Civic Intelligence

Lloyd Harbor School Association Inc

EIN 27-0034828 • 501(c)3 • Huntington, NY

Profile

Educational/PTO

7 School LaneHuntington, NY 11743

lloydharborschool.org

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 2024

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

62nd percentile

8.9%

Higher net margin than 62% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

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

Asset Growth

79th percentile

24%

Faster asset growth than 79% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Revenue Growth

78th percentile

30%

Faster revenue growth than 78% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Assets

Up

$151,057

Up $23,502 (+18%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$151,057

Up $23,502 (+18%) from 2023

Revenue

Up

$262,887

Up $17,683 (+7.2%) from 2023

Expenses

Up

$239,385

Up $23,172 (+11%) from 2023

Net Income

Down

$23,502

Down $5,489 (-19%) from 2023

Trend Graphs

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2010: $96,648Liabilities 2010: $12,501Net Assets 2010: $84,1472010Assets 2011: $71,323Liabilities 2011: $12,501Net Assets 2011: $58,8222011Assets 2012: $73,092Liabilities 2012: $12,501Net Assets 2012: $60,5912012Assets 2013: $112,133Liabilities 2013: $12,501Net Assets 2013: $99,6322013Assets 2014: $102,057Liabilities 2014: $12,501Net Assets 2014: $89,5562014Assets 2015: $128,322Liabilities 2015: $12,501Net Assets 2015: $115,8212015Assets 2016: $25,828Liabilities 2016: $12,501Net Assets 2016: $13,3272016Assets 2017: $12,507Net Assets 2017: $12,5072017Assets 2018: $54,479Net Assets 2018: $54,4792018Assets 2019: $41,836Net Assets 2019: $41,8362019Assets 2020: $30,273Net Assets 2020: $30,2732020Assets 2021: $56,306Net Assets 2021: $56,3062021Assets 2022: $98,564Liabilities 2022: $0Net Assets 2022: $98,5642022Assets 2023: $127,555Liabilities 2023: $0Net Assets 2023: $127,5552023Assets 2024: $151,057Liabilities 2024: $0Net Assets 2024: $151,0572024

Highlighted filing

2024

Assets$151,057
Liabilities$0
Net Assets$151,057

Operations Trend

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

$300K$200K$100K$0-$100K-$200KExpenses 2010: $165,6092010Expenses 2011: $163,0662011Revenue 2012: $93,279Expenses 2012: $91,510Net Income 2012: $1,7692012Revenue 2013: $157,404Expenses 2013: $118,363Net Income 2013: $39,0412013Revenue 2014: $85,317Expenses 2014: $95,393Net Income 2014: -$10,0762014Revenue 2015: $142,678Expenses 2015: $116,413Net Income 2015: $26,2652015Revenue 2016: $105,175Expenses 2016: $207,669Net Income 2016: -$102,4942016Revenue 2017: $74,300Expenses 2017: $75,120Net Income 2017: -$8202017Revenue 2018: $111,603Expenses 2018: $69,631Net Income 2018: $41,9722018Revenue 2019: $81,751Expenses 2019: $94,394Net Income 2019: -$12,6432019Revenue 2020: $35,413Expenses 2020: $46,976Net Income 2020: -$11,5632020Revenue 2021: $72,106Expenses 2021: $46,073Net Income 2021: $26,0332021Revenue 2022: $155,674Expenses 2022: $113,416Net Income 2022: $42,2582022Revenue 2023: $245,204Expenses 2023: $216,213Net Income 2023: $28,9912023Revenue 2024: $262,887Expenses 2024: $239,385Net Income 2024: $23,5022024

Highlighted filing

2024

Revenue$262,887
Expenses$239,385
Net Income$23,502

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$2.63$2.39$0.24
2023Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$2.45$2.16$0.29
2022Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$1.56$1.13$0.42
2021Detailed filing. Detailed filing data is available for this year.$0.56$0.56$0.72$0.46$0.26
2020Detailed filing. Detailed filing data is available for this year.$0.30$0.30$0.35$0.47$0.12
2019Detailed filing. Detailed filing data is available for this year.$0.42$0.42$0.82$0.94$0.13
2018Detailed filing. Detailed filing data is available for this year.$0.54$0.54$1.12$0.70$0.42
2017Detailed filing. Detailed filing data is available for this year.$0.13$0.13$0.74$0.75$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.26$0.13$0.13$1.05$2.08$1.02
2015Detailed filing. Detailed filing data is available for this year.$1.28$0.13$1.16$1.43$1.16$0.26
2014Detailed filing. Detailed filing data is available for this year.$1.02$0.13$0.90$0.85$0.95$0.10
2013Detailed filing. Detailed filing data is available for this year.$1.12$0.13$1.00$1.57$1.18$0.39
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.73$0.13$0.61$0.93$0.92$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.71$0.13$0.59$1.63
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.97$0.13$0.84$1.66
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 12, 2025
Return Version
2024v5.1
Gross Receipts
$289,317
Mission and Program Overview

Mission

Educational/PTO

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$127,555$151,057▲ $23,502
Total Assets$127,555$151,057▲ $23,502
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$127,555$151,057▲ $23,502
Total Net Assets Fund Balance$127,555$151,057▲ $23,502
Total Liabilities and Net Assets / Fund Balance$127,555$151,057▲ $23,502
Compensation and Service Providers

Board Members and Trustees

NameTitle
Dori O'BrienPresident
Angela WeberVice President
Hadley BohnCo-Committee Coordinator
Kristin WinklerCo-Committee Coordinator
Sarah HericCo-Fundraising Coordinator
Stacy MehlroseCo-Fundraising Coordinator
Shelia SalemCommunications
Allyson MeierhansSecretary
Katie WeissTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$75,832
Program Service Revenue
$177,819
Investment Income
$0
Other Revenue
$9,236
All Other Contributions
$11
Change in Net Assets
$23,502
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$197,752
Grants and Similar Amounts Paid$41,633
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$38,633--$38,633
All Other Expenses$6,343$494$0$6,837
Other Expenses$6,779$0$0$6,779
Grants to Domestic Individuals$3,000--$3,000
Fees for Services Accounting$0$2,385$0$2,385
Office Expenses$0$1,918$0$1,918
Insurance$0$651$0$651
Payments to Affiliates$550$0$0$550
Total Functional Expenses$233,937$5,448$0$239,385
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Lloyd Harbor Elementary SchoolHuntington, NY501c3School gifts$38,633
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$26,917
Fundraising Direct Expenses$17,134
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run$34,160$14,160$10,569$3,591
Fall Fundraiser/Auction$40,270$5,270$2,369$2,901
Total Events$95,641$23,641$17,134$6,507
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Lloyd Harbor School Association Inc
EIN
27-0034828
Phone
6313678800
Address
7 SCHOOL LANE, HUNTINGTON, NY 11743

Signing Officer

Name
Poranee Chen
Title
Treasurer
Phone
6313678800
Signed
2025-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dori O'Brien
Formed
2003
Legal Domicile
Ny
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
100

Preparer

Firm
O'KEEFE CPA LLC
Address
4770 SUNRISE HIGHWAY 200, MASSAPEQUA PARK, NY 11762
Preparer
Timothy O'Keefe
Phone
5165864940
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

Tresurer reviews 990 prior to filing and provides copy to governing Board.

Pt VI, Line 19

Available upon request.

Pt VI, Line 6

Parents are members of the organization and pay dues.

Raw XML AppendixShowing 400 of 456 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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IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0177819
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt02000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt02000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt02000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt02000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt02000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt010000
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Other Income Part III, Line 12 Description: Other 2022: 4513. 2023: 2678.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt III Ln 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt075832
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt058513
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt051478
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt031764
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt014365
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0231952
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0186568
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0208665
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0115413
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt043865
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt037237
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0591748
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt026917
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt036998
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt050976
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt019397
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt010148
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0144436
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt02678
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt04513
IRS990ScheduleA/OtherIncome509Grp/TotalAmt07191
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.98240
IRS990ScheduleA/PublicSupportPY509Pct00.97870
IRS990ScheduleA/PublicSupportTotal509Amt0958136
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt02000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt02000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt02000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt02000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt02000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt010000
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0289317
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0304176
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0217867
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt095026
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt061750
IRS990ScheduleA/Total509Grp/TotalAmt0968136
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0975327
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt072000
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt020000
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt035000
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt017000
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt017134
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fun Run
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Fall Fundraiser/Auction
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt034160
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt040270
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt021211
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt095641
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt014160
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt05270
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt04211
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt023641
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt06507
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt04196
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt017134
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt010569
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02369
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt038633
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0School gifts
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Lloyd Harbor Elementary School
IRS990ScheduleI/RecipientTable/RecipientEIN0116003304
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt07 School Lane
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Huntington
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NY
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd011743
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Gifts made directly to School.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt I Line 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Tresurer reviews 990 prior to filing and provides copy to governing Board.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Parents are members of the organization and pay dues.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 6
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0127555
IRS990/TotalAssetsEOYAmt0151057
IRS990/TotalAssetsGrp/BOYAmt0127555
IRS990/TotalAssetsGrp/EOYAmt0151057
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt075832
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05448
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0233937
IRS990/TotalFunctionalExpensesGrp/TotalAmt0239385

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