Civic Intelligence

Grant D Morse PTA

EIN 23-7334903 • 501(c)3 • Saugerties, NY

Profile

The Grant D. Morse PTA helps build a sense of community among parents, teachers, and the 300+ students, many of whom live beneath the poverty line. We organize community events, family-oriented activities, and collaborative projects that bring people together. This sense of community fosters a supportive network, promotes school spirit, and strengthens the overall school culture.

70 Harry Wells RoadSaugerties, NY 12477
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

17th percentile

-35%

Higher net margin than 17% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

67th percentile

9.4%

Faster asset growth than 67% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2025

Revenue Growth

76th percentile

26%

Faster revenue growth than 76% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2025

Assets

Down

$22,943

Down $9,872 (-30%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$22,943

Down $9,872 (-30%) from 2024

Revenue

Down

$27,898

Down $22,351 (-44%) from 2024

Expenses

Up

$37,770

Up $9,995 (+36%) from 2024

Net Income

Down

-$9,872

Down $32,346 (-144%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40K$30K$20K$10K$0Assets 2022: $17,523Liabilities 2022: $0Net Assets 2022: $17,5232022Assets 2024: $32,815Liabilities 2024: $0Net Assets 2024: $32,8152024Assets 2025: $22,943Liabilities 2025: $0Net Assets 2025: $22,9432025

Highlighted filing

2025

Assets$22,943
Liabilities$0
Net Assets$22,943

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20KRevenue 2022: $13,873Expenses 2022: $9,978Net Income 2022: $3,8952022Revenue 2024: $50,249Expenses 2024: $27,775Net Income 2024: $22,4742024Revenue 2025: $27,898Expenses 2025: $37,770Net Income 2025: -$9,8722025

Highlighted filing

2025

Revenue$27,898
Expenses$37,770
Net Income-$9,872

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 11, 2025
Return Version
2024v5.1
Gross Receipts
$50,116
Mission and Program Overview

Mission

EducationalCharitablePhilanthropic

The Grant D. Morse PTA helps build a sense of community among parents, teachers, and the 300+ students, many of whom live beneath the poverty line. We organize community events, family-oriented activities, and collaborative projects that bring people together. This sense of community fosters a supportive network, promotes school spirit, and strengthens the overall school culture.

Program Services

DescriptionGrantsExpenses
Shop Local Gift Card Fundraiser- This is a fundraiser for the PTA and also a way to support community businesses. The businesses support the PTA by donating a set amount back per gift card, and the businesses are supported through the purchase of gift cards by community members, parents, teachers and staff, to be used at a later date.-$10,116
Scholastic Book Fairs- Every year the Grant D. Morse PTA hosts 2 book fairs; expenses are related to what is brought in by the book fair and later pay the invoice to Scholastic. During the book fairs, all students receive at least one book, regardless of their financial ability to purchase a book. The PTA will use credits from Scholastic earned by previous book fairs to purchase books for students in need, and for teachers as a donation.-$9,283
Yearbook- The Grant D. Morse PTA puts together an annual yearbook for the school; the payments are made to the PTA who then pays the supplier. Yearbooks are supplied to students who are unable to purchase them, as needed.-$22
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Katrina LombardoCo-PresidentPT$0--
Matthew SchlosserCo-PresidentPT$0--
Sarah CardarelliVice PresidentPT$0--
Samantha LeslieTreasurerPT$0--
Rebecca AdsitSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Shop Local Gift Card Fundraiser$12,625$12,625$10,116$2,509
Student Council Co-Fundraising$5,016$5,016$3,972$1,044
Total Events$33,376$33,376$17,274$16,102
Filing and Contact Details

Filer

Filer Name
Grant D Morse PTA
EIN
23-7334903
Phone
8454305581
Address
70 Harry Wells Road, Saugerties, NY 12477

Signing Officer

Name
Samantha Leslie
Title
Treasurer
Signed
2025-11-11
Supplemental Narrative

Additional Explanations

990-EZ, Part I, Line 10

Expenses from: 6th grade graduation, Board of Education dinner, books for the book vending machine, bus driver appreciation day, classroom/teacher grants, drama club, field day, fire prevention day, holiday craft, kindergarten orientation, mustang bowl, One School One Book, PARP, scholarships, staff appreciation week, trunk or treat, and veteran's breakfast.

990-EZ, Part I, Line 16

Bank fees, building supplies, field trips, insurance, landscaping/garden, moneyminder subscription, national and state PTA dues, NSF/Returned Checks, Office Supplies, Scholastic Book Fairs, and tax expenses.

Raw XML Appendix239 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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IRS990EZ/PrimaryExemptPurposeTxt0The Grant D. Morse PTA helps build a sense of community among parents, teachers, and the 300+ students, many of whom live beneath the poverty line. We organize community events, family-oriented activities, and collaborative projects that bring people together. This sense of community fosters a supportive network, promotes school spirit, and strengthens the overall school culture.
IRS990EZ/PrintingPublicationsPostageAmt00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Scholastic Book Fairs- Every year the Grant D. Morse PTA hosts 2 book fairs; expenses are related to what is brought in by the book fair and later pay the invoice to Scholastic. During the book fairs, all students receive at least one book, regardless of their financial ability to purchase a book. The PTA will use credits from Scholastic earned by previous book fairs to purchase books for students in need, and for teachers as a donation.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Yearbook- The Grant D. Morse PTA puts together an annual yearbook for the school; the payments are made to the PTA who then pays the supplier. Yearbooks are supplied to students who are unable to purchase them, as needed.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt010116
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IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
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IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Refer to schedule A, Part III, line 1
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Shop Local Gift Card Fundraiser
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Student Council Co-Fundraising
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Expenses from: 6th grade graduation, Board of Education dinner, books for the book vending machine, bus driver appreciation day, classroom/teacher grants, drama club, field day, fire prevention day, holiday craft, kindergarten orientation, mustang bowl, One School One Book, PARP, scholarships, staff appreciation week, trunk or treat, and veteran's breakfast.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Bank fees, building supplies, field trips, insurance, landscaping/garden, moneyminder subscription, national and state PTA dues, NSF/Returned Checks, Office Supplies, Scholastic Book Fairs, and tax expenses.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1990-EZ, Part I, Line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Samantha Leslie
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Grant D Morse PTA
ReturnHeader/Filer/BusinessNameControlTxt0GRAN
ReturnHeader/Filer/EIN0237334903
ReturnHeader/Filer/PhoneNum08454305581
ReturnHeader/Filer/USAddress/AddressLine1Txt070 Harry Wells Road
ReturnHeader/Filer/USAddress/CityNm0Saugerties
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012477
ReturnHeader/ReturnTs02025-11-11T23:14:16Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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