Civic Intelligence

PTA New York Congress

990EZ • Fiscal year 2014 • EIN 11-3053888

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 08, 2014

490 Pond PathSetauket, NY 11733

(631) 730-4400

Siviq Scores

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

Liabilities / Assets

66th percentile

0.00x

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

2014 filings • NTEE B • <$500k nonprofits • Source year 2014

Liabilities / Revenue

66th percentile

0.00x

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

2014 filings • NTEE B • <$500k nonprofits • Source year 2014

Net Margin

69th percentile

17%

Higher net margin than 69% of similar nonprofits.

2014 filings • NTEE B • <$500k nonprofits • Source year 2014

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

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

2014 filings • NTEE B • <$500k nonprofits • Source year 2014

Asset Growth

97th percentile

243%

Faster asset growth than 97% of similar nonprofits.

2014 filings • NTEE B • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

31st percentile

-11%

Faster revenue growth than 31% of similar nonprofits.

2014 filings • NTEE B • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$14,123

Up $10,001 (+243%) from 2013

Net Assets

Up

$14,123

Up $10,001 (+243%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Down

$57,531

Down $7,156 (-11%) from 2013

Expenses

Down

$47,530

Down $18,354 (-28%) from 2013

Net Income

Up

$10,001

Up $11,198 (+936%) from 2013

Historical Trend

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2011: $9,617Liabilities 2011: $02011Assets 2012: $5,319Net Assets 2012: $5,3192012Assets 2013: $4,122Liabilities 2013: $0Net Assets 2013: $4,1222013Assets 2014: $14,123Liabilities 2014: $0Net Assets 2014: $14,1232014Assets 2015: $14,892Liabilities 2015: $0Net Assets 2015: $14,8922015Assets 2016: $6,557Liabilities 2016: $0Net Assets 2016: $6,5572016Assets 2018: $7,476Liabilities 2018: $0Net Assets 2018: $7,4762018Assets 2019: $12,959Liabilities 2019: $0Net Assets 2019: $12,9592019Assets 2020: $8,602Liabilities 2020: $0Net Assets 2020: $8,6022020Assets 2021: $3,649Liabilities 2021: $0Net Assets 2021: $3,6492021Assets 2022: $6,037Liabilities 2022: $0Net Assets 2022: $6,0372022Assets 2023: $16,368Liabilities 2023: $0Net Assets 2023: $16,3682023Assets 2024: $13,352Liabilities 2024: $0Net Assets 2024: $13,3522024Assets 2025: $23,861Net Assets 2025: $23,8612025

Highlighted filing

2014

Assets$14,123
Liabilities$0
Net Assets$14,123

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $66,518Expenses 2011: $66,476Net Income 2011: $422011Revenue 2012: $68,152Expenses 2012: $72,450Net Income 2012: -$4,2982012Revenue 2013: $64,687Expenses 2013: $65,884Net Income 2013: -$1,1972013Revenue 2014: $57,531Expenses 2014: $47,530Net Income 2014: $10,0012014Revenue 2015: $55,860Expenses 2015: $55,091Net Income 2015: $7692015Revenue 2016: $44,920Expenses 2016: $53,255Net Income 2016: -$8,3352016Revenue 2018: $43,192Expenses 2018: $45,395Net Income 2018: -$2,2032018Revenue 2019: $56,224Expenses 2019: $50,741Net Income 2019: $5,4832019Revenue 2020: $19,105Expenses 2020: $23,462Net Income 2020: -$4,3572020Revenue 2021: $15,907Expenses 2021: $20,860Net Income 2021: -$4,9532021Revenue 2022: $31,853Expenses 2022: $29,465Net Income 2022: $2,3882022Revenue 2023: $46,875Expenses 2023: $36,544Net Income 2023: $10,3312023Revenue 2024: $39,690Expenses 2024: $42,706Net Income 2024: -$3,0162024Revenue 2025: $67,661Expenses 2025: $57,152Net Income 2025: $10,5092025

Highlighted filing

2014

Revenue$57,531
Expenses$47,530
Net Income$10,001
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 8, 2014
Return Version
2013v3.1
Gross Receipts
$108,445
Mission and Program Overview

Mission

CHILD ADVOCASY

Program Services

DescriptionGrantsExpenses
EDUCATIONAL PROGRAMS FOR STUDENTS, TEACHERS, AND PARENTS FOR THE SCHOOL'S POPULATION; STUDENTS RANGE FROM KINDERGARTEN TO GRADE 6.-$46,406
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
NATALIE ANNINORecording Se-$0--
KRISTINE MENSECorrespondin-$0--
HEATHER FORTNERPresidentPT$0--
DAWN DEPINTOVice PresidePT$0--
NICOLE OPIETreasurerPT$0--
RUTHANNE MENCARONIDelegate-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$22,758$22,758$9,956$12,802
Event 2$12,639$12,639$10,713$1,926
Total Events$67,260$67,260$44,815$22,445
Filing and Contact Details

Filer

EIN
11-3053888
Phone
6317304400

Signing Officer

Name
Heather Fortner
Title
President
Phone
6317304400
Signed
2014-10-08

Preparer

Preparer
Graceann Scalzo
Phone
6316898485
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses web fees 85 bank charges 110 supplies 148 insurance 235 dues 1,365 student&family prog&activ 19,041 holiday boutique 9,047 cultural arts program 11,400 hospitality 172 scholarships 1,000 staff appreciation 1,291 schoolactivities/programs 2,816 nurse supplies 189 total 46,899

Raw XML Appendix172 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0NATALIE ANNINO
CompensationExplanation/CompensationExplanationGrp/PersonNm1KRISTINE MENSE
CompensationExplanation/CompensationExplanationGrp/PersonNm2HEATHER FORTNER
CompensationExplanation/CompensationExplanationGrp/PersonNm3DAWN DEPINTO
CompensationExplanation/CompensationExplanationGrp/PersonNm4NICOLE OPIE
CompensationExplanation/CompensationExplanationGrp/PersonNm5RUTHANNE MENCARONI
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0NICOLE OPIE
IRS990EZ/BooksInCareOfDetail/PhoneNum06317304400
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10C/O NASSAKEAG ELEMENTARY SCHOOL
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine20490 POND PATH
IRS990EZ/BooksInCareOfDetail/USAddress/City0SETAUKET
IRS990EZ/BooksInCareOfDetail/USAddress/State0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode011733
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt04122
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt014123
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt010001
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0631
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt04122
IRS990EZ/Form990TotalAssetsGrp/EOYAmt014123
IRS990EZ/FundraisingGrossIncomeAmt083683
IRS990EZ/GrossReceiptsAmt0108445
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02780
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt04122
IRS990EZ/NetAssetsOrFundBalancesEOYAmt014123
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt04122
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt014123
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt212.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt312.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0NATALIE ANNINO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KRISTINE MENSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2HEATHER FORTNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DAWN DEPINTO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4NICOLE OPIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5RUTHANNE MENCARONI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0RECORDING SE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CORRESPONDIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DELEGATE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt046899
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHILD ADVOCASY
IRS990EZ/ProgramServiceRevenueAmt021982
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATIONAL PROGRAMS FOR STUDENTS, TEACHERS, AND PARENTS FOR THE SCHOOL'S POPULATION; STUDENTS RANGE FROM KINDERGARTEN TO GRADE 6.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt046406
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt050914
IRS990EZ/SpecialEventsNetIncomeLossAmt032769
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt047530
IRS990EZ/TotalProgramServiceExpensesAmt046406
IRS990EZ/TotalRevenueAmt057531
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.NASSAKEAGPTA.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02780
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03765
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04450
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03815
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt04670
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt019480
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt083683
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt089723
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0101478
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0102721
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0118456
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0496061
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt021982
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt023579
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt023586
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt020045
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt024446
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0113638
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0629179
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0108445
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0117067
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0129514
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0126581
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0147572
IRS990ScheduleA/Total509Grp/TotalAmt0629179
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0108445
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0117067
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0129514
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0126581
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0147572
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0629179
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt044815
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt022758
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt012639
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt031863
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt067260
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt022758
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt012639
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt031863
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt067260
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0BASKET DINNER
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0PLANT FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt022445
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt024146
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt044815
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt09956
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt010713
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt04
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES WEB FEES 85 BANK CHARGES 110 SUPPLIES 148 INSURANCE 235 DUES 1,365 STUDENT&FAMILY PROG&ACTIV 19,041 HOLIDAY BOUTIQUE 9,047 CULTURAL ARTS PROGRAM 11,400 HOSPITALITY 172 SCHOLARSHIPS 1,000 STAFF APPRECIATION 1,291 SCHOOLACTIVITIES/PROGRAMS 2,816 NURSE SUPPLIES 189 TOTAL 46,899
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0HEATHER FORTNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06317304400
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-08
ReturnHeader/Filer/BusinessName/BusinessNameLine10NASSAKEAG PTA- UNIT 05-484
ReturnHeader/Filer/BusinessNameControlTxt0NASS
ReturnHeader/Filer/EIN0113053888
ReturnHeader/Filer/PhoneNum06317304400
ReturnHeader/Filer/USAddress/AddressLine10490 POND PATH
ReturnHeader/Filer/USAddress/City0SETAUKET
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode011733
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0273908332
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10GRACEANN SCALZO CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1024 WASHINGTON AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0EAST SETAUKET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode011733
ReturnHeader/PreparerPersonGrp/PhoneNum06316898485
ReturnHeader/PreparerPersonGrp/PreparationDt02014-10-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GRACEANN SCALZO
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-10-08T12:38:24-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$23.9$23.9$67.7$57.2$10.5
2024Detailed filing. Detailed filing data is available for this year.$13.4$0.00$13.4$39.7$42.7$3.02
2023Detailed filing. Detailed filing data is available for this year.$16.4$0.00$16.4$46.9$36.5$10.3
2022Detailed filing. Detailed filing data is available for this year.$6.04$0.00$6.04$31.9$29.5$2.39
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.65$0.00$3.65$15.9$20.9$4.95
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.60$0.00$8.60$19.1$23.5$4.36
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.0$0.00$13.0$56.2$50.7$5.48
2018Detailed filing. Detailed filing data is available for this year.$7.48$0.00$7.48$43.2$45.4$2.20
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.56$0.00$6.56$44.9$53.3$8.34
2015Detailed filing. Detailed filing data is available for this year.$14.9$0.00$14.9$55.9$55.1$0.77
2014Detailed filing. Detailed filing data is available for this year.$14.1$0.00$14.1$57.5$47.5$10.0
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$4.12$0.00$4.12$64.7$65.9$1.20
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.32$5.32$68.2$72.5$4.30
2011Summary only. Only limited summary data is available for this year.$9.62$0.00$66.5$66.5$0.04