Civic Intelligence

Ptsa Connecticut Congress

990EZ • Fiscal year 2018 • EIN 06-6069045

Jul 01, 2017 to Jun 30, 2018 • Filed on Dec 06, 2018

190 Park LaneTrumbull, CT 06611

(203) 452-4400

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

75th percentile

19%

Higher net margin than 75% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

86th percentile

57%

Faster asset growth than 86% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

89th percentile

69%

Faster revenue growth than 89% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$38,828

Up $14,157 (+57%) from 2017

Net Assets

Up

$38,828

Up $14,481 (+59%) from 2017

Liabilities

Down

$0

Down $324 (-100%) from 2017

Revenue

Up

$76,052

Up $30,990 (+69%) from 2017

Expenses

Up

$61,571

Up $1,338 (+2.2%) from 2017

Net Income

Up

$14,481

Up $29,652 (+195%) from 2017

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2012: $21,759Liabilities 2012: $10,3212012Assets 2013: $18,306Liabilities 2013: $1,5832013Assets 2014: $28,314Liabilities 2014: $02014Assets 2015: $25,015Liabilities 2015: $1,7472015Assets 2016: $39,842Liabilities 2016: $324Net Assets 2016: $39,5182016Assets 2017: $24,671Liabilities 2017: $324Net Assets 2017: $24,3472017Assets 2018: $38,828Liabilities 2018: $0Net Assets 2018: $38,8282018Assets 2019: $41,183Liabilities 2019: $0Net Assets 2019: $41,1832019Assets 2020: $49,028Liabilities 2020: $0Net Assets 2020: $49,0282020Assets 2021: $55,609Liabilities 2021: $0Net Assets 2021: $55,6092021Assets 2022: $37,439Liabilities 2022: $0Net Assets 2022: $37,4392022Assets 2023: $27,808Liabilities 2023: $0Net Assets 2023: $27,8082023Assets 2024: $31,179Liabilities 2024: $0Net Assets 2024: $31,1792024

Highlighted filing

2018

Assets$38,828
Liabilities$0
Net Assets$38,828

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2012: $47,209Expenses 2012: $43,845Net Income 2012: $3,3642012Revenue 2013: $50,501Expenses 2013: $45,216Net Income 2013: $5,2852013Revenue 2014: $67,462Expenses 2014: $55,871Net Income 2014: $11,5912014Revenue 2015: $58,408Expenses 2015: $63,454Net Income 2015: -$5,0462015Revenue 2016: $62,037Expenses 2016: $45,787Net Income 2016: $16,2502016Revenue 2017: $45,062Expenses 2017: $60,233Net Income 2017: -$15,1712017Revenue 2018: $76,052Expenses 2018: $61,571Net Income 2018: $14,4812018Revenue 2019: $86,260Expenses 2019: $83,905Net Income 2019: $2,3552019Revenue 2020: $46,848Expenses 2020: $39,003Net Income 2020: $7,8452020Revenue 2021: $40,079Expenses 2021: $33,498Net Income 2021: $6,5812021Revenue 2022: $83,117Expenses 2022: $101,287Net Income 2022: -$18,1702022Revenue 2023: $119,472Expenses 2023: $129,103Net Income 2023: -$9,6312023Revenue 2024: $119,779Expenses 2024: $116,408Net Income 2024: $3,3712024

Highlighted filing

2018

Revenue$76,052
Expenses$61,571
Net Income$14,481
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Dec 6, 2018
Return Version
2017v2.3
Gross Receipts
$118,345
Mission and Program Overview

Mission

Enhance educational benefits and create a positive learning environment for all students.

Program Services

DescriptionGrantsExpenses
TEACHER/CLASSROOM SUPPORT: PURCHASE ITEMS TO ENHANCE EDUCATIONAL BENEFITS AND CREATE A POSITIVE LEARNING ENVIRONMENT FOR ALL STUDENTS IN EVERY GRADE.$0$0
FIELD TRIPS: OFF-SITE TRIPS TO EXPAND THE LEARNING ENVIRONMENT AND PROVIDE HANDS-ON TRAINING EXPERIENCES.$0$0
STUDENT ENRICHMENT PROGRAMS: SCHOOL STORES, BOOK FAIR AND AFTER-SCHOOL PROGRAMS PROVIDE SERVICES FOR ACADEMIC ENRICHMENT OF THE STUDENT BODY.$0$0
SUPPORT SCHOOL SPONSORED ACTIVITIES AND CT PTA PROGRAMS.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARUL BHATTPresident-$0--
JACQUELINE CARLEYTreasurer-$0--
DIANA INESTAFirst Vice President-$0--
LAURA CARILLOSecond Vice President-$0--
MARY ELLEN BOLTONThird Vice President-$0--
JESS HENRYRecording Secretary-$0--
LORIN GOLDSTEINCorresponding Secretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Walkathon$42,831$42,831$4,083$38,748
Book Fair$18,495$18,495$10,820$7,675
Total Events$96,655$96,655$42,293$54,362
Filing and Contact Details

Filer

Filer Name
Jane Ryan Pta
EIN
06-6069045
Phone
2034524400
Address
190 PARK LANE, TRUMBULL, CT 06611

Signing Officer

Name
Jacqueline Carley
Title
Treasurer
Phone
2034524400
Signed
2018-12-06
Discuss with paid preparer
Yes

Preparer

Firm
Apicella Testa & Company Pc
Address
680 BRIDGEPORT AVENUE, SHELTON, CT 06484
Preparer
Thomas Ragonese
Phone
2039259494
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 1.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: dues. Amount: 768. Description: admin. Amount: 1,629. Description: enrichment. Amount: 4,288. Description: school support. Amount: 10,110. Description: class expenses. Amount: 4,097. Description: field trips. Amount: 10,720. Description: insurance. Amount: 335. Total to form 990-ez, line 16: 31,947.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: accrued expenses. Beg. Of year amount: 324. End of year amount: 0.

Raw XML Appendix213 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
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IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0190 PARK LANE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0TRUMBULL
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHARUL BHATT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DIANA INESTA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LAURA CARILLO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARY ELLEN BOLTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JESS HENRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6LORIN GOLDSTEIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2FIRST VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECOND VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4THIRD VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5RECORDING SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6CORRESPONDING SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt031947
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
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IRS990EZ/PrintingPublicationsPostageAmt03953
IRS990EZ/ProgramServiceRevenueAmt021544
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TEACHER/CLASSROOM SUPPORT: PURCHASE ITEMS TO ENHANCE EDUCATIONAL BENEFITS AND CREATE A POSITIVE LEARNING ENVIRONMENT FOR ALL STUDENTS IN EVERY GRADE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FIELD TRIPS: OFF-SITE TRIPS TO EXPAND THE LEARNING ENVIRONMENT AND PROVIDE HANDS-ON TRAINING EXPERIENCES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2STUDENT ENRICHMENT PROGRAMS: SCHOOL STORES, BOOK FAIR AND AFTER-SCHOOL PROGRAMS PROVIDE SERVICES FOR ACADEMIC ENRICHMENT OF THE STUDENT BODY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3SUPPORT SCHOOL SPONSORED ACTIVITIES AND CT PTA PROGRAMS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt30
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt20
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SpecialEventsNetIncomeLossAmt054362
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IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
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IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt076052
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03497
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt011367
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02168
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt017032
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02
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IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt09
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt09
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IRS990ScheduleA/InvestmentIncomePYPct00.00090
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/PublicSupportTotal509Amt017032
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleA/Total509Grp/TotalAmt017032
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt017041
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0WALKATHON
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt042831
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt035329
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt096655
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt018495
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt042831
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt010820
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt07
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 1.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: DUES. AMOUNT: 768. DESCRIPTION: ADMIN. AMOUNT: 1,629. DESCRIPTION: ENRICHMENT. AMOUNT: 4,288. DESCRIPTION: SCHOOL SUPPORT. AMOUNT: 10,110. DESCRIPTION: CLASS EXPENSES. AMOUNT: 4,097. DESCRIPTION: FIELD TRIPS. AMOUNT: 10,720. DESCRIPTION: INSURANCE. AMOUNT: 335. TOTAL TO FORM 990-EZ, LINE 16: 31,947.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ACCRUED EXPENSES. BEG. OF YEAR AMOUNT: 324. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE 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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JACQUELINE CARLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02034524400
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-12-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JANE RYAN PTA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CONNECTICUT CONGRESS INC
ReturnHeader/Filer/BusinessNameControlTxt0JANE
ReturnHeader/Filer/EIN0066069045
ReturnHeader/Filer/PhoneNum02034524400
ReturnHeader/Filer/USAddress/AddressLine1Txt0190 PARK LANE
ReturnHeader/Filer/USAddress/CityNm0TRUMBULL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006611
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0237AF5275C61006A6C8B19562FF6003C79758EE3
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DF8CDDB8DC8E99ED4B73A9BB46D4CECEB5233531
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.147.8.89
ReturnHeader/FilingSecurityInformation/IPDt02018-12-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm011:35:13
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0060876812
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0APICELLA TESTA & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0680 BRIDGEPORT AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SHELTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006484
ReturnHeader/PreparerPersonGrp/PhoneNum02039259494
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS RAGONESE
ReturnHeader/ReturnTs02018-12-10T09:11:18-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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Filings