Civic Intelligence

Unionville Elementary Parent Teacher Organization

990EZ • Fiscal year 2015 • EIN 23-3049761

Jul 01, 2014 to Jun 30, 2015 • Filed on Feb 15, 2016

Organization ProfileN/A
1775 West Doe Run RoadKennett Square, PA 19348

(610) 347-1700

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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

63rd percentile

9.5%

Higher net margin than 63% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

68th percentile

15%

Faster asset growth than 68% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

38th percentile

-6.6%

Faster revenue growth than 38% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$45,831

Up $6,100 (+15%) from 2014

Net Assets

$45,831

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin63rd percentile

Revenue

Down

$64,286

Down $4,570 (-6.6%) from 2014

Expenses

Down

$58,186

Down $4,176 (-6.7%) from 2014

Net Income

Down

$6,100

Down $394 (-6.1%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$60K$40K$20K$0Assets 2011: $14,612Liabilities 2011: $02011Assets 2012: $20,120Liabilities 2012: $02012Assets 2013: $33,237Liabilities 2013: $02013Assets 2014: $39,731Liabilities 2014: $02014Assets 2015: $45,831Net Assets 2015: $45,8312015Assets 2016: $51,643Net Assets 2016: $51,6432016Assets 2017: $57,288Net Assets 2017: $57,2882017Assets 2018: $59,290Net Assets 2018: $59,2902018Assets 2019: $53,215Liabilities 2019: $02019Assets 2020: $44,539Liabilities 2020: $02020

Highlighted filing

2015

Assets$45,831
Liabilities-
Net Assets$45,831
Open 2015 Filing

Operations Trend

Revenue Growth38th percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2011: $49,559Expenses 2011: $43,468Net Income 2011: $6,0912011Revenue 2012: $46,998Expenses 2012: $41,490Net Income 2012: $5,5082012Revenue 2013: $51,828Expenses 2013: $38,711Net Income 2013: $13,1172013Revenue 2014: $68,856Expenses 2014: $62,362Net Income 2014: $6,4942014Revenue 2015: $64,286Expenses 2015: $58,186Net Income 2015: $6,1002015Revenue 2016: $49,359Expenses 2016: $43,547Net Income 2016: $5,8122016Revenue 2017: $40,299Expenses 2017: $34,654Net Income 2017: $5,6452017Revenue 2018: $46,792Expenses 2018: $44,790Net Income 2018: $2,0022018Revenue 2019: $30,514Expenses 2019: $36,589Net Income 2019: -$6,0752019Revenue 2020: $35,064Expenses 2020: $43,740Net Income 2020: -$8,6762020

Highlighted filing

2015

Revenue$64,286
Expenses$58,186
Net Income$6,100
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Feb 15, 2016
Return Version
2014v6.0
Gross Receipts
$114,497
Mission and Program Overview

Mission

EDUCATIONAL ENRICHMENT

Program Services

DescriptionGrantsExpenses
ENRICHMENT GRANTS ASSIST TEACHERS IN OBTAINING MATERIALS AND EXPANDING LEARNING RESOURCES IN TECHNOLOGY, LANGUAGE ARTS, WRITING AND SCIENCE. BENEFITS ALL 450 STUDENTS AND 48 FACULTY. PROVIDES OPPORTUNITIES TO LEARN AND CONNECT BEYOND THE SCHOOL BUILDING.$24,829-
PROVIDE EDUCATIONAL ASSEMBLIES & EVENTS TO ENHANCE AREAS OF STUDY IN ART, MATH, LANGUAGE, SCIENCE, MUSIC, HEALTH AND CITIZENSHIP. BENEFITS ALL 450 STUDENTS AND 48 FACULTY. PROVIDES HANDS ON LEARNING OUTSIDE OF THE CLASSROOM.$19,541-
PROVIDE SUPPLEMENTAL TEACHING MATERIALS FOR EVERY TRADITIONAL AND SPECIAL AREA CLASSROOM. BENEFITS ALL 450 STUDENTS AND 48 FACULTY. PROVIDES NEEDED SUPPLIES FOR A CREATIVE LEARNING ENVIRONMENT.$11,273-
PROMOTION OF SCHOOL SPIRIT AND SENSE OF COMMUNITY IN COORDINATION OF STUDENT DIRECTORY AND SCHOOL YEARBOOK PUBLICATION AS WELL AS PROVIDING SPIRIT SHIRTS. BENEFITS ALL 450 STUDENTS AND 48 FACULTY. PROVIDES CONNECTION IN THE SCHOOL OF INCLUSION, PURPOSE AND BEING PART OF THE TEAM.$1,426-
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michelle ReichertCo-President-$0--
Amy KiddCo - President-$0--
Meg CromerAssembly Director-$0--
Dana MayerTreasurer-$0--
Ashley BergbauerSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
See Schedule$94,259$94,259$50,211$44,048
Total Events$94,259$94,259$50,211$44,048
Filing and Contact Details

Filer

Filer Name
Unionville Elementary Pto
EIN
23-3049761
Phone
6103471700
Address
1775 West Doe Run Road, Kennett Square, PA 19348

Signing Officer

Name
Dana Mayer
Title
Treasurer
Signed
2016-02-15
Discuss with paid preparer
Yes

Preparer

Firm
Lacher Mcdonald & Co Cpas
Address
2189 CLEVELAND STREET STE 215, CLEARWATER, FL 33765
Preparer
Michael a Porrello CPA
Phone
7273976614
Supplemental Narrative

Additional Explanations

Other Revenue.1

“Reimbursements $102”

Other Expenses.1

“Direct Expenses $57070”

Raw XML Appendix164 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/USAddress/CityNm0KENNETT SQUARE
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Michelle Reichert
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Amy Kidd
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Meg Cromer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Dana Mayer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Ashley Bergbauer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Co-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Co - President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Assembly Dir
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt057070
IRS990EZ/OtherRevenueTotalAmt0102
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATIONAL ENRICHMENT
IRS990EZ/PrintingPublicationsPostageAmt01116
IRS990EZ/ProgramServiceRevenueAmt019234
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE EDUCATIONAL ASSEMBLIES & EVENTS TO ENHANCE AREAS OF STUDY IN ART, MATH, LANGUAGE, SCIENCE, MUSIC, HEALTH AND CITIZENSHIP. BENEFITS ALL 450 STUDENTS AND 48 FACULTY. PROVIDES HANDS ON LEARNING OUTSIDE OF THE CLASSROOM.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE SUPPLEMENTAL TEACHING MATERIALS FOR EVERY TRADITIONAL AND SPECIAL AREA CLASSROOM. BENEFITS ALL 450 STUDENTS AND 48 FACULTY. PROVIDES NEEDED SUPPLIES FOR A CREATIVE LEARNING ENVIRONMENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2ENRICHMENT GRANTS ASSIST TEACHERS IN OBTAINING MATERIALS AND EXPANDING LEARNING RESOURCES IN TECHNOLOGY, LANGUAGE ARTS, WRITING AND SCIENCE. BENEFITS ALL 450 STUDENTS AND 48 FACULTY. PROVIDES OPPORTUNITIES TO LEARN AND CONNECT BEYOND THE SCHOOL BUILDING.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3PROMOTION OF SCHOOL SPIRIT AND SENSE OF COMMUNITY IN COORDINATION OF STUDENT DIRECTORY AND SCHOOL YEARBOOK PUBLICATION AS WELL AS PROVIDING SPIRIT SHIRTS. BENEFITS ALL 450 STUDENTS AND 48 FACULTY. PROVIDES CONNECTION IN THE SCHOOL OF INCLUSION, PURPOSE AND BEING PART OF THE TEAM.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt019541
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt111273
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt224829
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt31426
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt050211
IRS990EZ/SpecialEventsNetIncomeLossAmt044048
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt058186
IRS990EZ/TotalProgramServiceExpensesAmt057069
IRS990EZ/TotalRevenueAmt064286
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0non-profit
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0900
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt07075
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt07066
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt06520
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt06465
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt028026
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt013
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt065
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt035
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt06
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0119
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0334891
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IRS990ScheduleA/OtherIncome170Grp/TotalAmt02317
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.92000
IRS990ScheduleA/PublicSupportPY170Pct00.92640
IRS990ScheduleA/PublicSupportTotal170Amt028026
IRS990ScheduleA/SubstantialContributorsTotAmt00
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0900
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt06465
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt028026
IRS990ScheduleA/TotalSupportAmt030462
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SEE SCHEDULE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt094259
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt050211
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Reimbursements $102
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Direct Expenses $57070
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Dana Mayer
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UNIONVILLE ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0UNIO
ReturnHeader/Filer/EIN0233049761
ReturnHeader/Filer/PhoneNum06103471700
ReturnHeader/Filer/USAddress/AddressLine1Txt01775 West Doe Run Road
ReturnHeader/Filer/USAddress/CityNm0Kennett Square
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019348
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LACHER MCDONALD & CO CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02189 CLEVELAND STREET STE 215
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CLEARWATER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033765
ReturnHeader/PreparerPersonGrp/PhoneNum07273976614
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL A PORRELLO CPA
ReturnHeader/ReturnTs02016-02-03T08:31:00-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$45,831
Liabilities
-
Net assets
$45,831
Revenue
$64,286
Expenses
$58,186
Net income
$6,100
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Summary only. Only limited summary data is available for this year.$44.5$0.00$35.1$43.7$8.68
2019Summary only. Only limited summary data is available for this year.$53.2$0.00$30.5$36.6$6.08
2018Detailed filing. Detailed filing data is available for this year.$59.3$59.3$46.8$44.8$2.00
2017Detailed filing. Detailed filing data is available for this year.$57.3$57.3$40.3$34.7$5.65
2016Detailed filing. Detailed filing data is available for this year.$51.6$51.6$49.4$43.5$5.81
2015Detailed filing. Detailed filing data is available for this year.$45.8$45.8$64.3$58.2$6.10
2014Summary only. Only limited summary data is available for this year.$39.7$0.00$68.9$62.4$6.49
2013Summary only. Only limited summary data is available for this year.$33.2$0.00$51.8$38.7$13.1
2012Summary only. Only limited summary data is available for this year.$20.1$0.00$47.0$41.5$5.51
2011Summary only. Only limited summary data is available for this year.$14.6$0.00$49.6$43.5$6.09