Civic Intelligence

Upper Chichester Library

990EZ • Fiscal year 2018 • EIN 38-3814795

Jan 01, 2018 to Dec 31, 2018 • Filed on May 13, 2019

Organization Profilewww.upperchichesterlibrary.org
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

62nd percentile

0.01x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

64th percentile

0.01x

Higher debt load relative to revenue than 64% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

75th percentile

19%

Higher net margin than 75% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

70th percentile

17%

Faster asset growth than 70% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

67th percentile

14%

Faster revenue growth than 67% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Up

$168,624

Up $24,989 (+17%) from 2017

Net Assets

Up

$167,472

Up $24,947 (+18%) from 2017

Liabilities

Up

$1,152

Up $42 (+3.8%) from 2017

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin75th percentile

Revenue

Up

$133,519

Up $16,001 (+14%) from 2017

Expenses

Up

$108,572

Up $7,018 (+6.9%) from 2017

Net Income

Up

$24,947

Up $8,983 (+56%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

2018

Assets$168,624
Liabilities$1,152
Net Assets$167,472
Open 2018 Filing

Operations Trend

Revenue Growth67th percentile

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

2018

Revenue$133,519
Expenses$108,572
Net Income$24,947
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 13, 2019
Return Version
2018v3.1
Gross Receipts
$145,684
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-$101,187
Provide access to the internet and copier services-$1,787
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dawn DanielsPresidentPT$0--
Nicole WhitakerVice President-$0--
Tom BrazillTrustee-$0--
David SchreiberTrustee-$0--
Laura SchrieberSecretary-$0--
Michelle McKinneyTrustee-$0--
David HoutzTreasurer-$0--
Judith StangTrustee-$0--
Julia FernandezTrustee-$0--
Andrew PertiTrustee-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Lights Out$19,330$19,330$1,386$17,944
Total Events$19,330$19,330$5,836$13,494
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
2019-05-13
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Description of other expenses Part I line 16

“Description AmountDepreciation from 4562 1,009Payroll Taxes 4,963Dues and Subscriptions 995Advertising 300Book Donations 1,025Library Operating Expenses 17,737Bank Service Charges 94”

Description of other assets Part II line 24

“Category Beginning of Year End of YearLibrary Collection Items 124,532 136,053Library Noncollection Items 750 750Furniture and Equipment 3,994 2,985”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearCredit Card Payable 1,110 1,152”

Raw XML Appendix207 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/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Dawn Daniels
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Nicole Whitaker
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Tom Brazill
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3David Schreiber
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Laura Schrieber
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Michelle McKinney
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6David Houtz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Judith Stang
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Julia Fernandez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Andrew Perti
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0129276
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0139788
IRS990EZ/OtherExpensesTotalAmt026123
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/ProgramServiceRevenueAmt03380
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11787
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt051396
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt012165
IRS990EZ/SpecialEventsNetIncomeLossAmt014696
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01110
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0108572
IRS990EZ/TotalProgramServiceExpensesAmt0102974
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.upperchichesterlibrary.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0142305
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0106242
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0108424
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt089551
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt097115
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0543637
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt019195
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.86000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0467510
IRS990ScheduleA/SubstantialContributorsTotAmt076127
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0142305
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0108424
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt089551
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt097115
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0543637
IRS990ScheduleA/TotalSupportAmt0543637
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt05836
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt02500
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt02500
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Lights Out
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt019330
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt019330
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt019330
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt019330
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt013494
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01386
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01386
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt01950
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt01950
IRS990ScheduleG/LicensedStatesCd0PA
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountDepreciation from 4562 1,009Payroll Taxes 4,963Dues and Subscriptions 995Advertising 300Book Donations 1,025Library Operating Expenses 17,737Bank Service Charges 94
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Category Beginning of Year End of YearLibrary Collection Items 124,532 136,053Library Noncollection Items 750 750Furniture and Equipment 3,994 2,985
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearCredit Card Payable 1,110 1,152
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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Dawn Daniels
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum06104850200
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-13
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ReturnHeader/Filer/BusinessNameControlTxt0UPPE
ReturnHeader/Filer/EIN0383814795
ReturnHeader/Filer/USAddress/AddressLine1Txt03374 Chichester Rd
ReturnHeader/Filer/USAddress/CityNm0Upper Chichester
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019061
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.78.138.161
ReturnHeader/FilingSecurityInformation/IPDt02019-05-30
ReturnHeader/FilingSecurityInformation/IPTm009:06:19
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/PreparationDt02019-05-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David A Houtz CPA CFP MSTFP
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-05-30T09:04:51-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$168,624
Liabilities
$1,152
Net assets
$167,472
Revenue
$133,519
Expenses
$108,572
Net income
$24,947
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
2018Detailed filing. Detailed filing data is available for this year.$1.69$0.01$1.67$1.34$1.09$0.25
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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