Civic Intelligence

PTA Ny Congress 10-249 Walt Whitman

990EZ • Fiscal year 2022 • EIN 23-7151249

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 14, 2022

482 Woodbury RoadWoodbury, NY 11797

(516) 364-5823

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

48th percentile

3.4%

Higher net margin than 48% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

46th percentile

-0.2%

Faster asset growth than 46% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2022

Revenue Growth

52nd percentile

12%

Faster revenue growth than 52% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2022

Assets

Down

$86,504

Down $378 (-0.4%) from 2020

Net Assets

Down

$86,504

Down $378 (-0.4%) from 2020

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

Up

$34,670

Up $6,840 (+25%) from 2020

Expenses

Up

$33,490

Up $15,441 (+86%) from 2020

Net Income

Down

$1,180

Down $8,601 (-88%) from 2020

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2017: $75,710Liabilities 2017: $0Net Assets 2017: $75,7102017Assets 2018: $74,425Liabilities 2018: $0Net Assets 2018: $74,4252018Assets 2019: $77,101Net Assets 2019: $77,1012019Assets 2020: $86,882Net Assets 2020: $86,8822020Assets 2022: $86,504Liabilities 2022: $0Net Assets 2022: $86,5042022Assets 2023: $89,295Liabilities 2023: $0Net Assets 2023: $89,2952023Assets 2024: $85,706Liabilities 2024: $0Net Assets 2024: $85,7062024Assets 2025: $76,658Liabilities 2025: $0Net Assets 2025: $76,6582025

Highlighted filing

2022

Assets$86,504
Liabilities$0
Net Assets$86,504

Operations Trend

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

$100K$50K$0-$50KRevenue 2017: $48,642Expenses 2017: $42,941Net Income 2017: $5,7012017Revenue 2018: $43,517Expenses 2018: $44,802Net Income 2018: -$1,2852018Revenue 2019: $51,192Expenses 2019: $48,516Net Income 2019: $2,6762019Revenue 2020: $27,830Expenses 2020: $18,049Net Income 2020: $9,7812020Revenue 2022: $34,670Expenses 2022: $33,490Net Income 2022: $1,1802022Revenue 2023: $43,554Expenses 2023: $40,763Net Income 2023: $2,7912023Revenue 2024: $55,428Expenses 2024: $59,017Net Income 2024: -$3,5892024Revenue 2025: $75,832Expenses 2025: $84,880Net Income 2025: -$9,0482025

Highlighted filing

2022

Revenue$34,670
Expenses$33,490
Net Income$1,180
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 14, 2022
Return Version
2021v4.2
Gross Receipts
$85,032
Mission and Program Overview

Mission

CHILD ADVOCACY

Program Services

DescriptionGrantsExpenses
FUNDRAISING ACTIVITIES TO PROVIDE FOR ENRICHMENT/EDUCATIONAL COMMUNITY ACTIVITIES FOR ALL STUDENT FAMILIES AND FACULTY-$50,362
ENRICHMENT AND COMMUNITY ACTIVITIES FOR ALL STUDENTS, FAMILIES AND FACULTY-$30,747
NONE--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jacqueline BraunsteinCo PresidentPT$0--
Melissa FormanCo PresidentPT$0--
Theresa SeedorfTreasurerPT$0--
Lauren GramSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
6$77,492$77,492$50,362$27,130
Total Events$77,492$77,492$50,362$27,130
Filing and Contact Details

Filer

Filer Name
PTA NY Congress 10-249 Walt Whitman
EIN
23-7151249
Address
482 WOODBURY ROAD, Woodbury, NY 11797

Signing Officer

Name
Melissa Forman
Title
Co President
Signed
2022-11-14
Discuss with paid preparer
No

Preparer

Firm
Koestner & Associates LLC
Address
PO Box 347, Syosset, NY 11791
Preparer
Margaret Koestner
Phone
5163644047
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

Description AmountAWARDS 879PRINTING 450DUES 750ENRICHMENT/COMMUNITY 29,418INSURANCE 350MEETING, WORKSHOPS, CONVENTIONS 17SUPPLIES 1,040WEBSITE 24ADMINISTRATIVE 412

Raw XML Appendix165 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/BooksInCareOfDetail/PersonNm0Theresa Seedorf
IRS990EZ/BooksInCareOfDetail/PhoneNum05163645823
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0482 Woodbury Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Woodbury
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd011797
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt085324
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt086504
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt05000
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01180
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0150
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/GrossReceiptsAmt085032
IRS990EZ/GroupExemptionNum01258
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02531
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jacqueline Braunstein
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Melissa Forman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Theresa Seedorf
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Lauren Gram
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Co President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Co President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt033340
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHILD ADVOCACY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0NONE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ENRICHMENT AND COMMUNITY ACTIVITIES FOR ALL STUDENTS, FAMILIES AND FACULTY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2FUNDRAISING ACTIVITIES TO PROVIDE FOR ENRICHMENT/EDUCATIONAL COMMUNITY ACTIVITIES FOR ALL STUDENT FAMILIES AND FACULTY
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt030747
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt150362
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt050362
IRS990EZ/SpecialEventsNetIncomeLossAmt027130
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt033490
IRS990EZ/TotalProgramServiceExpensesAmt081109
IRS990EZ/TotalRevenueAmt034670
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt07531
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt012509
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03059
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01775
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt024874
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt077492
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt036016
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0188935
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0162707
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0465150
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0490024
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt085023
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt048525
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0191994
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0164482
IRS990ScheduleA/Total509Grp/TotalAmt0490024
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt085023
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt048525
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0191994
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0164482
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0490024
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt050362
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm06
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt077492
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt077492
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt077492
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt027130
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt050362
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt050362
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountAWARDS 879PRINTING 450DUES 750ENRICHMENT/COMMUNITY 29,418INSURANCE 350MEETING, WORKSHOPS, CONVENTIONS 17SUPPLIES 1,040WEBSITE 24ADMINISTRATIVE 412
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Melissa Forman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Co President
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA NY Congress 10-249 Walt Whitman
ReturnHeader/Filer/BusinessNameControlTxt0PTAN
ReturnHeader/Filer/EIN0237151249
ReturnHeader/Filer/USAddress/AddressLine1Txt0482 WOODBURY ROAD
ReturnHeader/Filer/USAddress/CityNm0Woodbury
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011797
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201461656
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Koestner & Associates LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 347
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Syosset
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011791
ReturnHeader/PreparerPersonGrp/PhoneNum05163644047
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Margaret Koestner
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-11-14T08:26:25-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Melissa
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Forman
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

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Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)3 • <$500k nonprofits