Civic Intelligence

Cocalico Senior Association

990EZ • Fiscal year 2015 • EIN 23-2572631

Jul 01, 2014 to Jun 30, 2015 • Filed on Sep 29, 2015

P O Box 253Reinholds, PA 17569

(717) 336-7489

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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

63rd percentile

9.5%

Higher net margin than 63% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

63rd percentile

10%

Faster asset growth than 63% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

69th percentile

16%

Faster revenue growth than 69% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$136,591

Up $12,477 (+10%) from 2014

Net Assets

Up

$136,591

Up $12,477 (+10%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$131,943

Up $18,077 (+16%) from 2014

Expenses

Down

$119,466

Down $8,233 (-6.4%) from 2014

Net Income

Up

$12,477

Up $26,310 (+190%) from 2014

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2010: $156,495Net Assets 2010: $156,4952010Assets 2011: $165,342Liabilities 2011: $02011Assets 2012: $147,874Net Assets 2012: $147,8742012Assets 2013: $137,947Net Assets 2013: $137,9472013Assets 2014: $124,114Net Assets 2014: $124,1142014Assets 2015: $136,591Net Assets 2015: $136,5912015Assets 2016: $103,656Net Assets 2016: $103,6562016Assets 2017: $95,278Net Assets 2017: $95,2782017Assets 2018: $91,099Liabilities 2018: $02018Assets 2019: $82,601Liabilities 2019: $02019

Highlighted filing

2015

Assets$136,591
Liabilities-
Net Assets$136,591

Operations Trend

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

$200K$100K$0-$100KRevenue 2010: $67,593Expenses 2010: $153,804Net Income 2010: -$86,2112010Revenue 2011: $148,145Expenses 2011: $139,297Net Income 2011: $8,8482011Revenue 2012: $113,501Expenses 2012: $130,969Net Income 2012: -$17,4682012Revenue 2013: $121,304Expenses 2013: $131,231Net Income 2013: -$9,9272013Revenue 2014: $113,866Expenses 2014: $127,699Net Income 2014: -$13,8332014Revenue 2015: $131,943Expenses 2015: $119,466Net Income 2015: $12,4772015Revenue 2016: $91,819Expenses 2016: $124,754Net Income 2016: -$32,9352016Revenue 2017: $92,430Expenses 2017: $100,808Net Income 2017: -$8,3782017Revenue 2018: $96,402Expenses 2018: $100,581Net Income 2018: -$4,1792018Revenue 2019: $7,090Expenses 2019: $15,588Net Income 2019: -$8,4982019

Highlighted filing

2015

Revenue$131,943
Expenses$119,466
Net Income$12,477
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Sep 29, 2015
Return Version
2014v5.0
Gross Receipts
$151,135
Mission and Program Overview

Mission

Daily operation of senior center

Program Services

DescriptionGrantsExpenses
PROVIDE SOCIAL AND EDUCATIONAL ACTIVITIES FOR PEOPLE OVER 60 YEARS OLD. AVERAGE DAILY ATTENDANCE 30-35 PERSONS.-$118,386
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
REV DAVID BRUMBAUGHPresidentPT$0--
BRENDA FIDLERBoard Member-$0--
DAVID B LLOYDSecretary-$0--
MATTHEW J PAULTreasurer-$0--
REV MIKE RONEYBoard Member-$0--
ANDREW GEHMANVice Preside-$0--
MARDEL LAUSCHBoard Member-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Chicken Barbequ$18,011$18,011$11,436$6,575
Annual Banquet/$13,860$13,860$7,332$6,528
Total Events$37,440$37,440$19,192$18,248
Filing and Contact Details

Filer

Filer Name
Cocalico Senior Association
EIN
23-2572631
Phone
7173367489
Address
P O BOX 253, REINHOLDS, PA 17569

Signing Officer

Name
Matthew J Paul
Title
Treasurer
Phone
7173367489
Signed
2015-09-29
Discuss with paid preparer
Yes

Preparer

Firm
Weinhold Nickel & Company Llp
Address
PO BOX 610, REAMSTOWN, PA 17567
Preparer
Daniel B Ensinger CPA
Phone
7173363801
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Miscellaneous 233 total 233

Form 990-ez, Part I, Line 16

Expenses advertising 31 mileage & conferences 525 insurance 7,681 program costs 4,937 bus operating expenses 1,695 other 536 dues and subscriptions 307 program supplies 1,982 bank fees 145 non-investment depreciation 7,986 total 25,825

Form 990-ez, Part II, Line 24

Prepaid expenses and deferred charges 0 100 equipment & other depreciable assets 19,946 19,946 less accumulated depreciation 14,456 16,169 computer software 1,876 1,876 less accumulated amortization 1,876 1,876 total 5,490 3,877

Raw XML Appendix177 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/BooksInCareOfDetail/PhoneNum07176066312
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0REINHOLDS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0REV DAVID BRUMBAUGH
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MATTHEW J PAUL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4REV MIKE RONEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ANDREW GEHMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MARDEL LAUSCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt05490
IRS990EZ/OtherAssetsTotalDetail/EOYAmt03877
IRS990EZ/OtherExpensesTotalAmt025825
IRS990EZ/OtherRevenueTotalAmt0233
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0DAILY OPERATION OF SENIOR CENTER
IRS990EZ/PrintingPublicationsPostageAmt0428
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE SOCIAL AND EDUCATIONAL ACTIVITIES FOR PEOPLE OVER 60 YEARS OLD. AVERAGE DAILY ATTENDANCE 30-35 PERSONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0118386
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt051828
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IRS990EZ/SpecialEventsNetIncomeLossAmt018248
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0PA
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0101207
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt098948
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0135752
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0543451
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt08
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0176
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IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99960
IRS990ScheduleA/PublicSupportPY170Pct00.99250
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0113462
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0135752
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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CHICKEN BARBEQU
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0ANNUAL BANQUET/
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt018011
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt013860
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt05569
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt018011
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt013860
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt05569
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt0424
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt011436
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt07332
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISCELLANEOUS 233 TOTAL 233
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES ADVERTISING 31 MILEAGE & CONFERENCES 525 INSURANCE 7,681 PROGRAM COSTS 4,937 BUS OPERATING EXPENSES 1,695 OTHER 536 DUES AND SUBSCRIPTIONS 307 PROGRAM SUPPLIES 1,982 BANK FEES 145 NON-INVESTMENT DEPRECIATION 7,986 TOTAL 25,825
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PREPAID EXPENSES AND DEFERRED CHARGES 0 100 EQUIPMENT & OTHER DEPRECIABLE ASSETS 19,946 19,946 LESS ACCUMULATED DEPRECIATION 14,456 16,169 COMPUTER SOFTWARE 1,876 1,876 LESS ACCUMULATED AMORTIZATION 1,876 1,876 TOTAL 5,490 3,877
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MATTHEW J PAUL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07173367489
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-09-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0COCALICO SENIOR ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0COCA
ReturnHeader/Filer/EIN0232572631
ReturnHeader/Filer/PhoneNum07173367489
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 253
ReturnHeader/Filer/USAddress/CityNm0REINHOLDS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd017569
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0231934726
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WEINHOLD NICKEL & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 610
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0REAMSTOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd017567
ReturnHeader/PreparerPersonGrp/PhoneNum07173363801
ReturnHeader/PreparerPersonGrp/PreparationDt02015-09-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL B ENSINGER CPA
ReturnHeader/ReturnTs02015-10-08T11:03:27-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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