Civic Intelligence

Upper Dauphin Elementary PTO Inc.

990EZ • Fiscal year 2021 • EIN 25-1640907

Jul 01, 2020 to Jun 30, 2021 • Filed on Aug 18, 2021

Organization ProfileN/A
5668 State Route 209Lykens, PA 17048

(717) 856-2823

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

18th percentile

-23%

Higher net margin than 18% of similar nonprofits.

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

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

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

Asset Growth

30th percentile

-6.1%

Faster asset growth than 30% of similar nonprofits.

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

Revenue Growth

12th percentile

-64%

Faster revenue growth than 12% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$40,284

Down $2,635 (-6.1%) from 2020

Net Assets

Down

$40,284

Down $2,635 (-6.1%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin18th percentile

Revenue

Down

$11,349

Down $20,180 (-64%) from 2020

Expenses

Down

$13,984

Down $12,365 (-47%) from 2020

Net Income

Down

-$2,635

Down $7,815 (-151%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$60K$40K$20K$0Assets 2019: $37,739Net Assets 2019: $37,7392019Assets 2020: $42,919Net Assets 2020: $42,9192020Assets 2021: $40,284Net Assets 2021: $40,2842021Assets 2022: $36,229Net Assets 2022: $36,2292022Assets 2023: $38,473Net Assets 2023: $38,4732023Assets 2024: $33,175Net Assets 2024: $33,1752024Assets 2025: $31,626Net Assets 2025: $31,6262025

Highlighted filing

2021

Assets$40,284
Liabilities-
Net Assets$40,284
Open 2021 Filing

Operations Trend

Revenue Growth12th percentile

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

$60K$40K$20K$0-$20KRevenue 2019: $43,361Expenses 2019: $39,536Net Income 2019: $3,8252019Revenue 2020: $31,529Expenses 2020: $26,349Net Income 2020: $5,1802020Revenue 2021: $11,349Expenses 2021: $13,984Net Income 2021: -$2,6352021Revenue 2022: $30,122Expenses 2022: $34,177Net Income 2022: -$4,0552022Revenue 2023: $36,365Expenses 2023: $34,121Net Income 2023: $2,2442023Revenue 2024: $31,589Expenses 2024: $36,887Net Income 2024: -$5,2982024Revenue 2025: $32,221Expenses 2025: $33,770Net Income 2025: -$1,5492025

Highlighted filing

2021

Revenue$11,349
Expenses$13,984
Net Income-$2,635
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Aug 18, 2021
Return Version
2020v4.1
Gross Receipts
$28,448
Mission and Program Overview

Mission

Educational benefits for upper dauphin area school district elementary students

Program Services

DescriptionGrantsExpenses
PROVIDE SPECIAL ASSEMBLIES AND SPECIAL EVENTSAT NO COST TO STUDENTS OR SCHOOL$0$9,435
PROVIDE A YEARBOOK TO EACH STUDENT AT NO COST$0$4,063
PROVIDE FIELD TRIPS FOR KINDERGARDEN THRU 4TH GRADE STUDENTS FOR EDUCATIONAL PURPOSES. APPROX 450 STUDENTS$0$0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HILARY BUFFINGTONCo-President-$0--
JILLIESA KIEFFERCo-President-$0--
HEIDI SHADELSecretary-$0--
KYLIE BENDERTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Sub Sale$19,281$19,281$10,184$9,097
Total Events$19,281$19,281$10,184$9,097
Filing and Contact Details

Filer

Filer Name
Upper Dauphin Elementary Pto Inc
EIN
25-1640907
Phone
7178562823
Address
5668 STATE ROUTE 209, LYKENS, PA 17048

Signing Officer

Name
Kylie Bender
Title
Treasurer
Phone
7178562823
Signed
2021-08-18

Preparer

Firm
Custer Faust and Associates PC
Address
300 Union St, Millersburg, PA 17061
Preparer
John J Faust CPA
Phone
7176922124
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“REFUNDS”

Form 990EZ, Part I, Line 8

“PRIOR YEAR VOIDED CHECKS”

Form 990EZ, Part I, Line 16

“Special school events 9435.”

Form 990EZ, Part I, Line 16

“FIELD TRIPS 0.”

Form 990EZ, Part I, Line 16

“PLAY GROUND ITEMS 0.”

Form 990EZ, Part I, Line 16

“SCHOOL YEARBOOKS 4063.”

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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0HILARY BUFFINGTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JILLIESA KIEFFER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2HEIDI SHADEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KYLIE BENDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt013498
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATIONAL BENEFITS FOR UPPER DAUPHIN AREA SCHOOL DISTRICT ELEMENTARY STUDENTS
IRS990EZ/PrintingPublicationsPostageAmt021
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE FIELD TRIPS FOR KINDERGARDEN THRU 4TH GRADE STUDENTS FOR EDUCATIONAL PURPOSES. APPROX 450 STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE A YEARBOOK TO EACH STUDENT AT NO COST
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PROVIDE SPECIAL ASSEMBLIES AND SPECIAL EVENTSAT NO COST TO STUDENTS OR SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14063
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt29435
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt017099
IRS990EZ/SpecialEventsNetIncomeLossAmt010864
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt013984
IRS990EZ/TotalProgramServiceExpensesAmt013498
IRS990EZ/TotalRevenueAmt011349
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0485
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0313
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02324
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03942
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03855
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt010919
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt027963
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt055127
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt073931
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt080241
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt037310
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0274572
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
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IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt028448
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IRS990ScheduleA/Total509Grp/TotalAmt0285491
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0285491
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt010184
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SUB SALE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt019281
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REFUNDS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PRIOR YEAR VOIDED CHECKS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SPECIAL SCHOOL EVENTS 9435.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FIELD TRIPS 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PLAY GROUND ITEMS 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SCHOOL YEARBOOKS 4063.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KYLIE BENDER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07178562823
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UPPER DAUPHIN ELEMENTARY PTO INC
ReturnHeader/Filer/BusinessNameControlTxt0UPPE
ReturnHeader/Filer/EIN0251640907
ReturnHeader/Filer/PhoneNum07178562823
ReturnHeader/Filer/USAddress/AddressLine1Txt05668 STATE ROUTE 209
ReturnHeader/Filer/USAddress/CityNm0LYKENS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd017048
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Custer Faust and Associates PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0300 Union St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Millersburg
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd017061
ReturnHeader/PreparerPersonGrp/PhoneNum07176922124
ReturnHeader/PreparerPersonGrp/PreparationDt02021-09-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN J FAUST CPA
ReturnHeader/ReturnTs02021-09-07T16:12:58-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KYLIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BENDER
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$40,284
Liabilities
-
Net assets
$40,284
Revenue
$11,349
Expenses
$13,984
Net income
-$2,635
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$31.6$31.6$32.2$33.8$1.55
2024Detailed filing. Detailed filing data is available for this year.$33.2$33.2$31.6$36.9$5.30
2023Detailed filing. Detailed filing data is available for this year.$38.5$38.5$36.4$34.1$2.24
2022Detailed filing. Detailed filing data is available for this year.$36.2$36.2$30.1$34.2$4.06
2021Detailed filing. Detailed filing data is available for this year.$40.3$40.3$11.3$14.0$2.64
2020Detailed filing. Detailed filing data is available for this year.$42.9$42.9$31.5$26.3$5.18
2019Detailed filing. Detailed filing data is available for this year.$37.7$37.7$43.4$39.5$3.83