Civic Intelligence

Merion Home and School Association

EIN 23-7384568 • 501(c)3 • Merion Station, PA

Profile

Support educational institution programs.

549 S Bowman AvenueMerion Station, PA 19066

www.merionhsa.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

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

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

Liabilities / Revenue

61st percentile

0.00x

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

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

Net Margin

85th percentile

36%

Higher net margin than 85% of similar nonprofits.

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.

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 / Assets59th percentile

Assets

Up

$29,122

Up $6,582 (+29%) from 2021

Liabilities

Flat

$0

Flat from 2021

Net Assets

Up

$29,122

Up $6,582 (+29%) from 2021

Operations
Liabilities / Revenue61st percentileNet Margin85th percentile

Revenue

Up

$18,256

Up $11,661 (+177%) from 2021

Expenses

Up

$11,674

Up $3,010 (+35%) from 2021

Net Income

Up

$6,582

Up $8,651 (+418%) from 2021

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2012: $70,193Net Assets 2012: $70,1932012Assets 2021: $22,540Liabilities 2021: $0Net Assets 2021: $22,5402021Assets 2022: $29,122Liabilities 2022: $0Net Assets 2022: $29,1222022

Highlighted filing

2022

Assets$29,122
Liabilities$0
Net Assets$29,122
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40K$30K$20K$10K$0-$10KRevenue 2012: $37,606Expenses 2012: $21,296Net Income 2012: $16,3102012Revenue 2021: $6,595Expenses 2021: $8,664Net Income 2021: -$2,0692021Revenue 2022: $18,256Expenses 2022: $11,674Net Income 2022: $6,5822022

Highlighted filing

2022

Revenue$18,256
Expenses$11,674
Net Income$6,582
Open 2022 Filing

Filings

Most recent year

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

Open filing
Assets
$29,122
Liabilities
$0
Net assets
$29,122
Revenue
$18,256
Expenses
$11,674
Net income
$6,582
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$29.1$0.00$29.1$18.3$11.7$6.58
2021Detailed filing. Detailed filing data is available for this year.$22.5$0.00$22.5$6.60$8.66$2.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$70.2$70.2$37.6$21.3$16.3
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2021 to Aug 31, 2022
Signed
Dec 5, 2022
Return Version
2021v4.0
Gross Receipts
$68,783
Mission and Program Overview

Mission

Support educational institution programs.

Program Services

DescriptionGrantsExpenses
Support programs at Merion Elementary School through dues and fundraising. Programs encompass a variety of educational areas, including grade level enrichment and assemblies.$0$0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Cari BryceCo-PresidentPT$0--
Cicely ReeceCo-President-$0--
Daphne SashinCorresponding Secretary-$0--
Rebecca GosleeRecording Secretary-$0--
Jessie BurkhardtTreasurer - Payables-$0--
Allison GilboyTreasurer - Receivables-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring Fair$13,943$13,943$3,446$10,497
Book Fair$10,624$10,624$5,960$4,664
Total Events$64,976$64,976$50,527$14,449
Filing and Contact Details

Filer

Filer Name
Merion Home and School Association
EIN
23-7384568
Phone
6106451470
Address
549 S Bowman Avenue, Merion Station, PA 19066

Signing Officer

Name
Jessie Burkhardt
Title
Treasurer-Payables
Phone
7175151027
Signed
2022-12-05
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“Description;Amount^Constant Contact Email Service;192|Committee for Special Education;250|Grade Level Enrichment;1363|Miscellaneous Operating Expenses;879|Gifts;338|Insurance;540|Interschool Council;1191|Lower Merion Scholarship Fund;1000|Teacher and Staff Appreciation;5012|Welcome Back Committee;143|Wellness Council;217|Weebly Website Hosting;99^Total;11224^”

Raw XML Appendix212 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/OfficerDirectorTrusteeEmplGrp/TitleTxt1Co-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Corresponding Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Recording Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer - Payables
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer - Receivables
IRS990EZ/OperateHospitalInd00
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IRS990EZ/SchoolOperatingInd00
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IRS990EZ/SpecialEventsNetIncomeLossAmt014449
IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03761
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt05276
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^Constant Contact Email Service;192|Committee for Special Education;250|Grade Level Enrichment;1363|Miscellaneous Operating Expenses;879|Gifts;338|Insurance;540|Interschool Council;1191|Lower Merion Scholarship Fund;1000|Teacher and Staff Appreciation;5012|Welcome Back Committee;143|Wellness Council;217|Weebly Website Hosting;99^Total;11224^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer-Payables
ReturnHeader/BusinessOfficerGrp/PhoneNum07175151027
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-12-05
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ReturnHeader/Filer/EIN0237384568
ReturnHeader/Filer/PhoneNum06106451470
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ReturnHeader/Filer/USAddress/CityNm0Merion Station
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019066
ReturnHeader/ReturnTs02022-12-06T00:08:02-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02021-09-01
ReturnHeader/TaxPeriodEndDt02022-08-31
ReturnHeader/TaxYr02021

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