PTA New York Congress

990EZ • Fiscal year 2014 • EIN 11-6036691

Sep 01, 2013 to Aug 31, 2014 • Filed on Mar 05, 2015

Organization Profile N/A

C/O Birch Lane Elementary SchoolMassapequa Park, NY 11762

(631) 795-4910

Siviq Scores

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

0.00x

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

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

0.00x

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

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

-7.6%

Higher net margin than 26% of similar nonprofits.

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

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

-8.2%

Faster asset growth than 30% of similar nonprofits.

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

-13%

Faster revenue growth than 29% of similar nonprofits.

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

Balance Sheet

Liabilities / Assets55th percentile

Assets

Down

$24,258

Down $2,159 (-8.2%) from 2013

Net Assets

Down

$24,258

Down $2,159 (-8.2%) from 2013

Liabilities

Flat

Flat from 2013

Revenue And Expenses

Liabilities / Revenue55th percentile Net Margin26th percentile

Revenue

Down

$28,336

Down $4,349 (-13%) from 2013

Expenses

$30,495

Up $9,795 (+47%) from 2013

Net Income

Down

-$2,159

Down $14,144 (-118%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

Highlighted filing

2014

Assets$24,258

Liabilities$0

Net Assets$24,258

Open 2014 Filing

Operations Trend

Revenue Growth29th percentile

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

Highlighted filing

2014

Revenue$28,336

Expenses$30,495

Net Income-$2,159

Open 2014 Filing

Jump To

Filing Snapshot

Filing Period: Sep 1, 2013 to Aug 31, 2014
Signed: Mar 5, 2015
Return Version: 2013v4.0
Gross Receipts: $128,492

Mission and Program Overview

Mission

Education support-to raise funds in order to provide education enhancement to the birch lane elementary school

Program Services

Description	Grants	Expenses
EDUCATION SUPPORT- TO RAISE FUNDS IN ORDER TO PROVIDE EDUCATION ENHANCEMENT TO THE BIRCH LANE ELEMENTARY SCHOOL	$130,651	-

Compensation and Service Providers

Top Officer Pay74th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
DIANE PORTOGALLO	Vice President	-	$0	-	-
GINA SCAROLA	Secretary	-	$0	-	-
TERRI SWINARSKI	President	-	$0	-	-
KIM SAN FILIPPO	Treasurer	-	$0	-	-
JANET RUBINO	Vice President	-	$0	-	-
DANIELLE BENEVENSTI	Secretary	-	$0	-	-

Fundraising, Events, and Gaming

Fundraising Events

Event	Gross Receipts	Gross Revenue	Direct Expenses	Net Income
Event 1	$123,015	$123,015	$100,156	$22,859
Total Events	$123,015	$123,015	$100,156	$22,859

Filing and Contact Details

Filer

EIN: 11-6036691
Phone: 6317954910

Signing Officer

Name: Terri Swinarski
Title: President
Signed: 2015-03-05
Discuss with paid preparer: Yes

Preparer

Preparer: Carolyn D Slawski CPA
Phone: 6312342350

Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $570”

Other Expenses.1007

“Conferences, Conventions, and Meetings $794”

Other Expenses.1012

“Insurance $235”

Other Expenses.1

“Education enrichment $17317”

Other Expenses.2

“EVENT EXPENSES $4337”

Other Expenses.3

“ANNUAL YEARBOOK $3112”

Other Expenses.4

“STAFF APPRECIATION $2879”

Other Expenses.6

“DUES $220”

Other Expenses.7

“Bank Charges $85”

Raw XML Appendix159 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/ActivitiesNotPreviouslyRptInd	0	false
IRS990EZ/BooksInCareOfDetail/PersonNm	0	KIM SAN FILIPPO
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	5167954910
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1	0	96 SHOREHAM ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/City	0	MASSAPEQUA
IRS990EZ/BooksInCareOfDetail/USAddress/State	0	NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode	0	11758
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	26417
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	24258
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	false
IRS990EZ/CostOfGoodsSoldAmt	0	0
IRS990EZ/CostOrOtherBasisExpenseSaleAmt	0	0
IRS990EZ/DonorAdvisedFndsInd	0	false
IRS990EZ/EngagedInExcessBenefitTransInd	0	false
IRS990EZ/ExcessOrDeficitForYearAmt	0	-2159
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt	0	410
IRS990EZ/FiledScheduleAInd	0	true
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form1120PolFiledInd	0	false
IRS990EZ/Form720FiledInd	0	false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	26417
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	24258
IRS990EZ/FundraisingGrossIncomeAmt	0	123015
IRS990EZ/GrossReceiptsAmt	0	128492
IRS990EZ/GrossReceiptsForPublicUseAmt	0	0
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InfoInScheduleOPartVInd	0	X
IRS990EZ/InitiationFeesAndCapContriAmt	0	0
IRS990EZ/InvestmentIncomeAmt	0	23
IRS990EZ/LobbyingActivitiesInd	0	false
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MembershipDuesAmt	0	5454
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	26417
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	24258
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	26417
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	24258
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	5	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	5	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	DIANE PORTOGALLO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	GINA SCAROLA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	TERRI SWINARSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	KIM SAN FILIPPO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	4	JANET RUBINO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	5	DANIELLE BENEVENSTI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	4	Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	5	Secretary
IRS990EZ/OperateHospitalInd	0	false
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	false
IRS990EZ/OrganizationFiled990TInd	0	false
IRS990EZ/OrganizationHadUBIInd	0	false
IRS990EZ/OtherExpensesTotalAmt	0	29549
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	false
IRS990EZ/PrimaryExemptPurposeTxt	0	EDUCATION SUPPORT-TO RAISE FUNDS IN ORDER TO PROVIDE EDUCATION ENHANCEMENT TO THE BIRCH LANE ELEMENTARY SCHOOL
IRS990EZ/PrintingPublicationsPostageAmt	0	536
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	EDUCATION SUPPORT- TO RAISE FUNDS IN ORDER TO PROVIDE EDUCATION ENHANCEMENT TO THE BIRCH LANE ELEMENTARY SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	0	130651
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/RelatedOrgSect527OrgInd	0	false
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SchoolOperatingInd	0	false
IRS990EZ/SpecialEventsDirectExpensesAmt	0	100156
IRS990EZ/SpecialEventsNetIncomeLossAmt	0	22859
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TotalExpensesAmt	0	30495
IRS990EZ/TotalProgramServiceExpensesAmt	0	130651
IRS990EZ/TotalRevenueAmt	0	28336
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	false
IRS990EZ/TypeOfOrganizationCorpInd	0	X
IRS990EZ/WebsiteAddressTxt	0	N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt	0	0
IRS990ScheduleA/First5Years509Ind	0	X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt	0	0
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt	0	0
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt	0	0
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt	0	0
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt	0	0
IRS990ScheduleA/InvestmentIncomeCYPct	0	0.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt	0	0
IRS990ScheduleA/OtherIncome509Grp/TotalAmt	0	0
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt	0	0
IRS990ScheduleA/PubliclySupportedOrg509a2Ind	0	X
IRS990ScheduleA/PublicSupportCY509Pct	0	0.00000
IRS990ScheduleA/PublicSupportTotal509Amt	0	0
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt	0	0
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt	0	0
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt	0	100156
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt	0	123015
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt	0	123015
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt	0	123015
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt	0	123015
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt	0	VARIOUS ACTIVITIES
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt	0	22859
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt	0	100156
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt	0	100156
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	Office Expenses $570
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	Conferences, Conventions, and Meetings $794
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	Insurance $235
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	3	EDUCATION ENRICHMENT $17317
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	4	EVENT EXPENSES $4337
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	5	ANNUAL YEARBOOK $3112
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	6	STAFF APPRECIATION $2879
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	7	DUES $220
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	8	Bank Charges $85
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	3	Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	4	Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	5	Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	6	Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	7	Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	8	Other Expenses.7
ReturnHeader/BuildTS	0	2016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	TERRI SWINARSKI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	President
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2015-03-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	BIRCH LANE PTA
ReturnHeader/Filer/BusinessNameControlTxt	0	BIRC
ReturnHeader/Filer/EIN	0	116036691
ReturnHeader/Filer/PhoneNum	0	6317954910
ReturnHeader/Filer/USAddress/AddressLine1	0	C/O BIRCH LANE ELEMENTARY SCHOOL
ReturnHeader/Filer/USAddress/City	0	MASSAPEQUA PARK
ReturnHeader/Filer/USAddress/State	0	NY
ReturnHeader/Filer/USAddress/ZIPCode	0	11762
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1	0	Carolyn D Slawski CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1	0	1757 Veterans Highway Suite 60
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City	0	Islandia
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State	0	NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode	0	117491535
ReturnHeader/PreparerPersonGrp/PhoneNum	0	6312342350
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	CAROLYN D SLAWSKI CPA
ReturnHeader/ReturnTs	0	2015-03-05T13:35:22-08:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2013-09-01
ReturnHeader/TaxPeriodEndDt	0	2014-08-31
ReturnHeader/TaxYr	0	2013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $24,258
Liabilities: $0
Net assets: $24,258
Revenue: $28,336
Expenses: $30,495
Net income: -$2,159

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.	$30.2	$0.00	$30.2	$31.6	$27.0	$4.61
2024Detailed filing. Detailed filing data is available for this year.	$25.6	$0.00	$25.6	$0.76	$31.1	$31.8
2023Detailed filing. Detailed filing data is available for this year.	$57.4	$0.00	$57.4	$40.3	$21.1	$19.2
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$38.2	$0.00	$38.2	$31.2	$21.4	$9.74
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$28.5	$0.00	$28.5	$13.5	$8.14	$5.37
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$23.1	$0.00	$23.1	$9.60	$9.47	$0.13
2019Summary only. Only limited summary data is available for this year.	$23.0	$0.00		$22.1	$9.04	$13.0
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$9.98	$0.00	$9.98	$29.6	$21.5	$8.07
2017Detailed filing. Detailed filing data is available for this year.	$1.92	$0.00	$1.92	$18.6	$26.3	$7.64
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$9.55	$0.00	$9.55	$22.5	$40.6	$18.1
2015Summary only. Only limited summary data is available for this year.	$27.7	$0.00		$27.2	$23.8	$3.43
2014Detailed filing. Detailed filing data is available for this year.	$24.3	$0.00	$24.3	$28.3	$30.5	$2.16
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.	$26.4	$0.00	$26.4	$32.7	$20.7	$12.0
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.	$14.4		$14.4	$34.1	$28.9	$5.15