Civic Intelligence

PTA Pennsylvania Congress

990EZ • Fiscal year 2018 • EIN 23-7014380

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 11, 2018

Organization Profile
1920 Butztown RdBethlehem, PA 18017-3397

(484) 868-0669

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

14th percentile

-25%

Higher net margin than 14% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

14th percentile

-33%

Faster asset growth than 14% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

82nd percentile

39%

Faster revenue growth than 82% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$13,527

Down $6,726 (-33%) from 2017

Net Assets

Down

$13,527

Down $6,726 (-33%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin14th percentile

Revenue

Up

$27,167

Up $7,572 (+39%) from 2017

Expenses

Up

$33,893

Up $10,018 (+42%) from 2017

Net Income

Down

-$6,726

Down $2,446 (-57%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth14th 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

2018

Assets$13,527
Liabilities$0
Net Assets$13,527
Open 2018 Filing

Operations Trend

Revenue Growth82nd 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

2018

Revenue$27,167
Expenses$33,893
Net Income-$6,726
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 11, 2018
Return Version
2017v2.2
Gross Receipts
$70,852
Mission and Program Overview

Mission

Civic and educational for students

Program Services

DescriptionGrantsExpenses
OPERATIONAL EXPENSES ASSEMBLIES CLASSROOM PARTIES-$6,132
EDUCATIONAL EXPENSE AND FIELD TRIPS-$5,633
EDUC SUPPLIES MEMBERSHIP DUES-$3,038
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHELE SARKOZYPresident-$0--
LORRAINE MONTEIROTreasurer-$0--
JENNIFER PIESONRecording Secretary-$0--
MICHELLE FENSTERMAKERCorresponding Secretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraisers$72,235$72,235-$72,235
Total Events$72,235$72,235-$72,235
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
Lorraine Monteiro
Title
Treasurer
Signed
2018-10-11
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 775eoy parties 2,615scholarship memorial fd 500teacher reimb 2,035membership exp dues 930field trips 4,858assemblies kindergarten 3,516operation exp 247student supplies 1,808vol staff apprec hosp 2,343kindergarten regi 248pta meetings 157corresponding secretary 993insurance bank fees 498outdoor classroom 6,800memorial fund 5,445”

Raw XML Appendix152 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/PersonNm0LORRAINE MONTEIRO
IRS990EZ/BooksInCareOfDetail/PhoneNum04848680669
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01920 BUTZTOWN RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BETHLEHEM
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd018017
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt020253
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt013527
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-6726
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0125
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt020253
IRS990EZ/Form990TotalAssetsGrp/EOYAmt013527
IRS990EZ/FundraisingGrossIncomeAmt070177
IRS990EZ/GrossReceiptsAmt070852
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0675
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt020253
IRS990EZ/NetAssetsOrFundBalancesEOYAmt013527
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt020253
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt013527
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/PersonNm0MICHELE SARKOZY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LORRAINE MONTEIRO
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/OtherExpensesTotalAmt033768
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CIVIC AND EDUCATIONAL FOR STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATIONAL EXPENSE AND FIELD TRIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1OPERATIONAL EXPENSES ASSEMBLIES CLASSROOM PARTIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2EDUC SUPPLIES MEMBERSHIP DUES
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05633
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt16132
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt23038
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt043685
IRS990EZ/SpecialEventsNetIncomeLossAmt026492
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt033893
IRS990EZ/TotalProgramServiceExpensesAmt014803
IRS990EZ/TotalRevenueAmt027167
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0675
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0750
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0715
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0760
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0792
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03692
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct00.99950
IRS990ScheduleA/PublicSupportTotal170Amt03692
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0675
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0750
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0715
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0760
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0792
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03692
IRS990ScheduleA/TotalSupportAmt03692
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUNDRAISERS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt072235
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt072235
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt072235
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt072235
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt072235
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTCLASSROOM EDUCATIONAL EXP 775EOY PARTIES 2,615SCHOLARSHIP MEMORIAL FD 500TEACHER REIMB 2,035MEMBERSHIP EXP DUES 930FIELD TRIPS 4,858ASSEMBLIES KINDERGARTEN 3,516OPERATION EXP 247STUDENT SUPPLIES 1,808VOL STAFF APPREC HOSP 2,343KINDERGARTEN REGI 248PTA MEETINGS 157CORRESPONDING SECRETARY 993INSURANCE BANK FEES 498OUTDOOR CLASSROOM 6,800MEMORIAL FUND 5,445
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0LORRAINE MONTEIRO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-11
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/FederalOriginalSubmissionId023019320182844x1dhmg
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-10-11
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0207.172.225.165
ReturnHeader/FilingSecurityInformation/IPDt02018-10-11
ReturnHeader/FilingSecurityInformation/IPTm010:36:16
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/PreparationDt02018-10-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELIZABETH M ROCK
ReturnHeader/ReturnTs02018-10-11T10:59:57-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,527
Liabilities
$0
Net assets
$13,527
Revenue
$27,167
Expenses
$33,893
Net income
-$6,726
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