Civic Intelligence

Sag Harbor Elementary School PTA

EIN 11-3007622 • 501(c)3 • Sag Harbor, NY

Profile

Advocacy for and education of children.

68 Hampton StSag Harbor, NY 11963

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

4th percentile

-626%

Higher net margin than 4% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

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

Asset Growth

15th percentile

-62%

Faster asset growth than 15% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

7th percentile

-87%

Faster revenue growth than 7% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Down

$23,487

Down $37,931 (-62%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$23,487

Down $37,931 (-62%) from 2024

Revenue

Down

$6,061

Down $38,904 (-87%) from 2024

Expenses

Up

$43,992

Up $5,058 (+13%) from 2024

Net Income

Down

-$37,931

Down $43,962 (-729%) from 2024

Trend Graphs

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2012: $2,233Liabilities 2012: $02012Assets 2013: $3,123Liabilities 2013: $0Net Assets 2013: $3,1232013Assets 2014: $11,518Liabilities 2014: $0Net Assets 2014: $11,5182014Assets 2015: $17,478Liabilities 2015: $0Net Assets 2015: $17,4782015Assets 2016: $31,500Liabilities 2016: $0Net Assets 2016: $31,5002016Assets 2017: $31,183Liabilities 2017: $0Net Assets 2017: $31,1832017Assets 2018: $32,094Liabilities 2018: $0Net Assets 2018: $32,0942018Assets 2019: $25,955Liabilities 2019: $0Net Assets 2019: $25,9552019Assets 2020: $32,385Liabilities 2020: $0Net Assets 2020: $32,3852020Assets 2022: $45,410Liabilities 2022: $0Net Assets 2022: $45,4102022Assets 2023: $55,387Liabilities 2023: $0Net Assets 2023: $55,3872023Assets 2024: $61,418Net Assets 2024: $61,4182024Assets 2025: $23,487Net Assets 2025: $23,4872025

Highlighted filing

2025

Assets$23,487
Liabilities-
Net Assets$23,487

Operations Trend

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

$100K$50K$0-$50KRevenue 2012: $68,585Expenses 2012: $72,286Net Income 2012: -$3,7012012Revenue 2013: $81,042Expenses 2013: $80,152Net Income 2013: $8902013Revenue 2014: $72,416Expenses 2014: $64,021Net Income 2014: $8,3952014Revenue 2015: $64,107Expenses 2015: $58,147Net Income 2015: $5,9602015Revenue 2016: $63,414Expenses 2016: $49,393Net Income 2016: $14,0212016Revenue 2017: $61,528Expenses 2017: $61,846Net Income 2017: -$3182017Revenue 2018: $68,204Expenses 2018: $67,119Net Income 2018: $1,0852018Revenue 2019: $70,907Expenses 2019: $0Net Income 2019: $70,9072019Revenue 2020: $72Expenses 2020: $55Net Income 2020: $172020Revenue 2022: $50,251Expenses 2022: $50,191Net Income 2022: $602022Revenue 2023: $66,699Expenses 2023: $56,722Net Income 2023: $9,9772023Revenue 2024: $44,965Expenses 2024: $38,934Net Income 2024: $6,0312024Revenue 2025: $6,061Expenses 2025: $43,992Net Income 2025: -$37,9312025

Highlighted filing

2025

Revenue$6,061
Expenses$43,992
Net Income-$37,931

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.5$23.5$6.06$44.0$37.9
2024Detailed filing. Detailed filing data is available for this year.$61.4$61.4$45.0$38.9$6.03
2023Detailed filing. Detailed filing data is available for this year.$55.4$0.00$55.4$66.7$56.7$9.98
2022Detailed filing. Detailed filing data is available for this year.$45.4$0.00$45.4$50.3$50.2$0.06
2020Detailed filing. Detailed filing data is available for this year.$32.4$0.00$32.4$0.07$0.06$0.02
2019Detailed filing. Detailed filing data is available for this year.$26.0$0.00$26.0$70.9$0.00$70.9
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$32.1$0.00$32.1$68.2$67.1$1.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.2$0.00$31.2$61.5$61.8$0.32
2016Detailed filing. Detailed filing data is available for this year.$31.5$0.00$31.5$63.4$49.4$14.0
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.5$0.00$17.5$64.1$58.1$5.96
2014Detailed filing. Detailed filing data is available for this year.$11.5$0.00$11.5$72.4$64.0$8.40
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.12$0.00$3.12$81.0$80.2$0.89
2012Summary only. Only limited summary data is available for this year.$2.23$0.00$68.6$72.3$3.70
Latest Detailed Filing

The latest 2025 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2024 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 17, 2025
Return Version
2023v6.0
Gross Receipts
$86,620
Mission and Program Overview

Mission

Advocacy for and education of children.

The organization purpose is to provide advocacy and education for children by providing supplemental direct support to the sag harbor elementary school, located in sag harbor, suffolk county, new york.

Program Services

DescriptionGrantsExpenses
SUPPORT FOR THE SAG HARBOR ELEMENTARY SCHOOL FOR VARIOUS SCHOOL PROGRAMS TO BENEFIT STUDENTS, PARENTS, TEACHERS AND ALL STAFF.-$38,934
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
HEATHER NARDYPresident-$0--
HOPE LIVINGSTONVice Preside-$0--
YAVANNA GETTLINGSecretary-$0--
SUSAN PASSONICorresp. Sec-$0--
JENNIFER WOLFSONTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Pizza Fundraise$33,892$33,892$34,111$-219
Spring Fundrais$31,595$31,595$2,650$28,945
Total Events$65,487$65,487$36,761$28,726
Filing and Contact Details

Filer

Filer Name
Pta New York Congress 05-474
EIN
11-3007622
Phone
6313770960
Address
68 HAMPTON ST, SAG HARBOR, NY 11963

Signing Officer

Name
Yavanna Gettling
Title
Secretary
Phone
6313770960
Signed
2025-11-17

Preparer

Firm
JONES LITTLE & CO CPA'S LLP
Address
186 WEST MONTAUK HIGHWAY SUITE D3, HAMPTON BAYS, NY 11946-2347
Preparer
Leanne T Poe CPA
Phone
6317284020
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses 176 bank charges and fees 31 dues and subscription 548 office supplies 130 700 book fair 100 halloween parade 113 fifth grade expense 1,305 teacher appreciation week 1,916 wax museum 1,000 pta dues to nys pta 366 beach day 206 back to school picnic exp 1,171 fraud expense 28,393 teacher requests 2,779 total 38,934

Form 990-ez, Part III

The organization purpose is to provide advocacy and education for children by providing supplemental direct support to the sag harbor elementary school, located in sag harbor, suffolk county, new york.

Raw XML Appendix140 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/PersonNm0THE ORGANIZATION
IRS990EZ/BooksInCareOfDetail/PhoneNum06313770960
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt068 SCHOOL ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAG HARBOR
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd011963
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt055387
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt061418
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt07409
IRS990EZ/CostOfGoodsSoldAmt04894
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06031
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt055387
IRS990EZ/Form990TotalAssetsGrp/EOYAmt061418
IRS990EZ/FundraisingGrossIncomeAmt065487
IRS990EZ/GrossProfitLossSlsOfInvntryAmt08830
IRS990EZ/GrossReceiptsAmt086620
IRS990EZ/GrossSalesOfInventoryAmt013724
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt055387
IRS990EZ/NetAssetsOrFundBalancesEOYAmt061418
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt055387
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt061418
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0HEATHER NARDY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1HOPE LIVINGSTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2YAVANNA GETTLING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SUSAN PASSONI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JENNIFER WOLFSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CORRESP. SEC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt038934
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION PURPOSE IS TO PROVIDE ADVOCACY AND EDUCATION FOR CHILDREN BY PROVIDING SUPPLEMENTAL DIRECT SUPPORT TO THE SAG HARBOR ELEMENTARY SCHOOL, LOCATED IN SAG HARBOR, SUFFOLK COUNTY, NEW YORK.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORT FOR THE SAG HARBOR ELEMENTARY SCHOOL FOR VARIOUS SCHOOL PROGRAMS TO BENEFIT STUDENTS, PARENTS, TEACHERS AND ALL STAFF.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt038934
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt036761
IRS990EZ/SpecialEventsNetIncomeLossAmt028726
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt038934
IRS990EZ/TotalProgramServiceExpensesAmt038934
IRS990EZ/TotalRevenueAmt044965
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.SAGHARBORPTA.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt07409
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt07409
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt079211
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt079211
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt086620
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt086620
IRS990ScheduleA/Total509Grp/TotalAmt086620
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt086620
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt086620
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt036761
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SPRING FUNDRAIS
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0PIZZA FUNDRAISE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt031595
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt033892
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt065487
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt031595
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt033892
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt065487
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt028726
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt036761
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02650
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt034111
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES 176 BANK CHARGES AND FEES 31 DUES AND SUBSCRIPTION 548 OFFICE SUPPLIES 130 700 BOOK FAIR 100 HALLOWEEN PARADE 113 FIFTH GRADE EXPENSE 1,305 TEACHER APPRECIATION WEEK 1,916 WAX MUSEUM 1,000 PTA DUES TO NYS PTA 366 BEACH DAY 206 BACK TO SCHOOL PICNIC EXP 1,171 FRAUD EXPENSE 28,393 TEACHER REQUESTS 2,779 TOTAL 38,934
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION PURPOSE IS TO PROVIDE ADVOCACY AND EDUCATION FOR CHILDREN BY PROVIDING SUPPLEMENTAL DIRECT SUPPORT TO THE SAG HARBOR ELEMENTARY SCHOOL, LOCATED IN SAG HARBOR, SUFFOLK COUNTY, NEW YORK.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0YAVANNA GETTLING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum06313770960
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA NEW YORK CONGRESS 05-474
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SAG HARBOR ELEM SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAN
ReturnHeader/Filer/EIN0113007622
ReturnHeader/Filer/PhoneNum06313770960
ReturnHeader/Filer/USAddress/AddressLine1Txt068 HAMPTON ST
ReturnHeader/Filer/USAddress/CityNm0SAG HARBOR
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011963
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203223210
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JONES LITTLE & CO CPA'S LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0186 WEST MONTAUK HIGHWAY SUITE D3
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HAMPTON BAYS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0119462347
ReturnHeader/PreparerPersonGrp/PhoneNum06317284020
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LEANNE T POE CPA
ReturnHeader/ReturnTs02025-11-17T14:11:29-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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