Civic Intelligence

Lower Moreland PTA

990EZ • Fiscal year 2022 • EIN 23-2847839

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 30, 2022

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

70th percentile

0.02x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

77th percentile

0.05x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

90th percentile

52%

Higher net margin than 90% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

79th percentile

35%

Faster asset growth than 79% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

59th percentile

21%

Faster revenue growth than 59% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$82,672

Up $21,582 (+35%) from 2021

Net Assets

Up

$80,713

Up $20,429 (+34%) from 2021

Liabilities

Up

$1,959

Up $1,153 (+143%) from 2021

Revenue

Up

$39,493

Up $6,788 (+21%) from 2021

Expenses

Down

$19,064

Down $18,272 (-49%) from 2021

Net Income

Up

$20,429

Up $25,060 (+541%) from 2021

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

2022

Assets$82,672
Liabilities$1,959
Net Assets$80,713

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

2022

Revenue$39,493
Expenses$19,064
Net Income$20,429
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 30, 2022
Return Version
2021v4.2
Gross Receipts
$39,493
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$19,064
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
2022-11-30
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: 5,788. Description: appreciation gifts. Amount: 3,762. Description: awards and scholarships. Amount: 5,100. Description: bank charges. Amount: 9. Description: fifth grade activities. Amount: 2,382. Description: hospitality. Amount: 575. Description: insurance. Amount: 428. Description: library celebration books. Amount: 6. Description: membership incentives. Amount: 25. Description: postage. Amount: 146. Description: student activity fund. Amount: 104. Description: supplies. Amount: 347. Description: cheddar up fees. Amount: 392. Total to form 990-ez, line 16: 19,064.

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: 806. End of year amount: 1,959.

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/BOYAmt059490
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt081072
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IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
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IRS990EZ/FiledScheduleAInd01
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IRS990EZ/ForeignOfficeInd00
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IRS990EZ/GroupExemptionNum02052
IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt04060
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesEOYAmt080713
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt060284
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt080713
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt08.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt18.00
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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/OtherExpensesTotalAmt019064
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/ProgramServiceExpensesAmt019064
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0PA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0806
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IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt019064
IRS990EZ/TotalProgramServiceExpensesAmt019064
IRS990EZ/TotalRevenueAmt039493
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0LMTSD.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04395
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt07785
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt05715
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt06525
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt028480
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt035433
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt028310
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt083502
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0144693
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0154245
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0446183
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0474663
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt032705
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt091287
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0150408
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0160770
IRS990ScheduleA/Total509Grp/TotalAmt0474663
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt039493
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt032705
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt091287
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0160770
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0474663
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: ACTIVITIES RELATED TO EXEMPT FUNCTIONS. AMOUNT: 5,788. DESCRIPTION: APPRECIATION GIFTS. AMOUNT: 3,762. DESCRIPTION: AWARDS AND SCHOLARSHIPS. AMOUNT: 5,100. DESCRIPTION: BANK CHARGES. AMOUNT: 9. DESCRIPTION: FIFTH GRADE ACTIVITIES. AMOUNT: 2,382. DESCRIPTION: HOSPITALITY. AMOUNT: 575. DESCRIPTION: INSURANCE. AMOUNT: 428. DESCRIPTION: LIBRARY CELEBRATION BOOKS. AMOUNT: 6. DESCRIPTION: MEMBERSHIP INCENTIVES. AMOUNT: 25. DESCRIPTION: POSTAGE. AMOUNT: 146. DESCRIPTION: STUDENT ACTIVITY FUND. AMOUNT: 104. DESCRIPTION: SUPPLIES. AMOUNT: 347. DESCRIPTION: CHEDDAR UP FEES. AMOUNT: 392. TOTAL TO FORM 990-EZ, LINE 16: 19,064.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: DEPOSITS. BEG. OF YEAR AMOUNT: 1,600. END OF YEAR AMOUNT: 1,600.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: DEPOSITS. BEG. OF YEAR AMOUNT: 806. 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/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CARI CHARTOCK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02159380270
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-30
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/ReturnTs02022-12-21T15:23:52-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CARI
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CHARTOCK
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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