Civic Intelligence

Primrose PTA 18-156

EIN 13-3134327 • 501(c)3 • Lincolndale, NY

Profile

Unifying school and home relations

ROUTE 139 PO Box 630Lincolndale, NY 10540-0630

https//www.somersschools.org/Domain/11

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2023

Net Margin

11th percentile

-79%

Higher net margin than 11% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$53,771

Down $54,982 (-51%) from 2019

Liabilities

Flat

$0

Flat from 2019

Net Assets

Down

$53,771

Down $54,982 (-51%) from 2019

Operations
Liabilities / RevenueScore unavailableNet Margin11th percentile

Revenue

Up

$56,085

Up $11,780 (+27%) from 2019

Expenses

Up

$100,361

Up $73,438 (+273%) from 2019

Net Income

Down

-$44,276

Down $61,658 (-355%) from 2019

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2011: $58,273Liabilities 2011: $0Net Assets 2011: $58,2732011Assets 2012: $49,003Liabilities 2012: $0Net Assets 2012: $49,0032012Assets 2013: $51,254Liabilities 2013: $0Net Assets 2013: $51,2542013Assets 2014: $33,771Liabilities 2014: $0Net Assets 2014: $33,7712014Assets 2015: $32,731Liabilities 2015: $0Net Assets 2015: $32,7312015Assets 2016: $52,230Liabilities 2016: $0Net Assets 2016: $52,2302016Assets 2017: $67,605Liabilities 2017: $0Net Assets 2017: $67,6052017Assets 2018: $91,371Liabilities 2018: $0Net Assets 2018: $91,3712018Assets 2019: $108,753Liabilities 2019: $0Net Assets 2019: $108,7532019Assets 2023: $53,771Liabilities 2023: $0Net Assets 2023: $53,7712023

Highlighted filing

2023

Assets$53,771
Liabilities$0
Net Assets$53,771
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2011: $47,576Expenses 2011: $39,104Net Income 2011: $8,4722011Expenses 2012: $51,1942012Revenue 2013: $46,092Expenses 2013: $43,841Net Income 2013: $2,2512013Revenue 2014: $45,465Expenses 2014: $62,948Net Income 2014: -$17,4832014Revenue 2015: $37,908Expenses 2015: $38,948Net Income 2015: -$1,0402015Revenue 2016: $42,920Expenses 2016: $23,355Net Income 2016: $19,5652016Revenue 2017: $39,776Expenses 2017: $24,401Net Income 2017: $15,3752017Revenue 2018: $47,618Expenses 2018: $23,852Net Income 2018: $23,7662018Revenue 2019: $44,305Expenses 2019: $26,923Net Income 2019: $17,3822019Revenue 2023: $56,085Expenses 2023: $100,361Net Income 2023: -$44,2762023

Highlighted filing

2023

Revenue$56,085
Expenses$100,361
Net Income-$44,276
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$53,771
Liabilities
$0
Net assets
$53,771
Revenue
$56,085
Expenses
$100,361
Net income
-$44,276
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.56$1.00$0.44
2019Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.44$0.27$0.17
2018Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.48$0.24$0.24
2017Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.40$0.24$0.15
2016Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.43$0.23$0.20
2015Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.38$0.39$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.45$0.63$0.17
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.51$0.00$0.51$0.46$0.44$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.49$0.00$0.49$0.51
2011Summary only. Only limited summary data is available for this year.$0.58$0.00$0.58$0.48$0.39$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 3, 2023
Return Version
2022v5.0
Gross Receipts
$56,085
Mission and Program Overview

Mission

Unifying school and home relations

Program Services

DescriptionGrantsExpenses
ALL GRADE LEVEL ENRICHMENT PROGRAMS GEARED TO UNIFYING HOME AND SCHOOL RELATIONS-$98,479
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
IVETTE HERALDCo PresidentPT$0--
NORA IVEZAJCo PresidentPT$0--
SONIA MORANDOVice PresidentPT$0--
STEPHANIE BURKETreasurerPT$0--
CAROLYN SCHIAVONERecording SecyPT$0--
Filing and Contact Details

Filer

Filer Name
Primrose Pta 18-156
EIN
13-3134327
Phone
9142488888
Address
ROUTE 139 PO Box 630, LINCOLNDALE, NY 10540-0630

Signing Officer

Name
Stephanie G Burke
Title
Officer
Phone
9142488888
Signed
2023-11-03
Discuss with paid preparer
No

Preparer

Firm
Lisa Alexander CPA
Address
8 JOHN WALSH BLVD SUITE 305A, PEEKSKILL, NY 10566
Preparer
Lisa Alexander
Phone
9147889128
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

“Administrative expenses 1,882”

Form 990-EZ, Part I, Line 16, Other Expenses

“Programs and enrichment 98,479”

Raw XML Appendix137 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/USAddress/CityNm0LINCOLNDALE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0105400630
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3STEPHANIE BURKE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4RECORDING SECY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0100361
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0UNIFYING SCHOOL AND HOME RELATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ALL GRADE LEVEL ENRICHMENT PROGRAMS GEARED TO UNIFYING HOME AND SCHOOL RELATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt098479
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt052552
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt0100361
IRS990EZ/TotalProgramServiceExpensesAmt098479
IRS990EZ/TotalRevenueAmt056085
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0https//www.somersschools.org/Domain/11
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03225
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03225
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0308
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0308
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt052552
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt052552
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0308
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0308
IRS990ScheduleA/InvestmentIncomeCYPct00.00550
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99450
IRS990ScheduleA/PublicSupportTotal509Amt055777
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt055777
IRS990ScheduleA/Total509Grp/TotalAmt055777
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt056085
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt056085
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ADMINISTRATIVE EXPENSES 1,882
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PROGRAMS AND ENRICHMENT 98,479
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
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ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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