Civic Intelligence

PTA New York Congress

990EZ • Fiscal year 2018 • EIN 13-3756772

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 23, 2018

Organization Profilehttps//www.somersschools.org/SEPTA
240 Route 202Somers, NY 10589

(914) 277-2400

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

58th percentile

7.3%

Higher net margin than 58% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

56th percentile

4.9%

Faster asset growth than 56% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

24th percentile

-20%

Faster revenue growth than 24% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$48,559

Up $2,248 (+4.9%) from 2017

Net Assets

Up

$48,559

Up $2,248 (+4.9%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin58th percentile

Revenue

Down

$30,952

Down $7,924 (-20%) from 2017

Expenses

Down

$28,704

Down $8,195 (-22%) from 2017

Net Income

Up

$2,248

Up $271 (+14%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$60K$40K$20K$0Assets 2017: $46,311Liabilities 2017: $0Net Assets 2017: $46,3112017Assets 2018: $48,559Liabilities 2018: $0Net Assets 2018: $48,5592018Assets 2019: $52,241Net Assets 2019: $52,2412019

Highlighted filing

2018

Assets$48,559
Liabilities$0
Net Assets$48,559
Open 2018 Filing

Operations Trend

Revenue Growth24th percentile

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

$40K$30K$20K$10K$0Revenue 2017: $38,876Expenses 2017: $36,899Net Income 2017: $1,9772017Revenue 2018: $30,952Expenses 2018: $28,704Net Income 2018: $2,2482018Revenue 2019: $33,084Expenses 2019: $29,402Net Income 2019: $3,6822019

Highlighted filing

2018

Revenue$30,952
Expenses$28,704
Net Income$2,248
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 23, 2018
Return Version
2017v2.3
Gross Receipts
$30,952
Mission and Program Overview

Mission

Special education resources and support

Program Services

DescriptionGrantsExpenses
SPECIAL EDUCATION PROGRAMS AND ENRICHMENT-$26,948
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER BROOKSCo PresidentPT$0--
LORI FUMARELLICo PresidentPT$0--
GINA PROVENZANOVice PresidentPT$0--
AMANDA KANDELTreasurerPT$0--
CARLI DONSKYRecording SecyPT$0--
LAURA MARKOWSKICorresponding SecPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising Events$28,290$28,290-$28,290
Total Events$28,290$28,290-$28,290
Filing and Contact Details

Filer

Filer Name
Somers Septa
EIN
13-3756772
Phone
9142772400
Address
240 ROUTE 202, SOMERS, NY 10589

Signing Officer

Name
Amanda Kandel
Title
Treasurer
Signed
2018-10-23
Discuss with paid preparer
No

Preparer

Firm
Lisa a 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

“Programs and Enrichment Expenditures 26,948”

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

“Gifts 205”

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

“Hospitality 737”

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

“Office Supplies and Services 664”

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

“Insurance 100”

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

“Membership Dues 50”

Raw XML Appendix158 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/PersonNm0SOMERS SEPTA
IRS990EZ/BooksInCareOfDetail/PhoneNum09142772400
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0240 ROUTE 202
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SOMERS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd010589
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt046311
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt048559
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01000
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02248
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt046311
IRS990EZ/Form990TotalAssetsGrp/EOYAmt048559
IRS990EZ/FundraisingGrossIncomeAmt028290
IRS990EZ/GrossReceiptsAmt030952
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01662
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt046311
IRS990EZ/NetAssetsOrFundBalancesEOYAmt048559
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt046311
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt048559
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JENNIFER BROOKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LORI FUMARELLI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2GINA PROVENZANO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3AMANDA KANDEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CARLI DONSKY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LAURA MARKOWSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4RECORDING SECY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5CORRESPONDING SEC
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt028704
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SPECIAL EDUCATION RESOURCES AND SUPPORT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SPECIAL EDUCATION PROGRAMS AND ENRICHMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt026948
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt028290
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt028704
IRS990EZ/TotalProgramServiceExpensesAmt026948
IRS990EZ/TotalRevenueAmt030952
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0https//www.somersschools.org/SEPTA
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02662
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02085
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt04747
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt028290
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt054406
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt082696
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt087443
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt030952
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt056491
IRS990ScheduleA/Total509Grp/TotalAmt087443
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt030952
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt056491
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt087443
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUNDRAISING EVENTS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt028290
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt028290
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt028290
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt028290
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt028290
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Programs and Enrichment Expenditures 26,948
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Gifts 205
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Hospitality 737
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Office Supplies and Services 664
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance 100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Membership Dues 50
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0AMANDA KANDEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOMERS SEPTA
ReturnHeader/Filer/BusinessNameControlTxt0SOME
ReturnHeader/Filer/EIN0133756772
ReturnHeader/Filer/PhoneNum09142772400
ReturnHeader/Filer/USAddress/AddressLine1Txt0240 ROUTE 202
ReturnHeader/Filer/USAddress/CityNm0SOMERS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010589
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D3BF1893C43D9B7985D059895A3062FE4488728B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D3BF1893C43D9B7985D059895A3062FE4488728B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.20.20.191
ReturnHeader/FilingSecurityInformation/IPDt02018-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm010:44:55
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LISA A ALEXANDER CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08 JOHN WALSH BLVD SUITE 305A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PEEKSKILL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010566
ReturnHeader/PreparerPersonGrp/PhoneNum09147889128
ReturnHeader/PreparerPersonGrp/PreparationDt02018-10-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LISA ALEXANDER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-10-23T06:28:56-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$48,559
Liabilities
$0
Net assets
$48,559
Revenue
$30,952
Expenses
$28,704
Net income
$2,248
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$52.2$52.2$33.1$29.4$3.68
2018Detailed filing. Detailed filing data is available for this year.$48.6$0.00$48.6$31.0$28.7$2.25
2017Detailed filing. Detailed filing data is available for this year.$46.3$0.00$46.3$38.9$36.9$1.98