Civic Intelligence

PTA Ct Congress North Mianus PTA - Ct

990 • Fiscal year 2021 • EIN 06-0994143

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 27, 2021

309 Palmer Hill RoadRiverside, CT 06878

(203) 637-9730

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

12th percentile

-47%

Higher net margin than 12% 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

25th percentile

-10%

Faster asset growth than 25% of similar nonprofits.

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

Revenue Growth

12th percentile

-65%

Faster revenue growth than 12% of similar nonprofits.

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

Assets

Down

$169,736

Down $19,568 (-10%) from 2020

Net Assets

Down

$169,736

Down $19,568 (-10%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$41,262

Down $75,505 (-65%) from 2020

Expenses

Down

$60,830

Down $46,131 (-43%) from 2020

Net Income

Down

-$19,568

Down $29,374 (-300%) from 2020

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0-$100KAssets 2011: $102,728Liabilities 2011: $0Net Assets 2011: $102,7282011Assets 2012: $125,633Liabilities 2012: $0Net Assets 2012: $125,6332012Assets 2013: $149,379Liabilities 2013: $0Net Assets 2013: $149,3792013Assets 2014: $157,688Liabilities 2014: $0Net Assets 2014: $157,6882014Assets 2015: $180,833Liabilities 2015: $0Net Assets 2015: $180,8332015Assets 2016: $125,044Liabilities 2016: $0Net Assets 2016: $125,0442016Assets 2017: $163,321Liabilities 2017: $0Net Assets 2017: $163,3212017Assets 2018: $156,412Liabilities 2018: $0Net Assets 2018: $156,4122018Assets 2019: $179,498Liabilities 2019: $0Net Assets 2019: $179,4982019Assets 2020: $189,304Liabilities 2020: $0Net Assets 2020: $189,3042020Assets 2021: $169,736Liabilities 2021: $0Net Assets 2021: $169,7362021Assets 2022: $185,730Liabilities 2022: $0Net Assets 2022: $185,7302022Assets 2023: $198,494Liabilities 2023: $0Net Assets 2023: $198,4942023Assets 2024: $199,334Liabilities 2024: $0Net Assets 2024: $199,3342024Assets 2025: $204,135Liabilities 2025: -$17Net Assets 2025: $204,1522025

Highlighted filing

2021

Assets$169,736
Liabilities$0
Net Assets$169,736

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $192,381Expenses 2011: $179,096Net Income 2011: $13,2852011Expenses 2012: $200,8382012Revenue 2013: $244,896Expenses 2013: $221,150Net Income 2013: $23,7462013Revenue 2014: $237,597Expenses 2014: $229,288Net Income 2014: $8,3092014Revenue 2015: $275,522Expenses 2015: $252,377Net Income 2015: $23,1452015Revenue 2016: $172,607Expenses 2016: $228,396Net Income 2016: -$55,7892016Revenue 2017: $169,256Expenses 2017: $130,979Net Income 2017: $38,2772017Revenue 2018: $175,071Expenses 2018: $181,980Net Income 2018: -$6,9092018Revenue 2019: $164,773Expenses 2019: $141,687Net Income 2019: $23,0862019Revenue 2020: $116,767Expenses 2020: $106,961Net Income 2020: $9,8062020Revenue 2021: $41,262Expenses 2021: $60,830Net Income 2021: -$19,5682021Revenue 2022: $132,125Expenses 2022: $116,131Net Income 2022: $15,9942022Revenue 2023: $174,275Expenses 2023: $161,511Net Income 2023: $12,7642023Revenue 2024: $201,460Expenses 2024: $200,620Net Income 2024: $8402024Revenue 2025: $164,310Expenses 2025: $159,492Net Income 2025: $4,8182025

Highlighted filing

2021

Revenue$41,262
Expenses$60,830
Net Income-$19,568
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 27, 2021
Return Version
2020v4.0
Gross Receipts
$63,401
Mission and Program Overview

Mission

To raise funds in order to enrich the curriculum & to enhance the educational programs offered at the school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$97,700$97,779▲ $79
Cash and Non-Interest-Bearing Accounts$91,604$71,957▼ $19,647
Total Assets$189,304$169,736▼ $19,568
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$189,304$169,736▼ $19,568
Total Net Assets Fund Balance$189,304$169,736▼ $19,568
Total Liabilities and Net Assets / Fund Balance$189,304$169,736▼ $19,568
Compensation and Service Providers

Board Members and Trustees

NameTitle
Elizabeth DehavenCo-president
Sarah KlocinskiCo-president
KIMBERLY O'DONNELLCo-treasurer
Melissa DevitaCo-treasurer
Corinne GiangregorioSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$17,095
Program Service Revenue
$2,668
Investment Income
$79
Other Revenue
$21,420
Change in Net Assets
$-19,568
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$60,830
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$13,777--$13,777
Other Expenses$5,950--$5,950
Fees for Services Accounting-$950-$950
Office Expenses-$838-$838
Insurance-$450-$450
Fees for Services Other-$300-$300
Total Functional Expenses$58,292$2,538$0$60,830
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$43,559
Fundraising Direct Expenses$22,139
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$31,541$31,541$17,630$13,911
Fall Photograph$5,355$5,355$2,550$2,805
Total Events$36,896$36,896$20,180$16,716
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

Organization's members are the parents of students attending the school.

Form 990, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Pta Ct Congress
EIN
06-0994143
Phone
2036379730
Address
309 PALMER HILL ROAD, RIVERSIDE, CT 06878

Signing Officer

Name
KIMBERLY O'DONNELL
Title
Co-treasurer
Phone
2036379730
Signed
2021-10-27

Organization Details

Principal Officer
KIMBERLY O'DONNELL
Legal Domicile
Ct
Voting Board Members
5
Independent Board Members
0
Employees
0

Preparer

Firm
Politi & Magnifico LLC
Address
5 EDGEWOOD AVENUE 3RD FLR, GREENWICH, CT 06830
Preparer
Frank Magnifico CPA
Phone
2038694560
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

Hospitality 4,514 0 0 teacher's welfare 3,882 0 0 moving up expenses 1,512 0 0 dues 1,507 0 0 miscellaneous 1,327 0 0 seminars 850 0 0 beautification 185 0 0 total 13,777 0 0

Raw XML Appendix331 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ORGANIZATION'S MEMBERS ARE THE PARENTS OF STUDENTS ATTENDING THE SCHOOL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3HOSPITALITY 4,514 0 0 TEACHER'S WELFARE 3,882 0 0 MOVING UP EXPENSES 1,512 0 0 DUES 1,507 0 0 MISCELLANEOUS 1,327 0 0 SEMINARS 850 0 0 BEAUTIFICATION 185 0 0 TOTAL 13,777 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 24E
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IRS990/TotalAssetsGrp/BOYAmt0189304
IRS990/TotalAssetsGrp/EOYAmt0169736
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt017095
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02538
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt058292
IRS990/TotalFunctionalExpensesGrp/TotalAmt060830
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0189304
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0169736
IRS990/TotalProgramServiceExpensesAmt058292
IRS990/TotalProgramServiceRevenueAmt02668
IRS990/TotalRevenueGrp/ExclusionAmt079
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02668
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt041262
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0189304
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0169736
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt0309 PALMER HILL ROAD
IRS990/USAddress/CityNm0RIVERSIDE
IRS990/USAddress/StateAbbreviationCd0CT
IRS990/USAddress/ZIPCd006878
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt00
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KIMBERLY O'DONNELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02036379730
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA CT CONGRESS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0NORTH MIANUS PTA- CT
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0060994143
ReturnHeader/Filer/PhoneNum02036379730
ReturnHeader/Filer/USAddress/AddressLine1Txt0309 PALMER HILL ROAD
ReturnHeader/Filer/USAddress/CityNm0RIVERSIDE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006878
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061531908
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0POLITI & MAGNIFICO LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05 EDGEWOOD AVENUE 3RD FLR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREENWICH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006830
ReturnHeader/PreparerPersonGrp/PhoneNum02038694560
ReturnHeader/PreparerPersonGrp/PreparationDt02021-10-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FRANK MAGNIFICO CPA
ReturnHeader/ReturnTs02021-11-05T09:38:13-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KIMBERLY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ODONNELL
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.04$0.00$2.04$1.64$1.59$0.05
2024Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$2.01$2.01$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$1.74$1.62$0.13
2022Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$1.32$1.16$0.16
2021Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.41$0.61$0.20
2020Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$1.17$1.07$0.10
2019Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$1.65$1.42$0.23
2018Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$1.75$1.82$0.07
2017Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$1.69$1.31$0.38
2016Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$1.73$2.28$0.56
2015Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$2.76$2.52$0.23
2014Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$2.38$2.29$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.49$0.00$1.49$2.45$2.21$0.24
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.26$0.00$1.26$2.01
2011Summary only. Only limited summary data is available for this year.$1.03$0.00$1.03$1.92$1.79$0.13