Civic Intelligence

PTA Pennsylvania Congress

990EZ • Fiscal year 2017 • EIN 80-0390807

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 12, 2017

Organization ProfileN/A
1315 Echo TrailEaston, PA 18040

(610) 829-5712

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

16th percentile

-19%

Higher net margin than 16% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

21st percentile

-19%

Faster asset growth than 21% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

8th percentile

-54%

Faster revenue growth than 8% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$27,324

Down $6,272 (-19%) from 2016

Net Assets

Down

$27,324

Down $6,272 (-19%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin16th percentile

Revenue

Down

$32,410

Down $37,412 (-54%) from 2016

Expenses

Up

$38,682

Up $2,456 (+6.8%) from 2016

Net Income

Down

-$6,272

Down $39,868 (-119%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$80K$60K$40K$20K$0Assets 2016: $33,596Net Assets 2016: $33,5962016Assets 2017: $27,324Net Assets 2017: $27,3242017Assets 2018: $29,949Net Assets 2018: $29,9492018Assets 2019: $49,270Net Assets 2019: $49,2702019Assets 2020: $52,858Net Assets 2020: $52,8582020Assets 2021: $44,939Net Assets 2021: $44,9392021Assets 2022: $48,693Net Assets 2022: $48,6932022Assets 2023: $49,497Net Assets 2023: $49,4972023Assets 2024: $57,861Net Assets 2024: $57,8612024Assets 2025: $62,689Net Assets 2025: $62,6892025

Highlighted filing

2017

Assets$27,324
Liabilities-
Net Assets$27,324
Open 2017 Filing

Operations Trend

Revenue Growth8th percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2016: $69,822Expenses 2016: $36,226Net Income 2016: $33,5962016Revenue 2017: $32,410Expenses 2017: $38,682Net Income 2017: -$6,2722017Revenue 2018: $44,453Expenses 2018: $41,828Net Income 2018: $2,6252018Revenue 2019: $58,328Expenses 2019: $39,007Net Income 2019: $19,3212019Revenue 2020: $23,714Expenses 2020: $20,126Net Income 2020: $3,5882020Revenue 2021: $12,083Expenses 2021: $20,002Net Income 2021: -$7,9192021Revenue 2022: $21,712Expenses 2022: $17,958Net Income 2022: $3,7542022Revenue 2023: $32,273Expenses 2023: $31,469Net Income 2023: $8042023Revenue 2024: $32,546Expenses 2024: $24,182Net Income 2024: $8,3642024Revenue 2025: $31,124Expenses 2025: $26,296Net Income 2025: $4,8282025

Highlighted filing

2017

Revenue$32,410
Expenses$38,682
Net Income-$6,272
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 12, 2017
Return Version
2016v3.0
Gross Receipts
$64,452
Mission and Program Overview

Mission

EDUCATIONAL ENHANCEMENT

Program Services

DescriptionGrantsExpenses
FUNDS EXPENDED WERE USED TO PROMOTE THE WELL-BEING AND EDUCATIONAL EXPERIENCES FOR THE STUDENTS OF SHAWNEE ELEMENTARY SCHOOL.-$38,682
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MONICA ARNOLDPresidentPT$0--
JENN MCCAAVice Preside-$0--
THERESA FEDELETreasurerPT$0--
AMY LOHMANNRecording Se-$0--
CHRIS PACCHIOLICorrespondin-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundraiser$17,745$17,745$10,371$7,374
Basket Raffle$9,099$9,099$4,712$4,387
Total Events$26,844$26,844$15,083$11,761
Filing and Contact Details

Filer

Filer Name
Pta Pennsylvania Congress
EIN
80-0390807
Address
1315 ECHO TRAIL, EASTON, PA 18040

Signing Officer

Name
Theresa Fedele
Title
Treasurer
Signed
2017-10-12
Discuss with paid preparer
Yes

Preparer

Firm
Hough Accounting & Tax Services
Address
3359 WILLIAM PENN HWY, EASTON, PA 18045
Preparer
Dawn Hough
Phone
6102523656
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses 132 377 council dues 70 pta convention 100 donations 300 field trips 9,889 dance 1,905 hospitality 549 assemblies 1,870 bank fees 226 general expense 2,069 equipment gifted 10,640 shark day 2,655 talent show 665 teacher appreciation 1,107 license 40 fish tank services 1,227 author visits 366 founders day 1,604 5th grade moving up 1,517 total 37,308”

Raw XML Appendix149 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0THERESA FEDELE
IRS990EZ/BooksInCareOfDetail/PhoneNum06108295712
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0826 HEATHER LANE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0EASTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd018040
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt033596
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt027324
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0378
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-6272
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0570
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt063700
IRS990EZ/GrossReceiptsAmt064452
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0364
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt033596
IRS990EZ/NetAssetsOrFundBalancesEOYAmt027324
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt033596
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt027324
IRS990EZ/OccupancyRentUtltsAndMaintAmt0792
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt08.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt28.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MONICA ARNOLD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JENN MCCAA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2THERESA FEDELE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3AMY LOHMANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CHRIS PACCHIOLI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3RECORDING SE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CORRESPONDIN
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt037308
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATIONAL ENHANCEMENT
IRS990EZ/PrintingPublicationsPostageAmt012
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FUNDS EXPENDED WERE USED TO PROMOTE THE WELL-BEING AND EDUCATIONAL EXPERIENCES FOR THE STUDENTS OF SHAWNEE ELEMENTARY SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt038682
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt032042
IRS990EZ/SpecialEventsNetIncomeLossAmt031658
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt038682
IRS990EZ/TotalProgramServiceExpensesAmt038682
IRS990EZ/TotalRevenueAmt032410
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0378
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt094
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0472
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt054611
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt046589
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0101200
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt09463
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt012257
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt021720
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus1YearAmt033368
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt033368
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.78710
IRS990ScheduleA/PublicSupportPY509Pct00.63850
IRS990ScheduleA/PublicSupportTotal509Amt0123392
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt064452
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt058940
IRS990ScheduleA/Total509Grp/TotalAmt0123392
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt064452
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt092308
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0156760
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt015083
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FALL FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BASKET RAFFLE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt017745
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt09099
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt026844
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt017745
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt09099
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt026844
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt011761
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt015083
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt010371
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt04712
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES 132 377 COUNCIL DUES 70 PTA CONVENTION 100 DONATIONS 300 FIELD TRIPS 9,889 DANCE 1,905 HOSPITALITY 549 ASSEMBLIES 1,870 BANK FEES 226 GENERAL EXPENSE 2,069 EQUIPMENT GIFTED 10,640 SHARK DAY 2,655 TALENT SHOW 665 TEACHER APPRECIATION 1,107 LICENSE 40 FISH TANK SERVICES 1,227 AUTHOR VISITS 366 FOUNDERS DAY 1,604 5TH GRADE MOVING UP 1,517 TOTAL 37,308
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0THERESA FEDELE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA PENNSYLVANIA CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0PTAP
ReturnHeader/Filer/EIN0800390807
ReturnHeader/Filer/USAddress/AddressLine1Txt01315 ECHO TRAIL
ReturnHeader/Filer/USAddress/CityNm0EASTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd018040
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId021CE079C79C8430A2068833AEFB913606A65EA51
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0166935DA759A3B3886F89E3D9EBFA7B96B568AF2
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814582747
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOUGH ACCOUNTING & TAX SERVICES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03359 WILLIAM PENN HWY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EASTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd018045
ReturnHeader/PreparerPersonGrp/PhoneNum06102523656
ReturnHeader/PreparerPersonGrp/PreparationDt02017-10-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAWN HOUGH
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-10-12T13:43:57-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,324
Liabilities
-
Net assets
$27,324
Revenue
$32,410
Expenses
$38,682
Net income
-$6,272
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$62.7$62.7$31.1$26.3$4.83
2024Detailed filing. Detailed filing data is available for this year.$57.9$57.9$32.5$24.2$8.36
2023Detailed filing. Detailed filing data is available for this year.$49.5$49.5$32.3$31.5$0.80
2022Detailed filing. Detailed filing data is available for this year.$48.7$48.7$21.7$18.0$3.75
2021Detailed filing. Detailed filing data is available for this year.$44.9$44.9$12.1$20.0$7.92
2020Detailed filing. Detailed filing data is available for this year.$52.9$52.9$23.7$20.1$3.59
2019Detailed filing. Detailed filing data is available for this year.$49.3$49.3$58.3$39.0$19.3
2018Detailed filing. Detailed filing data is available for this year.$29.9$29.9$44.5$41.8$2.63
2017Detailed filing. Detailed filing data is available for this year.$27.3$27.3$32.4$38.7$6.27
2016Detailed filing. Detailed filing data is available for this year.$33.6$33.6$69.8$36.2$33.6