Civic Intelligence

PTA New York Congress

990EZ • Fiscal year 2023 • EIN 23-7334913

Jul 01, 2022 to Jun 30, 2023 • Filed on Sep 09, 2023

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

64th 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

63rd 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

83rd percentile

30%

Higher net margin than 83% of similar nonprofits.

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

Top Officer Pay

88th percentile

$0

Higher top officer pay than 88% 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

79th percentile

28%

Faster asset growth than 79% of similar nonprofits.

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

Revenue Growth

91st percentile

108%

Faster revenue growth than 91% of similar nonprofits.

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

Assets

Up

$130,766

Up $28,723 (+28%) from 2022

Net Assets

Up

$130,766

Up $28,723 (+28%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$94,957

Up $49,204 (+108%) from 2022

Expenses

Up

$66,234

Up $26,297 (+66%) from 2022

Net Income

Up

$28,723

Up $22,907 (+394%) from 2022

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

2023

Assets$130,766
Liabilities$0
Net Assets$130,766

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

2023

Revenue$94,957
Expenses$66,234
Net Income$28,723
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Sep 9, 2023
Return Version
2022v5.0
Gross Receipts
$94,957
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$67,329
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LISA HORTENPresidentPT$0--
STACY GATTOPresident ElectPT$0--
STACY KAHNSecretaryPT$0--
KATHRYN DRABBLETreasurerPT$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
Kathryn Drabble
Title
Treasurer
Phone
3122035660
Signed
2023-09-09
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: 48.

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

Description: boces. Amount: 10,812. Description: school and class events. Amount: 1,237. Description: book fair. Amount: 3,164. Description: teacher holiday party. Amount: 616. Description: insurance. Amount: 350. Description: gifts. Amount: 5,098. Description: building bridges. Amount: 516. Description: cultural and diversity cooking class. Amount: 208. Description: cultural arts. Amount: 2,168. Description: outdoor classroom. Amount: 1,408. Description: supplies. Amount: 645. Description: spiritwear. Amount: 9,034. Description: welcome back picnic. Amount: 423. Description: membership dues fees. Amount: 2,295. Description: teacher appreciation lunch. Amount: 5,062. Description: scholarships. Amount: 1,653. Description: read a thon supplies. Amount: 1,853. Description: fall festival expenses. Amount: 3,922. Description: parent/teacher cocktail party. Amount: 1,393. Description: spelling bee. Amount: 1,250. Description: website and technology. Amount: 150. Description: 5th grade donation. Amount: 115. Description: fundraiser expense. Amount: 1,987. Description: 5th grade fundraiser expenses. Amount: 80. Description: 5th grade graduation expenses. Amount: 9,047. Description: advertising. Amount: 653. Total to form 990-ez, line 16: 65,139.

Raw XML Appendix175 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/BusinessNameLine1Txt0KATHRYN DRABBLE
IRS990EZ/BooksInCareOfDetail/PhoneNum03122035660
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0315 HIGHBROOK AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PELHAM
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0108032206
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0102043
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0130766
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt091635
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt028723
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01095
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0102043
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0130766
IRS990EZ/GrossReceiptsAmt094957
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt048
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt03274
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0102043
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0130766
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0102043
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0130766
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/PersonNm0LISA HORTEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STACY GATTO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STACY KAHN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KATHRYN DRABBLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt065139
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/ProgramServiceExpensesAmt067329
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/TotalExpensesAmt066234
IRS990EZ/TotalProgramServiceExpensesAmt067329
IRS990EZ/TotalRevenueAmt094957
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03274
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05164
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt05615
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt06225
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt05140
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt025418
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt048
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt013
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt072
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt060
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt074
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0267
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt091635
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt040576
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt012126
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0126625
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0121949
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0392911
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt048
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt013
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt072
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt060
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt074
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0267
IRS990ScheduleA/InvestmentIncomeCYPct00.00060
IRS990ScheduleA/InvestmentIncomePYPct00.00090
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99940
IRS990ScheduleA/PublicSupportPY509Pct00.99910
IRS990ScheduleA/PublicSupportTotal509Amt0418329
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt094909
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt045740
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt017741
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0132850
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0127089
IRS990ScheduleA/Total509Grp/TotalAmt0418329
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt094957
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt045753
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt017813
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0132910
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0127163
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0418596
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 48.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: BOCES. AMOUNT: 10,812. DESCRIPTION: SCHOOL AND CLASS EVENTS. AMOUNT: 1,237. DESCRIPTION: BOOK FAIR. AMOUNT: 3,164. DESCRIPTION: TEACHER HOLIDAY PARTY. AMOUNT: 616. DESCRIPTION: INSURANCE. AMOUNT: 350. DESCRIPTION: GIFTS. AMOUNT: 5,098. DESCRIPTION: BUILDING BRIDGES. AMOUNT: 516. DESCRIPTION: CULTURAL AND DIVERSITY COOKING CLASS. AMOUNT: 208. DESCRIPTION: CULTURAL ARTS. AMOUNT: 2,168. DESCRIPTION: OUTDOOR CLASSROOM. AMOUNT: 1,408. DESCRIPTION: SUPPLIES. AMOUNT: 645. DESCRIPTION: SPIRITWEAR. AMOUNT: 9,034. DESCRIPTION: WELCOME BACK PICNIC. AMOUNT: 423. DESCRIPTION: MEMBERSHIP DUES FEES. AMOUNT: 2,295. DESCRIPTION: TEACHER APPRECIATION LUNCH. AMOUNT: 5,062. DESCRIPTION: SCHOLARSHIPS. AMOUNT: 1,653. DESCRIPTION: READ A THON SUPPLIES. AMOUNT: 1,853. DESCRIPTION: FALL FESTIVAL EXPENSES. AMOUNT: 3,922. DESCRIPTION: PARENT/TEACHER COCKTAIL PARTY. AMOUNT: 1,393. DESCRIPTION: SPELLING BEE. AMOUNT: 1,250. DESCRIPTION: WEBSITE AND TECHNOLOGY. AMOUNT: 150. DESCRIPTION: 5TH GRADE DONATION. AMOUNT: 115. DESCRIPTION: FUNDRAISER EXPENSE. AMOUNT: 1,987. DESCRIPTION: 5TH GRADE FUNDRAISER EXPENSES. AMOUNT: 80. DESCRIPTION: 5TH GRADE GRADUATION EXPENSES. AMOUNT: 9,047. DESCRIPTION: ADVERTISING. AMOUNT: 653. TOTAL TO FORM 990-EZ, LINE 16: 65,139.
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/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHRYN DRABBLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03122035660
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-09
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/IRSResponsiblePrtyInfoCurrInd00
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/PreparationDt02023-08-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN PERROTTA
ReturnHeader/ReturnTs02023-08-22T07:33:41-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KATHRYN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DRABBLE
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings