Civic Intelligence

PTA Pennsylvania Congress

990EZ • Fiscal year 2021 • EIN 25-1644688

Jul 01, 2020 to Jun 30, 2021 • Filed on Aug 22, 2021

100 Scottie WayScottdale, PA 15683

(724) 887-2020

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

46th percentile

5.9%

Higher net margin than 46% 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

42nd percentile

0.6%

Faster asset growth than 42% of similar nonprofits.

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

Revenue Growth

11th percentile

-66%

Faster revenue growth than 11% of similar nonprofits.

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

Assets

Up

$86,339

Up $522 (+0.6%) from 2020

Net Assets

Up

$86,339

Up $522 (+0.6%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$8,787

Down $16,893 (-66%) from 2020

Expenses

Down

$8,265

Down $8,823 (-52%) from 2020

Net Income

Down

$522

Down $8,070 (-94%) from 2020

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2016: $5,439Net Assets 2016: $5,4392016Assets 2018: $43,422Net Assets 2018: $43,4222018Assets 2019: $77,225Net Assets 2019: $77,2252019Assets 2020: $85,817Net Assets 2020: $85,8172020Assets 2021: $86,339Net Assets 2021: $86,3392021Assets 2022: $61,455Net Assets 2022: $61,4552022

Highlighted filing

2021

Assets$86,339
Liabilities-
Net Assets$86,339

Operations Trend

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

$100K$50K$0-$50KRevenue 2016: $20,333Expenses 2016: $30,778Net Income 2016: -$10,4452016Revenue 2018: $57,814Expenses 2018: $30,276Net Income 2018: $27,5382018Revenue 2019: $50,765Expenses 2019: $16,962Net Income 2019: $33,8032019Revenue 2020: $25,680Expenses 2020: $17,088Net Income 2020: $8,5922020Revenue 2021: $8,787Expenses 2021: $8,265Net Income 2021: $5222021Revenue 2022: $9,123Expenses 2022: $34,007Net Income 2022: -$24,8842022

Highlighted filing

2021

Revenue$8,787
Expenses$8,265
Net Income$522
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Aug 22, 2021
Return Version
2020v4.1
Gross Receipts
$9,020
Mission and Program Overview

Mission

Child advocacy and education

Program Services

DescriptionGrantsExpenses
To provide education, guidiance and support for approx 750 students k-8 grades$8,488$233
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TARA MARHEFKAPresidentPT$0--
BETH BRETZVice PresidentPT$0--
JAMIE SECHLERTreasurerPT$0--
ANGIE MARHEFKASecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Scholastic Book Fair$6,029$6,029-$6,029
Total Events$6,029$6,029-$6,029
Political and Lobbying Activity
In-house lobbying only
No
Filing and Contact Details

Filer

Filer Name
Southmoreland Pta
EIN
25-1644688
Phone
7248872020
Address
100 SCOTTIE WAY, SCOTTDALE, PA 15683

Signing Officer

Name
Jamie Sechler
Title
Treasurer
Phone
7248872020
Signed
2021-08-22
Discuss with paid preparer
No

Preparer

Firm
Alts Tax Preparation Service
Address
27 PARK AVE, SCOTTDALE, PA 15683
Preparer
Kenneth C Alt
Phone
7248870400
Supplemental Narrative

Additional Explanations

Part I, line 16

Description: HOLIDAY MEALS BASKETS Amount: 450

Part I, line 16

Description: 1ST GRADE ALLOCATION Amount: 200

Part I, line 16

Description: 2ND GRADE ALLOCATION Amount: 332

Part I, line 16

Description: 4TH GRADE ALLOCATION Amount: 500

Part I, line 16

Description: PTA INSURANCE Amount: 129

Part I, line 16

Description: READ ACCROSS AMERICA Amount: 1309

Part I, line 16

Description: TEACHER/SUPPORT APPRECIATION Amount: 1420

Part I, line 16

Description: MISC EXP FOR SPC SES SMS Amount: 1261

Part I, line 16

Description: OFFICE EXPENSES SUPPLIES Amount: 104

Part I, line 16

Description: LEARNING SUPPORT Amount: 211

Part I, line 16

Description: AUDIT Amount: 100

Part I, line 16

Description: K-ALLOCATION Amount: 567

Part I, line 16

Description: 3-GRADE ALLOCATION Amount: 608

Part I, line 16

Description: MIDDLE SCHOOL ALLOCATION Amount: 398

Part I, line 16

Description: ITINERANT CLASSES Amount: 74

Part I, line 16

Description: RACHEL'S CLOSET Amount: 457

Part I, line 16

Description: POSTAL Amount: 145

Raw XML Appendix218 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/PhoneNum07248873866
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0EVERSON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd015631
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt085817
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt086339
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IRS990EZ/MembershipDuesAmt0485
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IRS990EZ/NetAssetsOrFundBalancesBOYAmt085817
IRS990EZ/NetAssetsOrFundBalancesEOYAmt086339
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt085817
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt086339
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt220
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt320
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TARA MARHEFKA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BETH BRETZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JAMIE SECHLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ANGIE MARHEFKA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt08265
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHILD ADVOCACY AND EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To provide education, guidiance and support for approx 750 students k-8 grades
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt08488
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0233
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0233
IRS990EZ/SpecialEventsNetIncomeLossAmt08255
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt08265
IRS990EZ/TotalProgramServiceExpensesAmt0233
IRS990EZ/TotalRevenueAmt08787
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0562
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0562
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt056
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt056
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt089151
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt089151
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt056
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt056
IRS990ScheduleA/InvestmentIncomeCYPct00.00062
IRS990ScheduleA/InvestmentIncomePYPct00.00052
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99938
IRS990ScheduleA/PublicSupportPY509Pct00.99948
IRS990ScheduleA/PublicSupportTotal509Amt089713
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt089713
IRS990ScheduleA/Total509Grp/TotalAmt089713
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt089769
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt089769
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
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/CorrectionMadeInd0false
IRS990ScheduleC/DirectContactLegislatorsInd0false
IRS990ScheduleC/Form1120POLFiledInd0false
IRS990ScheduleC/Form4720Filed4912TaxInd0false
IRS990ScheduleC/Form4720FiledInd0false
IRS990ScheduleC/Form4720FiledSection4955TaxInd0false
IRS990ScheduleC/GrantsOtherOrganizationsInd0false
IRS990ScheduleC/MailingsMembersInd0false
IRS990ScheduleC/MediaAdvertisementsInd0false
IRS990ScheduleC/NotDescribedSection501c3Ind0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/OtherActivitiesInd0false
IRS990ScheduleC/PaidStaffOrManagementInd0false
IRS990ScheduleC/PublicationsOrBroadcastInd0false
IRS990ScheduleC/RalliesDemonstrationsInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleC/VolunteersInd0false
IRS990ScheduleE/ComplianceWithRevProc7550Ind0false
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0false
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0false
IRS990ScheduleE/MaintainRacialCompRecsInd0false
IRS990ScheduleE/MaintainScholarshipsRecsInd0false
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0false
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0false
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0false
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/CharitableDistributionRqrInd0false
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SCHOLASTIC BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt06029
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt06029
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt06029
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt06029
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt06029
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborBingoInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborPullTabsInd0false
IRS990ScheduleG/GamingWithNonmembersInd0false
IRS990ScheduleG/LicensedInd0false
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: HOLIDAY MEALS BASKETS Amount: 450
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: 1ST GRADE ALLOCATION Amount: 200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: 2ND GRADE ALLOCATION Amount: 332
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description: 4TH GRADE ALLOCATION Amount: 500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description: PTA INSURANCE Amount: 129
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Description: READ ACCROSS AMERICA Amount: 1309
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Description: TEACHER/SUPPORT APPRECIATION Amount: 1420
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Description: MISC EXP FOR SPC SES SMS Amount: 1261
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Description: OFFICE EXPENSES SUPPLIES Amount: 104
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Description: LEARNING SUPPORT Amount: 211
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Description: AUDIT Amount: 100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Description: K-ALLOCATION Amount: 567
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Description: 3-GRADE ALLOCATION Amount: 608
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Description: MIDDLE SCHOOL ALLOCATION Amount: 398
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Description: ITINERANT CLASSES Amount: 74
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Description: RACHEL'S CLOSET Amount: 457
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Description: POSTAL Amount: 145
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Part I, line 16
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMIE SECHLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07248872020
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTHMORELAND PTA
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0251644688
ReturnHeader/Filer/PhoneNum07248872020
ReturnHeader/Filer/USAddress/AddressLine1Txt0100 SCOTTIE WAY
ReturnHeader/Filer/USAddress/CityNm0SCOTTDALE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd015683
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0562426082
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALTS TAX PREPARATION SERVICE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt027 PARK AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SCOTTDALE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015683
ReturnHeader/PreparerPersonGrp/PhoneNum07248870400
ReturnHeader/PreparerPersonGrp/PreparationDt02021-09-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENNETH C ALT
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-09-01T10:49:54-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SECHLER
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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