Civic Intelligence

PTA-Ny Congress 05-468 Arrowhead PTA

990EZ • Fiscal year 2014 • EIN 06-1208588

Aug 01, 2013 to Jul 31, 2014 • Filed on Dec 02, 2014

62 Arrowhead LaneEast Setauket, NY 11733

(631) 928-2148

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

37th percentile

-1.2%

Higher net margin than 37% 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

10th percentile

-45%

Faster asset growth than 10% of similar nonprofits.

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

Revenue Growth

86th percentile

51%

Faster revenue growth than 86% of similar nonprofits.

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

Assets

Down

$12,400

Down $9,978 (-45%) from 2013

Net Assets

Down

$12,400

Down $9,978 (-45%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Up

$41,379

Up $14,038 (+51%) from 2013

Expenses

Up

$41,896

Up $17,314 (+70%) from 2013

Net Income

Down

-$517

Down $3,276 (-119%) from 2013

Historical Trend

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2011: $12,426Liabilities 2011: $0Net Assets 2011: $12,4262011Assets 2012: $19,619Liabilities 2012: $0Net Assets 2012: $19,6192012Assets 2013: $22,378Liabilities 2013: $0Net Assets 2013: $22,3782013Assets 2014: $12,400Liabilities 2014: $0Net Assets 2014: $12,4002014Assets 2015: $17,355Liabilities 2015: $0Net Assets 2015: $17,3552015Assets 2016: $13,450Liabilities 2016: $0Net Assets 2016: $13,4502016Assets 2017: $12,485Liabilities 2017: $0Net Assets 2017: $12,4852017Assets 2018: $14,978Liabilities 2018: $0Net Assets 2018: $14,9782018Assets 2019: $6,910Liabilities 2019: $02019Assets 2020: $3,118Liabilities 2020: $0Net Assets 2020: $3,1182020Assets 2021: $6,805Liabilities 2021: $0Net Assets 2021: $6,8052021Assets 2022: $15,901Liabilities 2022: $0Net Assets 2022: $15,9012022

Highlighted filing

2014

Assets$12,400
Liabilities$0
Net Assets$12,400

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2011: $33,594Expenses 2011: $20,518Net Income 2011: $13,0762011Revenue 2012: $40,398Expenses 2012: $33,830Net Income 2012: $6,5682012Revenue 2013: $27,341Expenses 2013: $24,582Net Income 2013: $2,7592013Revenue 2014: $41,379Expenses 2014: $41,896Net Income 2014: -$5172014Revenue 2015: $49,418Expenses 2015: $44,463Net Income 2015: $4,9552015Revenue 2016: $36,987Expenses 2016: $40,892Net Income 2016: -$3,9052016Revenue 2017: $33,426Expenses 2017: $34,391Net Income 2017: -$9652017Revenue 2018: $30,286Expenses 2018: $27,793Net Income 2018: $2,4932018Revenue 2019: $13,714Expenses 2019: $21,782Net Income 2019: -$8,0682019Revenue 2020: $4,816Expenses 2020: $8,608Net Income 2020: -$3,7922020Revenue 2021: $8,076Expenses 2021: $4,389Net Income 2021: $3,6872021Revenue 2022: $17,594Expenses 2022: $8,498Net Income 2022: $9,0962022

Highlighted filing

2014

Revenue$41,379
Expenses$41,896
Net Income-$517
Jump To
Filing Snapshot
Filing Period
Aug 1, 2013 to Jul 31, 2014
Signed
Dec 2, 2014
Return Version
2013v3.1
Gross Receipts
$80,130
Mission and Program Overview

Mission

Enhance arrowhead elementary's school enivronment throught student and staff activities.

CHILD ADVOCASY.

Program Services

DescriptionGrantsExpenses
ALL FUNDRAISING, PROGRAM SERVICE REVENUE, AND MEMBER DUES HAVE LED TO CULTURAL ARTS PROGRAMS, SUPPLIES, EQUIPMENT, AND STUDENT AND FAMILY ACTIVITIES FOR THE SCHOOL'S STUDENTS AND FAMILIES GRADES K - 6 AND THEIR FAMILIES.-$40,817
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BARBRA GREGGOCo-PresidentPT$0--
KERRY SCHNEIDERCo-PresidentPT$0--
MELANIE ANDERSONRecording SePT$0--
JENNIFER FAZIOCorrespondin-$0--
KAREN ROUGHLYCouncil DelePT$0--
JAN STEVENSTreasurerPT$0--
CHRISTEL SMITH-HOZVENV-Pres,Fund-PT$0--
NOREEN SORRENTINOVpres-EventsPT$0--
LINDA MALONEYPast PresidePT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$17,882$17,882$13,680$4,202
Event 2$10,078$10,078$7,997$2,081
Total Events$36,683$36,683$28,564$8,119
Filing and Contact Details

Filer

EIN
06-1208588
Phone
6319282148

Signing Officer

Name
Jan Stevens
Title
Treasurer
Phone
6319282148
Signed
2014-12-02

Preparer

Preparer
Graceann Scalzo
Phone
6316898485
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Book fair cost of goods sold 5,378 spiritwear cost of goods sold 3,000 talent show cost of goods sold 739 football game outing cost of goods sold 195 gingerbread university cost of goods sold 747 wingo cost of goods sold 439 harvest festival cost of goods sold 3,135 moving up cost of goods sold 5,625 expenses office 94 insurance 235 anti-bullying program 520 arts in education 13,885 scholarships 1,000 volunteer meetings, recep 1,855 staff recogntion 1,123 website 106 grants 225 promotion 25 refreshments 385 hospitality 262 family,student activities 840 dues 876 nurse's supplies 257 halloween program 200 total 41,146

Form 990-ez, Part III, Line 28

All fundraising, program service revenue, and member dues have led to cultural arts programs, supplies, equipment, and student and family activities for the school's students and families grades k - 6 and their families.

Raw XML Appendix169 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.

Path#Value
CompensationExplanation/CompensationExplanationGrp/PersonNm0BARBRA GREGGO
CompensationExplanation/CompensationExplanationGrp/PersonNm1KERRY SCHNEIDER
CompensationExplanation/CompensationExplanationGrp/PersonNm2MELANIE ANDERSON
CompensationExplanation/CompensationExplanationGrp/PersonNm3JENNIFER FAZIO
CompensationExplanation/CompensationExplanationGrp/PersonNm4KAREN ROUGHLY
CompensationExplanation/CompensationExplanationGrp/PersonNm5JAN STEVENS
CompensationExplanation/CompensationExplanationGrp/PersonNm6CHRISTEL SMITHHOZVEN
CompensationExplanation/CompensationExplanationGrp/PersonNm7NOREEN SORRENTINO
CompensationExplanation/CompensationExplanationGrp/PersonNm8LINDA MALONEY
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JAN STEVENS
IRS990EZ/BooksInCareOfDetail/PhoneNum06319282148
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine109 DEER LANE
IRS990EZ/BooksInCareOfDetail/USAddress/City0EAST SETAUKET
IRS990EZ/BooksInCareOfDetail/USAddress/State0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode011733
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt012917
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt012400
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02312
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-517
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0750
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt012917
IRS990EZ/Form990TotalAssetsGrp/EOYAmt012400
IRS990EZ/FundraisingGrossIncomeAmt057810
IRS990EZ/GrossReceiptsAmt080130
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt012917
IRS990EZ/NetAssetsOrFundBalancesEOYAmt012400
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt012917
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt012400
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt510.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt615.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt710.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt85.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BARBRA GREGGO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KERRY SCHNEIDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MELANIE ANDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JENNIFER FAZIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KAREN ROUGHLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JAN STEVENS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CHRISTEL SMITH-HOZVEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7NOREEN SORRENTINO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8LINDA MALONEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2RECORDING SE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CORRESPONDIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4COUNCIL DELE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6V-PRES,FUND-
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VPRES-EVENTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8PAST PRESIDE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt041146
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHILD ADVOCASY.
IRS990EZ/ProgramServiceRevenueAmt020008
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ALL FUNDRAISING, PROGRAM SERVICE REVENUE, AND MEMBER DUES HAVE LED TO CULTURAL ARTS PROGRAMS, SUPPLIES, EQUIPMENT, AND STUDENT AND FAMILY ACTIVITIES FOR THE SCHOOL'S STUDENTS AND FAMILIES GRADES K - 6 AND THEIR FAMILIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt040817
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt038751
IRS990EZ/SpecialEventsNetIncomeLossAmt019059
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt041896
IRS990EZ/TotalProgramServiceExpensesAmt040817
IRS990EZ/TotalRevenueAmt041379
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ARROWHEADPTA.COM
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02312
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02312
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt07853
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt07853
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt069965
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt069965
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt080130
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt080130
IRS990ScheduleA/Total509Grp/TotalAmt080130
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt080130
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt080130
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt028564
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt017882
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt010078
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt08723
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt036683
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt017882
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt010078
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt08723
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt036683
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0BASKET DINNER
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0HOLIDAY BOUTIQU
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt08119
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt06887
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt028564
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt013680
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt07997
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOOK FAIR COST OF GOODS SOLD 5,378 SPIRITWEAR COST OF GOODS SOLD 3,000 TALENT SHOW COST OF GOODS SOLD 739 FOOTBALL GAME OUTING COST OF GOODS SOLD 195 GINGERBREAD UNIVERSITY COST OF GOODS SOLD 747 WINGO COST OF GOODS SOLD 439 HARVEST FESTIVAL COST OF GOODS SOLD 3,135 MOVING UP COST OF GOODS SOLD 5,625 EXPENSES OFFICE 94 INSURANCE 235 ANTI-BULLYING PROGRAM 520 ARTS IN EDUCATION 13,885 SCHOLARSHIPS 1,000 VOLUNTEER MEETINGS, RECEP 1,855 STAFF RECOGNTION 1,123 WEBSITE 106 GRANTS 225 PROMOTION 25 REFRESHMENTS 385 HOSPITALITY 262 FAMILY,STUDENT ACTIVITIES 840 DUES 876 NURSE'S SUPPLIES 257 HALLOWEEN PROGRAM 200 TOTAL 41,146
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL FUNDRAISING, PROGRAM SERVICE REVENUE, AND MEMBER DUES HAVE LED TO CULTURAL ARTS PROGRAMS, SUPPLIES, EQUIPMENT, AND STUDENT AND FAMILY ACTIVITIES FOR THE SCHOOL'S STUDENTS AND FAMILIES GRADES K - 6 AND THEIR FAMILIES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JAN STEVENS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06319282148
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-12-02
ReturnHeader/Filer/BusinessName/BusinessNameLine10PTA-NY CONGRESS
ReturnHeader/Filer/BusinessName/BusinessNameLine2005-468 ARROWHEAD PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTA-
ReturnHeader/Filer/EIN0061208588
ReturnHeader/Filer/PhoneNum06319282148
ReturnHeader/Filer/USAddress/AddressLine1062 ARROWHEAD LANE
ReturnHeader/Filer/USAddress/City0EAST SETAUKET
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode011733
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0273908332
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10GRACEANN SCALZO CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1024 WASHINGTON AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0EAST SETAUKET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode011733
ReturnHeader/PreparerPersonGrp/PhoneNum06316898485
ReturnHeader/PreparerPersonGrp/PreparationDt02014-12-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GRACEANN SCALZO
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-12-02T11:38:31-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-08-01
ReturnHeader/TaxPeriodEndDt02014-07-31
ReturnHeader/TaxYr02013

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Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • <$500k nonprofits