Civic Intelligence

Eastern Middle School PTA

990EZ • Fiscal year 2020 • EIN 06-0994135

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 04, 2020

51 Hendrie DriveRiverside, CT 06878

(203) 637-5095

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

74th percentile

25%

Higher net margin than 74% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

71st percentile

28%

Faster asset growth than 71% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

84th percentile

34%

Faster revenue growth than 84% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$113,202

Up $24,900 (+28%) from 2019

Net Assets

Up

$113,202

Up $24,900 (+28%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$101,208

Up $25,496 (+34%) from 2019

Expenses

Up

$76,308

Up $14,707 (+24%) from 2019

Net Income

Up

$24,900

Up $10,789 (+76%) from 2019

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $35,659Liabilities 2011: $02011Assets 2012: $20,246Liabilities 2012: $02012Assets 2013: $40,050Liabilities 2013: $02013Assets 2014: $59,116Liabilities 2014: $02014Assets 2015: $83,648Liabilities 2015: $0Net Assets 2015: $83,6482015Assets 2016: $61,115Liabilities 2016: $0Net Assets 2016: $61,1152016Assets 2017: $69,166Liabilities 2017: $0Net Assets 2017: $69,1662017Assets 2018: $74,191Liabilities 2018: $0Net Assets 2018: $74,1912018Assets 2019: $88,302Liabilities 2019: $0Net Assets 2019: $88,3022019Assets 2020: $113,202Liabilities 2020: $0Net Assets 2020: $113,2022020Assets 2021: $109,952Liabilities 2021: $0Net Assets 2021: $109,9522021Assets 2022: $122,075Liabilities 2022: $0Net Assets 2022: $122,0752022Assets 2023: $121,571Liabilities 2023: $0Net Assets 2023: $121,5712023Assets 2024: $117,264Liabilities 2024: $0Net Assets 2024: $117,2642024Assets 2025: $139,019Net Assets 2025: $139,0192025

Highlighted filing

2020

Assets$113,202
Liabilities$0
Net Assets$113,202

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $83,854Expenses 2011: $92,617Net Income 2011: -$8,7632011Revenue 2012: $42,949Expenses 2012: $58,362Net Income 2012: -$15,4132012Revenue 2013: $48,717Expenses 2013: $28,913Net Income 2013: $19,8042013Revenue 2014: $82,175Expenses 2014: $63,109Net Income 2014: $19,0662014Revenue 2015: $76,684Expenses 2015: $52,152Net Income 2015: $24,5322015Revenue 2016: $64,958Expenses 2016: $87,491Net Income 2016: -$22,5332016Revenue 2017: $63,029Expenses 2017: $54,978Net Income 2017: $8,0512017Revenue 2018: $66,971Expenses 2018: $61,946Net Income 2018: $5,0252018Revenue 2019: $75,712Expenses 2019: $61,601Net Income 2019: $14,1112019Revenue 2020: $101,208Expenses 2020: $76,308Net Income 2020: $24,9002020Revenue 2021: $79,876Expenses 2021: $83,126Net Income 2021: -$3,2502021Revenue 2022: $93,107Expenses 2022: $80,984Net Income 2022: $12,1232022Revenue 2023: $105,850Expenses 2023: $106,354Net Income 2023: -$5042023Revenue 2024: $89,950Expenses 2024: $94,257Net Income 2024: -$4,3072024Revenue 2025: $125,735Expenses 2025: $103,980Net Income 2025: $21,7552025

Highlighted filing

2020

Revenue$101,208
Expenses$76,308
Net Income$24,900
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 4, 2020
Return Version
2019v5.1
Gross Receipts
$122,530
Mission and Program Overview

Mission

To provide funds to benefit the students.

Program Services

DescriptionGrantsExpenses
Other Program Services - Provided to enhance the students educational experience.-$35,920
Curriculum Enrichment - Special cultural events for the students including guest speakers, trips to museums, exhibitions, symphonies, etc.-$17,951
Grade Level Events - Dances and picnics held to provide supervised social interaction between students in the same grade.-$4,224
Teachers Discretionary Funds - Provides funds for the teachers to purchase additional classroom supplies for use by the students to augment their learning experience.-$3,030
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sarah FugelsangCo-PresidentPT$0--
Stephanie BastekCo-PresidentPT$0--
Joanna WillotSecretary-$0--
Jane KimTreasurer-$0--
Anne GustafssonAssistant Treasurer-$0--
Amy PhillipsVP Education-$0--
Beth AslansanVP Events Programs-$0--
Dina MurphyVP Communications-$0--
Jennifer WolfeVP Community-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Sixth Grade Social Dance$25,861$18,103$13,115$4,988
School Spirit$16,767$13,414$8,116$5,298
Total Events$44,633$31,517$21,322$10,195
Filing and Contact Details

Filer

Filer Name
Eastern Middle School PTA
EIN
06-0994135
Address
51 Hendrie Drive, Riverside, CT 06878

Signing Officer

Name
Sarah Fugelsang
Title
CoPresident
Signed
2020-10-04
Discuss with paid preparer
No

Preparer

Firm
Sunny Taylor
Address
90 Havemeyer Lane, Old Greenwich, CT 06870
Preparer
Sunny Taylor
Phone
2036377898
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part III, Line 31

Other Program Services - Provided to enhance the students educational experience. Grants and allocations 0, Program service expenses 35,920

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

Curriculum Enrichment 17,951

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

Teachers Discretionary Funds 3,030

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

Grade Level Events 4,224

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

Other Program Services 35,420

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

Distinguished Teacher Award 500

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

Bank Charges and PayPal Fees 674

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

Insurance 450

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

PTA Dues 3,159

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

PTA Administration 879

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

Meetings 3,051

Raw XML Appendix209 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/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Sarah Fugelsang
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Stephanie Bastek
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Joanna Willot
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jane Kim
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Anne Gustafsson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Amy Phillips
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Co-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Assistant Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP Education
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP Events Programs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VP Communications
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8VP Community
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt069338
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To provide funds to benefit the students.
IRS990EZ/ProgramServiceRevenueAmt08343
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Curriculum Enrichment - Special cultural events for the students including guest speakers, trips to museums, exhibitions, symphonies, etc.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Teachers Discretionary Funds - Provides funds for the teachers to purchase additional classroom supplies for use by the students to augment their learning experience.
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IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsNetIncomeLossAmt010195
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TotalProgramServiceExpensesAmt061125
IRS990EZ/TotalRevenueAmt0101208
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt082665
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt064067
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt058549
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt057975
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt05
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt05
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt05
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt05
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt05
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt025
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99990
IRS990ScheduleA/PublicSupportCY509Pct00.00000
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IRS990ScheduleA/PublicSupportTotal170Amt0319413
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt082665
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt056157
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt057975
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0319413
IRS990ScheduleA/TotalSupportAmt0319438
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt013116
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IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt03353
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt02005
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Sixth Grade Social Dance
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0School Spirit
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt018103
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt013414
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt08116
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Other Program Services - Provided to enhance the students educational experience. Grants and allocations 0, Program service expenses 35,920
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Curriculum Enrichment 17,951
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Teachers Discretionary Funds 3,030
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Grade Level Events 4,224
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Other Program Services 35,420
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Distinguished Teacher Award 500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Bank Charges and PayPal Fees 674
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Insurance 450
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PTA Dues 3,159
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9PTA Administration 879
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Meetings 3,051
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Sarah Fugelsang
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CoPresident
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Eastern Middle School PTA
ReturnHeader/Filer/BusinessNameControlTxt0EAST
ReturnHeader/Filer/EIN0060994135
ReturnHeader/Filer/USAddress/AddressLine1Txt051 Hendrie Drive
ReturnHeader/Filer/USAddress/CityNm0Riverside
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006878
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0CB732BD969C89A7A15CCFA3A28E271A3E1510D33
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0CB732BD969C89A7A15CCFA3A28E271A3E1510D33
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt032.212.153.138
ReturnHeader/FilingSecurityInformation/IPDt02020-10-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm013:50:52
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Sunny Taylor
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt090 Havemeyer Lane
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Old Greenwich
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006870
ReturnHeader/PreparerPersonGrp/PhoneNum02036377898
ReturnHeader/PreparerPersonGrp/PreparationDt02020-10-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sunny Taylor
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-10-04T07:07:19-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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.$1.39$1.39$1.26$1.04$0.22
2024Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.90$0.94$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$1.06$1.06$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.93$0.81$0.12
2021Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.80$0.83$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$1.01$0.76$0.25
2019Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.76$0.62$0.14
2018Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.67$0.62$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.63$0.55$0.08
2016Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.65$0.87$0.23
2015Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.77$0.52$0.25
2014Summary only. Only limited summary data is available for this year.$0.59$0.00$0.82$0.63$0.19
2013Summary only. Only limited summary data is available for this year.$0.40$0.00$0.49$0.29$0.20
2012Summary only. Only limited summary data is available for this year.$0.20$0.00$0.43$0.58$0.15
2011Summary only. Only limited summary data is available for this year.$0.36$0.00$0.84$0.93$0.09