Civic Intelligence

PTA New York Congress

990EZ • Fiscal year 2020 • EIN 23-7334913

Jul 01, 2019 to Jun 30, 2020 • Filed on Sep 09, 2020

315 Highbrook AvenuePelham, NY 10803-2206

(914) 738-2680

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

53rd percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

80th percentile

32%

Higher net margin than 80% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Assets

$116,351

No earlier filing loaded for comparison.

Net Assets

$116,351

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$132,910

No earlier filing loaded for comparison.

Expenses

$90,920

No earlier filing loaded for comparison.

Net Income

$41,990

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2020: $116,351Liabilities 2020: $0Net Assets 2020: $116,3512020Assets 2021: $96,227Liabilities 2021: $0Net Assets 2021: $96,2272021Assets 2022: $102,043Liabilities 2022: $0Net Assets 2022: $102,0432022Assets 2023: $130,766Liabilities 2023: $0Net Assets 2023: $130,7662023Assets 2024: $115,370Liabilities 2024: $0Net Assets 2024: $115,3702024Assets 2025: $74,687Liabilities 2025: $0Net Assets 2025: $74,6872025

Highlighted filing

2020

Assets$116,351
Liabilities$0
Net Assets$116,351

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2020: $132,910Expenses 2020: $90,920Net Income 2020: $41,9902020Revenue 2021: $17,852Expenses 2021: $37,976Net Income 2021: -$20,1242021Revenue 2022: $45,753Expenses 2022: $39,937Net Income 2022: $5,8162022Revenue 2023: $94,957Expenses 2023: $66,234Net Income 2023: $28,7232023Revenue 2024: $104,423Expenses 2024: $119,819Net Income 2024: -$15,3962024Revenue 2025: $80,792Expenses 2025: $121,475Net Income 2025: -$40,6832025

Highlighted filing

2020

Revenue$132,910
Expenses$90,920
Net Income$41,990
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Sep 9, 2020
Return Version
2019v5.1
Gross Receipts
$132,910
Mission and Program Overview

Mission

To support the education of elementary school students.

Program Services

DescriptionGrantsExpenses
STUDENTS EDUCATION WAS ENHANCED BY EXTRA PROGRAMS PROVIDED BY THE PTA$0$109,737
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY HEFNERPresidentPT$0--
ASHLEY MATTSTreasurerPT$0--
LINDSAY BLEIERSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Colonial School Pta
EIN
23-7334913
Phone
9147382680
Address
315 HIGHBROOK AVENUE, PELHAM, NY 10803-2206

Signing Officer

Name
Ashley Matts
Title
Treasurer
Phone
9147382680
Signed
2020-09-09
Discuss with paid preparer
Yes

Preparer

Firm
Perrotta Tax & Consulting Services LLC
Address
380 LEXINGTON AVENUE FL 17, NEW YORK, NY 10168
Preparer
Steven Perrotta
Phone
6466950582
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 60.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: boces. Amount: 38,090. Description: commissions and fees. Amount: 41. Description: cookbook costs. Amount: 1,153. Description: field trip busing expense. Amount: 4,664. Description: teacher and staff gifts. Amount: 2,554. Description: halloween party. Amount: 596. Description: insurance. Amount: 300. Description: lice check. Amount: 1,710. Description: lunchtime enrichment. Amount: 911. Description: teacher appreciation lunch. Amount: 465. Description: fundraiser expenses. Amount: 92. Description: used book sales fees. Amount: 6. Description: building bridges / school and class events. Amount: 1,400. Description: filmamaking fees. Amount: 111. Description: foreign language fees. Amount: 148. Description: spelling bee. Amount: 25. Description: supplies. Amount: 808. Description: diversity bookbag. Amount: 1,464. Description: website/technology. Amount: 400. Description: welcome back picnic. Amount: 823. Description: book fair. Amount: 3,471. Description: membership dues fees. Amount: 3,349. Description: spiritwear. Amount: 1,218. Description: charitable contributions. Amount: 2,903. Description: chess fees. Amount: 19,363. Description: pta movie night. Amount: 104. Description: pta software. Amount: 675. Description: read a thon supplies. Amount: 1,676. Description: stationary and printing. Amount: 590. Description: 5th grade donation. Amount: 900. Description: teacher appreciation lunch. Amount: 10. Total to form 990-ez, line 16: 90,020.

Raw XML Appendix166 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/PhoneNum09147382680
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0315 HIGHBROOK AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PELHAM
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0108032206
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt074361
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0116351
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
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IRS990EZ/DirectIndirectPltclExpendAmt00
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IRS990EZ/ExcessOrDeficitForYearAmt041990
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0900
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt0116351
IRS990EZ/GrossReceiptsAmt0132910
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt060
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt06225
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt074361
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0116351
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt074361
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0116351
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARY HEFNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ASHLEY MATTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LINDSAY BLEIER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt090020
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT THE EDUCATION OF ELEMENTARY SCHOOL STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENTS EDUCATION WAS ENHANCED BY EXTRA PROGRAMS PROVIDED BY THE PTA
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0109737
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt090920
IRS990EZ/TotalProgramServiceExpensesAmt0109737
IRS990EZ/TotalRevenueAmt0132910
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt06225
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05140
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt05625
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt010629
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt08500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt036119
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt060
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt074
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0155
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0289
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0126625
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt094741
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt095000
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0546556
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt060
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt074
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0155
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0289
IRS990ScheduleA/InvestmentIncomeCYPct00.00050
IRS990ScheduleA/InvestmentIncomePYPct00.00040
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99950
IRS990ScheduleA/PublicSupportPY509Pct00.99960
IRS990ScheduleA/PublicSupportTotal509Amt0582675
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0132850
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0127089
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0113866
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0105370
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0103500
IRS990ScheduleA/Total509Grp/TotalAmt0582675
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0132910
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0127163
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0114021
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0105370
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0103500
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0582964
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 60.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: BOCES. AMOUNT: 38,090. DESCRIPTION: COMMISSIONS AND FEES. AMOUNT: 41. DESCRIPTION: COOKBOOK COSTS. AMOUNT: 1,153. DESCRIPTION: FIELD TRIP BUSING EXPENSE. AMOUNT: 4,664. DESCRIPTION: TEACHER AND STAFF GIFTS. AMOUNT: 2,554. DESCRIPTION: HALLOWEEN PARTY. AMOUNT: 596. DESCRIPTION: INSURANCE. AMOUNT: 300. DESCRIPTION: LICE CHECK. AMOUNT: 1,710. DESCRIPTION: LUNCHTIME ENRICHMENT. AMOUNT: 911. DESCRIPTION: TEACHER APPRECIATION LUNCH. AMOUNT: 465. DESCRIPTION: FUNDRAISER EXPENSES. AMOUNT: 92. DESCRIPTION: USED BOOK SALES FEES. AMOUNT: 6. DESCRIPTION: BUILDING BRIDGES / SCHOOL AND CLASS EVENTS. AMOUNT: 1,400. DESCRIPTION: FILMAMAKING FEES. AMOUNT: 111. DESCRIPTION: FOREIGN LANGUAGE FEES. AMOUNT: 148. DESCRIPTION: SPELLING BEE. AMOUNT: 25. DESCRIPTION: SUPPLIES. AMOUNT: 808. DESCRIPTION: DIVERSITY BOOKBAG. AMOUNT: 1,464. DESCRIPTION: WEBSITE/TECHNOLOGY. AMOUNT: 400. DESCRIPTION: WELCOME BACK PICNIC. AMOUNT: 823. DESCRIPTION: BOOK FAIR. AMOUNT: 3,471. DESCRIPTION: MEMBERSHIP DUES FEES. AMOUNT: 3,349. DESCRIPTION: SPIRITWEAR. AMOUNT: 1,218. DESCRIPTION: CHARITABLE CONTRIBUTIONS. AMOUNT: 2,903. DESCRIPTION: CHESS FEES. AMOUNT: 19,363. DESCRIPTION: PTA MOVIE NIGHT. AMOUNT: 104. DESCRIPTION: PTA SOFTWARE. AMOUNT: 675. DESCRIPTION: READ A THON SUPPLIES. AMOUNT: 1,676. DESCRIPTION: STATIONARY AND PRINTING. AMOUNT: 590. DESCRIPTION: 5TH GRADE DONATION. AMOUNT: 900. DESCRIPTION: TEACHER APPRECIATION LUNCH. AMOUNT: 10. TOTAL TO FORM 990-EZ, LINE 16: 90,020.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ASHLEY MATTS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09147382680
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0COLONIAL SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0COLO
ReturnHeader/Filer/EIN0237334913
ReturnHeader/Filer/PhoneNum09147382680
ReturnHeader/Filer/USAddress/AddressLine1Txt0315 HIGHBROOK AVENUE
ReturnHeader/Filer/USAddress/CityNm0PELHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd0108032206
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0107775974530996BCF96BCAAFCF811DC9054A218
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0107775974530996BCF96BCAAFCF811DC9054A218
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0100.20.19.230
ReturnHeader/FilingSecurityInformation/IPDt02020-09-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm012:10:00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461329793
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PERROTTA TAX & CONSULTING SERVICES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0380 LEXINGTON AVENUE FL 17
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010168
ReturnHeader/PreparerPersonGrp/PhoneNum06466950582
ReturnHeader/PreparerPersonGrp/PreparationDt02020-09-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN PERROTTA
ReturnHeader/ReturnTs02020-09-14T08:28:28-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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