Civic Intelligence

The Roger Ludlowe Middle School PTA

990EZ • Fiscal year 2012 • EIN 06-1520442

Jul 01, 2011 to Jun 30, 2012 • Filed on Jan 31, 2013

C/O Rlms 689 Unquowa Road06824
Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

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

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Liabilities / Revenue

57th percentile

0.00x

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

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Net Margin

72nd percentile

15%

Higher net margin than 72% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

69th percentile

15%

Faster asset growth than 69% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

58th percentile

6.5%

Faster revenue growth than 58% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

Assets

Up

$51,051

Up $6,580 (+15%) from 2011

Net Assets

$51,051

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2011

Revenue

Up

$42,927

Up $2,630 (+6.5%) from 2011

Expenses

Up

$36,347

Up $167 (+0.5%) from 2011

Net Income

Up

$6,580

Up $2,463 (+60%) from 2011

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2011: $44,471Liabilities 2011: $02011Assets 2012: $51,051Liabilities 2012: $0Net Assets 2012: $51,0512012Assets 2013: $37,807Liabilities 2013: $0Net Assets 2013: $37,8072013Assets 2014: $39,805Liabilities 2014: $0Net Assets 2014: $39,8052014Assets 2015: $44,813Liabilities 2015: $0Net Assets 2015: $44,8132015Assets 2016: $42,646Liabilities 2016: $0Net Assets 2016: $42,6462016Assets 2017: $49,605Liabilities 2017: $0Net Assets 2017: $49,6052017Assets 2018: $43,963Liabilities 2018: $0Net Assets 2018: $43,9632018Assets 2019: $45,776Liabilities 2019: $0Net Assets 2019: $45,7762019Assets 2020: $59,687Liabilities 2020: $0Net Assets 2020: $59,6872020Assets 2021: $45,280Liabilities 2021: $0Net Assets 2021: $45,2802021Assets 2022: $34,224Liabilities 2022: $0Net Assets 2022: $34,2242022Assets 2023: $43,128Liabilities 2023: $0Net Assets 2023: $43,1282023Assets 2024: $58,669Liabilities 2024: $0Net Assets 2024: $58,6692024Assets 2025: $40,406Net Assets 2025: $40,4062025

Highlighted filing

2012

Assets$51,051
Liabilities$0
Net Assets$51,051

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2011: $40,297Expenses 2011: $36,180Net Income 2011: $4,1172011Revenue 2012: $42,927Expenses 2012: $36,347Net Income 2012: $6,5802012Revenue 2013: $41,270Expenses 2013: $54,514Net Income 2013: -$13,2442013Revenue 2014: $37,543Expenses 2014: $35,545Net Income 2014: $1,9982014Revenue 2015: $41,104Expenses 2015: $36,433Net Income 2015: $4,6712015Revenue 2016: $37,077Expenses 2016: $39,244Net Income 2016: -$2,1672016Revenue 2017: $52,269Expenses 2017: $42,604Net Income 2017: $9,6652017Revenue 2018: $47,282Expenses 2018: $52,924Net Income 2018: -$5,6422018Revenue 2019: $43,835Expenses 2019: $41,795Net Income 2019: $2,0402019Revenue 2020: $40,895Expenses 2020: $26,984Net Income 2020: $13,9112020Revenue 2021: $8,770Expenses 2021: $23,177Net Income 2021: -$14,4072021Revenue 2022: $37,731Expenses 2022: $48,787Net Income 2022: -$11,0562022Revenue 2023: $36,221Expenses 2023: $27,317Net Income 2023: $8,9042023Revenue 2024: $45,482Expenses 2024: $29,941Net Income 2024: $15,5412024Revenue 2025: $49,154Expenses 2025: $56,573Net Income 2025: -$7,4192025

Highlighted filing

2012

Revenue$42,927
Expenses$36,347
Net Income$6,580
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Jan 31, 2013
Return Version
2011v1.2
Mission and Program Overview

Mission

Parent, staff, and student support

Filing and Contact Details

Filer

EIN
06-1520442
Raw XML Appendix189 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/ActivitiesNotPreviouslyRpt00
IRS990EZ/AmountOfTaxImposedOnOrgMgr00
IRS990EZ/AmountOfTaxReimbursedByOrg00
IRS990EZ/CashSavingsAndInvestments/BOY043545
IRS990EZ/CashSavingsAndInvestments/EOY050125
IRS990EZ/ContributionsGiftsGrantsEtc014780
IRS990EZ/DirectIndirectPoliticalExpend00
IRS990EZ/DoesOrgHaveHospital00
IRS990EZ/EngagedInExcessBenefitTrans00
IRS990EZ/EngageInLobbyingActivities00
IRS990EZ/EngagePoliticalCmpgnActivities00
IRS990EZ/ExcessOrDeficitForYear06580
IRS990EZ/FeesAndOthPymtToIndContractors0100
IRS990EZ/FiledScheduleA01
IRS990EZ/ForeignFinancialAccount00
IRS990EZ/ForeignOffice00
IRS990EZ/FundraisingGrossIncome048040
IRS990EZ/GrossReceipts062878
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InfoInScheduleOPartII0X
IRS990EZ/InfoInScheduleOPartIII0X
IRS990EZ/InfoInScheduleOPartV0X
IRS990EZ/InvestmentIncome058
IRS990EZ/MadeChangesToOrgnzngEtcDoc00
IRS990EZ/MadeLoansToFromOfficers00
IRS990EZ/MaintainAnyDonorAdvisedFunds00
IRS990EZ/MethodOfAccountingAccrual0X
IRS990EZ/NetAssetsOrFundBalances/BOY044471
IRS990EZ/NetAssetsOrFundBalancesBOY044471
IRS990EZ/NetAssetsOrFundBalances/EOY051051
IRS990EZ/NetAssetsOrFundBalancesEOY051051
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine101742 MILL PLAIN ROAD
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine1144 BAYEDGE COURT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine12143 FERNCLIFF ROAD
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City0FAIRFIELD
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City1FAIRFIELD
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City2FAIRFIELD
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State0CT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State1CT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State2CT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode006824
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode106824
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode206825
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition03.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition13.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition23.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0LAURA BERNASCHINA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1CLAUDINE MEARS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2JENNY ALESSI
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1TREASURER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2SECRETARY
IRS990EZ/OperatingSchool00
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc00
IRS990EZ/OrganizationHadUBI00
IRS990EZ/OtherAssetsTotal/BOY0926
IRS990EZ/OtherAssetsTotal/EOY0926
IRS990EZ/OtherChangesInNetAssets00
IRS990EZ/OtherExpensesTotal036247
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0MIDDLE SCHOOL PARENT/TEACHER ASSOCIATION
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0TO ALLOW STUDENTS TO PARTICIPATE IN SCHOOL ACTIVITIES IN CASES IN WHICH THE FAMILY DOES NOT HAVE THE REQUIRED FUNDS FOR THE ACTIVITY
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom1TO BRING INTO CLOSER RELATIONSHIP THE HOME AND SCHOOL, THAT PARENTS AND TEACHERS MAY COOPERATE INTELLIGENTLY IN THE EDUCATION OF STUDENTS
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom2TO DEVELOP RELATIONSHIPS BETWEEN EDUCATORS AND THE GENERAL PUBLIC AS WILL SECURE FOR THE STUDENTS THE HIGHEST ADVANTAGES IN EDUCATION
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations00
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations10
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations20
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses09919
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses114548
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses25741
IRS990EZ/ProhibitedTaxShelterTrans00
IRS990EZ/RelatedOrgControlledEntity00
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SpecialEventsDirectExpenses019951
IRS990EZ/SpecialEventsNetIncomeLoss028089
IRS990EZ/SubjectToProxyTax00
IRS990EZ/SumOfTotalLiabilities/BOY00
IRS990EZ/SumOfTotalLiabilities/EOY00
IRS990EZ/TanningServicesProvided00
IRS990EZ/TaxImposedUnderIRC491100
IRS990EZ/TaxImposedUnderIRC491200
IRS990EZ/TaxImposedUnderIRC495500
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine10689 UNQUOWA ROAD
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0FAIRFIELD
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0CT
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode0068245010
IRS990EZ/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10CO RLMS - PSTA TREASURER
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber02032558345
IRS990EZ/TotalAssets/BOY044471
IRS990EZ/TotalAssets/EOY051051
IRS990EZ/TotalExpenses036347
IRS990EZ/TotalProgramServiceExpenses030208
IRS990EZ/TotalRevenue042927
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg00
IRS990EZ/WebSite0N/A
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYear014780
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus1Year010950
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus2Years07555
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus3Years06660
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus4Years06360
IRS990ScheduleA/GiftsGrantsContribReceived170/Total046305
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYear058
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus1Year055
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus2Years017
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus3Years025
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus4Years085
IRS990ScheduleA/GrossInvestmentIncome170/Total0240
IRS990ScheduleA/GrossReceiptsFromAdmissionsEtc0366368
IRS990ScheduleA/PubliclySupportedOrg170b1Avi0X
IRS990ScheduleA/PublicSupportPertcentage17000.99480
IRS990ScheduleA/PublicSupportPertcentPriorYear00.99000
IRS990ScheduleA/PublicSupportTotal170046305
IRS990ScheduleA/ThirtyThreePercntTestsCY1700X
IRS990ScheduleA/Total170/CurrentTaxYear014780
IRS990ScheduleA/Total170/CurrentTaxYearMinus1Year010950
IRS990ScheduleA/Total170/CurrentTaxYearMinus2Years07555
IRS990ScheduleA/Total170/CurrentTaxYearMinus3Years06660
IRS990ScheduleA/Total170/CurrentTaxYearMinus4Years06360
IRS990ScheduleA/Total170/Total046305
IRS990ScheduleA/TotalSupport046545
IRS990ScheduleG/EventsInformation/DirectExpenseSummaryEvents019951
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent1028076
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent207196
IRS990ScheduleG/EventsInformation/GrossReceiptsOtherEvents012768
IRS990ScheduleG/EventsInformation/GrossReceiptsTotal048040
IRS990ScheduleG/EventsInformation/GrossRevenueEvent1028076
IRS990ScheduleG/EventsInformation/GrossRevenueEvent207196
IRS990ScheduleG/EventsInformation/GrossRevenueOtherEvents012768
IRS990ScheduleG/EventsInformation/GrossRevenueTotalEvents048040
IRS990ScheduleG/EventsInformation/NameOfEvent10MAGAZINE DRIVE
IRS990ScheduleG/EventsInformation/NameOfEvent20BASKETBALL BASH
IRS990ScheduleG/EventsInformation/NetIncomeSummary028089
IRS990ScheduleG/EventsInformation/NonCashPrizesEvent10572
IRS990ScheduleG/EventsInformation/NonCashPrizesTotalEvents0572
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent108946
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent20540
IRS990ScheduleG/EventsInformation/OtherDirectExpensesOtherEvents09893
IRS990ScheduleG/EventsInformation/OtherDirectExpensesTotalEvents019379
IRS990ScheduleG/EventsInformation/TotalNumberOfOtherEvents04
IRS990ScheduleG/SpecialFundraisingEvents0X
IRS990ScheduleO/GeneralExplanation/Explanation0INTEREST INCOME 58..
IRS990ScheduleO/GeneralExplanation/Explanation1DESCRIPTION: PROGRAM SERVICES-ENVIRONMENTAL. AMOUNT: 130. DESCRIPTION: PROGRAM SERVICES-CULTURAL. AMOUNT: 1,440. DESCRIPTION: PROGRAM SERVICES-SCHOLARSHIPS. AMOUNT: 7,398. DESCRIPTION: PROGRAM SERVICES-ASSEMBLIES. AMOUNT: 2,895. DESCRIPTION: PROGRAM SERVICES-STUDENT ACTIVITIES. AMOUNT: 10,083. DESCRIPTION: PROGRAM SERVICES-ASSIGNMENT BOOKS. AMOUNT: 3,220. DESCRIPTION: PROGRAM SERVICES-GRANTS. AMOUNT: 5,125. DESCRIPTION: PAYMENTS TO AFFILIATES-PTA DUES. AMOUNT: 5,485. DESCRIPTION: GENERAL-INSURANCE. AMOUNT: 310. DESCRIPTION: GENERAL-OFFICE SUPPLIES & FEES. AMOUNT: 161. TOTAL TO FORM 990-EZ, LINE 16: 36,247.
IRS990ScheduleO/GeneralExplanation/Explanation2DESCRIPTION: SPIRITWEAR INVENTORY. BEG. OF YEAR AMOUNT: 926. END OF YEAR AMOUNT: 926.
IRS990ScheduleO/GeneralExplanation/Identifier0OTHER INVESTMENT INCOME
IRS990ScheduleO/GeneralExplanation/Identifier1OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/Identifier2OTHER ASSETS
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990-EZ, PART I, LINE 4
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990-EZ, PART II, LINE 24
TransferPrsnlBnftContractsDecl/Declaration0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0061520442
ReturnHeader/Filer/Name/BusinessNameLine10THE ROGER LUDLOWE MIDDLE SCHOOL PTA
ReturnHeader/Filer/NameControl0ROGE
ReturnHeader/Filer/Phone02032558345
ReturnHeader/Filer/USAddress/AddressLine10C/O RLMS 689 UNQUOWA ROAD
ReturnHeader/Filer/USAddress/City0FAIRFIELD
ReturnHeader/Filer/USAddress/State0CT
ReturnHeader/Filer/USAddress/ZIPCode006824
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-01-31
ReturnHeader/Officer/Name0CLAUDINE MEARS
ReturnHeader/Officer/Phone02032558345
ReturnHeader/Officer/Title0TREASURER
ReturnHeader/PreparerFirm/EIN0133358605
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10WILLIAM W HOLDEN CPA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10191 POST ROAD WEST
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0WESTPORT
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CT
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode006880
ReturnHeader/Preparer/Name0WILLIAM W HOLDEN
ReturnHeader/Preparer/Phone02032212845
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02011-07-01
ReturnHeader/TaxPeriodEndDate02012-06-30
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02013-01-31T14:06:06-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$40.4$40.4$49.2$56.6$7.42
2024Detailed filing. Detailed filing data is available for this year.$58.7$0.00$58.7$45.5$29.9$15.5
2023Detailed filing. Detailed filing data is available for this year.$43.1$0.00$43.1$36.2$27.3$8.90
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.2$0.00$34.2$37.7$48.8$11.1
2021Detailed filing. Detailed filing data is available for this year.$45.3$0.00$45.3$8.77$23.2$14.4
2020Detailed filing. Detailed filing data is available for this year.$59.7$0.00$59.7$40.9$27.0$13.9
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$45.8$0.00$45.8$43.8$41.8$2.04
2018Detailed filing. Detailed filing data is available for this year.$44.0$0.00$44.0$47.3$52.9$5.64
2017Detailed filing. Detailed filing data is available for this year.$49.6$0.00$49.6$52.3$42.6$9.67
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$42.6$0.00$42.6$37.1$39.2$2.17
2015Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$44.8$0.00$44.8$41.1$36.4$4.67
2014Detailed filing. Detailed filing data is available for this year.$39.8$0.00$39.8$37.5$35.5$2.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$37.8$0.00$37.8$41.3$54.5$13.2
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$51.1$0.00$51.1$42.9$36.3$6.58
2011Summary only. Only limited summary data is available for this year.$44.5$0.00$40.3$36.2$4.12
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2012 filings • 501(c)3 • <$500k nonprofits