Civic Intelligence

Lincoln Elementary School Parent Teacher Organization

990EZ • Fiscal year 2021 • EIN 23-2935592

Sep 01, 2020 to Aug 31, 2021 • Filed on Dec 23, 2021

233 Seem StreetEmmaus, PA 18049

(610) 965-1636

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2021

Net Margin

4th percentile

-277%

Higher net margin than 4% 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

14th percentile

-28%

Faster asset growth than 14% of similar nonprofits.

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

Revenue Growth

5th percentile

-91%

Faster revenue growth than 5% of similar nonprofits.

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

Assets

Down

$7,991

Down $3,132 (-28%) from 2020

Net Assets

Down

$7,991

Down $3,132 (-28%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$1,129

Down $11,263 (-91%) from 2020

Expenses

Down

$4,261

Down $6,518 (-60%) from 2020

Net Income

Down

-$3,132

Down $4,745 (-294%) from 2020

Historical Trend

Balance Sheet Trend

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

$15K$10K$5.0K$0Assets 2011: $9,639Liabilities 2011: $02011Assets 2016: $8,912Net Assets 2016: $8,9122016Assets 2017: $7,236Net Assets 2017: $7,2362017Assets 2018: $9,256Net Assets 2018: $9,2562018Assets 2019: $9,510Net Assets 2019: $9,5102019Assets 2020: $11,123Net Assets 2020: $11,1232020Assets 2021: $7,991Net Assets 2021: $7,9912021Assets 2022: $10,403Net Assets 2022: $10,4032022Assets 2023: $4,529Net Assets 2023: $4,5292023Assets 2024: $2,969Net Assets 2024: $2,9692024Assets 2025: $5,089Net Assets 2025: $5,0892025

Highlighted filing

2021

Assets$7,991
Liabilities-
Net Assets$7,991

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$40K$30K$20K$10K$0-$10KRevenue 2011: $18,667Expenses 2011: $17,503Net Income 2011: $1,1642011Revenue 2016: $26,609Expenses 2016: $30,592Net Income 2016: -$3,9832016Revenue 2017: $27,853Expenses 2017: $29,529Net Income 2017: -$1,6762017Revenue 2018: $15,474Expenses 2018: $13,454Net Income 2018: $2,0202018Revenue 2019: $17,277Expenses 2019: $17,023Net Income 2019: $2542019Revenue 2020: $12,392Expenses 2020: $10,779Net Income 2020: $1,6132020Revenue 2021: $1,129Expenses 2021: $4,261Net Income 2021: -$3,1322021Revenue 2022: $17,645Expenses 2022: $15,233Net Income 2022: $2,4122022Revenue 2023: $12,555Expenses 2023: $18,429Net Income 2023: -$5,8742023Revenue 2024: $16,152Expenses 2024: $17,713Net Income 2024: -$1,5612024Revenue 2025: $19,455Expenses 2025: $17,335Net Income 2025: $2,1202025

Highlighted filing

2021

Revenue$1,129
Expenses$4,261
Net Income-$3,132
Jump To
Filing Snapshot
Filing Period
Sep 1, 2020 to Aug 31, 2021
Signed
Dec 23, 2021
Return Version
2020v4.0
Gross Receipts
$1,528
Mission and Program Overview

Mission

The organization is a parent teacher's organization or pto. The primary purpose of the pto is to support activities such as providing school supplies, teacher support and hospitality, student educational enrichment through assemblies, field trips, and music, art and science material.

Program Services

DescriptionGrantsExpenses
GIFT CARD SALES, WHICH HELP RAISE FUNDS TO SUPPORT PTO ACTIVITIES SUCH AS SCHOOL SUPPLIES, TEACHER SUPPORT AND HOSPITALITY, STUDENT EDUCATIONAL ENRICHMENT THROUGH ASSEMBLIES, FIELD TRIPS, AND ART, MUSIC, AND SCIENCE MATERIALS.-$3,469
OTHER MISCELLANEOUS FUNDRAISERS, SUCH AS BAKE SALES, BASKET RAFFLES, BOOK FAIRS, GIFT SALES, COUPON BOOKS, FESTIVALS, AND YEARBOOK SALES TO BENEFIT THE PTO'S PURPOSE.-$399
PROVIDE NECESSARY FUNDS FOR EDUCATIONAL FIELD TRIPS, SO THAT EVERY STUDENT HAS OPPORTUNITIES FOR EDUCATIONAL ENRICHMENT AND COMMUNITY AWARENESS.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRIELLE LOCKWOODPresident-$0--
SHANNON PETRUNAKVice Preside-$0--
JEANINE WATERSTRADTTreasurer-$0--
REBECCA HARRIESSecretary-$0--
TIFFANY SANDTVice Preside-$0--
Filing and Contact Details

Filer

Filer Name
Lincoln Elementary School Pto
EIN
23-2935592
Phone
6109651636
Address
233 SEEM STREET, EMMAUS, PA 18049

Signing Officer

Name
Brielle Lockwood
Title
President
Signed
2021-12-23
Discuss with paid preparer
Yes

Preparer

Firm
Stortz & Associates
Address
3775 CHESTNUT ST, EMMAUS, PA 18049-1802
Preparer
Melissa Kershner
Phone
6109674711
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses field trips,supplies,etc 3,496 total 3,496

Form 990-ez, Part III

The organization is a parent teacher's organization or pto. The primary purpose of the pto is to support activities such as providing school supplies, teacher support and hospitality, student educational enrichment through assemblies, field trips, and music, art and science material.

Form 990-ez, Part III, Line 28

Gift card sales, which help raise funds to support pto activities such as school supplies, teacher support and hospitality, student educational enrichment through assemblies, field trips, and art, music, and science materials.

Raw XML Appendix163 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0BRIELLE LOCKWOOD
CompensationExplanation/CompensationExplanationGrp/PersonNm1SHANNON PETRUNAK
CompensationExplanation/CompensationExplanationGrp/PersonNm2JEANINE WATERSTRADT
CompensationExplanation/CompensationExplanationGrp/PersonNm3REBECCA HARRIES
CompensationExplanation/CompensationExplanationGrp/PersonNm4TIFFANY SANDT
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0TREASURER
IRS990EZ/BooksInCareOfDetail/PhoneNum06109651636
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0233 SEEM STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0EMMAUS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd018049
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt011123
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3132
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0765
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/GrossReceiptsAmt01528
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt011123
IRS990EZ/NetAssetsOrFundBalancesEOYAmt07991
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt011123
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BRIELLE LOCKWOOD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SHANNON PETRUNAK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JEANINE WATERSTRADT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3REBECCA HARRIES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TIFFANY SANDT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE PRESIDE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt03496
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION IS A PARENT TEACHER'S ORGANIZATION OR PTO. THE PRIMARY PURPOSE OF THE PTO IS TO SUPPORT ACTIVITIES SUCH AS PROVIDING SCHOOL SUPPLIES, TEACHER SUPPORT AND HOSPITALITY, STUDENT EDUCATIONAL ENRICHMENT THROUGH ASSEMBLIES, FIELD TRIPS, AND MUSIC, ART AND SCIENCE MATERIAL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GIFT CARD SALES, WHICH HELP RAISE FUNDS TO SUPPORT PTO ACTIVITIES SUCH AS SCHOOL SUPPLIES, TEACHER SUPPORT AND HOSPITALITY, STUDENT EDUCATIONAL ENRICHMENT THROUGH ASSEMBLIES, FIELD TRIPS, AND ART, MUSIC, AND SCIENCE MATERIALS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE NECESSARY FUNDS FOR EDUCATIONAL FIELD TRIPS, SO THAT EVERY STUDENT HAS OPPORTUNITIES FOR EDUCATIONAL ENRICHMENT AND COMMUNITY AWARENESS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2OTHER MISCELLANEOUS FUNDRAISERS, SUCH AS BAKE SALES, BASKET RAFFLES, BOOK FAIRS, GIFT SALES, COUPON BOOKS, FESTIVALS, AND YEARBOOK SALES TO BENEFIT THE PTO'S PURPOSE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03469
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1399
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0399
IRS990EZ/SpecialEventsNetIncomeLossAmt0881
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt04261
IRS990EZ/TotalProgramServiceExpensesAmt03868
IRS990EZ/TotalRevenueAmt01129
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.EASTPENNSD.ORG/LINCOLN/PTO
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0246
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02476
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02081
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01231
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02529
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt08563
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt02
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt06
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt06
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt017
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01280
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt038406
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt052256
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt051107
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt051077
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0194126
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt06
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt017
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt0202689
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01526
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt052338
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01528
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt040885
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt052344
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt053606
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0202706
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES FIELD TRIPS,SUPPLIES,ETC 3,496 TOTAL 3,496
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION IS A PARENT TEACHER'S ORGANIZATION OR PTO. THE PRIMARY PURPOSE OF THE PTO IS TO SUPPORT ACTIVITIES SUCH AS PROVIDING SCHOOL SUPPLIES, TEACHER SUPPORT AND HOSPITALITY, STUDENT EDUCATIONAL ENRICHMENT THROUGH ASSEMBLIES, FIELD TRIPS, AND MUSIC, ART AND SCIENCE MATERIAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GIFT CARD SALES, WHICH HELP RAISE FUNDS TO SUPPORT PTO ACTIVITIES SUCH AS SCHOOL SUPPLIES, TEACHER SUPPORT AND HOSPITALITY, STUDENT EDUCATIONAL ENRICHMENT THROUGH ASSEMBLIES, FIELD TRIPS, AND ART, MUSIC, AND SCIENCE MATERIALS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIELLE LOCKWOOD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-12-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LINCOLN ELEMENTARY SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0LINC
ReturnHeader/Filer/EIN0232935592
ReturnHeader/Filer/PhoneNum06109651636
ReturnHeader/Filer/USAddress/AddressLine1Txt0233 SEEM STREET
ReturnHeader/Filer/USAddress/CityNm0EMMAUS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd018049
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232667186
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STORTZ & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03775 CHESTNUT ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EMMAUS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0180491802
ReturnHeader/PreparerPersonGrp/PhoneNum06109674711
ReturnHeader/PreparerPersonGrp/PreparationDt02021-12-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MELISSA KERSHNER
ReturnHeader/ReturnTs02021-12-23T09:33:58-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BRIELLE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LOCKWOOD
ReturnHeader/TaxPeriodBeginDt02020-09-01
ReturnHeader/TaxPeriodEndDt02021-08-31
ReturnHeader/TaxYr02020

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