Civic Intelligence

Sousa Hsa Inc.

990EZ • Fiscal year 2018 • EIN 27-5462910

Sep 01, 2017 to Aug 31, 2018 • Filed on Mar 11, 2019

101 Sands Point RdPort Washington, NY 11050

(917) 882-3219

Siviq Scores

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

Liabilities / Assets

92nd percentile

0.06x

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

2018 filings • NTEE B94 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

94th percentile

0.05x

Higher debt load relative to revenue than 94% of similar nonprofits.

2018 filings • NTEE B94 • <$500k nonprofits • Source year 2018

Net Margin

7th percentile

-45%

Higher net margin than 7% of similar nonprofits.

2018 filings • NTEE B94 • <$500k nonprofits • Source year 2018

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.

2018 filings • NTEE B94 • <$500k nonprofits • Source year 2018

Asset Growth

11th percentile

-36%

Faster asset growth than 11% of similar nonprofits.

2018 filings • NTEE B94 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

52nd percentile

0.4%

Faster revenue growth than 52% of similar nonprofits.

2018 filings • NTEE B94 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$45,368

Down $25,944 (-36%) from 2017

Net Assets

Down

$42,679

Down $26,383 (-38%) from 2017

Liabilities

Up

$2,689

Up $439 (+20%) from 2017

Revenue

Up

$58,559

Up $209 (+0.4%) from 2017

Expenses

Up

$84,942

Up $21,738 (+34%) from 2017

Net Income

Down

-$26,383

Down $21,529 (-444%) from 2017

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

2018

Assets$45,368
Liabilities$2,689
Net Assets$42,679

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

2018

Revenue$58,559
Expenses$84,942
Net Income-$26,383
Jump To
Filing Snapshot
Filing Period
Sep 1, 2017 to Aug 31, 2018
Signed
Mar 11, 2019
Return Version
2017v2.2
Gross Receipts
$163,346
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.$66,313-
FIFTH GRADE ACTIVITIES: SUPPORT FOR THE 5TH GRADE PARTY AND YEARBOOK.$7,624-
CREATIVE ARTS: WEEK LONG SERIES OF WORKSHOPS AND PROGRAMS RELATING TO DIFFERENT WORLDWIDE CULTURES.$6,673-
ALLERGIES: TO EDUCATE STUDENTS TO BE RESPECTFUL AND AWARE OF OTHER STUDENTS THAT HAVE ALLERGIES.$870-
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.$205-
STAFF APPRECIATION: LUNCHEON TO THANK THE ENTIRE STAFF FOR ALL THE WORK THAT THEY DO.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANTONIETTE MANZIVice President-$0--
KARYN ALERYRec - Secretary-$0--
SHANA MELENDEZVice President-$0--
NUSSARA CHUTIJIRAWONGTreasurer-$0--
INGRID LEVINERec - SecretaryPT$0--
MARA SARCHESECo - PresidentPT$0--
JILLIAN LUNDBERGCo President-$0--
DANA GOODMANCOR -Secretary-$0--
JEN FINK SCHIFFERVice President-$0--
STACEY DELICH-GOULDCOR -Secretary-$0--
LIZ HOCHMAN MAKVice President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Social Night$41,672$41,672$21,723$19,949
School Supplies$25,072$25,072$25,133$-61
Total Events$148,385$148,385$102,421$45,964
Filing and Contact Details

Filer

Filer Name
Sousa Hsa Inc
EIN
27-5462910
Phone
9178823219
Address
101 SANDS POINT RD, PORT WASHINGTON, NY 11050

Signing Officer

Name
Jillian Lundberg
Title
Co - President
Signed
2019-03-11
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Other Expenses.1

Special Projects $43756

Other Expenses.2

Spec Exp Other Grants $7728

Other Expenses.3

CREATIVE ARTS $6673

Other Expenses.4

Fifth Grade Party $5810

Other Expenses.5

Science Fair $3507

Other Expenses.6

Literacy Program $2482

Other Expenses.7

Planners for Students $2232

Other Expenses.8

Fifth Grade Yearbook $1814

Other Expenses.9

Flowers/Gifts/Cash Gifts $1057

Other Expenses.10

Allergies $870

Other Expenses.11

TALENT SHOW $600

Other Expenses.12

Art Project 5th Grade $512

Other Expenses.13

COOKING LAB $464

Other Expenses.14

HELPING HANDS $440

Other Expenses.15

GARDEN $420

Other Expenses.16

Art $413

Other Expenses.17

Mentoring Program $400

Other Expenses.18

GREEN COMMITTE $400

Other Expenses.19

Phone Directory $398

Other Expenses.20

WEBSITE $312

Other Expenses.21

Parent Council Dues $300

Other Expenses.22

New Parent Welcome $300

Other Expenses.23

HSA Refreshments $300

Other Expenses.24

General Fund $220

Other Expenses.25

Kindergarten Orientation $205

Other Expenses.26

Pride in Port $197

Other Expenses.27

Outreach Committee $194

Other Expenses.28

JPS BIRTHAY $151

Other Expenses.29

SEPTA DUES $150

Other Expenses.30

SOUSA BUDDIES $108

Other Expenses.31

Library Award Winning Books $98

Other Expenses.32

BANK CHARGES $95

Other Expenses.33

INCOME TAX $50

Other Expenses.34

Building Beautification $36

Other Assets.1011

Prepaid Expenses and Deferred Charges - Beginning $1650 Prepaid Expenses and Deferred Charges - Ending $1213

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $2250 Accounts Payable and Accrued Expenses - Ending $2689

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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FIFTH GRADE ACTIVITIES: SUPPORT FOR THE 5TH GRADE PARTY AND YEARBOOK.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2ALLERGIES: TO EDUCATE STUDENTS TO BE RESPECTFUL AND AWARE OF OTHER STUDENTS THAT HAVE ALLERGIES.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Spec Exp Other Grants $7728
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CREATIVE ARTS $6673
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Fifth Grade Party $5810
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Science Fair $3507
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Literacy Program $2482
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Planners for Students $2232
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Fifth Grade Yearbook $1814
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Flowers/Gifts/Cash Gifts $1057
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Allergies $870
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10TALENT SHOW $600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Art Project 5th Grade $512
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12COOKING LAB $464
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13HELPING HANDS $440
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14GARDEN $420
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Art $413
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Mentoring Program $400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17GREEN COMMITTE $400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Phone Directory $398
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19WEBSITE $312
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Parent Council Dues $300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21New Parent Welcome $300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22HSA Refreshments $300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23General Fund $220
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24Kindergarten Orientation $205
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt25Pride in Port $197
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt26Outreach Committee $194
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt27JPS BIRTHAY $151
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt28SEPTA DUES $150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt29SOUSA BUDDIES $108
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt30Library Award Winning Books $98
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt31BANK CHARGES $95
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt32INCOME TAX $50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt33Building Beautification $36
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt34Prepaid Expenses and Deferred Charges - Beginning $1650 Prepaid Expenses and Deferred Charges - Ending $1213
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt35Accounts Payable and Accrued Expenses - Beginning $2250 Accounts Payable and Accrued Expenses - Ending $2689
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.17
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Expenses.18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Other Expenses.19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Other Expenses.20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Other Expenses.21
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Other Expenses.22
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22Other Expenses.23
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc23Other Expenses.24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc24Other Expenses.25
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc25Other Expenses.26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc26Other Expenses.27
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc27Other Expenses.28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc28Other Expenses.29
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc29Other Expenses.30
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc30Other Expenses.31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc31Other Expenses.32
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc32Other Expenses.33
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc33Other Expenses.34
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc34Other Assets.1011
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc35Total Liabilities.1001
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JILLIAN LUNDBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO - PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-03-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUSA HSA INC
ReturnHeader/Filer/BusinessNameControlTxt0SOUS
ReturnHeader/Filer/EIN0275462910
ReturnHeader/Filer/PhoneNum09178823219
ReturnHeader/Filer/USAddress/AddressLine1Txt0101 SANDS POINT RD
ReturnHeader/Filer/USAddress/CityNm0PORT WASHINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011050
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0112715389
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Ives Sultan & Spike CPAs
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/ReturnTs02019-03-11T12:55:56-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-09-01
ReturnHeader/TaxPeriodEndDt02018-08-31
ReturnHeader/TaxYr02017

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