Civic Intelligence

Ptsa Michigan Congress of Parents Teachers and Students

990EZ • Fiscal year 2021 • EIN 38-2836908

Jul 01, 2020 to Jun 30, 2021 • Filed on Aug 30, 2021

Organization ProfileHUGGER ELEMENTARY PTA
5050 Sheldon RoadRochester, MI 48306

(248) 593-9251

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

36th percentile

0.0%

Higher net margin than 36% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

41st percentile

0.0%

Faster asset growth than 41% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

15th percentile

-54%

Faster revenue growth than 15% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Flat

$50,283

Flat from 2020

Net Assets

Flat

$50,283

Flat from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin36th percentile

Revenue

Down

$39,916

Down $47,701 (-54%) from 2020

Expenses

Down

$39,916

Down $46,815 (-54%) from 2020

Net Income

Down

$0

Down $886 (-100%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$60K$40K$20K$0Assets 2011: $28,871Liabilities 2011: $02011Assets 2012: $41,355Liabilities 2012: $02012Assets 2013: $20,008Liabilities 2013: $02013Assets 2014: $29,260Liabilities 2014: $02014Assets 2015: $41,779Liabilities 2015: $02015Assets 2016: $44,914Liabilities 2016: $02016Assets 2017: $32,949Liabilities 2017: $02017Assets 2018: $43,192Liabilities 2018: $02018Assets 2019: $49,397Liabilities 2019: $0Net Assets 2019: $49,3972019Assets 2020: $50,283Liabilities 2020: $0Net Assets 2020: $50,2832020Assets 2021: $50,283Liabilities 2021: $0Net Assets 2021: $50,2832021Assets 2022: $43,528Liabilities 2022: $0Net Assets 2022: $43,5282022Assets 2023: $28,584Liabilities 2023: $0Net Assets 2023: $28,5842023Assets 2024: $12,213Liabilities 2024: $0Net Assets 2024: $12,2132024Assets 2025: $6,322Net Assets 2025: $6,3222025

Highlighted filing

2021

Assets$50,283
Liabilities$0
Net Assets$50,283
Open 2021 Filing

Operations Trend

Revenue Growth15th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $32,022Expenses 2011: $28,466Net Income 2011: $3,5562011Revenue 2012: $36,906Expenses 2012: $24,422Net Income 2012: $12,4842012Revenue 2013: $18,701Expenses 2013: $40,028Net Income 2013: -$21,3272013Revenue 2014: $42,647Expenses 2014: $33,395Net Income 2014: $9,2522014Revenue 2015: $26,998Expenses 2015: $13,249Net Income 2015: $13,7492015Revenue 2016: $50,890Expenses 2016: $47,755Net Income 2016: $3,1352016Revenue 2017: $83,653Expenses 2017: $95,618Net Income 2017: -$11,9652017Revenue 2018: $92,201Expenses 2018: $81,958Net Income 2018: $10,2432018Revenue 2019: $99,655Expenses 2019: $94,962Net Income 2019: $4,6932019Revenue 2020: $87,617Expenses 2020: $86,731Net Income 2020: $8862020Revenue 2021: $39,916Expenses 2021: $39,916Net Income 2021: $02021Revenue 2022: $108,156Expenses 2022: $114,911Net Income 2022: -$6,7552022Revenue 2023: $95,815Expenses 2023: $110,759Net Income 2023: -$14,9442023Revenue 2024: $86,059Expenses 2024: $102,430Net Income 2024: -$16,3712024Revenue 2025: $92,448Expenses 2025: $98,339Net Income 2025: -$5,8912025

Highlighted filing

2021

Revenue$39,916
Expenses$39,916
Net Income$0
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Aug 30, 2021
Return Version
2020v4.0
Gross Receipts
$39,916
Mission and Program Overview

Mission

Elementary student and teacher support in the pursuit of quality education for students. Support in providing learning tools , supplies and support all other child growth activities.

Program Services

DescriptionGrantsExpenses
TEACHER SUPPORT, MUSICAL INSTRUMENTS, ART GRANTS, BOOKS AND SUBSCRIPTIONS--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMIE R BRANDIMARTETreasurer-$0--
ERIN HANDZOVP Of Member-$0--
CHRISTINA USZTANVP Of Academ-$0--
LIZ FAHRNIVP Fundraisi-$0--
CHRISTINA LOSHKREFFVP Of Commun-$0--
JENNIFER WITTSecretary-$0--
SHELLY SHAFERPresident-$0--
Filing and Contact Details

Filer

Filer Name
Hugger Elementart Pta
EIN
38-2836908
Address
5050 SHELDON ROAD, ROCHESTER, MI 48306

Signing Officer

Name
Jamie R Brandimarte
Title
Treasurer
Phone
2485939251
Signed
2021-08-30
Discuss with paid preparer
Yes

Preparer

Firm
Simon Campbell Trenkamp Pc
Address
7013 ORCHARD LAKE ROAD SUITE 115, WEST BLOOMFIELD, MI 48322
Preparer
Norman N Berry Ea
Phone
2487374300
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses advertising and promotion 39,641 total 39,641”

Form 990-ez, Part II, Line 24

“Accounts rec 0 1,403 total 0 1,403”

Form 990-ez, Part III

“Elementary student and teacher support in the pursuit of quality education for students. Support in providing learning tools , supplies and support all other child growth activities.”

Raw XML Appendix161 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0JAMIE R BRANDIMARTE
CompensationExplanation/CompensationExplanationGrp/PersonNm1ERIN HANDZO
CompensationExplanation/CompensationExplanationGrp/PersonNm2CHRISTINA USZTAN
CompensationExplanation/CompensationExplanationGrp/PersonNm3LIZ FAHRNI
CompensationExplanation/CompensationExplanationGrp/PersonNm4CHRISTINA LOSHKREFF
CompensationExplanation/CompensationExplanationGrp/PersonNm5JENNIFER WITT
CompensationExplanation/CompensationExplanationGrp/PersonNm6SHELLY SHAFER
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JAIME BRANDIMARTE
IRS990EZ/BooksInCareOfDetail/PhoneNum02485939251
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06227 WINDEMERE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SHELBY TOWNSHIP
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd048316
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt050283
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt048880
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt04050
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0275
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt050283
IRS990EZ/Form990TotalAssetsGrp/EOYAmt050283
IRS990EZ/GrossReceiptsAmt039916
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt050283
IRS990EZ/NetAssetsOrFundBalancesEOYAmt050283
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt050283
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt050283
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAMIE R BRANDIMARTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ERIN HANDZO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHRISTINA USZTAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LIZ FAHRNI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CHRISTINA LOSHKREFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JENNIFER WITT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SHELLY SHAFER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP OF MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP OF ACADEM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP FUNDRAISI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP OF COMMUN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01403
IRS990EZ/OtherExpensesTotalAmt039641
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ELEMENTARY STUDENT AND TEACHER SUPPORT IN THE PURSUIT OF QUALITY EDUCATION FOR STUDENTS. SUPPORT IN PROVIDING LEARNING TOOLS , SUPPLIES AND SUPPORT ALL OTHER CHILD GROWTH ACTIVITIES.
IRS990EZ/ProgramServiceRevenueAmt035866
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TEACHER SUPPORT, MUSICAL INSTRUMENTS, ART GRANTS, BOOKS AND SUBSCRIPTIONS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt039916
IRS990EZ/TotalRevenueAmt039916
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HUGGER ELEMENTARY PTA
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04050
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02955
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt014745
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt031000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt07310
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt060060
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt035866
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt084662
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt038990
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt037204
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt011010
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0207732
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt028110
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt021000
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt022410
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt071520
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0339312
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt039916
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt087617
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt081845
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt089204
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt040730
IRS990ScheduleA/Total509Grp/TotalAmt0339312
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt039916
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt087617
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt081845
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt089204
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt040730
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0339312
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING AND PROMOTION 39,641 TOTAL 39,641
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS REC 0 1,403 TOTAL 0 1,403
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ELEMENTARY STUDENT AND TEACHER SUPPORT IN THE PURSUIT OF QUALITY EDUCATION FOR STUDENTS. SUPPORT IN PROVIDING LEARNING TOOLS , SUPPLIES AND SUPPORT ALL OTHER CHILD GROWTH ACTIVITIES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMIE R BRANDIMARTE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02485939251
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HUGGER ELEMENTART PTA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0HUGGER ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0HUGG
ReturnHeader/Filer/EIN0382836908
ReturnHeader/Filer/USAddress/AddressLine1Txt05050 SHELDON ROAD
ReturnHeader/Filer/USAddress/CityNm0ROCHESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048306
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0475155305
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SIMON CAMPBELL TRENKAMP PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07013 ORCHARD LAKE ROAD SUITE 115
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WEST BLOOMFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048322
ReturnHeader/PreparerPersonGrp/PhoneNum02487374300
ReturnHeader/PreparerPersonGrp/PreparationDt02021-09-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NORMAN N BERRY EA
ReturnHeader/ReturnTs02021-09-02T08:47:59-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BRANDIMARTE
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$50,283
Liabilities
$0
Net assets
$50,283
Revenue
$39,916
Expenses
$39,916
Net income
$0
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.06$0.06$0.92$0.98$0.06
2024Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.86$1.02$0.16
2023Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.96$1.11$0.15
2022Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$1.08$1.15$0.07
2021Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.40$0.40$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.88$0.87$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$1.00$0.95$0.05
2018Summary only. Only limited summary data is available for this year.$0.43$0.00$0.92$0.82$0.10
2017Summary only. Only limited summary data is available for this year.$0.33$0.00$0.84$0.96$0.12
2016Summary only. Only limited summary data is available for this year.$0.45$0.00$0.51$0.48$0.03
2015Summary only. Only limited summary data is available for this year.$0.42$0.00$0.27$0.13$0.14
2014Summary only. Only limited summary data is available for this year.$0.29$0.00$0.43$0.33$0.09
2013Summary only. Only limited summary data is available for this year.$0.20$0.00$0.19$0.40$0.21
2012Summary only. Only limited summary data is available for this year.$0.41$0.00$0.37$0.24$0.12
2011Summary only. Only limited summary data is available for this year.$0.29$0.00$0.32$0.28$0.04