Civic Intelligence

International School at Dundee PTA

990 • Fiscal year 2019 • EIN 42-1682765

Jul 01, 2018 to Jun 30, 2019 • Filed on Sep 29, 2019

55 Florence RoadRiverside, CT 06878

(203) 637-3800

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

58th percentile

7.3%

Higher net margin than 58% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

63rd percentile

11%

Faster asset growth than 63% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

24th percentile

-20%

Faster revenue growth than 24% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$116,810

Up $11,374 (+11%) from 2018

Net Assets

Up

$116,810

Up $11,374 (+11%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$156,720

Down $38,708 (-20%) from 2018

Expenses

Down

$145,346

Down $44,617 (-23%) from 2018

Net Income

Up

$11,374

Up $5,909 (+108%) from 2018

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2011: $70,332Liabilities 2011: $02011Assets 2012: $98,115Liabilities 2012: $0Net Assets 2012: $98,1152012Assets 2013: $93,753Liabilities 2013: $0Net Assets 2013: $93,7532013Assets 2014: $80,075Liabilities 2014: $0Net Assets 2014: $80,0752014Assets 2015: $89,985Liabilities 2015: $0Net Assets 2015: $89,9852015Assets 2016: $96,824Liabilities 2016: $0Net Assets 2016: $96,8242016Assets 2017: $99,971Liabilities 2017: $0Net Assets 2017: $99,9712017Assets 2018: $105,436Liabilities 2018: $0Net Assets 2018: $105,4362018Assets 2019: $116,810Liabilities 2019: $0Net Assets 2019: $116,8102019Assets 2020: $145,969Liabilities 2020: $0Net Assets 2020: $145,9692020Assets 2021: $141,273Liabilities 2021: $0Net Assets 2021: $141,2732021Assets 2022: $142,223Liabilities 2022: $0Net Assets 2022: $142,2232022Assets 2023: $167,128Liabilities 2023: $0Net Assets 2023: $167,1282023Assets 2024: $183,615Liabilities 2024: $0Net Assets 2024: $183,6152024Assets 2025: $194,501Liabilities 2025: $0Net Assets 2025: $194,5012025

Highlighted filing

2019

Assets$116,810
Liabilities$0
Net Assets$116,810

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $224,522Expenses 2011: $203,634Net Income 2011: $20,8882011Revenue 2012: $238,631Expenses 2012: $210,848Net Income 2012: $27,7832012Revenue 2013: $188,573Expenses 2013: $192,935Net Income 2013: -$4,3622013Revenue 2014: $164,754Expenses 2014: $178,432Net Income 2014: -$13,6782014Revenue 2015: $169,655Expenses 2015: $159,745Net Income 2015: $9,9102015Revenue 2016: $167,482Expenses 2016: $160,643Net Income 2016: $6,8392016Revenue 2017: $155,801Expenses 2017: $152,654Net Income 2017: $3,1472017Revenue 2018: $195,428Expenses 2018: $189,963Net Income 2018: $5,4652018Revenue 2019: $156,720Expenses 2019: $145,346Net Income 2019: $11,3742019Revenue 2020: $149,557Expenses 2020: $120,398Net Income 2020: $29,1592020Revenue 2021: $63,453Expenses 2021: $68,149Net Income 2021: -$4,6962021Revenue 2022: $94,116Expenses 2022: $93,166Net Income 2022: $9502022Revenue 2023: $137,056Expenses 2023: $112,151Net Income 2023: $24,9052023Revenue 2024: $139,700Expenses 2024: $123,213Net Income 2024: $16,4872024Revenue 2025: $129,283Expenses 2025: $118,397Net Income 2025: $10,8862025

Highlighted filing

2019

Revenue$156,720
Expenses$145,346
Net Income$11,374
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Sep 29, 2019
Return Version
2018v3.1
Gross Receipts
$190,162
Mission and Program Overview

Mission

To provide funds for the students benefit to augment and enhance the existing school curriculum. Programs include Cultural Enrichment, Afters, Technolgy and Beautification, Teachers Discretionary Funds, Scholarships and Awards to Graduates, etc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$86,006$86,261▲ $255
Cash and Non-Interest-Bearing Accounts$19,430$30,549▲ $11,119
Total Assets$105,436$116,810▲ $11,374
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$105,436$116,810▲ $11,374
Total Net Assets Fund Balance$105,436$116,810▲ $11,374
Total Liabilities and Net Assets / Fund Balance$105,436$116,810▲ $11,374
Compensation and Service Providers

Board Members and Trustees

NameTitle
Ana LabordeCo-President
John FisherCo-President
Patricia CaminitiFirst Vice-President
Bey-Shan LiuSecretary
Amena AliTreasurer
Melissa CatesVP Communications
Emanouil ManolovVP Ed Enrichment
Annie HannafinVP Events
Suzanne SullivanVP Events
Kristine McCueVP Fundraising
Michelle O'DonnellVP Fundraising
Kristen LutzVP Nominating
Revenue and Support

Revenue Composition

Contributions and Grants
$47,320
Program Service Revenue
$78,926
Investment Income
$265
Other Revenue
$30,209
All Other Contributions
$2,257
Change in Net Assets
$11,374
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$141,396
Grants and Similar Amounts Paid$3,950
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$27,078--$27,078
Grants to Domestic Individuals$2,050--$2,050
Grants to Domestic Orgs$1,900--$1,900
Office Expenses-$1,723-$1,723
All Other Expenses-$1,454-$1,454
Fees for Services Accounting-$1,000-$1,000
Conferences and Meetings-$608-$608
Insurance-$450-$450
Total Functional Expenses$140,111$5,235$0$145,346
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$63,651
Fundraising Direct Expenses$33,442
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Parent Social$31,448$26,731$16,171$10,560
Color Challenge$32,223$25,778$12,533$13,245
Total Events$74,813$63,651$33,442$30,209
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 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
Filing and Contact Details

Filer

Filer Name
International School at Dundee PTA
EIN
42-1682765
Phone
2036373800
Address
55 Florence Road, Riverside, CT 06878

Signing Officer

Name
Katrina Sabeti
Title
Treasurer
Signed
2019-09-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ana Laborde
Formed
1999
Legal Domicile
Ct
Voting Board Members
12
Independent Board Members
0
Employees
0
Volunteers
210

Preparer

Firm
Sunny Taylor
Address
90 Havemeyer Lane, Old Greenwich, CT 06870
Preparer
Sunny Taylor
Phone
2036377898
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D

Program Service Expenses 27,078, Grants and allocations 0, Revenue 0 Other Program Service Expenses

Form 990, Part III, Line 4D

Program Service Expenses 3,950, Grants and allocations 0, Revenue 0 Grants and Scholarships

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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0264
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0261
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01145
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0308677
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99510
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportPY170Pct00.99520
IRS990ScheduleA/PublicSupportTotal170Amt0232442
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt047320
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt050671
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt046343
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt044197
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt043911
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0232442
IRS990ScheduleA/TotalSupportAmt0233587
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt011162
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt04717
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt06445
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt033442
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Parent Social
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Color Challenge
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt031448
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt032223
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt011142
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt074813
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt026731
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt025778
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt011142
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt063651
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt030209
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt04738
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt033442
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt016171
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt012533
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Program Service Expenses 27,078, Grants and allocations 0, Revenue 0 Other Program Service Expenses
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Program Service Expenses 3,950, Grants and allocations 0, Revenue 0 Grants and Scholarships
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part III, Line 4d
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0105436
IRS990/TotalAssetsEOYAmt0116810
IRS990/TotalAssetsGrp/BOYAmt0105436
IRS990/TotalAssetsGrp/EOYAmt0116810
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt047320
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05235
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0140111
IRS990/TotalFunctionalExpensesGrp/TotalAmt0145346
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0105436
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0116810
IRS990/TotalOtherProgSrvcExpenseAmt031028
IRS990/TotalProgramServiceExpensesAmt0140111
IRS990/TotalProgramServiceRevenueAmt078926
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt079191
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0156720
IRS990/TotalVolunteersCnt0210
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0105436
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0116810
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0105436
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0116810
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0520 Stanwich Road
IRS990/USAddress/CityNm0Greenwich
IRS990/USAddress/StateAbbreviationCd0CT
IRS990/USAddress/ZIPCd006831
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0www.greenwichschools.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Katrina Sabeti
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-09-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0International School at Dundee PTA
ReturnHeader/Filer/BusinessNameControlTxt0INTE
ReturnHeader/Filer/EIN0421682765
ReturnHeader/Filer/PhoneNum02036373800
ReturnHeader/Filer/USAddress/AddressLine1Txt055 Florence Road
ReturnHeader/Filer/USAddress/CityNm0Riverside
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006878
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0CB732BD969C89A7A15CCFA3A28E271A3E1510D33
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0CB732BD969C89A7A15CCFA3A28E271A3E1510D33
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt032.212.153.138
ReturnHeader/FilingSecurityInformation/IPDt02019-10-02
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm022:24:20
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Sunny Taylor

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$1.29$1.18$0.11
2024Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$1.40$1.23$0.16
2023Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$1.37$1.12$0.25
2022Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.94$0.93$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.63$0.68$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$1.50$1.20$0.29
2019Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$1.57$1.45$0.11
2018Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$1.95$1.90$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$1.56$1.53$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$1.67$1.61$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$1.70$1.60$0.10
2014Summary only. Only limited summary data is available for this year.$0.80$0.00$0.80$1.65$1.78$0.14
2013Summary only. Only limited summary data is available for this year.$0.94$0.00$0.94$1.89$1.93$0.04
2012Summary only. Only limited summary data is available for this year.$0.98$0.00$0.98$2.39$2.11$0.28
2011Summary only. Only limited summary data is available for this year.$0.70$0.00$2.25$2.04$0.21