Civic Intelligence

PTA New York Congress

990EZ • Fiscal year 2024 • EIN 16-1410469

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 09, 2024

181 Hulburt RoadFairport, NY 14450

(585) 421-2170

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

47th percentile

1.6%

Higher net margin than 47% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

50th percentile

1.1%

Faster asset growth than 50% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

76th percentile

31%

Faster revenue growth than 76% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$69,479

Up $776 (+1.1%) from 2023

Net Assets

Up

$69,479

Up $776 (+1.1%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$49,904

Up $11,862 (+31%) from 2023

Expenses

Up

$49,128

Up $1,485 (+3.1%) from 2023

Net Income

Up

$776

Up $10,377 (+108%) from 2023

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2011: $22,026Net Assets 2011: $22,0262011Assets 2012: $11,641Net Assets 2012: $11,6412012Assets 2013: $13,864Net Assets 2013: $13,8642013Assets 2016: $25,318Liabilities 2016: $02016Assets 2017: $36,692Liabilities 2017: $0Net Assets 2017: $36,6922017Assets 2022: $78,304Liabilities 2022: $0Net Assets 2022: $78,3042022Assets 2023: $68,703Liabilities 2023: $0Net Assets 2023: $68,7032023Assets 2024: $69,479Net Assets 2024: $69,4792024Assets 2025: $76,463Net Assets 2025: $76,4632025

Highlighted filing

2024

Assets$69,479
Liabilities-
Net Assets$69,479

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $21,233Expenses 2011: $23,039Net Income 2011: -$1,8062011Revenue 2012: $25,002Expenses 2012: $35,387Net Income 2012: -$10,3852012Revenue 2013: $20,786Expenses 2013: $18,563Net Income 2013: $2,2232013Revenue 2016: $61,929Expenses 2016: $84,194Net Income 2016: -$22,2652016Revenue 2017: $37,529Expenses 2017: $26,155Net Income 2017: $11,3742017Revenue 2022: $55,885Expenses 2022: $32,211Net Income 2022: $23,6742022Revenue 2023: $38,042Expenses 2023: $47,643Net Income 2023: -$9,6012023Revenue 2024: $49,904Expenses 2024: $49,128Net Income 2024: $7762024Revenue 2025: $71,688Expenses 2025: $64,704Net Income 2025: $6,9842025

Highlighted filing

2024

Revenue$49,904
Expenses$49,128
Net Income$776
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 9, 2024
Return Version
2023v5.1
Gross Receipts
$84,054
Mission and Program Overview

Mission

Enrich learning experience of approximately 650 elementary school students

Enrich the learning experience of approximately 550 elementary school students

Program Services

DescriptionGrantsExpenses
Book Vending Machine - 5000Program services including school spirit, picnic, reading incentives$0$16,094
After school learning and social activities such asSTEAM Faire, 5th grade memory book, 5th grade finaleand ice cream social$0$11,085
Classroom donations and learning enrichment during theschool hours including International Day, Colonial Day,Positive Behavioral Intervention Support, Author visit$0$10,958
Teacher / Staff / Volunteer Recognition$0$9,629
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rachel RayburnCo-PresidentPT$0--
Lindsey SchwartzCo-PresidentPT$0--
Elizabeth BrandtVice PresidentPT$0--
Rachel WiesnerTreasurerPT$0--
Ellen FiordelisoSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
PTA New York Congress
EIN
16-1410469
Phone
5854212170
Address
181 Hulburt Road, Fairport, NY 14450

Signing Officer

Name
Rachel Wiesner
Title
Treasurer
Phone
5854212170
Signed
2024-11-09

Preparer

Firm
Pelletier Acctg & Tax Svc Inc
Address
PO Box 252, Fairport, NY 14450
Preparer
Lisa Rishell-Pelletier EA
Phone
5852233290
Supplemental Narrative

Additional Explanations

Pt III, Line 31

Book Vending Machine - 5000

Pt III, Line 31

Program services including school spirit, picnic, reading incentives

Form 990EZ, Part I, Line 16

Program Services 47766.

Form 990EZ, Part I, Line 16

Software 270.

Form 990EZ, Part I, Line 16

Insurance 350.

Form 990EZ, Part I, Line 16

Office Supplies 742.

Raw XML Appendix184 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/PersonNm0Rachel Wiesner
IRS990EZ/BooksInCareOfDetail/PhoneNum05857373840
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt040 Misty Pine Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Fairport
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd014450
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt068703
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt069479
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt051
IRS990EZ/CostOfGoodsSoldAmt03953
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0776
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt068703
IRS990EZ/Form990TotalAssetsGrp/EOYAmt069479
IRS990EZ/FundraisingGrossIncomeAmt077943
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt01768
IRS990EZ/GrossReceiptsAmt084054
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GrossSalesOfInventoryAmt05721
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt03
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0336
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt068703
IRS990EZ/NetAssetsOrFundBalancesEOYAmt069479
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt068703
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt069479
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
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/PersonNm0Rachel Rayburn
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Lindsey Schwartz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Elizabeth Brandt
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Rachel Wiesner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Ellen Fiordeliso
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Co-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Co-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt049128
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Enrich the learning experience of approximately 550 elementary school students
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0After school learning and social activities such asSTEAM Faire, 5th grade memory book, 5th grade finaleand ice cream social
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Classroom donations and learning enrichment during theschool hours including International Day, Colonial Day,Positive Behavioral Intervention Support, Author visit
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Teacher / Staff / Volunteer Recognition
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Book Vending Machine - 5000Program services including school spirit, picnic, reading incentives
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt30
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt011085
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt110958
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt29629
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt316094
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt030197
IRS990EZ/SpecialEventsNetIncomeLossAmt047746
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt049128
IRS990EZ/TotalProgramServiceExpensesAmt047766
IRS990EZ/TotalRevenueAmt049904
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.brookshillschool.ch2v.com
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0387
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt076740
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt060770
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt055297
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02470
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0195664
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt03
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt083664
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt06127
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt03743
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt021817
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt026841
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0142192
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt03
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0337856
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt084051
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt082867
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt064513
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt077114
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt029311
IRS990ScheduleA/Total509Grp/TotalAmt0337856
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0337859
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Book Vending Machine - 5000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Program services including school spirit, picnic, reading incentives
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Program Services 47766.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Software 270.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance 350.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Office Supplies 742.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Rachel Wiesner
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05854212170
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA New York Congress
ReturnHeader/Filer/BusinessNameControlTxt0PTAN
ReturnHeader/Filer/EIN0161410469
ReturnHeader/Filer/PhoneNum05854212170
ReturnHeader/Filer/USAddress/AddressLine1Txt0181 Hulburt Road
ReturnHeader/Filer/USAddress/CityNm0Fairport
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014450
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0161570222
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Pelletier Acctg & Tax Svc Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 252
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Fairport
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd014450
ReturnHeader/PreparerPersonGrp/PhoneNum05852233290
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lisa Rishell-Pelletier EA
ReturnHeader/ReturnTs02024-11-15T08:44:28-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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Filings