Civic Intelligence

Eleanor Roosevelt Elementary PTO

990EZ • Fiscal year 2024 • EIN 84-4220855

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 21, 2024

185 Walton DrMorrisville, PA 19067

(215) 425-4256

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.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

13th percentile

-33%

Higher net margin than 13% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

10th percentile

-55%

Faster asset growth than 10% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

65th percentile

16%

Faster revenue growth than 65% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$20,599

Down $25,122 (-55%) from 2023

Net Assets

Down

$20,599

Down $25,122 (-55%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Up

$77,003

Up $10,545 (+16%) from 2023

Expenses

Up

$102,185

Up $54,540 (+114%) from 2023

Net Income

Down

-$25,182

Down $43,995 (-234%) from 2023

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2023: $45,721Liabilities 2023: $0Net Assets 2023: $45,7212023Assets 2024: $20,599Liabilities 2024: $0Net Assets 2024: $20,5992024Assets 2025: $19,811Liabilities 2025: $0Net Assets 2025: $19,8112025

Highlighted filing

2024

Assets$20,599
Liabilities$0
Net Assets$20,599

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2023: $66,458Expenses 2023: $47,645Net Income 2023: $18,8132023Revenue 2024: $77,003Expenses 2024: $102,185Net Income 2024: -$25,1822024Revenue 2025: $49,529Expenses 2025: $50,317Net Income 2025: -$7882025

Highlighted filing

2024

Revenue$77,003
Expenses$102,185
Net Income-$25,182
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 21, 2024
Return Version
2023v5.0
Gross Receipts
$113,730
Mission and Program Overview

Mission

The ERPTO supports instructional programs, the school, students, guardians and staff with time, energy and financial assistance. Members of the ER PTO conduct a variety of fundraisers throughout the school year to underwrite our programs and events. We also purchase supplies and equipment to supplement what is funded by the Pennsbury School District.

Program Services

DescriptionGrantsExpenses
Special Initiatives: Supported initiatives like the Running Club to promote physical fitness and social interaction among students and funded gardening projects to beautify the school campus, creating welcoming spaces for learning and play. The PTO also funded the purchase of an outdoor classroom, creating a dynamic, open-air learning environment for all students. This initiative provides opportunities for hands-on learning, promotes environmental education, and supports teachers by offering an innovative space for lessons and activities. The outdoor classroom enhances the school's facilities and contributes to a well-rounded educational experience for students.$0$64,853
Student and Teacher Support: Coordinated the Secret Shop, a student-centered holiday shopping event that allowed students to practice budgeting and giving. Purchased school decorations to enhance the learning environment and foster a sense of pride and belonging. Additionally, provided teachers with reimbursements for classroom supplies to ensure students had the resources needed for a productive school year.$0$18,060
Community Engagement: Organized inclusive, free-to-attend events such as Welcome Back and End of Year Picnics, Family Bingo Night and Trunk or Treat, drawing hundreds of families and strengthening ties between students, parents, and teachers. Additionally, the PTO facilitated the Field Day event, providing recreational activities and supplies to promote physical activity and teamwork.$0$5,943
Academic Enrichment: Hosted the Spark Expo, a STEM-focused science fair, with hands-on activities for over 200 students, encouraging interest in science, technology, engineering, and math. Funded multiple school assemblies for the student body including an educational assembly about Diwali and an author visit from an renowned environmentalist.$0$3,482
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Megan Esmonde-BoganPresidentPT$0--
Alexandra GatschPresidentPT$0--
Devina GoldenTreasurerPT$0--
Lindsay AultSecretaryPT$0--
Jennifer FinnVice PresidentPT$0--
Tricia SteigerwaltVice PresidentPT$0--
Sarah HanesVice PresidentPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run$32,031$18,107$6,987$11,120
Total Events$32,031$18,107$6,987$11,120
Filing and Contact Details

Filer

Filer Name
Eleanor Roosevelt Elementary Pto
EIN
84-4220855
Phone
2154254256
Address
185 Walton Dr, Morrisville, PA 19067

Signing Officer

Name
Devina Golden
Title
Treasurer
Phone
2154284256
Signed
2024-11-21
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

Part I, Line 16: Other Expenses include the following major categories that support the PTO's exempt purpose of enhancing student education and community engagement: - Grade-Specific Programs: Expenses of $13,105 for 5th Grade Committee activities, including events and items designed to celebrate the graduating class. - Educational Enrichment: Expenses of $69,849 for assemblies, classroom resources, playground equipment, and fundraising contributions for an outdoor classroom. - Program Service Activities: Expenses of $11,647 for community-building events and educational programs, such as picnics, Field Day, Family Bingo, and academic competitions like the Science Fair and Reading Olympics. - Operating Expenses: Expenses of $1955 for general administrative and operational needs to support the PTO's programs and events.

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IRS990EZ/PrimaryExemptPurposeTxt0The ERPTO supports instructional programs, the school, students, guardians and staff with time, energy and financial assistance. Members of the ER PTO conduct a variety of fundraisers throughout the school year to underwrite our programs and events. We also purchase supplies and equipment to supplement what is funded by the Pennsbury School District.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Student and Teacher Support: Coordinated the Secret Shop, a student-centered holiday shopping event that allowed students to practice budgeting and giving. Purchased school decorations to enhance the learning environment and foster a sense of pride and belonging. Additionally, provided teachers with reimbursements for classroom supplies to ensure students had the resources needed for a productive school year.
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt06987
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06987
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Part I, Line 16: Other Expenses include the following major categories that support the PTO's exempt purpose of enhancing student education and community engagement: - Grade-Specific Programs: Expenses of $13,105 for 5th Grade Committee activities, including events and items designed to celebrate the graduating class. - Educational Enrichment: Expenses of $69,849 for assemblies, classroom resources, playground equipment, and fundraising contributions for an outdoor classroom. - Program Service Activities: Expenses of $11,647 for community-building events and educational programs, such as picnics, Field Day, Family Bingo, and academic competitions like the Science Fair and Reading Olympics. - Operating Expenses: Expenses of $1955 for general administrative and operational needs to support the PTO's programs and events.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
ReasonableCauseExplanation/ExplanationTxt0The organization's treasurer, who is a volunteer without prior tax filing experience, misunderstood the filing requirements for Form 990. The treasurer initially believed the organization qualified to file the simpler Form 990-N, not realizing that its financial activities required filing Form 990-EZ. Upon discovering the need to file Form 990-EZ, the treasurer sought assistance from a professional accountant. However, due to the organization's limited budget, it was necessary to find an accountant willing to assist on a pro bono basis, which delayed the filing process. An acceptable person was not found so the return as completed to the best of the treasurers ability. The organization has since taken steps to ensure future compliance, including: Providing Training: Educating current and incoming board members, particularly the treasurer, on IRS filing requirements for exempt organizations. Implementing Internal Controls: Developing a compliance calendar to track IRS deadlines and responsibilities to prevent similar issues in the future. Professional Services: Continuing our search for a professional that can assist us with questions in the future.
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Devina Golden
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum02154284256
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ELEANOR ROOSEVELT ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0ELEA
ReturnHeader/Filer/EIN0844220855
ReturnHeader/Filer/PhoneNum02154254256
ReturnHeader/Filer/USAddress/AddressLine1Txt0185 Walton Dr
ReturnHeader/Filer/USAddress/CityNm0Morrisville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019067
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02024-11-21T00:28:19-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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