Civic Intelligence

The Roger Ludlowe Middle School PTA

990EZ • Fiscal year 2019 • EIN 06-1520442

Jul 01, 2018 to Jun 30, 2019 • Filed on Oct 15, 2019

689 Unquowa RoadFairfield, CT 06824

(203) 255-8345

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

53rd percentile

4.7%

Higher net margin than 53% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

54th percentile

4.1%

Faster asset growth than 54% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

37th percentile

-7.3%

Faster revenue growth than 37% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$45,776

Up $1,813 (+4.1%) from 2018

Net Assets

Up

$45,776

Up $1,813 (+4.1%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$43,835

Down $3,447 (-7.3%) from 2018

Expenses

Down

$41,795

Down $11,129 (-21%) from 2018

Net Income

Up

$2,040

Up $7,682 (+136%) from 2018

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

2019

Assets$45,776
Liabilities$0
Net Assets$45,776

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

2019

Revenue$43,835
Expenses$41,795
Net Income$2,040
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 15, 2019
Return Version
2018v3.1
Gross Receipts
$62,077
Mission and Program Overview

Mission

Parent, staff, and student support

Program Services

DescriptionGrantsExpenses
THE ROGER LUDLOW MIDDLE SCHOOL PTA ACTIVITIES AND EVENTS FUND PROVIDED SUPPORT FOR VARIOUS STUDENT ENRICHMENT AND SCHOOL PROGRAMS.$16,763$16,763
THE ROGER LUDLOWE MIDDLE SCHOOL PTA PROVIDED FUNDS TO DEVELOP RELATIONSHIPS BETWEEN EDUCATORS AND NEIGHBORING COMMUNITY AFFORDING STUDENTS THE HIGHEST ADVANTAGES IN EDUCATION.$12,504$12,504
THE ROGER LUDLOWE MIDDLE SCHOOL PTA PROVIDED FUNDS IN SUPPORT OF STAFF AND STUDENTS TO CULTIVATE SCHOOL SPIRIT AND ENHANCE THE LEARNING ENVIRONMENT.$10,156$10,156
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAINA SENATOREPresident-$0--
KRISTEN THARRINGTONPast Preside-$0--
MARINA HENNIGERTreasurer-$0--
MARY MAYERVP Fundraisi-$0--
MICHELLE ALPRINVP Communica-$0--
CICELY POGGI-GEDACHTVP Volunteer-$0--
KRISTIN DAYTONSecretary-$0--
SUZEE MEEHANPta Council-$0--
NIKKI VINOSKIBoe Rep-$0--
JILL VERGARA-GANEKBudget Rep-$0--
MARIA PICCOLOSepta Rep-$0--
KATIE RIPPEYSepta Rep Co-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Walk-a-thon$34,988$34,988$6,850$28,138
Spiritwear$11,505$11,505$11,392$113
Total Events$46,493$46,493$18,242$28,251
Filing and Contact Details

Filer

Filer Name
The Roger Ludlowe Middle School Pta
EIN
06-1520442
Phone
2032558345
Address
689 UNQUOWA ROAD, FAIRFIELD, CT 06824

Signing Officer

Name
Marina Henniger
Title
Treasurer
Phone
2032558345
Signed
2019-10-15
Discuss with paid preparer
Yes

Preparer

Firm
Susan a Mcateer CPA Pc
Address
2490 BLACK ROCK TPKE STE 391, FAIRFIELD, CT 06825-2400
Preparer
Susan a Mcateer Ea CPA
Phone
2039136131
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Class of activity: programs & events name: roger ludlowe middle school address: 689 unquowa road fairfield, ct 06824 cash contribution: 16,763 class of activity: grants&scholarships name: roger ludlowe middle school address: 689 unquowa road fairfield, ct 06824 cash contribution: 12,504 class of activity: teacher&community name: roger ludlowe middle school address: 689 unquowa road fairfield, ct 06824 cash contribution: 10,156

Form 990-ez, Part I, Line 16

Expenses office 350 information technology 1,167 insurance 370 total 1,887

Form 990-ez, Part II, Line 24

Prepaid expenses and deferred charges 0 5,104 total 0 5,104

Raw XML Appendix217 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ROGER LUDLOW MIDDLE SCHOOL PTA ACTIVITIES AND EVENTS FUND PROVIDED SUPPORT FOR VARIOUS STUDENT ENRICHMENT AND SCHOOL PROGRAMS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THE ROGER LUDLOWE MIDDLE SCHOOL PTA PROVIDED FUNDS TO DEVELOP RELATIONSHIPS BETWEEN EDUCATORS AND NEIGHBORING COMMUNITY AFFORDING STUDENTS THE HIGHEST ADVANTAGES IN EDUCATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2THE ROGER LUDLOWE MIDDLE SCHOOL PTA PROVIDED FUNDS IN SUPPORT OF STAFF AND STUDENTS TO CULTIVATE SCHOOL SPIRIT AND ENHANCE THE LEARNING ENVIRONMENT.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CLASS OF ACTIVITY: PROGRAMS & EVENTS NAME: ROGER LUDLOWE MIDDLE SCHOOL ADDRESS: 689 UNQUOWA ROAD FAIRFIELD, CT 06824 CASH CONTRIBUTION: 16,763 CLASS OF ACTIVITY: GRANTS&SCHOLARSHIPS NAME: ROGER LUDLOWE MIDDLE SCHOOL ADDRESS: 689 UNQUOWA ROAD FAIRFIELD, CT 06824 CASH CONTRIBUTION: 12,504 CLASS OF ACTIVITY: TEACHER&COMMUNITY NAME: ROGER LUDLOWE MIDDLE SCHOOL ADDRESS: 689 UNQUOWA ROAD FAIRFIELD, CT 06824 CASH CONTRIBUTION: 10,156
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE 350 INFORMATION TECHNOLOGY 1,167 INSURANCE 370 TOTAL 1,887
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PREPAID EXPENSES AND DEFERRED CHARGES 0 5,104 TOTAL 0 5,104
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARINA HENNIGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02032558345
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ROGER LUDLOWE MIDDLE SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0ROGE
ReturnHeader/Filer/EIN0061520442
ReturnHeader/Filer/PhoneNum02032558345
ReturnHeader/Filer/USAddress/AddressLine1Txt0689 UNQUOWA ROAD
ReturnHeader/Filer/USAddress/CityNm0FAIRFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006824
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.81.244.111
ReturnHeader/FilingSecurityInformation/IPDt02019-10-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm016:27:03
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0465490026
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SUSAN A MCATEER CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02490 BLACK ROCK TPKE STE 391
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FAIRFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0068252400
ReturnHeader/PreparerPersonGrp/PhoneNum02039136131
ReturnHeader/PreparerPersonGrp/PreparationDt02019-10-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN A MCATEER EA CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-10-16T16:27:03-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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
2019Detailed filing. Detailed filing data is available for this year.$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