Civic Intelligence

PTA Pennsylvania Congress

990EZ • Fiscal year 2017 • EIN 23-7014380

Jul 01, 2016 to Jun 30, 2017 • Filed on Aug 08, 2017

Organization Profile
1920 Butztown RdBethlehem, PA 18017-3397

(484) 241-8422

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

15th percentile

-22%

Higher net margin than 15% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

22nd percentile

-17%

Faster asset growth than 22% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

15th percentile

-33%

Faster revenue growth than 15% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$20,253

Down $4,280 (-17%) from 2016

Net Assets

Down

$20,253

Down $4,280 (-17%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin15th percentile

Revenue

Down

$19,595

Down $9,731 (-33%) from 2016

Expenses

Up

$23,875

Up $2,787 (+13%) from 2016

Net Income

Down

-$4,280

Down $12,518 (-152%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$30K$20K$10K$0Assets 2011: $26,501Liabilities 2011: $0Net Assets 2011: $26,5012011Assets 2012: $26,591Liabilities 2012: $0Net Assets 2012: $26,5912012Assets 2013: $17,196Liabilities 2013: $0Net Assets 2013: $17,1962013Assets 2014: $16,763Liabilities 2014: $0Net Assets 2014: $16,7632014Assets 2015: $16,295Liabilities 2015: $0Net Assets 2015: $16,2952015Assets 2016: $24,533Liabilities 2016: $0Net Assets 2016: $24,5332016Assets 2017: $20,253Liabilities 2017: $0Net Assets 2017: $20,2532017Assets 2018: $13,527Liabilities 2018: $0Net Assets 2018: $13,5272018Assets 2019: $8,293Liabilities 2019: $0Net Assets 2019: $8,2932019Assets 2020: $19,991Liabilities 2020: $0Net Assets 2020: $19,9912020Assets 2021: $19,793Liabilities 2021: $0Net Assets 2021: $19,7932021

Highlighted filing

2017

Assets$20,253
Liabilities$0
Net Assets$20,253
Open 2017 Filing

Operations Trend

Revenue Growth15th percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $34,216Expenses 2011: $30,722Net Income 2011: $3,4942011Revenue 2012: $25,411Expenses 2012: $25,321Net Income 2012: $902012Revenue 2013: $21,742Expenses 2013: $31,137Net Income 2013: -$9,3952013Revenue 2014: $24,171Expenses 2014: $24,604Net Income 2014: -$4332014Revenue 2015: $24,557Expenses 2015: $25,025Net Income 2015: -$4682015Revenue 2016: $29,326Expenses 2016: $21,088Net Income 2016: $8,2382016Revenue 2017: $19,595Expenses 2017: $23,875Net Income 2017: -$4,2802017Revenue 2018: $27,167Expenses 2018: $33,893Net Income 2018: -$6,7262018Revenue 2019: $39,837Expenses 2019: $45,071Net Income 2019: -$5,2342019Revenue 2020: $28,864Expenses 2020: $17,166Net Income 2020: $11,6982020Revenue 2021: $16,206Expenses 2021: $16,404Net Income 2021: -$1982021

Highlighted filing

2017

Revenue$19,595
Expenses$23,875
Net Income-$4,280
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Aug 8, 2017
Return Version
2016v3.0
Gross Receipts
$64,079
Mission and Program Overview

Mission

Civic and educational for students

Program Services

DescriptionGrantsExpenses
EDUCATIONAL EXPENSE AND TRANSPORTATION FOR FIELD TRIPS--
OPERATIONAL EXPENSES ASSEMBLIES CLASSROOM PARTIES--
EDUC SUPPLIES MEMBERSHIP DUES--
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DONNA FRANTZPresident-$0--
SHELLY SARKOZYTreasurer-$0--
JENNIFER PIESONRecording Secretary-$0--
MICHELLE FENSTERMAKERCorresponding Secretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraisers$63,329$63,329-$63,329
Total Events$63,329$63,329-$63,329
Filing and Contact Details

Filer

Filer Name
Governor Wolf Pta Inc
EIN
23-7014380
Address
1920 BUTZTOWN RD, BETHLEHEM, PA 18017-3397

Signing Officer

Name
Shelly Sarkozy
Title
Treasurer
Signed
2017-08-08
Discuss with paid preparer
No

Preparer

Firm
Rapid Return Inc
Address
2650 HOWERTOWN RD SUITE 4, NORTHAMPTON, PA 18067
Preparer
Elizabeth M Rock
Phone
6102627538
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountclassroom educational exp 1,415operation expenses 1,855scholarship memorial fd 611teacher reimb 2,311membership exp dues 1,040field trips 4,419assemblies kindergarten 3,893insurance and licenses bk fee 619supplies hospitality exp 5,951vol staff apprec 1,636”

Raw XML Appendix150 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/PersonNm0SHELLY SARKOZY
IRS990EZ/BooksInCareOfDetail/PhoneNum04842418422
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02862 BRANDON RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BETHLEHEM
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd018017
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt024533
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt020253
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4280
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0125
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt024533
IRS990EZ/Form990TotalAssetsGrp/EOYAmt020253
IRS990EZ/FundraisingGrossIncomeAmt063329
IRS990EZ/GrossReceiptsAmt064079
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0750
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt024533
IRS990EZ/NetAssetsOrFundBalancesEOYAmt020253
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt024533
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt020253
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DONNA FRANTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SHELLY SARKOZY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JENNIFER PIESON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MICHELLE FENSTERMAKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2RECORDING SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CORRESPONDING SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt023750
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CIVIC AND EDUCATIONAL FOR STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATIONAL EXPENSE AND TRANSPORTATION FOR FIELD TRIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1OPERATIONAL EXPENSES ASSEMBLIES CLASSROOM PARTIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2EDUC SUPPLIES MEMBERSHIP DUES
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt044484
IRS990EZ/SpecialEventsNetIncomeLossAmt018845
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt023875
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt019595
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0750
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0715
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0760
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0792
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0846
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03863
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99950
IRS990ScheduleA/PublicSupportPY170Pct00.99950
IRS990ScheduleA/PublicSupportTotal170Amt03863
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0750
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0715
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0760
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0792
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0846
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03863
IRS990ScheduleA/TotalSupportAmt03865
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUNDRAISERS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt063329
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt063329
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt063329
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt063329
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt063329
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTCLASSROOM EDUCATIONAL EXP 1,415OPERATION EXPENSES 1,855SCHOLARSHIP MEMORIAL FD 611TEACHER REIMB 2,311MEMBERSHIP EXP DUES 1,040FIELD TRIPS 4,419ASSEMBLIES KINDERGARTEN 3,893INSURANCE AND LICENSES BK FEE 619SUPPLIES HOSPITALITY EXP 5,951VOL STAFF APPREC 1,636
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0SHELLY SARKOZY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GOVERNOR WOLF PTA INC
ReturnHeader/Filer/BusinessNameControlTxt0GOVE
ReturnHeader/Filer/EIN0237014380
ReturnHeader/Filer/USAddress/AddressLine1Txt01920 BUTZTOWN RD
ReturnHeader/Filer/USAddress/CityNm0BETHLEHEM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0180173397
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0256E9EB8205C64220B6E438D9D71DCF66077ABBD
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0256E9EB8205C64220B6E438D9D71DCF66077ABBD
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId02301932017220yng5cyr
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-08-08
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0207.172.225.165
ReturnHeader/FilingSecurityInformation/IPDt02017-08-08
ReturnHeader/FilingSecurityInformation/IPTm010:37:00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232266279
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RAPID RETURN INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02650 HOWERTOWN RD SUITE 4
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NORTHAMPTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd018067
ReturnHeader/PreparerPersonGrp/PhoneNum06102627538
ReturnHeader/PreparerPersonGrp/PreparationDt02017-08-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELIZABETH M ROCK
ReturnHeader/ReturnTs02017-08-08T10:50:54-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,253
Liabilities
$0
Net assets
$20,253
Revenue
$19,595
Expenses
$23,875
Net income
-$4,280
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$19.8$0.00$19.8$16.2$16.4$0.20
2020Detailed filing. Detailed filing data is available for this year.$20.0$0.00$20.0$28.9$17.2$11.7
2019Detailed filing. Detailed filing data is available for this year.$8.29$0.00$8.29$39.8$45.1$5.23
2018Detailed filing. Detailed filing data is available for this year.$13.5$0.00$13.5$27.2$33.9$6.73
2017Detailed filing. Detailed filing data is available for this year.$20.3$0.00$20.3$19.6$23.9$4.28
2016Detailed filing. Detailed filing data is available for this year.$24.5$0.00$24.5$29.3$21.1$8.24
2015Detailed filing. Detailed filing data is available for this year.$16.3$0.00$16.3$24.6$25.0$0.47
2014Detailed filing. Detailed filing data is available for this year.$16.8$0.00$16.8$24.2$24.6$0.43
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.2$0.00$17.2$21.7$31.1$9.40
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.6$0.00$26.6$25.4$25.3$0.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.5$0.00$26.5$34.2$30.7$3.49