Civic Intelligence

Eastern Pa Chapter of the Associati of Fund Raising Professionals

990EZ • Fiscal year 2021 • EIN 23-2496090

Jan 01, 2021 to Dec 31, 2021 • Filed on Aug 08, 2022

4300 Wilson Blvd Suite 300Arlington, VA 22203-4167

(484) 526-4136

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 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2021

Net Margin

11th percentile

-52%

Higher net margin than 11% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

17th percentile

-22%

Faster asset growth than 17% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

33rd percentile

-17%

Faster revenue growth than 33% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$46,703

Down $12,982 (-22%) from 2020

Net Assets

Down

$46,703

Down $12,982 (-22%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$25,129

Down $5,109 (-17%) from 2020

Expenses

Down

$38,111

Down $5,700 (-13%) from 2020

Net Income

Up

-$12,982

Up $591 (+4.4%) from 2020

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2011: $41,793Net Assets 2011: $41,7932011Assets 2012: $56,947Net Assets 2012: $56,9472012Assets 2013: $66,655Net Assets 2013: $66,6552013Assets 2014: $67,799Net Assets 2014: $67,7992014Assets 2015: $73,131Net Assets 2015: $73,1312015Assets 2016: $63,477Net Assets 2016: $63,4772016Assets 2017: $59,513Net Assets 2017: $59,5132017Assets 2018: $68,690Net Assets 2018: $68,6902018Assets 2019: $73,258Net Assets 2019: $73,2582019Assets 2020: $59,685Net Assets 2020: $59,6852020Assets 2021: $46,703Net Assets 2021: $46,7032021Assets 2022: $55,004Net Assets 2022: $55,0042022Assets 2023: $52,101Net Assets 2023: $52,1012023Assets 2024: $52,015Liabilities 2024: $2,572Net Assets 2024: $49,4432024

Highlighted filing

2021

Assets$46,703
Liabilities-
Net Assets$46,703

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $36,805Expenses 2011: $28,274Net Income 2011: $8,5312011Revenue 2012: $34,214Expenses 2012: $19,060Net Income 2012: $15,1542012Revenue 2013: $35,711Expenses 2013: $26,003Net Income 2013: $9,7082013Revenue 2014: $46,298Expenses 2014: $45,154Net Income 2014: $1,1442014Revenue 2015: $46,868Expenses 2015: $41,536Net Income 2015: $5,3322015Revenue 2016: $54,201Expenses 2016: $63,855Net Income 2016: -$9,6542016Revenue 2017: $54,303Expenses 2017: $58,267Net Income 2017: -$3,9642017Revenue 2018: $73,211Expenses 2018: $64,034Net Income 2018: $9,1772018Revenue 2019: $81,752Expenses 2019: $77,184Net Income 2019: $4,5682019Revenue 2020: $30,238Expenses 2020: $43,811Net Income 2020: -$13,5732020Revenue 2021: $25,129Expenses 2021: $38,111Net Income 2021: -$12,9822021Revenue 2022: $42,598Expenses 2022: $34,296Net Income 2022: $8,3022022Revenue 2023: $55,712Expenses 2023: $58,615Net Income 2023: -$2,9032023Revenue 2024: $47,656Expenses 2024: $50,314Net Income 2024: -$2,6582024

Highlighted filing

2021

Revenue$25,129
Expenses$38,111
Net Income-$12,982
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Aug 8, 2022
Return Version
2021v4.0
Gross Receipts
$25,129
Mission and Program Overview

Mission

To provde fund raising education to non-profit organizations

To provide fund raising education to non-profit organizations

Program Services

DescriptionGrantsExpenses
TO PROVIDE FUND RAISING EDUCATION TO NON-PROFIT ORGANIZATIONS-$38,111
TO FOSTER THE DEVELOPMENT AND GROWTH OF PROFESSIONAL FUNDRAISING EXECUTIVES COMMITTED TO THE PRESERVATION AND ENHANCEMENT OF AN ETHICAL PHILANTHROPIC PROCESS IN SOCIETY AND TO PROMOTE PUBLIC UNDERSTANDING OF BOTH PHILANTHROPY AND THE PHILANTHROPIC PROCESS. BENEFITS APPROX. 125 MEMBERS. PROGRAMS INCLUDE MONTHLY NEWSLETTERS, EDUCATIONAL PROGRAMS, PHILANTHROPY DAY AWARD PROGRAMS.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIE ZUMASPresident-$0--
MELISSA SIEGFRIEDVP Admin/Pre-$0--
KATE COHEN MPASecretary-$0--
SHARON ALEXANDER CFREImmediate Pa-$0--
Filing and Contact Details

Filer

Filer Name
Eastern Pa Chapter Association
EIN
23-2496090
Phone
4845264136
Address
4300 WILSON BLVD SUITE 300, ARLINGTON, VA 22203-4167

Signing Officer

Name
Julie Zumas
Title
President
Phone
6107461002
Signed
2022-08-08
Discuss with paid preparer
Yes

Preparer

Firm
Regan Levin Bloss Brown & Savchak Pc
Address
645 HAMILTON ST STE 602, ALLENTOWN, PA 18101-2195
Preparer
Jeffrey S Berdahl CPA
Phone
6104347700
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses advertising & promotion 500 office 150 payroll preparation 866 board related costs 148 total 1,664

Form 990-ez, Part III, Line 31

To foster the development and growth of professional fundraising executives committed to the preservation and enhancement of an ethical philanthropic process in society and to promote public understanding of both philanthropy and the philanthropic process. Benefits approx. 125 members. Programs include monthly newsletters, educational programs, philanthropy day award programs.

Raw XML Appendix155 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.

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IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01664
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IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/PrintingPublicationsPostageAmt0419
IRS990EZ/ProgramServiceRevenueAmt019020
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING & PROMOTION 500 OFFICE 150 PAYROLL PREPARATION 866 BOARD RELATED COSTS 148 TOTAL 1,664
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO FOSTER THE DEVELOPMENT AND GROWTH OF PROFESSIONAL FUNDRAISING EXECUTIVES COMMITTED TO THE PRESERVATION AND ENHANCEMENT OF AN ETHICAL PHILANTHROPIC PROCESS IN SOCIETY AND TO PROMOTE PUBLIC UNDERSTANDING OF BOTH PHILANTHROPY AND THE PHILANTHROPIC PROCESS. BENEFITS APPROX. 125 MEMBERS. PROGRAMS INCLUDE MONTHLY NEWSLETTERS, EDUCATIONAL PROGRAMS, PHILANTHROPY DAY AWARD PROGRAMS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0JULIE ZUMAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06107461002
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-08-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EASTERN PA CHAPTER ASSOCIATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0OF FUNDRAISING PROFESSIONALS
ReturnHeader/Filer/BusinessNameControlTxt0EAST
ReturnHeader/Filer/EIN0232496090
ReturnHeader/Filer/PhoneNum04845264136
ReturnHeader/Filer/USAddress/AddressLine1Txt04300 WILSON BLVD SUITE 300
ReturnHeader/Filer/USAddress/CityNm0ARLINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd0222034167
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0270641509
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0REGAN LEVIN BLOSS BROWN & SAVCHAK PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0645 HAMILTON ST STE 602
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ALLENTOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
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ReturnHeader/PreparerPersonGrp/PhoneNum06104347700
ReturnHeader/PreparerPersonGrp/PreparationDt02022-09-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY S BERDAHL CPA
ReturnHeader/ReturnTs02022-09-12T15:27:20-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SHARON
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ALEXANDER
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$52.0$2.57$49.4$47.7$50.3$2.66
2023Detailed filing. Detailed filing data is available for this year.$52.1$52.1$55.7$58.6$2.90
2022Detailed filing. Detailed filing data is available for this year.$55.0$55.0$42.6$34.3$8.30
2021Detailed filing. Detailed filing data is available for this year.$46.7$46.7$25.1$38.1$13.0
2020Detailed filing. Detailed filing data is available for this year.$59.7$59.7$30.2$43.8$13.6
2019Detailed filing. Detailed filing data is available for this year.$73.3$73.3$81.8$77.2$4.57
2018Detailed filing. Detailed filing data is available for this year.$68.7$68.7$73.2$64.0$9.18
2017Detailed filing. Detailed filing data is available for this year.$59.5$59.5$54.3$58.3$3.96
2016Detailed filing. Detailed filing data is available for this year.$63.5$63.5$54.2$63.9$9.65
2015Detailed filing. Detailed filing data is available for this year.$73.1$73.1$46.9$41.5$5.33
2014Detailed filing. Detailed filing data is available for this year.$67.8$67.8$46.3$45.2$1.14
2013Detailed filing. Detailed filing data is available for this year.$66.7$66.7$35.7$26.0$9.71
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$56.9$56.9$34.2$19.1$15.2
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$41.8$41.8$36.8$28.3$8.53