Civic Intelligence

Palmer Elementary PTA Inc

990EZ • Fiscal year 2017 • EIN 23-7014678

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 07, 2017

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

12th percentile

-29%

Higher net margin than 12% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

24th percentile

-15%

Faster asset growth than 24% of similar nonprofits.

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

Revenue Growth

36th percentile

-8.0%

Faster revenue growth than 36% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$44,446

Down $7,546 (-15%) from 2016

Net Assets

Down

$44,446

Down $7,546 (-15%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin12th percentile

Revenue

Down

$26,471

Down $2,290 (-8.0%) from 2016

Expenses

Up

$34,017

Up $13,381 (+65%) from 2016

Net Income

Down

-$7,546

Down $15,671 (-193%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth24th 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

2017

Assets$44,446
Liabilities-
Net Assets$44,446
Open 2017 Filing

Operations Trend

Revenue Growth36th 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

2017

Revenue$26,471
Expenses$34,017
Net Income-$7,546
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 7, 2017
Return Version
2016v3.0
Gross Receipts
$63,459
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$32,232
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

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

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Book Fair$11,918$11,918$9,918$2,000
Gifts N Things$10,007$10,007$5,252$4,755
Total Events$21,925$21,925$15,170$6,755
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
2017-11-07
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office 4 insurance 535 membership 1,246 5th grade 1,301 council dues 70 department expense 525 end of year pizza 1,170 field trips 12,885 founder's day 116 gifts 6,066 hospitality 80 life membership 310 materials 445 out and back pack 663 panther pride party 2,194 pssa snacks 155 watermelon welcome 260 teacher appreciation 597 variety show 343 donations 100 science fair 168 student weekly readers 3,643 scholarship dinner 141 total 33,017”

Raw XML Appendix141 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/PersonNm0CHRISTIN UHLER
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0EASTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd018045
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt051992
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IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-7546
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt01000
IRS990EZ/GrossReceiptsAmt063459
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt051992
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DEB KELLEMAN
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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/OtherExpensesTotalAmt033017
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/ProgramServiceExpensesAmt032232
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt036988
IRS990EZ/SpecialEventsNetIncomeLossAmt024159
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt034017
IRS990EZ/TotalProgramServiceExpensesAmt032232
IRS990EZ/TotalRevenueAmt026471
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02216
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02432
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02619
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01838
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02426
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt011531
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt061243
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt059464
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt085826
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt036991
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt039540
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0283064
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0294595
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt063459
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt061896
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt088445
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt038829
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt063459
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt061896
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt088445
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt038829
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt041966
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0294595
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt015170
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0GIFTS N THINGS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt011918
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt010007
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt021925
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt011918
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt010007
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt06755
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt015170
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt09918
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt05252
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE 4 INSURANCE 535 MEMBERSHIP 1,246 5TH GRADE 1,301 COUNCIL DUES 70 DEPARTMENT EXPENSE 525 END OF YEAR PIZZA 1,170 FIELD TRIPS 12,885 FOUNDER'S DAY 116 GIFTS 6,066 HOSPITALITY 80 LIFE MEMBERSHIP 310 MATERIALS 445 OUT AND BACK PACK 663 PANTHER PRIDE PARTY 2,194 PSSA SNACKS 155 WATERMELON WELCOME 260 TEACHER APPRECIATION 597 VARIETY SHOW 343 DONATIONS 100 SCIENCE FAIR 168 STUDENT WEEKLY READERS 3,643 SCHOLARSHIP DINNER 141 TOTAL 33,017
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/SignatureDt02017-11-07
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/FilingSecurityInformation/AtSubmissionCreationDeviceId021CE079C79C8430A2068833AEFB913606A65EA51
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0166935DA759A3B3886F89E3D9EBFA7B96B568AF2
ReturnHeader/ReturnTs02017-11-13T16:25:53-05:00
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
$44,446
Liabilities
-
Net assets
$44,446
Revenue
$26,471
Expenses
$34,017
Net income
-$7,546
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