Civic Intelligence

William Penn Education Association

990EZ • Fiscal year 2014 • EIN 23-2607031

Sep 01, 2013 to Aug 31, 2014 • Filed on Apr 10, 2015

Organization ProfileN/A
148 School House Lane19015

(610) 499-5990

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 2014

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2014

Net Margin

14th percentile

-15%

Higher net margin than 14% of similar nonprofits.

2014 filings • 501(c)5 • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$10,800

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 21.9% of source-year revenue.

2014 filings • 501(c)5 • <$500k nonprofits • Source year 2014

Asset Growth

22nd percentile

-9.0%

Faster asset growth than 22% of similar nonprofits.

2014 filings • 501(c)5 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

98th percentile

122%

Faster revenue growth than 98% of similar nonprofits.

2014 filings • 501(c)5 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$75,435

Down $7,420 (-9.0%) from 2013

Net Assets

Down

$75,435

Down $7,420 (-9.0%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin14th percentile

Revenue

Up

$49,221

Up $27,042 (+122%) from 2013

Expenses

Down

$56,641

Down $13,182 (-19%) from 2013

Net Income

Up

-$7,420

Up $40,224 (+84%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$150K$100K$50K$0Assets 2013: $82,855Net Assets 2013: $82,8552013Assets 2014: $75,435Net Assets 2014: $75,4352014Assets 2015: $62,227Net Assets 2015: $62,2272015Assets 2016: $63,306Net Assets 2016: $63,3062016Assets 2017: $67,941Net Assets 2017: $67,9412017Assets 2019: $76,654Net Assets 2019: $76,6542019Assets 2020: $84,760Net Assets 2020: $84,7602020Assets 2021: $92,806Net Assets 2021: $92,8062021Assets 2022: $105,404Net Assets 2022: $105,4042022Assets 2023: $109,667Net Assets 2023: $109,6672023Assets 2024: $108,199Net Assets 2024: $108,1992024Assets 2025: $101,615Net Assets 2025: $101,6152025

Highlighted filing

2014

Assets$75,435
Liabilities-
Net Assets$75,435
Open 2014 Filing

Operations Trend

Revenue Growth98th percentile

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

$100K$50K$0-$50KRevenue 2013: $22,179Expenses 2013: $69,823Net Income 2013: -$47,6442013Revenue 2014: $49,221Expenses 2014: $56,641Net Income 2014: -$7,4202014Revenue 2015: $34,487Expenses 2015: $47,695Net Income 2015: -$13,2082015Revenue 2016: $50,208Expenses 2016: $49,129Net Income 2016: $1,0792016Revenue 2017: $49,179Expenses 2017: $44,544Net Income 2017: $4,6352017Revenue 2019: $46,947Expenses 2019: $42,982Net Income 2019: $3,9652019Revenue 2020: $42,428Expenses 2020: $34,322Net Income 2020: $8,1062020Revenue 2021: $46,225Expenses 2021: $38,179Net Income 2021: $8,0462021Revenue 2022: $49,949Expenses 2022: $37,351Net Income 2022: $12,5982022Revenue 2023: $45,699Expenses 2023: $41,436Net Income 2023: $4,2632023Revenue 2024: $37,095Expenses 2024: $38,563Net Income 2024: -$1,4682024Revenue 2025: $35,135Expenses 2025: $41,719Net Income 2025: -$6,5842025

Highlighted filing

2014

Revenue$49,221
Expenses$56,641
Net Income-$7,420
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2013 to Aug 31, 2014
Signed
Apr 10, 2015
Return Version
2013v4.0
Gross Receipts
$49,221
Mission and Program Overview

Mission

Activities of a teacher's union

Program Services

DescriptionGrantsExpenses
ACTIVITIES OF A TEACHER'S UNION--
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DENISE JINGOZIANPresident-$10,800-$10,800
LISA BATESVice President-$5,400-$5,400
PATRICIA MATTEROTreasurer-$3,744-$3,744
ELIZABETH SCHULTZSecretary-$3,744-$3,744
Filing and Contact Details

Filer

EIN
23-2607031
Phone
6104995990

Signing Officer

Name
Patricia Mattero
Title
Treasurer
Signed
2015-04-10
Discuss with paid preparer
Yes

Preparer

Preparer
John S Frost
Phone
2156658560
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $2344”

Other Expenses.1007

“Conferences, Conventions, and Meetings $7323”

Other Expenses.1

“Scholarships & donations $10107”

Other Expenses.2

“Membership & recruitment $1449”

Other Expenses.3

“BANK CHARGES $25”

Raw XML Appendix109 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/PersonNm0PATRICIA MATTERO
IRS990EZ/BooksInCareOfDetail/PhoneNum06104995990
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10148 SCHOOL HOUSE LN
IRS990EZ/BooksInCareOfDetail/USAddress/City0BROOKHAVEN
IRS990EZ/BooksInCareOfDetail/USAddress/State0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode019015
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt082855
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt075435
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-7420
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0475
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt082855
IRS990EZ/Form990TotalAssetsGrp/EOYAmt075435
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt049221
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt045
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt082855
IRS990EZ/NetAssetsOrFundBalancesEOYAmt075435
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt082855
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt075435
IRS990EZ/OccupancyRentUtltsAndMaintAmt02748
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt03744
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110800
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt25400
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt33744
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PATRICIA MATTERO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DENISE JINGOZIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LISA BATES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ELIZABETH SCHULTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt021248
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ACTIVITIES OF A TEACHER'S UNION
IRS990EZ/ProgramServiceRevenueAmt049176
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ACTIVITIES OF A TEACHER'S UNION
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt032170
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt056641
IRS990EZ/TotalRevenueAmt049221
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $2344
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, Conventions, and Meetings $7323
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SCHOLARSHIPS & DONATIONS $10107
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MEMBERSHIP & RECRUITMENT $1449
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BANK CHARGES $25
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICIA MATTERO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-10
ReturnHeader/Filer/BusinessName/BusinessNameLine10WILLIAM PENN EDUCATION ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0232607031
ReturnHeader/Filer/PhoneNum06104995990
ReturnHeader/Filer/USAddress/AddressLine10148 SCHOOL HOUSE LANE
ReturnHeader/Filer/USAddress/City0BROOKHAVEN
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode019015
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10JOHN S FROST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101880 JOHN F KENNEDY BLVD STE 1401
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0PHILADELPHIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0191037426
ReturnHeader/PreparerPersonGrp/PhoneNum02156658560
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John S Frost
ReturnHeader/ReturnTs02015-04-10T16:19:37-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-09-01
ReturnHeader/TaxPeriodEndDt02014-08-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$75,435
Liabilities
-
Net assets
$75,435
Revenue
$49,221
Expenses
$56,641
Net income
-$7,420
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.02$1.02$0.35$0.42$0.07
2024Detailed filing. Detailed filing data is available for this year.$1.08$1.08$0.37$0.39$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.10$1.10$0.46$0.41$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.05$1.05$0.50$0.37$0.13
2021Detailed filing. Detailed filing data is available for this year.$0.93$0.93$0.46$0.38$0.08
2020Detailed filing. Detailed filing data is available for this year.$0.85$0.85$0.42$0.34$0.08
2019Detailed filing. Detailed filing data is available for this year.$0.77$0.77$0.47$0.43$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.68$0.68$0.49$0.45$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.63$0.63$0.50$0.49$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.62$0.62$0.34$0.48$0.13
2014Detailed filing. Detailed filing data is available for this year.$0.75$0.75$0.49$0.57$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.83$0.83$0.22$0.70$0.48