Civic Intelligence

Howell Road School PTA

990EZ • Fiscal year 2017 • EIN 11-6037626

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 24, 2017

1475 Howell RoadValley Stream, NY 11580

(646) 526-6372

Siviq Scores

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

Liabilities / Assets

92nd percentile

0.74x

Higher debt load relative to assets than 92% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

81st percentile

0.09x

Higher debt load relative to revenue than 81% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

27th percentile

-7.0%

Higher net margin than 27% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

9th percentile

-50%

Faster asset growth than 9% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

54th percentile

3.6%

Faster revenue growth than 54% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$7,664

Down $7,611 (-50%) from 2016

Net Assets

Down

$2,006

Down $5,118 (-72%) from 2016

Liabilities

Down

$5,658

Down $2,493 (-31%) from 2016

Revenue

Up

$61,280

Up $2,112 (+3.6%) from 2016

Expenses

Up

$65,564

Up $10,556 (+19%) from 2016

Net Income

Down

-$4,284

Down $8,444 (-203%) from 2016

Historical Trend

Balance Sheet Trend

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

$20K$15K$10K$5.0K$0Assets 2014: $7,148Liabilities 2014: $886Net Assets 2014: $6,2622014Assets 2016: $15,275Liabilities 2016: $8,151Net Assets 2016: $7,1242016Assets 2017: $7,664Liabilities 2017: $5,658Net Assets 2017: $2,0062017Assets 2018: $7,239Liabilities 2018: $0Net Assets 2018: $7,2392018

Highlighted filing

2017

Assets$7,664
Liabilities$5,658
Net Assets$2,006

Operations Trend

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

$80K$60K$40K$20K$0-$20KRevenue 2014: $52,647Expenses 2014: $55,458Net Income 2014: -$2,8112014Revenue 2016: $59,168Expenses 2016: $55,008Net Income 2016: $4,1602016Revenue 2017: $61,280Expenses 2017: $65,564Net Income 2017: -$4,2842017Revenue 2018: $37,495Expenses 2018: $32,262Net Income 2018: $5,2332018

Highlighted filing

2017

Revenue$61,280
Expenses$65,564
Net Income-$4,284
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 24, 2017
Return Version
2016v3.0
Gross Receipts
$61,280
Mission and Program Overview

Mission

To facilitate parental participation

Program Services

DescriptionGrantsExpenses
NUMEROUS FUNDRAISING EVENTS RESULTED IN INCOME TO FACILITATE RECOGNITION AWARD CEREMONIES TRIPS OUTINGS AND NUMEROUS EDUCATIONAL SCHOOL SCHOLARSHIPS$500$65,564
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUJATA BALOCHTreasurerPT$0--
JEANETTE WILSONPresidentPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Catalogue$61,280$61,280$65,564$-4,284
Total Events$61,280$61,280$65,564$-4,284
Filing and Contact Details

Filer

Filer Name
Pta New York Congress
EIN
11-6037626
Address
1475 HOWELL ROAD, VALLEY STREAM, NY 11580

Signing Officer

Name
Sujata Baloch
Title
Treasurer
Phone
6465266372
Signed
2017-10-24
Discuss with paid preparer
Yes

Preparer

Firm
Miller Financial Services LLC
Address
114-63 Farmers Blvd, Saint Albans, NY 11412
Preparer
Rodger Miller
Phone
7182175117
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

Description amountfundraising expenses 48,528events and activities expense 3,812educational program expenses 3,337scholarships and awards expense 1,894year end party trips and supplies 2,050operating expenses 1,747entertainment and recognition expen 4,196

Other changes in net assets or fund balances Part I line 20

Description amountto update net asset fund balance (834)to balance the net assest fund account based on the current bank statements. The beginning balance did not reflect outstanding checks numbers 1515, 1509, and 1505.

Description of total liabilities Part II line 26

Category beginning of year end of yearoutstanding checks payable 8,151 5,658

Raw XML Appendix156 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/PersonNm0SUJATA BALOCH
IRS990EZ/BooksInCareOfDetail/PhoneNum06465266372
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01475 HOWELL ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0VALLEY STREAM
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd011580
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt015275
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt07664
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0500
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4284
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/GrossReceiptsAmt061280
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01201
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt07124
IRS990EZ/NetAssetsOrFundBalancesEOYAmt02006
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt07124
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt02006
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
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IRS990EZ/OtherChangesInNetAssetsAmt0-834
IRS990EZ/OtherExpensesTotalAmt065564
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO FACILITATE PARENTAL PARTICIPATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0NUMEROUS FUNDRAISING EVENTS RESULTED IN INCOME TO FACILITATE RECOGNITION AWARD CEREMONIES TRIPS OUTINGS AND NUMEROUS EDUCATIONAL SCHOOL SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt065564
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt059579
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt08151
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt05658
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt065564
IRS990EZ/TotalProgramServiceExpensesAmt065564
IRS990EZ/TotalRevenueAmt061280
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01701
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01701
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt059579
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt059168
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt037535
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt052647
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0208929
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0210630
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt061280
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt059168
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt037535
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt052647
IRS990ScheduleA/Total509Grp/TotalAmt0210630
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt061280
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt059168
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt037535
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt052647
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0210630
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt065564
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CATALOGUE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt061280
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt061280
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt061280
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt061280
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-4284
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt065564
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt065564
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/LicensedStatesCd0NY
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTFUNDRAISING EXPENSES 48,528EVENTS AND ACTIVITIES EXPENSE 3,812EDUCATIONAL PROGRAM EXPENSES 3,337SCHOLARSHIPS AND AWARDS EXPENSE 1,894YEAR END PARTY TRIPS AND SUPPLIES 2,050OPERATING EXPENSES 1,747ENTERTAINMENT AND RECOGNITION EXPEN 4,196
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTTO UPDATE NET ASSET FUND BALANCE (834)TO BALANCE THE NET ASSEST FUND ACCOUNT BASED ON THE CURRENT BANK STATEMENTS. THE BEGINNING BALANCE DID NOT REFLECT OUTSTANDING CHECKS NUMBERS 1515, 1509, AND 1505.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CATEGORY BEGINNING OF YEAR END OF YEAROUTSTANDING CHECKS PAYABLE 8,151 5,658
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other changes in net assets or fund balances Part I line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of total liabilities Part II line 26
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUJATA BALOCH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06465266372
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA NEW YORK CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0PTAN
ReturnHeader/Filer/EIN0116037626
ReturnHeader/Filer/USAddress/AddressLine1Txt01475 HOWELL ROAD
ReturnHeader/Filer/USAddress/CityNm0VALLEY STREAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011580
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.73.73.138
ReturnHeader/FilingSecurityInformation/IPDt02017-10-24
ReturnHeader/FilingSecurityInformation/IPTm014:15:49
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0205616922
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Miller Financial Services LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0114-63 Farmers Blvd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Saint Albans
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011412
ReturnHeader/PreparerPersonGrp/PhoneNum07182175117
ReturnHeader/PreparerPersonGrp/PreparationDt02017-10-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Rodger Miller
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-10-24T12:10:34-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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Filings