Civic Intelligence

PTA New York Congress

990EZ • Fiscal year 2016 • EIN 11-3210435

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 18, 2016

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

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

22nd percentile

-12%

Higher net margin than 22% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

11th percentile

-41%

Faster asset growth than 11% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

68th percentile

14%

Faster revenue growth than 68% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$13,106

Down $9,259 (-41%) from 2015

Net Assets

Down

$13,106

Down $9,259 (-41%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$80,181

Up $9,733 (+14%) from 2015

Expenses

Up

$89,440

Up $12,005 (+16%) from 2015

Net Income

Down

-$9,259

Down $2,272 (-33%) from 2015

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

2016

Assets$13,106
Liabilities$0
Net Assets$13,106

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

2016

Revenue$80,181
Expenses$89,440
Net Income-$9,259
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 18, 2016
Return Version
2015v2.1
Gross Receipts
$108,788
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.-$87,566
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KIM GILGANICCo-PresidentPT$0--
ANDREA GIANTINOTOCo-PresidentPT$0--
DANIELLE PERNICONEVice Preside-$0--
DIANA LASAKTreasurer-$0--
JENNIFER SINGERRecording Se-$0--
ANDREA BHELLACoresponding-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Basket Dinner$18,127$14,578$9,604$4,974
Holiday Boutiqu$9,471$9,471$7,781$1,690
Total Events$36,745$33,196$24,090$9,106
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
2016-10-18

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

Fast athletics cost of goods sold 13,380 expenses various office supplies 675 website 79 insurance 275 dues 1,116 cultural arts programs 16,819 moving up expense 7,858 scholarships 1,000 school spirit activities 7,827 book fair expense 11,076 spirit wear expense 5,432 sunshine, hospitality 700 joint council expenses 324 music night 5,534 wingo night 1,108 student &familyactivities 8,218 staff & teacher luncheons 1,646 donations-school&other 3,131 leadership training 20 harvest festival 2,377 total 88,595

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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0DIANA LASAK
IRS990EZ/BooksInCareOfDetail/PhoneNum06317304300
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt050 DEAN LANE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0STONY BROOK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd011790
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt022365
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt013106
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03549
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-9259
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0845
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt022365
IRS990EZ/Form990TotalAssetsGrp/EOYAmt013106
IRS990EZ/FundraisingGrossIncomeAmt049472
IRS990EZ/GrossReceiptsAmt0108788
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02801
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt022365
IRS990EZ/NetAssetsOrFundBalancesEOYAmt013106
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt022365
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt013106
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt06.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt19.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KIM GILGANIC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANDREA GIANTINOTO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DANIELLE PERNICONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DIANA LASAK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JENNIFER SINGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ANDREA BHELLA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4RECORDING SE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5CORESPONDING
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt088595
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHILD ADVOCASY
IRS990EZ/ProgramServiceRevenueAmt052966
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/ProgramServiceExpensesAmt087566
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt028607
IRS990EZ/SpecialEventsNetIncomeLossAmt020865
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt089440
IRS990EZ/TotalProgramServiceExpensesAmt087566
IRS990EZ/TotalRevenueAmt080181
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.MOUNTPTA.COM
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03549
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02350
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02550
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02110
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02170
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt012729
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt040392
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt036703
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt041208
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt036745
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt047284
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0202332
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt064847
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt064871
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt083297
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt075643
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt087413
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0376071
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0591132
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0108788
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0103924
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0127055
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0114498
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0136867
IRS990ScheduleA/Total509Grp/TotalAmt0591132
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0108788
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0103924
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0127055
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0114498
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0136867
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0591132
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt03549
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt03549
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt024090
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BASKET DINNER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0HOLIDAY BOUTIQU
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt018127
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt09471
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt09147
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt036745
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt014578
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt09471
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt09147
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt033196
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt09106
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt06705
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt024090
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt09604
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt07781
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FAST ATHLETICS COST OF GOODS SOLD 13,380 EXPENSES VARIOUS OFFICE SUPPLIES 675 WEBSITE 79 INSURANCE 275 DUES 1,116 CULTURAL ARTS PROGRAMS 16,819 MOVING UP EXPENSE 7,858 SCHOLARSHIPS 1,000 SCHOOL SPIRIT ACTIVITIES 7,827 BOOK FAIR EXPENSE 11,076 SPIRIT WEAR EXPENSE 5,432 SUNSHINE, HOSPITALITY 700 JOINT COUNCIL EXPENSES 324 MUSIC NIGHT 5,534 WINGO NIGHT 1,108 STUDENT &FAMILYACTIVITIES 8,218 STAFF & TEACHER LUNCHEONS 1,646 DONATIONS-SCHOOL&OTHER 3,131 LEADERSHIP TRAINING 20 HARVEST FESTIVAL 2,377 TOTAL 88,595
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DIANA LASAK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06317304300
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-18
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/PreparationDt02016-10-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GRACEANN SCALZO
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-10-22T14:02:50-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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