Civic Intelligence

Saxe Parent Teacher Council

990 • Fiscal year 2017 • EIN 06-1329382

Aug 01, 2016 to Jul 31, 2017 • Filed on Feb 13, 2018

468 South AvenueNew Canaan, CT 06840-6398

(203) 594-4500

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

79th percentile

24%

Higher net margin than 79% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

74th percentile

23%

Faster asset growth than 74% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

46th percentile

-0.9%

Faster revenue growth than 46% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$173,961

Up $32,827 (+23%) from 2016

Net Assets

Up

$173,961

Up $32,827 (+23%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$139,399

Down $1,266 (-0.9%) from 2016

Expenses

Down

$106,572

Down $26,920 (-20%) from 2016

Net Income

Up

$32,827

Up $25,654 (+358%) from 2016

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2012: $80,576Liabilities 2012: $0Net Assets 2012: $80,5762012Assets 2013: $92,274Liabilities 2013: $0Net Assets 2013: $92,2742013Assets 2014: $100,409Liabilities 2014: $0Net Assets 2014: $100,4092014Assets 2015: $133,961Liabilities 2015: $0Net Assets 2015: $133,9612015Assets 2016: $141,134Liabilities 2016: $0Net Assets 2016: $141,1342016Assets 2017: $173,961Liabilities 2017: $0Net Assets 2017: $173,9612017Assets 2018: $178,533Liabilities 2018: $0Net Assets 2018: $178,5332018Assets 2019: $239,308Liabilities 2019: $0Net Assets 2019: $239,3082019Assets 2020: $289,913Liabilities 2020: $0Net Assets 2020: $289,9132020Assets 2021: $339,344Liabilities 2021: $0Net Assets 2021: $339,3442021Assets 2022: $367,214Liabilities 2022: $0Net Assets 2022: $367,2142022Assets 2023: $179,088Liabilities 2023: $0Net Assets 2023: $179,0882023Assets 2024: $61,376Liabilities 2024: $0Net Assets 2024: $61,3762024Assets 2025: $105,424Liabilities 2025: $0Net Assets 2025: $105,4242025

Highlighted filing

2017

Assets$173,961
Liabilities$0
Net Assets$173,961

Operations Trend

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

$400K$200K$0-$200KRevenue 2012: $116,317Expenses 2012: $116,313Net Income 2012: $42012Revenue 2013: $128,387Expenses 2013: $116,689Net Income 2013: $11,6982013Revenue 2014: $145,492Expenses 2014: $137,357Net Income 2014: $8,1352014Revenue 2015: $146,088Expenses 2015: $112,536Net Income 2015: $33,5522015Revenue 2016: $140,665Expenses 2016: $133,492Net Income 2016: $7,1732016Revenue 2017: $139,399Expenses 2017: $106,572Net Income 2017: $32,8272017Revenue 2018: $169,625Expenses 2018: $165,053Net Income 2018: $4,5722018Revenue 2019: $180,270Expenses 2019: $119,495Net Income 2019: $60,7752019Revenue 2020: $162,589Expenses 2020: $111,984Net Income 2020: $50,6052020Revenue 2021: $141,335Expenses 2021: $91,904Net Income 2021: $49,4312021Revenue 2022: $174,775Expenses 2022: $146,905Net Income 2022: $27,8702022Revenue 2023: $137,053Expenses 2023: $325,179Net Income 2023: -$188,1262023Revenue 2024: $183,121Expenses 2024: $300,834Net Income 2024: -$117,7132024Revenue 2025: $123,805Expenses 2025: $79,757Net Income 2025: $44,0482025

Highlighted filing

2017

Revenue$139,399
Expenses$106,572
Net Income$32,827
Jump To
Filing Snapshot
Filing Period
Aug 1, 2016 to Jul 31, 2017
Signed
Feb 13, 2018
Return Version
2016v3.1
Gross Receipts
$179,961
Mission and Program Overview

Mission

The saxe ptc promotes a strong relationship between parents and the school community, providing funds for school, departmental and classroom educational enrichment programs, operations and building structure.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$98,964$131,749▲ $32,785
Savings and Temporary Cash Investments$42,170$42,212▲ $42
Total Assets$141,134$173,961▲ $32,827
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$141,134$173,961▲ $32,827
Total Net Assets Fund Balance$141,134$173,961▲ $32,827
Total Liabilities and Net Assets / Fund Balance$141,134$173,961▲ $32,827
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jennifer MurphyCo-president
Katie Van DussenCo-president
Darcy SmithAsst VP Comm
Bean MatthewsCo Treasurer
Kat OwsleyCo Treasurer
Kristian BarnardCo VP Hospit
Laurel HoweCo VP Hospit
Caryn KellyCo VP Progra
Christine MooreCo VP Progra
Amy BennetCo VP Ways/m
Deena YoungCo VP Ways/m
Natalie KortmanVP Communica
Revenue and Support

Revenue Composition

Contributions and Grants
$25,747
Program Service Revenue
$0
Investment Income
$42
Other Revenue
$113,610
Change in Net Assets
$32,827
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$106,572
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$13,170--$13,170
All Other Expenses$1,470$6,176-$7,646
Total Functional Expenses$100,396$6,176$0$106,572
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$154,172
Fundraising Direct Expenses$40,562
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundraiser$92,862$92,862$5,834$87,028
School Spirit$26,268$26,268$15,566$10,702
Total Events$152,697$152,697$38,872$113,825
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Saxe Parent Teacher Council
EIN
06-1329382
Phone
2035944500
Address
468 SOUTH AVENUE, NEW CANAAN, CT 06840-6398

Signing Officer

Name
Katie Van Dussen
Title
Co-president
Phone
2035944500
Signed
2018-02-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Katie Van Dussen
Legal Domicile
Ct
Voting Board Members
12
Independent Board Members
0
Employees
0
Volunteers
250

Preparer

Firm
Davis & Associates Pc
Address
16 CROSS ST, NEW CANAAN, CT 06840
Preparer
Mary Davis Cody
Phone
2039668404
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

Donated labor to support student activities and fund raising events.

Raw XML Appendix355 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.

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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt033567
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0152697
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0113825
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt017472
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt038872
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05834
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt015566
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DONATED LABOR TO SUPPORT STUDENT ACTIVITIES AND FUND RAISING EVENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0141134
IRS990/TotalAssetsEOYAmt0173961
IRS990/TotalAssetsGrp/BOYAmt0141134
IRS990/TotalAssetsGrp/EOYAmt0173961
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt025747
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06176
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0100396
IRS990/TotalFunctionalExpensesGrp/TotalAmt0106572
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0141134
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0173961
IRS990/TotalProgramServiceExpensesAmt0100396
IRS990/TotalRevenueGrp/ExclusionAmt042
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0139399
IRS990/TotalVolunteersCnt0250
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0141134
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0173961
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0141134
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0173961
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0HTTP://SITES.GOOGLE.COM/A/NCPS-K12.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATIE VAN DUSSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02035944500
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAXE PARENT TEACHER COUNCIL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O SAXE MIDDLE SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0SAXE
ReturnHeader/Filer/EIN0061329382
ReturnHeader/Filer/PhoneNum02035944500
ReturnHeader/Filer/USAddress/AddressLine1Txt0468 SOUTH AVENUE
ReturnHeader/Filer/USAddress/CityNm0NEW CANAAN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd0068406398
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId097A661EA455002039FEC8F1CC6C8899944E91E66
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03AA529C1233B908010D1066A724631D89BB015AC
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061448454
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAVIS & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016 CROSS ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW CANAAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006840
ReturnHeader/PreparerPersonGrp/PhoneNum02039668404
ReturnHeader/PreparerPersonGrp/PreparationDt02018-02-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY DAVIS CODY
ReturnHeader/ReturnTs02018-03-14T12:35:57-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-08-01
ReturnHeader/TaxPeriodEndDt02017-07-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.05$0.00$1.05$1.24$0.80$0.44
2024Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$1.83$3.01$1.18
2023Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$1.37$3.25$1.88
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.67$0.00$3.67$1.75$1.47$0.28
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.39$0.00$3.39$1.41$0.92$0.49
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.90$0.00$2.90$1.63$1.12$0.51
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.39$0.00$2.39$1.80$1.19$0.61
2018Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$1.70$1.65$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$1.39$1.07$0.33
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.41$0.00$1.41$1.41$1.33$0.07
2015Summary only. Only limited summary data is available for this year.$1.34$0.00$1.34$1.46$1.13$0.34
2014Summary only. Only limited summary data is available for this year.$1.00$0.00$1.00$1.45$1.37$0.08
2013Summary only. Only limited summary data is available for this year.$0.92$0.00$0.92$1.28$1.17$0.12
2012Summary only. Only limited summary data is available for this year.$0.81$0.00$0.81$1.16$1.16$0.00