Civic Intelligence

PTA New York Congress 004-50 PTA

990EZ • Fiscal year 2018 • EIN 06-1234003

Jul 01, 2017 to Jun 30, 2018 • Filed on Mar 20, 2019

Organization ProfileWWW.SOCESPTA.ORG
140 Lester DriveTappan, NY 10983

(845) 680-1100

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

98th percentile

93%

Higher net margin than 98% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

19th percentile

-22%

Faster asset growth than 19% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2018

Revenue Growth

10th percentile

-50%

Faster revenue growth than 10% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$79,250

Down $50,303 (-39%) from 2016

Net Assets

Down

$79,250

Down $50,303 (-39%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin98th percentile

Revenue

Down

$27,627

Down $83,375 (-75%) from 2016

Expenses

Down

$1,880

Down $85,282 (-98%) from 2016

Net Income

Up

$25,747

Up $1,907 (+8.0%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$200K$150K$100K$50K$0Assets 2015: $84,187Liabilities 2015: $0Net Assets 2015: $84,1872015Assets 2016: $129,553Liabilities 2016: $0Net Assets 2016: $129,5532016Assets 2018: $79,250Liabilities 2018: $0Net Assets 2018: $79,2502018Assets 2019: $100,983Liabilities 2019: $0Net Assets 2019: $100,9832019Assets 2020: $125,667Liabilities 2020: $0Net Assets 2020: $125,6672020Assets 2021: $120,189Liabilities 2021: $0Net Assets 2021: $120,1892021Assets 2022: $137,567Liabilities 2022: $0Net Assets 2022: $137,5672022Assets 2023: $186,909Liabilities 2023: $0Net Assets 2023: $186,9092023Assets 2024: $161,634Net Assets 2024: $161,6342024

Highlighted filing

2018

Assets$79,250
Liabilities$0
Net Assets$79,250
Open 2018 Filing

Operations Trend

Revenue Growth10th percentile

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

$150K$100K$50K$0-$50KRevenue 2015: $51,041Expenses 2015: $27,383Net Income 2015: $23,6582015Revenue 2016: $111,002Expenses 2016: $87,162Net Income 2016: $23,8402016Revenue 2018: $27,627Expenses 2018: $1,880Net Income 2018: $25,7472018Revenue 2019: $79,455Expenses 2019: $57,722Net Income 2019: $21,7332019Revenue 2020: $56,180Expenses 2020: $31,496Net Income 2020: $24,6842020Revenue 2021: $42,340Expenses 2021: $47,818Net Income 2021: -$5,4782021Revenue 2022: $49,869Expenses 2022: $32,491Net Income 2022: $17,3782022Revenue 2023: $85,932Expenses 2023: $36,590Net Income 2023: $49,3422023Revenue 2024: $7,174Expenses 2024: $32,449Net Income 2024: -$25,2752024

Highlighted filing

2018

Revenue$27,627
Expenses$1,880
Net Income$25,747
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Mar 20, 2019
Return Version
2017v2.2
Gross Receipts
$40,591
Mission and Program Overview

Mission

Providing activities and supplies for students and teachers

Program Services

DescriptionGrantsExpenses
PROVIDING ACTIVITIES AND SUPPLIES FOR STUDENTS AND TEACHERS$18,698-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TIFFANY MORRISONPresidentPT$0--
ELIZABETH DUDLEYV.P.PT$0--
ALYSSA MOLONEYV.P.PT$0--
ANDREA KHEOCHA-ONTreasurerPT$0--
LISA CONNOLLYSecretaryPT$0--
TINA ALBINSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Yankee Tickets$9,667$2,167-$2,167
Cherrydale Fundraiser$9,981$981-$981
Total Events$30,968$7,968$893$7,075
Filing and Contact Details

Filer

Filer Name
Pta New York Congress 004-50 Pta
EIN
06-1234003
Phone
8456801100
Address
140 LESTER DRIVE, TAPPAN, NY 10983

Signing Officer

Name
Andrea Kheocha-on
Title
Treasurer
Signed
2019-03-20
Discuss with paid preparer
Yes

Preparer

Firm
Berard & Associates CPAs PC
Address
44 Park Ave, Suffern, NY 10901
Preparer
Donalee R Berard
Phone
8453575668
Supplemental Narrative

Additional Explanations

Other Expenses.1

“ADMINISTRATIVE $948”

Other Expenses.2

“BANK FEE $588”

Other Expenses.3

“Conference and workshop $344”

Other Assets.1011

“Prepaid Expenses and Deferred Charges - Beginning $13043 Prepaid Expenses and Deferred Charges - Ending $0”

Raw XML Appendix177 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/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0Andrea Kheocha-on
IRS990EZ/BooksInCareOfDetail/PhoneNum09177477307
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0160 VAN WYCK ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BLAUVELT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd010913
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt040460
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt079250
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt026071
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt025747
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt053503
IRS990EZ/Form990TotalAssetsGrp/EOYAmt079250
IRS990EZ/FundraisingGrossIncomeAmt014520
IRS990EZ/GrossReceiptsAmt040591
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt053503
IRS990EZ/NetAssetsOrFundBalancesEOYAmt079250
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt053503
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt079250
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TIFFANY MORRISON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ELIZABETH DUDLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ALYSSA MOLONEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ANDREA KHEOCHA-ON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LISA CONNOLLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5TINA ALBIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1V.P.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2V.P.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt013043
IRS990EZ/OtherExpensesTotalAmt01880
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDING ACTIVITIES AND SUPPLIES FOR STUDENTS AND TEACHERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDING ACTIVITIES AND SUPPLIES FOR STUDENTS AND TEACHERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt018698
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt012964
IRS990EZ/SpecialEventsNetIncomeLossAmt01556
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt01880
IRS990EZ/TotalProgramServiceExpensesAmt018698
IRS990EZ/TotalRevenueAmt027627
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.SOCESPTA.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt027627
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01822
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt05342
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt06738
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt041529
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt066391
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt035290
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0101681
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt05560
IRS990ScheduleA/OtherIncome509Grp/TotalAmt05560
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0143210
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt027627
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01822
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt071733
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt042028
IRS990ScheduleA/Total509Grp/TotalAmt0143210
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt027627
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt07382
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt071733
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt042028
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0148770
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt023000
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt09000
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt07500
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt06500
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0893
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CHERRYDALE FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0YANKEE TICKETS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt09981
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt09667
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt011320
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt030968
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0981
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt02167
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt04820
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt07968
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt07075
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt0893
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0893
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ADMINISTRATIVE $948
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BANK FEE $588
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CONFERENCE AND WORKSHOP $344
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Prepaid Expenses and Deferred Charges - Beginning $13043 Prepaid Expenses and Deferred Charges - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Assets.1011
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANDREA KHEOCHA-ON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-03-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA NEW YORK CONGRESS 004-50 PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAN
ReturnHeader/Filer/EIN0061234003
ReturnHeader/Filer/PhoneNum08456801100
ReturnHeader/Filer/USAddress/AddressLine1Txt0140 LESTER DRIVE
ReturnHeader/Filer/USAddress/CityNm0TAPPAN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010983
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0133774222
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Berard & Associates CPAs PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt044 Park Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Suffern
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010901
ReturnHeader/PreparerPersonGrp/PhoneNum08453575668
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONALEE R BERARD
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-03-20T12:14:59-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$79,250
Liabilities
$0
Net assets
$79,250
Revenue
$27,627
Expenses
$1,880
Net income
$25,747
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.62$1.62$0.07$0.32$0.25
2023Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.86$0.37$0.49
2022Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.38$0.00$1.38$0.50$0.32$0.17
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.20$0.00$1.20$0.42$0.48$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.56$0.31$0.25
2019Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.79$0.58$0.22
2018Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.28$0.02$0.26
2016Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$1.11$0.87$0.24
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.84$0.00$0.84$0.51$0.27$0.24