Civic Intelligence

PTA New York Congress

990EZ • Fiscal year 2023 • EIN 11-2975993

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 05, 2023

Organization ProfileN/A
55 Otsego AvenueHuntington Station, NY 11746

(631) 592-3600

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

46th percentile

1.2%

Higher net margin than 46% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

52nd percentile

1.9%

Faster asset growth than 52% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

70th percentile

27%

Faster revenue growth than 70% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$30,300

Up $564 (+1.9%) from 2022

Net Assets

Up

$30,300

Up $564 (+1.9%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin46th percentile

Revenue

Up

$103,846

Up $22,056 (+27%) from 2022

Expenses

Up

$102,610

Up $16,042 (+19%) from 2022

Net Income

Up

$1,236

Up $6,014 (+126%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$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

2023

Assets$30,300
Liabilities$0
Net Assets$30,300
Open 2023 Filing

Operations Trend

Revenue Growth70th percentile

Revenue, expenses, and net income across loaded years, with this 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

2023

Revenue$103,846
Expenses$102,610
Net Income$1,236
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 5, 2023
Return Version
2022v5.0
Gross Receipts
$103,846
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$102,610
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHELLE FULEPCo-President-$0--
JEANNINE KUHNERCo-President-$0--
KATHY DIPINOTreasurer-$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
Michelle Fulep
Title
Co-president
Phone
6315923600
Signed
2023-11-05
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 102610.”

Raw XML Appendix158 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/BOYAmt029064
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt030300
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01236
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt029064
IRS990EZ/Form990TotalAssetsGrp/EOYAmt030300
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0103846
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum01258
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt03181
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt029064
IRS990EZ/NetAssetsOrFundBalancesEOYAmt030300
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt029064
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt030300
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/PersonNm0MICHELLE FULEP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JEANNINE KUHNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KATHY DIPINO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0102610
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/ProgramServiceRevenueAmt0100665
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOOL PURCHASES, ARTS AND EDUCATION, SAFETY EDUCATIONCLASS TRIPS, PROGRAM EXPENSE- APPROX 600 STUDENTS/ 110 STAFF.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0102610
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0102610
IRS990EZ/TotalProgramServiceExpensesAmt0102610
IRS990EZ/TotalRevenueAmt0103846
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03181
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01771
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03084
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02959
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt013995
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0100665
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt079602
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt019414
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt047446
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt096458
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0343585
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0357580
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0103846
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt081373
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt022498
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt050446
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt099417
IRS990ScheduleA/Total509Grp/TotalAmt0357580
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0357580
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 102610.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt V, PBC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHELLE FULEP
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06315923600
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-05
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/PreparationDt02023-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARYANN RICHER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-11-11T10:04:53-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MICHELLE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FULEP
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30,300
Liabilities
$0
Net assets
$30,300
Revenue
$103,846
Expenses
$102,610
Net income
$1,236
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