASSROOMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3ALL OTHER PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06928
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12165
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt24180
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt36316
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt016655
IRS990EZ/SpecialEventsNetIncomeLossAmt014970
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt019589
IRS990EZ/TotalProgramServiceExpensesAmt019589
IRS990EZ/TotalRevenueAmt024760
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt040
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt081
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt097
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0218
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt041415
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt043339
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt049651
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt070637
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt056680
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0261722
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt040
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt081
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt097
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0218
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99920
IRS990ScheduleA/PublicSupportPY509Pct00.99920
IRS990ScheduleA/PublicSupportTotal509Amt0261722
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt041415
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt043339
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt049651
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt070637
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt056680
IRS990ScheduleA/Total509Grp/TotalAmt0261722
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt041415
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt043339
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt049691
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt070718
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt056777
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0261940
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt03990
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0COUPON BOOKS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt07880
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt07880
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt07880
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt07880
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt03890
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03990
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03990
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISCELLANEOUS 415 TOTAL 415
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES BOOK FAIR 6,928 FAMILY READING NIGHT 211 GIFT OF LOVE 4 GIRLS ON THE RUN 960 HOLIDAY PARTIES 1,057 PSSA INCENTIVES 300 TRACK AND FIELD T-SHIRTS 290 YEARBOOK 2,165 5TH GRADE PICNIC 1,196 BANK FEES 60 HIGH SCHOOL AWARDS 150 HOSPITALITY 262 TEACHER CLASS GIFTS 4,180 WHITFIELD IMPROVEMENTS 467 READING OLYMPICS 300 INSURANCE 30 CALENDAR MAGNETS 230 TUMBLEBOOKS 799 TOTAL 19,589
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL OTHER PROGRAMS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HOWARD EMERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04848247217
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WHITFIELD HOME & SCHOOL ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0WHIT
ReturnHeader/Filer/EIN0232302125
ReturnHeader/Filer/USAddress/AddressLine1Txt02700 VAN REED ROAD
ReturnHeader/Filer/USAddress/CityNm0SINKING SPRING
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019610
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232641012
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WILLIAM G KOCH & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02650 WESTVIEW DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WYOMISSING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0196101187
ReturnHeader/PreparerPersonGrp/PhoneNum06106789700
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTOPHER A SPANG
ReturnHeader/ReturnTs02016-11-14T15:56:32-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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