Civic Intelligence

Heathcote Elementary School PTA

990 • Fiscal year 2016 • EIN 13-6165709

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 24, 2016

Organization ProfileWWW.SCARSDALESCHOOLS.ORG/HEATHCOTEPTA
26 Palmer AvenueScarsdale, NY 10583

(914) 725-2458

Siviq Scores

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

Liabilities / Assets

54th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

54th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

24th percentile

-9.4%

Higher net margin than 24% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

24th percentile

-15%

Faster asset growth than 24% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

39th percentile

-5.9%

Faster revenue growth than 39% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets54th percentile

Assets

Down

$241,208

Down $42,869 (-15%) from 2015

Net Assets

Down

$241,208

Down $42,869 (-15%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin24th percentile

Revenue

Down

$457,473

Down $28,904 (-5.9%) from 2015

Expenses

Up

$500,342

Up $67,019 (+15%) from 2015

Net Income

Down

-$42,869

Down $95,923 (-181%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$400K$300K$200K$100K$0Assets 2011: $191,439Liabilities 2011: $0Net Assets 2011: $191,4392011Assets 2012: $213,417Liabilities 2012: $0Net Assets 2012: $213,4172012Assets 2013: $219,027Liabilities 2013: $0Net Assets 2013: $219,0272013Assets 2014: $231,023Liabilities 2014: $0Net Assets 2014: $231,0232014Assets 2015: $284,077Liabilities 2015: $0Net Assets 2015: $284,0772015Assets 2016: $241,208Liabilities 2016: $0Net Assets 2016: $241,2082016Assets 2017: $239,899Liabilities 2017: $0Net Assets 2017: $239,8992017Assets 2018: $247,493Liabilities 2018: $0Net Assets 2018: $247,4932018Assets 2019: $254,973Liabilities 2019: $0Net Assets 2019: $254,9732019Assets 2020: $276,617Liabilities 2020: $0Net Assets 2020: $276,6172020Assets 2021: $275,830Liabilities 2021: $0Net Assets 2021: $275,8302021Assets 2022: $343,194Liabilities 2022: $0Net Assets 2022: $343,1942022Assets 2023: $317,221Liabilities 2023: $0Net Assets 2023: $317,2212023Assets 2024: $340,760Liabilities 2024: $0Net Assets 2024: $340,7602024Assets 2025: $325,292Liabilities 2025: $0Net Assets 2025: $325,2922025

Highlighted filing

2016

Assets$241,208
Liabilities$0
Net Assets$241,208
Open 2016 Filing

Operations Trend

Revenue Growth39th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $381,424Expenses 2011: $360,534Net Income 2011: $20,8902011Expenses 2012: $366,9992012Expenses 2013: $420,5732013Revenue 2014: $473,779Expenses 2014: $461,783Net Income 2014: $11,9962014Revenue 2015: $486,377Expenses 2015: $433,323Net Income 2015: $53,0542015Revenue 2016: $457,473Expenses 2016: $500,342Net Income 2016: -$42,8692016Revenue 2017: $387,804Expenses 2017: $389,113Net Income 2017: -$1,3092017Revenue 2018: $446,512Expenses 2018: $438,918Net Income 2018: $7,5942018Revenue 2019: $288,393Expenses 2019: $280,913Net Income 2019: $7,4802019Revenue 2020: $255,882Expenses 2020: $234,238Net Income 2020: $21,6442020Revenue 2021: $74,172Expenses 2021: $74,959Net Income 2021: -$7872021Revenue 2022: $370,377Expenses 2022: $303,013Net Income 2022: $67,3642022Revenue 2023: $424,920Expenses 2023: $450,893Net Income 2023: -$25,9732023Revenue 2024: $403,801Expenses 2024: $380,262Net Income 2024: $23,5392024Revenue 2025: $415,943Expenses 2025: $431,411Net Income 2025: -$15,4682025

Highlighted filing

2016

Revenue$457,473
Expenses$500,342
Net Income-$42,869
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 24, 2016
Return Version
2015v2.1
Gross Receipts
$481,157
Mission and Program Overview

Mission

Pta is a powerful voice for all children, a relevant resource for families and communities, and a strong advocate for the education and well-being of every child.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$284,077$241,208▼ $42,869
Total Assets$284,077$241,208▼ $42,869
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$284,077$241,208▼ $42,869
Total Net Assets Fund Balance$284,077$241,208▼ $42,869
Total Liabilities and Net Assets / Fund Balance$284,077$241,208▼ $42,869
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Kerry HayesPresident
Amber YusufPresident El
Laura LiuSecretary
Meredith KentTreasurer
Carrie WellenVP After Sch
Jennifer MeschewskiVP Class Par
Chris MarksVP Technolog
Revenue and Support

Revenue Composition

Contributions and Grants
$10,090
Program Service Revenue
$438,502
Investment Income
$81
Other Revenue
$8,800
Change in Net Assets
$-42,869
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$464,733
Salaries, Compensation, and Employee Benefits$30,509
Grants and Similar Amounts Paid$5,100
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$149,025--$149,025
Other Salaries and Wages$28,341--$28,341
Office Expenses$3,227$14,711-$17,938
Grants to Domestic Orgs$5,100--$5,100
Conferences and Meetings$2,922$1,439-$4,361
Other Expenses$2,753--$2,753
Payroll Taxes$2,168--$2,168
Fees for Services Accounting-$1,600-$1,600
All Other Expenses$746--$746
Total Functional Expenses$482,592$17,750$0$500,342
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Scarsdale High SchoolScarsdale, NYGovScholarships$5,100
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$22,198
Fundraising Direct Expenses$16,921
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Carnival$18,431$13,931$901$13,030
Book Fair$8,267$8,267$1,597$6,670
Total Events$26,698$22,198$16,921$5,277
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
Annual disclosure for covered persons
Yes
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
Yes
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 6

“YES”

Form 990, Page 6, Part VI, Line 7A

“Pta members of the school elect the board members”

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

“Form 990 is prepared by an outside accounting firm. After management has reviewed form 990, it is submitted electronically to the members of the board for any comments prior to its submission. Any issues are addressed and the final 990 is approved for filing.”

Form 990, Page 6, Part VI, Line 12C

“Heathcote pta has a conflicts policy form that is available for all board members to complete each year.”

Form 990, Page 6, Part VI, Line 19

“Form 990 and other policies of the organization are avaiable upon request. The organization's 990 is available for public inspection on guidestar.org.”

Filing and Contact Details

Filer

Filer Name
Heathcote Elementary School Pta
EIN
13-6165709
Phone
9147252458
Address
26 PALMER AVENUE, SCARSDALE, NY 10583

Signing Officer

Name
Carrie Lieberman
Title
Treasurer
Signed
2016-10-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kerry Hayes
Formed
1971
Legal Domicile
Ny
Voting Board Members
7
Independent Board Members
7
Employees
6
Volunteers
75

Preparer

Firm
Victor J Cannistra CPA Pc
Address
43 KENSICO DRIVE 2ND FLOOR, MOUNT KISCO, NY 10549-1009
Preparer
Victor J Cannistra CPA
Phone
9142413605
Supplemental Narrative

Additional Explanations

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

“School supply kits & other misc programs.”

Form 990, Part IX, Line 11G

“Asc - outside services 128,515 0 0 cultural arts 2,960 0 0 artist in residence 17,550 0 0”

Raw XML AppendixShowing 400 of 420 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.

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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0457633
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0419019
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IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt04500
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt016921
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt09849
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt09849
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CARNIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt0700
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt0700
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt018431
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt08267
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt026698
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt013931
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt08267
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt022198
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt05277
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt0982
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt0982
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02498
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0901
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01597
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt02412
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt02412
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt05100
IRS990ScheduleI/RecipientTable/IRCSectionDesc0GOV
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SCARSDALE HIGH SCHOOL
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01057 WHITE PLAINS RD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SCARSDALE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NY
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd010583
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SCHOOL SUPPLY KITS & OTHER MISC PROGRAMS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1YES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PTA MEMBERS OF THE SCHOOL ELECT THE BOARD MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM. AFTER MANAGEMENT HAS REVIEWED FORM 990, IT IS SUBMITTED ELECTRONICALLY TO THE MEMBERS OF THE BOARD FOR ANY COMMENTS PRIOR TO ITS SUBMISSION. ANY ISSUES ARE ADDRESSED AND THE FINAL 990 IS APPROVED FOR FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4HEATHCOTE PTA HAS A CONFLICTS POLICY FORM THAT IS AVAILABLE FOR ALL BOARD MEMBERS TO COMPLETE EACH YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FORM 990 AND OTHER POLICIES OF THE ORGANIZATION ARE AVAIABLE UPON REQUEST. THE ORGANIZATION'S 990 IS AVAILABLE FOR PUBLIC INSPECTION ON GUIDESTAR.ORG.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ASC - OUTSIDE SERVICES 128,515 0 0 CULTURAL ARTS 2,960 0 0 ARTIST IN RESIDENCE 17,550 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART IX, LINE 11G
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
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IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalProgramServiceExpensesAmt0482592
IRS990/TotalProgramServiceRevenueAmt0438502
IRS990/TotalRevenueGrp/ExclusionAmt081
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IRS990/TotalVolunteersCnt075
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IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0SCARSDALE
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IRS990/WebsiteAddressTxt0WWW.SCARSDALESCHOOLS.ORG/HEATHCOTEPTA
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CARRIE LIEBERMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HEATHCOTE ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0HEAT

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$241,208
Liabilities
$0
Net assets
$241,208
Revenue
$457,473
Expenses
$500,342
Net income
-$42,869
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.25$0.00$3.25$4.16$4.31$0.15
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.41$0.00$3.41$4.04$3.80$0.24
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.17$0.00$3.17$4.25$4.51$0.26
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.43$0.00$3.43$3.70$3.03$0.67
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.76$0.00$2.76$0.74$0.75$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.77$0.00$2.77$2.56$2.34$0.22
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.55$0.00$2.55$2.88$2.81$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.47$0.00$2.47$4.47$4.39$0.08
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.40$0.00$2.40$3.88$3.89$0.01
2016Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$4.57$5.00$0.43
2015Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$4.86$4.33$0.53
2014Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$4.74$4.62$0.12
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.19$0.00$2.19$4.21
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.13$0.00$2.13$3.67
2011Summary only. Only limited summary data is available for this year.$1.91$0.00$1.91$3.81$3.61$0.21