Civic Intelligence

PTA New York Congress

990EZ • Fiscal year 2021 • EIN 11-2967786

Jul 01, 2020 to Jun 30, 2021 • Filed on Jul 22, 2023

1090 Broadway AveHolbrook, NY 11741

(631) 244-5680

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

2021 filings • NTEE B • <$500k nonprofits • Source year 2021

Liabilities / Revenue

63rd percentile

0.00x

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

2021 filings • NTEE B • <$500k nonprofits • Source year 2021

Net Margin

14th percentile

-68%

Higher net margin than 14% of similar nonprofits.

2021 filings • NTEE B • <$500k nonprofits • Source year 2021

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2021 filings • NTEE B • <$500k nonprofits • Source year 2021

Asset Growth

17th percentile

-22%

Faster asset growth than 17% of similar nonprofits.

2021 filings • NTEE B • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

11th percentile

-80%

Faster revenue growth than 11% of similar nonprofits.

2021 filings • NTEE B • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$29,527

Down $8,293 (-22%) from 2020

Net Assets

$29,527

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$12,219

Down $48,171 (-80%) from 2020

Expenses

Down

$20,512

Down $19,098 (-48%) from 2020

Net Income

Down

-$8,293

Down $29,073 (-140%) from 2020

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2011: $18,912Liabilities 2011: $02011Assets 2012: $13,102Liabilities 2012: $02012Assets 2013: $11,985Liabilities 2013: $02013Assets 2014: $13,883Liabilities 2014: $02014Assets 2015: $15,348Liabilities 2015: $02015Assets 2016: $17,957Liabilities 2016: $02016Assets 2017: $11,822Liabilities 2017: $02017Assets 2018: $12,053Liabilities 2018: $02018Assets 2019: $17,040Liabilities 2019: $02019Assets 2020: $37,820Liabilities 2020: $02020Assets 2021: $29,527Liabilities 2021: $0Net Assets 2021: $29,5272021Assets 2022: $52,231Liabilities 2022: $0Net Assets 2022: $52,2312022Assets 2023: $39,783Liabilities 2023: $0Net Assets 2023: $39,7832023

Highlighted filing

2021

Assets$29,527
Liabilities$0
Net Assets$29,527

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $44,254Expenses 2011: $49,719Net Income 2011: -$5,4652011Revenue 2012: $44,375Expenses 2012: $51,960Net Income 2012: -$7,5852012Revenue 2013: $51,576Expenses 2013: $52,693Net Income 2013: -$1,1172013Revenue 2014: $49,746Expenses 2014: $47,848Net Income 2014: $1,8982014Revenue 2015: $55,152Expenses 2015: $53,690Net Income 2015: $1,4622015Revenue 2016: $53,950Expenses 2016: $51,341Net Income 2016: $2,6092016Revenue 2017: $65,091Expenses 2017: $71,226Net Income 2017: -$6,1352017Revenue 2018: $69,421Expenses 2018: $69,190Net Income 2018: $2312018Revenue 2019: $87,500Expenses 2019: $82,513Net Income 2019: $4,9872019Revenue 2020: $60,390Expenses 2020: $39,610Net Income 2020: $20,7802020Revenue 2021: $12,219Expenses 2021: $20,512Net Income 2021: -$8,2932021Revenue 2022: $40,502Expenses 2022: $17,798Net Income 2022: $22,7042022Revenue 2023: $52,697Expenses 2023: $65,145Net Income 2023: -$12,4482023

Highlighted filing

2021

Revenue$12,219
Expenses$20,512
Net Income-$8,293
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Jul 22, 2023
Return Version
2020v4.2
Gross Receipts
$23,388
Mission and Program Overview

Mission

Parent Teacher Association

Program Services

DescriptionGrantsExpenses
Leadership Training, Cultural Arts Programs, Parenting Programs, Substance Abuse Programs, Academic Achievement Programs-$19,326
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Liz MillerPresidentPT$0--
Diana MurphyVice PresidentPT$0--
Nicholas FucciVice PresidentPT$0--
Melissa WebsterTreasurerPT$0--
Mary Beth SintRecording SecretaryPT$0--
Noreen HerdinaCorresponding SecretayPT$0--
Filing and Contact Details

Filer

Filer Name
Merrimac School PTA
EIN
11-2967786
Phone
6312445680
Address
1090 Broadway Ave, Holbrook, NY 11741

Signing Officer

Name
Melissa Webster
Title
Treasurer
Phone
6312445880
Signed
2023-07-22
Discuss with paid preparer
No

Preparer

Firm
Ajt Consultants Inc
Address
60 Summerfield Dr, Holtsville, NY 11742
Preparer
B Tomaselli
Phone
6314726039
Supplemental Narrative

Additional Explanations

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

Academic Achievement 2,484

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

Administrative 211

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

Council Dues 325

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

Cultural Arts Programs 500

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

Insurance 300

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

Professional fees 350

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

Scolarships 1,250

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

School Events 8,808

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

School Projects 3,963

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

Teacher and Volunteer Appreciation 2,315

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

Workshops 6

Raw XML Appendix176 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Melissa Webster
IRS990EZ/BooksInCareOfDetail/PhoneNum06312445680
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01090 Broadway Ave
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Hollbrook
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd011741
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt037820
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt029527
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0654
IRS990EZ/CostOfGoodsSoldAmt011169
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-8293
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt037820
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IRS990EZ/GrossProfitLossSlsOfInvntryAmt02799
IRS990EZ/GrossReceiptsAmt023388
IRS990EZ/GrossSalesOfInventoryAmt013968
IRS990EZ/GroupExemptionNum01278
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0800
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt037820
IRS990EZ/NetAssetsOrFundBalancesEOYAmt029527
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt037820
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt029527
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Liz Miller
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Diana Murphy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Nicholas Fucci
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Melissa Webster
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Mary Beth Sint
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Noreen Herdina
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Recording Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Corresponding Secretay
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt020512
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Parent Teacher Association
IRS990EZ/ProgramServiceRevenueAmt07966
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Leadership Training, Cultural Arts Programs, Parenting Programs, Substance Abuse Programs, Academic Achievement Programs
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt019326
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt020512
IRS990EZ/TotalProgramServiceExpensesAmt019326
IRS990EZ/TotalRevenueAmt012219
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01454
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01459
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01411
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01485
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01657
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt07466
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt021934
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt076893
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0119974
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0116671
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0117823
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0453295
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0460761
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt023388
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt078352
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0121385
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0118156
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0119480
IRS990ScheduleA/Total509Grp/TotalAmt0460761
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt023388
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt078352
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0121385
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0118156
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0119480
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0460761
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Academic Achievement 2,484
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Administrative 211
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Council Dues 325
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Cultural Arts Programs 500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance 300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Professional fees 350
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Scolarships 1,250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7School Events 8,808
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8School Projects 3,963
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Teacher and Volunteer Appreciation 2,315
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Workshops 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Melissa Webster
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06312445880
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-07-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Merrimac School PTA
ReturnHeader/Filer/BusinessNameControlTxt0MERR
ReturnHeader/Filer/EIN0112967786
ReturnHeader/Filer/PhoneNum06312445680
ReturnHeader/Filer/USAddress/AddressLine1Txt01090 Broadway Ave
ReturnHeader/Filer/USAddress/CityNm0Holbrook
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011741
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0AJT CONSULTANTS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt060 Summerfield Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Holtsville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011742
ReturnHeader/PreparerPersonGrp/PhoneNum06314726039
ReturnHeader/PreparerPersonGrp/PreparationDt02023-07-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0B Tomaselli
ReturnHeader/ReturnTs02023-07-22T07:55:46-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Melissa
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Webster
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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