Civic Intelligence

Pennsylvania Dairy Princess & Promotion

EIN 25-1468595 • 501(c)5 • Laurelton, PA

Profile

To work with local county committees in their promotional efforts and their dairy princess programs to promote the sale and consumption of milk and dairy products at the grassroots level through the state of pennsylvania; to plan and conduct the training of young people to serve as dairy industry promoters now and the agricultural leaders of the future; and to coordinate the selection and activities of the state dairy princess royalty.

PO Box 177Laurelton, PA 17835

www.padairy.org

Siviq Scores

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

Liabilities / Assets

89th percentile

0.09x

Higher debt load relative to assets than 89% of similar nonprofits.

501(c)5 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

79th percentile

0.02x

Higher debt load relative to revenue than 79% of similar nonprofits.

501(c)5 • <$500k nonprofits • Source year 2024

Net Margin

53rd percentile

5.3%

Higher net margin than 53% of similar nonprofits.

501(c)5 • <$500k nonprofits • Source year 2024

Top Officer Pay

93rd percentile

$41,800

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 12.9% of source-year revenue.

501(c)5 • <$500k nonprofits • Source year 2024

Asset Growth

83rd percentile

19%

Faster asset growth than 83% of similar nonprofits.

501(c)5 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

69th percentile

8.9%

Faster revenue growth than 69% of similar nonprofits.

501(c)5 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$69,185

Up $12,888 (+23%) from 2020

Liabilities

Up

$13,215

Up $3,599 (+37%) from 2020

Net Assets

Up

$55,970

Up $9,289 (+20%) from 2020

Revenue

Up

$291,497

Up $39,924 (+16%) from 2020

Expenses

Up

$282,558

Up $26,578 (+10%) from 2020

Net Income

Up

$8,939

Up $13,346 (+303%) from 2020

Trend Graphs

Balance Sheet Trend

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

$150K$100K$50K$0-$50KAssets 2013: $22,181Liabilities 2013: $26,560Net Assets 2013: -$4,3792013Assets 2014: $26,503Liabilities 2014: $16,840Net Assets 2014: $9,6632014Assets 2015: $33,321Liabilities 2015: $9,714Net Assets 2015: $23,6072015Assets 2017: $121,452Liabilities 2017: $5,945Net Assets 2017: $115,5072017Assets 2018: $104,770Liabilities 2018: $6,669Net Assets 2018: $98,1012018Assets 2020: $56,297Liabilities 2020: $9,616Net Assets 2020: $46,6812020Assets 2022: $69,185Liabilities 2022: $13,215Net Assets 2022: $55,9702022

Highlighted filing

2022

Assets$69,185
Liabilities$13,215
Net Assets$55,970

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2013: $245,222Expenses 2013: $250,355Net Income 2013: -$5,1332013Revenue 2014: $237,034Expenses 2014: $222,992Net Income 2014: $14,0422014Revenue 2015: $237,413Expenses 2015: $223,469Net Income 2015: $13,9442015Revenue 2017: $288,273Expenses 2017: $247,938Net Income 2017: $40,3352017Revenue 2018: $274,878Expenses 2018: $292,284Net Income 2018: -$17,4062018Revenue 2020: $251,573Expenses 2020: $255,980Net Income 2020: -$4,4072020Revenue 2022: $291,497Expenses 2022: $282,558Net Income 2022: $8,9392022

Highlighted filing

2022

Revenue$291,497
Expenses$282,558
Net Income$8,939

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Aug 29, 2023
Return Version
2022v5.0
Gross Receipts
$302,322
Mission and Program Overview

Mission

To work with local county committees in their promotional efforts and their diary princess programs to promote the sale and consumption of milk and dairy products at the grassroots level throughout the state of pennsylvania. To plan and conduct the training of young people to serve as dairy industry promoters now and the agricultural leaders of the future. To coordinate the selection and activities of the state dairy royalty.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$34,807$37,198▲ $2,391
Intangible Assets-$11,233-
Inventories for Sale or Use$7,811$9,086▲ $1,275
Savings and Temporary Cash Investments$8,084$8,084→ $0
Land, Buildings, and Equipment, Net$1,343$1,859▲ $516
Prepaid Expenses and Deferred Charges$200$1,725▲ $1,525
Total Assets$52,245$69,185▲ $16,940
Liabilities
Other Liabilities$0$11,233▲ $11,233
Accounts Payable and Accrued Expenses$5,214$1,982▼ $3,232
Total Liabilities$5,214$13,215▲ $8,001
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$47,031$55,970▲ $8,939
Total Net Assets Fund Balance$47,031$55,970▲ $8,939
Total Liabilities and Net Assets / Fund Balance$52,245$69,185▲ $16,940

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,859$4,353$6,212
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Linda GilbertProgram Director (part Year)FT$34,850$34,850
Laura DaubertAdministrative DirectorPT$26,010$26,010
Donna WerleySecretaryPT$6,990$6,990
Carrie AndersonProgram Director (part Year)FT$6,500$6,500
Penny UlmerChairpersonPT$3,050$3,050
Kathy HartzellTreasurer-$2,650$2,650
Susan HauckMember-$2,400$2,400
Tanya BaldwinVice Chairperson-$1,735$1,735

Board Members and Trustees

NameTitle
Lisa RoyekMember (part Year)
Revenue and Support

Revenue Composition

Contributions and Grants
$270,891
Program Service Revenue
$3,680
Investment Income
$0
Other Revenue
$16,926
All Other Contributions
$270,376
Change in Net Assets
$8,939

Audited Revenue Reconciliation

Revenue per Audited Statements
$291,497
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$10,825
Total Revenue per Audited Statements
$302,322
Total Revenue per Form 990
$291,497
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$199,952
Salaries, Compensation, and Employee Benefits$82,606
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$77,449
Advertising---$33,236
Travel---$25,419
Other Expenses---$15,266
Office Expenses---$12,668
Fees for Services Accounting---$11,250
Payroll Taxes---$5,157
Occupancy---$4,652
Depreciation Depletion---$4,448
Insurance---$2,909
All Other Expenses---$2,185
Total Functional Expenses$0$0$0$282,558

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$293,383
Expenses per Audited Statements$282,558
Total Expenses per Form 990$282,558
Expenses Not Reported on Form 990$10,825
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$22,083
Fundraising Direct Expenses$10,825
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Pa Farmshow$6,063$6,063$4,325$1,738
Ag Progress Food Booth$6,326$5,811$49$5,762
Total Events$12,389$11,874$9,836$2,038
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Financing Lease Liability$11,233
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

A copy of the 990 is distributed to the board for their review and approval before the filing of the form.

Form 990, Part VI, Section B, Line 15

The board of directors annually reviews compensation and evaluates the administrative director and progrm director to determine benefits or raises.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Pennsylvania Dairy Princess & Promotion
EIN
25-1468595
Phone
7175994363
Address
PO BOX 177, LAURELTON, PA 17835

Signing Officer

Name
Penny Ulmer
Title
Chair Person
Phone
7175994363
Signed
2023-08-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Penny Ulmer
Formed
1984
Legal Domicile
Pa
Voting Board Members
5
Independent Board Members
5
Employees
3
Volunteers
485

Preparer

Firm
Insero & Co Cpas Llp
Address
20 THORNWOOD DRIVE, ITHACA, NY 14850
Preparer
Benjamin M Owens CPA
Phone
6072724444
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C;

The process for audit oversight and auditor selection has not changed from the prior year.

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Fundraising expenses 10,825.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Fundraising expenses 10,825.

Raw XML Appendix391 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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IRS990/PYOtherRevenueAmt07183
IRS990/PYProgramServiceRevenueAmt03610
IRS990/PYRevenuesLessExpensesAmt0350
IRS990/PYSalariesCompEmpBnftPaidAmt077691
IRS990/PYTotalExpensesAmt0269467
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0269817
IRS990/ReconcilationRevenueExpnssAmt08939
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt08084
IRS990/SavingsAndTempCashInvstGrp/EOYAmt08084
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt01859
IRS990ScheduleD/EquipmentGrp/DepreciationAmt04353
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt06212
IRS990ScheduleD/ExpensesNotReportedAmt010825
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0282558
IRS990ScheduleD/OtherExpensesIncludedAmt010825
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt011233
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0FINANCING LEASE LIABILITY
IRS990ScheduleD/OtherRevenueAmt010825
IRS990ScheduleD/RevenueNotReportedAmt010825
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0291497
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FUNDRAISING EXPENSES 10,825.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1FUNDRAISING EXPENSES 10,825.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01859
IRS990ScheduleD/TotalExpensesPerForm990Amt0282558
IRS990ScheduleD/TotalLiabilityAmt011233
IRS990ScheduleD/TotalRevenuePerForm990Amt0291497
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0302322
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0293383
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0515
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0515
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt09836
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0AG PROGRESS FOOD BOOTH
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0PA FARMSHOW
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt01628
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt0611
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt02239
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt06326
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt06063
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt012389
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt05811
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt06063
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt011874
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt02038
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt04374
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt049
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt04325
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt0318
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt02905
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt03223
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE 990 IS DISTRIBUTED TO THE BOARD FOR THEIR REVIEW AND APPROVAL BEFORE THE FILING OF THE FORM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF DIRECTORS ANNUALLY REVIEWS COMPENSATION AND EVALUATES THE ADMINISTRATIVE DIRECTOR AND PROGRM DIRECTOR TO DETERMINE BENEFITS OR RAISES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PROCESS FOR AUDIT OVERSIGHT AND AUDITOR SELECTION HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C;
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt052245
IRS990/TotalAssetsEOYAmt069185
IRS990/TotalAssetsGrp/BOYAmt052245
IRS990/TotalAssetsGrp/EOYAmt069185
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0270891
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/TotalAmt0282558
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt05214
IRS990/TotalLiabilitiesEOYAmt013215
IRS990/TotalLiabilitiesGrp/BOYAmt05214
IRS990/TotalLiabilitiesGrp/EOYAmt013215
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt047031
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt055970
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt03680
IRS990/TotalReportableCompFromOrgAmt084185
IRS990/TotalRevenueGrp/ExclusionAmt011258
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt09348
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0291497
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0485
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt052245
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt069185
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt025419
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 177
IRS990/USAddress/CityNm0LAURELTON
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd017835
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.PADAIRY.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PENNY ULMER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR PERSON
ReturnHeader/BusinessOfficerGrp/PhoneNum07175994363
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PENNSYLVANIA DAIRY PRINCESS & PROMOTION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SERVICES INC
ReturnHeader/Filer/BusinessNameControlTxt0PENN
ReturnHeader/Filer/EIN0251468595
ReturnHeader/Filer/PhoneNum07175994363
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 177
ReturnHeader/Filer/USAddress/CityNm0LAURELTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd017835
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0475324570
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0INSERO & CO CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt020 THORNWOOD DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ITHACA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd014850
ReturnHeader/PreparerPersonGrp/PhoneNum06072724444
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BENJAMIN M OWENS CPA
ReturnHeader/ReturnTs02023-09-11T07:17:42-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PENNY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ULMER
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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