Civic Intelligence

Staples High School PTA C/O Michelle Macris

990EZ • Fiscal year 2020 • EIN 06-0994415

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 29, 2020

70 North AvenueWestport, CT 06880

(203) 341-1200

Siviq Scores

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

Liabilities / Assets

68th percentile

0.03x

Higher debt load relative to assets than 68% of similar nonprofits.

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

Liabilities / Revenue

65th percentile

0.02x

Higher debt load relative to revenue than 65% of similar nonprofits.

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

Net Margin

24th percentile

-15%

Higher net margin than 24% 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

19th percentile

-20%

Faster asset growth than 19% of similar nonprofits.

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

Revenue Growth

33rd percentile

-33%

Faster revenue growth than 33% of similar nonprofits.

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

Assets

Down

$21,006

Down $5,402 (-20%) from 2019

Net Assets

Down

$20,306

Down $5,402 (-21%) from 2019

Liabilities

Flat

$700

Flat from 2019

Revenue

Down

$34,924

Down $17,227 (-33%) from 2019

Expenses

Down

$40,326

Down $12,017 (-23%) from 2019

Net Income

Down

-$5,402

Down $5,210 (-2714%) from 2019

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

2020

Assets$21,006
Liabilities$700
Net Assets$20,306

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

2020

Revenue$34,924
Expenses$40,326
Net Income-$5,402
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 29, 2020
Return Version
2019v5.1
Gross Receipts
$34,924
Mission and Program Overview

Mission

For the educational benefit and welfare of staples high school students

Program Services

DescriptionGrantsExpenses
SENIOR CLASS ACTIVITIES$0$16,113
STAFF/TEACHERS APPRECIATION$0$6,498
WRECKERS PROGRAMS$0$6,156
MISC OTHER PROGRAMS$0$895
PTA HOSPITALITY$0$735
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CLAUDIA SHAUMCo-PresidentPT$0--
NETTA LEVYCo-PresidentPT$0--
MELISSA BIMSRecording SecretaryPT$0--
TAMI BENANAVCo-TreasurerPT$0--
MONIKA LAZAROCo-TreasurerPT$0--
CARRIE HOWARD1st VP Ways And MeansPT$0--
RITU JOHOREY2nd VP CommunicationsPT$0--
MICHELE CAREY-MOODY3rd VP VolunteersPT$0--
LEE GOLDSTEIN3rd VP VolunteersPT$0--
WENDY CONVERSE4th VP GraduationPT$0--
PENNY MILLER4th VP GraduationPT$0--
NANCY WILSON5th VP Member At LargePT$0--
Filing and Contact Details

Filer

Filer Name
Staples High School Pta
EIN
06-0994415
Phone
2033411200
Address
70 NORTH AVENUE, WESTPORT, CT 06880

Signing Officer

Name
Monika Lazaro
Title
Treasurer
Phone
9143185719
Signed
2020-10-29
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: 32.

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

Affiliate name: connecticut pta. Affiliate address: 540 washington ave ste 1 north haven, ct 06473. Purpose of payment: dues. Amount of payment: 2,937.

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

Affiliate name: westport pta council c/o eugene ten cate. Affiliate address: 12 sugar maple lane westport, ct 06880. Purpose of payment: dues. Amount of payment: 260. Total included on form 990-ez, line 10: 3,197.

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

Activity classification: tuition grants. Grantee name: staples high school. Grantee address: po box 5159 westport, ct 06881. Grantee relationship: affiliate. Date of gift: 02/06/20. Amount given: 800.

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

Activity classification: campership. Grantee name: dhs family programs. Grantee address: 110 myrtle avenue westport, ct 06880. Date of gift: 02/06/20. Amount given: 800.

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

Activity classification: art funding. Grantee name: westport permanent art collection. Grantee address: po box 688 westport, ct 06880. Grantee relationship: affiliate. Date of gift: 02/01/20. Amount given: 300.

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

Activity classification: ceremonies & celebrations. Grantee name: dhs family programs. Grantee address: 110 myrtle avenue westport, ct 06880. Date of gift: 02/06/20. Amount given: 1,700.

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

Activity classification: sped community fun. Grantee name: westport pta council. Grantee address: 8 windy hill road westport, ct 06880. Grantee relationship: affiliate. Date of gift: 10/25/19. Amount given: 125. Total included on form 990-ez, line 10: 3,725.

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

Description: directory expense. Amount: 1,293. Description: wreckers programs. Amount: 6,156. Description: insurance. Amount: 450. Description: staff/teacher appreciation. Amount: 6,498. Description: senior class activities. Amount: 16,113. Description: pta hospitality. Amount: 735. Description: misc other program expenses. Amount: 895. Total to form 990-ez, line 16: 32,140.

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

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

Raw XML Appendix258 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
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CO-TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CO-TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt51ST VP WAYS AND MEANS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt73RD VP VOLUNTEERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt83RD VP VOLUNTEERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt94TH VP GRADUATION
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt104TH VP GRADUATION
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt115TH VP MEMBER AT LARGE
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IRS990EZ/PrimaryExemptPurposeTxt0FOR THE EDUCATIONAL BENEFIT AND WELFARE OF STAPLES HIGH SCHOOL STUDENTS
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SENIOR CLASS ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1STAFF/TEACHERS APPRECIATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2WRECKERS PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3PTA HOSPITALITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt4MISC OTHER PROGRAMS
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 32.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AFFILIATE NAME: CONNECTICUT PTA. AFFILIATE ADDRESS: 540 WASHINGTON AVE STE 1 NORTH HAVEN, CT 06473. PURPOSE OF PAYMENT: DUES. AMOUNT OF PAYMENT: 2,937.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AFFILIATE NAME: WESTPORT PTA COUNCIL C/O EUGENE TEN CATE. AFFILIATE ADDRESS: 12 SUGAR MAPLE LANE WESTPORT, CT 06880. PURPOSE OF PAYMENT: DUES. AMOUNT OF PAYMENT: 260. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 3,197.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: TUITION GRANTS. GRANTEE NAME: STAPLES HIGH SCHOOL. GRANTEE ADDRESS: PO BOX 5159 WESTPORT, CT 06881. GRANTEE RELATIONSHIP: AFFILIATE. DATE OF GIFT: 02/06/20. AMOUNT GIVEN: 800.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACTIVITY CLASSIFICATION: CAMPERSHIP. GRANTEE NAME: DHS FAMILY PROGRAMS. GRANTEE ADDRESS: 110 MYRTLE AVENUE WESTPORT, CT 06880. DATE OF GIFT: 02/06/20. AMOUNT GIVEN: 800.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ACTIVITY CLASSIFICATION: ART FUNDING. GRANTEE NAME: WESTPORT PERMANENT ART COLLECTION. GRANTEE ADDRESS: PO BOX 688 WESTPORT, CT 06880. GRANTEE RELATIONSHIP: AFFILIATE. DATE OF GIFT: 02/01/20. AMOUNT GIVEN: 300.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ACTIVITY CLASSIFICATION: CEREMONIES & CELEBRATIONS. GRANTEE NAME: DHS FAMILY PROGRAMS. GRANTEE ADDRESS: 110 MYRTLE AVENUE WESTPORT, CT 06880. DATE OF GIFT: 02/06/20. AMOUNT GIVEN: 1,700.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ACTIVITY CLASSIFICATION: SPED COMMUNITY FUN. GRANTEE NAME: WESTPORT PTA COUNCIL. GRANTEE ADDRESS: 8 WINDY HILL ROAD WESTPORT, CT 06880. GRANTEE RELATIONSHIP: AFFILIATE. DATE OF GIFT: 10/25/19. AMOUNT GIVEN: 125. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 3,725.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8DESCRIPTION: DIRECTORY EXPENSE. AMOUNT: 1,293. DESCRIPTION: WRECKERS PROGRAMS. AMOUNT: 6,156. DESCRIPTION: INSURANCE. AMOUNT: 450. DESCRIPTION: STAFF/TEACHER APPRECIATION. AMOUNT: 6,498. DESCRIPTION: SENIOR CLASS ACTIVITIES. AMOUNT: 16,113. DESCRIPTION: PTA HOSPITALITY. AMOUNT: 735. DESCRIPTION: MISC OTHER PROGRAM EXPENSES. AMOUNT: 895. TOTAL TO FORM 990-EZ, LINE 16: 32,140.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9DESCRIPTION: 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 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 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/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MONIKA LAZARO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09143185719
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STAPLES HIGH SCHOOL PTA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O MONIKA LAZARO
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0060994415
ReturnHeader/Filer/PhoneNum02033411200
ReturnHeader/Filer/USAddress/AddressLine1Txt070 NORTH AVENUE
ReturnHeader/Filer/USAddress/CityNm0WESTPORT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006880
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A82A8A8790CFA67696EAE28C6C68A31764A966D3
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08FB7E3CFEC05273729753A99DC966FFAB1BE5C84
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.89.170.50
ReturnHeader/FilingSecurityInformation/IPDt02020-10-29
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm011:26:28
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/PreparationDt02020-10-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH V BARRANCA CPA
ReturnHeader/ReturnTs02020-11-16T14:16:06-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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