Civic Intelligence

Staples High School PTA C/O Michelle Macris

990EZ • Fiscal year 2016 • EIN 06-0994415

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 26, 2016

70 North AvenueWestport, CT 06880

(203) 803-0630

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

67th percentile

0.03x

Higher debt load relative to assets than 67% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

67th percentile

0.02x

Higher debt load relative to revenue than 67% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

27th percentile

-7.4%

Higher net margin than 27% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

28th percentile

-11%

Faster asset growth than 28% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

18th percentile

-28%

Faster revenue growth than 18% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$27,641

Down $3,294 (-11%) from 2015

Net Assets

Down

$26,941

Down $3,294 (-11%) from 2015

Liabilities

Flat

$700

Flat from 2015

Revenue

Down

$44,465

Down $17,171 (-28%) from 2015

Expenses

Down

$47,759

Down $11,413 (-19%) from 2015

Net Income

Down

-$3,294

Down $5,758 (-234%) from 2015

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2012: $31,497Liabilities 2012: $875Net Assets 2012: $30,6222012Assets 2013: $28,145Liabilities 2013: $8752013Assets 2014: $28,646Liabilities 2014: $875Net Assets 2014: $27,7712014Assets 2015: $30,935Liabilities 2015: $700Net Assets 2015: $30,2352015Assets 2016: $27,641Liabilities 2016: $700Net Assets 2016: $26,9412016Assets 2017: $26,839Liabilities 2017: $700Net Assets 2017: $26,1392017Assets 2018: $26,600Liabilities 2018: $700Net Assets 2018: $25,9002018Assets 2019: $26,408Liabilities 2019: $700Net Assets 2019: $25,7082019Assets 2020: $21,006Liabilities 2020: $700Net Assets 2020: $20,3062020Assets 2021: $10,917Liabilities 2021: $700Net Assets 2021: $10,2172021Assets 2022: $24,370Liabilities 2022: $700Net Assets 2022: $23,6702022

Highlighted filing

2016

Assets$27,641
Liabilities$700
Net Assets$26,941

Operations Trend

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

$80K$60K$40K$20K$0-$20KRevenue 2012: $48,511Expenses 2012: $53,850Net Income 2012: -$5,3392012Revenue 2013: $45,188Expenses 2013: $48,540Net Income 2013: -$3,3522013Revenue 2014: $52,226Expenses 2014: $51,725Net Income 2014: $5012014Revenue 2015: $61,636Expenses 2015: $59,172Net Income 2015: $2,4642015Revenue 2016: $44,465Expenses 2016: $47,759Net Income 2016: -$3,2942016Revenue 2017: $45,442Expenses 2017: $46,244Net Income 2017: -$8022017Revenue 2018: $51,649Expenses 2018: $51,888Net Income 2018: -$2392018Revenue 2019: $52,151Expenses 2019: $52,343Net Income 2019: -$1922019Revenue 2020: $34,924Expenses 2020: $40,326Net Income 2020: -$5,4022020Revenue 2021: $49,834Expenses 2021: $59,923Net Income 2021: -$10,0892021Revenue 2022: $58,841Expenses 2022: $45,388Net Income 2022: $13,4532022

Highlighted filing

2016

Revenue$44,465
Expenses$47,759
Net Income-$3,294
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 26, 2016
Return Version
2015v2.1
Gross Receipts
$56,389
Mission and Program Overview

Mission

For the educational benefit and welfare of staples high school students

Program Services

DescriptionGrantsExpenses
SENIOR CLASS ACTIVITIES$0$0
TEACHER APPRECIATION$0$0
WRECKERS PROGRAM$0$0
MISC OTHER PROGORAM$0$0
PTA HOSPITALITY$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANNE MARIE FOXCo-PresidentPT$0--
SUE RUBINCo-PresidentPT$0--
MARQUERITE ROSSIRecording SecretaryPT$0--
DENISE BAERCo-TreasurerPT$0--
CATHRYN ROSCHENCo-TreasurerPT$0--
JENNIFER PUTNAM1st VP Ways And MeansPT$0--
RENEE SIVINSKI2nd VP CommunicationsPT$0--
EUGENIE TEN CATE3rd VP VolunteersPT$0--
LISA LESHER3rd VP VolunteersPT$0--
JODY BECK4th VP GraduationPT$0--
KATE ANDREWS4th VP GraduationPT$0--
ERIKA CARTER5th VP Member At LargePT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Staples Tuition Grant$11,800$11,800-$11,800
Book Fair Income$2,097$2,097-$2,097
Total Events$13,897$13,897-$13,897
Filing and Contact Details

Filer

Filer Name
Staples High School Pta
EIN
06-0994415
Phone
2038030630
Address
70 NORTH AVENUE, WESTPORT, CT 06880

Signing Officer

Name
Cathryn Roschen
Title
Treasurer
Phone
2038030630
Signed
2016-10-26
Discuss with paid preparer
Yes

Preparer

Firm
Capossela Cohen LLC
Address
368 CENTER STREET, SOUTHPORT, CT 06890
Preparer
Joseph V Barranca CPA
Phone
2032547000
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 35.

Form 990-ez, Part I, Line 10 - Payments to Affiliates

Affiliate name: ct pta . Affiliate address: 540 washington ave #4 new haven, ct 06519. Purpose of payment: dues. Amount of payment: 4,362.

Form 990-ez, Part I, Line 10 - Payments to Affiliates

Affiliate name: westport pta council. Affiliate address: 23 fillow street westport, ct 06880. Purpose of payment: dues. Amount of payment: 350. Total included on form 990-ez, line 10: 4,712.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: ceremonies. Grantee name: families in need fund. Grantee address: 110 myrtle avenue westport, ct 06880. Date of gift: 10/08/15. Amount given: 1,700.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: tuition grants. Grantee name: staples high school . Grantee address: 70 north ave westport, ct 06880. Grantee relationship: affiliate. Date of gift: 10/21/15. Amount given: 2,815.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: campership. Grantee name: families in need. Grantee address: 110 myrtle avenue westport, ct 06880. Date of gift: 10/08/15. Amount given: 1,200.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: youth development. Grantee name: positive youth development. Grantee address: 110 myrtle avenue westport, ct 06880. Date of gift: 10/09/15. Amount given: 750.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: art funding. Grantee name: westport permanent art collection. Grantee address: 60 roseville road westport, ct 06880. Grantee relationship: affiliate. Date of gift: 10/12/15. Amount given: 300.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: safe rides. Grantee name: safe rides of westport. Grantee address: 45 church lane westport, ct 06880. Date of gift: 10/08/15. Amount given: 1,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: video equipment for guidance. Grantee name: staples high school guidance dept. Grantee address: 70 north ave westport, ct 06880. Grantee relationship: affiliate. Date of gift: 05/24/16. Amount given: 1,948.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: filter water fountain. Grantee name: westport public schools. Grantee address: 110 myrtle avenue westport, ct 06880. Grantee relationship: affiliate. Date of gift: 06/15/16. Amount given: 909. Total included on form 990-ez, line 10: 10,622.

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

Description: directory expense. Amount: 4,252. Description: wreckers programs. Amount: 2,258. Description: insurance. Amount: 335. Description: teacher appreciation. Amount: 6,574. Description: senior class activities. Amount: 15,263. Description: pta hospitality. Amount: 801. Description: misc other program expenses. Amount: 1,247. Description: principals fund. Amount: 700. Total to form 990-ez, line 16: 31,430.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: accounts payable. Beg. Of year amount: 700. End of year amount: 700.

Raw XML Appendix268 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/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2RECORDING SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CO-TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CO-TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt51ST VP WAYS AND MEANS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt83RD VP VOLUNTEERS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt104TH VP GRADUATION
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt115TH VP MEMBER AT LARGE
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2WRECKERS PROGRAM
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 35.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AFFILIATE NAME: CT PTA . AFFILIATE ADDRESS: 540 WASHINGTON AVE #4 NEW HAVEN, CT 06519. PURPOSE OF PAYMENT: DUES. AMOUNT OF PAYMENT: 4,362.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AFFILIATE NAME: WESTPORT PTA COUNCIL. AFFILIATE ADDRESS: 23 FILLOW STREET WESTPORT, CT 06880. PURPOSE OF PAYMENT: DUES. AMOUNT OF PAYMENT: 350. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 4,712.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: CEREMONIES. GRANTEE NAME: FAMILIES IN NEED FUND. GRANTEE ADDRESS: 110 MYRTLE AVENUE WESTPORT, CT 06880. DATE OF GIFT: 10/08/15. AMOUNT GIVEN: 1,700.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACTIVITY CLASSIFICATION: TUITION GRANTS. GRANTEE NAME: STAPLES HIGH SCHOOL . GRANTEE ADDRESS: 70 NORTH AVE WESTPORT, CT 06880. GRANTEE RELATIONSHIP: AFFILIATE. DATE OF GIFT: 10/21/15. AMOUNT GIVEN: 2,815.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ACTIVITY CLASSIFICATION: CAMPERSHIP. GRANTEE NAME: FAMILIES IN NEED. GRANTEE ADDRESS: 110 MYRTLE AVENUE WESTPORT, CT 06880. DATE OF GIFT: 10/08/15. AMOUNT GIVEN: 1,200.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ACTIVITY CLASSIFICATION: YOUTH DEVELOPMENT. GRANTEE NAME: POSITIVE YOUTH DEVELOPMENT. GRANTEE ADDRESS: 110 MYRTLE AVENUE WESTPORT, CT 06880. DATE OF GIFT: 10/09/15. AMOUNT GIVEN: 750.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ACTIVITY CLASSIFICATION: ART FUNDING. GRANTEE NAME: WESTPORT PERMANENT ART COLLECTION. GRANTEE ADDRESS: 60 ROSEVILLE ROAD WESTPORT, CT 06880. GRANTEE RELATIONSHIP: AFFILIATE. DATE OF GIFT: 10/12/15. AMOUNT GIVEN: 300.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8ACTIVITY CLASSIFICATION: SAFE RIDES. GRANTEE NAME: SAFE RIDES OF WESTPORT. GRANTEE ADDRESS: 45 CHURCH LANE WESTPORT, CT 06880. DATE OF GIFT: 10/08/15. AMOUNT GIVEN: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9ACTIVITY CLASSIFICATION: VIDEO EQUIPMENT FOR GUIDANCE. GRANTEE NAME: STAPLES HIGH SCHOOL GUIDANCE DEPT. GRANTEE ADDRESS: 70 NORTH AVE WESTPORT, CT 06880. GRANTEE RELATIONSHIP: AFFILIATE. DATE OF GIFT: 05/24/16. AMOUNT GIVEN: 1,948.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10ACTIVITY CLASSIFICATION: FILTER WATER FOUNTAIN. GRANTEE NAME: WESTPORT PUBLIC SCHOOLS. GRANTEE ADDRESS: 110 MYRTLE AVENUE WESTPORT, CT 06880. GRANTEE RELATIONSHIP: AFFILIATE. DATE OF GIFT: 06/15/16. AMOUNT GIVEN: 909. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 10,622.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11DESCRIPTION: DIRECTORY EXPENSE. AMOUNT: 4,252. DESCRIPTION: WRECKERS PROGRAMS. AMOUNT: 2,258. DESCRIPTION: INSURANCE. AMOUNT: 335. DESCRIPTION: TEACHER APPRECIATION. AMOUNT: 6,574. DESCRIPTION: SENIOR CLASS ACTIVITIES. AMOUNT: 15,263. DESCRIPTION: PTA HOSPITALITY. AMOUNT: 801. DESCRIPTION: MISC OTHER PROGRAM EXPENSES. AMOUNT: 1,247. DESCRIPTION: PRINCIPALS FUND. AMOUNT: 700. TOTAL TO FORM 990-EZ, LINE 16: 31,430.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 700. END OF YEAR AMOUNT: 700.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CATHRYN ROSCHEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02038030630
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STAPLES HIGH SCHOOL PTA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O CATHRYN ROSCHEN
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0060994415
ReturnHeader/Filer/PhoneNum02038030630
ReturnHeader/Filer/USAddress/AddressLine1Txt070 NORTH AVENUE
ReturnHeader/Filer/USAddress/CityNm0WESTPORT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006880
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061415579
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CAPOSSELA COHEN LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0368 CENTER STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SOUTHPORT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006890
ReturnHeader/PreparerPersonGrp/PhoneNum02032547000
ReturnHeader/PreparerPersonGrp/PreparationDt02016-10-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH V BARRANCA CPA
ReturnHeader/ReturnTs02016-10-29T13:21:21-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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