Civic Intelligence

Saugatuck Elementary School PTA C/O Christina Frost

990EZ • Fiscal year 2021 • EIN 04-3681812

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 28, 2021

170 Riverside AvenueWestport, CT 06880

(203) 221-2900

Siviq Scores

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

Liabilities / Assets

65th percentile

0.01x

Higher debt load relative to assets than 65% of similar nonprofits.

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

Liabilities / Revenue

70th percentile

0.03x

Higher debt load relative to revenue than 70% of similar nonprofits.

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

Net Margin

62nd percentile

18%

Higher net margin than 62% 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

54th percentile

8.8%

Faster asset growth than 54% of similar nonprofits.

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

Revenue Growth

25th percentile

-31%

Faster revenue growth than 25% of similar nonprofits.

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

Assets

Up

$59,327

Up $4,780 (+8.8%) from 2020

Net Assets

Up

$58,627

Up $4,780 (+8.9%) from 2020

Liabilities

Flat

$700

Flat from 2020

Revenue

Down

$27,209

Down $12,505 (-31%) from 2020

Expenses

Down

$22,429

Down $10,396 (-32%) from 2020

Net Income

Down

$4,780

Down $2,109 (-31%) from 2020

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2011: $19,772Liabilities 2011: $945Net Assets 2011: $18,8272011Assets 2012: $28,166Liabilities 2012: $875Net Assets 2012: $27,2912012Assets 2013: $81,705Liabilities 2013: $875Net Assets 2013: $80,8302013Assets 2014: $73,783Liabilities 2014: $875Net Assets 2014: $72,9082014Assets 2015: $62,454Liabilities 2015: $700Net Assets 2015: $61,7542015Assets 2016: $59,584Liabilities 2016: $700Net Assets 2016: $58,8842016Assets 2017: $48,455Liabilities 2017: $700Net Assets 2017: $47,7552017Assets 2018: $41,576Liabilities 2018: $700Net Assets 2018: $40,8762018Assets 2019: $47,658Liabilities 2019: $700Net Assets 2019: $46,9582019Assets 2020: $54,547Liabilities 2020: $700Net Assets 2020: $53,8472020Assets 2021: $59,327Liabilities 2021: $700Net Assets 2021: $58,6272021Assets 2022: $62,058Liabilities 2022: $700Net Assets 2022: $61,3582022Assets 2023: $73,745Liabilities 2023: $700Net Assets 2023: $73,0452023Assets 2024: $85,421Liabilities 2024: $700Net Assets 2024: $84,7212024Assets 2025: $71,637Liabilities 2025: $700Net Assets 2025: $70,9372025

Highlighted filing

2021

Assets$59,327
Liabilities$700
Net Assets$58,627

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $28,196Expenses 2011: $36,436Net Income 2011: -$8,2402011Revenue 2012: $52,190Expenses 2012: $43,726Net Income 2012: $8,4642012Revenue 2013: $91,191Expenses 2013: $37,652Net Income 2013: $53,5392013Revenue 2014: $50,204Expenses 2014: $58,126Net Income 2014: -$7,9222014Revenue 2015: $59,432Expenses 2015: $70,586Net Income 2015: -$11,1542015Revenue 2016: $49,919Expenses 2016: $52,789Net Income 2016: -$2,8702016Revenue 2017: $60,058Expenses 2017: $71,187Net Income 2017: -$11,1292017Revenue 2018: $120,341Expenses 2018: $127,220Net Income 2018: -$6,8792018Revenue 2019: $48,114Expenses 2019: $42,032Net Income 2019: $6,0822019Revenue 2020: $39,714Expenses 2020: $32,825Net Income 2020: $6,8892020Revenue 2021: $27,209Expenses 2021: $22,429Net Income 2021: $4,7802021Revenue 2022: $37,015Expenses 2022: $34,284Net Income 2022: $2,7312022Revenue 2023: $51,372Expenses 2023: $39,685Net Income 2023: $11,6872023Revenue 2024: $46,096Expenses 2024: $34,420Net Income 2024: $11,6762024Revenue 2025: $40,306Expenses 2025: $54,090Net Income 2025: -$13,7842025

Highlighted filing

2021

Revenue$27,209
Expenses$22,429
Net Income$4,780
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 28, 2021
Return Version
2020v4.1
Gross Receipts
$27,381
Mission and Program Overview

Mission

To promote the welfare of children and youth in home, school, community, and place of worship.

Program Services

DescriptionGrantsExpenses
CLASSROOM ENRICHMENT$0$5,081
STAFF APPRECIATION/LUNCHES, GIFTS, DINNERS$0$4,506
STUDENT RELATED/YEARBOOK, FIELD DAY, 5TH GRADE ACTIVITIES$0$2,988
PTA SERVICES/FLOWERS, ONE BOOK TWO BOOK$0$2,504
PRINCIPALS FUND$0$1,350
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHELLE BARMANCo-PresidentPT$0--
AMY HERRERACo-PresidentPT$0--
SARIN CHEUNGPast PresidentPT$0--
MARGOT SIMMONSSecretaryPT$0--
WEATHERLY HAMMONDCo-TreasurerPT$0--
LAUREN MACNEILLCo-TreasurerPT$0--
KATHERINE WHEEVP CommunicationsPT$0--
AMY FRENCHVP FundraisingPT$0--
CORY TEBBUTTVP FundraisingPT$0--
JILL CURRANVP VolunteersPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundraiser$12,680$12,680-$12,680
Logo Wear$4,148$4,148-$4,148
Total Events$20,455$20,455-$20,455
Filing and Contact Details

Filer

Filer Name
Saugatuck Elementary School Pta
EIN
04-3681812
Phone
2032212900
Address
170 RIVERSIDE AVENUE, WESTPORT, CT 06880

Signing Officer

Name
Weatherly Hammond
Title
Treasurer
Phone
9178411799
Signed
2021-10-28
Discuss with paid preparer
Yes

Preparer

Firm
Capossela Cohen LLC
Address
368 CENTER STREET, SOUTHPORT, CT 06890
Preparer
Joseph V Barranca CPA
Phone
2032547000
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 16.

Form 990-ez, Part I, Line 10 - Payments to Affiliates

Affiliate name: ct pta. Affiliate address: 540 washington ave north haven, ct 06519. Purpose of payment: dues. Amount of payment: 1,067.

Form 990-ez, Part I, Line 10 - Payments to Affiliates

Affiliate name: westport pta council. Affiliate address: 3 bobwhite dr westport, ct 06880. Purpose of payment: dues. Amount of payment: 230. Total included on form 990-ez, line 10: 1,297.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: end racism. Grantee name: westport pta council. Grantee address: 12 sugar maple lane westport, ct 06880. Grantee relationship: affiliate. Date of gift: 12/07/20. Amount given: 125.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: schools permanent art collection. Grantee name: friends of westpac inc. Grantee address: po box 688 westport, ct 06881. Date of gift: 02/11/21. Amount given: 300.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: community fun day-sped. Grantee name: westport pta council. Grantee address: 3 bobwhite dr westport, ct 06880. Grantee relationship: affiliate. Date of gift: 12/07/20. Amount given: 63.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: tuition grant. Grantee name: staples high school. Grantee address: 70 north ave westport, ct 06880. Grantee relationship: affiliate. Date of gift: 05/12/21. Amount given: 500. Total included on form 990-ez, line 10: 988.

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

Description: administrative-quickbooks,bank fees,checks. Amount: 1,459. Description: pta services-flowers, one book two . Amount: 2,504. Description: classroom enrichment. Amount: 5,081. Description: staff appreciation-lunches,gifts,dinners. Amount: 4,506. Description: student related expenses-yearbook,field day,5th grade celebrations. Amount: 2,988. Description: insurance. Amount: 450. Description: school grounds. Amount: 931. Description: principals fund. Amount: 1,350. Total to form 990-ez, line 16: 19,269.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: accounts payable. Beg. Of year amount: 700. End of year amount: 700.

Raw XML Appendix256 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MICHELLE BARMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1AMY HERRERA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5CO-TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP COMMUNICATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VP FUNDRAISING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8VP FUNDRAISING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9VP VOLUNTEERS
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt019269
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
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IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE THE WELFARE OF CHILDREN AND YOUTH IN HOME, SCHOOL, COMMUNITY, AND PLACE OF WORSHIP.
IRS990EZ/PrintingPublicationsPostageAmt0175
IRS990EZ/ProgramServiceRevenueAmt01122
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CLASSROOM ENRICHMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1STAFF APPRECIATION/LUNCHES, GIFTS, DINNERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2STUDENT RELATED/YEARBOOK, FIELD DAY, 5TH GRADE ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3PTA SERVICES/FLOWERS, ONE BOOK TWO BOOK
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt4PRINCIPALS FUND
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 16.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AFFILIATE NAME: CT PTA. AFFILIATE ADDRESS: 540 WASHINGTON AVE NORTH HAVEN, CT 06519. PURPOSE OF PAYMENT: DUES. AMOUNT OF PAYMENT: 1,067.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AFFILIATE NAME: WESTPORT PTA COUNCIL. AFFILIATE ADDRESS: 3 BOBWHITE DR WESTPORT, CT 06880. PURPOSE OF PAYMENT: DUES. AMOUNT OF PAYMENT: 230. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 1,297.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: END RACISM. GRANTEE NAME: WESTPORT PTA COUNCIL. GRANTEE ADDRESS: 12 SUGAR MAPLE LANE WESTPORT, CT 06880. GRANTEE RELATIONSHIP: AFFILIATE. DATE OF GIFT: 12/07/20. AMOUNT GIVEN: 125.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACTIVITY CLASSIFICATION: SCHOOLS PERMANENT ART COLLECTION. GRANTEE NAME: FRIENDS OF WESTPAC INC. GRANTEE ADDRESS: PO BOX 688 WESTPORT, CT 06881. DATE OF GIFT: 02/11/21. AMOUNT GIVEN: 300.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ACTIVITY CLASSIFICATION: COMMUNITY FUN DAY-SPED. GRANTEE NAME: WESTPORT PTA COUNCIL. GRANTEE ADDRESS: 3 BOBWHITE DR WESTPORT, CT 06880. GRANTEE RELATIONSHIP: AFFILIATE. DATE OF GIFT: 12/07/20. AMOUNT GIVEN: 63.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ACTIVITY CLASSIFICATION: TUITION GRANT. GRANTEE NAME: STAPLES HIGH SCHOOL. GRANTEE ADDRESS: 70 NORTH AVE WESTPORT, CT 06880. GRANTEE RELATIONSHIP: AFFILIATE. DATE OF GIFT: 05/12/21. AMOUNT GIVEN: 500. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 988.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7DESCRIPTION: ADMINISTRATIVE-QUICKBOOKS,BANK FEES,CHECKS. AMOUNT: 1,459. DESCRIPTION: PTA SERVICES-FLOWERS, ONE BOOK TWO . AMOUNT: 2,504. DESCRIPTION: CLASSROOM ENRICHMENT. AMOUNT: 5,081. DESCRIPTION: STAFF APPRECIATION-LUNCHES,GIFTS,DINNERS. AMOUNT: 4,506. DESCRIPTION: STUDENT RELATED EXPENSES-YEARBOOK,FIELD DAY,5TH GRADE CELEBRATIONS. AMOUNT: 2,988. DESCRIPTION: INSURANCE. AMOUNT: 450. DESCRIPTION: SCHOOL GROUNDS. AMOUNT: 931. DESCRIPTION: PRINCIPALS FUND. AMOUNT: 1,350. TOTAL TO FORM 990-EZ, LINE 16: 19,269.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 700. END OF YEAR AMOUNT: 700.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WEATHERLY HAMMOND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09178411799
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAUGATUCK ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O WEATHERLY HAMMOND
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0043681812
ReturnHeader/Filer/PhoneNum02032212900
ReturnHeader/Filer/USAddress/AddressLine1Txt0170 RIVERSIDE AVENUE
ReturnHeader/Filer/USAddress/CityNm0WESTPORT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006880
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061415579
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CAPOSSELA COHEN LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0368 CENTER STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SOUTHPORT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006890
ReturnHeader/PreparerPersonGrp/PhoneNum02032547000
ReturnHeader/PreparerPersonGrp/PreparationDt02021-10-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH V BARRANCA CPA
ReturnHeader/ReturnTs02021-11-15T16:02:04-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WEATHERLY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HAMMOND
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.72$0.01$0.71$0.40$0.54$0.14
2024Detailed filing. Detailed filing data is available for this year.$0.85$0.01$0.85$0.46$0.34$0.12
2023Detailed filing. Detailed filing data is available for this year.$0.74$0.01$0.73$0.51$0.40$0.12
2022Detailed filing. Detailed filing data is available for this year.$0.62$0.01$0.61$0.37$0.34$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.59$0.01$0.59$0.27$0.22$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.55$0.01$0.54$0.40$0.33$0.07
2019Detailed filing. Detailed filing data is available for this year.$0.48$0.01$0.47$0.48$0.42$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.42$0.01$0.41$1.20$1.27$0.07
2017Detailed filing. Detailed filing data is available for this year.$0.48$0.01$0.48$0.60$0.71$0.11
2016Detailed filing. Detailed filing data is available for this year.$0.60$0.01$0.59$0.50$0.53$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.62$0.01$0.62$0.59$0.71$0.11
2014Detailed filing. Detailed filing data is available for this year.$0.74$0.01$0.73$0.50$0.58$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.82$0.01$0.81$0.91$0.38$0.54
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.28$0.01$0.27$0.52$0.44$0.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.20$0.01$0.19$0.28$0.36$0.08