Civic Intelligence

PTA New York Congress

990EZ • Fiscal year 2024 • EIN 11-6112395

Jul 01, 2023 to Jun 30, 2024 • Filed on Jan 13, 2025

Organization Profile
1 Lincoln StSmithtown, NY 11787-1650

(516) 319-5575

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.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

31st percentile

-6.3%

Higher net margin than 31% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

18th percentile

-31%

Faster asset growth than 18% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

65th percentile

16%

Faster revenue growth than 65% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$16,778

Down $7,374 (-31%) from 2023

Net Assets

Down

$16,778

Down $7,374 (-31%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin31st percentile

Revenue

Up

$117,260

Up $15,937 (+16%) from 2023

Expenses

Up

$124,634

Up $10,902 (+9.6%) from 2023

Net Income

Up

-$7,374

Up $5,035 (+41%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$40K$30K$20K$10K$0Assets 2013: $6,985Liabilities 2013: $02013Assets 2014: $11,699Liabilities 2014: $02014Assets 2015: $12,425Liabilities 2015: $02015Assets 2016: $12,064Liabilities 2016: $02016Assets 2017: $14,006Liabilities 2017: $02017Assets 2018: $36,644Liabilities 2018: $0Net Assets 2018: $36,6442018Assets 2022: $36,561Liabilities 2022: $0Net Assets 2022: $36,5612022Assets 2023: $24,152Liabilities 2023: $0Net Assets 2023: $24,1522023Assets 2024: $16,778Liabilities 2024: $0Net Assets 2024: $16,7782024Assets 2025: $14,759Liabilities 2025: $0Net Assets 2025: $14,7592025

Highlighted filing

2024

Assets$16,778
Liabilities$0
Net Assets$16,778
Open 2024 Filing

Operations Trend

Revenue Growth65th percentile

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

$150K$100K$50K$0-$50KRevenue 2013: $29,003Expenses 2013: $48,029Net Income 2013: -$19,0262013Revenue 2014: $57,989Expenses 2014: $53,275Net Income 2014: $4,7142014Revenue 2015: $44,282Expenses 2015: $43,556Net Income 2015: $7262015Revenue 2016: $43,102Expenses 2016: $43,464Net Income 2016: -$3622016Revenue 2017: $40,793Expenses 2017: $38,851Net Income 2017: $1,9422017Revenue 2018: $56,770Expenses 2018: $34,132Net Income 2018: $22,6382018Revenue 2022: $111,039Expenses 2022: $80,095Net Income 2022: $30,9442022Revenue 2023: $101,323Expenses 2023: $113,732Net Income 2023: -$12,4092023Revenue 2024: $117,260Expenses 2024: $124,634Net Income 2024: -$7,3742024Revenue 2025: $125,486Expenses 2025: $127,506Net Income 2025: -$2,0202025

Highlighted filing

2024

Revenue$117,260
Expenses$124,634
Net Income-$7,374
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Jan 13, 2025
Return Version
2023v6.0
Gross Receipts
$117,260
Mission and Program Overview

Mission

Elementary School PTA

School PTA

Program Services

DescriptionGrantsExpenses
Educational programs for the students-$115,146
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Casey GrossmanPresidentPT$0--
Christine LarkinVice PresidentPT$0--
Nicole MahonTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
PTA New York Congress
EIN
11-6112395
Address
1 Lincoln St, Smithtown, NY 11787-1650

Signing Officer

Name
Casey Grossman
Title
President
Phone
5163195575
Signed
2025-01-13
Discuss with paid preparer
Yes

Preparer

Firm
Paul W Siegel CPA PC
Address
310 West Hills Road Suite 105, Huntington Station, NY 11746
Preparer
Paul Siegel CPA
Phone
6314709756
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountFundraising expenses 62,614Student program expenses 50,679Facility program expenses 3,873Administrative expenses 7,468”

Raw XML Appendix139 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/PersonNm0Nicole Mahon
IRS990EZ/BooksInCareOfDetail/PhoneNum05163195575
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt012 Gingerbread Rd
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Kings Park
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd011754
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt024152
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt016778
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-7374
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt024152
IRS990EZ/Form990TotalAssetsGrp/EOYAmt016778
IRS990EZ/GrossReceiptsAmt0117260
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt082
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02032
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt024152
IRS990EZ/NetAssetsOrFundBalancesEOYAmt016778
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt024152
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt016778
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Casey Grossman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Christine Larkin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Nicole Mahon
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt0124634
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0School PTA
IRS990EZ/ProgramServiceRevenueAmt0115146
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Educational programs for the students
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0115146
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NY
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0124634
IRS990EZ/TotalProgramServiceExpensesAmt0115146
IRS990EZ/TotalRevenueAmt0117260
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02032
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01605
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01755
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt05392
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt082
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt083
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt064
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0229
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt0115146
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt098921
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt0107899
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0321966
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt082
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt083
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt064
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0229
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99930
IRS990ScheduleA/PublicSupportPY509Pct00.99930
IRS990ScheduleA/PublicSupportTotal509Amt0327358
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0117178
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0100526
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0109654
IRS990ScheduleA/Total509Grp/TotalAmt0327358
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0117260
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0100609
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0109718
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0327587
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountFundraising expenses 62,614Student program expenses 50,679Facility program expenses 3,873Administrative expenses 7,468
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Casey Grossman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum05163195575
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-01-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA New York Congress
ReturnHeader/Filer/BusinessNameControlTxt0PTAN
ReturnHeader/Filer/EIN0116112395
ReturnHeader/Filer/USAddress/AddressLine1Txt01 Lincoln St
ReturnHeader/Filer/USAddress/CityNm0Smithtown
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd0117871650
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0460864972
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Paul W Siegel CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0310 West Hills Road Suite 105
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Huntington Station
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011746
ReturnHeader/PreparerPersonGrp/PhoneNum06314709756
ReturnHeader/PreparerPersonGrp/PreparationDt02025-01-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Paul Siegel CPA
ReturnHeader/ReturnTs02025-01-13T14:01:02-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,778
Liabilities
$0
Net assets
$16,778
Revenue
$117,260
Expenses
$124,634
Net income
-$7,374
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.15$0.00$0.15$1.25$1.28$0.02
2024Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$1.17$1.25$0.07
2023Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$1.01$1.14$0.12
2022Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$1.11$0.80$0.31
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.37$0.00$0.37$0.57$0.34$0.23
2017Summary only. Only limited summary data is available for this year.$0.14$0.00$0.41$0.39$0.02
2016Summary only. Only limited summary data is available for this year.$0.12$0.00$0.43$0.43$0.00
2015Summary only. Only limited summary data is available for this year.$0.12$0.00$0.44$0.44$0.01
2014Summary only. Only limited summary data is available for this year.$0.12$0.00$0.58$0.53$0.05
2013Summary only. Only limited summary data is available for this year.$0.07$0.00$0.29$0.48$0.19