Civic Intelligence

Lehigh Valley Foot & Ankle Society

EIN 46-1777160 • 501(c)3 • Macungie, PA

Profile

To facilitate the training and

6790 Radcliffe CourtMacungie, PA 18062

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

70th percentile

0.02x

Higher debt load relative to assets than 70% of similar nonprofits.

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

Liabilities / Revenue

100th percentile

50.00x

Higher debt load relative to revenue than 100% of similar nonprofits.

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

Net Margin

1st percentile

-100000%

Higher net margin than 1% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

28th percentile

-27%

Faster asset growth than 28% of similar nonprofits.

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

Revenue Growth

3rd percentile

-100%

Faster revenue growth than 3% of similar nonprofits.

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

Assets

Down

$5,419

Down $2,001 (-27%) from 2015

Liabilities

Flat

$100

Flat from 2015

Net Assets

Down

$5,319

Down $2,001 (-27%) from 2015

Revenue

Down

$2

Down $5,700 (-100%) from 2015

Expenses

Down

$2,002

Down $1,382 (-41%) from 2015

Net Income

Down

-$2,000

Down $4,318 (-186%) from 2015

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30K$20K$10K$0Assets 2013: $23,456Liabilities 2013: $100Net Assets 2013: $23,3562013Assets 2014: $5,202Liabilities 2014: $100Net Assets 2014: $5,1022014Assets 2015: $7,420Liabilities 2015: $100Net Assets 2015: $7,3202015Assets 2016: $5,419Liabilities 2016: $100Net Assets 2016: $5,3192016

Highlighted filing

2016

Assets$5,419
Liabilities$100
Net Assets$5,319

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$150K$100K$50K$0-$50KRevenue 2013: $178,433Expenses 2013: $155,079Net Income 2013: $23,3542013Revenue 2014: $132,405Expenses 2014: $150,658Net Income 2014: -$18,2532014Revenue 2015: $5,702Expenses 2015: $3,384Net Income 2015: $2,3182015Revenue 2016: $2Expenses 2016: $2,002Net Income 2016: -$2,0002016

Highlighted filing

2016

Revenue$2
Expenses$2,002
Net Income-$2,000

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Mar 7, 2017
Return Version
2016v3.0
Gross Receipts
$2
Mission and Program Overview

Mission

To facilitate the training and

To facilitate the training and education in foot and ankle medicine and surgery to surgeions and medical personnel in both the lehigh valley, pennsylvania and nationally.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$7,420$5,419▼ $2,001
Rtn Earn Endowment Incm Other Fnds$7,320$5,319▼ $2,001
Loans From Officers Directors$100$100→ $0
Total Assets$7,420$5,419▼ $2,001
Liabilities
Total Liabilities$100$100→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$7,320$5,319▼ $2,001
Total Liabilities and Net Assets / Fund Balance$7,420$5,419▼ $2,001
Compensation and Service Providers

Board Members and Trustees

NameTitle
Thomas RocchioPresident
Revenue and Support

Revenue Composition

Contributions and Grants
$2
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$2
Change in Net Assets
$-2,000
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,002
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting$1,414$0$0$1,414
Other Expenses$588$0$0$588
Total Functional Expenses$2,002$0$0$2,002
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$100$100→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Lehigh Valley Foot & Ankle Society
EIN
46-1777160
Phone
5706777776
Address
6790 RADCLIFFE COURT, MACUNGIE, PA 18062

Signing Officer

Name
Thomas Rocchio
Title
President
Phone
5706777776
Signed
2017-03-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Thomas Rocchio
Formed
2013
Legal Domicile
Pa
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
2

Preparer

Firm
Susko Wealth Management LLC
Address
2626 WALBERT AVE, ALLENTOWN, PA 18104
Preparer
Jaime Bollinger CPA
Phone
6107060900
Supplemental Narrative

Additional Explanations

Pt VI, Line 1A

THERE IS ONLY 1 MEMBER

Pt VI, Line 11B

There is no review process

Pt VIII

TOTAL REVENUE

Pt XI

ROUNDING

Pt XII, Line 2C

No change in oversight committee

Pt XII, Line 3B

NO AUDIT REQUIRED

Pt VI, Line 8A

THERE WERE NO MEETINGS

Pt VI, Line 8B

THERE WERE NO MEETINGS

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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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