Civic Intelligence

Saxe Parent Teacher Council

990 • Fiscal year 2019 • EIN 06-1329382

Aug 01, 2018 to Jul 31, 2019 • Filed on Jan 20, 2020

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

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

85th percentile

34%

Higher net margin than 85% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

79th percentile

34%

Faster asset growth than 79% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

58th percentile

6.3%

Faster revenue growth than 58% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$239,308

Up $60,775 (+34%) from 2018

Net Assets

Up

$239,308

Up $60,775 (+34%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$180,270

Up $10,645 (+6.3%) from 2018

Expenses

Down

$119,495

Down $45,558 (-28%) from 2018

Net Income

Up

$60,775

Up $56,203 (+1229%) from 2018

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

2019

Assets$239,308
Liabilities$0
Net Assets$239,308

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

2019

Revenue$180,270
Expenses$119,495
Net Income$60,775
Jump To
Filing Snapshot
Filing Period
Aug 1, 2018 to Jul 31, 2019
Signed
Jan 20, 2020
Return Version
2018v3.2
Gross Receipts
$221,748
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$136,278$197,011▲ $60,733
Savings and Temporary Cash Investments$42,255$42,297▲ $42
Total Assets$178,533$239,308▲ $60,775
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$178,533$239,308▲ $60,775
Total Net Assets Fund Balance$178,533$239,308▲ $60,775
Total Liabilities and Net Assets / Fund Balance$178,533$239,308▲ $60,775
Compensation and Service Providers

Board Members and Trustees

NameTitle
Susan GelvinCo-president
Ann McmahonAsst Treasur
JULIE DEASY-O'BRIENAsst VP Comm
Kristin ReedCo VP-hospit
Marjorie FurmanCo VP-hospit
Patty ZoccolilloCo VP-progra
Geri MohrCo- Presiden
Jen HladickCo-VP-progra
Anne SchimmeckCo-VP-ways &
Emily HanlonCo-VP-ways &
Stephanie TaylorTreasurer
Amy FieldsVP Communica
Revenue and Support

Revenue Composition

Contributions and Grants
$18,549
Program Service Revenue
$0
Investment Income
$42
Other Revenue
$161,679
Change in Net Assets
$60,775
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$119,495
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$15,895$9,159-$9,159
All Other Expenses$2,347--$2,347
Total Functional Expenses$110,336$9,159$0$119,495
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$203,157
Fundraising Direct Expenses$41,478
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Celebrate Saxe$150,597$150,597$9,522$141,075
School Spirit$30,068$30,068$17,095$12,973
Total Events$198,232$198,232$38,562$159,670
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
Susan Gelvin
Title
Co-president
Phone
2035944500
Signed
2020-01-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Susan Gelvin
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 Appendix361 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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IRS990/Form990PartVIISectionAGrp/TitleTxt5CO-VP-WAYS &
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt030068
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt017567
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0198232
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0159670
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt011945
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt038562
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt09522
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt017095
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
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/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0178533
IRS990/TotalAssetsEOYAmt0239308
IRS990/TotalAssetsGrp/BOYAmt0178533
IRS990/TotalAssetsGrp/EOYAmt0239308
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt018549
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt09159
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0110336
IRS990/TotalFunctionalExpensesGrp/TotalAmt0119495
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0178533
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0239308
IRS990/TotalProgramServiceExpensesAmt0110336
IRS990/TotalRevenueGrp/ExclusionAmt042
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0180270
IRS990/TotalVolunteersCnt0250
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0178533
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0239308
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0178533
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0239308
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0HTTP://SITES.GOOGLE.COM/A/NCPS-K12.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN GELVIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02035944500
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-01-20
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/AtSubmissionCreationDeviceId01605977D17B160D8BF504E61F8935D2F0AF59DA3
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03AA529C1233B908010D1066A724631D89BB015AC
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.22.165.118
ReturnHeader/FilingSecurityInformation/IPDt02020-03-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:40:22
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/PreparationDt02020-01-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY DAVIS CODY
ReturnHeader/ReturnTs02020-03-09T14:40:22-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-08-01
ReturnHeader/TaxPeriodEndDt02019-07-31
ReturnHeader/TaxYr02018

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
2019Detailed filing. Detailed filing data is available for this year.$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
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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