Civic Intelligence

PTA New York Congress

990EZ • Fiscal year 2014 • EIN 23-7005989

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 30, 2014

512 Albany Shaker Road12211

(518) 859-7043

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

65th percentile

11%

Higher net margin than 65% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

73rd percentile

22%

Faster asset growth than 73% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

95th percentile

168%

Faster revenue growth than 95% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$23,294

Up $4,214 (+22%) from 2013

Net Assets

Up

$23,294

Up $4,214 (+22%) from 2013

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

Up

$39,509

Up $24,768 (+168%) from 2013

Expenses

Up

$35,295

Up $30,019 (+569%) from 2013

Net Income

Down

$4,214

Down $5,251 (-55%) from 2013

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2013: $19,080Net Assets 2013: $19,0802013Assets 2014: $23,294Liabilities 2014: $0Net Assets 2014: $23,2942014Assets 2015: $24,322Liabilities 2015: $0Net Assets 2015: $24,3222015Assets 2016: $28,180Liabilities 2016: $0Net Assets 2016: $28,1802016Assets 2017: $19,498Liabilities 2017: $0Net Assets 2017: $19,4982017Assets 2019: $26,853Liabilities 2019: $0Net Assets 2019: $26,8532019Assets 2020: $33,564Liabilities 2020: $0Net Assets 2020: $33,5642020Assets 2023: $26,574Liabilities 2023: $0Net Assets 2023: $26,5742023Assets 2024: $33,651Liabilities 2024: $0Net Assets 2024: $33,6512024Assets 2025: $27,891Liabilities 2025: $0Net Assets 2025: $27,8912025

Highlighted filing

2014

Assets$23,294
Liabilities$0
Net Assets$23,294

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2013: $14,741Expenses 2013: $5,276Net Income 2013: $9,4652013Revenue 2014: $39,509Expenses 2014: $35,295Net Income 2014: $4,2142014Revenue 2015: $31,581Expenses 2015: $30,553Net Income 2015: $1,0282015Revenue 2016: $34,356Expenses 2016: $30,498Net Income 2016: $3,8582016Revenue 2017: $27,235Expenses 2017: $35,917Net Income 2017: -$8,6822017Revenue 2019: $32,500Expenses 2019: $24,024Net Income 2019: $8,4762019Revenue 2020: $31,108Expenses 2020: $24,397Net Income 2020: $6,7112020Revenue 2023: $36,642Expenses 2023: $40,935Net Income 2023: -$4,2932023Revenue 2024: $33,175Expenses 2024: $26,098Net Income 2024: $7,0772024Revenue 2025: $36,700Expenses 2025: $42,460Net Income 2025: -$5,7602025

Highlighted filing

2014

Revenue$39,509
Expenses$35,295
Net Income$4,214
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 30, 2014
Return Version
2013v3.0
Gross Receipts
$65,639
Mission and Program Overview

Mission

support education and welfare and health of children

Program Services

DescriptionGrantsExpenses
Provided special events such as cultural enrichments and student life enrichment programs$0$11,220
Provided family and community enrichment activities$0$2,533
Provided Parents as Reading Partners Program$0$1,136
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kelly MatejaPresidentPT$0--
Jamie SbardellaVice President-$0--
Rhonda BachmanVice President-$0--
Jennifer DwireTreasurerPT$0--
Kristen DenceRecording Secretary-$0--
Karen ElkCorresponding Secretary-$0--
Jill TerryVice President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$8,257$8,257$4,089$4,168
Event 2$7,400$7,400$3,630$3,770
Total Events$15,657$15,657$7,719$7,938
Filing and Contact Details

Filer

EIN
23-7005989
Phone
5188597043

Signing Officer

Name
Tricia Savoca
Title
President
Phone
5183688538
Signed
2014-10-30
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10

Grants to the school district to purchase certain items. In addition three scholarships per year are funded and granted.

Form 990-EZ, Part I, Line 16

Description;Amount^Liability Insurance;235|Welfare;195|Program Expenses;14889|Bank Fees;40|Check Stock;21|Homeroom Startup Student Teacher Agendas;2874|Hospitality at PTA Meetings and Events;177|PTA Dues and Membership expense;1334|PTA Officer Training and Programs;150|Quickbooks Software;233|Babysitting at PTA Meetings;40|Appreciation Gifts;422|Staff Appreciation Events;954|Student Recognition Events;431^Total;21995^

Raw XML Appendix226 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
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IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Jennifer Murray Treasurer
IRS990EZ/BooksInCareOfDetail/PhoneNum05188597043
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10512 Albany Shaker Road
IRS990EZ/BooksInCareOfDetail/USAddress/City0Albany
IRS990EZ/BooksInCareOfDetail/USAddress/State0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode012211
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt019080
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt023294
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt06050
IRS990EZ/CostOfGoodsSoldAmt017803
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IRS990EZ/DirectIndirectPltclExpendAmt00
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IRS990EZ/FeesAndOtherPymtToIndCntrctAmt08698
IRS990EZ/FiledScheduleAInd01
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IRS990EZ/GamingGrossIncomeAmt09553
IRS990EZ/GrantsAndSimilarAmountsPaidAmt03656
IRS990EZ/GrossProfitLossSlsOfInvntryAmt02358
IRS990EZ/GrossReceiptsAmt065639
IRS990EZ/GrossSalesOfInventoryAmt020161
IRS990EZ/GroupExemptionNum01258
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/LandAndBuildingsGrp/BOYAmt00
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IRS990EZ/LobbyingActivitiesInd00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Kelly Mateja
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jamie Sbardella
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Rhonda Bachman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jennifer Dwire
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Kristen Dence
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Karen Elk
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Jill Terry
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Recording Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Corresponding Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Vice President
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt021995
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0support education and welfare and health of children
IRS990EZ/PrintingPublicationsPostageAmt0946
IRS990EZ/ProgramServiceRevenueAmt013095
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provided special events such as cultural enrichments and student life enrichment programs
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Provided Parents as Reading Partners Program
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Provided family and community enrichment activities
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt011220
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11136
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22533
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt08327
IRS990EZ/SpecialEventsNetIncomeLossAmt017963
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt035295
IRS990EZ/TotalProgramServiceExpensesAmt014889
IRS990EZ/TotalRevenueAmt039509
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt06050
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01089
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02732
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt09871
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt043
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt055
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt038
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0136
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt059546
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt063741
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt069935
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0193222
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt043
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt055
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt038
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0136
IRS990ScheduleA/InvestmentIncomeCYPct00.00067
IRS990ScheduleA/InvestmentIncomePYPct00.0007
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99933
IRS990ScheduleA/PublicSupportPY509Pct00.9993
IRS990ScheduleA/PublicSupportTotal509Amt0203093
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt065596
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt064830
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt072667
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/Total509Grp/TotalAmt0203093
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt065639
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt064885
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt072705
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0203229
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt07719
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt08257
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt07400
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt015657
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt08257
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt07400
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt015657
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0Krauses
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0City Books
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt07938
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt07719
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04089
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03630
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Grants to the school district to purchase certain items. In addition three scholarships per year are funded and granted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description;Amount^Liability Insurance;235|Welfare;195|Program Expenses;14889|Bank Fees;40|Check Stock;21|Homeroom Startup Student Teacher Agendas;2874|Hospitality at PTA Meetings and Events;177|PTA Dues and Membership expense;1334|PTA Officer Training and Programs;150|Quickbooks Software;233|Babysitting at PTA Meetings;40|Appreciation Gifts;422|Staff Appreciation Events;954|Student Recognition Events;431^Total;21995^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Tricia Savoca
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum05183688538
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine10Shaker Road Elementary Parent Teacher Assoc
ReturnHeader/Filer/BusinessNameControlTxt0SHAK
ReturnHeader/Filer/EIN0237005989
ReturnHeader/Filer/PhoneNum05188597043
ReturnHeader/Filer/USAddress/AddressLine10512 Albany Shaker Road
ReturnHeader/Filer/USAddress/City0Albany
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode012211
ReturnHeader/ReturnTs02014-10-30T19:05:54-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

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