Civic Intelligence

PTA Pennsylvania Congress

990EZ • Fiscal year 2021 • EIN 52-2379224

Aug 01, 2020 to Jul 31, 2021 • Filed on Sep 29, 2021

Organization ProfileAGISPTA.ORG
395 S Jennersville RoadWest Grove, PA 19390

(610) 869-4449

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

14th percentile

-34%

Higher net margin than 14% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

16th percentile

-26%

Faster asset growth than 16% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

10th percentile

-69%

Faster revenue growth than 10% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$39,153

Down $13,455 (-26%) from 2020

Net Assets

Down

$39,153

Down $6,144 (-14%) from 2020

Liabilities

Down

$0

Down $7,311 (-100%) from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin14th percentile

Revenue

Down

$18,051

Down $40,322 (-69%) from 2020

Expenses

Down

$24,195

Down $19,865 (-45%) from 2020

Net Income

Down

-$6,144

Down $20,457 (-143%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

$150K$100K$50K$0Assets 2011: $73,430Liabilities 2011: $0Net Assets 2011: $73,4302011Assets 2012: $88,884Liabilities 2012: $0Net Assets 2012: $88,8842012Assets 2013: $115,805Liabilities 2013: $10,842Net Assets 2013: $104,9632013Assets 2014: $119,558Liabilities 2014: $13,066Net Assets 2014: $106,4922014Assets 2015: $127,171Liabilities 2015: $11,393Net Assets 2015: $115,7782015Assets 2016: $106,241Liabilities 2016: $30Net Assets 2016: $106,2112016Assets 2017: $68,933Liabilities 2017: $38Net Assets 2017: $68,8952017Assets 2018: $46,145Liabilities 2018: $0Net Assets 2018: $46,1452018Assets 2019: $39,777Liabilities 2019: $7,314Net Assets 2019: $32,4632019Assets 2020: $52,608Liabilities 2020: $7,311Net Assets 2020: $45,2972020Assets 2021: $39,153Liabilities 2021: $0Net Assets 2021: $39,1532021Assets 2022: $117,481Liabilities 2022: $0Net Assets 2022: $117,4812022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2021

Assets$39,153
Liabilities$0
Net Assets$39,153
Open 2021 Filing

Operations Trend

Revenue Growth10th percentile

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

$150K$100K$50K$0-$50K-$100KRevenue 2011: $108,667Expenses 2011: $121,771Net Income 2011: -$13,1042011Revenue 2012: $84,409Expenses 2012: $70,918Net Income 2012: $13,4912012Revenue 2013: $103,801Expenses 2013: $85,837Net Income 2013: $17,9642013Revenue 2014: $61,415Expenses 2014: $59,886Net Income 2014: $1,5292014Revenue 2015: $69,277Expenses 2015: $59,992Net Income 2015: $9,2852015Revenue 2016: $42,350Expenses 2016: $51,917Net Income 2016: -$9,5672016Revenue 2017: $12,609Expenses 2017: $49,528Net Income 2017: -$36,9192017Revenue 2018: -$5,609Expenses 2018: $17,141Net Income 2018: -$22,7502018Revenue 2019: $98,064Expenses 2019: $110,811Net Income 2019: -$12,7472019Revenue 2020: $58,373Expenses 2020: $44,060Net Income 2020: $14,3132020Revenue 2021: $18,051Expenses 2021: $24,195Net Income 2021: -$6,1442021Revenue 2022: $105,899Expenses 2022: $27,571Net Income 2022: $78,3282022Revenue 2023: -$23,842Expenses 2023: $28,873Net Income 2023: -$52,7152023

Highlighted filing

2021

Revenue$18,051
Expenses$24,195
Net Income-$6,144
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2020 to Jul 31, 2021
Signed
Sep 29, 2021
Return Version
2020v4.0
Gross Receipts
$27,504
Mission and Program Overview

Mission

CHILD ADVOCACY

Program Services

DescriptionGrantsExpenses
GRANTS WERE PROVIDED TO PAY FIELD TRIP EXPENSES AND TO PAY FEES OF STUDENTS WHO OTHERWISE COULD NOT AFFORD TO PARTICIPATE-$6,250
AFTER-SCHOOL ENRICHMENT - PROVIDED STUDENTS THE OPPORTUNITY TO SUPPLEMENT THEIR LEARNING. STUDENTS WERE ENRICHED IN AREAS OF SPORTS, ARTS, CRAFTS, MUSIC, DRAMA & LANGUAGE.-$4,674
GRANTS WERE PROVIDED TO NURSES, TEACHERS, PRINCIPAL GRANTS THAT ALLOWED STUDENTS TO RECEIVE EXTRA MATERIALS$3,352$3,352
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TARA BURNSPresidentPT$0--
KELLY LEWISVice Preside-$0--
SHANNON SMERKANICHTreasurerPT$0--
LISA MALEYSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring Fundrais$6,303$6,303-$6,303
Total Events$6,303$6,303$3,265$3,038
Filing and Contact Details

Filer

Filer Name
Avon Grove Intermediate School Pta
EIN
52-2379224
Phone
6108694449
Address
395 S JENNERSVILLE ROAD, WEST GROVE, PA 19390

Signing Officer

Name
Shannon Smerkanich
Title
Treasurer
Phone
6108694449
Signed
2021-09-29
Discuss with paid preparer
Yes

Preparer

Firm
Umbreit Wileczek & Associates Pc
Address
714 E BALTIMORE PIKE, KENNETT SQUARE, PA 19348
Preparer
Timothy D Umbreit CPA
Phone
6104443222
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office 3,714 insurance 336 program expense 4,674 membership dues 660 hospitality expense 5,209 program expense 6,250 total 20,843”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 7,311 0”

Raw XML Appendix164 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.

Path#Value
CompensationExplanation/CompensationExplanationGrp/PersonNm0TARA BURNS
CompensationExplanation/CompensationExplanationGrp/PersonNm1KELLY LEWIS
CompensationExplanation/CompensationExplanationGrp/PersonNm2SHANNON SMERKANICH
CompensationExplanation/CompensationExplanationGrp/PersonNm3LISA MALEY
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0SHANNON SMERKANICH
IRS990EZ/BooksInCareOfDetail/PhoneNum06108694449
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0395 S JENNERSVILLE ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WEST GROVE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd019390
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt052608
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt039153
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01551
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-6144
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt052608
IRS990EZ/Form990TotalAssetsGrp/EOYAmt039153
IRS990EZ/FundraisingGrossIncomeAmt015581
IRS990EZ/GrantsAndSimilarAmountsPaidAmt03352
IRS990EZ/GrossProfitLossSlsOfInvntryAmt01463
IRS990EZ/GrossReceiptsAmt027504
IRS990EZ/GrossSalesOfInventoryAmt01463
IRS990EZ/GroupExemptionNum02052
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt08907
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt045297
IRS990EZ/NetAssetsOrFundBalancesEOYAmt039153
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt045297
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt039153
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TARA BURNS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KELLY LEWIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SHANNON SMERKANICH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LISA MALEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt020843
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHILD ADVOCACY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0AFTER-SCHOOL ENRICHMENT - PROVIDED STUDENTS THE OPPORTUNITY TO SUPPLEMENT THEIR LEARNING. STUDENTS WERE ENRICHED IN AREAS OF SPORTS, ARTS, CRAFTS, MUSIC, DRAMA & LANGUAGE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1GRANTS WERE PROVIDED TO PAY FIELD TRIP EXPENSES AND TO PAY FEES OF STUDENTS WHO OTHERWISE COULD NOT AFFORD TO PARTICIPATE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2GRANTS WERE PROVIDED TO NURSES, TEACHERS, PRINCIPAL GRANTS THAT ALLOWED STUDENTS TO RECEIVE EXTRA MATERIALS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt03352
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04674
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt16250
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt23352
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt09453
IRS990EZ/SpecialEventsNetIncomeLossAmt06128
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0PA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt07311
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt024195
IRS990EZ/TotalProgramServiceExpensesAmt014276
IRS990EZ/TotalRevenueAmt018051
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0AGISPTA.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01551
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03415
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt06874
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt011840
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt077
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt081
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt018417
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt083550
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0101967
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt077
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt081
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99930
IRS990ScheduleA/PublicSupportPY509Pct00.98890
IRS990ScheduleA/PublicSupportTotal509Amt0113807
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt019968
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt086965
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt06874
IRS990ScheduleA/Total509Grp/TotalAmt0113807
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt019970
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt086967
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt06874
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt077
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0113888
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt03265
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SPRING FUNDRAIS
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt03265
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt03265
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt06303
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt06303
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt06303
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt06303
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt03038
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE 3,714 INSURANCE 336 PROGRAM EXPENSE 4,674 MEMBERSHIP DUES 660 HOSPITALITY EXPENSE 5,209 PROGRAM EXPENSE 6,250 TOTAL 20,843
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS PAYABLE AND ACCRUED EXPENSES 7,311 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHANNON SMERKANICH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06108694449
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AVON GROVE INTERMEDIATE SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0AVON
ReturnHeader/Filer/EIN0522379224
ReturnHeader/Filer/PhoneNum06108694449
ReturnHeader/Filer/USAddress/AddressLine1Txt0395 S JENNERSVILLE ROAD
ReturnHeader/Filer/USAddress/CityNm0WEST GROVE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019390
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0823840465
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0UMBREIT WILECZEK & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0714 E BALTIMORE PIKE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KENNETT SQUARE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019348
ReturnHeader/PreparerPersonGrp/PhoneNum06104443222
ReturnHeader/PreparerPersonGrp/PreparationDt02021-09-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIMOTHY D UMBREIT CPA
ReturnHeader/ReturnTs02021-10-04T14:20:53-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SHANNON
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SMERKANICH
ReturnHeader/TaxPeriodBeginDt02020-08-01
ReturnHeader/TaxPeriodEndDt02021-07-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$39,153
Liabilities
$0
Net assets
$39,153
Revenue
$18,051
Expenses
$24,195
Net income
-$6,144
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.24$0.29$0.53
2022Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$1.06$0.28$0.78
2021Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$0.18$0.24$0.06
2020Summary only. Only limited summary data is available for this year.$0.53$0.07$0.45$0.58$0.44$0.14
2019Summary only. Only limited summary data is available for this year.$0.40$0.07$0.32$0.98$1.11$0.13
2018Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$0.06$0.17$0.23
2017Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.13$0.50$0.37
2016Summary only. Only limited summary data is available for this year.$1.06$0.00$1.06$0.42$0.52$0.10
2015Summary only. Only limited summary data is available for this year.$1.27$0.11$1.16$0.69$0.60$0.09
2014Summary only. Only limited summary data is available for this year.$1.20$0.13$1.06$0.61$0.60$0.02
2013Summary only. Only limited summary data is available for this year.$1.16$0.11$1.05$1.04$0.86$0.18
2012Summary only. Only limited summary data is available for this year.$0.89$0.00$0.89$0.84$0.71$0.13
2011Summary only. Only limited summary data is available for this year.$0.73$0.00$0.73$1.09$1.22$0.13