Civic Intelligence

John Barclay Home & School Association Inc

990EZ • Fiscal year 2017 • EIN 23-2811540

Aug 01, 2016 to Jul 31, 2017 • Filed on Nov 18, 2017

Organization ProfileN/A
2015 Palomino DriveWarrington, PA 18976

(267) 893-4100

Siviq Scores

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

Liabilities / Assets

95th percentile

1.00x

Higher debt load relative to assets than 95% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

95th percentile

0.87x

Higher debt load relative to revenue than 95% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

88th percentile

39%

Higher net margin than 88% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

80th percentile

35%

Faster asset growth than 80% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

83rd percentile

43%

Faster revenue growth than 83% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets95th percentile

Assets

Up

$32,026

Up $8,326 (+35%) from 2016

Net Assets

Flat

$0

Flat from 2016

Liabilities

Up

$32,026

Up $8,326 (+35%) from 2016

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin88th percentile

Revenue

Up

$36,750

Up $10,986 (+43%) from 2016

Expenses

Up

$22,597

Up $564 (+2.6%) from 2016

Net Income

Up

$14,153

Up $10,422 (+279%) from 2016

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

2017

Assets$32,026
Liabilities$32,026
Net Assets$0
Open 2017 Filing

Operations Trend

Revenue Growth83rd 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

2017

Revenue$36,750
Expenses$22,597
Net Income$14,153
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2016 to Jul 31, 2017
Signed
Nov 18, 2017
Return Version
2016v3.0
Gross Receipts
$36,750
Mission and Program Overview

Mission

Enhance childrens educational experience

Program Services

DescriptionGrantsExpenses
Educational AssembliesClass Trips for Students and Staff-$17,583
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-$2,527
Staff Assistance Purchase of classroom supplies teaching aids for classroom and school teachers This includes purchase of books for library and additional gym equipment-$1,937
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Laura BullardCo-President-$0--
Megan KurekCo-President-$0--
Krista SpadtCorresponding Secretary-$0--
Karen WhiteRecording Secretary-$0--
Linda FreundTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
John Barclay Home & School Assoc
EIN
23-2811540
Address
2015 Palomino Drive, Warrington, PA 18976

Signing Officer

Name
Linda Freund
Title
Treasurer
Phone
2678934100
Signed
2017-11-18
Discuss with paid preparer
Yes

Preparer

Firm
Ellyn L Feldman MST CPA
Address
960 Camelot Road, Furlong, PA 18925
Preparer
Ellyn L Feldman
Phone
2678794751
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountEducational Assemblies/Class Trips 17,583School Social Activities 2,527Staff Assistance 1,937”

Other changes in net assets or fund balances Part I line 20

“Description AmountAll income is required to be set (14,153)aside for future Wishlist expenses, and is therefore adjusted to reflect a liability on the balance sheet.”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearAccounts Payable and Advances 23,700 32,026”

Raw XML Appendix160 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/AddressLine1Txt02015 Palomino Drive
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Warrington
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd018976
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt023700
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt032026
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt014153
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0250
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt023700
IRS990EZ/Form990TotalAssetsGrp/EOYAmt032026
IRS990EZ/GrossReceiptsAmt036750
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OccupancyRentUtltsAndMaintAmt0300
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Laura Bullard
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Megan Kurek
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Krista Spadt
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Karen White
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Linda Freund
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Co-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Co-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Corresponding Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Recording Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt0-14153
IRS990EZ/OtherExpensesTotalAmt022047
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Enhance childrens educational experience
IRS990EZ/ProgramServiceRevenueAmt036750
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Educational AssembliesClass 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
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/ProgramServiceExpensesAmt017583
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12527
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21937
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt023700
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt032026
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt022597
IRS990EZ/TotalProgramServiceExpensesAmt022047
IRS990EZ/TotalRevenueAmt036750
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt036750
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt025764
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt035349
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt030681
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt037960
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0166504
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0166504
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt036750
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt025764
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt035349
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt030681
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt037960
IRS990ScheduleA/Total509Grp/TotalAmt0166504
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt036750
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt025764
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt035349
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt030681
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt037960
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0166504
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountEducational Assemblies/Class Trips 17,583School Social Activities 2,527Staff Assistance 1,937
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountAll income is required to be set (14,153)aside for future Wishlist expenses, and is therefore adjusted to reflect a liability on the balance sheet.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearAccounts Payable and Advances 23,700 32,026
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other changes in net assets or fund balances Part I line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of total liabilities Part II line 26
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Linda Freund
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum02678934100
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0John Barclay Home & School Assoc
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0232811540
ReturnHeader/Filer/USAddress/AddressLine1Txt02015 Palomino Drive
ReturnHeader/Filer/USAddress/CityNm0Warrington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd018976
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0CFF8C5B46F856F985990B5C0642D2B8A77F9A89A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0CFF8C5B46F856F985990B5C0642D2B8A77F9A89A
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId02375382017338hu5ukut
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-12-04
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.36.83.194
ReturnHeader/FilingSecurityInformation/IPDt02017-12-04
ReturnHeader/FilingSecurityInformation/IPTm010:05:59
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Ellyn L Feldman MST CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0960 Camelot Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Furlong
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd018925
ReturnHeader/PreparerPersonGrp/PhoneNum02678794751
ReturnHeader/PreparerPersonGrp/PreparationDt02017-12-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ellyn L Feldman
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-12-04T10:04:09-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-08-01
ReturnHeader/TaxPeriodEndDt02017-07-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$32,026
Liabilities
$32,026
Net assets
$0
Revenue
$36,750
Expenses
$22,597
Net income
$14,153
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
2017Detailed filing. Detailed filing data is available for this year.$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