Civic Intelligence

PTA New York Congress

990EZ • Fiscal year 2020 • EIN 11-3553485

Jul 01, 2019 to Jun 30, 2020 • Filed on Mar 25, 2021

1900 Wading River Manor RoadWading River, NY 11792

(631) 445-9513

Siviq Scores

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

Liabilities / Assets

85th percentile

0.00x

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

2020 filings • NTEE B94 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

85th percentile

0.00x

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

2020 filings • NTEE B94 • <$500k nonprofits • Source year 2020

Net Margin

22nd percentile

-16%

Higher net margin than 22% of similar nonprofits.

2020 filings • NTEE B94 • <$500k nonprofits • Source year 2020

Top Officer Pay

99th percentile

$0

Higher top officer pay than 99% of similar nonprofits.

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

2020 filings • NTEE B94 • <$500k nonprofits • Source year 2020

Asset Growth

29th percentile

-9.8%

Faster asset growth than 29% of similar nonprofits.

2020 filings • NTEE B94 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

21st percentile

-46%

Faster revenue growth than 21% of similar nonprofits.

2020 filings • NTEE B94 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$29,474

Down $3,191 (-9.8%) from 2019

Net Assets

Down

$29,474

Down $3,191 (-9.8%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$20,133

Down $17,407 (-46%) from 2019

Expenses

Down

$23,324

Down $21,775 (-48%) from 2019

Net Income

Up

-$3,191

Up $4,368 (+58%) from 2019

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2011: $12,308Liabilities 2011: $02011Assets 2012: $11,024Liabilities 2012: $02012Assets 2013: $24,428Liabilities 2013: $02013Assets 2014: $14,741Liabilities 2014: $02014Assets 2015: $13,404Liabilities 2015: $0Net Assets 2015: $13,4042015Assets 2016: $37,119Liabilities 2016: $0Net Assets 2016: $37,1192016Assets 2017: $40,017Liabilities 2017: $0Net Assets 2017: $40,0172017Assets 2018: $40,224Liabilities 2018: $0Net Assets 2018: $40,2242018Assets 2019: $32,665Liabilities 2019: $0Net Assets 2019: $32,6652019Assets 2020: $29,474Liabilities 2020: $0Net Assets 2020: $29,4742020Assets 2021: $27,854Liabilities 2021: $0Net Assets 2021: $27,8542021Assets 2022: $26,180Liabilities 2022: $0Net Assets 2022: $26,1802022Assets 2024: $27,646Liabilities 2024: $0Net Assets 2024: $27,6462024Assets 2025: $20,001Liabilities 2025: $0Net Assets 2025: $20,0012025

Highlighted filing

2020

Assets$29,474
Liabilities$0
Net Assets$29,474

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $61,763Expenses 2011: $58,819Net Income 2011: $2,9442011Revenue 2012: $59,579Expenses 2012: $61,086Net Income 2012: -$1,5072012Revenue 2013: $70,496Expenses 2013: $57,092Net Income 2013: $13,4042013Revenue 2014: $46,948Expenses 2014: $56,634Net Income 2014: -$9,6862014Revenue 2015: $128,844Expenses 2015: $130,182Net Income 2015: -$1,3382015Revenue 2016: $185,535Expenses 2016: $161,820Net Income 2016: $23,7152016Revenue 2017: $82,026Expenses 2017: $79,128Net Income 2017: $2,8982017Revenue 2018: $74,216Expenses 2018: $74,009Net Income 2018: $2072018Revenue 2019: $37,540Expenses 2019: $45,099Net Income 2019: -$7,5592019Revenue 2020: $20,133Expenses 2020: $23,324Net Income 2020: -$3,1912020Revenue 2021: $12,856Expenses 2021: $14,476Net Income 2021: -$1,6202021Revenue 2022: $25,144Expenses 2022: $26,818Net Income 2022: -$1,6742022Revenue 2024: $33,899Expenses 2024: $29,698Net Income 2024: $4,2012024Revenue 2025: $31,884Expenses 2025: $39,529Net Income 2025: -$7,6452025

Highlighted filing

2020

Revenue$20,133
Expenses$23,324
Net Income-$3,191
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Mar 25, 2021
Return Version
2019v5.1
Gross Receipts
$49,930
Mission and Program Overview

Mission

Educational advocacy for all children.

Educational Advocacy for All Children

Program Services

DescriptionGrantsExpenses
Student Yearbooks-$7,944
5th Grade Play & Trip-$5,770
Educational Enrichment - class t-shirts, end of year supplies-$5,596
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lisa PerezPresidentPT$0--
Maria GallagherVice PresidentPT$0--
Deborah AielloTreasurerPT$0--
Angela BlanchardCorresp SecretaryPT$0--
Jennifer KitchenRecording SecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Monster Mash$9,769$9,769$3,433$6,336
Talent Show$6,101$6,101$4,459$1,642
Total Events$30,510$30,510$20,602$9,908
Filing and Contact Details

Filer

Filer Name
PTA New York Congress 05 533 Wading River Sch PTA
EIN
11-3553485
Address
1900 Wading River Manor Road, Wading River, NY 11792

Signing Officer

Name
Lisa Perez
Title
President
Phone
6317440531
Signed
2021-03-25
Discuss with paid preparer
Yes

Preparer

Firm
Laura E Comer CPA PLLC
Address
61 Sherwood Drive, Shoreham, NY 11786
Preparer
Laura Comer
Phone
6312521017
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

Description AmountOffice Expense 308Insurance 3005th Grade Play/trip 5,770Bank Fees 480Dues & Subscriptions 613Arts in Education/other program exp 2,299Yearbook exp 7,944Educational Enrichment 5,599

Raw XML Appendix179 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/PhoneNum06314459513
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01900 Wading River Manor Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Wading River
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd011792
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt032665
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IRS990EZ/ExcessOrDeficitForYearAmt0-3191
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/GrossProfitLossSlsOfInvntryAmt03521
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IRS990EZ/GroupExemptionNum01258
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt032665
IRS990EZ/NetAssetsOrFundBalancesEOYAmt029474
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Lisa Perez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Maria Gallagher
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Deborah Aiello
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Angela Blanchard
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Jennifer Kitchen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Corresp Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Recording Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt023313
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Educational Advocacy for All Children
IRS990EZ/PrintingPublicationsPostageAmt011
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt05th Grade Play & Trip
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Educational Enrichment - class t-shirts, end of year supplies
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Student Yearbooks
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05770
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15596
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt27944
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt014317
IRS990EZ/SpecialEventsNetIncomeLossAmt015848
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt023324
IRS990EZ/TotalProgramServiceExpensesAmt019310
IRS990EZ/TotalRevenueAmt020133
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0www.wadingriverpta.com
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0764
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01131
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01035
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt04559
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03406
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt010895
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt049929
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0100137
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0148787
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0153375
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0279014
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0731242
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0742137
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt050693
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0101268
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0149822
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0157934
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0282420
IRS990ScheduleA/Total509Grp/TotalAmt0742137
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt050693
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0101268
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0149822
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0157934
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0282420
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0742137
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt020602
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Monster Mash
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Talent Show
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt09769
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt06101
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt014640
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt030510
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt09769
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt06101
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt014640
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt030510
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt09908
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt012710
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt020602
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03433
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt04459
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountOffice Expense 308Insurance 3005th Grade Play/trip 5,770Bank Fees 480Dues & Subscriptions 613Arts in Education/other program exp 2,299Yearbook exp 7,944Educational Enrichment 5,599
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Lisa Perez
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum06317440531
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA New York Congress 05 533 Wading River Sch PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAN
ReturnHeader/Filer/EIN0113553485
ReturnHeader/Filer/USAddress/AddressLine1Txt01900 Wading River Manor Road
ReturnHeader/Filer/USAddress/CityNm0Wading River
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011792
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0822163231
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Laura E Comer CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt061 Sherwood Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Shoreham
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011786
ReturnHeader/PreparerPersonGrp/PhoneNum06312521017
ReturnHeader/PreparerPersonGrp/PreparationDt02021-04-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Laura Comer
ReturnHeader/ReturnTs02021-04-06T09:47:50-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.20$0.00$0.20$0.32$0.40$0.08
2024Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$0.34$0.30$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.25$0.27$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$0.13$0.14$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.20$0.23$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.33$0.00$0.33$0.38$0.45$0.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.40$0.00$0.40$0.74$0.74$0.00
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.40$0.00$0.40$0.82$0.79$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$1.86$1.62$0.24
2015Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.13$0.00$0.13$1.29$1.30$0.01
2014Summary only. Only limited summary data is available for this year.$0.15$0.00$0.47$0.57$0.10
2013Summary only. Only limited summary data is available for this year.$0.24$0.00$0.70$0.57$0.13
2012Summary only. Only limited summary data is available for this year.$0.11$0.00$0.60$0.61$0.02
2011Summary only. Only limited summary data is available for this year.$0.12$0.00$0.62$0.59$0.03