Civic Intelligence

PTA - Pine Tree Elementary School

990EZ • Fiscal year 2014 • EIN 13-3911783

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 21, 2014

Organization ProfileN/A
156 Pine Tree Road10950

(845) 460-6900

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2014

Net Margin

28th percentile

-6.3%

Higher net margin than 28% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

24th percentile

-14%

Faster asset growth than 24% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

32nd percentile

-10%

Faster revenue growth than 32% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$29,394

Down $4,873 (-14%) from 2013

Net Assets

Down

$29,394

Down $4,873 (-14%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin28th percentile

Revenue

Down

$77,920

Down $8,915 (-10%) from 2013

Expenses

Down

$82,791

Down $8,036 (-8.8%) from 2013

Net Income

Down

-$4,871

Down $879 (-22%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$40K$30K$20K$10K$0Assets 2011: $24,240Net Assets 2011: $24,2402011Assets 2012: $38,259Liabilities 2012: $02012Assets 2013: $34,267Net Assets 2013: $34,2672013Assets 2014: $29,394Net Assets 2014: $29,3942014Assets 2015: $29,295Net Assets 2015: $29,2952015Assets 2016: $25,856Net Assets 2016: $25,8562016Assets 2017: $20,411Liabilities 2017: $0Net Assets 2017: $20,4112017Assets 2018: $19,716Liabilities 2018: $0Net Assets 2018: $19,7162018

Highlighted filing

2014

Assets$29,394
Liabilities-
Net Assets$29,394
Open 2014 Filing

Operations Trend

Revenue Growth32nd percentile

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

$100K$50K$0-$50KRevenue 2011: $42,183Expenses 2011: $36,905Net Income 2011: $5,2782011Revenue 2012: $46,969Expenses 2012: $32,375Net Income 2012: $14,5942012Revenue 2013: $86,835Expenses 2013: $90,827Net Income 2013: -$3,9922013Revenue 2014: $77,920Expenses 2014: $82,791Net Income 2014: -$4,8712014Revenue 2015: $73,299Expenses 2015: $73,398Net Income 2015: -$992015Revenue 2016: $81,604Expenses 2016: $85,041Net Income 2016: -$3,4372016Revenue 2017: $38,302Expenses 2017: $43,747Net Income 2017: -$5,4452017Revenue 2018: $36,808Expenses 2018: $37,503Net Income 2018: -$6952018

Highlighted filing

2014

Revenue$77,920
Expenses$82,791
Net Income-$4,871
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 21, 2014
Return Version
2013v3.1
Gross Receipts
$77,920
Mission and Program Overview

Mission

The organization's purpose is to provide extra-curricular programs and activities for students

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION'S PURPOSE IS TO PROVIDE EXTRA-CURRICULAR PROGRAMS AND ACTIVITIES FOR STUDENTS-$82,206
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEBRA MAGENPresident-$0--
LISA AUTYVice Preside-$0--
FRAN GARCIATreasurer-$0--
KATHLEEN SZYNKOWSKICorrespondin-$0--
MELISSA MCHUGHRecording Se-$0--
Filing and Contact Details

Filer

EIN
13-3911783

Signing Officer

Name
Leona Christie
Title
Treasurer
Signed
2014-10-21

Preparer

Preparer
Michele Furbeck CPA
Phone
8459289164
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses insurance 235 bank fees 187 prog purchases & supplies 50,652 student/school activities 28,163 student scholarships 1,002 school/teacher gifts/awar 920 dist/state level pta dues 1,282 total 82,441”

Form 990-ez, Part III

“The organization's purpose is to provide extra-curricular programs and activities for students”

Raw XML Appendix142 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0DEBRA MAGEN
CompensationExplanation/CompensationExplanationGrp/PersonNm1LISA AUTY
CompensationExplanation/CompensationExplanationGrp/PersonNm2FRAN GARCIA
CompensationExplanation/CompensationExplanationGrp/PersonNm3KATHLEEN SZYNKOWSKI
CompensationExplanation/CompensationExplanationGrp/PersonNm4MELISSA MCHUGH
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine10PINE TREE PTA
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine20PINE TREE PTA
IRS990EZ/BooksInCareOfDetail/PhoneNum08454606900
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10156 PINE TREE ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine20156 PINE TREE ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/City0MONROE
IRS990EZ/BooksInCareOfDetail/USAddress/State0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode010950
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt034265
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt029394
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4871
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0350
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt034265
IRS990EZ/Form990TotalAssetsGrp/EOYAmt029394
IRS990EZ/GrossReceiptsAmt077920
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt03155
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt034265
IRS990EZ/NetAssetsOrFundBalancesEOYAmt029394
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt034265
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt029394
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DEBRA MAGEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LISA AUTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2FRAN GARCIA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KATHLEEN SZYNKOWSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MELISSA MCHUGH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CORRESPONDIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4RECORDING SE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt082441
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION'S PURPOSE IS TO PROVIDE EXTRA-CURRICULAR PROGRAMS AND ACTIVITIES FOR STUDENTS
IRS990EZ/ProgramServiceRevenueAmt074765
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION'S PURPOSE IS TO PROVIDE EXTRA-CURRICULAR PROGRAMS AND ACTIVITIES FOR STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt082206
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt082791
IRS990EZ/TotalProgramServiceExpensesAmt082206
IRS990EZ/TotalRevenueAmt077920
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03155
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02785
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02896
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02716
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02902
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt014454
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt074765
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt084050
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt092792
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt087265
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt073211
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0412083
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0426537
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt077920
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt086835
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt095688
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt089981
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt076113
IRS990ScheduleA/Total509Grp/TotalAmt0426537
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt077920
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt086835
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt095688
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt089981
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt076113
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0426537
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INSURANCE 235 BANK FEES 187 PROG PURCHASES & SUPPLIES 50,652 STUDENT/SCHOOL ACTIVITIES 28,163 STUDENT SCHOLARSHIPS 1,002 SCHOOL/TEACHER GIFTS/AWAR 920 DIST/STATE LEVEL PTA DUES 1,282 TOTAL 82,441
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S PURPOSE IS TO PROVIDE EXTRA-CURRICULAR PROGRAMS AND ACTIVITIES FOR STUDENTS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LEONA CHRISTIE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-21
ReturnHeader/Filer/BusinessName/BusinessNameLine10PTA - PINE TREE ELEMENTARY SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0PTA-
ReturnHeader/Filer/EIN0133911783
ReturnHeader/Filer/USAddress/AddressLine10156 PINE TREE ROAD
ReturnHeader/Filer/USAddress/City0MONROE
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode010950
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0204686035
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10O'CONNOR & O'CONNOR LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10249 ROUTE 32 PO BOX 365
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0CENTRAL VALLEY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0109170365
ReturnHeader/PreparerPersonGrp/PhoneNum08459289164
ReturnHeader/PreparerPersonGrp/PreparationDt02014-10-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHELE FURBECK CPA
ReturnHeader/ReturnTs02014-10-27T13:16:30-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$29,394
Liabilities
-
Net assets
$29,394
Revenue
$77,920
Expenses
$82,791
Net income
-$4,871
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$19.7$0.00$19.7$36.8$37.5$0.70
2017Detailed filing. Detailed filing data is available for this year.$20.4$0.00$20.4$38.3$43.7$5.45
2016Detailed filing. Detailed filing data is available for this year.$25.9$25.9$81.6$85.0$3.44
2015Detailed filing. Detailed filing data is available for this year.$29.3$29.3$73.3$73.4$0.10
2014Detailed filing. Detailed filing data is available for this year.$29.4$29.4$77.9$82.8$4.87
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$34.3$34.3$86.8$90.8$3.99
2012Summary only. Only limited summary data is available for this year.$38.3$0.00$47.0$32.4$14.6
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.2$24.2$42.2$36.9$5.28