Civic Intelligence

Ramsey Educational and Development Institute Inc.

990 • Fiscal year 2016 • EIN 23-2943501

Jul 01, 2015 to Jun 30, 2016 • Filed on May 12, 2017

1000 First Avenue Suite 104King Of Prussia, PA 19406

(610) 992-0555

Siviq Scores

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

Liabilities / Assets

75th percentile

0.40x

Higher debt load relative to assets than 75% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

53rd percentile

0.12x

Higher debt load relative to revenue than 53% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

22nd percentile

-9.9%

Higher net margin than 22% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

4th percentile

-27%

Faster asset growth than 4% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

18th percentile

-17%

Faster revenue growth than 18% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Down

$511,246

Down $193,257 (-27%) from 2015

Net Assets

Down

$304,345

Down $170,390 (-36%) from 2015

Liabilities

Down

$206,901

Down $22,867 (-10.0%) from 2015

Revenue

Down

$1,713,648

Down $342,430 (-17%) from 2015

Expenses

Down

$1,884,038

Down $7,201 (-0.4%) from 2015

Net Income

Down

-$170,390

Down $335,229 (-203%) from 2015

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $361,969Liabilities 2011: $310,239Net Assets 2011: $51,7302011Assets 2012: $302,057Liabilities 2012: $212,278Net Assets 2012: $89,7792012Assets 2013: $418,020Liabilities 2013: $226,458Net Assets 2013: $191,5622013Assets 2014: $559,114Liabilities 2014: $249,218Net Assets 2014: $309,8962014Assets 2015: $704,503Liabilities 2015: $229,768Net Assets 2015: $474,7352015Assets 2016: $511,246Liabilities 2016: $206,901Net Assets 2016: $304,3452016Assets 2017: $466,129Liabilities 2017: $196,901Net Assets 2017: $269,2282017Assets 2018: $411,606Liabilities 2018: $213,754Net Assets 2018: $197,8522018Assets 2019: $486,846Liabilities 2019: $192,582Net Assets 2019: $294,2642019Assets 2020: $773,240Liabilities 2020: $312,818Net Assets 2020: $460,4222020Assets 2021: $592,418Liabilities 2021: $129,005Net Assets 2021: $463,4132021Assets 2022: $739,889Liabilities 2022: $247,462Net Assets 2022: $492,4272022Assets 2023: $758,309Liabilities 2023: $89,677Net Assets 2023: $668,6322023Assets 2024: $809,385Liabilities 2024: $89,677Net Assets 2024: $719,7082024

Highlighted filing

2016

Assets$511,246
Liabilities$206,901
Net Assets$304,345

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $1,928,1842011Expenses 2012: $1,869,9652012Expenses 2013: $1,761,5832013Revenue 2014: $1,918,615Expenses 2014: $1,800,281Net Income 2014: $118,3342014Revenue 2015: $2,056,078Expenses 2015: $1,891,239Net Income 2015: $164,8392015Revenue 2016: $1,713,648Expenses 2016: $1,884,038Net Income 2016: -$170,3902016Revenue 2017: $1,753,755Expenses 2017: $1,788,872Net Income 2017: -$35,1172017Revenue 2018: $1,691,295Expenses 2018: $1,762,671Net Income 2018: -$71,3762018Revenue 2019: $1,804,575Expenses 2019: $1,708,163Net Income 2019: $96,4122019Revenue 2020: $1,917,271Expenses 2020: $1,883,273Net Income 2020: $33,9982020Revenue 2021: $1,777,090Expenses 2021: $1,774,099Net Income 2021: $2,9912021Revenue 2022: $2,052,433Expenses 2022: $2,023,419Net Income 2022: $29,0142022Revenue 2023: $2,041,161Expenses 2023: $2,008,159Net Income 2023: $33,0022023Revenue 2024: $2,164,473Expenses 2024: $2,067,991Net Income 2024: $96,4822024

Highlighted filing

2016

Revenue$1,713,648
Expenses$1,884,038
Net Income-$170,390
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 12, 2017
Return Version
2015v3.0
Gross Receipts
$1,713,648
Mission and Program Overview

Mission

To offer a comprehensive range of behavior change and adaptation techniques designed to foster independence, and job retention skills for meaningful employment in the public and private sectors. To provide early intervention services for children who have developmental disabilities from birth through age three

Consultation, training and technical assistance to individuals and groups interested in job readiness skills development. Provide various early intervention services to children with developmental disabilities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$427,448$263,789▼ $163,659
Loans From Officers Directors$40,944$34,844▼ $6,100
Cash and Non-Interest-Bearing Accounts$13,854$12,968▼ $886
Prepaid Expenses and Deferred Charges$3,635$3,635→ $0
Land, Buildings, and Equipment, Net$2,249$1,374▼ $875
Total Assets$704,503$511,246▼ $193,257
Other Assets Total$257,317$229,480▼ $27,837
Liabilities
Accounts Payable and Accrued Expenses$188,824$172,057▼ $16,767
Total Liabilities$229,768$206,901▼ $22,867
Net Assets / Fund Balance
Unrestricted Net Assets$474,735$304,345▼ $170,390
Total Net Assets Fund Balance$474,735$304,345▼ $170,390
Total Liabilities and Net Assets / Fund Balance$704,503$511,246▼ $193,257

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,374$161,655$163,029
Other Land Buildings$0$31,376$31,376
Other Assets Org$229,480--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Renee AmoorePresidentFT$35,357$35,357

Board Members and Trustees

NameTitle
Diane SliferDirector
Dr Damian DachowskiDirector
Jospeh AuteriDirector
Robert JudgeDirector
Susan E SatkowskiDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$1,713,647
Program Service Revenue
$0
Investment Income
$1
Other Revenue
$0
All Other Contributions
$83,950
Change in Net Assets
$-170,390

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,713,648
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,713,648
Total Revenue per Form 990
$1,713,648
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,431,617
Other Expenses$452,421
Total Fundraising Expense$19,257
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,262,834-$810$1,263,644
Other Employee Benefits$132,616--$132,616
Occupancy$49,860--$49,860
Insurance$49,279--$49,279
Current Officers, Directors, Trustees, and Key Employees$35,357--$35,357
Fees for Services Management$34,840--$34,840
Fees for Services Accounting-$21,600-$21,600
Office Expenses$19,309-$56$19,365
Conferences and Meetings--$18,391$18,391
Fees for Services Other$2,633--$2,633
Depreciation Depletion$875--$875
Other Expenses$408--$408
Travel$340--$340
Total Functional Expenses$1,843,181$21,600$19,257$1,884,038

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,884,038
Total Expenses per Audited Statements$1,884,038
Total Expenses per Form 990$1,884,038
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Renee AmoorePresidentRental of PropertyNo$18,000

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$40,944$34,844▼ $6,100
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

The president reviews the form 990 with key members of the staff

Form 990, Part VI, Section B, Line 12C

Members and employees are expected to report potential conflicts of interest that may exist with the organizations that ramsey educational and development institute, inc interacts with. Annual independence surveys are completed by members of the board.

Form 990, Part VI, Section C, Line 19

The organization makes all governing documents, conflict of interest policy, and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Ramsey Educational and Development
EIN
23-2943501
Phone
6109920555
Address
1000 FIRST AVENUE SUITE 104, KING OF PRUSSIA, PA 19406

Signing Officer

Name
Renee Amoore
Title
President
Phone
6109920555
Signed
2017-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Renee Amoore
Formed
1998
Legal Domicile
Pa
Voting Board Members
5
Independent Board Members
5
Employees
30
Volunteers
0

Preparer

Firm
Maillie Llp
Address
PO BOX 680, OAKS, PA 19456-0680
Preparer
Donald J Pierce CPA
Phone
6109351420
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt01374
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0161655
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0163029
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01884038
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0229480
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DUE FROM AFFILIATES
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt031376
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt031376
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01713648
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01374
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0229480
IRS990ScheduleD/TotalExpensesPerForm990Amt01884038
IRS990ScheduleD/TotalRevenuePerForm990Amt01713648
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01713648
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01884038
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0RENEE AMOORE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0PRESIDENT
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt018000
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0RENTAL OF PROPERTY
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt034844
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0FUNDING FOR ORDINARY BUSINESS EXPENSES
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0RENEE AMOORE
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0PRESIDENT
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd00
IRS990ScheduleL/TotalBalanceDueAmt034844
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PRESIDENT REVIEWS THE FORM 990 WITH KEY MEMBERS OF THE STAFF
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS AND EMPLOYEES ARE EXPECTED TO REPORT POTENTIAL CONFLICTS OF INTEREST THAT MAY EXIST WITH THE ORGANIZATIONS THAT RAMSEY EDUCATIONAL AND DEVELOPMENT INSTITUTE, INC INTERACTS WITH. ANNUAL INDEPENDENCE SURVEYS ARE COMPLETED BY MEMBERS OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0PA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0704503
IRS990/TotalAssetsEOYAmt0511246
IRS990/TotalAssetsGrp/BOYAmt0704503
IRS990/TotalAssetsGrp/EOYAmt0511246
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt01713647
IRS990/TotalEmployeeCnt030
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt019257
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt021600
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01843181
IRS990/TotalFunctionalExpensesGrp/TotalAmt01884038
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0229768
IRS990/TotalLiabilitiesEOYAmt0206901
IRS990/TotalLiabilitiesGrp/BOYAmt0229768
IRS990/TotalLiabilitiesGrp/EOYAmt0206901
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0474735
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0304345
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01843181
IRS990/TotalReportableCompFromOrgAmt035357
IRS990/TotalRevenueGrp/ExclusionAmt01
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01713648
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0704503
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0511246
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt0340
IRS990/TravelGrp/TotalAmt0340
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0474735
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0304345
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01000 FIRST AVENUE SUITE 104
IRS990/USAddress/CityNm0KING OF PRUSSIA
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd019406
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.AMOOREGROUP.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RENEE AMOORE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06109920555
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RAMSEY EDUCATIONAL AND DEVELOPMENT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INSTITUTE INC
ReturnHeader/Filer/BusinessNameControlTxt0RAMS
ReturnHeader/Filer/EIN0232943501
ReturnHeader/Filer/PhoneNum06109920555
ReturnHeader/Filer/USAddress/AddressLine1Txt01000 FIRST AVENUE SUITE 104
ReturnHeader/Filer/USAddress/CityNm0KING OF PRUSSIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019406
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0231518888
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MAILLIE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 680
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OAKS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0194560680
ReturnHeader/PreparerPersonGrp/PhoneNum06109351420
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONALD J PIERCE CPA
ReturnHeader/ReturnTs02017-05-12T10:43:22-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.81$0.09$0.72$2.16$2.07$0.10
2023Summary only. Only limited summary data is available for this year.$0.76$0.09$0.67$2.04$2.01$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.74$0.25$0.49$2.05$2.02$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.59$0.13$0.46$1.78$1.77$0.00
2020Summary only. Only limited summary data is available for this year.$0.77$0.31$0.46$1.92$1.88$0.03
2019Summary only. Only limited summary data is available for this year.$0.49$0.19$0.29$1.80$1.71$0.10
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.41$0.21$0.20$1.69$1.76$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.47$0.20$0.27$1.75$1.79$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.51$0.21$0.30$1.71$1.88$0.17
2015Summary only. Only limited summary data is available for this year.$0.70$0.23$0.47$2.06$1.89$0.16
2014Detailed filing. Detailed filing data is available for this year.$0.56$0.25$0.31$1.92$1.80$0.12
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.42$0.23$0.19$1.76
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.30$0.21$0.09$1.87
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.36$0.31$0.05$1.93
Peer Organizations

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