Civic Intelligence

PTA Pennsylvania Congress Everett Elementary

990EZ • Fiscal year 2014 • EIN 25-1561846

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 14, 2014

Organization ProfileN/A
165 E First Ave15537-1351

(814) 652-9114

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 2014

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2014

Net Margin

87th percentile

35%

Higher net margin than 87% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

70th percentile

18%

Faster asset growth than 70% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

8th percentile

-53%

Faster revenue growth than 8% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$54,381

Up $8,211 (+18%) from 2013

Net Assets

Up

$54,381

Up $8,211 (+18%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin87th percentile

Revenue

Down

$23,429

Down $25,939 (-53%) from 2013

Expenses

Down

$15,218

Down $4,910 (-24%) from 2013

Net Income

Down

$8,211

Down $21,029 (-72%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$80K$60K$40K$20K$0Assets 2011: $15,088Net Assets 2011: $15,0882011Assets 2012: $16,930Net Assets 2012: $16,9302012Assets 2013: $46,170Net Assets 2013: $46,1702013Assets 2014: $54,381Net Assets 2014: $54,3812014Assets 2015: $62,021Net Assets 2015: $62,0212015Assets 2016: $61,533Net Assets 2016: $61,5332016Assets 2017: $58,354Net Assets 2017: $58,3542017

Highlighted filing

2014

Assets$54,381
Liabilities-
Net Assets$54,381
Open 2014 Filing

Operations Trend

Revenue Growth8th percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $24,279Expenses 2011: $29,849Net Income 2011: -$5,5702011Revenue 2012: $19,066Expenses 2012: $17,224Net Income 2012: $1,8422012Revenue 2013: $49,368Expenses 2013: $20,128Net Income 2013: $29,2402013Revenue 2014: $23,429Expenses 2014: $15,218Net Income 2014: $8,2112014Revenue 2015: $23,266Expenses 2015: $15,626Net Income 2015: $7,6402015Revenue 2016: $37,978Expenses 2016: $38,466Net Income 2016: -$4882016Revenue 2017: $24,743Expenses 2017: $27,922Net Income 2017: -$3,1792017

Highlighted filing

2014

Revenue$23,429
Expenses$15,218
Net Income$8,211
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 14, 2014
Return Version
2013v3.1
Gross Receipts
$90,499
Mission and Program Overview

Mission

Support the students of the Everett Area Elementary School

Program Services

DescriptionGrantsExpenses
Field trips, Kindergarten graduation, 6th grade graduation Teacher Appreciation, Science Fair, Science Day,Apple Harvest School Open House, PRIDE, Math 24, Reflections-$15,218
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LORI WALTERSPresident-$0--
REBECCA FOORVP-$0--
KAREN FOORSecretary-$0--
BETH SHERWOODTreasurer-$0--
Filing and Contact Details

Filer

EIN
25-1561846
Phone
8146529114

Signing Officer

Name
Beth Sherwood
Title
Treasurer
Phone
8146529114
Signed
2014-10-14
Discuss with paid preparer
Yes

Preparer

Preparer
Brad M Koontz
Phone
8146239510
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“Student store 1556. Other 160.”

Form 990EZ, Part I, Line 16

“Fine arts 303. Field trips 10510. Insurance 440. Open house 34. Postage 16. Science fair 288. Bank service charges 50. Graduations 786. Student store 1499. Supplies 260. Teachers 157. Other 285.”

Raw XML Appendix154 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0BETH SHERWOOD
IRS990EZ/BooksInCareOfDetail/PhoneNum08147678106
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10165 E First Ave
IRS990EZ/BooksInCareOfDetail/USAddress/City0Everett
IRS990EZ/BooksInCareOfDetail/USAddress/State0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode0155371351
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt046170
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt054381
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt067070
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt08211
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0590
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt046170
IRS990EZ/Form990TotalAssetsGrp/EOYAmt054381
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt017260
IRS990EZ/GrossReceiptsAmt090499
IRS990EZ/GrossSalesOfInventoryAmt084330
IRS990EZ/GroupExemptionNum02052
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0142
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0600
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt046170
IRS990EZ/NetAssetsOrFundBalancesEOYAmt054381
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt046170
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt054381
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LORI WALTERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1REBECCA FOOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KAREN FOOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BETH SHERWOOD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt014628
IRS990EZ/OtherRevenueTotalAmt01716
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Support the students of the Everett Area Elementary School
IRS990EZ/ProgramServiceRevenueAmt03711
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Field trips, Kindergarten graduation, 6th grade graduation Teacher Appreciation, Science Fair, Science Day,Apple Harvest School Open House, PRIDE, Math 24, Reflections
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt015218
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt015218
IRS990EZ/TotalProgramServiceExpensesAmt015218
IRS990EZ/TotalRevenueAmt023429
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0167
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0240
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0708
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0345
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01460
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0142
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0129
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt094
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0185
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0152
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0702
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt090357
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0110817
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt067919
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt071180
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt080974
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0421247
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0142
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0129
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt094
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0185
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0152
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0702
IRS990ScheduleA/InvestmentIncomeCYPct00.00170
IRS990ScheduleA/InvestmentIncomePYPct00.00150
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.99830
IRS990ScheduleA/PublicSupportPY509Pct00.99850
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0422707
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt090357
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0110984
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt068159
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt071888
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt081319
IRS990ScheduleA/Total509Grp/TotalAmt0422707
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0423409
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0STUDENT STORE 1556. OTHER 160.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FINE ARTS 303. FIELD TRIPS 10510. INSURANCE 440. OPEN HOUSE 34. POSTAGE 16. SCIENCE FAIR 288. BANK SERVICE CHARGES 50. GRADUATIONS 786. STUDENT STORE 1499. SUPPLIES 260. TEACHERS 157. OTHER 285.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BETH SHERWOOD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08146529114
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-14
ReturnHeader/Filer/BusinessName/BusinessNameLine10PTA Pennsylvania Congress Everett Elementary
ReturnHeader/Filer/BusinessNameControlTxt0PTAP
ReturnHeader/Filer/EIN0251561846
ReturnHeader/Filer/PhoneNum08146529114
ReturnHeader/Filer/USAddress/AddressLine10165 E First Ave
ReturnHeader/Filer/USAddress/City0Everett
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode0155371351
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Ritchey Ritchey & Koontz CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10336 E Pitt Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Bedford
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0155221439
ReturnHeader/PreparerPersonGrp/PhoneNum08146239510
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRAD M KOONTZ
ReturnHeader/ReturnTs02014-11-11T05:33:21-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$54,381
Liabilities
-
Net assets
$54,381
Revenue
$23,429
Expenses
$15,218
Net income
$8,211
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$58.4$58.4$24.7$27.9$3.18
2016Detailed filing. Detailed filing data is available for this year.$61.5$61.5$38.0$38.5$0.49
2015Detailed filing. Detailed filing data is available for this year.$62.0$62.0$23.3$15.6$7.64
2014Detailed filing. Detailed filing data is available for this year.$54.4$54.4$23.4$15.2$8.21
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$46.2$46.2$49.4$20.1$29.2
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.9$16.9$19.1$17.2$1.84
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.1$15.1$24.3$29.8$5.57