Civic Intelligence

Riverside School PTA

990 • Fiscal year 2025 • EIN 06-1097792

Jul 01, 2024 to Jun 30, 2025 • Filed on Sep 12, 2025

90 Hendrie AvenueRiverside, CT 06878

(917) 270-2571

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

Higher debt load relative to assets than 63% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

65th percentile

0.00x

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

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

39th percentile

-1.2%

Higher net margin than 39% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

43rd percentile

-0.9%

Faster asset growth than 43% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

29th percentile

-14%

Faster revenue growth than 29% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Down

$340,255

Down $3,034 (-0.9%) from 2024

Net Assets

Down

$339,904

Down $3,290 (-1.0%) from 2024

Liabilities

Up

$351

Up $256 (+269%) from 2024

Revenue

Down

$271,208

Down $44,365 (-14%) from 2024

Expenses

Up

$274,498

Up $19,497 (+7.6%) from 2024

Net Income

Down

-$3,290

Down $63,862 (-105%) from 2024

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $119,745Liabilities 2011: $02011Assets 2012: $129,575Liabilities 2012: $02012Assets 2013: $137,121Liabilities 2013: $02013Assets 2014: $166,533Liabilities 2014: $0Net Assets 2014: $166,5332014Assets 2015: $174,283Liabilities 2015: $0Net Assets 2015: $174,2832015Assets 2016: $178,874Liabilities 2016: $0Net Assets 2016: $178,8742016Assets 2017: $98,966Liabilities 2017: $0Net Assets 2017: $98,9662017Assets 2018: $152,524Liabilities 2018: $0Net Assets 2018: $152,5242018Assets 2019: $193,040Liabilities 2019: $0Net Assets 2019: $193,0402019Assets 2020: $223,285Liabilities 2020: $0Net Assets 2020: $223,2852020Assets 2021: $234,909Liabilities 2021: $2Net Assets 2021: $234,9072021Assets 2022: $275,835Liabilities 2022: $17Net Assets 2022: $275,8182022Assets 2023: $284,118Liabilities 2023: $1,496Net Assets 2023: $282,6222023Assets 2024: $343,289Liabilities 2024: $95Net Assets 2024: $343,1942024Assets 2025: $340,255Liabilities 2025: $351Net Assets 2025: $339,9042025

Highlighted filing

2025

Assets$340,255
Liabilities$351
Net Assets$339,904

Operations Trend

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

$400K$200K$0-$200KRevenue 2011: $94,598Expenses 2011: $93,410Net Income 2011: $1,1882011Revenue 2012: $99,161Expenses 2012: $89,331Net Income 2012: $9,8302012Revenue 2013: $140,825Expenses 2013: $133,279Net Income 2013: $7,5462013Revenue 2014: $198,069Expenses 2014: $168,657Net Income 2014: $29,4122014Revenue 2015: $186,838Expenses 2015: $179,088Net Income 2015: $7,7502015Revenue 2016: $231,416Expenses 2016: $226,825Net Income 2016: $4,5912016Revenue 2017: $315,907Expenses 2017: $395,815Net Income 2017: -$79,9082017Revenue 2018: $254,744Expenses 2018: $201,186Net Income 2018: $53,5582018Revenue 2019: $237,127Expenses 2019: $196,611Net Income 2019: $40,5162019Revenue 2020: $195,580Expenses 2020: $165,335Net Income 2020: $30,2452020Revenue 2021: $125,077Expenses 2021: $113,455Net Income 2021: $11,6222021Revenue 2022: $263,816Expenses 2022: $222,905Net Income 2022: $40,9112022Revenue 2023: $266,611Expenses 2023: $259,807Net Income 2023: $6,8042023Revenue 2024: $315,573Expenses 2024: $255,001Net Income 2024: $60,5722024Revenue 2025: $271,208Expenses 2025: $274,498Net Income 2025: -$3,2902025

Highlighted filing

2025

Revenue$271,208
Expenses$274,498
Net Income-$3,290
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 12, 2025
Return Version
2024v5.2
Gross Receipts
$347,103
Mission and Program Overview

Mission

To provide funds to be used on programs, equipment and supplies for the benefit of the students to supplement and enrich the existing school curriculum.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$340,434$338,075▼ $2,359
Cash and Non-Interest-Bearing Accounts$2,855$2,180▼ $675
Total Assets$343,289$340,255▼ $3,034
Liabilities
Other Liabilities$95$351▲ $256
Total Liabilities$95$351▲ $256
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$343,194$339,904▼ $3,290
Total Net Assets Fund Balance$343,194$339,904▼ $3,290
Total Liabilities and Net Assets / Fund Balance$343,289$340,255▼ $3,034
Compensation and Service Providers

Board Members and Trustees

NameTitle
Betsy McIntryeCo-President
Virginia LockhartCo-President
Hollen Spatz HellmanVP Class Parents Teacher Initiatives
Jamie WalkerVP Communications Technology
Jaclyn GlazerVP Community
Luisa LanderVP Enrichment/Education
Jocelyn MichelsVP Family/District Liaison
Lindsey CooperVP Fundraising
Jackie DowlingVP Health and Wellness
Katherine Burton-MorganVP Treasury
Revenue and Support

Revenue Composition

Contributions and Grants
$85,543
Program Service Revenue
$88,320
Investment Income
$10,145
Other Revenue
$87,200
All Other Contributions
$9,121
Change in Net Assets
$-3,290
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$268,648
Grants and Similar Amounts Paid$5,850
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$117,681--$117,681
Office Expenses-$3,546-$3,546
Grants to Domestic Individuals$3,350--$3,350
All Other Expenses-$2,926-$2,926
Grants to Domestic Orgs$2,500--$2,500
Fees for Services Accounting-$1,298-$1,298
Insurance-$450-$450
Total Functional Expenses$266,278$8,220$0$274,498
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$163,095
Fundraising Direct Expenses$75,895
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundraiser$114,740$103,266$49,781$53,485
Riverside Fun Run$40,033$32,026$9,835$22,191
Total Events$183,372$163,095$75,895$87,200
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes$351
Sales Tax Payable-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
Filing and Contact Details

Filer

Filer Name
Riverside School PTA
EIN
06-1097792
Phone
9172702571
Address
90 Hendrie Avenue, Riverside, CT 06878

Signing Officer

Name
Katherine Burton-Morgan
Title
Vice President Treasury
Phone
2035596122
Signed
2025-09-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Virginia Lockhart
Formed
1933
Legal Domicile
Ct
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
303

Preparer

Firm
Sunny Taylor
Address
90 Havemeyer Lane, Old Greenwich, CT 06870
Preparer
Sunny Taylor
Phone
2036377898
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D

Program Service Expenses 7,487, Grants and allocations 0, Revenue 0 Teacher Appreciation - Expenditures on awards, gifts and meals to offer a small token of appreciation to the teachers at Riverside School for all the hard work they do in teaching the students.

Form 990, Part III, Line 4D

Program Service Expenses 3,192, Grants and allocations 0, Revenue 0 Technology, Equipment and Beautification - computers, ipads, display boards, playground equipment, grounds beautification and other items that have been specifically ear-marked on an as-needed basis for the benefit of the students.

Form 990, Part III, Line 4D

Program Service Expenses 120,339, Grants and allocations 3,375, Revenue 0 Other Program Services - Additional program services provide opportunities to the students to expand their education. Some of the programs include theater and improvisation, a school newspaper, philanthropy, exposure to musicians who perform at lunch, family events, student council, etc. All these programs are promoted to encourage the students in areas that are not covered in the schools core curriculum and provide depth and different life experiences for the children.

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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt078257
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt077047
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt083381
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0413203
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt010145
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt011885
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt02623
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt027
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt023
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt024703
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt088320
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0114020
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0115370
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0112673
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt02293
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0432676
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt0163095
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt0182791
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt0134623
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt0135344
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt039380
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0655233
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt010145
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt011885
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt02623
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt027
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt023
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt024703
IRS990ScheduleA/InvestmentIncomeCYPct00.01620
IRS990ScheduleA/InvestmentIncomePYPct00.01070
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98380
IRS990ScheduleA/PublicSupportPY509Pct00.98930
IRS990ScheduleA/PublicSupportTotal509Amt01501112
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0336958
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0385786
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0328250
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0325064
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0125054
IRS990ScheduleA/Total509Grp/TotalAmt01501112
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0347103
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0397671
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0330873
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0325091
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0125077
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01525815
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0351
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Sales Tax Payable
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/TotalLiabilityAmt0351
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt020277
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt011474
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt08007
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt0796
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt075895
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fall Fundraiser
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Riverside Fun Run
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0114740
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt040033
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt028599
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0183372
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0103266
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt032026
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt027803
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0163095
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt087200
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt016279
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt075895
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt049781
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt09835
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Program Service Expenses 7,487, Grants and allocations 0, Revenue 0 Teacher Appreciation - Expenditures on awards, gifts and meals to offer a small token of appreciation to the teachers at Riverside School for all the hard work they do in teaching the students.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Program Service Expenses 3,192, Grants and allocations 0, Revenue 0 Technology, Equipment and Beautification - computers, ipads, display boards, playground equipment, grounds beautification and other items that have been specifically ear-marked on an as-needed basis for the benefit of the students.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Program Service Expenses 120,339, Grants and allocations 3,375, Revenue 0 Other Program Services - Additional program services provide opportunities to the students to expand their education. Some of the programs include theater and improvisation, a school newspaper, philanthropy, exposure to musicians who perform at lunch, family events, student council, etc. All these programs are promoted to encourage the students in areas that are not covered in the schools core curriculum and provide depth and different life experiences for the children.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part III, Line 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part III, Line 4d
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0343289
IRS990/TotalAssetsEOYAmt0340255
IRS990/TotalAssetsGrp/BOYAmt0343289
IRS990/TotalAssetsGrp/EOYAmt0340255
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt085543
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt08220
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0266278
IRS990/TotalFunctionalExpensesGrp/TotalAmt0274498
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt095
IRS990/TotalLiabilitiesEOYAmt0351
IRS990/TotalLiabilitiesGrp/BOYAmt095
IRS990/TotalLiabilitiesGrp/EOYAmt0351
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0343194
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0339904
IRS990/TotalOtherProgSrvcExpenseAmt0131018
IRS990/TotalOtherProgSrvcGrantAmt03375
IRS990/TotalProgramServiceExpensesAmt0266278
IRS990/TotalProgramServiceRevenueAmt088320
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt098465
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0271208
IRS990/TotalVolunteersCnt0303
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0343289
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0340255
IRS990/TravelGrp/TotalAmt00

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.$3.40$0.00$3.40$2.71$2.74$0.03
2024Detailed filing. Detailed filing data is available for this year.$3.43$0.00$3.43$3.16$2.55$0.61
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.84$0.01$2.83$2.67$2.60$0.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.76$0.00$2.76$2.64$2.23$0.41
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.35$0.00$2.35$1.25$1.13$0.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.23$0.00$2.23$1.96$1.65$0.30
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.93$0.00$1.93$2.37$1.97$0.41
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.53$0.00$1.53$2.55$2.01$0.54
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.99$0.00$0.99$3.16$3.96$0.80
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.79$0.00$1.79$2.31$2.27$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$1.87$1.79$0.08
2014Summary only. Only limited summary data is available for this year.$1.67$0.00$1.67$1.98$1.69$0.29
2013Summary only. Only limited summary data is available for this year.$1.37$0.00$1.41$1.33$0.08
2012Summary only. Only limited summary data is available for this year.$1.30$0.00$0.99$0.89$0.10
2011Summary only. Only limited summary data is available for this year.$1.20$0.00$0.95$0.93$0.01