Civic Intelligence

New York Congress Anna S Kuhl School PTA

990 • Fiscal year 2018 • EIN 22-3007249

Jul 01, 2017 to Jun 30, 2018 • Filed on Sep 12, 2018

10 Route 209Port Jervis, NY 12771

(845) 858-3100

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

54th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

27th percentile

-7.6%

Higher net margin than 27% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

32nd percentile

-7.8%

Faster asset growth than 32% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

48th percentile

0.1%

Faster revenue growth than 48% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$22,500

Down $1,910 (-7.8%) from 2017

Net Assets

Down

$22,500

Down $1,910 (-7.8%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$24,986

Up $25 (+0.1%) from 2017

Expenses

Down

$26,896

Down $11,620 (-30%) from 2017

Net Income

Up

-$1,910

Up $11,645 (+86%) from 2017

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2012: $38,691Liabilities 2012: $0Net Assets 2012: $38,6912012Assets 2013: $17,807Liabilities 2013: $0Net Assets 2013: $17,8072013Assets 2014: $24,061Liabilities 2014: $0Net Assets 2014: $24,0612014Assets 2015: $26,765Liabilities 2015: $0Net Assets 2015: $26,7652015Assets 2016: $37,965Liabilities 2016: $0Net Assets 2016: $37,9652016Assets 2017: $24,410Liabilities 2017: $0Net Assets 2017: $24,4102017Assets 2018: $22,500Liabilities 2018: $0Net Assets 2018: $22,5002018Assets 2019: $26,199Liabilities 2019: $0Net Assets 2019: $26,1992019Assets 2020: $30,763Liabilities 2020: $0Net Assets 2020: $30,7632020Assets 2021: $21,679Liabilities 2021: $0Net Assets 2021: $21,6792021Assets 2022: $33,509Liabilities 2022: $0Net Assets 2022: $33,5092022Assets 2023: $37,524Liabilities 2023: $0Net Assets 2023: $37,5242023Assets 2024: $29,881Liabilities 2024: $0Net Assets 2024: $29,8812024Assets 2025: $15,972Liabilities 2025: $0Net Assets 2025: $15,9722025

Highlighted filing

2018

Assets$22,500
Liabilities$0
Net Assets$22,500

Operations Trend

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

$100K$50K$0-$50KRevenue 2012: $30,536Expenses 2012: $22,103Net Income 2012: $8,4332012Revenue 2013: $18,134Expenses 2013: $39,018Net Income 2013: -$20,8842013Revenue 2014: $32,150Expenses 2014: $25,896Net Income 2014: $6,2542014Revenue 2015: $27,758Expenses 2015: $25,054Net Income 2015: $2,7042015Revenue 2016: $34,528Expenses 2016: $23,328Net Income 2016: $11,2002016Revenue 2017: $24,961Expenses 2017: $38,516Net Income 2017: -$13,5552017Revenue 2018: $24,986Expenses 2018: $26,896Net Income 2018: -$1,9102018Revenue 2019: $29,586Expenses 2019: $25,887Net Income 2019: $3,6992019Revenue 2020: $22,271Expenses 2020: $17,707Net Income 2020: $4,5642020Revenue 2021: $598Expenses 2021: $9,682Net Income 2021: -$9,0842021Revenue 2022: $26,348Expenses 2022: $14,518Net Income 2022: $11,8302022Revenue 2023: $61,045Expenses 2023: $57,030Net Income 2023: $4,0152023Revenue 2024: $28,103Expenses 2024: $35,746Net Income 2024: -$7,6432024Revenue 2025: $21,913Expenses 2025: $35,822Net Income 2025: -$13,9092025

Highlighted filing

2018

Revenue$24,986
Expenses$26,896
Net Income-$1,910
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Sep 12, 2018
Return Version
2017v2.3
Gross Receipts
$72,406
Mission and Program Overview

Mission

To bring together parents and teachers to improve their school by increased communication, fundraising and recognition of outstanding achievements of teachers and students.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$24,410$22,500▼ $1,910
Total Assets$24,410$22,500▼ $1,910
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$24,410$22,500▼ $1,910
Total Net Assets Fund Balance$24,410$22,500▼ $1,910
Total Liabilities and Net Assets / Fund Balance$24,410$22,500▼ $1,910
Compensation and Service Providers

Board Members and Trustees

NameTitle
Kayla FinanPresident
Kellie MarkleSecretary
Heather BeebeTreasurer
Tanya PrespareVice Pres.
Revenue and Support

Revenue Composition

Contributions and Grants
$1,355
Program Service Revenue
$0
Investment Income
$3
Other Revenue
$23,628
All Other Contributions
$173
Change in Net Assets
$-1,910
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$26,896
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Office Expenses$751--$751
Fees for Services Accounting$750--$750
Other Expenses$300--$300
Total Functional Expenses$26,896$0$0$26,896
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$71,048
Fundraising Direct Expenses$47,420
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Yankee Candle$21,046$21,046$10,984$10,062
Scholastic Book$15,469$15,469$12,862$2,607
Total Events$58,173$58,173$37,451$20,722
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
Backup withholding compliance
No
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
No
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 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
New York Congress Anna S Kuhl
EIN
22-3007249
Address
10 ROUTE 209, PORT JERVIS, NY 12771

Signing Officer

Name
Kayla Finan
Title
President
Signed
2018-09-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kayla Finan
Legal Domicile
Ny
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
Kkb & N Cpas
Address
20 GROVE STREET, MIDDLETOWN, NY 10940
Preparer
Joseph J Neenan CPA
Phone
8453425818
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

To bring together parents and teachers to improve their school by increased communication, fundraising and recognition of outstanding achievements of teachers and students.

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

To bring together parents and teachers to improve their school.

Raw XML Appendix292 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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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRES.
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
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IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingDirectExpensesAmt047420
IRS990/FundraisingGrossIncomeAmt071048
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt072406
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
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IRS990/IndoorTanningServicesInd0false
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IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NY
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
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IRS990/MembershipDuesAmt01182
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
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IRS990/NetAssetsOrFundBalancesEOYAmt022500
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IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ProgramServicesAmt0751
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IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
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IRS990/OtherExpensesGrp/Desc2MISC. DONATIONS
IRS990/OtherExpensesGrp/ProgramServicesAmt022563
IRS990/OtherExpensesGrp/ProgramServicesAmt12532
IRS990/OtherExpensesGrp/ProgramServicesAmt2300
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IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
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IRS990/PYRevenuesLessExpensesAmt0-13555
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IRS990/ReconcilationRevenueExpnssAmt0-1910
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IRS990/RelatedOrganizationCtrlEntInd0false
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IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO BRING TOGETHER PARENTS AND TEACHERS TO IMPROVE THEIR SCHOOL BY INCREASED COMMUNICATION, FUNDRAISING AND RECOGNITION OF OUTSTANDING ACHIEVEMENTS OF TEACHERS AND STUDENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO BRING TOGETHER PARENTS AND TEACHERS TO IMPROVE THEIR SCHOOL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KAYLA FINAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NEW YORK CONGRESS ANNA S KUHL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0NEWY
ReturnHeader/Filer/EIN0223007249
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ReturnHeader/Filer/USAddress/ZIPCd012771
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ReturnHeader/FilingSecurityInformation/IPDt02018-09-25
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm012:51:55
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061309551
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MIDDLETOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010940
ReturnHeader/PreparerPersonGrp/PhoneNum08453425818
ReturnHeader/PreparerPersonGrp/PreparationDt02018-09-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH J NEENAN CPA
ReturnHeader/ReturnTs02018-09-25T13:51:55-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$16.0$0.00$16.0$21.9$35.8$13.9
2024Detailed filing. Detailed filing data is available for this year.$29.9$0.00$29.9$28.1$35.7$7.64
2023Detailed filing. Detailed filing data is available for this year.$37.5$0.00$37.5$61.0$57.0$4.02
2022Detailed filing. Detailed filing data is available for this year.$33.5$0.00$33.5$26.3$14.5$11.8
2021Detailed filing. Detailed filing data is available for this year.$21.7$0.00$21.7$0.60$9.68$9.08
2020Detailed filing. Detailed filing data is available for this year.$30.8$0.00$30.8$22.3$17.7$4.56
2019Detailed filing. Detailed filing data is available for this year.$26.2$0.00$26.2$29.6$25.9$3.70
2018Detailed filing. Detailed filing data is available for this year.$22.5$0.00$22.5$25.0$26.9$1.91
2017Detailed filing. Detailed filing data is available for this year.$24.4$0.00$24.4$25.0$38.5$13.6
2016Detailed filing. Detailed filing data is available for this year.$38.0$0.00$38.0$34.5$23.3$11.2
2015Detailed filing. Detailed filing data is available for this year.$26.8$0.00$26.8$27.8$25.1$2.70
2014Detailed filing. Detailed filing data is available for this year.$24.1$0.00$24.1$32.2$25.9$6.25
2013Summary only. Only limited summary data is available for this year.$17.8$0.00$17.8$18.1$39.0$20.9
2012Summary only. Only limited summary data is available for this year.$38.7$0.00$38.7$30.5$22.1$8.43