Civic Intelligence

PTA New York Congress

990EZ • Fiscal year 2016 • EIN 11-2738383

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 05, 2016

Organization Profilewww.mckennapta.org
210 Spruce StreetMassapequa Park, NY 11762

(516) 640-8011

Siviq Scores

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

Liabilities / Assets

54th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

54th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

26th percentile

-7.8%

Higher net margin than 26% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

30th percentile

-9.1%

Faster asset growth than 30% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

18th percentile

-28%

Faster revenue growth than 18% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets54th percentile

Assets

Down

$9,151

Down $916 (-9.1%) from 2015

Net Assets

$9,151

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin26th percentile

Revenue

Down

$11,786

Down $4,554 (-28%) from 2015

Expenses

Down

$12,702

Down $6,931 (-35%) from 2015

Net Income

Up

-$916

Up $2,377 (+72%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$20K$15K$10K$5.0K$0Assets 2011: $17,018Liabilities 2011: $02011Assets 2012: $11,597Liabilities 2012: $02012Assets 2013: $8,220Liabilities 2013: $02013Assets 2014: $13,360Liabilities 2014: $02014Assets 2015: $10,067Liabilities 2015: $02015Assets 2016: $9,151Liabilities 2016: $0Net Assets 2016: $9,1512016Assets 2017: $7,704Liabilities 2017: $0Net Assets 2017: $7,7042017Assets 2018: $15,941Liabilities 2018: $0Net Assets 2018: $15,9412018Assets 2019: $9,505Liabilities 2019: $0Net Assets 2019: $9,5052019

Highlighted filing

2016

Assets$9,151
Liabilities$0
Net Assets$9,151
Open 2016 Filing

Operations Trend

Revenue Growth18th percentile

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

$30K$20K$10K$0-$10KRevenue 2011: $6,122Expenses 2011: $15,848Net Income 2011: -$9,7262011Revenue 2012: $2,829Expenses 2012: $8,250Net Income 2012: -$5,4212012Revenue 2013: $7,518Expenses 2013: $10,895Net Income 2013: -$3,3772013Revenue 2014: $13,260Expenses 2014: $8,121Net Income 2014: $5,1392014Revenue 2015: $16,340Expenses 2015: $19,633Net Income 2015: -$3,2932015Revenue 2016: $11,786Expenses 2016: $12,702Net Income 2016: -$9162016Revenue 2017: $24,021Expenses 2017: $25,468Net Income 2017: -$1,4472017Revenue 2018: $26,756Expenses 2018: $18,519Net Income 2018: $8,2372018Revenue 2019: $22,001Expenses 2019: $28,437Net Income 2019: -$6,4362019

Highlighted filing

2016

Revenue$11,786
Expenses$12,702
Net Income-$916
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 5, 2016
Return Version
2015v2.1
Gross Receipts
$96,021
Mission and Program Overview

Mission

Education and child advocacy

Program Services

DescriptionGrantsExpenses
Arts in Education-$4,111
Spelling Bee 4th - 6th gradeReflections 1st - 6th gradeKindergarten orientation-$1,560
Workshops-$635
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jennifer LocalandraPresidentFT$0--
Kerry Wachter1st Vice PresidentPT$0--
Cher Lepre2nd Vice PresidentPT$0--
Lori VerdoneTreasurerPT$0--
Michelle EslingerRecording Secretary-$0--
Dina GuidoCorresponding Secretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Book Fair$13,656$13,656$11,468$2,188
Holiday Fair$12,580$12,580$9,286$3,294
Total Events$92,524$92,524$84,235$8,289
Filing and Contact Details

Filer

Filer Name
McKenna PTA
EIN
11-2738383
Address
210 Spruce Street, Massapequa Park, NY 11762

Signing Officer

Name
Lori Verdone
Title
Treasurer
Phone
5166408011
Signed
2016-11-05
Discuss with paid preparer
No

Preparer

Firm
Facts and Figures Tax Services
Address
842 NASSAU ROAD, Uniondale, NY 11553
Preparer
William C Sperounis III
Phone
6316240277
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description Amount6th grade 908Awards 431Bank fees 50Bulletin Board 41Council dues 691Hospitality 659Insurance 275Kindergarten 1,159Membership 1,332NYSSMA/All County 406Planners 413PTA Keryc Senior Awards 100Reflections 131Room & Grade 63SADD 52School Sign 2,069Senior Awards 1,000Spelling Bee 269Website 345Workshops 635”

Raw XML Appendix186 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/PersonNm0Lori Verdone
IRS990EZ/BooksInCareOfDetail/PhoneNum05166408011
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0210 Spruce Street
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Massapequa Park
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd011762
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt010067
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt09151
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-916
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt010067
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IRS990EZ/FundraisingGrossIncomeAmt092524
IRS990EZ/GrossReceiptsAmt096021
IRS990EZ/GroupExemptionNum01258
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt03497
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt010067
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt010067
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt120.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt220.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jennifer Localandra
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Kerry Wachter
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Cher Lepre
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Lori Verdone
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Michelle Eslinger
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Dina Guido
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11st Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt22nd Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Recording Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Corresponding Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt011029
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Education and child advocacy
IRS990EZ/PrintingPublicationsPostageAmt01673
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Arts in Education
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Spelling Bee 4th - 6th gradeReflections 1st - 6th gradeKindergarten orientation
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Workshops
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04111
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11560
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt2635
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt084235
IRS990EZ/SpecialEventsNetIncomeLossAmt08289
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt012702
IRS990EZ/TotalProgramServiceExpensesAmt06306
IRS990EZ/TotalRevenueAmt011786
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0www.mckennapta.org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03497
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02017
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03269
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03536
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt04176
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt016495
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt092524
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt083926
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt079125
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt070380
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt087372
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0413327
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0429822
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt096021
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt085943
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt082394
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt073916
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt091548
IRS990ScheduleA/Total509Grp/TotalAmt0429822
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt096021
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt085943
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt082394
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt073916
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt091548
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0429822
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt084235
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Book Fair
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Holiday Fair
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt013656
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt012580
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt066288
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt092524
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt013656
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt012580
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt066288
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt092524
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt08289
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt063481
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt084235
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt011468
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt09286
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt016
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/LicensedStatesCd0NY
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description Amount6th grade 908Awards 431Bank fees 50Bulletin Board 41Council dues 691Hospitality 659Insurance 275Kindergarten 1,159Membership 1,332NYSSMA/All County 406Planners 413PTA Keryc Senior Awards 100Reflections 131Room & Grade 63SADD 52School Sign 2,069Senior Awards 1,000Spelling Bee 269Website 345Workshops 635
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Lori Verdone
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05166408011
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0McKenna PTA
ReturnHeader/Filer/BusinessNameControlTxt0MCKE
ReturnHeader/Filer/EIN0112738383
ReturnHeader/Filer/USAddress/AddressLine1Txt0210 Spruce Street
ReturnHeader/Filer/USAddress/CityNm0Massapequa Park
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011762
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FACTS AND FIGURES TAX SERVICES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0842 NASSAU ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Uniondale
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011553
ReturnHeader/PreparerPersonGrp/PhoneNum06316240277
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0William C Sperounis III
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-11-05T14:23:34-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,151
Liabilities
$0
Net assets
$9,151
Revenue
$11,786
Expenses
$12,702
Net income
-$916
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$9.51$0.00$9.51$22.0$28.4$6.44
2018Detailed filing. Detailed filing data is available for this year.$15.9$0.00$15.9$26.8$18.5$8.24
2017Detailed filing. Detailed filing data is available for this year.$7.70$0.00$7.70$24.0$25.5$1.45
2016Detailed filing. Detailed filing data is available for this year.$9.15$0.00$9.15$11.8$12.7$0.92
2015Summary only. Only limited summary data is available for this year.$10.1$0.00$16.3$19.6$3.29
2014Summary only. Only limited summary data is available for this year.$13.4$0.00$13.3$8.12$5.14
2013Summary only. Only limited summary data is available for this year.$8.22$0.00$7.52$10.9$3.38
2012Summary only. Only limited summary data is available for this year.$11.6$0.00$2.83$8.25$5.42
2011Summary only. Only limited summary data is available for this year.$17.0$0.00$6.12$15.8$9.73