Civic Intelligence

J R Masterman Home & School Association

990EZ • Fiscal year 2023 • EIN 45-3512607

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 10, 2023

1699 Spring Garden StPhiladelphia, PA 19130

(215) 400-7580

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

15th percentile

-31%

Higher net margin than 15% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

34th percentile

-8.1%

Faster asset growth than 34% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

85th percentile

67%

Faster revenue growth than 85% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$312,394

Down $27,571 (-8.1%) from 2022

Net Assets

Down

$312,394

Down $27,571 (-8.1%) from 2022

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

Up

$89,789

Up $36,132 (+67%) from 2022

Expenses

Up

$117,360

Up $70,727 (+152%) from 2022

Net Income

Down

-$27,571

Down $34,595 (-493%) from 2022

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2013: $131,531Liabilities 2013: $02013Assets 2014: $173,470Liabilities 2014: $0Net Assets 2014: $173,4702014Assets 2015: $43,620Liabilities 2015: $0Net Assets 2015: $43,6202015Assets 2016: $31,265Liabilities 2016: $0Net Assets 2016: $31,2652016Assets 2017: $149,437Liabilities 2017: $0Net Assets 2017: $149,4372017Assets 2018: $249,720Liabilities 2018: $0Net Assets 2018: $249,7202018Assets 2019: $260,922Liabilities 2019: $0Net Assets 2019: $260,9222019Assets 2020: $283,260Liabilities 2020: $0Net Assets 2020: $283,2602020Assets 2021: $332,941Net Assets 2021: $332,9412021Assets 2022: $339,965Net Assets 2022: $339,9652022Assets 2023: $312,394Liabilities 2023: $0Net Assets 2023: $312,3942023Assets 2024: $180,835Liabilities 2024: $0Net Assets 2024: $180,8352024Assets 2025: $171,754Liabilities 2025: $0Net Assets 2025: $171,7542025

Highlighted filing

2023

Assets$312,394
Liabilities$0
Net Assets$312,394

Operations Trend

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

$400K$200K$0-$200KRevenue 2013: $155,237Expenses 2013: $36,145Net Income 2013: $119,0922013Revenue 2014: $311,088Expenses 2014: $269,149Net Income 2014: $41,9392014Revenue 2015: $228,793Expenses 2015: $358,643Net Income 2015: -$129,8502015Revenue 2016: $253,056Expenses 2016: $265,411Net Income 2016: -$12,3552016Revenue 2017: $294,242Expenses 2017: $176,070Net Income 2017: $118,1722017Revenue 2018: $307,666Expenses 2018: $207,383Net Income 2018: $100,2832018Revenue 2019: $272,014Expenses 2019: $260,812Net Income 2019: $11,2022019Revenue 2020: $238,284Expenses 2020: $215,946Net Income 2020: $22,3382020Revenue 2021: $102,048Expenses 2021: $52,367Net Income 2021: $49,6812021Revenue 2022: $53,657Expenses 2022: $46,633Net Income 2022: $7,0242022Revenue 2023: $89,789Expenses 2023: $117,360Net Income 2023: -$27,5712023Revenue 2024: $104,350Expenses 2024: $235,909Net Income 2024: -$131,5592024Revenue 2025: $146,976Expenses 2025: $156,057Net Income 2025: -$9,0812025

Highlighted filing

2023

Revenue$89,789
Expenses$117,360
Net Income-$27,571
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 10, 2023
Return Version
2022v5.0
Gross Receipts
$89,789
Mission and Program Overview

Mission

Improve and/or enhance educational opportunities

See Schedule O

Program Services

DescriptionGrantsExpenses
See Schedule O-$104,793
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mitchell OrensteinPresident-$0--
Kimberly GuiseVice President 1-$0--
Leon McCreaVice President 2-$0--
Erica VanstoneTreasurer-$0--
Ya-Chi TsaoRecordings Secretary-$0--
Anne AlbertCorresponding Secretary-$0--
Filing and Contact Details

Filer

Filer Name
J R Masterman Home & School Association
EIN
45-3512607
Phone
2154007580
Address
1699 SPRING GARDEN ST, PHILADELPHIA, PA 19130

Signing Officer

Name
Ya-Chi Tsao
Title
Treasurer
Phone
2678726828
Signed
2023-11-10
Supplemental Narrative

Additional Explanations

Schedule O:

Form 990-ez, part i, line 16, other expenses academic affairs ??????????????.??????????????.??????????????.??????.??$. 575. Communications ???????????????????????????????????????????????.????.$. 1,117. Dues membership fees ?????????????????????????????????????????????.???$. 150. Administration fees ?????????.?????????.?????????.?????????.???????.?????.$. 16,663. Graduation ??????????????????????????????????????????????????????..$. 3,201. Grants ????????????????????????????????????????????..????????????..$. 35,610. Library ????????????????????????????????????..????????????????????..$. 2,355. Young playwrights ??????????????????????????????????..???????????????..$. 4,000. Science expenses ?????????????????????????????????????????????????..?..$. 3,139. Student affairs and support?????????????????????????????????????..???????..$. 43,762. Teacher and staff support??????????????????????????????????????????????.$. 3,021. Treasurer ???????????????????????????????????????????????????????.$. 367. Total $. 113,960. Form 990-ez, part iii - organizations primary exempt purpose improve and/or enhance educational opportunities form 990-ez, part iii, line 28 - statement of program service accomplishments program service accomplishments include 1) staff grants made to teachers to provide necessary teaching materials for students (1200 students benefited from this) 2) student directory provided to all staff, students, and families (2500 people benefited) 3) funded extracurricular activities for students (1200 students benefited) form 990-ez, part v - regarding transfers associated with personal benefit contracts (a) did the organization, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?. . . . . . . . . . . . No (b) did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?. .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . No

Raw XML Appendix174 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990-EZ, PART I, LINE 16, OTHER EXPENSES ACADEMIC AFFAIRS ??????????????.??????????????.??????????????.??????.??$. 575. COMMUNICATIONS ???????????????????????????????????????????????.????.$. 1,117. DUES MEMBERSHIP FEES ?????????????????????????????????????????????.???$. 150. ADMINISTRATION FEES ?????????.?????????.?????????.?????????.???????.?????.$. 16,663. GRADUATION ??????????????????????????????????????????????????????..$. 3,201. GRANTS ????????????????????????????????????????????..????????????..$. 35,610. LIBRARY ????????????????????????????????????..????????????????????..$. 2,355. YOUNG PLAYWRIGHTS ??????????????????????????????????..???????????????..$. 4,000. SCIENCE EXPENSES ?????????????????????????????????????????????????..?..$. 3,139. STUDENT AFFAIRS AND SUPPORT?????????????????????????????????????..???????..$. 43,762. TEACHER AND STAFF SUPPORT??????????????????????????????????????????????.$. 3,021. TREASURER ???????????????????????????????????????????????????????.$. 367. TOTAL $. 113,960. FORM 990-EZ, PART III - ORGANIZATIONS PRIMARY EXEMPT PURPOSE IMPROVE AND/OR ENHANCE EDUCATIONAL OPPORTUNITIES FORM 990-EZ, PART III, LINE 28 - STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS PROGRAM SERVICE ACCOMPLISHMENTS INCLUDE 1) STAFF GRANTS MADE TO TEACHERS TO PROVIDE NECESSARY TEACHING MATERIALS FOR STUDENTS (1200 STUDENTS BENEFITED FROM THIS) 2) STUDENT DIRECTORY PROVIDED TO ALL STAFF, STUDENTS, AND FAMILIES (2500 PEOPLE BENEFITED) 3) FUNDED EXTRACURRICULAR ACTIVITIES FOR STUDENTS (1200 STUDENTS BENEFITED) FORM 990-EZ, PART V - REGARDING TRANSFERS ASSOCIATED WITH PERSONAL BENEFIT CONTRACTS (A) DID THE ORGANIZATION, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT?. . . . . . . . . . . . NO (B) DID THE ORGANIZATION, DURING THE YEAR, PAY PREMIUMS, DIRECTLY OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT?. .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . NO
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule O:
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Ya-Chi Tsao
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum02678726828
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0J R MASTERMAN HOME & SCHOOL ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0JRMA
ReturnHeader/Filer/EIN0453512607
ReturnHeader/Filer/PhoneNum02154007580
ReturnHeader/Filer/USAddress/AddressLine1Txt01699 SPRING GARDEN ST
ReturnHeader/Filer/USAddress/CityNm0PHILADELPHIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019130
ReturnHeader/ReturnTs02023-11-10T20:00:04Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Ya-Chi
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Tsao
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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