Civic Intelligence

Julian Curtiss School PTA

990EZ • Fiscal year 2018 • EIN 06-0994132

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 24, 2018

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

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

75th percentile

19%

Higher net margin than 75% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

70th percentile

18%

Faster asset growth than 70% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

50th percentile

0.7%

Faster revenue growth than 50% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$107,110

Up $16,200 (+18%) from 2017

Net Assets

Up

$107,110

Up $16,200 (+18%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$83,645

Up $589 (+0.7%) from 2017

Expenses

Down

$67,445

Down $7,250 (-9.7%) from 2017

Net Income

Up

$16,200

Up $7,839 (+94%) from 2017

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

2018

Assets$107,110
Liabilities$0
Net Assets$107,110

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

2018

Revenue$83,645
Expenses$67,445
Net Income$16,200
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 24, 2018
Return Version
2017v2.2
Gross Receipts
$100,604
Mission and Program Overview

Mission

Develope & maintain parent-teacher relationships

Program Services

DescriptionGrantsExpenses
COMMUNITY / SCHOOL / VOLUNTEER INVOLVEMENT & RECOGNITION-$43,010
STUDENT SUPPORT / ENRICHMENT & EDUCATION / AFTERS PROGRAM-$17,489
PARENT EDUCATION-INCLUDES DIRECTORY, HANDBOOK, OPEN HOUSE A & PARENTS TOGETHER-$210
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALISSA PECORACo PresidentPT$0--
JESSE BENNETTCo PresidentPT$0--
DORIS MEINELTTreasurer-$0--
PATTY BOLOGNASecretary-$0--
ROBERT CHANEYCo-President ElectPT$0--
KEN LEAVENSAssistant Treasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Parent Get Together$34,840$34,840$14,105$20,735
United Way Prog. Sevices$10,000$10,000-$10,000
Total Events$44,840$44,840$14,105$30,735
Filing and Contact Details

Filer

Filer Name
Julian Curtiss School Pta
EIN
06-0994132
Phone
2033488300
Address
180 EAST ELM STREET, GREENWICH, CT 06830-5755

Signing Officer

Name
Ken Leavens
Title
Treasurer
Phone
2033488300
Signed
2018-10-24
Discuss with paid preparer
Yes

Preparer

Firm
Roy Zold Accounting Services LLC
Address
248 MONTEREY CYPRESS BLVD, WINTER HAVEN, FL 33881
Preparer
Roy R Zold Sr
Phone
2035705904
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

C/v/s involvement & education 5501.

Form 990EZ, Part I, Line 16

PARENT EDUCATION 384.

Form 990EZ, Part I, Line 16

PHYSICAL ED PROGRAM 29.

Form 990EZ, Part I, Line 16

ARTS IN EDUCATION 11898.

Form 990EZ, Part I, Line 16

PUBLICATIONS 210.

Form 990EZ, Part I, Line 16

Grants & schlorships 2200.

Form 990EZ, Part I, Line 16

AFTERS PROGRAM 3362.

Form 990EZ, Part I, Line 16

BOOKFAIR 2699.

Form 990EZ, Part I, Line 16

YEARBOOK 5186.

Form 990EZ, Part I, Line 16

CONCERTS 2275.

Form 990EZ, Part I, Line 16

TECHNOLOGY 1168.

Form 990EZ, Part I, Line 16

TEACHERS FUND 2301.

Form 990EZ, Part I, Line 16

SCHOOL STORE 3278.

Form 990EZ, Part I, Line 16

5TH GRADE PARTY 3489.

Form 990EZ, Part I, Line 16

FIELD TRIPS 15921.

Form 990EZ, Part I, Line 16

Capital improvements 808.

Raw XML Appendix213 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/USAddress/CityNm0GREENWICH
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DORIS MEINELT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PATTY BOLOGNA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ROBERT CHANEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KEN LEAVENS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Develope & maintain parent-teacher relationships
IRS990EZ/PrintingPublicationsPostageAmt0954
IRS990EZ/ProgramServiceRevenueAmt033140
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PARENT EDUCATION-INCLUDES DIRECTORY, HANDBOOK, OPEN HOUSE A & PARENTS TOGETHER
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2COMMUNITY / SCHOOL / VOLUNTEER INVOLVEMENT & RECOGNITION
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt017489
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1210
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt243010
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
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IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
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IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt010922
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt011799
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt012251
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt052367
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt017
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt030
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt036
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0113
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt033140
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt038657
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt049754
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0122159
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0103330
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0347040
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt013
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt017
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt017
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt030
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt036
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0113
IRS990ScheduleA/InvestmentIncomeCYPct00.00030
IRS990ScheduleA/InvestmentIncomePYPct00.00030
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
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IRS990ScheduleA/PublicSupportPY509Pct00.99970
IRS990ScheduleA/PublicSupportTotal170Amt00
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0399520
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt014105
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0PARENT GET TOGETHER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0UNITED WAY PROG. SEVICES
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt010000
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt034840
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt010000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt044840
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt030735
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt014105
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt014105
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0C/V/S INVOLVEMENT & EDUCATION 5501.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PARENT EDUCATION 384.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PHYSICAL ED PROGRAM 29.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ARTS IN EDUCATION 11898.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PUBLICATIONS 210.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GRANTS & SCHLORSHIPS 2200.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6AFTERS PROGRAM 3362.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7BOOKFAIR 2699.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8YEARBOOK 5186.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9CONCERTS 2275.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10TECHNOLOGY 1168.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11TEACHERS FUND 2301.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12SCHOOL STORE 3278.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt135TH GRADE PARTY 3489.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14FIELD TRIPS 15921.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15CAPITAL IMPROVEMENTS 808.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KEN LEAVENS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02033488300
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JULIAN CURTISS SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0JULI
ReturnHeader/Filer/EIN0060994132
ReturnHeader/Filer/PhoneNum02033488300
ReturnHeader/Filer/USAddress/AddressLine1Txt0180 EAST ELM STREET
ReturnHeader/Filer/USAddress/CityNm0GREENWICH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd0068305755
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ReturnHeader/FilingSecurityInformation/IPDt02019-03-02
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm011:30:44
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROY ZOLD ACCOUNTING SERVICES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0248 MONTEREY CYPRESS BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WINTER HAVEN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033881
ReturnHeader/PreparerPersonGrp/PhoneNum02035705904
ReturnHeader/PreparerPersonGrp/PreparationDt02019-03-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROY R ZOLD SR
ReturnHeader/ReturnTs02019-03-02T11:30:50-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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