Civic Intelligence

PTA Ny Congress 10-249 Walt Whitman

990EZ • Fiscal year 2023 • EIN 23-7151249

Jul 01, 2022 to Jun 30, 2023 • Filed on Aug 16, 2023

Organization ProfileN/A
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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

56th percentile

6.4%

Higher net margin than 56% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

54th percentile

3.2%

Faster asset growth than 54% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

69th percentile

26%

Faster revenue growth than 69% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$89,295

Up $2,791 (+3.2%) from 2022

Net Assets

Up

$89,295

Up $2,791 (+3.2%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin56th percentile

Revenue

Up

$43,554

Up $8,884 (+26%) from 2022

Expenses

Up

$40,763

Up $7,273 (+22%) from 2022

Net Income

Up

$2,791

Up $1,611 (+137%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

2023

Assets$89,295
Liabilities$0
Net Assets$89,295
Open 2023 Filing

Operations Trend

Revenue Growth69th percentile

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

2023

Revenue$43,554
Expenses$40,763
Net Income$2,791
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Aug 16, 2023
Return Version
2022v5.0
Gross Receipts
$110,683
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-$67,129
ENRICHMENT AND COMMUNITY ACTIVITIES FOR ALL STUDENTS, FAMILIES AND FACULTY-$37,710
NONE--
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Inna RyuCo PresidentPT$0--
Melissa FormanCo PresidentPT$0--
Sunita HansrajTreasurerPT$0--
Lauren GramSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
8$107,627$107,627$67,129$40,498
Total Events$107,627$107,627$67,129$40,498
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
President
Signed
2023-08-16
Discuss with paid preparer
No

Preparer

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

Additional Explanations

Description of other expenses Part I line 16

“Description AmountAWARDS 300PRINTING 450DUES 750ENRICHMENT/COMMUNITY 36,960INSURANCE 350MEETING, WORKSHOPS, CONVENTIONS 123SUPPLIES 380ADMINISTRATIVE 900”

Raw XML Appendix171 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/PersonNm0Sunita Hansraj
IRS990EZ/BooksInCareOfDetail/PhoneNum05163645823
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0482 Woodbury Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Woodbury
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd011797
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt086504
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt089295
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0252
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02791
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0550
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt086504
IRS990EZ/Form990TotalAssetsGrp/EOYAmt089295
IRS990EZ/FundraisingGrossIncomeAmt0107627
IRS990EZ/GrossReceiptsAmt0110683
IRS990EZ/GroupExemptionNum01258
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt011
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02793
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt086504
IRS990EZ/NetAssetsOrFundBalancesEOYAmt089295
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt086504
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt089295
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt120.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt215.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Inna Ryu
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Melissa Forman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Sunita Hansraj
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/OtherExpensesTotalAmt040213
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/ProgramServiceExpensesAmt037710
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt167129
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt067129
IRS990EZ/SpecialEventsNetIncomeLossAmt040498
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt040763
IRS990EZ/TotalProgramServiceExpensesAmt0104839
IRS990EZ/TotalRevenueAmt043554
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03045
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt07531
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt012509
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03059
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt026144
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt010
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt09
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt019
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0107627
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt077492
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt036016
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0188935
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0410070
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt010
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt09
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt019
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0436214
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0110672
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt085023
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt048525
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0191994
IRS990ScheduleA/Total509Grp/TotalAmt0436214
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0110682
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt085032
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt048525
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0191994
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0436233
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt067129
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm08
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0107627
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0107627
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0107627
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0107627
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt040498
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt067129
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt067129
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountAWARDS 300PRINTING 450DUES 750ENRICHMENT/COMMUNITY 36,960INSURANCE 350MEETING, WORKSHOPS, CONVENTIONS 123SUPPLIES 380ADMINISTRATIVE 900
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Melissa Forman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-16
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/PreparationDt02023-09-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Peggy Koestner
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-09-06T17:47:31-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Melissa
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Forman
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$89,295
Liabilities
$0
Net assets
$89,295
Revenue
$43,554
Expenses
$40,763
Net income
$2,791
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$76.7$0.00$76.7$75.8$84.9$9.05
2024Detailed filing. Detailed filing data is available for this year.$85.7$0.00$85.7$55.4$59.0$3.59
2023Detailed filing. Detailed filing data is available for this year.$89.3$0.00$89.3$43.6$40.8$2.79
2022Detailed filing. Detailed filing data is available for this year.$86.5$0.00$86.5$34.7$33.5$1.18
2020Detailed filing. Detailed filing data is available for this year.$86.9$86.9$27.8$18.0$9.78
2019Detailed filing. Detailed filing data is available for this year.$77.1$77.1$51.2$48.5$2.68
2018Detailed filing. Detailed filing data is available for this year.$74.4$0.00$74.4$43.5$44.8$1.29
2017Detailed filing. Detailed filing data is available for this year.$75.7$0.00$75.7$48.6$42.9$5.70