Civic Intelligence

Harry S Truman Elementary School PTO

990EZ • Fiscal year 2016 • EIN 45-1451139

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 02, 2017

1400 Gaskill StreetAllentown, PA 18103

(484) 597-0974

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

28th percentile

-6.3%

Higher net margin than 28% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

41st percentile

-2.0%

Faster asset growth than 41% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

48th percentile

-0.1%

Faster revenue growth than 48% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$18,148

Down $379 (-2.0%) from 2015

Net Assets

Down

$18,148

Down $379 (-2.0%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$16,773

Down $11 (-0.1%) from 2015

Expenses

Up

$17,825

Up $405 (+2.3%) from 2015

Net Income

Down

-$1,052

Down $416 (-65%) from 2015

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0-$10KAssets 2012: $12,287Liabilities 2012: $02012Assets 2013: $22,163Liabilities 2013: $02013Assets 2015: $18,527Net Assets 2015: $18,5272015Assets 2016: $18,148Net Assets 2016: $18,1482016Assets 2017: $15,480Liabilities 2017: $504Net Assets 2017: $14,9762017Assets 2018: $12,459Liabilities 2018: $3,607Net Assets 2018: $8,8522018Assets 2019: $19,678Liabilities 2019: $4,434Net Assets 2019: $15,2442019Assets 2020: $14,540Net Assets 2020: $14,5402020Assets 2021: $14,550Net Assets 2021: $14,5502021Assets 2022: $0Net Assets 2022: $38,0282022Assets 2023: $0Net Assets 2023: -$1,6852023Assets 2024: $0Net Assets 2024: -$1,1792024Assets 2025: $0Net Assets 2025: $02025

Highlighted filing

2016

Assets$18,148
Liabilities-
Net Assets$18,148

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2012: $14,615Expenses 2012: $2,328Net Income 2012: $12,2872012Revenue 2013: $21,059Expenses 2013: $12,593Net Income 2013: $8,4662013Revenue 2015: $16,784Expenses 2015: $17,420Net Income 2015: -$6362015Revenue 2016: $16,773Expenses 2016: $17,825Net Income 2016: -$1,0522016Revenue 2017: $23,272Expenses 2017: $26,444Net Income 2017: -$3,1722017Revenue 2018: $13,649Expenses 2018: $19,773Net Income 2018: -$6,1242018Revenue 2019: $19,971Expenses 2019: $13,579Net Income 2019: $6,3922019Revenue 2020: $15,510Expenses 2020: $9,803Net Income 2020: $5,7072020Revenue 2021: $18,669Expenses 2021: $17,923Net Income 2021: $7462021Revenue 2022: $43,008Expenses 2022: $19,530Net Income 2022: $23,4782022Revenue 2023: $20,364Expenses 2023: $22,049Net Income 2023: -$1,6852023Revenue 2024: $16,144Expenses 2024: $17,323Net Income 2024: -$1,1792024Revenue 2025: $38,858Expenses 2025: $38,034Net Income 2025: $8242025

Highlighted filing

2016

Revenue$16,773
Expenses$17,825
Net Income-$1,052
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 2, 2017
Return Version
2015v3.0
Gross Receipts
$62,635
Mission and Program Overview

Mission

Provide support for the harry s truman elementary school

Program Services

DescriptionGrantsExpenses
PROGRAM SERVICE EXPENSES PAID FOR SUPPLIES AND EXPERIENCES INCLUDING BUT NOT LIMITED TO FIELD TRIPS, STAFF APPRECIATION, SUPPORT FOT THE ART, HEALTH AND MUSIC ROOMS, AND OTHER ITEMS AS NEEDED--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENN KELLYPresident-$0--
LISA CROCUSVice President-$0--
LYNDA HENNINGERTreasurer-$0--
ROBIN DAWSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Harry S Truman Elementary School Pto
EIN
45-1451139
Phone
4845970974
Address
1400 GASKILL STREET, Allentown, PA 18103

Signing Officer

Name
Jennifer Kelley
Title
President
Phone
4845970974
Signed
2017-02-02
Discuss with paid preparer
Yes

Preparer

Firm
H and R Block
Address
344 S 3RD ST, COOPERSBURG, PA 18036
Preparer
Robert Messbauer
Phone
6108386669
Supplemental Narrative

Additional Explanations

Page 1 Line 16 - Other Expenses

These include activities, bank fees, field trips, support for the library, guidance counsellor, health and music rooms, staff appreciation, school, teacher and pto supplies.

Page I Line 20 - Other Changes in Net Assets

Three checks not cashed in current year totalling $674. Rounding adjustment to reconcile of $1.00

Page 1 Line 13 - Professional Fees

TAX PREP FEES

Page I Line 15 - Printing, Publication and Postage

Yearbook printing and postage

Page 1 Line 7A - Gross Sales of Inventory

Candy canes, flowers, cift cards, holiday shop, kidstuff books, t shirts, spring catalog, yearbook and pizza

Page 1 Line 7B - Cost of Goods Sold

Cost of items sold as shown on line 7a

Page 1 Line 6B - Gross Income From Fundraising Events

Income from candy bingo, ice cream festival, roller skating, a+ program, basket raffle, box tops for education, bowling

Page 1 Line 6C - Direct Espenses From Fundraising Events

Expenses for events listed on line 6b

Raw XML Appendix162 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/PersonNm0LYNDA HENNINGER
IRS990EZ/BooksInCareOfDetail/PhoneNum06107912800
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01400 GASKILL STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Allentown
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd018103
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt018527
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
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IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1052
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IRS990EZ/FiledScheduleAInd0false
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IRS990EZ/GrossReceiptsAmt062635
IRS990EZ/GrossSalesOfInventoryAmt048538
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0755
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt018527
IRS990EZ/NetAssetsOrFundBalancesEOYAmt018148
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt018527
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JENN KELLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LISA CROCUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LYNDA HENNINGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ROBIN DAW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0673
IRS990EZ/OtherExpensesTotalAmt015370
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE SUPPORT FOR THE HARRY S TRUMAN ELEMENTARY SCHOOL
IRS990EZ/PrintingPublicationsPostageAmt02405
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROGRAM SERVICE EXPENSES PAID FOR SUPPLIES AND EXPERIENCES INCLUDING BUT NOT LIMITED TO FIELD TRIPS, STAFF APPRECIATION, SUPPORT FOT THE ART, HEALTH AND MUSIC ROOMS, AND OTHER ITEMS AS NEEDED
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt08524
IRS990EZ/SpecialEventsNetIncomeLossAmt04818
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt017825
IRS990EZ/TotalRevenueAmt016773
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0755
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0884
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0813
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01063
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03879
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt07394
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt048538
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt041107
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt042083
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0213759
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt013342
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt014580
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt064474
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0285627
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt062635
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt056223
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IRS990ScheduleG/CharitableDistributionRqrInd0false
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
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IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborPullTabsInd0false
IRS990ScheduleG/GamingWithNonmembersInd0false
IRS990ScheduleG/LicensedInd0false
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THESE INCLUDE ACTIVITIES, BANK FEES, FIELD TRIPS, SUPPORT FOR THE LIBRARY, GUIDANCE COUNSELLOR, HEALTH AND MUSIC ROOMS, STAFF APPRECIATION, SCHOOL, TEACHER AND PTO SUPPLIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THREE CHECKS NOT CASHED IN CURRENT YEAR TOTALLING $674. ROUNDING ADJUSTMENT TO RECONCILE OF $1.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TAX PREP FEES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3YEARBOOK PRINTING AND POSTAGE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CANDY CANES, FLOWERS, CIFT CARDS, HOLIDAY SHOP, KIDSTUFF BOOKS, T SHIRTS, SPRING CATALOG, YEARBOOK AND PIZZA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COST OF ITEMS SOLD AS SHOWN ON LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6INCOME FROM CANDY BINGO, ICE CREAM FESTIVAL, ROLLER SKATING, A+ PROGRAM, BASKET RAFFLE, BOX TOPS FOR EDUCATION, BOWLING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7EXPENSES FOR EVENTS LISTED ON LINE 6B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PAGE 1 LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PAGE I LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PAGE 1 LINE 13 - PROFESSIONAL FEES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PAGE I LINE 15 - PRINTING, PUBLICATION AND POSTAGE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PAGE 1 LINE 7A - GROSS SALES OF INVENTORY
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5PAGE 1 LINE 7B - COST OF GOODS SOLD
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6PAGE 1 LINE 6B - GROSS INCOME FROM FUNDRAISING EVENTS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7PAGE 1 LINE 6C - DIRECT ESPENSES FROM FUNDRAISING EVENTS
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER KELLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04845970974
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HARRY S TRUMAN ELEMENTARY SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0HARR
ReturnHeader/Filer/EIN0451451139
ReturnHeader/Filer/PhoneNum04845970974
ReturnHeader/Filer/USAddress/AddressLine1Txt01400 GASKILL STREET
ReturnHeader/Filer/USAddress/CityNm0Allentown
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd018103
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0H AND R BLOCK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0344 S 3RD ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COOPERSBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd018036
ReturnHeader/PreparerPersonGrp/PhoneNum06108386669
ReturnHeader/PreparerPersonGrp/PreparationDt02017-02-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT MESSBAUER
ReturnHeader/ReturnTs02017-02-02T19:40:36Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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