Civic Intelligence

PTA New York Congress

EIN 16-1244249 • 501(c)3 • Rochester, NY

Profile

promote social & educational activities

PO Box 17159Rochester, NY 14617-0159

www.wicptsa.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

71st percentile

0.00x

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

NTEE B • <$500k nonprofits • Source year 2025

Liabilities / Revenue

72nd percentile

0.00x

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

NTEE B • <$500k nonprofits • Source year 2025

Net Margin

55th percentile

11%

Higher net margin than 55% of similar nonprofits.

NTEE B • <$500k nonprofits • Source year 2025

Top Officer Pay

88th percentile

$0

Higher top officer pay than 88% of similar nonprofits.

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

NTEE B • <$500k nonprofits • Source year 2025

Asset Growth

82nd percentile

46%

Faster asset growth than 82% of similar nonprofits.

NTEE B • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

30th percentile

-20%

Faster revenue growth than 30% of similar nonprofits.

NTEE B • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$19,649

Up $6,190 (+46%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

$19,649

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue72nd percentileNet Margin55th percentile

Revenue

Down

$58,115

Down $14,381 (-20%) from 2024

Expenses

Down

$51,927

Down $12,239 (-19%) from 2024

Net Income

Down

$6,188

Down $2,142 (-26%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth82nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40K$30K$20K$10K$0Assets 2012: $13,055Liabilities 2012: $1,0162012Assets 2013: $20,119Liabilities 2013: $1,0162013Assets 2014: $21,469Liabilities 2014: $02014Assets 2015: $22,499Liabilities 2015: $02015Assets 2016: $26,601Liabilities 2016: $02016Assets 2017: $34,146Liabilities 2017: $02017Assets 2018: $32,153Liabilities 2018: $02018Assets 2019: $29,430Liabilities 2019: $02019Assets 2020: $28,775Liabilities 2020: $02020Assets 2021: $27,497Liabilities 2021: $02021Assets 2022: $9,223Liabilities 2022: $02022Assets 2023: $5,129Liabilities 2023: $02023Assets 2024: $13,459Liabilities 2024: $02024Assets 2025: $19,649Liabilities 2025: $0Net Assets 2025: $19,6492025

Highlighted filing

2025

Assets$19,649
Liabilities$0
Net Assets$19,649
Open 2025 Filing

Operations Trend

Revenue Growth30th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2012: $137,760Expenses 2012: $135,474Net Income 2012: $2,2862012Revenue 2013: $102,141Expenses 2013: $95,077Net Income 2013: $7,0642013Revenue 2014: $100,464Expenses 2014: $98,098Net Income 2014: $2,3662014Revenue 2015: $80,361Expenses 2015: $79,331Net Income 2015: $1,0302015Revenue 2016: $93,639Expenses 2016: $89,536Net Income 2016: $4,1032016Revenue 2017: $96,642Expenses 2017: $89,097Net Income 2017: $7,5452017Revenue 2018: $101,482Expenses 2018: $102,976Net Income 2018: -$1,4942018Revenue 2019: $93,458Expenses 2019: $96,181Net Income 2019: -$2,7232019Revenue 2020: $76,650Expenses 2020: $77,305Net Income 2020: -$6552020Revenue 2021: $31,225Expenses 2021: $32,503Net Income 2021: -$1,2782021Revenue 2022: $91,485Expenses 2022: $109,759Net Income 2022: -$18,2742022Revenue 2023: $76,107Expenses 2023: $80,201Net Income 2023: -$4,0942023Revenue 2024: $72,496Expenses 2024: $64,166Net Income 2024: $8,3302024Revenue 2025: $58,115Expenses 2025: $51,927Net Income 2025: $6,1882025

Highlighted filing

2025

Revenue$58,115
Expenses$51,927
Net Income$6,188
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,649
Liabilities
$0
Net assets
$19,649
Revenue
$58,115
Expenses
$51,927
Net income
$6,188
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.58$0.52$0.06
2024Summary only. Only limited summary data is available for this year.$0.13$0.00$0.72$0.64$0.08
2023Summary only. Only limited summary data is available for this year.$0.05$0.00$0.76$0.80$0.04
2022Summary only. Only limited summary data is available for this year.$0.09$0.00$0.91$1.10$0.18
2021Summary only. Only limited summary data is available for this year.$0.27$0.00$0.31$0.33$0.01
2020Summary only. Only limited summary data is available for this year.$0.29$0.00$0.77$0.77$0.01
2019Summary only. Only limited summary data is available for this year.$0.29$0.00$0.93$0.96$0.03
2018Summary only. Only limited summary data is available for this year.$0.32$0.00$1.01$1.03$0.01
2017Summary only. Only limited summary data is available for this year.$0.34$0.00$0.97$0.89$0.08
2016Summary only. Only limited summary data is available for this year.$0.27$0.00$0.94$0.90$0.04
2015Summary only. Only limited summary data is available for this year.$0.22$0.00$0.80$0.79$0.01
2014Summary only. Only limited summary data is available for this year.$0.21$0.00$1.00$0.98$0.02
2013Summary only. Only limited summary data is available for this year.$0.20$0.01$1.02$0.95$0.07
2012Summary only. Only limited summary data is available for this year.$0.13$0.01$1.38$1.35$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 13, 2025
Return Version
2024v5.2
Gross Receipts
$58,115
Mission and Program Overview

Mission

promote social & educational activities

Program Services

DescriptionGrantsExpenses
Cultural Arts, School social events such as carnival, pizza party, ice cream & food social, family events, bingo, talent show, staff luncheons (Up to 3600 students benefit)-$48,218
Other program services-$3,171
PTSA Life Membership- Encourages participation in PTSA.-$165
Parents as Advocates - promotes parental involvement in students social and academic success.-$44
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kate CopelandPast PresidentPT$0--
Erica KaneVP Of School Affairs-$0--
Jennie Governale-FoxVP Administrative Affairs-$0--
Melissa LeVesqueTreasurerPT$0--
Felicia NuciolaSecretary-$0--
Filing and Contact Details

Filer

Filer Name
PTA New York Congress
EIN
16-1244249
In Care Of
% Melissa LeVesque
Phone
5852302767
Address
PO Box 17159, Rochester, NY 14617-0159

Signing Officer

Name
Melissa Levesque
Title
Treasurer
Phone
5852302767
Signed
2025-10-13
Discuss with paid preparer
Yes

Preparer

Firm
Franks Lakeside Tax Service
Address
261 Bellehurst Drive, Rochester, NY 14617
Preparer
Francis X Suter
Phone
5857472694
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountCultural Arts - Central 1,558PTA Life Membership 165School Activities 46,105Parents as Advocates 44Hospitality 555E-File Fee for 990EZ 100Office Supplies 159WICPTSA Website 390NY/Natl PTSA Dues 162Liability Insurance 2,330Bank Charges 30”

Other program services Part III line 31

“Cultural Arts-Central 1558.25PTA Life Membership 165.00School Activities 46105.35 Parents as Advocates 43.86Hospitality 554.71E-File Fee for 990EZ 100.00Office Supplies 159.00WICPTSA Website 389.98NY/Natl PTSA Dues 162.00Liability Insurance 2330.00Bank Charges 30.00”

Raw XML Appendix151 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/PersonNm0Melissa LeVesque
IRS990EZ/BooksInCareOfDetail/PhoneNum05852302767
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0160 Coronado Drive
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Rochester
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd014617
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt013461
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt019649
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06188
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt013461
IRS990EZ/Form990TotalAssetsGrp/EOYAmt019649
IRS990EZ/GrossReceiptsAmt058115
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0908
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt013461
IRS990EZ/NetAssetsOrFundBalancesEOYAmt019649
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt013461
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt019649
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt315.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Kate Copeland
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Erica Kane
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jennie Governale-Fox
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Melissa LeVesque
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Felicia Nuciola
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP of School Affairs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP Administrative Affairs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt051598
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0promote social & educational activities
IRS990EZ/PrintingPublicationsPostageAmt0329
IRS990EZ/ProgramServiceRevenueAmt057207
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Cultural Arts, School social events such as carnival, pizza party, ice cream & food social, family events, bingo, talent show, staff luncheons (Up to 3600 students benefit)
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Parents as Advocates - promotes parental involvement in students social and academic success.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PTSA Life Membership- Encourages participation in PTSA.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Other program services
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt048218
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt144
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt2165
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt33171
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NY
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt051927
IRS990EZ/TotalProgramServiceExpensesAmt051598
IRS990EZ/TotalRevenueAmt058115
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0www.wicptsa.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt058115
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt072496
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt076106
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt091485
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt031225
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0329427
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0329427
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt058115
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt072496
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt076106
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt091485
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt031225
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0329427
IRS990ScheduleA/TotalSupportAmt0329427
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountCultural Arts - Central 1,558PTA Life Membership 165School Activities 46,105Parents as Advocates 44Hospitality 555E-File Fee for 990EZ 100Office Supplies 159WICPTSA Website 390NY/Natl PTSA Dues 162Liability Insurance 2,330Bank Charges 30
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Cultural Arts-Central 1558.25PTA Life Membership 165.00School Activities 46105.35 Parents as Advocates 43.86Hospitality 554.71E-File Fee for 990EZ 100.00Office Supplies 159.00WICPTSA Website 389.98NY/Natl PTSA Dues 162.00Liability Insurance 2330.00Bank Charges 30.00
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other program services Part III line 31
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MELISSA LEVESQUE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05852302767
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA New York Congress
ReturnHeader/Filer/BusinessNameControlTxt0PTAN
ReturnHeader/Filer/EIN0161244249
ReturnHeader/Filer/InCareOfNm0% Melissa LeVesque
ReturnHeader/Filer/PhoneNum05852302767
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 17159
ReturnHeader/Filer/USAddress/CityNm0Rochester
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd0146170159
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Franks Lakeside Tax Service
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0261 Bellehurst Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Rochester
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd014617
ReturnHeader/PreparerPersonGrp/PhoneNum05857472694
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FRANCIS X SUTER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-10-13T07:56:01-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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