Civic Intelligence

PTA-Ny Congress 05-468 Arrowhead PTA

990EZ • Fiscal year 2015 • EIN 06-1208588

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

Organization ProfileWWW.ARROWHEADPTA.COM
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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

64th percentile

10%

Higher net margin than 64% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

81st percentile

40%

Faster asset growth than 81% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

72nd percentile

19%

Faster revenue growth than 72% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$17,355

Up $4,955 (+40%) from 2014

Net Assets

Up

$17,355

Up $4,955 (+40%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin64th percentile

Revenue

Up

$49,418

Up $8,039 (+19%) from 2014

Expenses

Up

$44,463

Up $2,567 (+6.1%) from 2014

Net Income

Up

$4,955

Up $5,472 (+1058%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

2015

Assets$17,355
Liabilities$0
Net Assets$17,355
Open 2015 Filing

Operations Trend

Revenue Growth72nd percentile

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

2015

Revenue$49,418
Expenses$44,463
Net Income$4,955
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2014 to Jul 31, 2015
Signed
Dec 7, 2015
Return Version
2014v5.0
Gross Receipts
$96,446
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, GRADES K-6, AND THEIR FAMILIES.-$43,387
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BARBARA GREGGOCo-PresidentPT$0--
KERRY SCHNEIDERCo-PresidentPT$0--
KAREN ROUGHLYVP Of EventsPT$0--
CHRISTEL SMITH HOZVENVP Of FundraPT$0--
JAN STEVENSTreasurerPT$0--
MELANIE ANDERSONRecording SePT$0--
JENNIFER FAZIO-FOOTECorrespondinPT$0--
JULIE HAMILTONCouncil DelePT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Holiday Boutiqu$18,107$18,107$16,104$2,003
Sports Outings$14,401$14,401$12,885$1,516
Total Events$53,788$53,788$42,075$11,713
Filing and Contact Details

Filer

Filer Name
Pta-ny Congress
EIN
06-1208588
Phone
6319282148
Address
62 ARROWHEAD LANE, EAST SETAUKET, NY 11733

Signing Officer

Name
Jan Stevens
Title
Treasurer
Phone
6319282148
Signed
2015-12-07

Preparer

Firm
Graceann Scalzo CPA
Address
24 WASHINGTON AVE, EAST SETAUKET, NY 11733
Preparer
Graceann Scalzo
Phone
6316898485
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses arts in education 12,741 book fair 6,545 spiritwear 5,836 student,family activities 11,211 dues 1,410 website 99 grants 1,850 nurse's supplies 120 donation to jr high 73 volunteer awards 100 staff recognition 1,821 volunteer reception 581 office supplies 35 alumni scholarships 1,000 insurance 235 total 43,657”

Raw XML Appendix159 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JAN STEVENS
IRS990EZ/BooksInCareOfDetail/PhoneNum06319282148
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt09 DEER LN
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0EAST SETAUKET
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd011733
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt012400
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt017355
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02779
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04955
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0806
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt012400
IRS990EZ/Form990TotalAssetsGrp/EOYAmt017355
IRS990EZ/FundraisingGrossIncomeAmt070243
IRS990EZ/GrossReceiptsAmt096446
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt012400
IRS990EZ/NetAssetsOrFundBalancesEOYAmt017355
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt012400
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt017355
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt115.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt27.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt325.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt65.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt75.00
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/PersonNm0BARBARA GREGGO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KERRY SCHNEIDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KAREN ROUGHLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHRISTEL SMITH HOZVEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JAN STEVENS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MELANIE ANDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JENNIFER FAZIO-FOOTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JULIE HAMILTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP OF EVENTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP OF FUNDRA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5RECORDING SE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6CORRESPONDIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7COUNCIL DELE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt043657
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHILD ADVOCASY.
IRS990EZ/ProgramServiceRevenueAmt023424
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, GRADES K-6, AND THEIR FAMILIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt043387
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt047028
IRS990EZ/SpecialEventsNetIncomeLossAmt023215
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt044463
IRS990EZ/TotalProgramServiceExpensesAmt043387
IRS990EZ/TotalRevenueAmt049418
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ARROWHEADPTA.COM
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02779
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02312
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt05091
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt025159
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt07853
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt033012
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt068508
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt069965
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0138473
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0176576
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt096446
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt080130
IRS990ScheduleA/Total509Grp/TotalAmt0176576
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt096446
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt080130
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0176576
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt042075
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0HOLIDAY BOUTIQU
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SPORTS OUTINGS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt018107
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt014401
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt021280
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt053788
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt018107
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt014401
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt021280
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt053788
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt011713
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt013086
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt042075
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt016104
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt012885
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ARTS IN EDUCATION 12,741 BOOK FAIR 6,545 SPIRITWEAR 5,836 STUDENT,FAMILY ACTIVITIES 11,211 DUES 1,410 WEBSITE 99 GRANTS 1,850 NURSE'S SUPPLIES 120 DONATION TO JR HIGH 73 VOLUNTEER AWARDS 100 STAFF RECOGNITION 1,821 VOLUNTEER RECEPTION 581 OFFICE SUPPLIES 35 ALUMNI SCHOLARSHIPS 1,000 INSURANCE 235 TOTAL 43,657
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JAN STEVENS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06319282148
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-12-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA-NY CONGRESS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt005-468 ARROWHEAD PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTA-
ReturnHeader/Filer/EIN0061208588
ReturnHeader/Filer/PhoneNum06319282148
ReturnHeader/Filer/USAddress/AddressLine1Txt062 ARROWHEAD LANE
ReturnHeader/Filer/USAddress/CityNm0EAST SETAUKET
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011733
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0273908332
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GRACEANN SCALZO CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt024 WASHINGTON AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EAST SETAUKET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011733
ReturnHeader/PreparerPersonGrp/PhoneNum06316898485
ReturnHeader/PreparerPersonGrp/PreparationDt02015-12-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GRACEANN SCALZO
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-12-07T10:38:46-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-08-01
ReturnHeader/TaxPeriodEndDt02015-07-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,355
Liabilities
$0
Net assets
$17,355
Revenue
$49,418
Expenses
$44,463
Net income
$4,955
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$15.9$0.00$15.9$17.6$8.50$9.10
2021Detailed filing. Detailed filing data is available for this year.$6.81$0.00$6.81$8.08$4.39$3.69
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.12$0.00$3.12$4.82$8.61$3.79
2019Summary only. Only limited summary data is available for this year.$6.91$0.00$13.7$21.8$8.07
2018Detailed filing. Detailed filing data is available for this year.$15.0$0.00$15.0$30.3$27.8$2.49
2017Detailed filing. Detailed filing data is available for this year.$12.5$0.00$12.5$33.4$34.4$0.97
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.5$0.00$13.5$37.0$40.9$3.91
2015Detailed filing. Detailed filing data is available for this year.$17.4$0.00$17.4$49.4$44.5$4.96
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$12.4$0.00$12.4$41.4$41.9$0.52
2013Summary only. Only limited summary data is available for this year.$22.4$0.00$22.4$27.3$24.6$2.76
2012Summary only. Only limited summary data is available for this year.$19.6$0.00$19.6$40.4$33.8$6.57
2011Summary only. Only limited summary data is available for this year.$12.4$0.00$12.4$33.6$20.5$13.1