Civic Intelligence

Copper Beech PTA

990EZ • Fiscal year 2021 • EIN 23-7053563

Aug 01, 2020 to Jul 31, 2021 • Filed on Jan 27, 2022

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

50th percentile

8.8%

Higher net margin than 50% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2021

Asset Growth

47th percentile

3.5%

Faster asset growth than 47% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

18th percentile

-47%

Faster revenue growth than 18% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$70,896

Up $2,398 (+3.5%) from 2020

Net Assets

Up

$70,896

Up $2,398 (+3.5%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$27,390

Down $24,429 (-47%) from 2020

Expenses

Down

$24,992

Down $12,377 (-33%) from 2020

Net Income

Down

$2,398

Down $12,052 (-83%) from 2020

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

2021

Assets$70,896
Liabilities-
Net Assets$70,896

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

2021

Revenue$27,390
Expenses$24,992
Net Income$2,398
Jump To
Filing Snapshot
Filing Period
Aug 1, 2020 to Jul 31, 2021
Signed
Jan 27, 2022
Return Version
2020v4.0
Gross Receipts
$33,864
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.

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 faculty and families including educationl and cutural enrichment activities, social gatherings and educational related awards.

Program Services

DescriptionGrantsExpenses
EDUCATIONAL: PROVIDE STUDENT ENRICHMENT PROGRAMS, MATERIALS AND SUPPLIES INCLUDING: MUSIC, ART AND PE SUPPLIES, BOOKS, LIBRARY EQUIPMENT, ACADEMIC REALTED SUPPLIES AND SCIENCE MATERIALS.-$11,404
CHARITABLE: PROVIDE CHARITABLE ACTIVITIES AND SOCIAL EVENTS FOR STUDENTS, TEACHERS, SCHOOL FACITIY AND FAMILIES INCLUDING: EDUCATIONAL AND CULTURAL ENRICHMENT ACTIVITIES, SOCIAL GATHERINGS AND EDUCATIONAL RELATED AWARDS.-$10,741
OPERATIONAL: OPERATIONAL EXPENSES NEEDED TO EFFECTIVELY RUN THE PTA INCLUDING: TECHNOLOGY, BONDING AND INSURANCE, PERMIT COSTS, POSTAGE, PRINTING, PAPER, MISCELLANEOUS DISTRICT EXPENSE, SUPPLIES, ETC.-$2,147
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAUREN FICCAPresident El-$0--
DOTTIE COCCIMIGLIOPresident-$0--
ERIN VIZZAVice Preside-$0--
LOU GROWMILLERVice Preside-$0--
CAREN HOLZHAUERVice Preside-$0--
AMANDA CLARKRecording Se-$0--
NACOLE GLAMPMarketing Di-$0--
BRANDI EYLERTreasurer-$0--
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
Brandi Eyler
Title
Treasurer
Phone
2158812000
Signed
2022-01-27

Preparer

Firm
D2cpas Pc Dba Destephanis Cpas
Address
200 GREEN VALLEY WAY, CHALFONT, PA 18914
Preparer
Denise M Selgrath CPA
Phone
2673078017
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

6th grade activity fee 7,569 other income 1,554 total 9,123

Form 990-ez, Part I, Line 16

Expenses office 14 educational expenses 11,404 charitable expenses 10,741 operational expenses 1,995 bank fees 36 total 24,190

Form 990-ez, Part II, Line 24

GIFT CARDS 0 0 TOTAL 0 0

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 faculty and families including educationl and cutural enrichment activities, social gatherings and educational related awards.

Raw XML Appendix184 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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CompensationExplanation/CompensationExplanationGrp/PersonNm3LOU GROWMILLER
CompensationExplanation/CompensationExplanationGrp/PersonNm4CAREN HOLZHAUER
CompensationExplanation/CompensationExplanationGrp/PersonNm5AMANDA CLARK
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5RECORDING SE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6MARKETING DI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
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IRS990EZ/OtherExpensesTotalAmt024190
IRS990EZ/OtherRevenueTotalAmt09123
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IRS990EZ/PrintingPublicationsPostageAmt0152
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATIONAL: PROVIDE STUDENT ENRICHMENT PROGRAMS, MATERIALS AND SUPPLIES INCLUDING: MUSIC, ART AND PE SUPPLIES, BOOKS, LIBRARY EQUIPMENT, ACADEMIC REALTED SUPPLIES AND SCIENCE MATERIALS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1CHARITABLE: PROVIDE CHARITABLE ACTIVITIES AND SOCIAL EVENTS FOR STUDENTS, TEACHERS, SCHOOL FACITIY AND FAMILIES INCLUDING: EDUCATIONAL AND CULTURAL ENRICHMENT ACTIVITIES, SOCIAL GATHERINGS AND EDUCATIONAL RELATED AWARDS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt06TH GRADE ACTIVITY FEE 7,569 OTHER INCOME 1,554 TOTAL 9,123
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE 14 EDUCATIONAL EXPENSES 11,404 CHARITABLE EXPENSES 10,741 OPERATIONAL EXPENSES 1,995 BANK FEES 36 TOTAL 24,190
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GIFT CARDS 0 0 TOTAL 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PROVIDE 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 FACULTY AND FAMILIES INCLUDING EDUCATIONL AND CUTURAL ENRICHMENT ACTIVITIES, SOCIAL GATHERINGS AND EDUCATIONAL RELATED AWARDS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BRANDI EYLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02158812000
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-01-27
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ReturnHeader/Filer/EIN0237053563
ReturnHeader/Filer/PhoneNum02158812000
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ReturnHeader/Filer/USAddress/CityNm0GLENSIDE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 GREEN VALLEY WAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHALFONT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
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ReturnHeader/PreparerPersonGrp/PhoneNum02673078017
ReturnHeader/PreparerPersonGrp/PreparationDt02022-01-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DENISE M SELGRATH CPA
ReturnHeader/ReturnTs02022-01-27T12:27:17-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BRANDI
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0EYLER
ReturnHeader/TaxPeriodBeginDt02020-08-01
ReturnHeader/TaxPeriodEndDt02021-07-31
ReturnHeader/TaxYr02020

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