Civic Intelligence

PTA Connecticut Congress Rowayton

990 • Fiscal year 2014 • EIN 06-0994158

Sep 01, 2013 to Aug 31, 2014 • Filed on Jul 07, 2015

1 Roton AvenueRowayton, CT 06853-1533

(203) 899-2940

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

58th percentile

6.9%

Higher net margin than 58% 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

82nd percentile

41%

Faster asset growth than 82% of similar nonprofits.

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

Revenue Growth

87th percentile

58%

Faster revenue growth than 87% of similar nonprofits.

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

Assets

Up

$55,893

Up $16,306 (+41%) from 2013

Net Assets

Up

$55,893

Up $16,306 (+41%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Up

$234,809

Up $85,736 (+58%) from 2013

Expenses

Up

$218,503

Up $43,355 (+25%) from 2013

Net Income

Up

$16,306

Up $42,381 (+163%) 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 2011: $77,020Liabilities 2011: $0Net Assets 2011: $77,0202011Assets 2012: $65,662Liabilities 2012: $0Net Assets 2012: $65,6622012Assets 2013: $39,587Liabilities 2013: $0Net Assets 2013: $39,5872013Assets 2014: $55,893Liabilities 2014: $0Net Assets 2014: $55,8932014Assets 2015: $88,311Liabilities 2015: $0Net Assets 2015: $88,3112015Assets 2016: $95,886Liabilities 2016: $0Net Assets 2016: $95,8862016Assets 2017: $102,669Liabilities 2017: $0Net Assets 2017: $102,6692017Assets 2018: $92,894Liabilities 2018: $0Net Assets 2018: $92,8942018Assets 2019: $77,017Liabilities 2019: $0Net Assets 2019: $77,0172019Assets 2021: $130,862Liabilities 2021: $0Net Assets 2021: $130,8622021Assets 2022: $111,008Liabilities 2022: $0Net Assets 2022: $111,0082022Assets 2023: $138,259Liabilities 2023: $0Net Assets 2023: $138,2592023Assets 2024: $188,707Liabilities 2024: $0Net Assets 2024: $188,7072024

Highlighted filing

2014

Assets$55,893
Liabilities$0
Net Assets$55,893

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2011: $121,743Expenses 2011: $100,607Net Income 2011: $21,1362011Expenses 2012: $157,1362012Revenue 2013: $149,073Expenses 2013: $175,148Net Income 2013: -$26,0752013Revenue 2014: $234,809Expenses 2014: $218,503Net Income 2014: $16,3062014Revenue 2015: $252,587Expenses 2015: $220,169Net Income 2015: $32,4182015Revenue 2016: $253,306Expenses 2016: $245,731Net Income 2016: $7,5752016Revenue 2017: $243,383Expenses 2017: $236,600Net Income 2017: $6,7832017Revenue 2018: $260,395Expenses 2018: $270,170Net Income 2018: -$9,7752018Revenue 2019: $290,621Expenses 2019: $306,498Net Income 2019: -$15,8772019Revenue 2021: $73,373Expenses 2021: $62,174Net Income 2021: $11,1992021Revenue 2022: $81,743Expenses 2022: $101,597Net Income 2022: -$19,8542022Revenue 2023: $252,282Expenses 2023: $225,031Net Income 2023: $27,2512023Revenue 2024: $335,796Expenses 2024: $285,348Net Income 2024: $50,4482024

Highlighted filing

2014

Revenue$234,809
Expenses$218,503
Net Income$16,306
Jump To
Filing Snapshot
Filing Period
Sep 1, 2013 to Aug 31, 2014
Signed
Jul 7, 2015
Return Version
2013v4.0
Gross Receipts
$319,418
Mission and Program Overview

Mission

The purposes of the pta connecticut congress rowayton is to promote the welfare of children and youth in home, school and community, to raise the parents' involvement in the education of their children, to champion adequate laws for the care and protection of children in the community, to bring into closer relation the home and the school, that parents and teachers may cooperate intelligently in the education of children and youth, and to develop between educators and the general public such united efforts as will secure for all children and youth the highest advantages in physical, mental and social education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$39,587$55,893▲ $16,306
Total Assets$39,587$55,893▲ $16,306
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$39,587$55,893▲ $16,306
Total Net Assets Fund Balance$39,587$55,893▲ $16,306
Total Liabilities and Net Assets / Fund Balance$39,587$55,893▲ $16,306
Compensation and Service Providers

Board Members and Trustees

NameTitle
Nora KingPtoc Chair
Robyn Kammerer1st Public R
Tory Woodruff1st Vice Pre
Jennifer Bickerton2nd Public R
Joanne Van Steen2nd Vice Pre
Christina VahleFirst Commun
Jody SattlerFirst Presid
Jody NeaderlandFirst Treasu
Helene BartilucciHuman Relati
Sara ReillySchool Princ
Vanessa BreeseSecond Commu
Gina LegnaniSecond Presi
Jennie StantonSecond Treas
Sarah WatersSecretary
Marla MajewskiSponsorship
Jeannine WaxTeacher Pta
Kate MauraisTeacher Pta
Revenue and Support

Revenue Composition

Contributions and Grants
$63,594
Program Service Revenue
$120,079
Investment Income
$30
Other Revenue
$51,106
All Other Contributions
$28,573
Change in Net Assets
$16,306
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$218,503
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$42,288--$42,288
Information Technology$24,780--$24,780
Other Expenses$14,909--$14,909
Conferences and Meetings$2,184--$2,184
Insurance-$1,853-$1,853
Fees for Services Accounting-$1,500-$1,500
Office Expenses-$670-$670
Total Functional Expenses$214,480$4,023$0$218,503
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$133,551
Fundraising Direct Expenses$84,609
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$70,148$69,701$7,675$62,026
Event 2$41,721$40,939$1,538$39,401
Total Events$143,630$133,551$84,609$48,942
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
Backup withholding compliance
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
Yes
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 11B

The independent certified public accountant for the pta connecticut congress rowayton prepares the annual form 990 on behalf of the organization. A copy of the completed for 990 is provided to every officer and member of the board of directors for review and approval prior to its filing with the internal revenue service on an annual basis.

Form 990, Page 6, Part VI, Line 12C

Each local unit receives a copy of the bylaws from the connecticut parent teacher student association which includes the conflict of interest policy. It notes whenever a conflict of interest arises; the individual must disclose the existence of the financial interest and be given the opportunity to disclose all material facts to the directors and members of committees with governing board delegated powers considering the proposed transaction. The governing board or committee meets to discuss the determination of the conflict of interest and votes upon the matter. The copies of the conflict of interest policies are kept in the president's office.

Form 990, Page 6, Part VI, Line 19

The pta connecticut congress rowayton makes its governing documents, its conflict of interest policy, all form 990s and its financial statements available to the public upon request. All such documents are on file in the organization's office.

Filing and Contact Details

Filer

EIN
06-0994158
Phone
2038992940

Signing Officer

Name
Jennie Stanton
Title
Second Treasurer
Phone
2038992940
Signed
2015-07-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jennie Stanton
Formed
1955
Legal Domicile
Ct
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
100

Preparer

Preparer
Jessica Siperas CPA
Phone
8606778303
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The purposes of the pta connecticut congress rowayton is to promote the welfare of children and youth in home, school and community, to raise the parents' involvement in the education of their children, to champion adequate laws for the care and protection of children in the community, to bring into closer relation the home and the school, that parents and teachers may cooperate intelligently in the education of children and youth, and to develop between educators and the general public such united efforts as will secure for all children and youth the highest advantages in physical, mental and social education.

Form 990, Part IX, Line 24E

Classroom funds 9,207 0 0 enrichment 8,089 0 0 membership expenses 6,862 0 0 merchandise 6,167 0 0 repairs and maintenance 3,951 0 0 miscellaneous expenses 2,327 0 0 principal's fund 2,171 0 0 school yearbook 1,573 0 0 school handbook 875 0 0 heritage dinner 864 0 0 5th grade memory book 202 0 0

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IRS990/MissionDesc0THE PURPOSES OF THE PTA CONNECTICUT CONGRESS ROWAYTON IS TO PROMOTE THE WELFARE OF CHILDREN AND YOUTH IN HOME, SCHOOL AND COMMUNITY, TO RAISE THE PARENTS' INVOLVEMENT IN THE EDUCATION OF THEIR CHILDREN, TO CHAMPION ADEQUATE LAWS FOR THE CARE AND PROTECTION OF CHILDREN IN THE COMMUNITY, TO BRING INTO CLOSER RELATION THE HOME AND THE SCHOOL, THAT PARENTS AND TEACHERS MAY COOPERATE INTELLIGENTLY IN THE EDUCATION OF CHILDREN AND YOUTH, AND TO DEVELOP BETWEEN EDUCATORS AND THE GENERAL PUBLIC SUCH UNITED EFFORTS AS WILL SECURE FOR ALL CHILDREN AND YOUTH THE HIGHEST ADVANTAGES IN PHYSICAL, MENTAL AND SOCIAL EDUCATION.
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IRS990/OtherExpensesGrp/Desc0PROGRAM EXPENSES
IRS990/OtherExpensesGrp/Desc1CLASSROOM SUPPLIES
IRS990/OtherExpensesGrp/Desc2STUDENT NEWSPAPER
IRS990/OtherExpensesGrp/Desc3FIELD TRIPS
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IRS990/PrincipalOfficerNm0JENNIE STANTON
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IRS990/ProgramServiceRevenueGrp/Desc1BASKETBALL CLINIC
IRS990/ProgramServiceRevenueGrp/Desc2BOOK SALES
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IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt055893
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt063594
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt079
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0195374
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0205386
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01221236
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IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt09559
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IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0FALL FUNDRAISER
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PURPOSES OF THE PTA CONNECTICUT CONGRESS ROWAYTON IS TO PROMOTE THE WELFARE OF CHILDREN AND YOUTH IN HOME, SCHOOL AND COMMUNITY, TO RAISE THE PARENTS' INVOLVEMENT IN THE EDUCATION OF THEIR CHILDREN, TO CHAMPION ADEQUATE LAWS FOR THE CARE AND PROTECTION OF CHILDREN IN THE COMMUNITY, TO BRING INTO CLOSER RELATION THE HOME AND THE SCHOOL, THAT PARENTS AND TEACHERS MAY COOPERATE INTELLIGENTLY IN THE EDUCATION OF CHILDREN AND YOUTH, AND TO DEVELOP BETWEEN EDUCATORS AND THE GENERAL PUBLIC SUCH UNITED EFFORTS AS WILL SECURE FOR ALL CHILDREN AND YOUTH THE HIGHEST ADVANTAGES IN PHYSICAL, MENTAL AND SOCIAL EDUCATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE INDEPENDENT CERTIFIED PUBLIC ACCOUNTANT FOR THE PTA CONNECTICUT CONGRESS ROWAYTON PREPARES THE ANNUAL FORM 990 ON BEHALF OF THE ORGANIZATION. A COPY OF THE COMPLETED FOR 990 IS PROVIDED TO EVERY OFFICER AND MEMBER OF THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL PRIOR TO ITS FILING WITH THE INTERNAL REVENUE SERVICE ON AN ANNUAL BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EACH LOCAL UNIT RECEIVES A COPY OF THE BYLAWS FROM THE CONNECTICUT PARENT TEACHER STUDENT ASSOCIATION WHICH INCLUDES THE CONFLICT OF INTEREST POLICY. IT NOTES WHENEVER A CONFLICT OF INTEREST ARISES; THE INDIVIDUAL MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION. THE GOVERNING BOARD OR COMMITTEE MEETS TO DISCUSS THE DETERMINATION OF THE CONFLICT OF INTEREST AND VOTES UPON THE MATTER. THE COPIES OF THE CONFLICT OF INTEREST POLICIES ARE KEPT IN THE PRESIDENT'S OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PTA CONNECTICUT CONGRESS ROWAYTON MAKES ITS GOVERNING DOCUMENTS, ITS CONFLICT OF INTEREST POLICY, ALL FORM 990S AND ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. ALL SUCH DOCUMENTS ARE ON FILE IN THE ORGANIZATION'S OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CLASSROOM FUNDS 9,207 0 0 ENRICHMENT 8,089 0 0 MEMBERSHIP EXPENSES 6,862 0 0 MERCHANDISE 6,167 0 0 REPAIRS AND MAINTENANCE 3,951 0 0 MISCELLANEOUS EXPENSES 2,327 0 0 PRINCIPAL'S FUND 2,171 0 0 SCHOOL YEARBOOK 1,573 0 0 SCHOOL HANDBOOK 875 0 0 HERITAGE DINNER 864 0 0 5TH GRADE MEMORY BOOK 202 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$3.36$2.85$0.50
2023Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$2.52$2.25$0.27
2022Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.82$1.02$0.20
2021Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.73$0.62$0.11
2019Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$2.91$3.06$0.16
2018Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$2.60$2.70$0.10
2017Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$2.43$2.37$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$2.53$2.46$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$2.53$2.20$0.32
2014Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$2.35$2.19$0.16
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.40$0.00$0.40$1.49$1.75$0.26
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.66$0.00$0.66$1.57
2011Summary only. Only limited summary data is available for this year.$0.77$0.00$0.77$1.22$1.01$0.21