Civic Intelligence

John Barclay Home & School Association Inc

EIN 23-2811540 • 501(c)3 • Warrington, PA

Profile

enhance the educational experience of school for children

2015 Palomino DriveWarrington, PA 18976

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

93rd percentile

1.00x

Higher debt load relative to assets than 93% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

97th percentile

2.35x

Higher debt load relative to revenue than 97% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

31st percentile

-9.1%

Higher net margin than 31% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

64th percentile

6.6%

Faster asset growth than 64% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

14th percentile

-63%

Faster revenue growth than 14% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Up

$27,716

Up $1,721 (+6.6%) from 2019

Liabilities

Up

$27,716

Up $1,721 (+6.6%) from 2019

Net Assets

Flat

$0

Flat from 2019

Operations
Liabilities / Revenue97th percentileNet Margin31st percentile

Revenue

Down

$11,808

Down $19,963 (-63%) from 2019

Expenses

Down

$12,883

Down $9,025 (-41%) from 2019

Net Income

Down

-$1,075

Down $10,938 (-111%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth64th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$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

2020

Assets$27,716
Liabilities$27,716
Net Assets$0
Open 2020 Filing

Operations Trend

Revenue Growth14th percentile

Revenue, expenses, and net income by year, with the latest 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

2020

Revenue$11,808
Expenses$12,883
Net Income-$1,075
Open 2020 Filing

Filings

Most recent year

2020 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$27,716
Liabilities
$27,716
Net assets
$0
Revenue
$11,808
Expenses
$12,883
Net income
-$1,075
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
Latest Detailed Filing

The latest 2020 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2016 below.

Jump To
Filing Snapshot
Filing Period
Aug 1, 2015 to Jul 31, 2016
Signed
Nov 29, 2016
Return Version
2015v2.1
Gross Receipts
$25,764
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-$17,602
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.-$2,411
Staff Assistance Purchase of classroom supplies, teaching aids for classroom and school teachers. This includes purchase of books for library and additional gym equipment.-$1,621
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jenine ZdanowiczPresident-$0--
Heather HarperCorresponding Secretary-$0--
Jennifer MatczakRecording Secretary-$0--
Karen WhiteTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
John Barclay Home & School Association Inc
EIN
23-2811540
Phone
2678934100
Address
2015 Palomino Drive, Warrington, PA 18976

Signing Officer

Name
Karen White
Title
Treasurer
Signed
2016-11-29
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 17,602”

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

“School Social Activities 2,411”

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

“Staff Assistance 1,621”

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. -3,731”

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

“Accounts Payable and Advances Beginning of year 21,555, End of year 23,700”

Raw XML Appendix127 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/ZIPCd0189762223
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt021555
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt023700
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03731
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0200
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt021555
IRS990EZ/Form990TotalAssetsGrp/EOYAmt023700
IRS990EZ/GrossReceiptsAmt025764
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/PersonNm0Jenine Zdanowicz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Heather Harper
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jennifer Matczak
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/OtherChangesInNetAssetsAmt0-3731
IRS990EZ/OtherExpensesTotalAmt021634
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Enhance the educational experience of school for children
IRS990EZ/PrintingPublicationsPostageAmt0199
IRS990EZ/ProgramServiceRevenueAmt025764
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/ProgramServiceExpensesAmt017602
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12411
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21621
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt021555
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt023700
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt022033
IRS990EZ/TotalProgramServiceExpensesAmt021634
IRS990EZ/TotalRevenueAmt025764
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 17,602
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1School Social Activities 2,411
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Staff Assistance 1,621
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. -3,731
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Accounts Payable and Advances Beginning of year 21,555, End of year 23,700
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Karen White
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0John Barclay Home & School Association Inc
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0232811540
ReturnHeader/Filer/PhoneNum02678934100
ReturnHeader/Filer/USAddress/AddressLine1Txt02015 Palomino Drive
ReturnHeader/Filer/USAddress/CityNm0Warrington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd018976
ReturnHeader/PreparerPersonGrp/PhoneNum02678794751
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ellyn L Feldman CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-11-29T08:17:23-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-08-01
ReturnHeader/TaxPeriodEndDt02016-07-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

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