Civic Intelligence

Katonah Elementary School PTO

EIN 41-2058632 • 501(c)3 • Katonah, NY

Profile

To promote the welfare of katonah elementary school (kes) children at school, home and in the community. To increase communication between the home and school so that parents and teachers may work cooperatively toward enhancing the education of kes children. To conduct fundraising events and programs for the benefit of kes students.

106 Huntville RoadKatonah, NY 10536

www.kespto.com

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 2023

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

84th percentile

34%

Higher net margin than 84% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

83rd percentile

33%

Faster asset growth than 83% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

89th percentile

72%

Faster revenue growth than 89% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$149,564

Up $37,100 (+33%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Up

$149,564

Up $37,100 (+33%) from 2022

Revenue

Up

$110,723

Up $46,227 (+72%) from 2022

Expenses

Down

$73,623

Down $1,495 (-2.0%) from 2022

Net Income

Up

$37,100

Up $47,722 (+449%) from 2022

Trend Graphs

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2011: $79,572Liabilities 2011: $0Net Assets 2011: $79,5722011Assets 2012: $77,000Liabilities 2012: $0Net Assets 2012: $77,0002012Assets 2013: $83,893Liabilities 2013: $0Net Assets 2013: $83,8932013Assets 2014: $88,345Liabilities 2014: $0Net Assets 2014: $88,3452014Assets 2015: $99,973Liabilities 2015: $0Net Assets 2015: $99,9732015Assets 2016: $119,218Liabilities 2016: $0Net Assets 2016: $119,2182016Assets 2017: $139,651Liabilities 2017: $0Net Assets 2017: $139,6512017Assets 2018: $144,889Liabilities 2018: $0Net Assets 2018: $144,8892018Assets 2019: $160,389Liabilities 2019: $0Net Assets 2019: $160,3892019Assets 2020: $138,692Liabilities 2020: $0Net Assets 2020: $138,6922020Assets 2021: $123,086Liabilities 2021: $0Net Assets 2021: $123,0862021Assets 2022: $112,464Liabilities 2022: $0Net Assets 2022: $112,4642022Assets 2023: $149,564Liabilities 2023: $0Net Assets 2023: $149,5642023

Highlighted filing

2023

Assets$149,564
Liabilities$0
Net Assets$149,564

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $153,724Expenses 2011: $142,015Net Income 2011: $11,7092011Expenses 2012: $125,0942012Expenses 2013: $92,0222013Revenue 2014: $68,400Expenses 2014: $63,948Net Income 2014: $4,4522014Revenue 2015: $114,088Expenses 2015: $102,460Net Income 2015: $11,6282015Revenue 2016: $114,138Expenses 2016: $94,893Net Income 2016: $19,2452016Revenue 2017: $107,306Expenses 2017: $86,873Net Income 2017: $20,4332017Revenue 2018: $86,144Expenses 2018: $80,906Net Income 2018: $5,2382018Revenue 2019: $135,819Expenses 2019: $120,319Net Income 2019: $15,5002019Revenue 2020: $76,178Expenses 2020: $97,875Net Income 2020: -$21,6972020Revenue 2021: $26,865Expenses 2021: $42,471Net Income 2021: -$15,6062021Revenue 2022: $64,496Expenses 2022: $75,118Net Income 2022: -$10,6222022Revenue 2023: $110,723Expenses 2023: $73,623Net Income 2023: $37,1002023

Highlighted filing

2023

Revenue$110,723
Expenses$73,623
Net Income$37,100

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$1.50$0.00$1.50$1.11$0.74$0.37
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.12$0.00$1.12$0.64$0.75$0.11
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.23$0.00$1.23$0.27$0.42$0.16
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.39$0.00$1.39$0.76$0.98$0.22
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.60$0.00$1.60$1.36$1.20$0.16
2018Summary only. Only limited summary data is available for this year.$1.45$0.00$1.45$0.86$0.81$0.05
2017Summary only. Only limited summary data is available for this year.$1.40$0.00$1.40$1.07$0.87$0.20
2016Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$1.14$0.95$0.19
2015Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$1.14$1.02$0.12
2014Summary only. Only limited summary data is available for this year.$0.88$0.00$0.88$0.68$0.64$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.84$0.00$0.84$0.92
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.77$0.00$0.77$1.25
2011Summary only. Only limited summary data is available for this year.$0.80$0.00$0.80$1.54$1.42$0.12
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Sep 1, 2021 to Aug 31, 2022
Signed
Jan 12, 2023
Return Version
2021v4.0
Gross Receipts
$93,859
Mission and Program Overview

Mission

To promote the welfare of katonah elementary school (kes) children at school, home and in the community. To increase communication between the home and school so that parents and teachers may work cooperatively toward enhancing the education of kes children. To conduct fundraising events and programs for the benefit of kes students.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$101,990$102,003▲ $13
Cash and Non-Interest-Bearing Accounts$21,096$10,461▼ $10,635
Total Assets$123,086$112,464▼ $10,622
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$123,086$112,464▼ $10,622
Total Net Assets Fund Balance$123,086$112,464▼ $10,622
Total Liabilities and Net Assets / Fund Balance$123,086$112,464▼ $10,622
Compensation and Service Providers

Board Members and Trustees

NameTitle
Geraldine ZikelyCo-president
Precious Knudsen RuppensteinCo-president
Doreen Parsons SicilianoCo Vice Pres
Tanya SweeneyCo Vice Pres
Dana DavisonCo-communica
Nina CasconeCo-communica
Elizabeth Bedell LindsayCorrespond S
Elena BeckerFundraising
Miriam DaceyFundraising
Kristen WoodardRecording Se
Kerry McgillTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$21,946
Program Service Revenue
$43,244
Investment Income
$13
Other Revenue
$-707
All Other Contributions
$15,646
Change in Net Assets
$-10,622
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$72,632
Grants and Similar Amounts Paid$2,486
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$67,550--$67,550
Office Expenses$2,752--$2,752
Grants to Domestic Individuals$2,486--$2,486
Fees for Services Accounting-$1,675-$1,675
Insurance-$655-$655
Total Functional Expenses$72,788$2,330$0$75,118
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$29,363
Fundraising Gross Income$28,656
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring Gala$34,956$28,656$16,536$12,120
Total Events$34,956$28,656$29,363$-707
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

Governance Explanations

Form 990, Page 6, Part VI, Line 6

Pto members of the school elect the board members

Form 990, Page 6, Part VI, Line 7A

Pto members of the school elect the board members

Form 990, Page 6, Part VI, Line 11B

Form 990 is prepared by an outside accounting firm. Certain board members review form 990 and recommendations and changes are adopted prior to submission. The 990 is available to all board members after filing, if requested.

Form 990, Page 6, Part VI, Line 19

Form 990 is available upon request via phone or email.

Filing and Contact Details

Filer

Filer Name
Katonah Elementary School Pto
EIN
41-2058632
Phone
9147637000
Address
106 HUNTVILLE ROAD, KATONAH, NY 10536

Signing Officer

Name
Lindsey Cullen
Title
Treasurer
Signed
2023-01-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Geraldine Zikely
Legal Domicile
Ny
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
50

Preparer

Firm
Victor J Cannistra CPA Pc
Address
43 KENSICO DRIVE 2ND FLOOR, MOUNT KISCO, NY 10549-1009
Preparer
Victor J Cannistra CPA
Phone
9142413605
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

To promote the welfare of katonah elementary school (kes) children at school, home and in the community. To increase communication between the home and school so that parents and teachers may work cooperatively toward enhancing the education of kes children. To conduct fundraising events and programs for the benefit of kes students.

Form 990, Page 2, Part III, Line 4D

Various other programs include a community garden & greenhouse, 5th grade graduation, student & teacher events, classroom wishlist, scholarships to graduating seniors and donations to people in need.

Raw XML Appendix392 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
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IRS990/Form990PartVIISectionAGrp/PersonNm2DOREEN PARSONS SICILIANO
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IRS990/Form990PartVIISectionAGrp/TitleTxt0CO-PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1CO-PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2CO VICE PRES
IRS990/Form990PartVIISectionAGrp/TitleTxt3CO VICE PRES
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5RECORDING SE
IRS990/Form990PartVIISectionAGrp/TitleTxt6CORRESPOND S
IRS990/Form990PartVIISectionAGrp/TitleTxt7FUNDRAISING
IRS990/Form990PartVIISectionAGrp/TitleTxt8FUNDRAISING
IRS990/Form990PartVIISectionAGrp/TitleTxt9CO-COMMUNICA
IRS990/Form990PartVIISectionAGrp/TitleTxt10CO-COMMUNICA
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IRS990/MissionDesc0TO PROMOTE THE WELFARE OF KATONAH ELEMENTARY SCHOOL (KES) CHILDREN AT SCHOOL, HOME AND IN THE COMMUNITY. TO INCREASE COMMUNICATION BETWEEN THE HOME AND SCHOOL SO THAT PARENTS AND TEACHERS MAY WORK COOPERATIVELY TOWARD ENHANCING THE EDUCATION OF KES CHILDREN. TO CONDUCT FUNDRAISING EVENTS AND PROGRAMS FOR THE BENEFIT OF KES STUDENTS.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0VARIOUS OTHER PROGRAMS INCLUDE A COMMUNITY GARDEN & GREENHOUSE, 5TH GRADE GRADUATION, STUDENT & TEACHER EVENTS, CLASSROOM WISHLIST, SCHOLARSHIPS TO GRADUATING SENIORS AND DONATIONS TO PEOPLE IN NEED.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO PROMOTE THE WELFARE OF KATONAH ELEMENTARY SCHOOL (KES) CHILDREN AT SCHOOL, HOME AND IN THE COMMUNITY. TO INCREASE COMMUNICATION BETWEEN THE HOME AND SCHOOL SO THAT PARENTS AND TEACHERS MAY WORK COOPERATIVELY TOWARD ENHANCING THE EDUCATION OF KES CHILDREN. TO CONDUCT FUNDRAISING EVENTS AND PROGRAMS FOR THE BENEFIT OF KES STUDENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1VARIOUS OTHER PROGRAMS INCLUDE A COMMUNITY GARDEN & GREENHOUSE, 5TH GRADE GRADUATION, STUDENT & TEACHER EVENTS, CLASSROOM WISHLIST, SCHOLARSHIPS TO GRADUATING SENIORS AND DONATIONS TO PEOPLE IN NEED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PTO MEMBERS OF THE SCHOOL ELECT THE BOARD MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PTO MEMBERS OF THE SCHOOL ELECT THE BOARD MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM. CERTAIN BOARD MEMBERS REVIEW FORM 990 AND RECOMMENDATIONS AND CHANGES ARE ADOPTED PRIOR TO SUBMISSION. THE 990 IS AVAILABLE TO ALL BOARD MEMBERS AFTER FILING, IF REQUESTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FORM 990 IS AVAILABLE UPON REQUEST VIA PHONE OR EMAIL.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/USAddress/AddressLine1Txt0106 HUNTVILLE RD
IRS990/USAddress/CityNm0KATONAH
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd010536
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IRS990/WebsiteAddressTxt0WWW.KESPTO.COM
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ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LINDSEY CULLEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-01-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KATONAH ELEMENTARY SCHOOL PTO
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PARENT TEACHER ORGANIZATION
ReturnHeader/Filer/BusinessNameControlTxt0KATO
ReturnHeader/Filer/EIN0412058632
ReturnHeader/Filer/PhoneNum09147637000
ReturnHeader/Filer/USAddress/AddressLine1Txt0106 HUNTVILLE ROAD
ReturnHeader/Filer/USAddress/CityNm0KATONAH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010536
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0030410574
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0VICTOR J CANNISTRA CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt043 KENSICO DRIVE 2ND FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MOUNT KISCO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0105491009
ReturnHeader/PreparerPersonGrp/PhoneNum09142413605
ReturnHeader/PreparerPersonGrp/PreparationDt02023-01-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0VICTOR J CANNISTRA CPA
ReturnHeader/ReturnTs02023-01-31T14:35:21-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LINDSEY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CULLEN
ReturnHeader/TaxPeriodBeginDt02021-09-01
ReturnHeader/TaxPeriodEndDt02022-08-31
ReturnHeader/TaxYr02021

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