Civic Intelligence

Copper Beech PTA

990EZ • Fiscal year 2018 • EIN 23-7053563

Aug 01, 2017 to Jul 31, 2018 • Filed on Jan 28, 2018

825 N Easton RoadGlenside, PA 19038

(215) 881-2000

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

62nd percentile

9.3%

Higher net margin than 62% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

64th percentile

11%

Faster asset growth than 64% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

38th percentile

-7.1%

Faster revenue growth than 38% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$48,857

Up $4,767 (+11%) from 2017

Net Assets

Up

$48,857

Up $4,767 (+11%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$51,034

Down $3,875 (-7.1%) from 2017

Expenses

Down

$46,267

Down $954 (-2.0%) from 2017

Net Income

Down

$4,767

Down $2,921 (-38%) from 2017

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2016: $36,402Net Assets 2016: $36,4022016Assets 2017: $44,090Net Assets 2017: $44,0902017Assets 2018: $48,857Net Assets 2018: $48,8572018Assets 2019: $54,048Net Assets 2019: $54,0482019Assets 2020: $68,498Net Assets 2020: $68,4982020Assets 2021: $70,896Net Assets 2021: $70,8962021Assets 2022: $113,128Liabilities 2022: $0Net Assets 2022: $113,1282022Assets 2023: $105,836Liabilities 2023: $0Net Assets 2023: $105,8362023Assets 2024: $121,617Liabilities 2024: $0Net Assets 2024: $121,6172024Assets 2025: $124,306Liabilities 2025: $0Net Assets 2025: $124,3062025

Highlighted filing

2018

Assets$48,857
Liabilities-
Net Assets$48,857

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2016: $50,682Expenses 2016: $45,440Net Income 2016: $5,2422016Revenue 2017: $54,909Expenses 2017: $47,221Net Income 2017: $7,6882017Revenue 2018: $51,034Expenses 2018: $46,267Net Income 2018: $4,7672018Revenue 2019: $51,166Expenses 2019: $45,975Net Income 2019: $5,1912019Revenue 2020: $51,819Expenses 2020: $37,369Net Income 2020: $14,4502020Revenue 2021: $27,390Expenses 2021: $24,992Net Income 2021: $2,3982021Revenue 2022: $101,953Expenses 2022: $59,721Net Income 2022: $42,2322022Revenue 2023: $58,204Expenses 2023: $65,496Net Income 2023: -$7,2922023Revenue 2024: $61,157Expenses 2024: $45,376Net Income 2024: $15,7812024Revenue 2025: $85,836Expenses 2025: $83,147Net Income 2025: $2,6892025

Highlighted filing

2018

Revenue$51,034
Expenses$46,267
Net Income$4,767
Jump To
Filing Snapshot
Filing Period
Aug 1, 2017 to Jul 31, 2018
Signed
Jan 28, 2018
Return Version
2017v2.3
Gross Receipts
$111,680
Mission and Program Overview

Mission

Provide students with enrichment programs, materials and supplies including music; art and pe supplies, books, library equipment, academic related supplies and science materials. Also provide charitable activities and social events for students, teachers, school facility and families including educational and cultural enrichment activities, social gatherings and educational related awards.

Program Services

DescriptionGrantsExpenses
EDUCATIONAL: PROVIDE STUDENT ENRICHMENT PROGRAMS, MATERIALS AND SUPPLIES INCLUDING: MUSIC, ART AND PE SUPPIES, BOOKS, LIBRARY EQUIPMENT, ACADEMIC RELATED SUPPLIES AND SCIENCE MATERIALS.-$32,448
OPERATIONAL: OPERATIONAL EXPENSES NEEDED TO EFFECTIVELY RUN THE PTA INCLUDING: TECHNOLOGY, BONDING AND INSURANCE, PERMIT COSTS, POSTAGE, PRINTING, PAPER, MISCELLANEOUS DISTRICT EXPENSES, SUPPLIES, ETC.-$6,915
CHARITABLE: PROVIDE CHARITABLE ACTIVITIES AND SOCIAL EVENTS FOR STUDENTS, TEACHER, SCHOOL FACILITY AND FAMILIES INCLUDING: EDUCATION AND CULTURAL ENRICHMENT ACTIVITIES, SOCIAL GATHERINGS AND EDUCATIONAL RELATED AWARDS.-$6,904
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVE CLARKPresident-$0--
DOTTIE COCCIMIGLIOPresident El-$0--
ANDREA JUDGEVice Preside-$0--
CRISTY PELTZERVice Preside-$0--
SAMANTHA BROMLEYVice Preside-$0--
DANA MENSAHRecording Se-$0--
KRISTIN GAENSSLEMarketing Di-$0--
HEATHER BOSCAINOTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Night Out$16,394$16,394$7,293$9,101
Book Fair$15,711$15,711$12,420$3,291
Total Events$105,782$105,782$60,646$45,136
Filing and Contact Details

Filer

Filer Name
Copper Beech Pta
EIN
23-7053563
Phone
2158812000
Address
825 N EASTON ROAD, GLENSIDE, PA 19038

Signing Officer

Name
Heather Boscaino
Title
Treasurer
Phone
2158812000
Signed
2018-01-28
Discuss with paid preparer
Yes

Preparer

Firm
Thomas J Schwabenland Pc
Address
2 VILLAGE RD STE 7C, HORSHAM, PA 19044
Preparer
Thomas J Schwabenland CPA
Phone
2153462665
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses charitable expenses 6,904 educational expenses 32,448 operational expenses 6,915 total 46,267

Form 990-ez, Part II, Line 24

Gift cards 0 273 total 0 273

Form 990-ez, Part III

Provide students with enrichment programs, materials and supplies including music; art and pe supplies, books, library equipment, academic related supplies and science materials. Also provide charitable activities and social events for students, teachers, school facility and families including educational and cultural enrichment activities, social gatherings and educational related awards.

Raw XML Appendix199 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.

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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2OPERATIONAL: OPERATIONAL EXPENSES NEEDED TO EFFECTIVELY RUN THE PTA INCLUDING: TECHNOLOGY, BONDING AND INSURANCE, PERMIT COSTS, POSTAGE, PRINTING, PAPER, MISCELLANEOUS DISTRICT EXPENSES, SUPPLIES, ETC.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES CHARITABLE EXPENSES 6,904 EDUCATIONAL EXPENSES 32,448 OPERATIONAL EXPENSES 6,915 TOTAL 46,267
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GIFT CARDS 0 273 TOTAL 0 273
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROVIDE STUDENTS WITH ENRICHMENT PROGRAMS, MATERIALS AND SUPPLIES INCLUDING MUSIC; ART AND PE SUPPLIES, BOOKS, LIBRARY EQUIPMENT, ACADEMIC RELATED SUPPLIES AND SCIENCE MATERIALS. ALSO PROVIDE CHARITABLE ACTIVITIES AND SOCIAL EVENTS FOR STUDENTS, TEACHERS, SCHOOL FACILITY AND FAMILIES INCLUDING EDUCATIONAL AND CULTURAL ENRICHMENT ACTIVITIES, SOCIAL GATHERINGS AND EDUCATIONAL RELATED AWARDS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
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ReturnHeader/ReturnTs02019-01-28T09:25:45-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-08-01
ReturnHeader/TaxPeriodEndDt02018-07-31
ReturnHeader/TaxYr02017

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