Civic Intelligence

Milton School P T O

990 • Fiscal year 2023 • EIN 13-3910003

Sep 01, 2022 to Aug 31, 2023 • Filed on Dec 23, 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

76th percentile

0.02x

Higher debt load relative to assets than 76% of similar nonprofits.

2023 filings • NTEE B • <$500k nonprofits • Source year 2023

Liabilities / Revenue

77th percentile

0.02x

Higher debt load relative to revenue than 77% of similar nonprofits.

2023 filings • NTEE B • <$500k nonprofits • Source year 2023

Net Margin

75th percentile

33%

Higher net margin than 75% of similar nonprofits.

2023 filings • NTEE B • <$500k nonprofits • Source year 2023

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2023 filings • NTEE B • <$500k nonprofits • Source year 2023

Asset Growth

83rd percentile

41%

Faster asset growth than 83% of similar nonprofits.

2023 filings • NTEE B • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

64th percentile

23%

Faster revenue growth than 64% of similar nonprofits.

2023 filings • NTEE B • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$283,122

Up $82,297 (+41%) from 2022

Net Assets

Up

$277,783

Up $88,856 (+47%) from 2022

Liabilities

Down

$5,339

Down $6,559 (-55%) from 2022

Revenue

Up

$270,212

Up $51,409 (+23%) from 2022

Expenses

Down

$181,356

Down $94,795 (-34%) from 2022

Net Income

Up

$88,856

Up $146,204 (+255%) from 2022

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

2023

Assets$283,122
Liabilities$5,339
Net Assets$277,783

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

2023

Revenue$270,212
Expenses$181,356
Net Income$88,856
Jump To
Filing Snapshot
Filing Period
Sep 1, 2022 to Aug 31, 2023
Signed
Dec 23, 2023
Return Version
2022v5.0
Gross Receipts
$351,256
Mission and Program Overview

Mission

To enrich the milton school curriculum, programs and facilities

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$162,886$162,918▲ $32
Cash and Non-Interest-Bearing Accounts$18,503$83,748▲ $65,245
Prepaid Expenses and Deferred Charges$18,398$36,456▲ $18,058
Accounts Receivable$1,038--
Total Assets$200,825$283,122▲ $82,297
Liabilities
Deferred Revenue$8,047$3,839▼ $4,208
Accounts Payable and Accrued Expenses$3,851$1,500▼ $2,351
Total Liabilities$11,898$5,339▼ $6,559
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$188,927$277,783▲ $88,856
Total Net Assets Fund Balance$188,927$277,783▲ $88,856
Total Liabilities and Net Assets / Fund Balance$200,825$283,122▲ $82,297
Compensation and Service Providers

Board Members and Trustees

NameTitle
Crissy DugganCo-president
Fiona SchauppCo-president
Janice AbruzzoCo Treasurer
Ahna KingCo-treasurer
Christine BonaseraCo-VP Commun
Leah RapoportCo-VP Commun
Debrah GolubEx Officio O
Dyana SumnerRaise Repese
Dyana SumnerRaise Repres
Ashley WoodVP Curriculu
Jane WaluchVP Curriculu
Revenue and Support

Revenue Composition

Contributions and Grants
$31,872
Program Service Revenue
$9,080
Investment Income
$32
Other Revenue
$229,228
All Other Contributions
$3,780
Change in Net Assets
$88,856
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$112,829
Grants and Similar Amounts Paid$68,527
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$68,527--$68,527
All Other Expenses$32,666--$32,666
Other Expenses$7,263--$7,263
Fees for Services Accounting-$1,875-$1,875
Information Technology-$1,440-$1,440
Insurance-$535-$535
Fees for Services Other$246--$246
Total Functional Expenses$177,506$3,850$0$181,356
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Rye City School DistrictRye, NYGovSchool Activities$68,527
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$287,032
Fundraising Direct Expenses$69,448
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Milton Night$255,725$255,725$16,673$239,052
Milton Fair$29,233$16,351$2,786$13,565
Total Events$294,503$281,621$68,645$212,976
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
2023-12-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ahna King
Voting Board Members
10
Independent Board Members
10
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.

Form 990, Part IX, Line 24E

Pto's contingency 6,937 0 0 teacher recognition 6,444 0 0 contributions 3,650 0 0 classroom materials 3,264 0 0 family programs 3,015 0 0 class subscriptions 2,927 0 0 philharmonic 1,756 0 0 environmental awareness 1,251 0 0 principal contingency 1,013 0 0 school garden 828 0 0 character education 771 0 0 hospitality 656 0 0 scholarships 96 0 0 safety awareness 58 0 0 total 32,666 0 0

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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/SupportAmt068527
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0MILTON SCHOOL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0MILTON SCHOOL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt068527
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt012882
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt012882
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt068645
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt06372
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt010400
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt016772
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0MILTON NIGHT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0MILTON FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0255725
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt029233
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt09545
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0294503
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0255725
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt016351
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt09545
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0281621
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0212976
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt0905
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt020364
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt016673
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02786
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt029461
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt02048
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt031509
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt068527
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/ExplanationTxt3PTO'S CONTINGENCY 6,937 0 0 TEACHER RECOGNITION 6,444 0 0 CONTRIBUTIONS 3,650 0 0 CLASSROOM MATERIALS 3,264 0 0 FAMILY PROGRAMS 3,015 0 0 CLASS SUBSCRIPTIONS 2,927 0 0 PHILHARMONIC 1,756 0 0 ENVIRONMENTAL AWARENESS 1,251 0 0 PRINCIPAL CONTINGENCY 1,013 0 0 SCHOOL GARDEN 828 0 0 CHARACTER EDUCATION 771 0 0 HOSPITALITY 656 0 0 SCHOLARSHIPS 96 0 0 SAFETY AWARENESS 58 0 0 TOTAL 32,666 0 0
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 24E
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0200825
IRS990/TotalAssetsEOYAmt0283122
IRS990/TotalAssetsGrp/BOYAmt0200825
IRS990/TotalAssetsGrp/EOYAmt0283122
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt031872
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03850
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0177506
IRS990/TotalFunctionalExpensesGrp/TotalAmt0181356
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt011898
IRS990/TotalLiabilitiesEOYAmt05339
IRS990/TotalLiabilitiesGrp/BOYAmt011898
IRS990/TotalLiabilitiesGrp/EOYAmt05339
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0188927
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0277783
IRS990/TotalOtherProgSrvcExpenseAmt068577
IRS990/TotalOtherProgSrvcGrantAmt068527
IRS990/TotalProgramServiceExpensesAmt0177506
IRS990/TotalProgramServiceRevenueAmt09080
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt020756
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0270212
IRS990/TotalVolunteersCnt050
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0200825
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0283122
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt012 HEWLETT AVENUE
IRS990/USAddress/CityNm0RYE
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd010580
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0WWW.RYESCHOOLS.ORG/PAGE/1915
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AHNA KING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09149213579
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-12-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MILTON SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0MILT
ReturnHeader/Filer/EIN0133910003
ReturnHeader/Filer/PhoneNum09149213579
ReturnHeader/Filer/USAddress/AddressLine1Txt012 HEWLETT STREET
ReturnHeader/Filer/USAddress/CityNm0RYE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010580

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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
2023Detailed filing. Detailed filing data is available for this year.$2.83$0.05$2.78$2.70$1.81$0.89
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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