Civic Intelligence

PTA New York Congress

990EZ • Fiscal year 2015 • EIN 11-3210435

Jul 01, 2014 to Jun 30, 2015 • Filed on Oct 20, 2015

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

23rd percentile

-9.9%

Higher net margin than 23% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

18th percentile

-24%

Faster asset growth than 18% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

38th percentile

-6.5%

Faster revenue growth than 38% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$22,365

Down $6,987 (-24%) from 2014

Net Assets

Down

$22,365

Down $6,987 (-24%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$70,448

Down $4,889 (-6.5%) from 2014

Expenses

Up

$77,435

Up $3,828 (+5.2%) from 2014

Net Income

Down

-$6,987

Down $8,717 (-504%) from 2014

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

2015

Assets$22,365
Liabilities$0
Net Assets$22,365

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

2015

Revenue$70,448
Expenses$77,435
Net Income-$6,987
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Oct 20, 2015
Return Version
2014v5.0
Gross Receipts
$103,924
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.-$75,819
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRACY LINGENFELTERTreasurerPT$0--
KIM REINAVice Pres-$0--
MONICA SETTEJoint Counci-$0--
KIM GILGANICCo-PresidentPT$0--
ANDREA GIANTINOTOCo-PresidentPT$0--
JENNIFER SINGERRecording SeFT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Basket Dinner$19,983$17,293$13,129$4,164
Holiday Boutiqu$9,634$9,634$7,411$2,223
Total Events$51,116$48,426$29,613$18,813
Filing and Contact Details

Filer

Filer Name
Pta - Ny Congress Unit 05-487
EIN
11-3210435
Phone
6317304300
Address
50 DEAN LANE, STONY BROOK, NY 11790

Signing Officer

Name
Diana Lasak
Title
Treasurer
Phone
6317304300
Signed
2015-10-20

Preparer

Firm
Graceann Scalzo CPA
Address
24 WASHINGTON AVE, EAST SETAUKET, NY 11733
Preparer
Graceann Scalzo
Phone
6316898485
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses various office supplies 648 website 79 insurance 235 dues 984 cultural arts programs 15,462 moving up expense 5,369 scholarships 1,000 school spirit activities 3,931 book fair expense 18,204 spirit wear expense 2,433 sunshine, hospitality 1,306 joint council expenses 300 music night 6,510 wingo night 1,002 student &familyactivities 9,832 staff & teacher luncheons 1,501 donations to school 5,865 leadership training 20 harvest festival 2,100 total 76,781

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 Appendix173 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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IRS990EZ/BooksInCareOfDetail/PhoneNum06317304300
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0STONY BROOK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd011790
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt029352
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IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02350
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt029352
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.75
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt540.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TRACY LINGENFELTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KIM REINA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MONICA SETTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KIM GILGANIC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ANDREA GIANTINOTO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JENNIFER SINGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2JOINT COUNCI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5RECORDING SE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt076781
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHILD ADVOCASY
IRS990EZ/ProgramServiceRevenueAmt036703
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/ProgramServiceExpensesAmt075819
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt033476
IRS990EZ/SpecialEventsNetIncomeLossAmt028705
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt077435
IRS990EZ/TotalProgramServiceExpensesAmt075819
IRS990EZ/TotalRevenueAmt070448
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.MOUNTPTA.COM
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02350
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02550
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02110
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02170
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01047
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt010227
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt036703
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt041208
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt036745
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt047284
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt040043
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0201983
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt064871
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt083297
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt075643
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt087413
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt073054
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0384278
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/PublicSupportTotal509Amt0596488
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0103924
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0127055
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0114498
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0136867
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0114144
IRS990ScheduleA/Total509Grp/TotalAmt0596488
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0103924
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0127055
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0114498
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0136867
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0114144
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0596488
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt02690
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt02690
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt029613
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BASKET DINNER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0HOLIDAY BOUTIQU
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt019983
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt09634
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt021499
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt051116
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt017293
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt09634
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt021499
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt048426
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt018813
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt09073
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt029613
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt013129
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt07411
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES VARIOUS OFFICE SUPPLIES 648 WEBSITE 79 INSURANCE 235 DUES 984 CULTURAL ARTS PROGRAMS 15,462 MOVING UP EXPENSE 5,369 SCHOLARSHIPS 1,000 SCHOOL SPIRIT ACTIVITIES 3,931 BOOK FAIR EXPENSE 18,204 SPIRIT WEAR EXPENSE 2,433 SUNSHINE, HOSPITALITY 1,306 JOINT COUNCIL EXPENSES 300 MUSIC NIGHT 6,510 WINGO NIGHT 1,002 STUDENT &FAMILYACTIVITIES 9,832 STAFF & TEACHER LUNCHEONS 1,501 DONATIONS TO SCHOOL 5,865 LEADERSHIP TRAINING 20 HARVEST FESTIVAL 2,100 TOTAL 76,781
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/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DIANA LASAK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06317304300
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA - NY CONGRESS UNIT 05-487
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0WILLIAM S MOUNT ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTA-
ReturnHeader/Filer/EIN0113210435
ReturnHeader/Filer/PhoneNum06317304300
ReturnHeader/Filer/USAddress/AddressLine1Txt050 DEAN LANE
ReturnHeader/Filer/USAddress/CityNm0STONY BROOK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011790
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0273908332
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GRACEANN SCALZO CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt024 WASHINGTON AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EAST SETAUKET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011733
ReturnHeader/PreparerPersonGrp/PhoneNum06316898485
ReturnHeader/PreparerPersonGrp/PreparationDt02015-10-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GRACEANN SCALZO
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-10-20T12:57:26-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • <$500k nonprofits