Civic Intelligence

North Street School Parent Teacher Association

990 • Fiscal year 2015 • EIN 06-0994145

Jul 01, 2014 to Jun 30, 2015 • Filed on Sep 15, 2015

381 North StreetGreenwich, CT 06830

(917) 509-1947

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

62nd percentile

9.0%

Higher net margin than 62% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

62nd percentile

9.9%

Faster asset growth than 62% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

74th percentile

22%

Faster revenue growth than 74% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$141,058

Up $12,700 (+9.9%) from 2014

Net Assets

Up

$141,058

Up $12,700 (+9.9%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Up

$141,712

Up $25,485 (+22%) from 2014

Expenses

Up

$129,012

Up $22,488 (+21%) from 2014

Net Income

Up

$12,700

Up $2,997 (+31%) from 2014

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $76,457Liabilities 2011: $0Net Assets 2011: $76,4572011Assets 2012: $90,215Liabilities 2012: $0Net Assets 2012: $90,2152012Assets 2013: $118,655Liabilities 2013: $0Net Assets 2013: $118,6552013Assets 2014: $128,358Liabilities 2014: $0Net Assets 2014: $128,3582014Assets 2015: $141,058Liabilities 2015: $0Net Assets 2015: $141,0582015Assets 2016: $187,450Liabilities 2016: $0Net Assets 2016: $187,4502016Assets 2017: $190,629Liabilities 2017: $0Net Assets 2017: $190,6292017Assets 2018: $196,133Liabilities 2018: $0Net Assets 2018: $196,1332018Assets 2019: $213,797Liabilities 2019: $0Net Assets 2019: $213,7972019Assets 2020: $201,173Liabilities 2020: $8,665Net Assets 2020: $192,5082020Assets 2021: $158,096Liabilities 2021: $10Net Assets 2021: $158,0862021Assets 2022: $175,021Liabilities 2022: $0Net Assets 2022: $175,0212022Assets 2023: $175,753Liabilities 2023: $258Net Assets 2023: $175,4952023Assets 2024: $168,789Liabilities 2024: $0Net Assets 2024: $168,7892024Assets 2025: $195,927Liabilities 2025: $0Net Assets 2025: $195,9272025

Highlighted filing

2015

Assets$141,058
Liabilities$0
Net Assets$141,058

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $105,053Expenses 2011: $75,799Net Income 2011: $29,2542011Expenses 2012: $83,9342012Revenue 2013: $94,869Expenses 2013: $66,429Net Income 2013: $28,4402013Revenue 2014: $116,227Expenses 2014: $106,524Net Income 2014: $9,7032014Revenue 2015: $141,712Expenses 2015: $129,012Net Income 2015: $12,7002015Revenue 2016: $122,356Expenses 2016: $75,964Net Income 2016: $46,3922016Revenue 2017: $128,598Expenses 2017: $125,419Net Income 2017: $3,1792017Revenue 2018: $141,738Expenses 2018: $136,234Net Income 2018: $5,5042018Revenue 2019: $203,438Expenses 2019: $185,774Net Income 2019: $17,6642019Revenue 2020: $104,743Expenses 2020: $126,032Net Income 2020: -$21,2892020Revenue 2021: $50,048Expenses 2021: $84,470Net Income 2021: -$34,4222021Revenue 2022: $142,902Expenses 2022: $125,967Net Income 2022: $16,9352022Revenue 2023: $198,067Expenses 2023: $197,593Net Income 2023: $4742023Revenue 2024: $170,436Expenses 2024: $177,142Net Income 2024: -$6,7062024Revenue 2025: $246,181Expenses 2025: $219,043Net Income 2025: $27,1382025

Highlighted filing

2015

Revenue$141,712
Expenses$129,012
Net Income$12,700
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Sep 15, 2015
Return Version
2014v5.0
Gross Receipts
$325,626
Mission and Program Overview

Mission

To promote supportive relationships between families and teachers through volunteer involvement.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$128,358$141,058▲ $12,700
Total Assets$128,358$141,058▲ $12,700
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$128,358$141,058▲ $12,700
Total Net Assets Fund Balance$128,358$141,058▲ $12,700
Total Liabilities and Net Assets / Fund Balance$128,358$141,058▲ $12,700
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jenny-dee WeedonCo-president
Marcy BraseltonCo-president
Kimberly BlankPresident Emerita
Germaine AndrussSecretary
Tina MathiasTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$34,336
Program Service Revenue
$0
Investment Income
$17
Other Revenue
$107,359
All Other Contributions
$3,322
Change in Net Assets
$12,700
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$129,012
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$121,341$815$0$122,156
Office Expenses$0$1,101$0$1,101
Fees for Services Accounting$0$710$0$710
Insurance$0$410$0$410
Other Expenses$0$359$0$359
Total Functional Expenses$121,341$7,671$0$129,012
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$291,273
Fundraising Direct Expenses$183,914
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Afters Program$128,845$128,845$107,801$21,044
Parents Social$80,680$80,680$16,837$63,843
Total Events$266,509$266,509$164,582$101,927
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
Annual disclosure for covered persons
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
North Street School Parent Teacher Association
EIN
06-0994145
Phone
9175091947
Address
381 NORTH STREET, GREENWICH, CT 06830

Signing Officer

Name
Tina Mathias
Title
Treasurer
Phone
9175091947
Signed
2015-09-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tina Mathias
Formed
1970
Legal Domicile
Ct
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
100

Preparer

Firm
Roy Zold Accounting Services LLC
Address
101 GLENVILLE ST, GREENWICH, CT 06831
Preparer
Roy R Zold Sr
Phone
2035705904
Supplemental Narrative

Additional Explanations

Pt VI, Line 6

Parents that pay dues are considered members

Pt VI, Line 7A

Members of the pta elect the officers

Pt VI, Line 7B

MEMBERS OF THE PTA VOTE ON CERTAIN ITEMS, ie YEARLY BUDGET

Pt VI, Line 11B

The form is reviewed by various members of its board

Pt VI, Line 12C

If conflict of interest issues occur,they are discussed at the monthly board meetings.

Form 990, Part III, Line 4D

Scholarships 3300. 0. 0. Curricular support 16236. 0. 0.

Form 990, Part IX, Line 24F

Class room fund 3750. 3750. 0. 0. Scholaeships 3300. 3300. 0. 0. Back to school picnic 1234. 1234. 0. 0. Hospitality 3675. 3675. 0. 0. Out reach 428. 428. 0. 0. 5th grade hospitality 223. 223. 0. 0. Teachers appreciation 3733. 3733. 0. 0. Author's day 1935. 1935. 0. 0. Cultural cafe 3100. 3100. 0. 0. Cultural enrichment 16213. 16213. 0. 0. Math superstars 27. 27. 0. 0. Reading incentives 1525. 1525. 0. 0. Curricular support 16236. 16236. 0. 0. Principal fund & sits support 45282. 45282. 0. 0. Te

Raw XML Appendix335 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/ExplanationTxt0PARENTS THAT PAY DUES ARE CONSIDERED MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS OF THE PTA ELECT THE OFFICERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERS OF THE PTA VOTE ON CERTAIN ITEMS, ie YEARLY BUDGET
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FORM IS REVIEWED BY VARIOUS MEMBERS OF ITS BOARD
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4IF CONFLICT OF INTEREST ISSUES OCCUR,THEY ARE DISCUSSED AT THE MONTHLY BOARD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SCHOLARSHIPS 3300. 0. 0. CURRICULAR SUPPORT 16236. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CLASS ROOM FUND 3750. 3750. 0. 0. SCHOLAESHIPS 3300. 3300. 0. 0. BACK TO SCHOOL PICNIC 1234. 1234. 0. 0. HOSPITALITY 3675. 3675. 0. 0. OUT REACH 428. 428. 0. 0. 5TH GRADE HOSPITALITY 223. 223. 0. 0. TEACHERS APPRECIATION 3733. 3733. 0. 0. AUTHOR'S DAY 1935. 1935. 0. 0. CULTURAL CAFE 3100. 3100. 0. 0. CULTURAL ENRICHMENT 16213. 16213. 0. 0. MATH SUPERSTARS 27. 27. 0. 0. READING INCENTIVES 1525. 1525. 0. 0. CURRICULAR SUPPORT 16236. 16236. 0. 0. PRINCIPAL FUND & SITS SUPPORT 45282. 45282. 0. 0. TE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part III, Line 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 24f
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IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0128358
IRS990/TotalAssetsEOYAmt0141058
IRS990/TotalAssetsGrp/BOYAmt0128358
IRS990/TotalAssetsGrp/EOYAmt0141058
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt034336
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt07671
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0121341
IRS990/TotalFunctionalExpensesGrp/TotalAmt0129012
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0128358
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0141058
IRS990/TotalOtherProgSrvcExpenseAmt019536
IRS990/TotalProgramServiceExpensesAmt0121341
IRS990/TotalRevenueGrp/ExclusionAmt0107359
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt017
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0141712
IRS990/TotalVolunteersCnt0100
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0128358
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0141058
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0128358
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0141058
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0135 PARK AVENUE
IRS990/USAddress/CityNm0GREENWICH
IRS990/USAddress/StateAbbreviationCd0CT
IRS990/USAddress/ZIPCd006830
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TINA MATHIAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09175091947
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-09-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NORTH STREET SCHOOL PARENT TEACHER ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0NORT
ReturnHeader/Filer/EIN0060994145
ReturnHeader/Filer/PhoneNum09175091947
ReturnHeader/Filer/USAddress/AddressLine1Txt0381 NORTH STREET
ReturnHeader/Filer/USAddress/CityNm0GREENWICH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006830
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROY ZOLD ACCOUNTING SERVICES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0101 GLENVILLE ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREENWICH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006831
ReturnHeader/PreparerPersonGrp/PhoneNum02035705904
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROY R ZOLD SR
ReturnHeader/ReturnTs02015-10-07T19:05:12-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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.$1.96$0.00$1.96$2.46$2.19$0.27
2024Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$1.70$1.77$0.07
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.76$0.00$1.75$1.98$1.98$0.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.75$0.00$1.75$1.43$1.26$0.17
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.58$0.00$1.58$0.50$0.84$0.34
2020Detailed filing. Detailed filing data is available for this year.$2.01$0.09$1.93$1.05$1.26$0.21
2019Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$2.03$1.86$0.18
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.96$0.00$1.96$1.42$1.36$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.91$0.00$1.91$1.29$1.25$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$1.22$0.76$0.46
2015Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$1.42$1.29$0.13
2014Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$1.16$1.07$0.10
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.19$0.00$1.19$0.95$0.66$0.28
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.90$0.00$0.90$0.84
2011Summary only. Only limited summary data is available for this year.$0.76$0.00$0.76$1.05$0.76$0.29
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • <$500k nonprofits