Civic Intelligence

Sousa Hsa Inc.

990EZ • Fiscal year 2016 • EIN 27-5462910

Sep 01, 2015 to Aug 31, 2016 • Filed on Jan 16, 2017

101 Sands Point RdPort Washington, NY 11050

(917) 680-1709

Siviq Scores

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

Liabilities / Assets

91st percentile

0.03x

Higher debt load relative to assets than 91% of similar nonprofits.

2016 filings • NTEE B94 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

92nd percentile

0.04x

Higher debt load relative to revenue than 92% of similar nonprofits.

2016 filings • NTEE B94 • <$500k nonprofits • Source year 2016

Net Margin

87th percentile

34%

Higher net margin than 87% of similar nonprofits.

2016 filings • NTEE B94 • <$500k nonprofits • Source year 2016

Top Officer Pay

99th percentile

$0

Higher top officer pay than 99% of similar nonprofits.

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

2016 filings • NTEE B94 • <$500k nonprofits • Source year 2016

Asset Growth

80th percentile

39%

Faster asset growth than 80% of similar nonprofits.

2016 filings • NTEE B94 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

79th percentile

28%

Faster revenue growth than 79% of similar nonprofits.

2016 filings • NTEE B94 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$76,166

Up $876 (+1.2%) from 2013

Net Assets

Up

$73,916

Up $1,626 (+2.2%) from 2013

Liabilities

Down

$2,250

Down $750 (-25%) from 2013

Revenue

Up

$63,547

Up $17,349 (+38%) from 2013

Expenses

Down

$42,084

Down $6,606 (-14%) from 2013

Net Income

Up

$21,463

Up $23,955 (+961%) from 2013

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $92,282Liabilities 2011: $4,559Net Assets 2011: $87,7232011Assets 2013: $75,290Liabilities 2013: $3,000Net Assets 2013: $72,2902013Assets 2016: $76,166Liabilities 2016: $2,250Net Assets 2016: $73,9162016Assets 2017: $71,312Liabilities 2017: $2,250Net Assets 2017: $69,0622017Assets 2018: $45,368Liabilities 2018: $2,689Net Assets 2018: $42,6792018Assets 2019: $56,919Liabilities 2019: $2,547Net Assets 2019: $54,3722019Assets 2020: $95,578Liabilities 2020: $2,332Net Assets 2020: $93,2462020Assets 2021: $123,588Liabilities 2021: $2,250Net Assets 2021: $121,3382021Assets 2022: $161,763Liabilities 2022: $2,250Net Assets 2022: $159,5132022Assets 2025: $263,753Liabilities 2025: $5,695Net Assets 2025: $258,0582025

Highlighted filing

2016

Assets$76,166
Liabilities$2,250
Net Assets$73,916

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $122,118Expenses 2011: $34,395Net Income 2011: $87,7232011Revenue 2013: $46,198Expenses 2013: $48,690Net Income 2013: -$2,4922013Revenue 2016: $63,547Expenses 2016: $42,084Net Income 2016: $21,4632016Revenue 2017: $58,350Expenses 2017: $63,204Net Income 2017: -$4,8542017Revenue 2018: $58,559Expenses 2018: $84,942Net Income 2018: -$26,3832018Revenue 2019: $61,572Expenses 2019: $49,879Net Income 2019: $11,6932019Revenue 2020: $75,035Expenses 2020: $36,161Net Income 2020: $38,8742020Revenue 2021: $66,422Expenses 2021: $38,330Net Income 2021: $28,0922021Revenue 2022: $81,679Expenses 2022: $43,504Net Income 2022: $38,1752022Revenue 2025: $97,084Expenses 2025: $68,230Net Income 2025: $28,8542025

Highlighted filing

2016

Revenue$63,547
Expenses$42,084
Net Income$21,463
Jump To
Filing Snapshot
Filing Period
Sep 1, 2015 to Aug 31, 2016
Signed
Jan 16, 2017
Return Version
2015v3.0
Gross Receipts
$164,433
Mission and Program Overview

Mission

The Sousa HSA (Home & School Association) is an alliance of parents, educators, and administrators who seek to promote the best educational opportunities for the children and youth in our homes, schools & communities. We are dedicated to enriching Sousa students' educational experiences and to instilling an excitement for learning and a respect for others, our community & the world we share. Through the use of its dues and fund raising,the HSA will enhance the educational facilities & opportunities for the students of the Sousa Elementary School through programs/equipment that are not otherwise provided in the schools budgets. The Sousa HSA objectives are promoted through an educational experience directed toward parents & teachers and are developed through meetings, committees, projects & programming. the Sousa HSA will continue to strive to set and attain higher standards & goals for the educational experience of its members & will provide an open forum for communication ensuring tru

Program Services

DescriptionGrantsExpenses
OTHER STUDENT ACTIVITY SUPPORT: OTHER PROGRAMS SUCH AS PICNICS, LITERACY PROGRAM, FLOWERS, ETC. THAT HELP ENRICH THE STUDENT EXPERIENCE AT THE SCHOOL.$25,404-
FIFTH GRADE ACTIVITIES: SUPPORT FOR THE 5TH GRADE PARTY AND YEARBOOK.$7,522-
CREATIVE ARTS: WEEK LONG SERIES OF WORKSHOPS AND PROGRAMS RELATING TO DIFFERENT WORLDWIDE CULTURES.$5,475-
ALLERGIES: TO EDUCATE STUDENTS TO BE RESPECTFUL AND AWARE OF OTHER STUDENTS THAT HAVE ALLERGIES.$545-
MENTORING PROGRAM: AT-RISK STUDENTS ARE PAIRED WITH A TEACHER FOR EXTRA HELP AND SUPPORT.$400-
KINDERGARTEN ORIENTATION: INCOMING KINDERGARTENERS ARE INVITED TO SCHOOL TO GET ACQUAINTED WITH THEIR NEW SCHOOL.$223-
STAFF APPRECIATION: LUNCHEON TO THANK THE ENTIRE STAFF FOR ALL THE WORK THAT THEY DO.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JILL GOLDVice President-$0--
CORY DREWSRec - Secretary-$0--
PAMELA OLLENDORFFCo - PresidentPT$0--
SHELLY PERSUADTreasurer-$0--
DAVID MEOLIVice PresidentPT$0--
MARA SARCHESERec - Secretary-$0--
KAREN SILVERTeacher Rep-$0--
STEPHANIE YARDENICOR -Secretary-$0--
STACEY DELICH-GOULDVice President-$0--
JEN FINK SCHIFFERVice President-$0--
LORI TYRASVice President-$0--
BA-NHI SINCLAIRCo - PresidentPT$0--
LIZ MOLLOYTeacher Rep-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Social Night$42,505$42,505$17,139$25,366
School Supplies$27,714$27,714$27,194$520
Total Events$144,623$144,623$94,182$50,441
Filing and Contact Details

Filer

Filer Name
Sousa Hsa Inc
EIN
27-5462910
Phone
9176801709
Address
101 SANDS POINT RD, PORT WASHINGTON, NY 11050

Signing Officer

Name
Ba-nhi Sinclair
Title
Co - President
Signed
2017-01-16
Discuss with paid preparer
Yes

Preparer

Firm
Ives Sultan & Spike CPA
Address
100 Crossways Park West, Woodbury, NY 11797
Preparer
Frank Cicarelli CPA
Phone
5164969500
Supplemental Narrative

Additional Explanations

Other Expenses.1002

Office Expenses $893

Other Expenses.1

Fifth Grade Party $5727

Other Expenses.2

CREATIVE ARTS $5475

Other Expenses.3

Spec Exp Other Grants $4500

Other Expenses.4

Science Fair $3655

Other Expenses.5

Special Projects $2820

Other Expenses.6

Literacy Program $2528

Other Expenses.7

Planners for Students $2501

Other Expenses.8

Fifth Grade Yearbook $1795

Other Expenses.9

Spec. Exp.Planting Fields Grant $1500

Other Expenses.10

Phone Directory $1311

Other Expenses.11

iContact/Website $1035

Other Expenses.12

Art $834

Other Expenses.13

Pride in Port $670

Other Expenses.14

Picnic $616

Other Expenses.15

Flowers/Gifts/Cash Gifts $603

Other Expenses.16

Allergies $545

Other Expenses.17

Mentoring Program $400

Other Expenses.18

New Parent Welcome $357

Other Expenses.19

Parent Council Dues $300

Other Expenses.20

Helping Hands $276

Other Expenses.21

General Fund $236

Other Expenses.22

Field Day $236

Other Expenses.23

Kindergarten Orientation $223

Other Expenses.24

HSA Refreshments $201

Other Expenses.25

Art Project - 5th Grade $168

Other Expenses.26

Outreach Committee $144

Other Expenses.27

Library Award Winning Books $89

Other Expenses.28

HSA Supplies $86

Other Expenses.29

Building Beautification $60

Other Expenses.30

INCOME TAX $50

Other Assets.1011

Prepaid Expenses and Deferred Charges - Beginning $1645 Prepaid Expenses and Deferred Charges - Ending $548

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $2250 Accounts Payable and Accrued Expenses - Ending $2250

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IRS990EZ/PrimaryExemptPurposeTxt0The Sousa HSA (Home & School Association) is an alliance of parents, educators, and administrators who seek to promote the best educational opportunities for the children and youth in our homes, schools & communities. We are dedicated to enriching Sousa students' educational experiences and to instilling an excitement for learning and a respect for others, our community & the world we share. Through the use of its dues and fund raising,the HSA will enhance the educational facilities & opportunities for the students of the Sousa Elementary School through programs/equipment that are not otherwise provided in the schools budgets. The Sousa HSA objectives are promoted through an educational experience directed toward parents & teachers and are developed through meetings, committees, projects & programming. the Sousa HSA will continue to strive to set and attain higher standards & goals for the educational experience of its members & will provide an open forum for communication ensuring tru
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Spec Exp Other Grants $4500
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Spec. Exp.Planting Fields Grant $1500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Phone Directory $1311
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11iContact/Website $1035
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Art $834
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Pride in Port $670
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Picnic $616
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Flowers/Gifts/Cash Gifts $603
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Allergies $545
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Mentoring Program $400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18New Parent Welcome $357
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Parent Council Dues $300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Helping Hands $276
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21General Fund $236
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22Field Day $236
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23Kindergarten Orientation $223
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24HSA Refreshments $201
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt25Art Project - 5th Grade $168
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt26Outreach Committee $144
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt27Library Award Winning Books $89
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt28HSA Supplies $86
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt29Building Beautification $60
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt30INCOME TAX $50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt31Prepaid Expenses and Deferred Charges - Beginning $1645 Prepaid Expenses and Deferred Charges - Ending $548
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt32Accounts Payable and Accrued Expenses - Beginning $2250 Accounts Payable and Accrued Expenses - Ending $2250
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Expenses.17
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Other Expenses.18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Other Expenses.19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Other Expenses.20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Other Expenses.21
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22Other Expenses.22
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc23Other Expenses.23
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc24Other Expenses.24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc25Other Expenses.25
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc26Other Expenses.26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc27Other Expenses.27
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc28Other Expenses.28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc29Other Expenses.29
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc30Other Expenses.30
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc31Other Assets.1011
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc32Total Liabilities.1001
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BA-NHI SINCLAIR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO - PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUSA HSA INC
ReturnHeader/Filer/BusinessNameControlTxt0SOUS
ReturnHeader/Filer/EIN0275462910
ReturnHeader/Filer/PhoneNum09176801709
ReturnHeader/Filer/USAddress/AddressLine1Txt0101 SANDS POINT RD
ReturnHeader/Filer/USAddress/CityNm0PORT WASHINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011050
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0IVES SULTAN & SPIKE CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 Crossways Park West
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Woodbury
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011797
ReturnHeader/PreparerPersonGrp/PhoneNum05164969500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FRANK CICARELLI CPA
ReturnHeader/ReturnTs02017-01-16T08:26:31-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-09-01
ReturnHeader/TaxPeriodEndDt02016-08-31
ReturnHeader/TaxYr02015

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