Civic Intelligence

Lake Garda Elementary School PTA

EIN 06-1403390 • 501(c)3 • Burlington, CT

Profile

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.

61 Monce RoadBurlington, CT 06013

www.lakegardapta.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

54th percentile

3.8%

Higher net margin than 54% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

64th percentile

6.3%

Faster asset growth than 64% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

87th percentile

65%

Faster revenue growth than 87% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$15,262

Up $901 (+6.3%) from 2021

Liabilities

Flat

$0

Flat from 2021

Net Assets

Up

$15,262

Up $901 (+6.3%) from 2021

Operations
Liabilities / Revenue62nd percentileNet Margin54th percentile

Revenue

Up

$23,941

Up $9,388 (+65%) from 2021

Expenses

Up

$23,041

Up $9,812 (+74%) from 2021

Net Income

Down

$900

Down $424 (-32%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth64th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$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

2022

Assets$15,262
Liabilities$0
Net Assets$15,262
Open 2022 Filing

Operations Trend

Revenue Growth87th percentile

Revenue, expenses, and net income by year, with the latest 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

2022

Revenue$23,941
Expenses$23,041
Net Income$900
Open 2022 Filing

Filings

Most recent year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,262
Liabilities
$0
Net assets
$15,262
Revenue
$23,941
Expenses
$23,041
Net income
$900
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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Sep 28, 2022
Return Version
2021v4.0
Gross Receipts
$23,941
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-$18,577
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 Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MEGHAN RUTHERFORDPresidentPT$0--
FARAH BOUCHERTreasurerPT$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
8606822597
Signed
2022-09-28
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 3,743 grade 4 gifts 985 hospitality 1,246 garden 347 ice cream social 217 pta ct dues 721 misc programs/expenses 574 teachers request 351 teacher appreciation 925 spirit wear 7,035 family nite out 1,100 fundraiser 193 hartford stage 3,400 book fair 1,754 total 22,591”

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 Appendix135 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/PersonNm0FARAH BOUCHER
IRS990EZ/BooksInCareOfDetail/PhoneNum08606822597
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/BOYAmt014362
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt015262
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01376
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0900
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0450
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt014362
IRS990EZ/Form990TotalAssetsGrp/EOYAmt015262
IRS990EZ/GrossReceiptsAmt023941
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt014362
IRS990EZ/NetAssetsOrFundBalancesEOYAmt015262
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt014362
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt015262
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt115.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt215.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MEGHAN RUTHERFORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1FARAH BOUCHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2EMILY PONTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt022591
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/ProgramServiceRevenueAmt022565
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/ProgramServiceExpensesAmt018577
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt023041
IRS990EZ/TotalProgramServiceExpensesAmt018577
IRS990EZ/TotalRevenueAmt023941
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.LAKEGARDAPTA.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01376
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0179
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0841
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0490
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02886
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt022565
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt014553
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt052997
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt076739
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt064761
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0231615
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0234501
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt023941
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt014553
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt053176
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt077580
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt065251
IRS990ScheduleA/Total509Grp/TotalAmt0234501
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt023941
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt014553
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt053176
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt077580
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt065251
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0234501
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES PTA ADMIN EXPENSE 3,743 GRADE 4 GIFTS 985 HOSPITALITY 1,246 GARDEN 347 ICE CREAM SOCIAL 217 PTA CT DUES 721 MISC PROGRAMS/EXPENSES 574 TEACHERS REQUEST 351 TEACHER APPRECIATION 925 SPIRIT WEAR 7,035 FAMILY NITE OUT 1,100 FUNDRAISER 193 HARTFORD STAGE 3,400 BOOK FAIR 1,754 TOTAL 22,591
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/PhoneNum08606822597
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-09-28
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/PreparationDt02022-09-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FRANCES M BELLI
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-09-28T10:50:50-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MEGHAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0RUTHERFORD
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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