Civic Intelligence

Jarrettown PTA of Upper Dublin Township

990EZ • Fiscal year 2022 • EIN 23-7053613

Jul 01, 2021 to Jun 30, 2022 • Filed on May 12, 2023

Organization ProfileN/A
1520 Limekiln PikeDresher, PA 19025

(215) 643-8951

Siviq Scores

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

Liabilities / Assets

58th 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

58th 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

60th percentile

12%

Higher net margin than 60% of similar nonprofits.

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

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% 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

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$51,562

Down $28,975 (-36%) from 2016

Net Assets

Down

$51,562

Down $28,975 (-36%) from 2016

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin60th percentile

Revenue

Up

$62,886

Up $18,342 (+41%) from 2016

Expenses

Up

$55,606

Up $22,972 (+70%) from 2016

Net Income

Down

$7,280

Down $4,630 (-39%) from 2016

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$100K$50K$0Assets 2011: $27,431Net Assets 2011: $27,4312011Assets 2012: $31,183Net Assets 2012: $31,1832012Assets 2013: $31,393Net Assets 2013: $31,3932013Assets 2014: $49,804Net Assets 2014: $49,8042014Assets 2015: $68,627Net Assets 2015: $68,6272015Assets 2016: $80,537Net Assets 2016: $80,5372016Assets 2022: $51,562Liabilities 2022: $0Net Assets 2022: $51,5622022Assets 2023: $68,822Liabilities 2023: $0Net Assets 2023: $68,8222023Assets 2024: $77,405Liabilities 2024: $0Net Assets 2024: $77,4052024Assets 2025: $65,468Liabilities 2025: $0Net Assets 2025: $65,4682025

Highlighted filing

2022

Assets$51,562
Liabilities$0
Net Assets$51,562
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KRevenue 2011: $38,317Expenses 2011: $42,505Net Income 2011: -$4,1882011Revenue 2012: $48,062Expenses 2012: $44,310Net Income 2012: $3,7522012Revenue 2013: $51,198Expenses 2013: $50,988Net Income 2013: $2102013Revenue 2014: $60,001Expenses 2014: $41,590Net Income 2014: $18,4112014Revenue 2015: $51,920Expenses 2015: $33,097Net Income 2015: $18,8232015Revenue 2016: $44,544Expenses 2016: $32,634Net Income 2016: $11,9102016Revenue 2022: $62,886Expenses 2022: $55,606Net Income 2022: $7,2802022Revenue 2023: $83,483Expenses 2023: $66,223Net Income 2023: $17,2602023Revenue 2024: $84,356Expenses 2024: $75,773Net Income 2024: $8,5832024Revenue 2025: $76,846Expenses 2025: $88,783Net Income 2025: -$11,9372025

Highlighted filing

2022

Revenue$62,886
Expenses$55,606
Net Income$7,280
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 12, 2023
Return Version
2021v4.2
Gross Receipts
$83,447
Mission and Program Overview

Mission

Support the educ experience andcommunity

Program Services

DescriptionGrantsExpenses
Other program services-$17,452
CLASS FIELD TRIPSSELECTED BY THE FACULTY TO ENHANCE THE CHILDRENS EDUCATIONAL EXPERIENCE BY AUGMENTING THE CURRICULUM.-$15,192
LEGACY PROJECTDONATE TO THE UPPER DUBLIN SCHOOL DISTRICT THE PURCHASE AND INSTALLATION OF A GAGA PIT.-$7,732
TEACHER STIPENDPURCHASE OR PROVIDE FOR THE PURCHASE OF ITEMS REQUESTED SPECIFICALLY BY TEACHERS FOR THEIR CLASSROOMS.-$4,963
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAUREL KEYSERPresidentPT$0--
LINDSAY REIFSNYDERVice PresidentPT$0--
KIM WILSONVice PresidentPT$0--
JESSICA WEISBROTSecretaryPT$0--
JOSHUA EVANSTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Read-a-thon$30,038$30,038$1,230$28,808
Spring Festi$18,913$18,913$1,902$17,011
Total Events$48,951$48,951$13,713$35,238
Filing and Contact Details

Filer

Filer Name
Jarrettown Elementary Pto
EIN
23-7053613
Address
1520 LIMEKILN PIKE, DRESHER, PA 19025

Signing Officer

Name
Courtney Lauer
Title
Treasurer
Phone
2156438951
Signed
2023-05-12
Discuss with paid preparer
Yes

Preparer

Firm
James D Milano Pc
Address
1990 SPROUL RD, Broomall, PA 19008
Preparer
James D Milano
Phone
6103531400
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description amountlibrary fund 8,081”

Description of other expenses Part I line 16

“Description amountadministrative expense 883american education week 221class trips 15,192directory 272donations 1,423field day 244fifth grade picnic 1,212fifth grade promotion 266fifth grade tile wall 3,747garden club 443harvest show 107hospitality - holiday 1,159hospitality - misc 1,671insurance 395kindergarten class project 1,590legacy project 7,732library fund 5,487reading olympics 956school requests 608science fair 239staff appreciation 165stem stipends 2,820student agenda books 841exemption (form 1023) applications 600teacher appreciation week 1,850teacher stipend 4,963yearbook 20”

Other program services Part III line 31

“American education week: $221fifth grade picnic: 1,212fifth grade promotion: 266fifth grade tile wall: 3,747harvest show: 107hospitality - holiday: 1,159hospitality - misc: 1,671kindergarten class project: 1,590reading olympics: 956school requests: 608science fair: 239staff appreciation: 165stem stipends: 2,820student agenda books: 841teacher appreciation: 1,850total part iii line 31a: 17,452”

Changes to governing documents Part V line 34

“The organization changed its name from jarrettown pta of upper dublin township to jarrettown elementary pto.”

Raw XML Appendix194 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/PersonNm0COURTNEY LAUER
IRS990EZ/BooksInCareOfDetail/PhoneNum02156438951
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0DRESHER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LAUREL KEYSER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LINDSAY REIFSNYDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KIM WILSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JESSICA WEISBROT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOSHUA EVANS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt055106
IRS990EZ/OtherRevenueTotalAmt08081
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT THE EDUC EXPERIENCE ANDCOMMUNITY
IRS990EZ/ProgramServiceRevenueAmt012654
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CLASS FIELD TRIPSSELECTED BY THE FACULTY TO ENHANCE THE CHILDRENS EDUCATIONAL EXPERIENCE BY AUGMENTING THE CURRICULUM.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1LEGACY PROJECTDONATE TO THE UPPER DUBLIN SCHOOL DISTRICT THE PURCHASE AND INSTALLATION OF A GAGA PIT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2TEACHER STIPENDPURCHASE OR PROVIDE FOR THE PURCHASE OF ITEMS REQUESTED SPECIFICALLY BY TEACHERS FOR THEIR CLASSROOMS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Other program services
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt015192
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt17732
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt24963
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt317452
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt020561
IRS990EZ/SpecialEventsNetIncomeLossAmt040399
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt055606
IRS990EZ/TotalProgramServiceExpensesAmt045339
IRS990EZ/TotalRevenueAmt062886
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0836
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01039
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0804
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01002
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0832
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt048785
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt049617
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0284697
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt013713
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt03730
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt03730
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0READ-A-THON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SPRING FESTI
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt05286
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt05286
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt030038
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt018913
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt030038
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt018913
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt048951
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt035238
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt01565
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt01565
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03132
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01230
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01902
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTLIBRARY FUND 8,081
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTADMINISTRATIVE EXPENSE 883AMERICAN EDUCATION WEEK 221CLASS TRIPS 15,192DIRECTORY 272DONATIONS 1,423FIELD DAY 244FIFTH GRADE PICNIC 1,212FIFTH GRADE PROMOTION 266FIFTH GRADE TILE WALL 3,747GARDEN CLUB 443HARVEST SHOW 107HOSPITALITY - HOLIDAY 1,159HOSPITALITY - MISC 1,671INSURANCE 395KINDERGARTEN CLASS PROJECT 1,590LEGACY PROJECT 7,732LIBRARY FUND 5,487READING OLYMPICS 956SCHOOL REQUESTS 608SCIENCE FAIR 239STAFF APPRECIATION 165STEM STIPENDS 2,820STUDENT AGENDA BOOKS 841EXEMPTION (FORM 1023) APPLICATIONS 600TEACHER APPRECIATION WEEK 1,850TEACHER STIPEND 4,963YEARBOOK 20
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AMERICAN EDUCATION WEEK: $221FIFTH GRADE PICNIC: 1,212FIFTH GRADE PROMOTION: 266FIFTH GRADE TILE WALL: 3,747HARVEST SHOW: 107HOSPITALITY - HOLIDAY: 1,159HOSPITALITY - MISC: 1,671KINDERGARTEN CLASS PROJECT: 1,590READING OLYMPICS: 956SCHOOL REQUESTS: 608SCIENCE FAIR: 239STAFF APPRECIATION: 165STEM STIPENDS: 2,820STUDENT AGENDA BOOKS: 841TEACHER APPRECIATION: 1,850TOTAL PART III LINE 31A: 17,452
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION CHANGED ITS NAME FROM JARRETTOWN PTA OF UPPER DUBLIN TOWNSHIP TO JARRETTOWN ELEMENTARY PTO.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other program services Part III line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Changes to governing documents Part V line 34
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0COURTNEY LAUER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02156438951
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JARRETTOWN ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0JARR
ReturnHeader/Filer/EIN0237053613
ReturnHeader/Filer/USAddress/AddressLine1Txt01520 LIMEKILN PIKE
ReturnHeader/Filer/USAddress/CityNm0DRESHER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019025
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232568815
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JAMES D MILANO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01990 SPROUL RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Broomall
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019008
ReturnHeader/PreparerPersonGrp/PhoneNum06103531400
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES D MILANO
ReturnHeader/ReturnTs02023-05-12T15:12:52-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0COURTNEY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LAUER
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
$51,562
Liabilities
$0
Net assets
$51,562
Revenue
$62,886
Expenses
$55,606
Net income
$7,280
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$65.5$0.00$65.5$76.8$88.8$11.9
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$77.4$0.00$77.4$84.4$75.8$8.58
2023Detailed filing. Detailed filing data is available for this year.$68.8$0.00$68.8$83.5$66.2$17.3
2022Detailed filing. Detailed filing data is available for this year.$51.6$0.00$51.6$62.9$55.6$7.28
2016Detailed filing. Detailed filing data is available for this year.$80.5$80.5$44.5$32.6$11.9
2015Detailed filing. Detailed filing data is available for this year.$68.6$68.6$51.9$33.1$18.8
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$49.8$49.8$60.0$41.6$18.4
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.4$31.4$51.2$51.0$0.21
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.2$31.2$48.1$44.3$3.75
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.4$27.4$38.3$42.5$4.19