Civic Intelligence

Lake Garda Elementary School PTA

990EZ • Fiscal year 2017 • EIN 06-1403390

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 01, 2017

Organization ProfileWWW.LAKEGARDAPTA.ORG
61 Monce RoadBurlington, CT 06013

(860) 989-8397

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

24th percentile

-9.9%

Higher net margin than 24% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

24th percentile

-14%

Faster asset growth than 24% of similar nonprofits.

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

Revenue Growth

55th percentile

4.1%

Faster revenue growth than 55% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$50,424

Down $8,438 (-14%) from 2016

Net Assets

$50,424

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin24th percentile

Revenue

Up

$84,859

Up $3,356 (+4.1%) from 2016

Expenses

Up

$93,296

Up $15,328 (+20%) from 2016

Net Income

Down

-$8,437

Down $11,972 (-339%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$60K$40K$20K$0Assets 2012: $27,728Liabilities 2012: $02012Assets 2013: $47,290Liabilities 2013: $02013Assets 2014: $43,686Liabilities 2014: $02014Assets 2015: $55,328Liabilities 2015: $02015Assets 2016: $58,862Liabilities 2016: $02016Assets 2017: $50,424Liabilities 2017: $0Net Assets 2017: $50,4242017Assets 2018: $29,507Liabilities 2018: $0Net Assets 2018: $29,5072018Assets 2019: $11,919Liabilities 2019: $0Net Assets 2019: $11,9192019Assets 2020: $13,038Liabilities 2020: $0Net Assets 2020: $13,0382020Assets 2021: $14,361Liabilities 2021: $0Net Assets 2021: $14,3612021Assets 2022: $15,262Liabilities 2022: $0Net Assets 2022: $15,2622022

Highlighted filing

2017

Assets$50,424
Liabilities$0
Net Assets$50,424
Open 2017 Filing

Operations Trend

Revenue Growth55th percentile

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

$100K$50K$0-$50KRevenue 2012: $78,124Expenses 2012: $71,273Net Income 2012: $6,8512012Revenue 2013: $80,225Expenses 2013: $61,563Net Income 2013: $18,6622013Revenue 2014: $73,463Expenses 2014: $77,067Net Income 2014: -$3,6042014Revenue 2015: $85,067Expenses 2015: $73,525Net Income 2015: $11,5422015Revenue 2016: $81,503Expenses 2016: $77,968Net Income 2016: $3,5352016Revenue 2017: $84,859Expenses 2017: $93,296Net Income 2017: -$8,4372017Revenue 2018: $65,251Expenses 2018: $86,171Net Income 2018: -$20,9202018Revenue 2019: $77,580Expenses 2019: $95,169Net Income 2019: -$17,5892019Revenue 2020: $53,176Expenses 2020: $52,057Net Income 2020: $1,1192020Revenue 2021: $14,553Expenses 2021: $13,229Net Income 2021: $1,3242021Revenue 2022: $23,941Expenses 2022: $23,041Net Income 2022: $9002022

Highlighted filing

2017

Revenue$84,859
Expenses$93,296
Net Income-$8,437
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 1, 2017
Return Version
2016v3.0
Gross Receipts
$84,859
Mission and Program Overview

Mission

The primary exempt purpose of the lake garda elementary school pta is to develop and promote a strong parent/teacher relationship for the academic and social benefit of all children.

Program Services

DescriptionGrantsExpenses
ALL OTHER TAX-EXEMPT PROGRAMS-$66,663
ENRICHMENT PROVIDED FOR PARENTS/TEACHERS/PUPILS: EDUCATIONAL FIELD TRIPS AND LECTURES-$15,357
CULTURAL DAY INVOLVED RESSEARCH AND EXPLANATION OF CURRENT TOPICS-$1,185
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRACY SCARBOROUGHPresidentPT$0--
PAULA SHELLITOPresidentPT$0--
KELLY CHAPMANV. PresidentPT$0--
JODY-LINN PINKERTONTreasurerPT$0--
CARYN MARTINELLISecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Lake Garda Elementary School Pta
EIN
06-1403390
Phone
8609898397
Address
61 MONCE ROAD, BURLINGTON, CT 06013

Signing Officer

Name
Tracy Scarborough
Title
President
Phone
8609898397
Signed
2017-11-01
Discuss with paid preparer
Yes

Preparer

Firm
Frances M Belli Ea LLC
Address
PO BOX 40 55 WHITING ST STE 2B, PLAINVILLE, CT 06062-2262
Preparer
Frances M Belli
Phone
8607939761
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses program and enrichment 11,464 grade level program 4,739 insurance 410 bank charges 337 ptsa expense 7,499 picnic expense 1,130 book fair 4,790 drama club 7,590 ice cream social 873 science day 1,185 grade 4 gifts 950 writing express 132 hospitality 1,022 garden 692 harlen wizards 2,031 class library/books 3,893 spiritwear expense 943 family nite out 10,940 script program 5,937 pta ct dues 1,455 lgs pta website 390 teachers request 6,085 ice skating 180 kids go shopping 5,681 birthday book 1,958 hartford whalers 1,630 moving up celebration 200 fundraiser 9,160 total 93,296”

Form 990-ez, Part I, Line 20

“Reconiliation from 2014 0”

Form 990-ez, Part III

“The primary exempt purpose of the lake garda elementary school pta is to develop and promote a strong parent/teacher relationship for the academic and social benefit of all children.”

Raw XML Appendix149 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/PersonNm0JODY-LINN PINKERTON
IRS990EZ/BooksInCareOfDetail/PhoneNum08609898397
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0C/O LAKE GARDA PTA 61 MONCE ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BURLINGTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd006013
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt058861
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt050424
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01430
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-8437
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt058861
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IRS990EZ/GrossReceiptsAmt084859
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt018
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0346
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt058861
IRS990EZ/NetAssetsOrFundBalancesEOYAmt050424
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt058861
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt050424
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt115.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt215.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt315.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt415.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TRACY SCARBOROUGH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PAULA SHELLITO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KELLY CHAPMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JODY-LINN PINKERTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CARYN MARTINELLI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2V. PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt093296
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE PRIMARY EXEMPT PURPOSE OF THE LAKE GARDA ELEMENTARY SCHOOL PTA IS TO DEVELOP AND PROMOTE A STRONG PARENT/TEACHER RELATIONSHIP FOR THE ACADEMIC AND SOCIAL BENEFIT OF ALL CHILDREN.
IRS990EZ/ProgramServiceRevenueAmt083065
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ENRICHMENT PROVIDED FOR PARENTS/TEACHERS/PUPILS: EDUCATIONAL FIELD TRIPS AND LECTURES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1CULTURAL DAY INVOLVED RESSEARCH AND EXPLANATION OF CURRENT TOPICS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2ALL OTHER TAX-EXEMPT PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt015357
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11185
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt266663
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt093296
IRS990EZ/TotalProgramServiceExpensesAmt083205
IRS990EZ/TotalRevenueAmt084859
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.LAKEGARDAPTA.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01430
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02126
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04816
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03260
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02197
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt013829
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt083429
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt079377
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt080251
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt070203
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt078028
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0391288
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0405117
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt084859
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt081503
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt085067
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt073463
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt080225
IRS990ScheduleA/Total509Grp/TotalAmt0405117
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt084859
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt081503
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt085067
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt073463
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt080225
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0405117
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES PROGRAM AND ENRICHMENT 11,464 GRADE LEVEL PROGRAM 4,739 INSURANCE 410 BANK CHARGES 337 PTSA EXPENSE 7,499 PICNIC EXPENSE 1,130 BOOK FAIR 4,790 DRAMA CLUB 7,590 ICE CREAM SOCIAL 873 SCIENCE DAY 1,185 GRADE 4 GIFTS 950 WRITING EXPRESS 132 HOSPITALITY 1,022 GARDEN 692 HARLEN WIZARDS 2,031 CLASS LIBRARY/BOOKS 3,893 SPIRITWEAR EXPENSE 943 FAMILY NITE OUT 10,940 SCRIPT PROGRAM 5,937 PTA CT DUES 1,455 LGS PTA WEBSITE 390 TEACHERS REQUEST 6,085 ICE SKATING 180 KIDS GO SHOPPING 5,681 BIRTHDAY BOOK 1,958 HARTFORD WHALERS 1,630 MOVING UP CELEBRATION 200 FUNDRAISER 9,160 TOTAL 93,296
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1RECONILIATION FROM 2014 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PRIMARY EXEMPT PURPOSE OF THE LAKE GARDA ELEMENTARY SCHOOL PTA IS TO DEVELOP AND PROMOTE A STRONG PARENT/TEACHER RELATIONSHIP FOR THE ACADEMIC AND SOCIAL BENEFIT OF ALL CHILDREN.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TRACY SCARBOROUGH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08609898397
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAKE GARDA ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0061403390
ReturnHeader/Filer/PhoneNum08609898397
ReturnHeader/Filer/USAddress/AddressLine1Txt061 MONCE ROAD
ReturnHeader/Filer/USAddress/CityNm0BURLINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006013
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0557D60648DA66FDEC87B05997A913A2A143AD82B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0557D60648DA66FDEC87B05997A913A2A143AD82B
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0260554859
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FRANCES M BELLI EA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 40 55 WHITING ST STE 2B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PLAINVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0060622262
ReturnHeader/PreparerPersonGrp/PhoneNum08607939761
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FRANCES M BELLI
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-11-10T11:28:42-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$50,424
Liabilities
$0
Net assets
$50,424
Revenue
$84,859
Expenses
$93,296
Net income
-$8,437
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$15.3$0.00$15.3$23.9$23.0$0.90
2021Detailed filing. Detailed filing data is available for this year.$14.4$0.00$14.4$14.6$13.2$1.32
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.0$0.00$13.0$53.2$52.1$1.12
2019Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$11.9$0.00$11.9$77.6$95.2$17.6
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.5$0.00$29.5$65.3$86.2$20.9
2017Detailed filing. Detailed filing data is available for this year.$50.4$0.00$50.4$84.9$93.3$8.44
2016Summary only. Only limited summary data is available for this year.$58.9$0.00$81.5$78.0$3.54
2015Summary only. Only limited summary data is available for this year.$55.3$0.00$85.1$73.5$11.5
2014Summary only. Only limited summary data is available for this year.$43.7$0.00$73.5$77.1$3.60
2013Summary only. Only limited summary data is available for this year.$47.3$0.00$80.2$61.6$18.7
2012Summary only. Only limited summary data is available for this year.$27.7$0.00$78.1$71.3$6.85