Civic Intelligence

PTA - Ny Congress Setauket Elemetary Unit 05-475

990EZ • Fiscal year 2017 • EIN 11-3112912

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 14, 2017

134 Main StreetSetauket, NY 11733

(631) 730-4600

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

56th percentile

6.1%

Higher net margin than 56% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

68th percentile

16%

Faster asset growth than 68% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

43rd percentile

-3.0%

Faster revenue growth than 43% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$31,327

Up $4,306 (+16%) from 2016

Net Assets

Up

$31,327

Up $4,306 (+16%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$70,292

Down $2,161 (-3.0%) from 2016

Expenses

Up

$65,986

Up $10,264 (+18%) from 2016

Net Income

Down

$4,306

Down $12,425 (-74%) from 2016

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2011: $14,081Net Assets 2011: $14,0812011Assets 2012: $17,178Net Assets 2012: $17,1782012Assets 2013: $20,222Liabilities 2013: $0Net Assets 2013: $20,2222013Assets 2014: $22,851Liabilities 2014: $0Net Assets 2014: $22,8512014Assets 2015: $25,290Liabilities 2015: $15,000Net Assets 2015: $10,2902015Assets 2016: $27,021Liabilities 2016: $0Net Assets 2016: $27,0212016Assets 2017: $31,327Liabilities 2017: $0Net Assets 2017: $31,3272017Assets 2018: $38,334Liabilities 2018: $0Net Assets 2018: $38,3342018Assets 2019: $42,691Liabilities 2019: $0Net Assets 2019: $42,6912019Assets 2020: $22,446Liabilities 2020: $0Net Assets 2020: $22,4462020Assets 2021: $32,541Liabilities 2021: $0Net Assets 2021: $32,5412021Assets 2022: $44,709Liabilities 2022: $0Net Assets 2022: $44,7092022Assets 2023: $40,329Liabilities 2023: $0Net Assets 2023: $40,3292023Assets 2024: $38,215Liabilities 2024: $0Net Assets 2024: $38,2152024Assets 2025: $32,630Net Assets 2025: $32,6302025

Highlighted filing

2017

Assets$31,327
Liabilities$0
Net Assets$31,327

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $39,436Expenses 2011: $46,566Net Income 2011: -$7,1302011Revenue 2012: $63,470Expenses 2012: $60,373Net Income 2012: $3,0972012Revenue 2013: $55,673Expenses 2013: $52,629Net Income 2013: $3,0442013Revenue 2014: $61,981Expenses 2014: $59,352Net Income 2014: $2,6292014Revenue 2015: $69,290Expenses 2015: $81,851Net Income 2015: -$12,5612015Revenue 2016: $72,453Expenses 2016: $55,722Net Income 2016: $16,7312016Revenue 2017: $70,292Expenses 2017: $65,986Net Income 2017: $4,3062017Revenue 2018: $74,872Expenses 2018: $67,865Net Income 2018: $7,0072018Revenue 2019: $84,699Expenses 2019: $80,342Net Income 2019: $4,3572019Revenue 2020: $40,352Expenses 2020: $60,597Net Income 2020: -$20,2452020Revenue 2021: $28,844Expenses 2021: $18,749Net Income 2021: $10,0952021Revenue 2022: $54,619Expenses 2022: $42,451Net Income 2022: $12,1682022Revenue 2023: $52,006Expenses 2023: $56,386Net Income 2023: -$4,3802023Revenue 2024: $53,725Expenses 2024: $55,839Net Income 2024: -$2,1142024Revenue 2025: $56,563Expenses 2025: $62,148Net Income 2025: -$5,5852025

Highlighted filing

2017

Revenue$70,292
Expenses$65,986
Net Income$4,306
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 14, 2017
Return Version
2016v3.0
Gross Receipts
$104,015
Mission and Program Overview

Mission

CHILD ADVOCASY

CHILD ADVOCACY

Program Services

DescriptionGrantsExpenses
ALL FUNDRAISING, DONATIONS, AND PROGRAM SERVICE REVENUEHAVE LED TO EQUIPMENT, SUPPLIES, CULTURAL PROGRAMS, ANDSTUDENT ACTIVITIES FOR THE SCHOOL'S STUDENTS, GRADES K-6$65,056-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN ROSENZWEIGPresidentPT$0--
ZANA BHATTICo-Vice PresPT$0--
ANDREA FIORELLACo-Vice PresPT$0--
SUZANNE ZORNTreasurer-$0--
MARILYN EILENBERGERSecretary-$0--
VALERIE SOLOWAYPta Delegate-$0--
ANN HANSEN-CROWLEYTechnology-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Basket Dinner$24,315$24,315$9,457$14,858
Misc$16,779$16,779$3,815$12,964
Total Events$69,874$69,874$33,723$36,151
Filing and Contact Details

Filer

Filer Name
Pta - Ny Congress
EIN
11-3112912
Phone
6317304600
Address
134 MAIN STREET, SETAUKET, NY 11733

Signing Officer

Name
Suzanne Zorn
Title
Treasurer
Signed
2017-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Michael C Williams CPA Pc
Address
646-1 MAIN ST, PORT JEFFERSON, NY 11777
Preparer
Michael C Williams
Phone
6314766700
Supplemental Narrative

Additional Explanations

Other Expenses.1002

Office Expenses $102

Other Expenses.1012

Insurance $290

Other Expenses.1

ARTS IN EDUCATION $24225

Other Expenses.2

Student activities $23961

Other Expenses.3

SPIRIT WEAR $5634

Other Expenses.4

STAFF APPRECIATION $2566

Other Expenses.5

DONATIONS $2108

Other Expenses.6

BOOK CLUBS/READING $1787

Other Expenses.7

ARTS & CRAFTS $1775

Other Expenses.8

SCHOLARSHIPS $1115

Other Expenses.9

MEMBERSHIP DUES $892

Other Expenses.10

FOLDERS & PLANNNERS $351

Other Expenses.11

WEBSITE $336

Other Expenses.12

Volunteer appreciation $190

Other Expenses.13

HOSPITALITY $116

Raw XML Appendix212 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt065448
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt065056
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.SETAUKETPTA.ORG
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0162050
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0351555
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IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt016779
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt016779
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt09457
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03815
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $102
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $290
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ARTS IN EDUCATION $24225
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3STUDENT ACTIVITIES $23961
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SPIRIT WEAR $5634
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5STAFF APPRECIATION $2566
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DONATIONS $2108
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7BOOK CLUBS/READING $1787
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8ARTS & CRAFTS $1775
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9SCHOLARSHIPS $1115
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10MEMBERSHIP DUES $892
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11FOLDERS & PLANNNERS $351
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12WEBSITE $336
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13VOLUNTEER APPRECIATION $190
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14HOSPITALITY $116
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.8
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.13
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUZANNE ZORN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA - NY CONGRESS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SETAUKET ELEMENTARY UNIT 05-475
ReturnHeader/Filer/BusinessNameControlTxt0PTA-
ReturnHeader/Filer/EIN0113112912
ReturnHeader/Filer/PhoneNum06317304600
ReturnHeader/Filer/USAddress/AddressLine1Txt0134 MAIN STREET
ReturnHeader/Filer/USAddress/CityNm0SETAUKET
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011733
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MICHAEL C WILLIAMS CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0646-1 MAIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PORT JEFFERSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011777
ReturnHeader/PreparerPersonGrp/PhoneNum06314766700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL C WILLIAMS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-11-14T12:52:23-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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.$32.6$32.6$56.6$62.1$5.59
2024Detailed filing. Detailed filing data is available for this year.$38.2$0.00$38.2$53.7$55.8$2.11
2023Detailed filing. Detailed filing data is available for this year.$40.3$0.00$40.3$52.0$56.4$4.38
2022Detailed filing. Detailed filing data is available for this year.$44.7$0.00$44.7$54.6$42.5$12.2
2021Detailed filing. Detailed filing data is available for this year.$32.5$0.00$32.5$28.8$18.7$10.1
2020Detailed filing. Detailed filing data is available for this year.$22.4$0.00$22.4$40.4$60.6$20.2
2019Detailed filing. Detailed filing data is available for this year.$42.7$0.00$42.7$84.7$80.3$4.36
2018Detailed filing. Detailed filing data is available for this year.$38.3$0.00$38.3$74.9$67.9$7.01
2017Detailed filing. Detailed filing data is available for this year.$31.3$0.00$31.3$70.3$66.0$4.31
2016Detailed filing. Detailed filing data is available for this year.$27.0$0.00$27.0$72.5$55.7$16.7
2015Detailed filing. Detailed filing data is available for this year.$25.3$15.0$10.3$69.3$81.9$12.6
2014Detailed filing. Detailed filing data is available for this year.$22.9$0.00$22.9$62.0$59.4$2.63
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.2$0.00$20.2$55.7$52.6$3.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.2$17.2$63.5$60.4$3.10
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.1$14.1$39.4$46.6$7.13