Civic Intelligence

John Barclay Home & School Association Inc

990EZ • Fiscal year 2014 • EIN 23-2811540

Aug 01, 2013 to Jul 31, 2014 • Filed on Oct 06, 2014

Organization ProfileN/A
2015 Palomino Drive18976

(267) 893-4100

Siviq Scores

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

Liabilities / Assets

94th percentile

1.00x

Higher debt load relative to assets than 94% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

94th percentile

0.77x

Higher debt load relative to revenue than 94% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

81st percentile

25%

Higher net margin than 81% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

80th percentile

36%

Faster asset growth than 80% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

23rd percentile

-19%

Faster revenue growth than 23% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets94th percentile

Assets

Up

$23,618

Up $6,264 (+36%) from 2013

Net Assets

Flat

$0

Flat from 2013

Liabilities

Up

$23,618

Up $6,264 (+36%) from 2013

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin81st percentile

Revenue

Down

$30,681

Down $7,279 (-19%) from 2013

Expenses

Down

$23,113

Down $879 (-3.7%) from 2013

Net Income

Down

$7,568

Down $6,400 (-46%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

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

$40K$30K$20K$10K$0Assets 2011: $10,063Liabilities 2011: $6,3722011Assets 2012: $12,362Liabilities 2012: $12,3622012Assets 2013: $17,354Liabilities 2013: $17,354Net Assets 2013: $02013Assets 2014: $23,618Liabilities 2014: $23,618Net Assets 2014: $02014Assets 2015: $21,555Liabilities 2015: $21,555Net Assets 2015: $02015Assets 2016: $23,700Liabilities 2016: $23,700Net Assets 2016: $02016Assets 2017: $32,026Liabilities 2017: $32,026Net Assets 2017: $02017Assets 2018: $21,289Liabilities 2018: $21,289Net Assets 2018: $02018Assets 2019: $25,995Liabilities 2019: $25,995Net Assets 2019: $02019Assets 2020: $27,716Liabilities 2020: $27,716Net Assets 2020: $02020

Highlighted filing

2014

Assets$23,618
Liabilities$23,618
Net Assets$0
Open 2014 Filing

Operations Trend

Revenue Growth23rd percentile

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

$40K$20K$0-$20KRevenue 2011: $27,913Expenses 2011: $22,068Net Income 2011: $5,8452011Revenue 2012: $26,690Expenses 2012: $22,633Net Income 2012: $4,0572012Revenue 2013: $37,960Expenses 2013: $23,992Net Income 2013: $13,9682013Revenue 2014: $30,681Expenses 2014: $23,113Net Income 2014: $7,5682014Revenue 2015: $35,349Expenses 2015: $27,820Net Income 2015: $7,5292015Revenue 2016: $25,764Expenses 2016: $22,033Net Income 2016: $3,7312016Revenue 2017: $36,750Expenses 2017: $22,597Net Income 2017: $14,1532017Revenue 2018: $15,419Expenses 2018: $21,843Net Income 2018: -$6,4242018Revenue 2019: $31,771Expenses 2019: $21,908Net Income 2019: $9,8632019Revenue 2020: $11,808Expenses 2020: $12,883Net Income 2020: -$1,0752020

Highlighted filing

2014

Revenue$30,681
Expenses$23,113
Net Income$7,568
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2013 to Jul 31, 2014
Signed
Oct 6, 2014
Return Version
2013v3.1
Gross Receipts
$30,681
Mission and Program Overview

Mission

Enhance childrens educational experience

enhance the educational experience of school for children

Program Services

DescriptionGrantsExpenses
Educational Assemblies/Class Trips for Students and Staff-$17,998
School Social Activities Family Fun Nites for students parents outside classroom environment. This allows children and families in the school to get to know each other and forge friendships.-$3,227
Staff Assistance Purchase of classroom supplies, teaching aids for classroom and school teachers. This includes purchase of books for library and additional gym equipment.-$1,688
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Glenna BonargoPresident-$0--
Sally MacLeodCorresponding Secretary-$0--
Sharon RussoRecording Secretary-$0--
Karen WhiteTreasurer-$0--
Filing and Contact Details

Filer

EIN
23-2811540
Phone
2678934100

Signing Officer

Name
Karen White
Title
Treasurer
Signed
2014-10-06
Discuss with paid preparer
Yes

Preparer

Preparer
Ellyn L Feldman CPA
Phone
2678794751
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

“Educational Assemblies/Class Trips for Students and Staff 17,998”

Form 990-EZ, Part I, Line 16, Other Expenses

“School Social Activities 3,227”

Form 990-EZ, Part I, Line 16, Other Expenses

“Staff Assistance 1,688”

Form 990-EZ, Part I, Line 20, Net Assets

“All income is required to be set aside for future Wishlist expenses, and is therefore adjusted to reflect a liability on the balance sheet. -7,568”

Form 990-EZ, Part II, Line 26, Liabilities

“Accounts Payable and Advances Beginning of year 17,354, End of year 23,618”

Raw XML Appendix126 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/PersonNm0John Barclay Elementary School
IRS990EZ/BooksInCareOfDetail/PhoneNum02678934100
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine102015 Palomino Drive
IRS990EZ/BooksInCareOfDetail/USAddress/City0Warrington
IRS990EZ/BooksInCareOfDetail/USAddress/State0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode0189762223
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt017354
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt023618
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07568
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0200
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt017354
IRS990EZ/Form990TotalAssetsGrp/EOYAmt023618
IRS990EZ/GrossReceiptsAmt030681
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Glenna Bonargo
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Sally MacLeod
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Sharon Russo
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Karen White
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Corresponding Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Recording Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-7568
IRS990EZ/OtherExpensesTotalAmt022913
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0enhance the educational experience of school for children
IRS990EZ/ProgramServiceRevenueAmt030681
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Educational Assemblies/Class Trips for Students and Staff
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1School Social Activities Family Fun Nites for students parents outside classroom environment. This allows children and families in the school to get to know each other and forge friendships.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Staff Assistance Purchase of classroom supplies, teaching aids for classroom and school teachers. This includes purchase of books for library and additional gym equipment.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt017998
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13227
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21688
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt017354
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt023618
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt023113
IRS990EZ/TotalProgramServiceExpensesAmt022913
IRS990EZ/TotalRevenueAmt030681
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PrivateFoundation170Ind0X
IRS990ScheduleA/PrivateFoundation509Ind0X
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/Total509Grp/TotalAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Educational Assemblies/Class Trips for Students and Staff 17,998
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1School Social Activities 3,227
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Staff Assistance 1,688
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3All income is required to be set aside for future Wishlist expenses, and is therefore adjusted to reflect a liability on the balance sheet. -7,568
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Accounts Payable and Advances Beginning of year 17,354, End of year 23,618
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 20, Net Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part II, Line 26, Liabilities
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Karen White
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-06
ReturnHeader/Filer/BusinessName/BusinessNameLine10John Barclay Home & School Association Inc
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0232811540
ReturnHeader/Filer/PhoneNum02678934100
ReturnHeader/Filer/USAddress/AddressLine102015 Palomino Drive
ReturnHeader/Filer/USAddress/City0Warrington
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode018976
ReturnHeader/PreparerPersonGrp/PhoneNum02678794751
ReturnHeader/PreparerPersonGrp/PreparationDt02014-10-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ellyn L Feldman CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-10-06T06:47:23-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-08-01
ReturnHeader/TaxPeriodEndDt02014-07-31
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
$23,618
Liabilities
$23,618
Net assets
$0
Revenue
$30,681
Expenses
$23,113
Net income
$7,568
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.7$27.7$0.00$11.8$12.9$1.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.0$26.0$0.00$31.8$21.9$9.86
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.3$21.3$0.00$15.4$21.8$6.42
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$32.0$32.0$0.00$36.8$22.6$14.2
2016Detailed filing. Detailed filing data is available for this year.$23.7$23.7$0.00$25.8$22.0$3.73
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.6$21.6$0.00$35.3$27.8$7.53
2014Detailed filing. Detailed filing data is available for this year.$23.6$23.6$0.00$30.7$23.1$7.57
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.4$17.4$0.00$38.0$24.0$14.0
2012Summary only. Only limited summary data is available for this year.$12.4$12.4$26.7$22.6$4.06
2011Summary only. Only limited summary data is available for this year.$10.1$6.37$27.9$22.1$5.85
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • <$500k nonprofits

Location unavailable

View Organization

043174487

501(c)3

Revenue$13,467
Assets$30,650

Revenue vs current organization

56% lower

Assets vs current organization

30% higher