Civic Intelligence

PTA New York Congress

990EZ • Fiscal year 2022 • EIN 23-7334913

Jul 01, 2021 to Jun 30, 2022 • Filed on Aug 10, 2022

315 Highbrook AvenuePelham, NY 10803-2206

(914) 572-7123

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

62nd percentile

13%

Higher net margin than 62% 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

57th percentile

6.0%

Faster asset growth than 57% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

89th percentile

156%

Faster revenue growth than 89% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$102,043

Up $5,816 (+6.0%) from 2021

Net Assets

Up

$102,043

Up $5,816 (+6.0%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Up

$45,753

Up $27,901 (+156%) from 2021

Expenses

Up

$39,937

Up $1,961 (+5.2%) from 2021

Net Income

Up

$5,816

Up $25,940 (+129%) from 2021

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

2022

Assets$102,043
Liabilities$0
Net Assets$102,043

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

2022

Revenue$45,753
Expenses$39,937
Net Income$5,816
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Aug 10, 2022
Return Version
2021v4.2
Gross Receipts
$45,753
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$39,937
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KIMBERLY ESPINOSAPresidentPT$0--
LISA HORTENPresident ElectPT$0--
STACY KAHNSecretaryPT$0--
AMY MOORETreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Colonial School Pta
EIN
23-7334913
Phone
9145727123
Address
315 HIGHBROOK AVENUE, PELHAM, NY 10803-2206

Signing Officer

Name
Amy Moore
Title
Treasurer
Phone
9147382680
Signed
2022-08-10
Discuss with paid preparer
Yes

Preparer

Firm
Perrotta Tax & Consulting Services LLC
Address
1345 AVE OF THE AMERICAS 33FL, NEW YORK, NY 10105
Preparer
Steven Perrotta
Phone
6466950582
Supplemental Narrative

Additional Explanations

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

Description: interest income. Amount: 13.

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

Description: boces. Amount: 5,686. Description: school and class events. Amount: 320. Description: covid expenses. Amount: 65. Description: teacher holiday party. Amount: 612. Description: insurance. Amount: 350. Description: gifts. Amount: 2,138. Description: building bridges. Amount: 107. Description: cultural and diversity cooking class. Amount: 1,066. Description: cultural arts. Amount: 1,902. Description: outdoor classroom. Amount: 2,797. Description: supplies. Amount: 446. Description: spiritwear. Amount: 5,770. Description: welcome back picnic. Amount: 627. Description: membership dues fees. Amount: 1,619. Description: pta software. Amount: 750. Description: teacher appreciation lunch. Amount: 735. Description: other expenses. Amount: 1,624. Description: scholarships. Amount: 2,000. Description: read a thon supplies. Amount: 1,311. Description: fall festival expenses. Amount: 4,210. Description: parent/teacher cocktail party. Amount: 1,800. Description: spelling bee. Amount: 555. Description: bank charges. Amount: 40. Description: dues and subscriptions. Amount: 765. Description: field trip expenses. Amount: 211. Description: 5th grade donation. Amount: 1,531. Total to form 990-ez, line 16: 39,037.

Raw XML Appendix174 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0AMY MOORE
IRS990EZ/BooksInCareOfDetail/PhoneNum09145727123
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0315 HIGHBROOK AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PELHAM
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0108032206
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt096227
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0102043
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt040576
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt05816
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0900
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt0102043
IRS990EZ/GrossReceiptsAmt045753
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt013
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt05164
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt096227
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0102043
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt096227
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0102043
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
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/PersonNm0KIMBERLY ESPINOSA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LISA HORTEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STACY KAHN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3AMY MOORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt039037
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/ProgramServiceExpensesAmt039937
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/TotalExpensesAmt039937
IRS990EZ/TotalProgramServiceExpensesAmt039937
IRS990EZ/TotalRevenueAmt045753
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05164
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05615
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt06225
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt05140
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt05625
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt027769
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt013
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt072
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt060
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt074
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0155
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0374
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt040576
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt012126
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0126625
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0121949
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0108241
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0409517
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt013
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt072
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt060
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt074
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0155
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0374
IRS990ScheduleA/InvestmentIncomeCYPct00.00090
IRS990ScheduleA/InvestmentIncomePYPct00.00070
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99910
IRS990ScheduleA/PublicSupportPY509Pct00.99930
IRS990ScheduleA/PublicSupportTotal509Amt0437286
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt045740
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt017741
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0132850
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0127089
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0113866
IRS990ScheduleA/Total509Grp/TotalAmt0437286
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt045753
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt017813
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0132910
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0127163
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0114021
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0437660
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 13.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: BOCES. AMOUNT: 5,686. DESCRIPTION: SCHOOL AND CLASS EVENTS. AMOUNT: 320. DESCRIPTION: COVID EXPENSES. AMOUNT: 65. DESCRIPTION: TEACHER HOLIDAY PARTY. AMOUNT: 612. DESCRIPTION: INSURANCE. AMOUNT: 350. DESCRIPTION: GIFTS. AMOUNT: 2,138. DESCRIPTION: BUILDING BRIDGES. AMOUNT: 107. DESCRIPTION: CULTURAL AND DIVERSITY COOKING CLASS. AMOUNT: 1,066. DESCRIPTION: CULTURAL ARTS. AMOUNT: 1,902. DESCRIPTION: OUTDOOR CLASSROOM. AMOUNT: 2,797. DESCRIPTION: SUPPLIES. AMOUNT: 446. DESCRIPTION: SPIRITWEAR. AMOUNT: 5,770. DESCRIPTION: WELCOME BACK PICNIC. AMOUNT: 627. DESCRIPTION: MEMBERSHIP DUES FEES. AMOUNT: 1,619. DESCRIPTION: PTA SOFTWARE. AMOUNT: 750. DESCRIPTION: TEACHER APPRECIATION LUNCH. AMOUNT: 735. DESCRIPTION: OTHER EXPENSES. AMOUNT: 1,624. DESCRIPTION: SCHOLARSHIPS. AMOUNT: 2,000. DESCRIPTION: READ A THON SUPPLIES. AMOUNT: 1,311. DESCRIPTION: FALL FESTIVAL EXPENSES. AMOUNT: 4,210. DESCRIPTION: PARENT/TEACHER COCKTAIL PARTY. AMOUNT: 1,800. DESCRIPTION: SPELLING BEE. AMOUNT: 555. DESCRIPTION: BANK CHARGES. AMOUNT: 40. DESCRIPTION: DUES AND SUBSCRIPTIONS. AMOUNT: 765. DESCRIPTION: FIELD TRIP EXPENSES. AMOUNT: 211. DESCRIPTION: 5TH GRADE DONATION. AMOUNT: 1,531. TOTAL TO FORM 990-EZ, LINE 16: 39,037.
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0AMY MOORE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09147382680
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-08-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0COLONIAL SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0COLO
ReturnHeader/Filer/EIN0237334913
ReturnHeader/Filer/PhoneNum09145727123
ReturnHeader/Filer/USAddress/AddressLine1Txt0315 HIGHBROOK AVENUE
ReturnHeader/Filer/USAddress/CityNm0PELHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd0108032206
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461329793
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PERROTTA TAX & CONSULTING SERVICES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01345 AVE OF THE AMERICAS 33FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010105
ReturnHeader/PreparerPersonGrp/PhoneNum06466950582
ReturnHeader/PreparerPersonGrp/PreparationDt02022-08-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN PERROTTA
ReturnHeader/ReturnTs02022-08-15T15:27:18-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0AMY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MOORE
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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