Civic Intelligence

PTA Pennsylvania Congress

990EZ • Fiscal year 2019 • EIN 23-7015521

Jul 01, 2018 to Jun 30, 2019 • Filed on Sep 05, 2019

Organization Profile
2835 Mountain View DrBath, PA 18014

(610) 462-1598

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

88th percentile

40%

Higher net margin than 88% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

74th percentile

23%

Faster asset growth than 74% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

86th percentile

50%

Faster revenue growth than 86% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$59,927

Up $11,283 (+23%) from 2018

Net Assets

Up

$59,927

Up $11,283 (+23%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin88th percentile

Revenue

Up

$28,558

Up $9,534 (+50%) from 2018

Expenses

Down

$17,275

Down $5,319 (-24%) from 2018

Net Income

Up

$11,283

Up $14,853 (+416%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

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

$80K$60K$40K$20K$0Assets 2011: $38,896Liabilities 2011: $0Net Assets 2011: $38,8962011Assets 2012: $36,708Liabilities 2012: $0Net Assets 2012: $36,7082012Assets 2013: $27,276Liabilities 2013: $0Net Assets 2013: $27,2762013Assets 2014: $31,466Liabilities 2014: $0Net Assets 2014: $31,4662014Assets 2015: $35,965Liabilities 2015: $0Net Assets 2015: $35,9652015Assets 2016: $41,038Liabilities 2016: $0Net Assets 2016: $41,0382016Assets 2017: $52,214Liabilities 2017: $0Net Assets 2017: $52,2142017Assets 2018: $48,644Liabilities 2018: $0Net Assets 2018: $48,6442018Assets 2019: $59,927Liabilities 2019: $0Net Assets 2019: $59,9272019Assets 2020: $65,297Liabilities 2020: $0Net Assets 2020: $65,2972020Assets 2021: $56,156Liabilities 2021: $0Net Assets 2021: $56,1562021Assets 2022: $54,187Liabilities 2022: $0Net Assets 2022: $54,1872022Assets 2023: $51,569Liabilities 2023: $0Net Assets 2023: $51,5692023Assets 2025: $37,410Liabilities 2025: $0Net Assets 2025: $37,4102025

Highlighted filing

2019

Assets$59,927
Liabilities$0
Net Assets$59,927
Open 2019 Filing

Operations Trend

Revenue Growth86th percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2011: $29,156Expenses 2011: $40,738Net Income 2011: -$11,5822011Revenue 2012: $27,723Expenses 2012: $29,911Net Income 2012: -$2,1882012Revenue 2013: $33,821Expenses 2013: $43,253Net Income 2013: -$9,4322013Revenue 2014: $21,529Expenses 2014: $17,339Net Income 2014: $4,1902014Revenue 2015: $13,925Expenses 2015: $9,426Net Income 2015: $4,4992015Revenue 2016: $26,099Expenses 2016: $21,026Net Income 2016: $5,0732016Revenue 2017: $29,024Expenses 2017: $17,848Net Income 2017: $11,1762017Revenue 2018: $19,024Expenses 2018: $22,594Net Income 2018: -$3,5702018Revenue 2019: $28,558Expenses 2019: $17,275Net Income 2019: $11,2832019Revenue 2020: $23,574Expenses 2020: $18,204Net Income 2020: $5,3702020Revenue 2021: $9,088Expenses 2021: $18,229Net Income 2021: -$9,1412021Revenue 2022: $27,262Expenses 2022: $29,231Net Income 2022: -$1,9692022Revenue 2023: $25,692Expenses 2023: $28,310Net Income 2023: -$2,6182023Revenue 2025: $62,832Expenses 2025: $46,639Net Income 2025: $16,1932025

Highlighted filing

2019

Revenue$28,558
Expenses$17,275
Net Income$11,283
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Sep 5, 2019
Return Version
2018v3.1
Gross Receipts
$68,136
Mission and Program Overview

Mission

Educ & civic sppt stdnt & prt

Program Services

DescriptionGrantsExpenses
PLANNERS BOOKS SUBSCRIPTIONS-$5,209
STAFF APR MEMBERSHIP DUES-$2,171
IN SCHOOL PROGRAMS TO PROVIDE EDUCATIONAL MATERIALS-$1,990
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARCIE SHEETZPresident-$0--
KATE LATTEMANNVice President-$0--
AMANDA DOCHATSecretary-$0--
SAMANTHA HOGUETreasuruerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraisers$57,041$57,041-$57,041
Book Fair$10,862$10,862-$10,862
Total Events$67,903$67,903-$67,903
Filing and Contact Details

Filer

Filer Name
Pta Pennsylvania Congress
EIN
23-7015521
Address
2835 MOUNTAIN VIEW DR, BATH, PA 18014

Signing Officer

Name
Samantha Hogue
Title
Treasurer
Phone
6104621598
Signed
2019-09-05
Discuss with paid preparer
No

Preparer

Firm
Rapid Return Inc
Address
2650 HOWERTOWN RD SUITE 4, NORTHAMPTON, PA 18067
Preparer
Elizabeth M Rock
Phone
6102627538
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountsubscriptions planners books 5,209in school prog 1,990staff apreciation 1,455memrsp and council dues 620donation 100classroom supplies 3,276scholarship 500class trip 3,975”

Raw XML Appendix159 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/PersonNm0SAMANTHA HOGUE
IRS990EZ/BooksInCareOfDetail/PhoneNum06104621598
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0369 ADAMS LN
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BATH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd018014
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt048644
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt059927
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt011283
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0150
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt048644
IRS990EZ/Form990TotalAssetsGrp/EOYAmt059927
IRS990EZ/FundraisingGrossIncomeAmt067899
IRS990EZ/GrossReceiptsAmt068136
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt04
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0233
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt048644
IRS990EZ/NetAssetsOrFundBalancesEOYAmt059927
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt048644
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt059927
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARCIE SHEETZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KATE LATTEMANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2AMANDA DOCHAT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SAMANTHA HOGUE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURUER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt017125
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUC & CIVIC SPPT STDNT & PRT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0IN SCHOOL PROGRAMS TO PROVIDE EDUCATIONAL MATERIALS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PLANNERS BOOKS SUBSCRIPTIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2STAFF APR MEMBERSHIP DUES
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01990
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15209
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22171
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt039578
IRS990EZ/SpecialEventsNetIncomeLossAmt028321
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt017275
IRS990EZ/TotalProgramServiceExpensesAmt09370
IRS990EZ/TotalRevenueAmt028558
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0233
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0420
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0748
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0396
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01082
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02879
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt07
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt018
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt05
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt030
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.98970
IRS990ScheduleA/PublicSupportPY170Pct00.99210
IRS990ScheduleA/PublicSupportTotal170Amt02879
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0233
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0420
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0748
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0396
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01082
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02879
IRS990ScheduleA/TotalSupportAmt02909
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FUNDRAISERS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt010862
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt057041
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt067903
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt010862
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt057041
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt067903
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt067903
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTSUBSCRIPTIONS PLANNERS BOOKS 5,209IN SCHOOL PROG 1,990STAFF APRECIATION 1,455MEMRSP AND COUNCIL DUES 620DONATION 100CLASSROOM SUPPLIES 3,276SCHOLARSHIP 500CLASS TRIP 3,975
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0SAMANTHA HOGUE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06104621598
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-09-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA PENNSYLVANIA CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0PTAP
ReturnHeader/Filer/EIN0237015521
ReturnHeader/Filer/USAddress/AddressLine1Txt02835 MOUNTAIN VIEW DR
ReturnHeader/Filer/USAddress/CityNm0BATH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd018014
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0256E9EB8205C64220B6E438D9D71DCF66077ABBD
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0256E9EB8205C64220B6E438D9D71DCF66077ABBD
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId02301932019253x1o0qv2
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-09-10
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0207.172.225.165
ReturnHeader/FilingSecurityInformation/IPDt02019-09-10
ReturnHeader/FilingSecurityInformation/IPTm011:02:36
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232266279
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RAPID RETURN INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02650 HOWERTOWN RD SUITE 4
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NORTHAMPTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd018067
ReturnHeader/PreparerPersonGrp/PhoneNum06102627538
ReturnHeader/PreparerPersonGrp/PreparationDt02019-09-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELIZABETH M ROCK
ReturnHeader/ReturnTs02019-09-05T09:52:30-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$59,927
Liabilities
$0
Net assets
$59,927
Revenue
$28,558
Expenses
$17,275
Net income
$11,283
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$37.4$0.00$37.4$62.8$46.6$16.2
2023Detailed filing. Detailed filing data is available for this year.$51.6$0.00$51.6$25.7$28.3$2.62
2022Detailed filing. Detailed filing data is available for this year.$54.2$0.00$54.2$27.3$29.2$1.97
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$56.2$0.00$56.2$9.09$18.2$9.14
2020Detailed filing. Detailed filing data is available for this year.$65.3$0.00$65.3$23.6$18.2$5.37
2019Detailed filing. Detailed filing data is available for this year.$59.9$0.00$59.9$28.6$17.3$11.3
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$48.6$0.00$48.6$19.0$22.6$3.57
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$52.2$0.00$52.2$29.0$17.8$11.2
2016Detailed filing. Detailed filing data is available for this year.$41.0$0.00$41.0$26.1$21.0$5.07
2015Detailed filing. Detailed filing data is available for this year.$36.0$0.00$36.0$13.9$9.43$4.50
2014Detailed filing. Detailed filing data is available for this year.$31.5$0.00$31.5$21.5$17.3$4.19
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.3$0.00$27.3$33.8$43.3$9.43
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$36.7$0.00$36.7$27.7$29.9$2.19
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$38.9$0.00$38.9$29.2$40.7$11.6
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)3 • <$500k nonprofits