Civic Intelligence

PTA New York Congress

990EZ • Fiscal year 2015 • EIN 13-3532179

Jul 01, 2014 to Jun 30, 2015 • Filed on Dec 08, 2015

180 Pelham RoadNew Rochelle, NY 10805

(914) 576-4440

Siviq Scores

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

Liabilities / Assets

86th percentile

0.00x

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

2015 filings • NTEE B94 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

86th percentile

0.00x

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

2015 filings • NTEE B94 • <$500k nonprofits • Source year 2015

Net Margin

24th percentile

-9.8%

Higher net margin than 24% of similar nonprofits.

2015 filings • NTEE B94 • <$500k nonprofits • Source year 2015

Top Officer Pay

98th percentile

$0

Higher top officer pay than 98% of similar nonprofits.

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

2015 filings • NTEE B94 • <$500k nonprofits • Source year 2015

Asset Growth

Score unavailable

No value available

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

Source year 2015

Revenue Growth

Score unavailable

No value available

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

Source year 2015

Assets

$21,021

No earlier filing loaded for comparison.

Net Assets

$21,021

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$103,295

No earlier filing loaded for comparison.

Expenses

$113,413

No earlier filing loaded for comparison.

Net Income

-$10,118

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2015: $21,021Liabilities 2015: $0Net Assets 2015: $21,0212015Assets 2020: $34,143Liabilities 2020: $02020Assets 2022: $47,284Liabilities 2022: $0Net Assets 2022: $47,2842022Assets 2023: $82,819Liabilities 2023: $0Net Assets 2023: $82,8192023Assets 2024: $72,565Net Assets 2024: $72,5652024

Highlighted filing

2015

Assets$21,021
Liabilities$0
Net Assets$21,021

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2015: $103,295Expenses 2015: $113,413Net Income 2015: -$10,1182015Revenue 2020: $82,088Expenses 2020: $58,742Net Income 2020: $23,3462020Revenue 2022: $71,903Expenses 2022: $66,583Net Income 2022: $5,3202022Revenue 2023: $82,914Expenses 2023: $47,919Net Income 2023: $34,9952023Revenue 2024: $83,499Expenses 2024: $93,753Net Income 2024: -$10,2542024

Highlighted filing

2015

Revenue$103,295
Expenses$113,413
Net Income-$10,118
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Dec 8, 2015
Return Version
2014v6.0
Gross Receipts
$103,295
Mission and Program Overview

Mission

The overall purpose of the pta is to make every child's potential a reality by engaging and empowering families and communities to advocate for all children. The pta values include but are not limited to collaboration, commitment, diversity, respect and accountability.

Program Services

DescriptionGrantsExpenses
TO PROMOTE THE WELFARE OF CHILDREN AND YOUTH IN HOME, SCHOOL, COMMUNITY, AND PLACE OF WORSHIP. TO RAISE THE STANDARDS OF HOME LIFE. TO SECURE ADEQUATE LAWS FOR THE CARE AND PROTECTION OF CHILDREN AND YOUTH. TO BRING INTO CLOSER RELATION THE HOME AND THE SCHOOL, THAT PARENTS AND TEACHERS MAY COOPERATE INTELLIGENTLY IN THE EDUCATION OF CHILDREN AND YOUTH. TO DEVELOP BETWEEN EDUCATORS AND THE GENERAL PUBLIC SUCH UNITED EFFORTS AS WILL SECURE FOR ALL CHILDREN AND YOUTH THE HIGHEST ADVANTAGES IN PHYSICAL, MENTAL, SOCIAL, AND SPIRITUAL EDUCATION.-$97,368
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICK MONZONPresidentPT$0--
Filing and Contact Details

Filer

Filer Name
Trinity School Pta
EIN
13-3532179
Phone
9145764440
Address
180 PELHAM ROAD, NEW ROCHELLE, NY 10805

Signing Officer

Name
Rick Monzon
Title
President
Phone
9145764440
Signed
2015-12-08
Discuss with paid preparer
Yes

Preparer

Firm
Bloom and Streit Llp
Address
2900 WESTCHESTER AVENUE SUITE 303, PURCHASE, NY 10577-2537
Preparer
Mark Cohen
Phone
9142538484
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses advertising and promotion 630 office 427 conferences/meetings 2,480 insurance 235 bank charges 103 dues 1,678 supplies 55,924 telephone 5,011 afterschool program 21,102 arts excel 10,000 summer camp 10,240 other program costs 1,993 total 109,823

Form 990-ez, Part III

The overall purpose of the pta is to make every child's potential a reality by engaging and empowering families and communities to advocate for all children. The pta values include but are not limited to collaboration, commitment, diversity, respect and accountability.

Form 990-ez, Part III, Line 28

To promote the welfare of children and youth in home, school, community, and place of worship. To raise the standards of home life. To secure adequate laws for the care and protection of children and youth. To bring into closer relation the home and the school, that parents and teachers may cooperate intelligently in the education of children and youth. To develop between educators and the general public such united efforts as will secure for all children and youth the highest advantages in physical, mental, social, and spiritual education.

Raw XML Appendix106 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/PersonNm0SHARON SCHAEFER
IRS990EZ/BooksInCareOfDetail/PhoneNum09142538484
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0180 PELHAM ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NEW ROCHELLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd010805
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt031139
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt021021
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02304
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IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02955
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/ForeignOfficeInd0false
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IRS990EZ/GrossReceiptsAmt0103295
IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/InvestmentIncomeAmt0158
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt031139
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
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IRS990EZ/PrimaryExemptPurposeTxt0THE OVERALL PURPOSE OF THE PTA IS TO MAKE EVERY CHILD'S POTENTIAL A REALITY BY ENGAGING AND EMPOWERING FAMILIES AND COMMUNITIES TO ADVOCATE FOR ALL CHILDREN. THE PTA VALUES INCLUDE BUT ARE NOT LIMITED TO COLLABORATION, COMMITMENT, DIVERSITY, RESPECT AND ACCOUNTABILITY.
IRS990EZ/PrintingPublicationsPostageAmt0635
IRS990EZ/ProgramServiceRevenueAmt0100833
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROMOTE THE WELFARE OF CHILDREN AND YOUTH IN HOME, SCHOOL, COMMUNITY, AND PLACE OF WORSHIP. TO RAISE THE STANDARDS OF HOME LIFE. TO SECURE ADEQUATE LAWS FOR THE CARE AND PROTECTION OF CHILDREN AND YOUTH. TO BRING INTO CLOSER RELATION THE HOME AND THE SCHOOL, THAT PARENTS AND TEACHERS MAY COOPERATE INTELLIGENTLY IN THE EDUCATION OF CHILDREN AND YOUTH. TO DEVELOP BETWEEN EDUCATORS AND THE GENERAL PUBLIC SUCH UNITED EFFORTS AS WILL SECURE FOR ALL CHILDREN AND YOUTH THE HIGHEST ADVANTAGES IN PHYSICAL, MENTAL, SOCIAL, AND SPIRITUAL EDUCATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt097368
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0113413
IRS990EZ/TotalProgramServiceExpensesAmt097368
IRS990EZ/TotalRevenueAmt0103295
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02304
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02304
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0100991
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt02304
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02304
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02304
IRS990ScheduleA/TotalSupportAmt02304
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING AND PROMOTION 630 OFFICE 427 CONFERENCES/MEETINGS 2,480 INSURANCE 235 BANK CHARGES 103 DUES 1,678 SUPPLIES 55,924 TELEPHONE 5,011 AFTERSCHOOL PROGRAM 21,102 ARTS EXCEL 10,000 SUMMER CAMP 10,240 OTHER PROGRAM COSTS 1,993 TOTAL 109,823
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE OVERALL PURPOSE OF THE PTA IS TO MAKE EVERY CHILD'S POTENTIAL A REALITY BY ENGAGING AND EMPOWERING FAMILIES AND COMMUNITIES TO ADVOCATE FOR ALL CHILDREN. THE PTA VALUES INCLUDE BUT ARE NOT LIMITED TO COLLABORATION, COMMITMENT, DIVERSITY, RESPECT AND ACCOUNTABILITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO PROMOTE THE WELFARE OF CHILDREN AND YOUTH IN HOME, SCHOOL, COMMUNITY, AND PLACE OF WORSHIP. TO RAISE THE STANDARDS OF HOME LIFE. TO SECURE ADEQUATE LAWS FOR THE CARE AND PROTECTION OF CHILDREN AND YOUTH. TO BRING INTO CLOSER RELATION THE HOME AND THE SCHOOL, THAT PARENTS AND TEACHERS MAY COOPERATE INTELLIGENTLY IN THE EDUCATION OF CHILDREN AND YOUTH. TO DEVELOP BETWEEN EDUCATORS AND THE GENERAL PUBLIC SUCH UNITED EFFORTS AS WILL SECURE FOR ALL CHILDREN AND YOUTH THE HIGHEST ADVANTAGES IN PHYSICAL, MENTAL, SOCIAL, AND SPIRITUAL EDUCATION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICK MONZON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09145764440
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-12-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRINITY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0TRIN
ReturnHeader/Filer/EIN0133532179
ReturnHeader/Filer/PhoneNum09145764440
ReturnHeader/Filer/USAddress/AddressLine1Txt0180 PELHAM ROAD
ReturnHeader/Filer/USAddress/CityNm0NEW ROCHELLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010805
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0131922464
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BLOOM AND STREIT LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02900 WESTCHESTER AVENUE SUITE 303
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PURCHASE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0105772537
ReturnHeader/PreparerPersonGrp/PhoneNum09142538484
ReturnHeader/PreparerPersonGrp/PreparationDt02015-12-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK COHEN
ReturnHeader/ReturnTs02016-01-13T10:38:25-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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