Civic Intelligence

Milton School P T O

990 • Fiscal year 2022 • EIN 13-3910003

Sep 01, 2021 to Aug 31, 2022 • Filed on Jan 29, 2023

12 Hewlett StreetRye, NY 10580

(914) 921-3579

Siviq Scores

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

Liabilities / Assets

79th percentile

0.06x

Higher debt load relative to assets than 79% of similar nonprofits.

2022 filings • NTEE B • <$500k nonprofits • Source year 2022

Liabilities / Revenue

81st percentile

0.05x

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

2022 filings • NTEE B • <$500k nonprofits • Source year 2022

Net Margin

18th percentile

-26%

Higher net margin than 18% of similar nonprofits.

2022 filings • NTEE B • <$500k nonprofits • Source year 2022

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2022 filings • NTEE B • <$500k nonprofits • Source year 2022

Asset Growth

19th percentile

-20%

Faster asset growth than 19% of similar nonprofits.

2022 filings • NTEE B • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

94th percentile

534%

Faster revenue growth than 94% of similar nonprofits.

2022 filings • NTEE B • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$200,825

Down $49,947 (-20%) from 2021

Net Assets

Down

$188,927

Down $57,348 (-23%) from 2021

Liabilities

Up

$11,898

Up $7,401 (+165%) from 2021

Revenue

Up

$218,803

Up $184,314 (+534%) from 2021

Expenses

Up

$276,151

Up $196,699 (+248%) from 2021

Net Income

Down

-$57,348

Down $12,385 (-28%) from 2021

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $157,120Liabilities 2011: $0Net Assets 2011: $157,1202011Assets 2012: $145,330Liabilities 2012: $0Net Assets 2012: $145,3302012Assets 2013: $147,621Liabilities 2013: $0Net Assets 2013: $147,6212013Assets 2014: $188,542Liabilities 2014: $0Net Assets 2014: $188,5422014Assets 2015: $216,056Liabilities 2015: $0Net Assets 2015: $216,0562015Assets 2016: $272,050Liabilities 2016: $0Net Assets 2016: $272,0502016Assets 2017: $218,167Liabilities 2017: $4,411Net Assets 2017: $213,7562017Assets 2018: $173,855Liabilities 2018: $3,893Net Assets 2018: $169,9622018Assets 2019: $217,853Liabilities 2019: $1,698Net Assets 2019: $216,1552019Assets 2020: $291,238Liabilities 2020: $0Net Assets 2020: $291,2382020Assets 2021: $250,772Liabilities 2021: $4,497Net Assets 2021: $246,2752021Assets 2022: $200,825Liabilities 2022: $11,898Net Assets 2022: $188,9272022Assets 2023: $283,122Liabilities 2023: $5,339Net Assets 2023: $277,7832023Assets 2024: $247,340Liabilities 2024: $13,290Net Assets 2024: $234,0502024Assets 2025: $216,727Liabilities 2025: $16,554Net Assets 2025: $200,1732025

Highlighted filing

2022

Assets$200,825
Liabilities$11,898
Net Assets$188,927

Operations Trend

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

$400K$200K$0-$200KExpenses 2011: $89,7142011Expenses 2012: $113,5112012Expenses 2013: $90,9322013Revenue 2014: $128,547Expenses 2014: $87,626Net Income 2014: $40,9212014Revenue 2015: $151,409Expenses 2015: $123,895Net Income 2015: $27,5142015Revenue 2016: $186,341Expenses 2016: $130,347Net Income 2016: $55,9942016Revenue 2017: $293,333Expenses 2017: $351,627Net Income 2017: -$58,2942017Revenue 2018: $324,584Expenses 2018: $368,378Net Income 2018: -$43,7942018Revenue 2019: $308,718Expenses 2019: $262,525Net Income 2019: $46,1932019Revenue 2020: $299,447Expenses 2020: $224,364Net Income 2020: $75,0832020Revenue 2021: $34,489Expenses 2021: $79,452Net Income 2021: -$44,9632021Revenue 2022: $218,803Expenses 2022: $276,151Net Income 2022: -$57,3482022Revenue 2023: $270,212Expenses 2023: $181,356Net Income 2023: $88,8562023Revenue 2024: $206,863Expenses 2024: $250,596Net Income 2024: -$43,7332024Revenue 2025: $212,330Expenses 2025: $246,207Net Income 2025: -$33,8772025

Highlighted filing

2022

Revenue$218,803
Expenses$276,151
Net Income-$57,348
Jump To
Filing Snapshot
Filing Period
Sep 1, 2021 to Aug 31, 2022
Signed
Jan 29, 2023
Return Version
2021v4.0
Gross Receipts
$297,470
Mission and Program Overview

Mission

To enrich the milton school curriculum, programs and facilities

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$150,028$162,886▲ $12,858
Cash and Non-Interest-Bearing Accounts$95,803$18,503▼ $77,300
Prepaid Expenses and Deferred Charges$4,941$18,398▲ $13,457
Accounts Receivable-$1,038-
Total Assets$250,772$200,825▼ $49,947
Liabilities
Deferred Revenue$3,747$8,047▲ $4,300
Accounts Payable and Accrued Expenses$750$3,851▲ $3,101
Total Liabilities$4,497$11,898▲ $7,401
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$246,275$188,927▼ $57,348
Total Net Assets Fund Balance$246,275$188,927▼ $57,348
Total Liabilities and Net Assets / Fund Balance$250,772$200,825▼ $49,947
Compensation and Service Providers

Board Members and Trustees

NameTitle
Deborah GolubCo-president
Fiona SchauppCo-president
Janice AbruzzoCo Treasurer
Ahna KingCo-treasurer
Aubrey SmithCo-VP Commun
Leah RapoportCo-VP Commun
Niamh AlexanderEx Officio O
Kayla BirdRaise Repese
Dyana SumnerRaise Repres
Eileen AlberiSecretary
Megan EvansVP Character
Ashley WoodVP Curriculu
Jane WaluchVP Curriculu
Susan FrazierVP Philanthr
Revenue and Support

Revenue Composition

Contributions and Grants
$7,425
Program Service Revenue
$11,603
Investment Income
$35
Other Revenue
$199,740
Change in Net Assets
$-57,348
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$185,158
Other Expenses$90,993
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$185,158--$185,158
All Other Expenses$21,467$10-$21,477
Other Expenses$5,322--$5,322
Fees for Services Accounting-$3,375-$3,375
Information Technology-$1,236-$1,236
Insurance-$499-$499
Fees for Services Other$481--$481
Office Expenses-$204-$204
Total Functional Expenses$270,827$5,324$0$276,151
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Rye City School DistrictRye, NYGovSchool Activities$185,158
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$253,023
Fundraising Direct Expenses$63,370
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Milton Night$224,959$224,959$18,469$206,490
Milton Fair$14,265$14,265$5,574$8,691
Total Events$250,213$250,213$63,370$186,843
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Milton School Pto
EIN
13-3910003
Phone
9149213579
Address
12 HEWLETT STREET, RYE, NY 10580

Signing Officer

Name
Ahna King
Title
Co-treasurer
Phone
9149213579
Signed
2023-01-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ahna King
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
50

Preparer

Firm
Stephen P Pryor CPA
Address
363 WESTCHESTER AVE, PORT CHESTER, NY 10573
Preparer
Stephen P Pryor CPA
Phone
9149345255
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

Promote the welfare of children in the home, school and community. To bring a closer relationship between the home and school in the overall development of the child and provide a link with the community.

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IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0185528
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt0185158
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt05240
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt052095
IRS990/PYInvestmentIncomeAmt030
IRS990/PYOtherExpensesAmt027357
IRS990/PYOtherRevenueAmt024638
IRS990/PYProgramServiceRevenueAmt04581
IRS990/PYRevenuesLessExpensesAmt0-44963
IRS990/PYTotalExpensesAmt079452
IRS990/PYTotalRevenueAmt034489
IRS990/ReconcilationRevenueExpnssAmt0-57348
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt011603
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0150028
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0162886
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0136007171
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0185158
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0MILTON SCHOOL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0MILTON SCHOOL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0185158
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt063370
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt0305
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt011415
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt011720
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0MILTON NIGHT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0MILTON FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0224959
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt014265
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt010989
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0250213
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0224959
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt014265
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt010989
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0250213
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0186843
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt01981
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt026024
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt018469
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt05574
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt025626
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt025626
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt0185158
IRS990ScheduleI/RecipientTable/IRCSectionDesc0GOV
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SCHOOL ACTIVITIES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0RYE CITY SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientEIN0136007171
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0555 THEODORE FREMD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0RYE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NY
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd010580
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROMOTE THE WELFARE OF CHILDREN IN THE HOME, SCHOOL AND COMMUNITY. TO BRING A CLOSER RELATIONSHIP BETWEEN THE HOME AND SCHOOL IN THE OVERALL DEVELOPMENT OF THE CHILD AND PROVIDE A LINK WITH THE COMMUNITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0250772
IRS990/TotalAssetsEOYAmt0200825
IRS990/TotalAssetsGrp/BOYAmt0250772
IRS990/TotalAssetsGrp/EOYAmt0200825
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt07425
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05324
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0270827
IRS990/TotalFunctionalExpensesGrp/TotalAmt0276151
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt04497
IRS990/TotalLiabilitiesEOYAmt011898
IRS990/TotalLiabilitiesGrp/BOYAmt04497
IRS990/TotalLiabilitiesGrp/EOYAmt011898
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0246275
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0188927
IRS990/TotalOtherProgSrvcExpenseAmt0185528
IRS990/TotalOtherProgSrvcGrantAmt0185158
IRS990/TotalProgramServiceExpensesAmt0270827
IRS990/TotalProgramServiceRevenueAmt011603
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt021725
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0218803
IRS990/TotalVolunteersCnt050
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0250772
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0200825
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt012 HEWLETT AVENUE

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.17$0.17$2.00$2.12$2.46$0.34
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.47$0.13$2.34$2.07$2.51$0.44
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.83$0.05$2.78$2.70$1.81$0.89
2022Detailed filing. Detailed filing data is available for this year.$2.01$0.12$1.89$2.19$2.76$0.57
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.51$0.04$2.46$0.34$0.79$0.45
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.91$0.00$2.91$2.99$2.24$0.75
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.18$0.02$2.16$3.09$2.63$0.46
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.74$0.04$1.70$3.25$3.68$0.44
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.18$0.04$2.14$2.93$3.52$0.58
2016Detailed filing. Detailed filing data is available for this year.$2.72$0.00$2.72$1.86$1.30$0.56
2015Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$1.51$1.24$0.28
2014Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$1.29$0.88$0.41
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.48$0.00$1.48$0.91
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.45$0.00$1.45$1.14
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.57$0.00$1.57$0.90