Civic Intelligence

PTA Connecticut Inc Middlebrook PTA

990EZ • Fiscal year 2023 • EIN 06-0994113

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 14, 2023

Organization ProfileMIDDLEBROOKELEMENTARY.COM/PTA
220 Middlebrooks AvenueTrumbull, CT 06611

(203) 450-2666

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

60th percentile

8.7%

Higher net margin than 60% 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

74th percentile

21%

Faster asset growth than 74% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

55th percentile

9.0%

Faster revenue growth than 55% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$54,719

Up $9,473 (+21%) from 2022

Net Assets

Up

$54,719

Up $9,473 (+21%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin60th percentile

Revenue

Up

$109,025

Up $8,976 (+9.0%) from 2022

Expenses

Up

$99,552

Up $21,088 (+27%) from 2022

Net Income

Down

$9,473

Down $12,112 (-56%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

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

2023

Assets$54,719
Liabilities$0
Net Assets$54,719
Open 2023 Filing

Operations Trend

Revenue Growth55th percentile

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

2023

Revenue$109,025
Expenses$99,552
Net Income$9,473
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 14, 2023
Return Version
2022v5.0
Gross Receipts
$152,206
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$89,976
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RACHEL DALTONTreasurerPT$0--
JENNIFER FARMERPresidentPT$0--
KATIE SMOLINSKYVice PresidentPT$0--
MELANIE KOSOPOULOSVice PresidentPT$0--
ANASTASIA SCREPETISVice PresidentPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Book Fair$13,998$13,998$13,842$156
Holiday Boutique$10,888$10,888$4,594$6,294
Total Events$52,442$52,442$28,385$24,057
Filing and Contact Details

Filer

Filer Name
Pta Connecticut Inc Middlebrook Pta
EIN
06-0994113
Phone
2034502666
Address
220 MIDDLEBROOKS AVENUE, TRUMBULL, CT 06611

Signing Officer

Name
Amanda Gargano
Title
Treasurer
Phone
2034502666
Signed
2023-11-14
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 16 - Other Expenses

“Description: office supplies. Amount: 267. Description: insurance. Amount: 545. Description: processing fees. Amount: 2,701. Description: bank fees. Amount: 79. Description: information technology/fees. Amount: 1,311. Description: dues. Amount: 1,673. Description: program expenses. Amount: 89,976. Description: miscellaneous. Amount: 1,071. Description: pta recognition dinner. Amount: 1,089. Total to form 990-ez, line 16: 98,712.”

Raw XML Appendix187 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/BusinessNameLine1Txt0AMANDA GARGANO
IRS990EZ/BooksInCareOfDetail/PhoneNum02034502666
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0220 MIDDLEBROOKS AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0TRUMBULL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd006611
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt045246
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt054719
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt02241
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt09473
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0840
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt054719
IRS990EZ/FundraisingGrossIncomeAmt075304
IRS990EZ/GrossReceiptsAmt0152206
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt02581
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt045246
IRS990EZ/NetAssetsOrFundBalancesEOYAmt054719
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt045246
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt054719
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt06.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt27.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt36.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt47.00
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/PersonNm3MELANIE KOSOPOULOS
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/OtherExpensesTotalAmt098712
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0ELEMENTARY SCHOOL PTA
IRS990EZ/ProgramServiceRevenueAmt072080
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/ProgramServiceExpensesAmt089976
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt043181
IRS990EZ/SpecialEventsNetIncomeLossAmt032123
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CT
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt099552
IRS990EZ/TotalProgramServiceExpensesAmt089976
IRS990EZ/TotalRevenueAmt0109025
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0MIDDLEBROOKELEMENTARY.COM/PTA
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04822
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01577
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02107
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01838
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt011344
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0147384
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0122844
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt020796
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt084682
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0132021
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0507727
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0519071
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0152206
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0124421
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt022903
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt086520
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0133021
IRS990ScheduleA/Total509Grp/TotalAmt0519071
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0152206
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0124421
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt022903
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt086520
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0133021
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0519071
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt028385
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0HOLIDAY BOUTIQUE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt013998
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt010888
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt027556
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt052442
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt013998
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt010888
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt027556
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt052442
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt024057
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt09949
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt028385
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt013842
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt04594
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt04
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 267. DESCRIPTION: INSURANCE. AMOUNT: 545. DESCRIPTION: PROCESSING FEES. AMOUNT: 2,701. DESCRIPTION: BANK FEES. AMOUNT: 79. DESCRIPTION: INFORMATION TECHNOLOGY/FEES. AMOUNT: 1,311. DESCRIPTION: DUES. AMOUNT: 1,673. DESCRIPTION: PROGRAM EXPENSES. AMOUNT: 89,976. DESCRIPTION: MISCELLANEOUS. AMOUNT: 1,071. DESCRIPTION: PTA RECOGNITION DINNER. AMOUNT: 1,089. TOTAL TO FORM 990-EZ, LINE 16: 98,712.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 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/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0AMANDA GARGANO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02034502666
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA CONNECTICUT INC MIDDLEBROOK PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0060994113
ReturnHeader/Filer/PhoneNum02034502666
ReturnHeader/Filer/USAddress/AddressLine1Txt0220 MIDDLEBROOKS AVENUE
ReturnHeader/Filer/USAddress/CityNm0TRUMBULL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006611
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
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/PreparationDt02023-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KELLY PEGLER
ReturnHeader/ReturnTs02023-11-15T09:09:32-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0AMANDA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GARGANO
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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
$54,719
Liabilities
$0
Net assets
$54,719
Revenue
$109,025
Expenses
$99,552
Net income
$9,473
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$1.09$1.10$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$1.09$1.00$0.09
2022Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.45$0.00$0.45$1.00$0.78$0.22
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.24$0.00$0.24$0.23$0.20$0.03
2020Summary only. Only limited summary data is available for this year.$0.21$0.00$0.02$0.00$0.02
2019Summary only. Only limited summary data is available for this year.$0.19$0.00$0.07$0.00$0.07
2018Summary only. Only limited summary data is available for this year.$0.42$0.00$0.05$0.00$0.05
2017Summary only. Only limited summary data is available for this year.$0.37$0.00$0.17$0.00$0.17
2016Summary only. Only limited summary data is available for this year.$0.20$0.00$0.07$0.01$0.07
2015Summary only. Only limited summary data is available for this year.$0.27$0.00$0.00$0.00$0.00
2014Summary only. Only limited summary data is available for this year.$0.42$0.00$0.06$0.00$0.06
2013Summary only. Only limited summary data is available for this year.$0.31$0.00$0.30$0.22$0.08
2012Summary only. Only limited summary data is available for this year.$0.23$0.00$0.22$0.29$0.07