Civic Intelligence

Lower Moreland PTA

990EZ • Fiscal year 2021 • EIN 23-2847839

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 09, 2021

PO Box 1005Huntingdon Valley, PA 19006

(215) 938-0270

Siviq Scores

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

Liabilities / Assets

65th percentile

0.01x

Higher debt load relative to assets than 65% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

70th percentile

0.02x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

22nd percentile

-14%

Higher net margin than 22% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

24th percentile

-12%

Faster asset growth than 24% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

12th percentile

-64%

Faster revenue growth than 12% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$61,090

Down $8,675 (-12%) from 2020

Net Assets

Down

$60,284

Down $4,631 (-7.1%) from 2020

Liabilities

Down

$806

Down $4,044 (-83%) from 2020

Revenue

Down

$32,705

Down $58,582 (-64%) from 2020

Expenses

Down

$37,336

Down $69,391 (-65%) from 2020

Net Income

Up

-$4,631

Up $10,809 (+70%) from 2020

Historical Trend

Balance Sheet Trend

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

$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

2021

Assets$61,090
Liabilities$806
Net Assets$60,284

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$32,705
Expenses$37,336
Net Income-$4,631
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 9, 2021
Return Version
2020v4.1
Gross Receipts
$32,705
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$37,357
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RACHEL FRANKELExecutive PresidentPT$0--
CARI CHARTOCKExecutive 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
Rachel Frankel
Title
Executive President
Phone
2159380270
Signed
2021-11-09
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: 17,410. Description: awards and scholarships. Amount: 5,300. Description: pizza and dessert. Amount: 2,822. Description: fifth grade activities. Amount: 2,073. Description: hospitality. Amount: 3,319. Description: insurance. Amount: 428. Description: membership dues to pa pta. Amount: 1,450. Description: postage. Amount: 141. Description: spiritwear. Amount: 3,078. Description: supplies. Amount: 207. Description: cheddar up fees. Amount: 1,108. Total to form 990-ez, line 16: 37,336.

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: 4,850. End of year amount: 806.

Raw XML Appendix159 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/ActivitiesNotPreviouslyRptInd00
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/BOYAmt068165
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt059490
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt028310
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-4631
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt069765
IRS990EZ/Form990TotalAssetsGrp/EOYAmt061090
IRS990EZ/GrossReceiptsAmt032705
IRS990EZ/GroupExemptionNum02052
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt04395
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt064915
IRS990EZ/NetAssetsOrFundBalancesEOYAmt060284
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt064915
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt060284
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/PersonNm0RACHEL FRANKEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CARI CHARTOCK
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/OtherExpensesTotalAmt037336
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/ProgramServiceExpensesAmt037357
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0PA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt04850
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0806
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt037336
IRS990EZ/TotalProgramServiceExpensesAmt037357
IRS990EZ/TotalRevenueAmt032705
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0LMTSD.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04395
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt07785
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt05715
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt06525
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt07920
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt032340
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt028310
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt083502
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0144693
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0154245
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0126942
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0537692
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0570032
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt032705
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt091287
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0150408
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0160770
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0134862
IRS990ScheduleA/Total509Grp/TotalAmt0570032
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt032705
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt091287
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0150408
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0160770
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0134862
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0570032
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: ACTIVITIES RELATED TO EXEMPT FUNCTIONS. AMOUNT: 17,410. DESCRIPTION: AWARDS AND SCHOLARSHIPS. AMOUNT: 5,300. DESCRIPTION: PIZZA AND DESSERT. AMOUNT: 2,822. DESCRIPTION: FIFTH GRADE ACTIVITIES. AMOUNT: 2,073. DESCRIPTION: HOSPITALITY. AMOUNT: 3,319. DESCRIPTION: INSURANCE. AMOUNT: 428. DESCRIPTION: MEMBERSHIP DUES TO PA PTA. AMOUNT: 1,450. DESCRIPTION: POSTAGE. AMOUNT: 141. DESCRIPTION: SPIRITWEAR. AMOUNT: 3,078. DESCRIPTION: SUPPLIES. AMOUNT: 207. DESCRIPTION: CHEDDAR UP FEES. AMOUNT: 1,108. TOTAL TO FORM 990-EZ, LINE 16: 37,336.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: DEPOSITS. BEG. OF YEAR AMOUNT: 1,600. END OF YEAR AMOUNT: 1,600.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: DEPOSITS. BEG. OF YEAR AMOUNT: 4,850. END OF YEAR AMOUNT: 806.
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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RACHEL FRANKEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02159380270
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-09
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/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/ReturnTs02021-11-15T14:25:47-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RACHEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FRANKEL
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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