Civic Intelligence

Otsego PTA 5-063

EIN 11-2975993 • 501(c)3 • Huntington Station, NY

Profile

To promote the welfare of children & youth in home,school, community, etc to raise the standards of home life; as per objectives of national & nys pta

55 Otsego AvenueHuntington Station, NY 11746

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

78th percentile

26%

Higher net margin than 78% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

91st percentile

91%

Faster asset growth than 91% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

58th percentile

4.1%

Faster revenue growth than 58% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$57,885

Up $27,585 (+91%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$57,885

Up $27,585 (+91%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin78th percentile

Revenue

Up

$108,149

Up $4,303 (+4.1%) from 2023

Expenses

Down

$80,564

Down $22,046 (-21%) from 2023

Net Income

Up

$27,585

Up $26,349 (+2132%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth91st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2012: $20,466Liabilities 2012: $02012Assets 2013: $21,596Liabilities 2013: $02013Assets 2014: $22,485Liabilities 2014: $02014Assets 2015: $28,436Liabilities 2015: $02015Assets 2016: $13,728Liabilities 2016: $0Net Assets 2016: $13,7282016Assets 2017: $28,705Liabilities 2017: $0Net Assets 2017: $28,7052017Assets 2018: $24,301Liabilities 2018: $0Net Assets 2018: $24,3012018Assets 2019: $33,142Liabilities 2019: $0Net Assets 2019: $33,1422019Assets 2020: $39,190Liabilities 2020: $0Net Assets 2020: $39,1902020Assets 2021: $34,514Liabilities 2021: $0Net Assets 2021: $34,5142021Assets 2022: $29,736Liabilities 2022: $0Net Assets 2022: $29,7362022Assets 2023: $30,300Liabilities 2023: $0Net Assets 2023: $30,3002023Assets 2024: $57,885Liabilities 2024: $0Net Assets 2024: $57,8852024

Highlighted filing

2024

Assets$57,885
Liabilities$0
Net Assets$57,885
Open 2024 Filing

Operations Trend

Revenue Growth58th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2012: $71,517Expenses 2012: $59,303Net Income 2012: $12,2142012Revenue 2013: $70,776Expenses 2013: $69,646Net Income 2013: $1,1302013Revenue 2014: $72,115Expenses 2014: $71,226Net Income 2014: $8892014Revenue 2015: $104,919Expenses 2015: $98,968Net Income 2015: $5,9512015Revenue 2016: $87,673Expenses 2016: $102,381Net Income 2016: -$14,7082016Revenue 2017: $118,013Expenses 2017: $103,036Net Income 2017: $14,9772017Revenue 2018: $110,572Expenses 2018: $114,976Net Income 2018: -$4,4042018Revenue 2019: $99,426Expenses 2019: $90,585Net Income 2019: $8,8412019Revenue 2020: $50,446Expenses 2020: $44,398Net Income 2020: $6,0482020Revenue 2021: $22,498Expenses 2021: $27,174Net Income 2021: -$4,6762021Revenue 2022: $81,790Expenses 2022: $86,568Net Income 2022: -$4,7782022Revenue 2023: $103,846Expenses 2023: $102,610Net Income 2023: $1,2362023Revenue 2024: $108,149Expenses 2024: $80,564Net Income 2024: $27,5852024

Highlighted filing

2024

Revenue$108,149
Expenses$80,564
Net Income$27,585
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$57,885
Liabilities
$0
Net assets
$57,885
Revenue
$108,149
Expenses
$80,564
Net income
$27,585
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$1.08$0.81$0.28
2023Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$1.04$1.03$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.82$0.87$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.35$0.00$0.35$0.22$0.27$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.39$0.00$0.39$0.50$0.44$0.06
2019Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.33$0.00$0.33$0.99$0.91$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.24$0.00$0.24$1.11$1.15$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$1.18$1.03$0.15
2016Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$0.88$1.02$0.15
2015Summary only. Only limited summary data is available for this year.$0.28$0.00$1.05$0.99$0.06
2014Summary only. Only limited summary data is available for this year.$0.22$0.00$0.72$0.71$0.01
2013Summary only. Only limited summary data is available for this year.$0.22$0.00$0.71$0.70$0.01
2012Summary only. Only limited summary data is available for this year.$0.20$0.00$0.72$0.59$0.12
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 13, 2024
Return Version
2023v5.1
Gross Receipts
$108,149
Mission and Program Overview

Mission

To promote the welfare of children & youth in home,school, community, etc to raise the standards of home life; as per objectives of national & nys pta

Program Services

DescriptionGrantsExpenses
SCHOOL PURCHASES, ARTS AND EDUCATION, SAFETY EDUCATIONCLASS TRIPS, PROGRAM EXPENSE- APPROX 600 STUDENTS/ 110 STAFF.$0$80,564
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARIA GILLESPIECo-President-$0--
SHARLAINA SIRCARCo-President-$0--
MICHELLE DOWLESSTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Otsego Pta 5-063
EIN
11-2975993
Phone
6315923600
Address
55 OTSEGO AVENUE, HUNTINGTON STATION, NY 11746

Signing Officer

Name
Maria Gillespie
Title
Co-president
Phone
6315923600
Signed
2024-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Maryann Richer CPA
Address
27 Dartmouth Dr, Deer Park, NY 11729
Preparer
Maryann Richer
Phone
5163129527
Supplemental Narrative

Additional Explanations

Pt V, PBC

“Information regarding personal benefit contracts:the 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.”

Form 990EZ, Part I, Line 16

“Program services and administration 80564.”

Raw XML Appendix152 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/BusinessNameLine1Txt0OTSEGO ELEMENTARY SCHOOL
IRS990EZ/BooksInCareOfDetail/PhoneNum06315923600
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt055 OTSEGO AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0DIX HILLS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd011746
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt030300
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt057885
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt027585
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt030300
IRS990EZ/Form990TotalAssetsGrp/EOYAmt057885
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0108149
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum01258
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt04087
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt030300
IRS990EZ/NetAssetsOrFundBalancesEOYAmt057885
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt030300
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt057885
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARIA GILLESPIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SHARLAINA SIRCAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MICHELLE DOWLESS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt080564
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE THE WELFARE OF CHILDREN & YOUTH IN HOME,SCHOOL, COMMUNITY, ETC TO RAISE THE STANDARDS OF HOME LIFE; AS PER OBJECTIVES OF NATIONAL & NYS PTA
IRS990EZ/ProgramServiceRevenueAmt0104062
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOOL PURCHASES, ARTS AND EDUCATION, SAFETY EDUCATIONCLASS TRIPS, PROGRAM EXPENSE- APPROX 600 STUDENTS/ 110 STAFF.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt080564
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt080564
IRS990EZ/TotalProgramServiceExpensesAmt080564
IRS990EZ/TotalRevenueAmt0108149
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04087
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03181
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01771
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03084
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt015123
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0104062
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0100665
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt079602
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt019414
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt047446
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0351189
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0366312
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0108149
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0103846
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt081373
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt022498
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt050446
IRS990ScheduleA/Total509Grp/TotalAmt0366312
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0366312
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INFORMATION REGARDING PERSONAL BENEFIT CONTRACTS:THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PROGRAM SERVICES AND ADMINISTRATION 80564.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt V, PBC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARIA GILLESPIE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06315923600
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OTSEGO PTA 5-063
ReturnHeader/Filer/BusinessNameControlTxt0OTSE
ReturnHeader/Filer/EIN0112975993
ReturnHeader/Filer/PhoneNum06315923600
ReturnHeader/Filer/USAddress/AddressLine1Txt055 OTSEGO AVENUE
ReturnHeader/Filer/USAddress/CityNm0HUNTINGTON STATION
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011746
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Maryann Richer CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt027 Dartmouth Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Deer Park
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011729
ReturnHeader/PreparerPersonGrp/PhoneNum05163129527
ReturnHeader/PreparerPersonGrp/PreparationDt02024-12-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARYANN RICHER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-12-07T08:20:16-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.