Civic Intelligence

Palmer Elementary PTA Inc

990EZ • Fiscal year 2016 • EIN 23-7014678

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 31, 2016

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

84th percentile

28%

Higher net margin than 84% of similar nonprofits.

2016 filings • 501(c)3 • <$500k 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

71st percentile

19%

Faster asset growth than 71% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

15th percentile

-34%

Faster revenue growth than 15% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$51,992

Up $8,123 (+19%) from 2015

Net Assets

Up

$51,992

Up $8,123 (+19%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin84th percentile

Revenue

Down

$28,761

Down $14,962 (-34%) from 2015

Expenses

Down

$20,636

Down $5,275 (-20%) from 2015

Net Income

Down

$8,125

Down $9,687 (-54%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

2016

Assets$51,992
Liabilities-
Net Assets$51,992
Open 2016 Filing

Operations Trend

Revenue Growth15th percentile

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

2016

Revenue$28,761
Expenses$20,636
Net Income$8,125
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 31, 2016
Return Version
2015v2.1
Gross Receipts
$61,896
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.$1,000$18,420
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
DORI ROBERTSPresidentPT$0--
APRIL SAMPLEVice Preside-$0--
KRISTY ORENSecretary-$0--
SONYA BERTELSENTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Book Fair$12,822$12,822$10,657$2,165
Gifts N Things$12,575$12,575$6,036$6,539
Total Events$31,611$31,611$19,205$12,406
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
2016-10-31
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office 166 insurance 525 membership 1,525 awards 133 4th grade 51 council dues 65 department expense 515 end of year pizza 992 field trips 8,205 founder's day 678 gifts 603 hospitality 134 life membership 200 materials 2,691 out and back pack 630 panther pride party 1,154 pssa snacks 100 special projects 45 watermelon welcome 204 teacher appreciation 458 variety show 418 donations 144 total 19,636”

Raw XML Appendix142 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0SONYA BERTELSEN
IRS990EZ/BooksInCareOfDetail/PhoneNum06102583702
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03050 GREEN POND ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0EASTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd018045
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt043867
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt051992
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02432
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt08125
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt043867
IRS990EZ/Form990TotalAssetsGrp/EOYAmt051992
IRS990EZ/FundraisingGrossIncomeAmt059464
IRS990EZ/GrantsAndSimilarAmountsPaidAmt01000
IRS990EZ/GrossReceiptsAmt061896
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt043867
IRS990EZ/NetAssetsOrFundBalancesEOYAmt051992
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt043867
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt051992
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DORI ROBERTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1APRIL SAMPLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KRISTY OREN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SONYA BERTELSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt019636
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATIONAL ENHANCEMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FUNDS EXPENDED WERE USED TO PROMOTE THE WELL-BEING AND EDUCATIONAL EXPERIENCES OF STUDENTS AT PALMER ELEMENTARY SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt018420
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt033135
IRS990EZ/SpecialEventsNetIncomeLossAmt026329
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt020636
IRS990EZ/TotalProgramServiceExpensesAmt018420
IRS990EZ/TotalRevenueAmt028761
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02432
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02619
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01838
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02426
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02338
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt011653
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt059464
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt085826
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt036991
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt039540
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt029769
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0251590
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0263243
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt061896
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt088445
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt038829
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt041966
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt032107
IRS990ScheduleA/Total509Grp/TotalAmt0263243
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt061896
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt088445
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt038829
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt041966
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt032107
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0263243
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt019205
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0GIFTS N THINGS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt012822
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt012575
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt06214
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt031611
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt012822
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt012575
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt06214
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt031611
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt012406
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt02512
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt019205
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt010657
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt06036
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE 166 INSURANCE 525 MEMBERSHIP 1,525 AWARDS 133 4TH GRADE 51 COUNCIL DUES 65 DEPARTMENT EXPENSE 515 END OF YEAR PIZZA 992 FIELD TRIPS 8,205 FOUNDER'S DAY 678 GIFTS 603 HOSPITALITY 134 LIFE MEMBERSHIP 200 MATERIALS 2,691 OUT AND BACK PACK 630 PANTHER PRIDE PARTY 1,154 PSSA SNACKS 100 SPECIAL PROJECTS 45 WATERMELON WELCOME 204 TEACHER APPRECIATION 458 VARIETY SHOW 418 DONATIONS 144 TOTAL 19,636
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SONYA BERTELSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04849038810
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-31
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/ReturnTs02016-11-04T12:45:53-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$51,992
Liabilities
-
Net assets
$51,992
Revenue
$28,761
Expenses
$20,636
Net income
$8,125
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