Civic Intelligence

Lower Moreland PTA

EIN 23-2847839 • 501(c)3 • Huntingdon Valley, PA

Profile

Support of student education through assembly programs, educational activities and materials, scholarships, and support of faculty and staff

PO Box 1005Huntingdon Valley, PA 19006

lmtsd.org

Siviq Scores

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

Liabilities / Assets

70th percentile

0.02x

Higher debt load relative to assets than 70% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

77th percentile

0.04x

Higher debt load relative to revenue than 77% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

82nd percentile

31%

Higher net margin than 82% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

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 2023

Asset Growth

76th percentile

20%

Faster asset growth than 76% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

80th percentile

37%

Faster revenue growth than 80% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$99,513

Up $16,841 (+20%) from 2022

Liabilities

Flat

$1,959

Flat from 2022

Net Assets

Up

$97,554

Up $16,841 (+21%) from 2022

Revenue

Up

$53,990

Up $14,497 (+37%) from 2022

Expenses

Up

$37,149

Up $18,085 (+95%) from 2022

Net Income

Down

$16,841

Down $3,588 (-18%) from 2022

Trend Graphs

Balance Sheet Trend

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

$100K$50K$0Assets 2012: $41,643Liabilities 2012: $02012Assets 2013: $46,714Liabilities 2013: $02013Assets 2014: $50,986Liabilities 2014: $02014Assets 2015: $47,089Liabilities 2015: $02015Assets 2016: $51,205Liabilities 2016: $02016Assets 2017: $52,104Liabilities 2017: $02017Assets 2018: $77,538Liabilities 2018: $02018Assets 2019: $80,355Liabilities 2019: $02019Assets 2020: $69,765Liabilities 2020: $4,850Net Assets 2020: $64,9152020Assets 2021: $61,090Liabilities 2021: $806Net Assets 2021: $60,2842021Assets 2022: $82,672Liabilities 2022: $1,959Net Assets 2022: $80,7132022Assets 2023: $99,513Liabilities 2023: $1,959Net Assets 2023: $97,5542023

Highlighted filing

2023

Assets$99,513
Liabilities$1,959
Net Assets$97,554

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$150K$100K$50K$0-$50KRevenue 2012: $150,070Expenses 2012: $139,262Net Income 2012: $10,8082012Revenue 2013: $87,664Expenses 2013: $82,593Net Income 2013: $5,0712013Revenue 2014: $130,607Expenses 2014: $126,335Net Income 2014: $4,2722014Revenue 2015: $94,725Expenses 2015: $98,622Net Income 2015: -$3,8972015Revenue 2016: $100,554Expenses 2016: $96,438Net Income 2016: $4,1162016Revenue 2017: $134,862Expenses 2017: $133,963Net Income 2017: $8992017Revenue 2018: $160,770Expenses 2018: $135,336Net Income 2018: $25,4342018Revenue 2019: $150,408Expenses 2019: $147,591Net Income 2019: $2,8172019Revenue 2020: $91,287Expenses 2020: $106,727Net Income 2020: -$15,4402020Revenue 2021: $32,705Expenses 2021: $37,336Net Income 2021: -$4,6312021Revenue 2022: $39,493Expenses 2022: $19,064Net Income 2022: $20,4292022Revenue 2023: $53,990Expenses 2023: $37,149Net Income 2023: $16,8412023

Highlighted filing

2023

Revenue$53,990
Expenses$37,149
Net Income$16,841

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 13, 2023
Return Version
2022v5.0
Gross Receipts
$53,990
Mission and Program Overview

Mission

Support of student education through assembly programs, educational activities and materials, scholarships, and support of faculty and staff

Program Services

DescriptionGrantsExpenses
SUPPORT OF STUDENT EDUCATION THROUGH ASSEMBLY PROGRAMS, EDUCATIONAL ACTIVITIES AND MATERIALS, SCHOLARSHIPS, AND SUPPORT OF FACULTY AND STAFF$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARI CHARTOCKExecutive PresidentPT$0--
NICOLE MIRARCHIExecutive Vice PresidentPT$0--
AMY WOLBRANSKYExecutive TreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Lower Moreland Pta
EIN
23-2847839
Phone
2159380270
Address
PO BOX 1005, HUNTINGDON VALLEY, PA 19006

Signing Officer

Name
Cari Chartock
Title
Executive President
Phone
2159380270
Signed
2023-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Jebran & Abraham Pc
Address
350 E BUTLER AVE SUITE 202, NEW BRITAIN, PA 18901
Preparer
Thomas a Abraham Jr CPA
Phone
2674771061
Supplemental Narrative

Additional Explanations

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

Description: activities related to exempt functions. Amount: 6,961. Description: appreciation gifts. Amount: 3,027. Description: awards and scholarships. Amount: 7,425. Description: bank charges. Amount: 26. Description: fifth grade activities. Amount: 3,111. Description: hospitality. Amount: 1,614. Description: insurance. Amount: 428. Description: membership incentives. Amount: 1,579. Description: postage. Amount: 244. Description: student activity fund. Amount: 60. Description: supplies. Amount: 133. Description: cheddar up fees. Amount: 360. Description: storage. Amount: 1,211. Description: gifts to schools. Amount: 8,362. Description: one time special events. Amount: 2,608. Total to form 990-ez, line 16: 37,149.

Form 990-ez, Part II, Line 24 - Other Assets

Description: deposits. Beg. Of year amount: 1,600. End of year amount: 1,600.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: deposits. Beg. Of year amount: 1,959. End of year amount: 1,959.

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
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IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0AMY WOLBRANSKY
IRS990EZ/BooksInCareOfDetail/PhoneNum03234227424
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01476 GREENAWALT RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HUNTINGDON VALLEY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd019006
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt081072
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt097913
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
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IRS990EZ/DirectIndirectPltclExpendAmt00
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IRS990EZ/EngagedInExcessBenefitTransInd00
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IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
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IRS990EZ/GrossReceiptsAmt053990
IRS990EZ/GroupExemptionNum02052
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt04165
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt080713
IRS990EZ/NetAssetsOrFundBalancesEOYAmt097554
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt080713
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt097554
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt08.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt18.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt28.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CARI CHARTOCK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1NICOLE MIRARCHI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2AMY WOLBRANSKY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EXECUTIVE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1EXECUTIVE VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2EXECUTIVE TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01600
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01600
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt037149
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT OF STUDENT EDUCATION THROUGH ASSEMBLY PROGRAMS, EDUCATIONAL ACTIVITIES AND MATERIALS, SCHOLARSHIPS, AND SUPPORT OF FACULTY AND STAFF
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORT OF STUDENT EDUCATION THROUGH ASSEMBLY PROGRAMS, EDUCATIONAL ACTIVITIES AND MATERIALS, SCHOLARSHIPS, AND SUPPORT OF FACULTY AND STAFF
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0PA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01959
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01959
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt037149
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt053990
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0LMTSD.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04060
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04395
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt07785
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt05715
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt026120
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt049825
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt035433
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt039493
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt091287
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt053990
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: ACTIVITIES RELATED TO EXEMPT FUNCTIONS. AMOUNT: 6,961. DESCRIPTION: APPRECIATION GIFTS. AMOUNT: 3,027. DESCRIPTION: AWARDS AND SCHOLARSHIPS. AMOUNT: 7,425. DESCRIPTION: BANK CHARGES. AMOUNT: 26. DESCRIPTION: FIFTH GRADE ACTIVITIES. AMOUNT: 3,111. DESCRIPTION: HOSPITALITY. AMOUNT: 1,614. DESCRIPTION: INSURANCE. AMOUNT: 428. DESCRIPTION: MEMBERSHIP INCENTIVES. AMOUNT: 1,579. DESCRIPTION: POSTAGE. AMOUNT: 244. DESCRIPTION: STUDENT ACTIVITY FUND. AMOUNT: 60. DESCRIPTION: SUPPLIES. AMOUNT: 133. DESCRIPTION: CHEDDAR UP FEES. AMOUNT: 360. DESCRIPTION: STORAGE. AMOUNT: 1,211. DESCRIPTION: GIFTS TO SCHOOLS. AMOUNT: 8,362. DESCRIPTION: ONE TIME SPECIAL EVENTS. AMOUNT: 2,608. TOTAL TO FORM 990-EZ, LINE 16: 37,149.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: DEPOSITS. BEG. OF YEAR AMOUNT: 1,600. END OF YEAR AMOUNT: 1,600.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: DEPOSITS. BEG. OF YEAR AMOUNT: 1,959. END OF YEAR AMOUNT: 1,959.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CARI CHARTOCK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02159380270
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOWER MORELAND PTA
ReturnHeader/Filer/BusinessNameControlTxt0LOWE
ReturnHeader/Filer/EIN0232847839
ReturnHeader/Filer/PhoneNum02159380270
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1005
ReturnHeader/Filer/USAddress/CityNm0HUNTINGDON VALLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019006
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0300187276
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JEBRAN & ABRAHAM PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0350 E BUTLER AVE SUITE 202
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW BRITAIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd018901
ReturnHeader/PreparerPersonGrp/PhoneNum02674771061
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS A ABRAHAM JR CPA
ReturnHeader/ReturnTs02023-12-13T13:04:59-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CARI
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CHARTOCK
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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