Civic Intelligence

PTA New York Congress

990EZ • Fiscal year 2017 • EIN 16-1356492

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 08, 2018

155 Heim RoadWilliamsville, NY 14221

(716) 626-8686

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

37th percentile

-1.5%

Higher net margin than 37% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

85th percentile

55%

Faster asset growth than 85% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

51st percentile

1.8%

Faster revenue growth than 51% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$26,139

Up $9,300 (+55%) from 2016

Net Assets

$26,139

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$35,975

Up $633 (+1.8%) from 2016

Expenses

Down

$36,521

Down $5,241 (-13%) from 2016

Net Income

Up

-$546

Up $5,874 (+91%) from 2016

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2012: $20,248Liabilities 2012: $0Net Assets 2012: $20,2482012Assets 2013: $25,931Liabilities 2013: $0Net Assets 2013: $25,9312013Assets 2016: $16,839Liabilities 2016: $02016Assets 2017: $26,139Net Assets 2017: $26,1392017Assets 2018: $26,139Liabilities 2018: $02018Assets 2019: $16,980Net Assets 2019: $37,5492019Assets 2022: $35,200Liabilities 2022: $0Net Assets 2022: $35,2002022Assets 2023: $44,565Liabilities 2023: $0Net Assets 2023: $44,5652023Assets 2024: $55,991Liabilities 2024: $0Net Assets 2024: $55,9912024Assets 2025: $74,848Liabilities 2025: $5,084Net Assets 2025: $69,7642025

Highlighted filing

2017

Assets$26,139
Liabilities-
Net Assets$26,139

Operations Trend

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

$100K$50K$0-$50KRevenue 2012: $26,397Expenses 2012: $31,502Net Income 2012: -$5,1052012Revenue 2013: $33,540Expenses 2013: $27,857Net Income 2013: $5,6832013Revenue 2016: $35,342Expenses 2016: $41,762Net Income 2016: -$6,4202016Revenue 2017: $35,975Expenses 2017: $36,521Net Income 2017: -$5462017Revenue 2018: $35,975Expenses 2018: $36,521Net Income 2018: -$5462018Revenue 2019: $45,401Expenses 2019: $33,991Net Income 2019: $11,4102019Revenue 2022: $55,943Expenses 2022: $77,071Net Income 2022: -$21,1282022Revenue 2023: $50,356Expenses 2023: $40,991Net Income 2023: $9,3652023Revenue 2024: $50,722Expenses 2024: $39,296Net Income 2024: $11,4262024Revenue 2025: $54,626Expenses 2025: $40,853Net Income 2025: $13,7732025

Highlighted filing

2017

Revenue$35,975
Expenses$36,521
Net Income-$546
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 8, 2018
Return Version
2017v2.2
Gross Receipts
$40,427
Mission and Program Overview

Mission

ADVOCATING FOR STUDENTS

Program Services

DescriptionGrantsExpenses
STUDENT ACTIVITY FUND USED FOR ENTIRE STUDENT BODY FOR EDUCATIONAL FIELD TRIPS ASSEMBLIES AND GUEST SPEAKERS-$19,040
LITERACY PROGRAM ENCOURAGE A LOVE OF READING - SCHOOL AND PARENT ENGAGEMENT - PICK A READING PARTNER PROGRAM BOOKS FOR THE SCHOOL LIBRARY-$1,986
PHYSICAL WELLNESS PROGRAM PROMOTING PHYSICAL ACTIVITY WELL BEING AND SELF ESTEEM-$789
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TIM HEALYPresidentPT$0--
VERONIKA STEENTreasurerPT$0--
JENN RYCHLICKIVP Membership-$0--
AMANDA HEALYVP VolunteersPT$0--
MICHELLE CONNOLLYVP FundraisingPT$0--
LISA DELORETORecording Secretary-$0--
PURNINA MOHANDistrict Representative-$0--
Filing and Contact Details

Filer

Filer Name
Pta Ny Congress Heim Elementary Pta
EIN
16-1356492
Phone
7166268686
Address
155 HEIM ROAD, WILLIAMSVILLE, NY 14221

Signing Officer

Name
Kathryn E B Griswold
Title
Treasurer
Signed
2018-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Esther Gulyas Tax Service Inc
Address
2475 NIAGARA FALLS BLVD, AMHERST, NY 14228
Preparer
Timothy J Eliason
Phone
7166327886
Supplemental Narrative

Additional Explanations

Form 990EZ Part 1 Line 16

$12219.33 events expense events to includes school yearbooks pictures book fairs field trips plant sale and winter carnival ice cream social first day of school breakfast

Form 990EZ Part 1 Line 16

$500 donations donations made to special education parent teach student association and sunday clearfield public library program

Form 990EZ Part 1 Line 16

$20533.94 student fund expense programs for students across all grade levels to supplement classroomlearning

Form 990EZ Part 1 Line 16

$2346.63 administrative expenses staff and volunteer appreciation bank charges insurance memberships meeting and training

Raw XML Appendix135 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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IRS990EZ/BooksInCareOfDetail/PersonNm0PTA TREASURER
IRS990EZ/BooksInCareOfDetail/PhoneNum07166268685
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0155 HEIM ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WILLIAMSVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd014221
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt026685
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt026139
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02951
IRS990EZ/CostOfGoodsSoldAmt04452
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-546
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/Form990TotalAssetsGrp/BOYAmt026685
IRS990EZ/Form990TotalAssetsGrp/EOYAmt026139
IRS990EZ/FundraisingGrossIncomeAmt018270
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0412
IRS990EZ/GrossReceiptsAmt040427
IRS990EZ/GrossSalesOfInventoryAmt04864
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01698
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt026685
IRS990EZ/NetAssetsOrFundBalancesEOYAmt026139
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt026685
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt026139
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TIM HEALY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1VERONIKA STEEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JENN RYCHLICKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3AMANDA HEALY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MICHELLE CONNOLLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LISA DELORETO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6PURNINA MOHAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP VOLUNTEERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP FUNDRAISING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5RECORDING SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DISTRICT REPRESENTATIVE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt035600
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ADVOCATING FOR STUDENTS
IRS990EZ/PrintingPublicationsPostageAmt0921
IRS990EZ/ProgramServiceRevenueAmt012644
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENT ACTIVITY FUND USED FOR ENTIRE STUDENT BODY FOR EDUCATIONAL FIELD TRIPS ASSEMBLIES AND GUEST SPEAKERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1LITERACY PROGRAM ENCOURAGE A LOVE OF READING - SCHOOL AND PARENT ENGAGEMENT - PICK A READING PARTNER PROGRAM BOOKS FOR THE SCHOOL LIBRARY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PHYSICAL WELLNESS PROGRAM PROMOTING PHYSICAL ACTIVITY WELL BEING AND SELF ESTEEM
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt019040
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11986
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt2789
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt018270
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NY
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt036521
IRS990EZ/TotalProgramServiceExpensesAmt021815
IRS990EZ/TotalRevenueAmt035975
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0PTA
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0$12219.33 EVENTS EXPENSE EVENTS TO INCLUDES SCHOOL YEARBOOKS PICTURES BOOK FAIRS FIELD TRIPS PLANT SALE AND WINTER CARNIVAL ICE CREAM SOCIAL FIRST DAY OF SCHOOL BREAKFAST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1$500 DONATIONS DONATIONS MADE TO SPECIAL EDUCATION PARENT TEACH STUDENT ASSOCIATION AND SUNDAY CLEARFIELD PUBLIC LIBRARY PROGRAM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2$20533.94 STUDENT FUND EXPENSE PROGRAMS FOR STUDENTS ACROSS ALL GRADE LEVELS TO SUPPLEMENT CLASSROOMLEARNING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3$2346.63 ADMINISTRATIVE EXPENSES STAFF AND VOLUNTEER APPRECIATION BANK CHARGES INSURANCE MEMBERSHIPS MEETING AND TRAINING
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990EZ PART 1 LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990EZ PART 1 LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990EZ PART 1 LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990EZ PART 1 LINE 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0KATHRYN E B GRISWOLD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA NY CONGRESS HEIM ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAN
ReturnHeader/Filer/EIN0161356492
ReturnHeader/Filer/PhoneNum07166268686
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.39.68.10
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0161474140
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ESTHER GULYAS TAX SERVICE INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02475 NIAGARA FALLS BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AMHERST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd014228
ReturnHeader/PreparerPersonGrp/PhoneNum07166327886
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIMOTHY J ELIASON
ReturnHeader/ReturnTs02018-11-14T17:00:03-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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Filings