Civic Intelligence

PTA Pennsylvania Congress

990EZ • Fiscal year 2022 • EIN 23-7015521

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 01, 2022

Organization Profile
2835 Mountain View DrBath, PA 18014

(610) 984-5568

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

56th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

29th percentile

-7.2%

Higher net margin than 29% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

40th percentile

-3.5%

Faster asset growth than 40% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

91st percentile

200%

Faster revenue growth than 91% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$54,187

Down $1,969 (-3.5%) from 2021

Net Assets

Down

$54,187

Down $1,969 (-3.5%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin29th percentile

Revenue

Up

$27,262

Up $18,174 (+200%) from 2021

Expenses

Up

$29,231

Up $11,002 (+60%) from 2021

Net Income

Up

-$1,969

Up $7,172 (+78%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth40th 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

2022

Assets$54,187
Liabilities$0
Net Assets$54,187
Open 2022 Filing

Operations Trend

Revenue Growth91st 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

2022

Revenue$27,262
Expenses$29,231
Net Income-$1,969
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 1, 2022
Return Version
2021v4.2
Gross Receipts
$75,863
Mission and Program Overview

Mission

Educ & civic sppt stdnt & prt

Program Services

DescriptionGrantsExpenses
IN SCHOOL PROGRAMS TO PROVIDE EDUCATIONAL MATERIALS-$17,367
SCHOLARSHIP CLASS ROOM SUPPLIES-$7,816
STAFF APR MEMBERSHIP DUES-$2,264
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATE LATTEMANNPresident-$0--
AMANDA DOCHATSecretary-$0--
SAMANTHA HOGUEVice President-$0--
JACKIE HENAHANTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraiser----
Filing and Contact Details

Filer

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

Signing Officer

Name
Jackie Henahan
Title
Treasurer
Phone
6109845568
Signed
2022-11-01
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 revenue Part I line 8

“Description amountevents 2,717activity account 4,277”

Description of other expenses Part I line 16

“Description amountevent expense 1,789council dues membership 852scholarship 1,500classroom supplies 6,316activity account 7,667dare 300field trip 1,003staff appreciation 1,4125th grade event 3,713gifts 5th grade 4,198”

Raw XML Appendix150 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/PersonNm0JACKIE HENAHAN
IRS990EZ/BooksInCareOfDetail/PhoneNum06109845568
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02825 MOUNTAINVIEW DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BATH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd018014
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt056156
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt054187
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt04365
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1969
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0175
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt056156
IRS990EZ/Form990TotalAssetsGrp/EOYAmt054187
IRS990EZ/FundraisingGrossIncomeAmt064089
IRS990EZ/GrossReceiptsAmt075863
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0414
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt056156
IRS990EZ/NetAssetsOrFundBalancesEOYAmt054187
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt056156
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt054187
IRS990EZ/OccupancyRentUtltsAndMaintAmt0306
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
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/PersonNm0KATE LATTEMANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1AMANDA DOCHAT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SAMANTHA HOGUE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JACKIE HENAHAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt028750
IRS990EZ/OtherRevenueTotalAmt06994
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUC & CIVIC SPPT STDNT & PRT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0IN SCHOOL PROGRAMS TO PROVIDE EDUCATIONAL MATERIALS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SCHOLARSHIP CLASS ROOM SUPPLIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2STAFF APR MEMBERSHIP DUES
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt017367
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt17816
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22264
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt048601
IRS990EZ/SpecialEventsNetIncomeLossAmt015488
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt029231
IRS990EZ/TotalProgramServiceExpensesAmt027447
IRS990EZ/TotalRevenueAmt027262
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt04780
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0233
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0420
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt05433
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt02
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt04
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt07
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99870
IRS990ScheduleA/PublicSupportPY170Pct00.99080
IRS990ScheduleA/PublicSupportTotal170Amt05433
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt04780
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0233
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0420
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt05433
IRS990ScheduleA/TotalSupportAmt05440
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUNDRAISER
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTEVENTS 2,717ACTIVITY ACCOUNT 4,277
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTEVENT EXPENSE 1,789COUNCIL DUES MEMBERSHIP 852SCHOLARSHIP 1,500CLASSROOM SUPPLIES 6,316ACTIVITY ACCOUNT 7,667DARE 300FIELD TRIP 1,003STAFF APPRECIATION 1,4125TH GRADE EVENT 3,713GIFTS 5TH GRADE 4,198
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0JACKIE HENAHAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06109845568
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-01
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/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/PreparationDt02022-11-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELIZABETH M ROCK
ReturnHeader/ReturnTs02022-11-03T10:14:45-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JACKIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HENAHAN
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$54,187
Liabilities
$0
Net assets
$54,187
Revenue
$27,262
Expenses
$29,231
Net income
-$1,969
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