Civic Intelligence

Julian Curtiss School PTA

990EZ • Fiscal year 2014 • EIN 06-0994132

Jul 01, 2013 to Jun 30, 2014 • Filed on Sep 23, 2014

180 East Elm StreetGreenwich, CT 06830-5755

(203) 348-8300

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

33rd percentile

-3.4%

Higher net margin than 33% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

33rd percentile

-6.3%

Faster asset growth than 33% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

23rd percentile

-19%

Faster revenue growth than 23% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$69,636

Down $4,643 (-6.3%) from 2013

Net Assets

Down

$69,636

Down $4,643 (-6.3%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Down

$136,747

Down $31,716 (-19%) from 2013

Expenses

Down

$141,390

Down $11,860 (-7.7%) from 2013

Net Income

Down

-$4,643

Down $19,856 (-131%) from 2013

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2010: $40,580Net Assets 2010: $40,5802010Assets 2011: $52,397Liabilities 2011: $02011Assets 2012: $59,066Net Assets 2012: $59,0662012Assets 2013: $74,279Liabilities 2013: $0Net Assets 2013: $74,2792013Assets 2014: $69,636Liabilities 2014: $0Net Assets 2014: $69,6362014Assets 2015: $72,973Liabilities 2015: $02015Assets 2016: $82,549Liabilities 2016: $0Net Assets 2016: $82,5492016Assets 2017: $90,910Liabilities 2017: $0Net Assets 2017: $90,9102017Assets 2018: $107,110Liabilities 2018: $0Net Assets 2018: $107,1102018Assets 2019: $111,845Liabilities 2019: $0Net Assets 2019: $111,8452019Assets 2020: $119,508Liabilities 2020: $0Net Assets 2020: $119,5082020Assets 2021: $133,890Liabilities 2021: $21Net Assets 2021: $133,8692021Assets 2022: $141,584Liabilities 2022: $0Net Assets 2022: $141,5842022Assets 2023: $135,753Liabilities 2023: $0Net Assets 2023: $135,7532023Assets 2024: $153,978Liabilities 2024: $0Net Assets 2024: $153,9782024Assets 2025: $174,416Net Assets 2025: $174,4162025

Highlighted filing

2014

Assets$69,636
Liabilities$0
Net Assets$69,636

Operations Trend

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

$200K$100K$0-$100KRevenue 2010: $102,547Expenses 2010: $135,697Net Income 2010: -$33,1502010Revenue 2011: $144,307Expenses 2011: $132,490Net Income 2011: $11,8172011Revenue 2012: $131,171Expenses 2012: $124,502Net Income 2012: $6,6692012Revenue 2013: $168,463Expenses 2013: $153,250Net Income 2013: $15,2132013Revenue 2014: $136,747Expenses 2014: $141,390Net Income 2014: -$4,6432014Revenue 2015: $155,500Expenses 2015: $152,163Net Income 2015: $3,3372015Revenue 2016: $99,391Expenses 2016: $89,815Net Income 2016: $9,5762016Revenue 2017: $83,056Expenses 2017: $74,695Net Income 2017: $8,3612017Revenue 2018: $83,645Expenses 2018: $67,445Net Income 2018: $16,2002018Revenue 2019: $69,375Expenses 2019: $64,640Net Income 2019: $4,7352019Revenue 2020: $41,362Expenses 2020: $33,699Net Income 2020: $7,6632020Revenue 2021: $35,914Expenses 2021: $21,553Net Income 2021: $14,3612021Revenue 2022: $48,800Expenses 2022: $41,085Net Income 2022: $7,7152022Revenue 2023: $81,761Expenses 2023: $87,592Net Income 2023: -$5,8312023Revenue 2024: $58,728Expenses 2024: $40,503Net Income 2024: $18,2252024Revenue 2025: $87,337Expenses 2025: $66,899Net Income 2025: $20,4382025

Highlighted filing

2014

Revenue$136,747
Expenses$141,390
Net Income-$4,643
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Sep 23, 2014
Return Version
2013v3.1
Gross Receipts
$150,577
Mission and Program Overview

Mission

Develope & maintain parent-teacher relationships

Program Services

DescriptionGrantsExpenses
STUDENT SUPPORT / ENRICHMENT & EDUCATION / AFTERS PROGRAM-$125,404
COMMUNITY / SCHOOL / VOLUNTEER INVOLVEMENT & RECOGNITION-$6,250
PARENT EDUCATION-INCLUDES DIRECTORY, HANDBOOK, OPEN HOUSE A & PARENTS TOGETHER-$587
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SARAH MUIRCo PresidentPT$0--
KATHY CHATTORAJCo PresidentPT$0--
LORI ROBINSONTreasurer-$0--
PATTY BOLOGNASecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$10,701$10,701$2,893$7,808
Event 2$5,202$5,202$2,938$2,264
Total Events$15,903$15,903$5,831$10,072
Filing and Contact Details

Filer

EIN
06-0994132
Phone
2033488300

Signing Officer

Name
Jared Randall
Title
Treasurer
Phone
2033488300
Signed
2014-09-23

Preparer

Preparer
Roy R Zold Sr
Phone
2038133450
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

C/v/s involvement & education 5351. Parent education 899. Reading programs 1074. Physical ed program 395. Arts in education 12405. Student enrichment 111. Publications 587. Grants & schlorships 8144. Afters program 64793. Building inhancements 8165. Bookfair 2840. Yearbook 4705. Concerts 1457. Technology 5224. Teachers fund 2815. School store 1727. Principal's fund 288. 5th grade party 2707. Field trips 7809. School rewards & other programs 630.

Raw XML Appendix167 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/PhoneNum02032731034
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IRS990EZ/BooksInCareOfDetail/USAddress/City0GREENWICH
IRS990EZ/BooksInCareOfDetail/USAddress/State0CT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode006830
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt074279
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt069636
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4643
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt08367
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0150577
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt036
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt012251
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesEOYAmt069636
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt074279
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt069636
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SARAH MUIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KATHY CHATTORAJ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LORI ROBINSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PATTY BOLOGNA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0132126
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Develope & maintain parent-teacher relationships
IRS990EZ/PrintingPublicationsPostageAmt0897
IRS990EZ/ProgramServiceRevenueAmt0103330
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENT SUPPORT / ENRICHMENT & EDUCATION / AFTERS PROGRAM
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PARENT EDUCATION-INCLUDES DIRECTORY, HANDBOOK, OPEN HOUSE A & PARENTS TOGETHER
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2COMMUNITY / SCHOOL / VOLUNTEER INVOLVEMENT & RECOGNITION
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0125404
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1587
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt26250
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt013830
IRS990EZ/SpecialEventsNetIncomeLossAmt021130
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0141390
IRS990EZ/TotalProgramServiceExpensesAmt0132241
IRS990EZ/TotalRevenueAmt0136747
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt012251
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt011595
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt013317
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt011180
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt011472
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt059815
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt036
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt061
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt046
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt080
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt097
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0320
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0103330
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0130970
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt089009
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt098561
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt073644
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0495514
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt036
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt061
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt046
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt080
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt097
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0320
IRS990ScheduleA/InvestmentIncomeCYPct00.00060
IRS990ScheduleA/InvestmentIncomePYPct00.00220
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.99940
IRS990ScheduleA/PublicSupportPY509Pct00.99780
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0555329
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0115581
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0142565
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0102326
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0109741
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt085116
IRS990ScheduleA/Total509Grp/TotalAmt0555329
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0555649
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt05831
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt010701
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt05202
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt015903
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt010701
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt05202
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt015903
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0PARENT GET TOGETHER
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0HOLIDAY SHOP
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt010072
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt05831
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02893
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02938
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0C/V/S INVOLVEMENT & EDUCATION 5351. PARENT EDUCATION 899. READING PROGRAMS 1074. PHYSICAL ED PROGRAM 395. ARTS IN EDUCATION 12405. STUDENT ENRICHMENT 111. PUBLICATIONS 587. GRANTS & SCHLORSHIPS 8144. AFTERS PROGRAM 64793. BUILDING INHANCEMENTS 8165. BOOKFAIR 2840. YEARBOOK 4705. CONCERTS 1457. TECHNOLOGY 5224. TEACHERS FUND 2815. SCHOOL STORE 1727. PRINCIPAL'S FUND 288. 5TH GRADE PARTY 2707. FIELD TRIPS 7809. SCHOOL REWARDS & OTHER PROGRAMS 630.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JARED RANDALL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02033488300
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-09-23
ReturnHeader/Filer/BusinessName/BusinessNameLine10JULIAN CURTISS SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0JULI
ReturnHeader/Filer/EIN0060994132
ReturnHeader/Filer/PhoneNum02033488300
ReturnHeader/Filer/USAddress/AddressLine10180 EAST ELM STREET
ReturnHeader/Filer/USAddress/City0GREENWICH
ReturnHeader/Filer/USAddress/State0CT
ReturnHeader/Filer/USAddress/ZIPCode0068305755
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10ROY ZOLD ACCOUNTING SERVICES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10101 GLENVILLE ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0GREENWICH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode006831
ReturnHeader/PreparerPersonGrp/PhoneNum02038133450
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROY R ZOLD SR
ReturnHeader/ReturnTs02014-10-16T10:00:40-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.74$1.74$0.87$0.67$0.20
2024Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.59$0.41$0.18
2023Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.82$0.88$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.49$0.41$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.36$0.22$0.14
2020Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.41$0.34$0.08
2019Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.69$0.65$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.84$0.67$0.16
2017Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.83$0.75$0.08
2016Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.99$0.90$0.10
2015Summary only. Only limited summary data is available for this year.$0.73$0.00$1.56$1.52$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$1.37$1.41$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.74$0.00$0.74$1.68$1.53$0.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.59$0.59$1.31$1.25$0.07
2011Summary only. Only limited summary data is available for this year.$0.52$0.00$1.44$1.32$0.12
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.41$0.41$1.03$1.36$0.33