Civic Intelligence

Upper Chichester Library

990EZ • Fiscal year 2017 • EIN 38-3814795

Jan 01, 2017 to Dec 31, 2017 • Filed on Feb 15, 2018

3374 Chichester RdUpper Chichester, PA 19061

(610) 485-0200

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

60th percentile

0.01x

Higher debt load relative to assets than 60% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

62nd percentile

0.01x

Higher debt load relative to revenue than 62% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

69th percentile

14%

Higher net margin than 69% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

65th percentile

12%

Faster asset growth than 65% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

55th percentile

4.1%

Faster revenue growth than 55% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$143,635

Up $15,765 (+12%) from 2016

Net Assets

Up

$142,525

Up $15,964 (+13%) from 2016

Liabilities

Down

$1,110

Down $199 (-15%) from 2016

Revenue

Up

$117,518

Up $4,667 (+4.1%) from 2016

Expenses

Up

$101,554

Up $7,459 (+7.9%) from 2016

Net Income

Down

$15,964

Down $2,792 (-15%) from 2016

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $24,132Liabilities 2011: $02011Assets 2012: $25,467Liabilities 2012: $0Net Assets 2012: $25,4672012Assets 2013: $143,245Liabilities 2013: $02013Assets 2014: $141,363Liabilities 2014: $3,584Net Assets 2014: $137,7792014Assets 2015: $135,876Liabilities 2015: $3,554Net Assets 2015: $132,3222015Assets 2016: $127,870Liabilities 2016: $1,309Net Assets 2016: $126,5612016Assets 2017: $143,635Liabilities 2017: $1,110Net Assets 2017: $142,5252017Assets 2018: $168,624Liabilities 2018: $1,152Net Assets 2018: $167,4722018Assets 2019: $175,419Liabilities 2019: $1,455Net Assets 2019: $173,9642019Assets 2020: $200,145Liabilities 2020: $12,104Net Assets 2020: $188,0412020Assets 2021: $244,163Liabilities 2021: $2,8902021Assets 2022: $286,645Liabilities 2022: $4,069Net Assets 2022: $282,5762022Assets 2023: $326,348Liabilities 2023: $5772023Assets 2024: $405,129Liabilities 2024: $138Net Assets 2024: $404,9912024

Highlighted filing

2017

Assets$143,635
Liabilities$1,110
Net Assets$142,525

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $63,280Expenses 2011: $61,105Net Income 2011: $2,1752011Revenue 2012: $72,051Expenses 2012: $69,360Net Income 2012: $2,6912012Revenue 2013: $83,373Expenses 2013: $84,521Net Income 2013: -$1,1482013Revenue 2014: $97,115Expenses 2014: $102,581Net Income 2014: -$5,4662014Revenue 2015: $89,551Expenses 2015: $95,008Net Income 2015: -$5,4572015Revenue 2016: $112,851Expenses 2016: $94,095Net Income 2016: $18,7562016Revenue 2017: $117,518Expenses 2017: $101,554Net Income 2017: $15,9642017Revenue 2018: $133,519Expenses 2018: $108,572Net Income 2018: $24,9472018Revenue 2019: $139,486Expenses 2019: $132,994Net Income 2019: $6,4922019Revenue 2020: $141,937Expenses 2020: $127,860Net Income 2020: $14,0772020Revenue 2021: $186,794Expenses 2021: $133,562Net Income 2021: $53,2322021Revenue 2022: $210,273Expenses 2022: $168,970Net Income 2022: $41,3032022Revenue 2023: $173,023Expenses 2023: $129,828Net Income 2023: $43,1952023Revenue 2024: $197,726Expenses 2024: $118,506Net Income 2024: $79,2202024

Highlighted filing

2017

Revenue$117,518
Expenses$101,554
Net Income$15,964
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Feb 15, 2018
Return Version
2017v2.2
Gross Receipts
$128,201
Mission and Program Overview

Mission

Public library to the local community

Program Services

DescriptionGrantsExpenses
Provide access to books periodicals DVDs and other library materials to the local community-$84,561
Provide access to the internet and copier services-$3,555
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Elizabeth BarnesDirectorPT$0--
Dawn DanielsPresidentPT$0--
Nicole WhitakerVice President-$0--
Fr John PerichTrustee-$0--
Nick TortorelloTrustee-$0--
Tom BrazillTrustee-$0--
David SchreiberTrustee-$0--
Laura SchrieberSecretary-$0--
Michelle McKinneyTrustee-$0--
David HoutzTreasurer-$0--
Judith StangTrustee-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Beatlemania$15,586$15,586-$15,586
Total Events$15,586$15,586$7,100$8,486
Filing and Contact Details

Filer

Filer Name
Upper Chichester Library
EIN
38-3814795
Address
3374 Chichester Rd, Upper Chichester, PA 19061

Signing Officer

Name
Dawn Daniels
Title
President
Phone
6104850200
Signed
2018-02-15
Discuss with paid preparer
Yes

Preparer

Firm
Houtz CPA LLC
Address
340 Fairfax Rd, Drexel Hill, PA 19026
Preparer
David A Houtz CPA CFP
Phone
6107172829
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

Description AmountDepreciation from 4562 1,354Payroll Taxes 4,606Dues and Subscriptions 1,090Advertising 400Book Donations 1,394Library Operating Expenses 17,206Bank Service Charges 52

Description of other assets Part II line 24

Category Beginning of Year End of YearLibrary Collection Items 111,765 124,532Library Noncollection Items 1,750 750Furniture and Equipment 5,348 3,994

Description of total liabilities Part II line 26

Category Beginning of Year End of YearCredit Card Payable 251 1,110Payroll Liabilities 1,058 0

Raw XML Appendix209 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/BooksInCareOfDetail/USAddress/CityNm0Upper Chichester
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Elizabeth Barnes
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Dawn Daniels
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Nicole Whitaker
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Fr John Perich
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Nick Tortorello
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Tom Brazill
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6David Schreiber
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Trustee
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Trustee
IRS990EZ/OperateHospitalInd0false
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SalariesOtherCompEmplBnftAmt046831
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TanningServicesProvidedInd0false
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IRS990EZ/TotalProgramServiceExpensesAmt088116
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.upperchichesterlibrary.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0106242
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0108424
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt089551
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IRS990ScheduleA/TotalSupportAmt0484705
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt015586
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt08486
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt07100
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IRS990ScheduleG/LicensedStatesCd0PA
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountDepreciation from 4562 1,354Payroll Taxes 4,606Dues and Subscriptions 1,090Advertising 400Book Donations 1,394Library Operating Expenses 17,206Bank Service Charges 52
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Category Beginning of Year End of YearLibrary Collection Items 111,765 124,532Library Noncollection Items 1,750 750Furniture and Equipment 5,348 3,994
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearCredit Card Payable 251 1,110Payroll Liabilities 1,058 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of total liabilities Part II line 26
ReturnHeader/BuildTS02018-06-14 16:35:46Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Dawn Daniels
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum06104850200
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Upper Chichester Library
ReturnHeader/Filer/BusinessNameControlTxt0UPPE
ReturnHeader/Filer/EIN0383814795
ReturnHeader/Filer/USAddress/AddressLine1Txt03374 Chichester Rd
ReturnHeader/Filer/USAddress/CityNm0Upper Chichester
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ReturnHeader/FilingSecurityInformation/IPDt02018-03-28
ReturnHeader/FilingSecurityInformation/IPTm022:47:15
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814438500
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Houtz CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0340 Fairfax Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Drexel Hill
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019026
ReturnHeader/PreparerPersonGrp/PhoneNum06107172829
ReturnHeader/PreparerPersonGrp/PreparationDt02018-03-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David A Houtz CPA CFP
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-03-28T20:31:50-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.05$0.00$4.05$1.98$1.19$0.79
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.26$0.01$1.73$1.30$0.43
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.87$0.04$2.83$2.10$1.69$0.41
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.44$0.03$1.87$1.34$0.53
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.00$0.12$1.88$1.42$1.28$0.14
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.75$0.01$1.74$1.39$1.33$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.69$0.01$1.67$1.34$1.09$0.25
2017Detailed filing. Detailed filing data is available for this year.$1.44$0.01$1.43$1.18$1.02$0.16
2016Detailed filing. Detailed filing data is available for this year.$1.28$0.01$1.27$1.13$0.94$0.19
2015Detailed filing. Detailed filing data is available for this year.$1.36$0.04$1.32$0.90$0.95$0.05
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.41$0.04$1.38$0.97$1.03$0.05
2013Summary only. Only limited summary data is available for this year.$1.43$0.00$0.83$0.85$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.25$0.00$0.25$0.72$0.69$0.03
2011Summary only. Only limited summary data is available for this year.$0.24$0.00$0.63$0.61$0.02