Civic Intelligence

PTA New York Congress

990EZ • Fiscal year 2014 • EIN 11-3210435

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 14, 2014

50 Dean LaneStony Brook, NY 11790

(631) 730-4300

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

48th percentile

2.3%

Higher net margin than 48% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

57th percentile

6.3%

Faster asset growth than 57% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

71st percentile

19%

Faster revenue growth than 71% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$29,352

Up $1,730 (+6.3%) from 2013

Net Assets

Up

$29,352

Up $1,730 (+6.3%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Up

$75,337

Up $12,167 (+19%) from 2013

Expenses

Up

$73,607

Up $1,722 (+2.4%) from 2013

Net Income

Up

$1,730

Up $10,445 (+120%) from 2013

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2012: $36,337Net Assets 2012: $36,3372012Assets 2013: $27,622Liabilities 2013: $0Net Assets 2013: $27,6222013Assets 2014: $29,352Liabilities 2014: $0Net Assets 2014: $29,3522014Assets 2015: $22,365Liabilities 2015: $0Net Assets 2015: $22,3652015Assets 2016: $13,106Liabilities 2016: $0Net Assets 2016: $13,1062016Assets 2017: $13,310Liabilities 2017: $0Net Assets 2017: $13,3102017Assets 2018: $5,810Liabilities 2018: $0Net Assets 2018: $5,8102018Assets 2019: $19,981Liabilities 2019: $0Net Assets 2019: $19,9812019Assets 2020: $14,201Liabilities 2020: $0Net Assets 2020: $14,2012020Assets 2021: $3,962Net Assets 2021: $3,9622021

Highlighted filing

2014

Assets$29,352
Liabilities$0
Net Assets$29,352

Operations Trend

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

$100K$50K$0-$50KRevenue 2012: $83,235Expenses 2012: $70,026Net Income 2012: $13,2092012Revenue 2013: $63,170Expenses 2013: $71,885Net Income 2013: -$8,7152013Revenue 2014: $75,337Expenses 2014: $73,607Net Income 2014: $1,7302014Revenue 2015: $70,448Expenses 2015: $77,435Net Income 2015: -$6,9872015Revenue 2016: $80,181Expenses 2016: $89,440Net Income 2016: -$9,2592016Revenue 2017: $79,179Expenses 2017: $78,975Net Income 2017: $2042017Revenue 2018: $36,767Expenses 2018: $44,267Net Income 2018: -$7,5002018Revenue 2019: $51,808Expenses 2019: $37,637Net Income 2019: $14,1712019Revenue 2020: $20,253Expenses 2020: $26,033Net Income 2020: -$5,7802020Revenue 2021: $3,570Expenses 2021: $13,809Net Income 2021: -$10,2392021

Highlighted filing

2014

Revenue$75,337
Expenses$73,607
Net Income$1,730
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 14, 2014
Return Version
2013v3.1
Gross Receipts
$127,055
Mission and Program Overview

Mission

CHILD ADVOCASY

Program Services

DescriptionGrantsExpenses
ALL FUNDRAISING, DONATIONS, AND PROGRAM SERVICE REVENUE HAVE LED TO CULTURAL PROGRAMS, SUPPLIES, EQUIPMENT, AND STUDENT AND FAMILY ACTIVITIES FOR THE SCHOOL'S STUDENTS GRADES KINDERGARTEN TO GRADE 6 AND THEIR FAMILIES.-$71,974
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRACY LINGENFELTERTreasurer-$0--
KIM REINAVice Pres-$0--
ROSE RETTIGJoint Counci-$0--
KAREN PETOSKECo-President-$0--
MELISSA ROSENTHALCo-PresidentPT$0--
KIM GLIGANICCorrespondin-$0--
JEN ANDERSONRecording Se-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 2$20,947$20,947$14,574$6,373
Event 1$22,735$20,185$14,418$5,767
Total Events$76,854$74,304$50,732$23,572
Filing and Contact Details

Filer

EIN
11-3210435
Phone
6317304300

Signing Officer

Name
Tracy Lingenfelter
Title
Treasurer
Phone
6317304300
Signed
2014-10-14

Preparer

Preparer
Graceann Scalzo
Phone
6316898485
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses various office supplies 952 insurance 235 dues 884 cultural arts programs 17,362 moving up expense 5,951 scholarships 1,000 school spirit activities 3,709 book fair expense 15,850 spirit wear expense 4,180 sunshine, hospitality 497 joint council expenses 50 music night 5,865 wingo night 1,398 student &familyactivities 10,523 staff & teacher luncheons 1,220 donations to school 3,445 leadership training 40 total 73,161

Form 990-ez, Part III, Line 28

All fundraising, donations, and program service revenue have led to cultural programs, supplies, equipment, and student and family activities for the school's students grades kindergarten to grade 6 and their families.

Raw XML Appendix182 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
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CompensationExplanation/CompensationExplanationGrp/PersonNm1KIM REINA
CompensationExplanation/CompensationExplanationGrp/PersonNm2ROSE RETTIG
CompensationExplanation/CompensationExplanationGrp/PersonNm3KAREN PETOSKE
CompensationExplanation/CompensationExplanationGrp/PersonNm4MELISSA ROSENTHAL
CompensationExplanation/CompensationExplanationGrp/PersonNm5KIM GLIGANIC
CompensationExplanation/CompensationExplanationGrp/PersonNm6JEN ANDERSON
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0TRACY LINGENFELTER
IRS990EZ/BooksInCareOfDetail/PhoneNum06317304300
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1050 DEAN LANE
IRS990EZ/BooksInCareOfDetail/USAddress/City0STONY BROOK
IRS990EZ/BooksInCareOfDetail/USAddress/State0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode011790
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MELISSA ROSENTHAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KIM GLIGANIC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JEN ANDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2JOINT COUNCI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5CORRESPONDIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6RECORDING SE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt073161
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHILD ADVOCASY
IRS990EZ/ProgramServiceRevenueAmt038946
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ALL FUNDRAISING, DONATIONS, AND PROGRAM SERVICE REVENUE HAVE LED TO CULTURAL PROGRAMS, SUPPLIES, EQUIPMENT, AND STUDENT AND FAMILY ACTIVITIES FOR THE SCHOOL'S STUDENTS GRADES KINDERGARTEN TO GRADE 6 AND THEIR FAMILIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt071974
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt051718
IRS990EZ/SpecialEventsNetIncomeLossAmt031579
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt073607
IRS990EZ/TotalProgramServiceExpensesAmt071974
IRS990EZ/TotalRevenueAmt075337
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.MOUNTPTA.COM
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02550
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02170
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01047
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0426
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt06193
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt041208
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt036745
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt047284
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt040043
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt049342
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0214622
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt083297
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt073054
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt077843
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0397250
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/PublicSupportTotal509Amt0618065
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0127055
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0112388
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0127611
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0114144
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0127611
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0618065
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt02550
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt02550
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt050732
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt022735
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt020947
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt033172
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt076854
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt020185
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt020947
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt033172
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt074304
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0BASKET DINNER
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0SCHOOL PICTURES
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt023572
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt021740
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt050732
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt014418
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt014574
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt04
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES VARIOUS OFFICE SUPPLIES 952 INSURANCE 235 DUES 884 CULTURAL ARTS PROGRAMS 17,362 MOVING UP EXPENSE 5,951 SCHOLARSHIPS 1,000 SCHOOL SPIRIT ACTIVITIES 3,709 BOOK FAIR EXPENSE 15,850 SPIRIT WEAR EXPENSE 4,180 SUNSHINE, HOSPITALITY 497 JOINT COUNCIL EXPENSES 50 MUSIC NIGHT 5,865 WINGO NIGHT 1,398 STUDENT &FAMILYACTIVITIES 10,523 STAFF & TEACHER LUNCHEONS 1,220 DONATIONS TO SCHOOL 3,445 LEADERSHIP TRAINING 40 TOTAL 73,161
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL FUNDRAISING, DONATIONS, AND PROGRAM SERVICE REVENUE HAVE LED TO CULTURAL PROGRAMS, SUPPLIES, EQUIPMENT, AND STUDENT AND FAMILY ACTIVITIES FOR THE SCHOOL'S STUDENTS GRADES KINDERGARTEN TO GRADE 6 AND THEIR FAMILIES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0TRACY LINGENFELTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06317304300
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-14
ReturnHeader/Filer/BusinessName/BusinessNameLine10PTA - NY CONGRESS UNIT 05-487
ReturnHeader/Filer/BusinessName/BusinessNameLine20WILLIAM S MOUNT ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTA-
ReturnHeader/Filer/EIN0113210435
ReturnHeader/Filer/PhoneNum06317304300
ReturnHeader/Filer/USAddress/AddressLine1050 DEAN LANE
ReturnHeader/Filer/USAddress/City0STONY BROOK
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode011790
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/PreparationDt02014-10-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GRACEANN SCALZO
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-10-14T13:20:52-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

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