Civic Intelligence

PTA Connecticut Inc Middlebrook PTA

990EZ • Fiscal year 2021 • EIN 06-0994113

Jul 01, 2020 to Jun 30, 2021 • Filed on May 13, 2022

220 Middlebrook AvenueTrumbull, CT 06611

(203) 452-4411

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.

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

Liabilities / Revenue

56th percentile

0.00x

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

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

Net Margin

55th percentile

12%

Higher net margin than 55% 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

60th percentile

14%

Faster asset growth than 60% of similar nonprofits.

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

Revenue Growth

98th percentile

928%

Faster revenue growth than 98% of similar nonprofits.

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

Assets

Up

$23,661

Up $2,829 (+14%) from 2020

Net Assets

$23,661

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$22,903

Up $20,676 (+928%) from 2020

Expenses

Up

$20,074

Up $19,973 (+19775%) from 2020

Net Income

Up

$2,829

Up $703 (+33%) from 2020

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2012: $22,731Liabilities 2012: $02012Assets 2013: $31,000Liabilities 2013: $02013Assets 2014: $41,593Liabilities 2014: $02014Assets 2015: $27,343Liabilities 2015: $02015Assets 2016: $20,266Liabilities 2016: $02016Assets 2017: $36,855Liabilities 2017: $02017Assets 2018: $41,565Liabilities 2018: $02018Assets 2019: $18,706Liabilities 2019: $02019Assets 2020: $20,832Liabilities 2020: $02020Assets 2021: $23,661Liabilities 2021: $0Net Assets 2021: $23,6612021Assets 2022: $45,246Liabilities 2022: $0Net Assets 2022: $45,2462022Assets 2023: $54,719Liabilities 2023: $0Net Assets 2023: $54,7192023Assets 2024: $52,746Liabilities 2024: $0Net Assets 2024: $52,7462024

Highlighted filing

2021

Assets$23,661
Liabilities$0
Net Assets$23,661

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2012: $21,794Expenses 2012: $28,710Net Income 2012: -$6,9162012Revenue 2013: $29,972Expenses 2013: $21,703Net Income 2013: $8,2692013Revenue 2014: $6,425Expenses 2014: $250Net Income 2014: $6,1752014Revenue 2015: $0Expenses 2015: $458Net Income 2015: -$4582015Revenue 2016: -$6,509Expenses 2016: $568Net Income 2016: -$7,0772016Revenue 2017: $16,777Expenses 2017: $188Net Income 2017: $16,5892017Revenue 2018: $5,314Expenses 2018: $408Net Income 2018: $4,9062018Revenue 2019: -$7,192Expenses 2019: $139Net Income 2019: -$7,3312019Revenue 2020: $2,227Expenses 2020: $101Net Income 2020: $2,1262020Revenue 2021: $22,903Expenses 2021: $20,074Net Income 2021: $2,8292021Revenue 2022: $100,049Expenses 2022: $78,464Net Income 2022: $21,5852022Revenue 2023: $109,025Expenses 2023: $99,552Net Income 2023: $9,4732023Revenue 2024: $108,501Expenses 2024: $110,474Net Income 2024: -$1,9732024

Highlighted filing

2021

Revenue$22,903
Expenses$20,074
Net Income$2,829
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 13, 2022
Return Version
2020v4.2
Gross Receipts
$23,783
Mission and Program Overview

Mission

ELEMENTARY SCHOOL PTA

Program Services

DescriptionGrantsExpenses
THE MIDDLEBROOK PTA SUPPORTS THE TEACHERS AND STUDENTS THROUGHOUT THE SCHOOL YEAR WITH GRADE SPECIFIC EVENTS, EXTRA SUPPLIES, TOPIC ENHANCING GUEST SPEAKERS, DECORATIONS, BOOKFAIRS, DIVERSITY EVENTS, COMMUNITY NIGHTS, HEALTH SUPPLIES, HEALTH EDUCATION, TECHNOLOGY EDUCATION, AFTER-SCHOOL ENRICHMENT PROGRAMS, PLAY AND LEARNING SUPPLIES, ART & SAFETY EDUCATION.$0$17,575
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RACHEL DALTONTreasurerPT$0--
JENNIFER FARMERPresidentPT$0--
KATIE SMOLINSKYVice PresidentPT$0--
KATE COOKEVice PresidentPT$0--
ANASTASIA SCREPETISVice PresidentPT$0--
Filing and Contact Details

Filer

Filer Name
Pta Connecticut Inc Middlebrook Pta
EIN
06-0994113
Phone
2034524411
Address
220 MIDDLEBROOK AVENUE, TRUMBULL, CT 06611

Signing Officer

Name
Rachel Dalton
Title
Treasurer
Phone
2034524411
Signed
2022-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Citrin Cooperman Advisors LLC
Address
709 WESTCHESTER AVENUE, WHITE PLAINS, NY 10604
Preparer
Kelly Pegler
Phone
9149492990
Supplemental Narrative

Additional Explanations

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

Activity classification: . Grantee name: trumbull high school. Grantee address: 72 strobel rd trumbull, ct 06611. Amount given: 100.

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

Description: filing fees. Amount: 25. Description: insurance. Amount: 545. Description: processing fees. Amount: 673. Description: bank fees. Amount: 46. Description: information technology. Amount: 477. Description: dues. Amount: 633. Description: program expenses. Amount: 17,575. Total to form 990-ez, line 16: 19,974.

Raw XML Appendix170 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/BusinessName/BusinessNameLine1Txt0RACHEL DALTON
IRS990EZ/BooksInCareOfDetail/PhoneNum02034524411
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0220 MIDDLEBROOK AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0TRUMBULL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd006611
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt020832
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt023661
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IRS990EZ/DirectIndirectPltclExpendAmt00
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IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
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IRS990EZ/FundraisingGrossIncomeAmt05503
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0100
IRS990EZ/GrossReceiptsAmt023783
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt0579
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt020832
IRS990EZ/NetAssetsOrFundBalancesEOYAmt023661
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt020832
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt023661
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt26.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RACHEL DALTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JENNIFER FARMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KATIE SMOLINSKY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KATE COOKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ANASTASIA SCREPETIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE PRESIDENT
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt019974
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0ELEMENTARY SCHOOL PTA
IRS990EZ/ProgramServiceRevenueAmt015594
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE MIDDLEBROOK PTA SUPPORTS THE TEACHERS AND STUDENTS THROUGHOUT THE SCHOOL YEAR WITH GRADE SPECIFIC EVENTS, EXTRA SUPPLIES, TOPIC ENHANCING GUEST SPEAKERS, DECORATIONS, BOOKFAIRS, DIVERSITY EVENTS, COMMUNITY NIGHTS, HEALTH SUPPLIES, HEALTH EDUCATION, TECHNOLOGY EDUCATION, AFTER-SCHOOL ENRICHMENT PROGRAMS, PLAY AND LEARNING SUPPLIES, ART & SAFETY EDUCATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt017575
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt0880
IRS990EZ/SpecialEventsNetIncomeLossAmt04623
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CT
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt020074
IRS990EZ/TotalProgramServiceExpensesAmt017575
IRS990EZ/TotalRevenueAmt022903
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0MIDDLEBROOKELEMENTARY.COM/PTA
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02107
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01838
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01250
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0173
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt06368
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0475087
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearAmt020796
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus1YearAmt084682
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus2YearsAmt0132021
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus3YearsAmt0124109
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus4YearsAmt0107111
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt0468719
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt022903
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt086520
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0133021
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0125359
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0107284
IRS990ScheduleA/Total509Grp/TotalAmt0475087
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt022903
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt086520
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0133021
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0125359
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0107284
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0475087
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: . GRANTEE NAME: TRUMBULL HIGH SCHOOL. GRANTEE ADDRESS: 72 STROBEL RD TRUMBULL, CT 06611. AMOUNT GIVEN: 100.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: FILING FEES. AMOUNT: 25. DESCRIPTION: INSURANCE. AMOUNT: 545. DESCRIPTION: PROCESSING FEES. AMOUNT: 673. DESCRIPTION: BANK FEES. AMOUNT: 46. DESCRIPTION: INFORMATION TECHNOLOGY. AMOUNT: 477. DESCRIPTION: DUES. AMOUNT: 633. DESCRIPTION: PROGRAM EXPENSES. AMOUNT: 17,575. TOTAL TO FORM 990-EZ, LINE 16: 19,974.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
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/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RACHEL DALTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02034524411
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA CONNECTICUT INC MIDDLEBROOK PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0060994113
ReturnHeader/Filer/PhoneNum02034524411
ReturnHeader/Filer/USAddress/AddressLine1Txt0220 MIDDLEBROOK AVENUE
ReturnHeader/Filer/USAddress/CityNm0TRUMBULL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006611
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0872525370
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CITRIN COOPERMAN ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0709 WESTCHESTER AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WHITE PLAINS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010604
ReturnHeader/PreparerPersonGrp/PhoneNum09149492990
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KELLY PEGLER
ReturnHeader/ReturnTs02022-05-15T11:00:56-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RACHEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DALTON
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Peer Organizations

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Revenue$23,790
Assets$2,722

Revenue vs current organization

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Assets vs current organization

88% lower