Civic Intelligence

Palmer Elementary PTA Inc

990EZ • Fiscal year 2024 • EIN 23-7014678

Jul 01, 2023 to Jun 30, 2024 • Filed on Oct 22, 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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

8th percentile

-61%

Higher net margin than 8% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

14th percentile

-40%

Faster asset growth than 14% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

35th percentile

-8.7%

Faster revenue growth than 35% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$24,485

Down $16,236 (-40%) from 2023

Net Assets

Down

$24,485

Down $16,236 (-40%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin8th percentile

Revenue

Down

$26,721

Down $2,537 (-8.7%) from 2023

Expenses

Up

$42,957

Up $10,862 (+34%) from 2023

Net Income

Down

-$16,236

Down $13,399 (-472%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth14th 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

2024

Assets$24,485
Liabilities-
Net Assets$24,485
Open 2024 Filing

Operations Trend

Revenue Growth35th 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

2024

Revenue$26,721
Expenses$42,957
Net Income-$16,236
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 22, 2024
Return Version
2023v5.0
Gross Receipts
$48,909
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$41,994
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHANIE MARTINEZTreasurer-$0--
CARLEY SHULERVice Preside-$0--
SARA ANDRIOTISSecretary Of-$0--
JESSICA STONEHOUSEPresident-$0--
KELLY MERLUZZISecretary Of-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
School Store$12,501$12,501$5,602$6,899
Gertrude Hawk$5,453$5,453-$5,453
Total Events$17,954$17,954$5,602$12,352
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
Stephanie Martinez
Title
Treasurer
Phone
6102502521
Signed
2024-10-22
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 9 office 19 insurance 535 5th grade 2,110 assembly 695 council dues 70 education supplies 1,164 field trips 322 kindergarten gifts 730 open house 200 out and back pack 1,015 panther pride 2,767 principal day 21 scholastic & natgeo newsl 3,954 special projects / events 1,898 student of the month 160 teacher appreciation 2,073 digital sign purchase 23,815 total 41,557”

Raw XML Appendix154 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/USAddress/CityNm0EASTON
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IRS990EZ/ExcessOrDeficitForYearAmt0-16236
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IRS990EZ/LobbyingActivitiesInd0false
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IRS990EZ/MembershipDuesAmt01040
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STEPHANIE MARTINEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CARLEY SHULER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SARA ANDRIOTIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JESSICA STONEHOUSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KELLY MERLUZZI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY OF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY OF
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt041557
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/ProgramServiceExpensesAmt041994
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt022188
IRS990EZ/SpecialEventsNetIncomeLossAmt025679
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt042957
IRS990EZ/TotalProgramServiceExpensesAmt041994
IRS990EZ/TotalRevenueAmt026721
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02099
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0475
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01097
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt04171
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt048909
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt056304
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt058375
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt015805
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt044634
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0224027
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0228198
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt048909
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt058403
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt058850
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt016305
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IRS990ScheduleA/Total509Grp/TotalAmt0228198
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0228198
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt05602
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SCHOOL STORE
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0GERTRUDE HAWK
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt012501
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt05453
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt017954
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt012501
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt05453
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt017954
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt012352
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt05602
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05602
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES BANK FEE 9 OFFICE 19 INSURANCE 535 5TH GRADE 2,110 ASSEMBLY 695 COUNCIL DUES 70 EDUCATION SUPPLIES 1,164 FIELD TRIPS 322 KINDERGARTEN GIFTS 730 OPEN HOUSE 200 OUT AND BACK PACK 1,015 PANTHER PRIDE 2,767 PRINCIPAL DAY 21 SCHOLASTIC & NATGEO NEWSL 3,954 SPECIAL PROJECTS / EVENTS 1,898 STUDENT OF THE MONTH 160 TEACHER APPRECIATION 2,073 DIGITAL SIGN PURCHASE 23,815 TOTAL 41,557
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHANIE MARTINEZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06102502521
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-22
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/PreparationDt02024-10-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAWN HOUGH
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-10-23T09:56:54-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$24,485
Liabilities
-
Net assets
$24,485
Revenue
$26,721
Expenses
$42,957
Net income
-$16,236
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