Civic Intelligence

Palmer Elementary PTA Inc

990EZ • Fiscal year 2023 • EIN 23-7014678

Jul 01, 2022 to Jun 30, 2023 • Filed on Feb 02, 2024

Organization ProfileN/A
3050 Green Pond RdEaston, PA 18045

(610) 250-2521

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

28th percentile

-9.7%

Higher net margin than 28% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

36th percentile

-6.5%

Faster asset growth than 36% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

86th percentile

74%

Faster revenue growth than 86% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$40,721

Down $2,835 (-6.5%) from 2022

Net Assets

Down

$40,721

Down $2,835 (-6.5%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin28th percentile

Revenue

Up

$29,258

Up $12,425 (+74%) from 2022

Expenses

Up

$32,095

Up $12,692 (+65%) from 2022

Net Income

Down

-$2,837

Down $267 (-10%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth36th 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

2023

Assets$40,721
Liabilities-
Net Assets$40,721
Open 2023 Filing

Operations Trend

Revenue Growth86th 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

2023

Revenue$29,258
Expenses$32,095
Net Income-$2,837
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Feb 2, 2024
Return Version
2022v5.0
Gross Receipts
$58,403
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$31,099
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATIE CARRTreasurer-$0--
CARLEY SHULERVice Preside-$0--
SARA ANDRIOTISSecretary-$0--
VANESSA PIRAINOPresident-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
School Store$10,694$10,694$4,979$5,715
Total Events$10,694$10,694$4,979$5,715
Filing and Contact Details

Filer

Filer Name
Palmer Elementary Pta Inc
EIN
23-7014678
Phone
6102502521
Address
3050 GREEN POND RD, EASTON, PA 18045

Signing Officer

Name
Katie Carr
Title
Treasurer
Phone
6102502521
Signed
2024-02-02
Discuss with paid preparer
Yes

Preparer

Firm
Hough Accounting & Tax Services
Address
3359 WILLIAM PENN HWY, EASTON, PA 18045
Preparer
Dawn Hough
Phone
6102523656
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses bank fee 66 535 5th grade 3,091 council dues 566 out and back pack 870 panther pride 2,145 field trips 11,731 teacher appreciation 3,468 special projects / events 1,231 scholastic & natgeo newsl 3,690 miscellaneous 18 student of the month 531 leadership day 695 membership 63 total 28,700”

Raw XML Appendix151 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/PersonNm0KATIE CARR
IRS990EZ/BooksInCareOfDetail/PhoneNum06102502521
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03050 GREEN POND RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0EASTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd018045
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt043558
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt040721
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02099
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2837
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0395
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt043558
IRS990EZ/Form990TotalAssetsGrp/EOYAmt040721
IRS990EZ/FundraisingGrossIncomeAmt055065
IRS990EZ/GrantsAndSimilarAmountsPaidAmt03000
IRS990EZ/GrossReceiptsAmt058403
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt03
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01236
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt043558
IRS990EZ/NetAssetsOrFundBalancesEOYAmt040721
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt043558
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt040721
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KATIE CARR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CARLEY SHULER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SARA ANDRIOTIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3VANESSA PIRAINO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt028700
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/GrantsAndAllocationsAmt03000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt031099
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt029145
IRS990EZ/SpecialEventsNetIncomeLossAmt025920
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt032095
IRS990EZ/TotalProgramServiceExpensesAmt031099
IRS990EZ/TotalRevenueAmt029258
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02099
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0475
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01097
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt05539
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt09710
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt056304
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt058375
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt015805
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt044634
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt051046
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0226164
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0235874
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt058403
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt058850
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt016305
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt045731
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt056585
IRS990ScheduleA/Total509Grp/TotalAmt0235874
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt058403
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt058850
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt016305
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt045731
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt056585
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0235874
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt04979
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SCHOOL STORE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt010694
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt010694
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt010694
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt010694
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt05715
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt04979
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04979
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES BANK FEE 66 535 5TH GRADE 3,091 COUNCIL DUES 566 OUT AND BACK PACK 870 PANTHER PRIDE 2,145 FIELD TRIPS 11,731 TEACHER APPRECIATION 3,468 SPECIAL PROJECTS / EVENTS 1,231 SCHOLASTIC & NATGEO NEWSL 3,690 MISCELLANEOUS 18 STUDENT OF THE MONTH 531 LEADERSHIP DAY 695 MEMBERSHIP 63 TOTAL 28,700
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATIE CARR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06102502521
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PALMER ELEMENTARY PTA INC
ReturnHeader/Filer/BusinessNameControlTxt0PALM
ReturnHeader/Filer/EIN0237014678
ReturnHeader/Filer/PhoneNum06102502521
ReturnHeader/Filer/USAddress/AddressLine1Txt03050 GREEN POND RD
ReturnHeader/Filer/USAddress/CityNm0EASTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd018045
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814582747
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOUGH ACCOUNTING & TAX SERVICES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03359 WILLIAM PENN HWY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EASTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd018045
ReturnHeader/PreparerPersonGrp/PhoneNum06102523656
ReturnHeader/PreparerPersonGrp/PreparationDt02024-02-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAWN HOUGH
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-02-08T11:55:58-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KATIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CARR
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$40,721
Liabilities
-
Net assets
$40,721
Revenue
$29,258
Expenses
$32,095
Net income
-$2,837
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