Civic Intelligence

PTA Rhode Island Congress of Parents and Teachers

990EZ • Fiscal year 2024 • EIN 23-7002383

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 08, 2024

Organization ProfileRC LAPERCHE PTA
11 Limerock RdSmithfield, RI 02917

(401) 644-9954

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

49th percentile

2.5%

Higher net margin than 49% 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

66th percentile

13%

Faster asset growth than 66% of similar nonprofits.

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

Revenue Growth

38th percentile

-6.3%

Faster revenue growth than 38% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$16,603

Up $1,898 (+13%) from 2023

Net Assets

Up

$16,603

Up $1,898 (+13%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin49th percentile

Revenue

Down

$75,009

Down $5,007 (-6.3%) from 2023

Expenses

Down

$73,111

Down $13,614 (-16%) from 2023

Net Income

Up

$1,898

Up $8,607 (+128%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$30K$20K$10K$0Assets 2023: $14,705Net Assets 2023: $14,7052023Assets 2024: $16,603Net Assets 2024: $16,6032024Assets 2025: $27,632Net Assets 2025: $27,6322025

Highlighted filing

2024

Assets$16,603
Liabilities-
Net Assets$16,603
Open 2024 Filing

Operations Trend

Revenue Growth38th percentile

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

$100K$50K$0-$50KRevenue 2023: $80,016Expenses 2023: $86,725Net Income 2023: -$6,7092023Revenue 2024: $75,009Expenses 2024: $73,111Net Income 2024: $1,8982024Revenue 2025: $87,486Expenses 2025: $76,457Net Income 2025: $11,0292025

Highlighted filing

2024

Revenue$75,009
Expenses$73,111
Net Income$1,898
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 8, 2024
Return Version
2023v5.0
Gross Receipts
$75,009
Mission and Program Overview

Mission

Association serves child enrichment, school activites, field trips, and events throughout the year.

Program Services

DescriptionGrantsExpenses
ASSOCIATION SERVES CHILD ENRICHMENT, SCHOOL ACTIVITES, FIELD TRIPS, AND EVENTS THROUGHOUT THE YEAR.-$73,111
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT WHELANTrerasurer-$0--
REBECCA TRAVERSPresident-$0--
RACHEL MACHADOVice Preside-$0--
JENN SHAFERRecording Se-$0--
JESSICA GEMMACorrespondin-$0--
ARINNA GRISTCorrespondin-$0--
Filing and Contact Details

Filer

Filer Name
Pta Rhode Island Congress of
EIN
23-7002383
Phone
4016449954
Address
11 LIMEROCK RD, SMITHFIELD, RI 02917

Signing Officer

Name
Robert Whelan
Title
Trerasurer
Phone
4016449954
Signed
2024-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Bailey & Company Inc
Address
509 PUTNAM PIKE, GREENVILLE, RI 02828-3004
Preparer
Steven M Bailey CPA Mst
Phone
4019493800
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses program expenses 73,111 total 73,111”

Form 990-ez, Part III

“Association serves child enrichment, school activites, field trips, and events throughout the year.”

Raw XML Appendix142 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/PersonNm0ROBERT WHELAN
IRS990EZ/BooksInCareOfDetail/PhoneNum04016449954
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt025 CREST CIR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SMITHFIELD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0RI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002917
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt014705
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt016603
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt05506
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01898
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt014705
IRS990EZ/Form990TotalAssetsGrp/EOYAmt016603
IRS990EZ/GrossReceiptsAmt075009
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt014705
IRS990EZ/NetAssetsOrFundBalancesEOYAmt016603
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt014705
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt016603
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt53.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROBERT WHELAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1REBECCA TRAVERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RACHEL MACHADO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JENN SHAFER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JESSICA GEMMA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ARINNA GRIST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRERASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3RECORDING SE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CORRESPONDIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5CORRESPONDIN
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt073111
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ASSOCIATION SERVES CHILD ENRICHMENT, SCHOOL ACTIVITES, FIELD TRIPS, AND EVENTS THROUGHOUT THE YEAR.
IRS990EZ/ProgramServiceRevenueAmt069503
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ASSOCIATION SERVES CHILD ENRICHMENT, SCHOOL ACTIVITES, FIELD TRIPS, AND EVENTS THROUGHOUT THE YEAR.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt073111
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt073111
IRS990EZ/TotalProgramServiceExpensesAmt073111
IRS990EZ/TotalRevenueAmt075009
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0RC LAPERCHE PTA
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt01
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0056000512
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt01
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt01
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0SMITHFIELD PUBLIC SCHOOLS
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES PROGRAM EXPENSES 73,111 TOTAL 73,111
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ASSOCIATION SERVES CHILD ENRICHMENT, SCHOOL ACTIVITES, FIELD TRIPS, AND EVENTS THROUGHOUT THE YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT WHELAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRERASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04016449954
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA RHODE ISLAND CONGRESS OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PARENTS AND TEACHERS
ReturnHeader/Filer/BusinessNameControlTxt0PTAR
ReturnHeader/Filer/EIN0237002383
ReturnHeader/Filer/PhoneNum04016449954
ReturnHeader/Filer/USAddress/AddressLine1Txt011 LIMEROCK RD
ReturnHeader/Filer/USAddress/CityNm0SMITHFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0RI
ReturnHeader/Filer/USAddress/ZIPCd002917
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0050469131
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAILEY & COMPANY INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0509 PUTNAM PIKE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREENVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0RI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0028283004
ReturnHeader/PreparerPersonGrp/PhoneNum04019493800
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN M BAILEY CPA MST
ReturnHeader/ReturnTs02024-11-11T10:55:46-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,603
Liabilities
-
Net assets
$16,603
Revenue
$75,009
Expenses
$73,111
Net income
$1,898
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$27.6$27.6$87.5$76.5$11.0
2024Detailed filing. Detailed filing data is available for this year.$16.6$16.6$75.0$73.1$1.90
2023Detailed filing. Detailed filing data is available for this year.$14.7$14.7$80.0$86.7$6.71