Civic Intelligence

Palmer Elementary PTA Inc

990EZ • Fiscal year 2015 • EIN 23-7014678

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 02, 2015

Organization ProfileN/A
3050 Green Pond RoadEaston, PA 18045

(484) 903-8810

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

89th percentile

41%

Higher net margin than 89% 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

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$43,869

No earlier filing loaded for comparison.

Net Assets

$43,869

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin89th percentile

Revenue

$43,723

No earlier filing loaded for comparison.

Expenses

$25,911

No earlier filing loaded for comparison.

Net Income

$17,812

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$60K$40K$20K$0Assets 2015: $43,869Net Assets 2015: $43,8692015Assets 2016: $51,992Net Assets 2016: $51,9922016Assets 2017: $44,446Net Assets 2017: $44,4462017Assets 2018: $45,562Net Assets 2018: $45,5622018Assets 2020: $47,782Net Assets 2020: $47,7822020Assets 2021: $46,126Net Assets 2021: $46,1262021Assets 2022: $43,556Net Assets 2022: $43,5562022Assets 2023: $40,721Net Assets 2023: $40,7212023Assets 2024: $24,485Net Assets 2024: $24,4852024Assets 2025: $23,514Net Assets 2025: $23,5142025

Highlighted filing

2015

Assets$43,869
Liabilities-
Net Assets$43,869
Open 2015 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60K$40K$20K$0-$20KRevenue 2015: $43,723Expenses 2015: $25,911Net Income 2015: $17,8122015Revenue 2016: $28,761Expenses 2016: $20,636Net Income 2016: $8,1252016Revenue 2017: $26,471Expenses 2017: $34,017Net Income 2017: -$7,5462017Revenue 2018: $29,674Expenses 2018: $28,555Net Income 2018: $1,1192018Revenue 2020: $22,730Expenses 2020: $13,793Net Income 2020: $8,9372020Revenue 2021: $9,915Expenses 2021: $11,571Net Income 2021: -$1,6562021Revenue 2022: $16,833Expenses 2022: $19,403Net Income 2022: -$2,5702022Revenue 2023: $29,258Expenses 2023: $32,095Net Income 2023: -$2,8372023Revenue 2024: $26,721Expenses 2024: $42,957Net Income 2024: -$16,2362024Revenue 2025: $29,388Expenses 2025: $30,358Net Income 2025: -$9702025

Highlighted filing

2015

Revenue$43,723
Expenses$25,911
Net Income$17,812
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 2, 2015
Return Version
2014v5.0
Gross Receipts
$88,445
Mission and Program Overview

Mission

EDUCATIONAL ENHANCEMENT

Program Services

DescriptionGrantsExpenses
FUNDS EXPENDED WERE USED TO PROMOTE THE WELL-BEING AND EDUCATIONAL EXPERIENCES OF STUDENTS AT PALMER ELEMENTARY SCHOOL.$3,000$23,103
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DONNA RILEY GARRETTPresidentPT$0--
DORI ROBERTSVice PresidePT$0--
KRISTY ORENSecretaryPT$0--
SONYA BERTELSENTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Book Fair$13,315$13,315$11,105$2,210
Gifts N Things$9,277$9,277$4,997$4,280
Total Events$46,142$46,142$22,794$23,348
Filing and Contact Details

Filer

Filer Name
Palmer Elementary Pta Inc
EIN
23-7014678
Phone
4849038810
Address
3050 GREEN POND ROAD, EASTON, PA 18045

Signing Officer

Name
Sonya Bertelsen
Title
Treasurer
Phone
4849038810
Signed
2015-11-02
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office 94 insurance 535 membership 2,029 4th grade 1,098 council dues 65 department expense 922 end of year pizza 874 field trips 11,697 founder's day 738 gifts 990 hospitality 164 life membership 303 materials 54 out and back pack 611 panther pride party 1,215 pssa snacks 155 special projects 17 watermelon welcome 195 teacher appreciation 477 variety show 328 donations 200 total 22,761”

Raw XML Appendix143 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt022761
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATIONAL ENHANCEMENT
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
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IRS990EZ/TotalRevenueAmt043723
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02619
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt088445
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0GIFTS N THINGS
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt04997
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE 94 INSURANCE 535 MEMBERSHIP 2,029 4TH GRADE 1,098 COUNCIL DUES 65 DEPARTMENT EXPENSE 922 END OF YEAR PIZZA 874 FIELD TRIPS 11,697 FOUNDER'S DAY 738 GIFTS 990 HOSPITALITY 164 LIFE MEMBERSHIP 303 MATERIALS 54 OUT AND BACK PACK 611 PANTHER PRIDE PARTY 1,215 PSSA SNACKS 155 SPECIAL PROJECTS 17 WATERMELON WELCOME 195 TEACHER APPRECIATION 477 VARIETY SHOW 328 DONATIONS 200 TOTAL 22,761
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SONYA BERTELSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04849038810
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PALMER ELEMENTARY PTA INC
ReturnHeader/Filer/BusinessNameControlTxt0PALM
ReturnHeader/Filer/EIN0237014678
ReturnHeader/Filer/PhoneNum04849038810
ReturnHeader/Filer/USAddress/AddressLine1Txt03050 GREEN POND ROAD
ReturnHeader/Filer/USAddress/CityNm0EASTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd018045
ReturnHeader/ReturnTs02015-11-04T13:38:38-06:00
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
$43,869
Liabilities
-
Net assets
$43,869
Revenue
$43,723
Expenses
$25,911
Net income
$17,812
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$23.5$23.5$29.4$30.4$0.97
2024Detailed filing. Detailed filing data is available for this year.$24.5$24.5$26.7$43.0$16.2
2023Detailed filing. Detailed filing data is available for this year.$40.7$40.7$29.3$32.1$2.84
2022Detailed filing. Detailed filing data is available for this year.$43.6$43.6$16.8$19.4$2.57
2021Detailed filing. Detailed filing data is available for this year.$46.1$46.1$9.92$11.6$1.66
2020Detailed filing. Detailed filing data is available for this year.$47.8$47.8$22.7$13.8$8.94
2018Detailed filing. Detailed filing data is available for this year.$45.6$45.6$29.7$28.6$1.12
2017Detailed filing. Detailed filing data is available for this year.$44.4$44.4$26.5$34.0$7.55
2016Detailed filing. Detailed filing data is available for this year.$52.0$52.0$28.8$20.6$8.13
2015Detailed filing. Detailed filing data is available for this year.$43.9$43.9$43.7$25.9$17.8