Civic Intelligence

Eleanor Roosevelt Elementary PTO

990EZ • Fiscal year 2023 • EIN 84-4220855

Jul 01, 2022 to Jun 30, 2023 • Filed on Dec 04, 2023

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

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

80th percentile

28%

Higher net margin than 80% 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

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Assets

$45,721

No earlier filing loaded for comparison.

Net Assets

$45,721

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$66,458

No earlier filing loaded for comparison.

Expenses

$47,645

No earlier filing loaded for comparison.

Net Income

$18,813

No earlier filing loaded for comparison.

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

2023

Assets$45,721
Liabilities$0
Net Assets$45,721

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

2023

Revenue$66,458
Expenses$47,645
Net Income$18,813
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Dec 4, 2023
Return Version
2022v5.0
Gross Receipts
$94,238
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
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$9,692
Community Engagement: Organized inclusive, free-to-attend events such as 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 as well as a Family Night at the local health club, providing recreational activities and supplies to promote physical activity and teamwork$0$6,025
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 and installation of additional blacktop space to be used as a basketball court.$0$5,074
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 school assemblies, which reached over 500 students. Also supported Field Day and reading olympics.$0$3,020
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Megan Esmonde-BoganPresidentPT$0--
Kathleen WerthPresidentPT$0--
Devina GoldenTreasurerPT$0--
Alexandra GatschVice PresidentPT$0--
Jennifer FinnVice PresidentPT$0--
Lindsay AultSecretaryPT$0--
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
2023-12-04
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10

Grants and similar amounts paid include payments from our sunshine fund to support students in need, teacher and staff appreciation, and reimbursements to teachers for classroom supplies.

Form 990-EZ, 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 $17009 for 5th grade committee activities, including events and items designed to celebrate the graduating class. - Educational Enrichment: expenses of $7178 for assemblies, classroom resources, playground equipment and fundraising contributions for a new blacktop play space. -Program Service Activities: Expenses of $8274 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 $2200 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Grants and similar amounts paid include payments from our sunshine fund to support students in need, teacher and staff appreciation, and reimbursements to teachers for classroom supplies.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Other 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 $17009 for 5th grade committee activities, including events and items designed to celebrate the graduating class. - Educational Enrichment: expenses of $7178 for assemblies, classroom resources, playground equipment and fundraising contributions for a new blacktop play space. -Program Service Activities: Expenses of $8274 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 $2200 for general administrative and operational needs to support the PTO's programs and events.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 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 was 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
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum02154284256
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-12-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ELEANOR ROOSEVELT ELEMENTARY PTO
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ReturnHeader/Filer/EIN0844220855
ReturnHeader/Filer/PhoneNum02154254256
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ReturnHeader/Filer/USAddress/CityNm0Morrisville
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ReturnHeader/Filer/USAddress/ZIPCd019067
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02024-11-21T02:00:09-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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