Civic Intelligence

Ptsa Connecticut Inc

990EZ • Fiscal year 2014 • EIN 06-1277679

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 06, 2014

10 East RidgeRidgefield, CT 06877

(203) 438-3744

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

24th percentile

-9.6%

Higher net margin than 24% 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

18th percentile

-24%

Faster asset growth than 18% of similar nonprofits.

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

Revenue Growth

53rd percentile

3.4%

Faster revenue growth than 53% of similar nonprofits.

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

Assets

Down

$16,344

Down $5,023 (-24%) from 2013

Net Assets

Down

$16,344

Down $5,023 (-24%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Up

$52,456

Up $1,736 (+3.4%) from 2013

Expenses

Up

$57,479

Up $7,151 (+14%) from 2013

Net Income

Down

-$5,023

Down $5,415 (-1381%) 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: $15,890Net Assets 2011: $15,8902011Assets 2012: $20,975Net Assets 2012: $20,9752012Assets 2013: $21,367Liabilities 2013: $0Net Assets 2013: $21,3672013Assets 2014: $16,344Liabilities 2014: $0Net Assets 2014: $16,3442014Assets 2015: $11,591Liabilities 2015: $0Net Assets 2015: $11,5912015Assets 2016: $17,564Liabilities 2016: $0Net Assets 2016: $17,5642016Assets 2017: $22,191Liabilities 2017: $0Net Assets 2017: $22,1912017

Highlighted filing

2014

Assets$16,344
Liabilities$0
Net Assets$16,344

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2011: $46,919Expenses 2011: $45,069Net Income 2011: $1,8502011Revenue 2012: $52,329Expenses 2012: $47,244Net Income 2012: $5,0852012Revenue 2013: $50,720Expenses 2013: $50,328Net Income 2013: $3922013Revenue 2014: $52,456Expenses 2014: $57,479Net Income 2014: -$5,0232014Revenue 2015: $47,258Expenses 2015: $52,011Net Income 2015: -$4,7532015Revenue 2016: $45,610Expenses 2016: $39,637Net Income 2016: $5,9732016Revenue 2017: $40,754Expenses 2017: $36,127Net Income 2017: $4,6272017

Highlighted filing

2014

Revenue$52,456
Expenses$57,479
Net Income-$5,023
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 6, 2014
Return Version
2013v3.1
Gross Receipts
$55,345
Mission and Program Overview

Mission

MIDDLE SCHOOL PTA

Program Services

DescriptionGrantsExpenses
EDUCATIONAL ENHANCEMENT AND ACHIEVEMENT FOR THE STUDENTS OF EAST RIDGE MIDDLE SCHOOL IN RIDGEFIELD, CT-$55,970
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIE BRADLEY1st Co-VP-Fd-$0--
LAURA SCHWARTZ2nd Co-VP-Co-$0--
PATTY SHORT3rd Co-VP-Sc-$0--
FRAN WALTONPresident-$0--
PETER FURFARO2nd Co-VP-Co-$0--
SUSIE BUCKLEYCorrespondin-$0--
MARY MAUE4th Co-VP-Ed-$0--
KATE TOBIN4th Co-VP-Ed-$0--
TRICIA MISURELLI1st Co-VP-Fd-$0--
KIM STONERecording Se-$0--
SANDY CARPENTERTreasurer-$0--
LISA HADEN3rd VP-Schoo-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$17,170$17,170-$17,170
Total Events$17,170$17,170-$17,170
Filing and Contact Details

Filer

EIN
06-1277679
Phone
2034383744

Signing Officer

Name
Sandy Carpenter
Title
Treasurer
Phone
2034383744
Signed
2014-11-06

Preparer

Preparer
David P Lyons Iii
Phone
2034380444
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses office 779 insurance 310 special events 19,387 security 910 hospitality 2,916 curriculum enhancement 10,684 gifts to school 15,409 pta dues 3,259 program expenses 1,428 total 55,082

Raw XML Appendix200 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/PersonNm0JULIE BRADLEY
CompensationExplanation/CompensationExplanationGrp/PersonNm1LAURA SCHWARTZ
CompensationExplanation/CompensationExplanationGrp/PersonNm2PATTY SHORT
CompensationExplanation/CompensationExplanationGrp/PersonNm3FRAN WALTON
CompensationExplanation/CompensationExplanationGrp/PersonNm4PETER FURFARO
CompensationExplanation/CompensationExplanationGrp/PersonNm5SUSIE BUCKLEY
CompensationExplanation/CompensationExplanationGrp/PersonNm6MARY MAUE
CompensationExplanation/CompensationExplanationGrp/PersonNm7KATE TOBIN
CompensationExplanation/CompensationExplanationGrp/PersonNm8TRICIA MISURELLI
CompensationExplanation/CompensationExplanationGrp/PersonNm9KIM STONE
CompensationExplanation/CompensationExplanationGrp/PersonNm10SANDY CARPENTER
CompensationExplanation/CompensationExplanationGrp/PersonNm11LISA HADEN
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0SANDY CARPENTER
IRS990EZ/BooksInCareOfDetail/PhoneNum02038945500
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10EAST RIDGE SCHOOL EAST RIDGE RD
IRS990EZ/BooksInCareOfDetail/USAddress/City0RIDGEFIELD
IRS990EZ/BooksInCareOfDetail/USAddress/State0CT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode0068774418
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt021367
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5023
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0420
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
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IRS990EZ/FundraisingGrossIncomeAmt025765
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IRS990EZ/GroupExemptionNum01319
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
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IRS990EZ/MembershipDuesAmt010382
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt93.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt103.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt113.00
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/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JULIE BRADLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LAURA SCHWARTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PATTY SHORT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3FRAN WALTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4PETER FURFARO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SUSIE BUCKLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MARY MAUE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7KATE TOBIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8TRICIA MISURELLI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9KIM STONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10SANDY CARPENTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11LISA HADEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt01ST CO-VP-FD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12ND CO-VP-CO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt23RD CO-VP-SC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt42ND CO-VP-CO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5CORRESPONDIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt64TH CO-VP-ED
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt74TH CO-VP-ED
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt81ST CO-VP-FD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9RECORDING SE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt113RD VP-SCHOO
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt055082
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0MIDDLE SCHOOL PTA
IRS990EZ/PrintingPublicationsPostageAmt01977
IRS990EZ/ProgramServiceRevenueAmt019190
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATIONAL ENHANCEMENT AND ACHIEVEMENT FOR THE STUDENTS OF EAST RIDGE MIDDLE SCHOOL IN RIDGEFIELD, CT
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt055970
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt02889
IRS990EZ/SpecialEventsNetIncomeLossAmt022876
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CT
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt057479
IRS990EZ/TotalProgramServiceExpensesAmt055970
IRS990EZ/TotalRevenueAmt052456
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt010382
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt010901
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt010483
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt08430
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt08245
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt048441
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt08
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt06
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt08
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt016
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt042
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt044955
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt039813
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt045910
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt047611
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt039105
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0217394
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt08
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt06
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt08
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt016
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt042
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99980
IRS990ScheduleA/PublicSupportPY509Pct00.99950
IRS990ScheduleA/PublicSupportTotal509Amt0265835
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt055337
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt050714
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt056393
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt056041
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt047350
IRS990ScheduleA/Total509Grp/TotalAmt0265835
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt055345
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt050720
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt056397
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt056049
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt047366
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0265877
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt017170
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt017170
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt017170
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt017170
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0NON-EVENT FUNDR
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt017170
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE 779 INSURANCE 310 SPECIAL EVENTS 19,387 SECURITY 910 HOSPITALITY 2,916 CURRICULUM ENHANCEMENT 10,684 GIFTS TO SCHOOL 15,409 PTA DUES 3,259 PROGRAM EXPENSES 1,428 TOTAL 55,082
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SANDY CARPENTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02034383744
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine10PTA CT CONGRESS EAST RIDGE MIDDLE
ReturnHeader/Filer/BusinessName/BusinessNameLine20SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0061277679
ReturnHeader/Filer/PhoneNum02034383744
ReturnHeader/Filer/USAddress/AddressLine1010 EAST RIDGE
ReturnHeader/Filer/USAddress/City0RIDGEFIELD
ReturnHeader/Filer/USAddress/State0CT
ReturnHeader/Filer/USAddress/ZIPCode006877
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061034288
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10LYONS & LYONS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10898 ETHAN ALLEN HWY STE 1
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0RIDGEFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0068772831
ReturnHeader/PreparerPersonGrp/PhoneNum02034380444
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID P LYONS III
ReturnHeader/ReturnTs02014-11-06T13:48:07-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

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Filings