The Roger Ludlowe Middle School PTA

990EZ • Fiscal year 2013 • EIN 06-1520442

Jul 01, 2012 to Jun 30, 2013 • Filed on Feb 10, 2014

Organization Profile N/A

C/O Rlms 689 Unquowa RoadFairfield, CT 06824

Siviq Scores

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

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

-32%

Higher net margin than 11% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

No value available

This filing does not contain officer compensation rows.

Source year 2013

-26%

Faster asset growth than 17% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

-3.9%

Faster revenue growth than 41% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet

Liabilities / Assets55th percentile

Assets

Down

$37,807

Down $13,244 (-26%) from 2012

Net Assets

Down

$37,807

Down $13,244 (-26%) from 2012

Liabilities

Flat

Flat from 2012

Revenue And Expenses

Liabilities / Revenue56th percentile Net Margin11th percentile

Revenue

Down

$41,270

Down $1,657 (-3.9%) from 2012

Expenses

$54,514

Up $18,167 (+50%) from 2012

Net Income

Down

-$13,244

Down $19,824 (-301%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

Highlighted filing

2013

Assets$37,807

Liabilities$0

Net Assets$37,807

Open 2013 Filing

Operations Trend

Revenue Growth41st percentile

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

Highlighted filing

2013

Revenue$41,270

Expenses$54,514

Net Income-$13,244

Open 2013 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2012 to Jun 30, 2013
Signed: Feb 10, 2014
Return Version: 2012v2.1

Mission and Program Overview

Mission

Parent, staff, and student support

Filing and Contact Details

Filer

EIN: 06-1520442

Raw XML Appendix174 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/ActivitiesNotPreviouslyRpt	0	0
IRS990EZ/AmountOfTaxImposedOnOrgMgr	0	0
IRS990EZ/AmountOfTaxReimbursedByOrg	0	0
IRS990EZ/CashSavingsAndInvestments/BOY	0	50125
IRS990EZ/CashSavingsAndInvestments/EOY	0	35001
IRS990EZ/ContributionsGiftsGrantsEtc	0	14690
IRS990EZ/DirectIndirectPoliticalExpend	0	0
IRS990EZ/DoesOrgHaveHospital	0	0
IRS990EZ/EngagedInExcessBenefitTrans	0	0
IRS990EZ/EngageInLobbyingActivities	0	0
IRS990EZ/EngagePoliticalCmpgnActivities	0	0
IRS990EZ/ExcessOrDeficitForYear	0	-13244
IRS990EZ/FiledScheduleA	0	1
IRS990EZ/ForeignFinancialAccount	0	0
IRS990EZ/ForeignOffice	0	0
IRS990EZ/FundraisingGrossIncome	0	41581
IRS990EZ/GrossReceipts	0	56328
IRS990EZ/InfoInScheduleOPartI	0	X
IRS990EZ/InfoInScheduleOPartII	0	X
IRS990EZ/InfoInScheduleOPartIII	0	X
IRS990EZ/InfoInScheduleOPartV	0	X
IRS990EZ/InvestmentIncome	0	57
IRS990EZ/MadeChangesToOrgnzngEtcDoc	0	0
IRS990EZ/MadeLoansToFromOfficers	0	0
IRS990EZ/MaintainAnyDonorAdvisedFunds	0	0
IRS990EZ/MethodOfAccountingAccrual	0	X
IRS990EZ/NetAssetsOrFundBalances/BOY	0	51051
IRS990EZ/NetAssetsOrFundBalancesBOY	0	51051
IRS990EZ/NetAssetsOrFundBalances/EOY	0	37807
IRS990EZ/NetAssetsOrFundBalancesEOY	0	37807
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	0	3.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	1	3.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	2	3.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	0	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	1	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	2	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc	0	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc	1	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc	2	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances	0	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances	1	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances	2	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	0	LAURA BERNASCHINA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	1	CLAUDINE MEARS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	2	JENNY ALESSI
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	0	PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	1	TREASURER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	2	SECRETARY
IRS990EZ/OperatingSchool	0	0
IRS990EZ/Organization501c3	0	X
IRS990EZ/OrganizationDissolvedEtc	0	0
IRS990EZ/OrganizationHadUBI	0	0
IRS990EZ/OtherAssetsTotal/BOY	0	926
IRS990EZ/OtherAssetsTotal/EOY	0	2806
IRS990EZ/OtherChangesInNetAssets	0	0
IRS990EZ/OtherExpensesTotal	0	54514
IRS990EZ/PartVIAHghstPaidCntrctProfSer	0	NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl	0	NONE
IRS990EZ/PrimaryExemptPurpose	0	MIDDLE SCHOOL PARENT/TEACHER ASSOCIATION
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom	0	TO ALLOW STUDENTS TO PARTICIPATE IN SCHOOL ACTIVITIES IN CASES IN WHICH THE FAMILY DOES NOT HAVE THE REQUIRED FUNDS FOR THE ACTIVITY
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom	1	TO BRING INTO CLOSER RELATIONSHIP THE HOME AND SCHOOL, THAT PARENTS AND TEACHERS MAY COOPERATE INTELLIGENTLY IN THE EDUCATION OF STUDENTS
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom	2	TO DEVELOP RELATIONSHIPS BETWEEN EDUCATORS AND THE GENERAL PUBLIC AS WILL SECURE FOR THE STUDENTS THE HIGHEST ADVANTAGES IN EDUCATION
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations	0	0
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations	1	0
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations	2	0
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses	0	19524
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses	1	14051
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses	2	6018
IRS990EZ/ProhibitedTaxShelterTrans	0	0
IRS990EZ/RelatedOrgControlledEntity	0	0
IRS990EZ/ScheduleBNotRequired	0	X
IRS990EZ/SpecialEventsDirectExpenses	0	15058
IRS990EZ/SpecialEventsNetIncomeLoss	0	26523
IRS990EZ/SubjectToProxyTax	0	0
IRS990EZ/SumOfTotalLiabilities/BOY	0	0
IRS990EZ/SumOfTotalLiabilities/EOY	0	0
IRS990EZ/TanningServicesProvided	0	0
IRS990EZ/TaxImposedUnderIRC4911	0	0
IRS990EZ/TaxImposedUnderIRC4912	0	0
IRS990EZ/TaxImposedUnderIRC4955	0	0
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine1	0	689 UNQUOWA ROAD
IRS990EZ/TheBooksAreInCareOf/AddressUS/City	0	FAIRFIELD
IRS990EZ/TheBooksAreInCareOf/AddressUS/State	0	CT
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode	0	068245010
IRS990EZ/TheBooksAreInCareOf/NameBusiness/BusinessNameLine1	0	CO RLMS - PSTA TREASURER
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber	0	2032558345
IRS990EZ/TotalAssets/BOY	0	51051
IRS990EZ/TotalAssets/EOY	0	37807
IRS990EZ/TotalExpenses	0	54514
IRS990EZ/TotalProgramServiceExpenses	0	39593
IRS990EZ/TotalRevenue	0	41270
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg	0	0
IRS990EZ/WebSite	0	N/A
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYear	0	14690
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus1Year	0	14780
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus2Years	0	10950
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus3Years	0	7555
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus4Years	0	6660
IRS990ScheduleA/GiftsGrantsContribReceived170/Total	0	54635
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYear	0	57
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus1Year	0	58
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus2Years	0	55
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus3Years	0	17
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus4Years	0	25
IRS990ScheduleA/GrossInvestmentIncome170/Total	0	212
IRS990ScheduleA/GrossReceiptsFromAdmissionsEtc	0	325226
IRS990ScheduleA/PubliclySupportedOrg170b1Avi	0	X
IRS990ScheduleA/PublicSupportPertcentage170	0	0.99610
IRS990ScheduleA/PublicSupportPertcentPriorYear	0	0.99480
IRS990ScheduleA/PublicSupportTotal170	0	54635
IRS990ScheduleA/ThirtyThreePercntTestsCY170	0	X
IRS990ScheduleA/Total170/CurrentTaxYear	0	14690
IRS990ScheduleA/Total170/CurrentTaxYearMinus1Year	0	14780
IRS990ScheduleA/Total170/CurrentTaxYearMinus2Years	0	10950
IRS990ScheduleA/Total170/CurrentTaxYearMinus3Years	0	7555
IRS990ScheduleA/Total170/CurrentTaxYearMinus4Years	0	6660
IRS990ScheduleA/Total170/Total	0	54635
IRS990ScheduleA/TotalSupport	0	54847
IRS990ScheduleG/EventsInformation/DirectExpenseSummaryEvents	0	15080
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent1	0	26493
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent2	0	6423
IRS990ScheduleG/EventsInformation/GrossReceiptsOtherEvents	0	8665
IRS990ScheduleG/EventsInformation/GrossReceiptsTotal	0	41581
IRS990ScheduleG/EventsInformation/GrossRevenueEvent1	0	26493
IRS990ScheduleG/EventsInformation/GrossRevenueEvent2	0	6423
IRS990ScheduleG/EventsInformation/GrossRevenueOtherEvents	0	8665
IRS990ScheduleG/EventsInformation/GrossRevenueTotalEvents	0	41581
IRS990ScheduleG/EventsInformation/NameOfEvent1	0	WALK-A-THON
IRS990ScheduleG/EventsInformation/NameOfEvent2	0	BASKETBALL BASH
IRS990ScheduleG/EventsInformation/NetIncomeSummary	0	26501
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent1	0	7233
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent2	0	969
IRS990ScheduleG/EventsInformation/OtherDirectExpensesOtherEvents	0	6878
IRS990ScheduleG/EventsInformation/OtherDirectExpensesTotalEvents	0	15080
IRS990ScheduleG/EventsInformation/TotalNumberOfOtherEvents	0	8
IRS990ScheduleG/SpecialFundraisingEvents	0	X
IRS990ScheduleO/GeneralExplanation/Explanation	0	INTEREST INCOME 57..
IRS990ScheduleO/GeneralExplanation/Explanation	1	DESCRIPTION: PROGRAM SERVICES-ENVIRONMENTAL. AMOUNT: 236. DESCRIPTION: PROGRAM SERVICES-SCHOLARSHIPS. AMOUNT: 19,524. DESCRIPTION: PROGRAM SERVICES-ASSEMBLIES. AMOUNT: 6,550. DESCRIPTION: PROGRAM SERVICES-STUDENT ACTIVITIES. AMOUNT: 7,265. DESCRIPTION: PROGRAM SERVICES-ASSIGNMENT BOOKS. AMOUNT: 3,286. DESCRIPTION: PROGRAM SERVICES-GRANTS. AMOUNT: 8,294. DESCRIPTION: PAYMENTS TO AFFILIATES-PTA DUES. AMOUNT: 5,309. DESCRIPTION: GENERAL-INSURANCE. AMOUNT: 385. DESCRIPTION: GENERAL-OFFICE SUPPLIES & FEES. AMOUNT: 1,097. DESCRIPTION: EMERGENCY FUND. AMOUNT: 300. DESCRIPTION: TEACHER SUPPLIES. AMOUNT: 2,268. TOTAL TO FORM 990-EZ, LINE 16: 54,514.
IRS990ScheduleO/GeneralExplanation/Explanation	2	DESCRIPTION: SPIRITWEAR INVENTORY. BEG. OF YEAR AMOUNT: 926. END OF YEAR AMOUNT: 2,806.
IRS990ScheduleO/GeneralExplanation/Identifier	0	OTHER INVESTMENT INCOME
IRS990ScheduleO/GeneralExplanation/Identifier	1	OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/Identifier	2	OTHER ASSETS
IRS990ScheduleO/GeneralExplanation/ReturnReference	0	FORM 990-EZ, PART I, LINE 4
IRS990ScheduleO/GeneralExplanation/ReturnReference	1	FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/GeneralExplanation/ReturnReference	2	FORM 990-EZ, PART II, LINE 24
TransferPrsnlBnftContractsDecl/Declaration	0	THE 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/BuildTS	0	2015-11-30 17:44:51Z
ReturnHeader/Filer/EIN	0	061520442
ReturnHeader/Filer/Name/BusinessNameLine1	0	THE ROGER LUDLOWE MIDDLE SCHOOL PTA
ReturnHeader/Filer/NameControl	0	ROGE
ReturnHeader/Filer/Phone	0	2032558345
ReturnHeader/Filer/USAddress/AddressLine1	0	C/O RLMS 689 UNQUOWA ROAD
ReturnHeader/Filer/USAddress/City	0	FAIRFIELD
ReturnHeader/Filer/USAddress/State	0	CT
ReturnHeader/Filer/USAddress/ZIPCode	0	06824
ReturnHeader/Officer/AuthorizeThirdParty	0	1
ReturnHeader/Officer/DateSigned	0	2014-02-10
ReturnHeader/Officer/Name	0	CLAUDINE MEARS
ReturnHeader/Officer/Phone	0	2032558345
ReturnHeader/Officer/Title	0	TREASURER
ReturnHeader/PreparerFirm/EIN	0	133358605
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1	0	WILLIAM W HOLDEN CPA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1	0	191 POST ROAD WEST
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City	0	WESTPORT
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State	0	CT
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode	0	06880
ReturnHeader/Preparer/Name	0	WILLIAM W HOLDEN
ReturnHeader/Preparer/Phone	0	2032212845
ReturnHeader/Preparer/SelfEmployed	0	X
ReturnHeader/ReturnType	0	990EZ
ReturnHeader/TaxPeriodBeginDate	0	2012-07-01
ReturnHeader/TaxPeriodEndDate	0	2013-06-30
ReturnHeader/TaxYear	0	2012
ReturnHeader/Timestamp	0	2014-02-12T22:09:40-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing

Assets: $37,807
Liabilities: $0
Net assets: $37,807
Revenue: $41,270
Expenses: $54,514
Net income: -$13,244

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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