Civic Intelligence

PTA New York Congress

990EZ • Fiscal year 2014 • EIN 11-2408399

Jul 01, 2013 to Jun 30, 2014 • Filed on Apr 21, 2015

Organization ProfileN/A
241 Old Westbury RoadEast Meadow, NY 11554

(516) 520-4400

Siviq Scores

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

Liabilities / Assets

66th percentile

0.00x

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

2014 filings • NTEE B • <$500k nonprofits • Source year 2014

Liabilities / Revenue

66th percentile

0.00x

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

2014 filings • NTEE B • <$500k nonprofits • Source year 2014

Net Margin

58th percentile

9.0%

Higher net margin than 58% of similar nonprofits.

2014 filings • NTEE B • <$500k nonprofits • Source year 2014

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

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

2014 filings • NTEE B • <$500k nonprofits • Source year 2014

Asset Growth

78th percentile

34%

Faster asset growth than 78% of similar nonprofits.

2014 filings • NTEE B • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

70th percentile

20%

Faster revenue growth than 70% of similar nonprofits.

2014 filings • NTEE B • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets66th percentile

Assets

Up

$21,386

Up $5,414 (+34%) from 2013

Net Assets

Up

$21,386

Up $5,414 (+34%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin58th percentile

Revenue

Up

$60,176

Up $10,150 (+20%) from 2013

Expenses

Up

$54,762

Up $11,847 (+28%) from 2013

Net Income

Down

$5,414

Down $1,697 (-24%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

$30K$20K$10K$0Assets 2010: $3,885Net Assets 2010: $3,8852010Assets 2011: $9,323Net Assets 2011: $9,3232011Assets 2012: $8,861Net Assets 2012: $8,8612012Assets 2013: $15,972Liabilities 2013: $0Net Assets 2013: $15,9722013Assets 2014: $21,386Liabilities 2014: $0Net Assets 2014: $21,3862014Assets 2015: $22,068Liabilities 2015: $0Net Assets 2015: $22,0682015Assets 2016: $12,756Liabilities 2016: $0Net Assets 2016: $12,7562016Assets 2017: $1,548Net Assets 2017: $1,5482017Assets 2018: $5,730Net Assets 2018: $5,7302018Assets 2019: $4,909Net Assets 2019: $4,9092019Assets 2020: $12,053Net Assets 2020: $12,0532020Assets 2021: $14,448Liabilities 2021: $0Net Assets 2021: $14,4482021Assets 2022: $25,831Liabilities 2022: $0Net Assets 2022: $25,8312022Assets 2023: $20,459Net Assets 2023: $20,4592023Assets 2024: $14,818Net Assets 2024: $14,8182024Assets 2025: $11,751Net Assets 2025: $11,7512025

Highlighted filing

2014

Assets$21,386
Liabilities$0
Net Assets$21,386
Open 2014 Filing

Operations Trend

Revenue Growth70th percentile

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

$100K$50K$0-$50KRevenue 2010: $62,313Expenses 2010: $61,803Net Income 2010: $5102010Revenue 2011: $62,288Expenses 2011: $56,850Net Income 2011: $5,4382011Revenue 2012: $49,781Expenses 2012: $50,243Net Income 2012: -$4622012Revenue 2013: $50,026Expenses 2013: $42,915Net Income 2013: $7,1112013Revenue 2014: $60,176Expenses 2014: $54,762Net Income 2014: $5,4142014Revenue 2015: $58,833Expenses 2015: $58,151Net Income 2015: $6822015Revenue 2016: $65,566Expenses 2016: $74,878Net Income 2016: -$9,3122016Revenue 2017: $70,803Expenses 2017: $82,011Net Income 2017: -$11,2082017Revenue 2018: $61,118Expenses 2018: $56,936Net Income 2018: $4,1822018Revenue 2019: $48,828Expenses 2019: $49,649Net Income 2019: -$8212019Revenue 2020: $34,190Expenses 2020: $27,046Net Income 2020: $7,1442020Revenue 2021: $23,812Expenses 2021: $21,417Net Income 2021: $2,3952021Revenue 2022: $39,718Expenses 2022: $28,334Net Income 2022: $11,3842022Revenue 2023: $53,558Expenses 2023: $58,930Net Income 2023: -$5,3722023Revenue 2024: $42,349Expenses 2024: $47,990Net Income 2024: -$5,6412024Revenue 2025: $43,792Expenses 2025: $46,859Net Income 2025: -$3,0672025

Highlighted filing

2014

Revenue$60,176
Expenses$54,762
Net Income$5,414
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Apr 21, 2015
Return Version
2013v4.0
Gross Receipts
$60,176
Mission and Program Overview

Mission

Fundraising elementary school

Program Services

DescriptionGrantsExpenses
MULTIPLE FUNDRAISING ACTIVITIES FOR ELEMENTARY SCHOOL GRADES K -5. SALES OF CHOCOLATE & CANDY, BOOK FAIRS,SCHOOL APPAREL, & SCHOOL BOUTIQUES.-$22,990
MULTIPLE SCHOOL EVENTS & ACTIVITIES TO BENEFIT STUDENTS. EVENTS & ACTIVITIES INCLUDE FESTIVALS, BINGO, BBQ'S, & GRADUATION EVENTS.-$4,953
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LISA PETZCo-PresidentPT$0--
TRACEY REESECo-PresidentPT$0--
KELLY JONES1st VPPT$0--
ALLYSON BENOWITZ2nd VPPT$0--
ELENI FAUDETreasurerPT$0--
JOHANNA APREASectyPT$0--
ANNA DEACETISSectyPT$0--
Filing and Contact Details

Filer

EIN
11-2408399
Phone
5165204400

Signing Officer

Name
Kristi Romano
Title
Treasurer
Phone
5165204400
Signed
2015-04-21
Discuss with paid preparer
Yes

Preparer

Preparer
Stephen Cavaluzzi
Phone
7187677778
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses bank charges 62 cultural arts expense 5,444 dues 1,166 fundraising expense 22,990 insurance expense 235 office expense 1,224 scholarship fund 1,100 student activities expense 17,542 student activities expense 4,953 total 54,716”

Raw XML Appendix154 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0LISA PETZ
CompensationExplanation/CompensationExplanationGrp/PersonNm1TRACEY REESE
CompensationExplanation/CompensationExplanationGrp/PersonNm2KELLY JONES
CompensationExplanation/CompensationExplanationGrp/PersonNm3ALLYSON BENOWITZ
CompensationExplanation/CompensationExplanationGrp/PersonNm4ELENI FAUDE
CompensationExplanation/CompensationExplanationGrp/PersonNm5JOHANNA APREA
CompensationExplanation/CompensationExplanationGrp/PersonNm6ANNA DEACETIS
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine10LAPOLLO & CAVALUZZI LLC
IRS990EZ/BooksInCareOfDetail/PhoneNum07187677778
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1012-06 149TH STREET
IRS990EZ/BooksInCareOfDetail/USAddress/City0WHITESTONE
IRS990EZ/BooksInCareOfDetail/USAddress/State0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode011357
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt015972
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt021386
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05414
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt015972
IRS990EZ/Form990TotalAssetsGrp/EOYAmt021386
IRS990EZ/GrossReceiptsAmt060176
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01914
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt015972
IRS990EZ/NetAssetsOrFundBalancesEOYAmt021386
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt015972
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt021386
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt510.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt610.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LISA PETZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TRACEY REESE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KELLY JONES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ALLYSON BENOWITZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ELENI FAUDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JOHANNA APREA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ANNA DEACETIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt21ST VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt32ND VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6SECTY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt054716
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0FUNDRAISING ELEMENTARY SCHOOL
IRS990EZ/PrintingPublicationsPostageAmt046
IRS990EZ/ProgramServiceRevenueAmt058262
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MULTIPLE FUNDRAISING ACTIVITIES FOR ELEMENTARY SCHOOL GRADES K -5. SALES OF CHOCOLATE & CANDY, BOOK FAIRS,SCHOOL APPAREL, & SCHOOL BOUTIQUES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1MULTIPLE SCHOOL EVENTS & ACTIVITIES TO BENEFIT STUDENTS. EVENTS & ACTIVITIES INCLUDE FESTIVALS, BINGO, BBQ'S, & GRADUATION EVENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt022990
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14953
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NY
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt054762
IRS990EZ/TotalProgramServiceExpensesAmt027943
IRS990EZ/TotalRevenueAmt060176
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01914
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01976
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01635
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01340
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt07365
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt058262
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt048050
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt048146
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt061788
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt060973
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0277219
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0284584
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt060176
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt050026
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt049781
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt062288
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt062313
IRS990ScheduleA/Total509Grp/TotalAmt0284584
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt060176
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt050026
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt049781
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt062288
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt062313
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0284584
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES BANK CHARGES 62 CULTURAL ARTS EXPENSE 5,444 DUES 1,166 FUNDRAISING EXPENSE 22,990 INSURANCE EXPENSE 235 OFFICE EXPENSE 1,224 SCHOLARSHIP FUND 1,100 STUDENT ACTIVITIES EXPENSE 17,542 STUDENT ACTIVITIES EXPENSE 4,953 TOTAL 54,716
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KRISTI ROMANO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05165204400
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-21
ReturnHeader/Filer/BusinessName/BusinessNameLine10PTA NEW YORK CONGRESS 10-217
ReturnHeader/Filer/BusinessName/BusinessNameLine20MEADOWBROOK ELEM PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAN
ReturnHeader/Filer/EIN0112408399
ReturnHeader/Filer/PhoneNum05165204400
ReturnHeader/Filer/USAddress/AddressLine10241 OLD WESTBURY ROAD
ReturnHeader/Filer/USAddress/City0EAST MEADOW
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode011554
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0112968256
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10LAPOLLO & CAVALUZZI LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1012-06 149TH STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0WHITESTONE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode011357
ReturnHeader/PreparerPersonGrp/PhoneNum07187677778
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN CAVALUZZI
ReturnHeader/ReturnTs02015-05-08T11:22:06-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,386
Liabilities
$0
Net assets
$21,386
Revenue
$60,176
Expenses
$54,762
Net income
$5,414
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$11.8$11.8$43.8$46.9$3.07
2024Detailed filing. Detailed filing data is available for this year.$14.8$14.8$42.3$48.0$5.64
2023Detailed filing. Detailed filing data is available for this year.$20.5$20.5$53.6$58.9$5.37
2022Detailed filing. Detailed filing data is available for this year.$25.8$0.00$25.8$39.7$28.3$11.4
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$14.4$0.00$14.4$23.8$21.4$2.40
2020Detailed filing. Detailed filing data is available for this year.$12.1$12.1$34.2$27.0$7.14
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.91$4.91$48.8$49.6$0.82
2018Detailed filing. Detailed filing data is available for this year.$5.73$5.73$61.1$56.9$4.18
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.55$1.55$70.8$82.0$11.2
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.8$0.00$12.8$65.6$74.9$9.31
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.1$0.00$22.1$58.8$58.2$0.68
2014Detailed filing. Detailed filing data is available for this year.$21.4$0.00$21.4$60.2$54.8$5.41
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$16.0$0.00$16.0$50.0$42.9$7.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.86$8.86$49.8$50.2$0.46
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.32$9.32$62.3$56.9$5.44
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.89$3.89$62.3$61.8$0.51
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • <$500k nonprofits