Civic Intelligence

Loomis Elementary PTO

990EZ • Fiscal year 2023 • EIN 92-1874446

Jan 23, 2023 to Jun 30, 2023 • Filed on May 07, 2024

Organization ProfileLOOMIS.MEMBERSHIPTOOLKIT.COM/ABOUTTHEPTO
369 N Central BlvdBroomall, PA 19008

(610) 359-4350

Siviq Scores

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

Liabilities / Assets

88th percentile

0.00x

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

2023 filings • NTEE B94 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

88th percentile

0.00x

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

2023 filings • NTEE B94 • <$500k nonprofits • Source year 2023

Net Margin

20th percentile

-16%

Higher net margin than 20% of similar nonprofits.

2023 filings • NTEE B94 • <$500k nonprofits • Source year 2023

Top Officer Pay

99th percentile

$0

Higher top officer pay than 99% of similar nonprofits.

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

2023 filings • NTEE B94 • <$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

Balance Sheet
Liabilities / Assets88th percentile

Assets

$20,117

No earlier filing loaded for comparison.

Net Assets

$20,117

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin20th percentile

Revenue

$78,604

No earlier filing loaded for comparison.

Expenses

$91,329

No earlier filing loaded for comparison.

Net Income

-$12,725

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$40K$30K$20K$10K$0Assets 2023: $20,117Liabilities 2023: $0Net Assets 2023: $20,1172023Assets 2024: $32,223Liabilities 2024: $0Net Assets 2024: $32,2232024

Highlighted filing

2023

Assets$20,117
Liabilities$0
Net Assets$20,117
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50KRevenue 2023: $78,604Expenses 2023: $91,329Net Income 2023: -$12,7252023Revenue 2024: $108,232Expenses 2024: $96,126Net Income 2024: $12,1062024

Highlighted filing

2023

Revenue$78,604
Expenses$91,329
Net Income-$12,725
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 23, 2023 to Jun 30, 2023
Signed
May 7, 2024
Return Version
2023v5.0
Gross Receipts
$99,000
Mission and Program Overview

Mission

To enhance the loomis elementary student's education experience through providing classroom equipment and supplies, and providing school activities and family events for all students.

Program Services

DescriptionGrantsExpenses
FUNDS WERE PROVIDED FOR SCHOOL AND CLASSROOM SUPPORT AND PURCHASES$0$35,496
FUNDS WERE PROVIDED FOR SCHOOL AND FAMILY EVENTS FOR ALL STUDENTS$0$32,861
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BETH LEACHPresidentPT$0--
MARA SAMPSONVice PresidentPT$0--
REBECCA SILVERTreasurerPT$0--
CATHY FORLANOSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Bingo Events$22,145$9,973$9,973$0
Family Events$18,958$9,588$9,587$1
Total Events$43,925$20,396$20,396$0
Filing and Contact Details

Filer

Filer Name
Loomis Elementary Pto
EIN
92-1874446
Phone
6103594350
Address
369 N CENTRAL BLVD, BROOMALL, PA 19008

Signing Officer

Name
Christina Stevens
Title
Treasurer
Phone
6103594350
Signed
2024-05-07

Preparer

Firm
Wipfli Llp
Address
170 N RADNOR-CHESTER RD SUITE 200, RADNOR, PA 19087
Preparer
William P Carroll CPA
Phone
6105653930
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: bank interest. Amount: 18.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: in-school event expenses. Amount: 32,861. Description: classroom and teacher expenses. Amount: 18,117. Description: loomis elementary school equipment and materials. Amount: 17,379. Description: fundraising expenses. Amount: 13,400. Description: bank fees. Amount: 57. Total to form 990-ez, line 16: 81,814.”

Raw XML Appendix169 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CHRISTINA STEVENS
IRS990EZ/BooksInCareOfDetail/PhoneNum06103594350
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0369 N CENTRAL BLVD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BROOMALL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd019008
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt032842
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt020117
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt078586
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-12725
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt07432
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt032842
IRS990EZ/Form990TotalAssetsGrp/EOYAmt020117
IRS990EZ/FundraisingGrossIncomeAmt020396
IRS990EZ/GrossReceiptsAmt099000
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt032842
IRS990EZ/NetAssetsOrFundBalancesEOYAmt020117
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt032842
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt020117
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BETH LEACH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARA SAMPSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2REBECCA SILVER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CATHY FORLANO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt081814
IRS990EZ/OtherRevenueTotalAmt018
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO ENHANCE THE LOOMIS ELEMENTARY STUDENT'S EDUCATION EXPERIENCE THROUGH PROVIDING CLASSROOM EQUIPMENT AND SUPPLIES, AND PROVIDING SCHOOL ACTIVITIES AND FAMILY EVENTS FOR ALL STUDENTS.
IRS990EZ/PrintingPublicationsPostageAmt02083
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FUNDS WERE PROVIDED FOR SCHOOL AND FAMILY EVENTS FOR ALL STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FUNDS WERE PROVIDED FOR SCHOOL AND CLASSROOM SUPPORT AND PURCHASES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt032861
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt135496
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt020396
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0PA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt091329
IRS990EZ/TotalProgramServiceExpensesAmt068357
IRS990EZ/TotalRevenueAmt078604
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTPS://LOOMIS.MEMBERSHIPTOOLKIT.COM/ABOUTTHEPTO
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE CURRENT YEAR IS A SHORT YEAR AS THE FORMATION DATE IS JANUARY 23, 2023.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, SECTION A, COLUMN E:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt078586
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt078586
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt018
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt018
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt078586
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt078586
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt078586
IRS990ScheduleA/TotalSupportAmt078604
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt023529
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt012172
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt09370
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt01987
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt020396
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BINGO EVENTS
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FAMILY EVENTS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt022145
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt018958
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt02822
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt043925
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt09973
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt09588
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt0835
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt020396
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt0836
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt020396
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt09973
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt09587
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: BANK INTEREST. AMOUNT: 18.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: IN-SCHOOL EVENT EXPENSES. AMOUNT: 32,861. DESCRIPTION: CLASSROOM AND TEACHER EXPENSES. AMOUNT: 18,117. DESCRIPTION: LOOMIS ELEMENTARY SCHOOL EQUIPMENT AND MATERIALS. AMOUNT: 17,379. DESCRIPTION: FUNDRAISING EXPENSES. AMOUNT: 13,400. DESCRIPTION: BANK FEES. AMOUNT: 57. TOTAL TO FORM 990-EZ, LINE 16: 81,814.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTINA STEVENS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06103594350
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOOMIS ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0LOOM
ReturnHeader/Filer/EIN0921874446
ReturnHeader/Filer/PhoneNum06103594350
ReturnHeader/Filer/USAddress/AddressLine1Txt0369 N CENTRAL BLVD
ReturnHeader/Filer/USAddress/CityNm0BROOMALL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019008
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390758449
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WIPFLI LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0170 N RADNOR-CHESTER RD SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RADNOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019087
ReturnHeader/PreparerPersonGrp/PhoneNum06105653930
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM P CARROLL CPA
ReturnHeader/ReturnTs02024-05-07T12:02:46-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CHRISTINA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STEVENS
ReturnHeader/TaxPeriodBeginDt02023-01-23
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,117
Liabilities
$0
Net assets
$20,117
Revenue
$78,604
Expenses
$91,329
Net income
-$12,725
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$1.08$0.96$0.12
2023Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.79$0.91$0.13