Civic Intelligence

Ptsa Connecticut Inc

990EZ • Fiscal year 2021 • EIN 06-1403390

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 02, 2021

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

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

51st percentile

9.1%

Higher net margin than 51% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

56th percentile

10%

Faster asset growth than 56% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

9th percentile

-73%

Faster revenue growth than 9% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$14,361

Up $1,323 (+10%) from 2020

Net Assets

Up

$14,361

Up $1,323 (+10%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin51st percentile

Revenue

Down

$14,553

Down $38,623 (-73%) from 2020

Expenses

Down

$13,229

Down $38,828 (-75%) from 2020

Net Income

Up

$1,324

Up $205 (+18%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth56th 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

2021

Assets$14,361
Liabilities$0
Net Assets$14,361
Open 2021 Filing

Operations Trend

Revenue Growth9th 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

2021

Revenue$14,553
Expenses$13,229
Net Income$1,324
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 2, 2021
Return Version
2020v4.0
Gross Receipts
$14,553
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-$9,537
ENRICHMENT PROVIDED FOR PARENTS/TEACHERS/PUPILS: EDUCATIONAL FIELD TRIPS AND LECTURES--
CULTURAL DAY INVOLVED RESSEARCH AND EXPLANATION OF CURRENT TOPICS--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MEGHAN RUTHERFORDPresidentPT$0--
JODY-LINN PINKERTONTreasurerPT$0--
EMILY PONTESecretaryPT$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
Meghan Rutherford
Title
President
Phone
8609898397
Signed
2021-11-02
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 pta admin expense 3,070 grade 4 gifts 1,523 hospitality 1,184 garden 371 birthday b ook 430 pta ct dues 622 misc programs/expenses 1,151 teachers request 306 spirit wear 2,395 indoor recess 1,513 fundraiser 279 other events 385 total 13,229”

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 Appendix137 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/PersonNm0MEGHAN RUTHERFORD
CompensationExplanation/CompensationExplanationGrp/PersonNm1JODYLINN PINKERTON
CompensationExplanation/CompensationExplanationGrp/PersonNm2EMILY PONTE
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/BOYAmt013037
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt014361
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01324
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt013037
IRS990EZ/Form990TotalAssetsGrp/EOYAmt014361
IRS990EZ/GrossReceiptsAmt014553
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01255
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt013037
IRS990EZ/NetAssetsOrFundBalancesEOYAmt014361
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt013037
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt014361
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt030.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt130.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt230.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MEGHAN RUTHERFORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JODY-LINN PINKERTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2EMILY PONTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt013229
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/ProgramServiceRevenueAmt013298
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/ProgramServiceExpensesAmt09537
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt013229
IRS990EZ/TotalProgramServiceExpensesAmt09537
IRS990EZ/TotalRevenueAmt014553
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.LAKEGARDAPTA.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0179
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0841
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0490
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01430
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02940
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt014553
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt052997
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt076739
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt064761
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt083429
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0292479
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0295419
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt014553
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt053176
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt077580
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt065251
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt084859
IRS990ScheduleA/Total509Grp/TotalAmt0295419
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt014553
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt053176
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt077580
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt065251
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt084859
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0295419
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES PTA ADMIN EXPENSE 3,070 GRADE 4 GIFTS 1,523 HOSPITALITY 1,184 GARDEN 371 BIRTHDAY B OOK 430 PTA CT DUES 622 MISC PROGRAMS/EXPENSES 1,151 TEACHERS REQUEST 306 SPIRIT WEAR 2,395 INDOOR RECESS 1,513 FUNDRAISER 279 OTHER EVENTS 385 TOTAL 13,229
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 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 III
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MEGHAN RUTHERFORD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08609898397
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-02
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/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/PreparationDt02021-11-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FRANCES M BELLI
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-11-02T07:56:24-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MEGHAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0RUTHERFORD
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,361
Liabilities
$0
Net assets
$14,361
Revenue
$14,553
Expenses
$13,229
Net income
$1,324
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
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)3 • <$500k nonprofits