Civic Intelligence

Sousa Hsa Inc.

990EZ • Fiscal year 2017 • EIN 27-5462910

Sep 01, 2016 to Aug 31, 2017 • Filed on Jan 19, 2018

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

90th percentile

0.03x

Higher debt load relative to assets than 90% of similar nonprofits.

2017 filings • NTEE B94 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

92nd percentile

0.04x

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

2017 filings • NTEE B94 • <$500k nonprofits • Source year 2017

Net Margin

26th percentile

-8.3%

Higher net margin than 26% of similar nonprofits.

2017 filings • NTEE B94 • <$500k nonprofits • Source year 2017

Top Officer Pay

98th percentile

$0

Higher top officer pay than 98% of similar nonprofits.

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

2017 filings • NTEE B94 • <$500k nonprofits • Source year 2017

Asset Growth

38th percentile

-6.4%

Faster asset growth than 38% of similar nonprofits.

2017 filings • NTEE B94 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

34th percentile

-8.2%

Faster revenue growth than 34% of similar nonprofits.

2017 filings • NTEE B94 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$71,312

Down $4,854 (-6.4%) from 2016

Net Assets

Down

$69,062

Down $4,854 (-6.6%) from 2016

Liabilities

Flat

$2,250

Flat from 2016

Revenue

Down

$58,350

Down $5,197 (-8.2%) from 2016

Expenses

Up

$63,204

Up $21,120 (+50%) from 2016

Net Income

Down

-$4,854

Down $26,317 (-123%) from 2016

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

2017

Assets$71,312
Liabilities$2,250
Net Assets$69,062

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

2017

Revenue$58,350
Expenses$63,204
Net Income-$4,854
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Jan 19, 2018
Return Version
2016v3.0
Gross Receipts
$144,245
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.$50,442-
FIFTH GRADE ACTIVITIES: SUPPORT FOR THE 5TH GRADE PARTY AND YEARBOOK.$6,481-
CREATIVE ARTS: WEEK LONG SERIES OF WORKSHOPS AND PROGRAMS RELATING TO DIFFERENT WORLDWIDE CULTURES.$2,275-
ALLERGIES: TO EDUCATE STUDENTS TO BE RESPECTFUL AND AWARE OF OTHER STUDENTS THAT HAVE ALLERGIES.$850-
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.$211-
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 DREWESRec - Secretary-$0--
SHANA MELENDEZVice President-$0--
SHELLY PERSUADTreasurer-$0--
DAVID MEOLIVice PresidentPT$0--
MARA SARCHESECo - PresidentPT$0--
KAREN SILVERTeacher Rep-$0--
STEPHANIE YARDENICOR -Secretary-$0--
JEN FINK SCHIFFERVice President-$0--
LORI TYRASVice President-$0--
LIZ MOLLOYTeacher Rep-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Social Night$42,190$42,190$15,442$26,748
School Supplies$23,247$23,247$21,728$1,519
Total Events$130,552$130,552$80,916$49,636
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
Mara Sarchese
Title
Co - President
Signed
2018-01-19
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Other Expenses.1002

Office Expenses $245

Other Expenses.1

Special Projects $34484

Other Expenses.2

Fifth Grade Party $4928

Other Expenses.3

Literacy Program $3715

Other Expenses.4

Spec Exp Other Grants $3600

Other Expenses.5

Science Fair $3038

Other Expenses.6

CREATIVE ARTS $2275

Other Expenses.7

Fifth Grade Yearbook $1554

Other Expenses.8

Planners for Students $1207

Other Expenses.9

Allergies $850

Other Expenses.10

Flowers/Gifts/Cash Gifts $747

Other Expenses.11

Pride in Port $604

Other Expenses.12

General Fund $540

Other Expenses.13

Phone Directory $470

Other Expenses.14

Art $450

Other Expenses.15

Mentoring Program $400

Other Expenses.16

Parent Council Dues $300

Other Expenses.17

New Parent Welcome $300

Other Expenses.18

Art Project 5th Grade $218

Other Expenses.19

Kindergarten Orientation $211

Other Expenses.20

Building Beautification $167

Other Expenses.21

HSA Supplies $163

Other Expenses.22

HSA Refreshments $150

Other Expenses.23

Outreach Committee $147

Other Expenses.24

Library Award Winning Books $75

Other Expenses.25

INCOME TAX $50

Other Expenses.26

Picnic $43

Other Expenses.27

iContact/Website $23

Other Assets.1011

Prepaid Expenses and Deferred Charges - Beginning $548 Prepaid Expenses and Deferred Charges - Ending $1650

Total Liabilities.1001

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

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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FIFTH GRADE ACTIVITIES: SUPPORT FOR THE 5TH GRADE PARTY AND YEARBOOK.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $245
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Special Projects $34484
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Fifth Grade Party $4928
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Literacy Program $3715
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Spec Exp Other Grants $3600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Science Fair $3038
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CREATIVE ARTS $2275
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Fifth Grade Yearbook $1554
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Planners for Students $1207
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Allergies $850
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Flowers/Gifts/Cash Gifts $747
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Pride in Port $604
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12General Fund $540
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Phone Directory $470
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Art $450
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Mentoring Program $400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Parent Council Dues $300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17New Parent Welcome $300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Art Project 5th Grade $218
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Kindergarten Orientation $211
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Building Beautification $167
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21HSA Supplies $163
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22HSA Refreshments $150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23Outreach Committee $147
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24Library Award Winning Books $75
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt25INCOME TAX $50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt26Picnic $43
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt27iContact/Website $23
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt28Prepaid Expenses and Deferred Charges - Beginning $548 Prepaid Expenses and Deferred Charges - Ending $1650
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt29Accounts 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 Assets.1011
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc29Total Liabilities.1001
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARA SARCHESE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO - PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-19
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 LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 Crossways Park Drive West
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Woodbury
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011797
ReturnHeader/PreparerPersonGrp/PhoneNum05164969500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FRANK CICARELLI CPA
ReturnHeader/ReturnTs02018-01-19T10:36:17-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-09-01
ReturnHeader/TaxPeriodEndDt02017-08-31
ReturnHeader/TaxYr02016

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