Civic Intelligence

Stony Brook Parent Teacher Organization

990EZ • Fiscal year 2017 • EIN 72-1528245

Jul 01, 2016 to Jun 30, 2017 • Filed on Jan 24, 2018

20 Stephenson RoadPennington, NJ 08534

(609) 737-4006

Siviq Scores

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

Liabilities / Assets

85th percentile

0.00x

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

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

Liabilities / Revenue

85th percentile

0.00x

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

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

Net Margin

12th percentile

-30%

Higher net margin than 12% 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

16th percentile

-26%

Faster asset growth than 16% of similar nonprofits.

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

Revenue Growth

3rd percentile

-57%

Faster revenue growth than 3% of similar nonprofits.

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

Assets

Down

$35,492

Down $12,560 (-26%) from 2016

Net Assets

Down

$35,492

Down $12,560 (-26%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$41,593

Down $55,325 (-57%) from 2016

Expenses

Down

$54,153

Down $25,613 (-32%) from 2016

Net Income

Down

-$12,560

Down $29,712 (-173%) from 2016

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2011: $38,828Liabilities 2011: $5,159Net Assets 2011: $33,6692011Assets 2012: $29,811Liabilities 2012: $58Net Assets 2012: $29,7532012Assets 2013: $49,722Liabilities 2013: $6,872Net Assets 2013: $42,8502013Assets 2014: $12,005Liabilities 2014: $276Net Assets 2014: $11,7292014Assets 2015: $30,900Liabilities 2015: $0Net Assets 2015: $30,9002015Assets 2016: $48,052Liabilities 2016: $0Net Assets 2016: $48,0522016Assets 2017: $35,492Liabilities 2017: $0Net Assets 2017: $35,4922017Assets 2018: $43,098Liabilities 2018: $0Net Assets 2018: $43,0982018Assets 2019: $45,663Liabilities 2019: $0Net Assets 2019: $45,6632019Assets 2020: $44,197Liabilities 2020: $0Net Assets 2020: $44,1972020Assets 2021: $56,424Liabilities 2021: $2,289Net Assets 2021: $54,1352021Assets 2022: $60,419Liabilities 2022: $0Net Assets 2022: $60,4192022Assets 2023: $51,808Liabilities 2023: $0Net Assets 2023: $51,8082023Assets 2024: $54,309Liabilities 2024: $0Net Assets 2024: $54,3092024Assets 2025: $58,662Liabilities 2025: $0Net Assets 2025: $58,6622025

Highlighted filing

2017

Assets$35,492
Liabilities$0
Net Assets$35,492

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $35,259Expenses 2011: $35,994Net Income 2011: -$7352011Revenue 2012: $35,878Expenses 2012: $40,207Net Income 2012: -$4,3292012Revenue 2013: $42,986Expenses 2013: $29,889Net Income 2013: $13,0972013Revenue 2014: $26,819Expenses 2014: $57,940Net Income 2014: -$31,1212014Revenue 2015: $48,544Expenses 2015: $29,373Net Income 2015: $19,1712015Revenue 2016: $96,918Expenses 2016: $79,766Net Income 2016: $17,1522016Revenue 2017: $41,593Expenses 2017: $54,153Net Income 2017: -$12,5602017Revenue 2018: $41,099Expenses 2018: $34,533Net Income 2018: $6,5662018Revenue 2019: $34,296Expenses 2019: $31,731Net Income 2019: $2,5652019Revenue 2020: $21,528Expenses 2020: $22,791Net Income 2020: -$1,2632020Revenue 2021: $22,938Expenses 2021: $13,000Net Income 2021: $9,9382021Revenue 2022: $24,520Expenses 2022: $18,236Net Income 2022: $6,2842022Revenue 2023: $28,105Expenses 2023: $36,716Net Income 2023: -$8,6112023Revenue 2024: $27,411Expenses 2024: $24,910Net Income 2024: $2,5012024Revenue 2025: $31,311Expenses 2025: $26,958Net Income 2025: $4,3532025

Highlighted filing

2017

Revenue$41,593
Expenses$54,153
Net Income-$12,560
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jan 24, 2018
Return Version
2016v3.0
Gross Receipts
$51,782
Mission and Program Overview

Mission

The Organization provides students with school and community enhancement, team building, and social interaction in order to increase self achievement.

Program Services

DescriptionGrantsExpenses
The Stony Brook PTO enhances the life of the students through assemblies, class trips and events, providing hospitality, and various special events.$0$49,661
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALEXIS MUTSCHLERCo-President-$0--
KEERTHANA VARADHANCo-President-$0--
NORA SIKLOSICo-Vice President-$0--
AMY LEWISCo-Vice President-$0--
MARIA GELLERCo-Treasurer-$0--
XIN HECo-Treasurer-$0--
CYNTHIA HOENES-SAINDONCo-Secretary-$0--
ROBERT FLANAGANCo-Secretary-$0--
KIM SMITHTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Stony Brook Parent Teacher Organization
EIN
72-1528245
Phone
6097374006
Address
20 STEPHENSON ROAD, PENNINGTON, NJ 08534

Signing Officer

Name
Alexis Mutschler
Title
President
Phone
6097374006
Signed
2018-01-24
Discuss with paid preparer
Yes

Preparer

Firm
Klatzkin & Company Llp
Address
1670 WHITEHORSE HAM SQ RD, HAMILTON, NJ 08690-3513
Preparer
Bruce S Ludlow CPA
Phone
6098909189
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 4 - Other Investment Income

Description: Interest Income. Amount: 58.

Form 990-EZ, Part I, Line 7 - Sales of Inventory

Income: Gross Receipts: 1,619. Returns and Allowances: 0. Less Cost of Goods Sold: 2,024. Gross Profit: -405. Cost of Goods Sold: Inventory at Beginning of Year: 0. Merchandise Purchased: 0. Cost of Labor: 0. Materials and Supplies: 3,201. Other Costs: 0. Inventory at End of Year: 1,177. Cost of Goods Sold: 2,024.

Form 990-EZ, Part I, Line 8 - Other Revenue

Description: Rebate Program Income. Amount: 3,062.

Form 990-EZ, Part I, Line 16 - Other Expenses

Description: BOOKFAIR EXPENSES. Amount: 6,173. Description: FIFTH GRADE EXPENSES. Amount: 8,880. Description: TECHNOLOGY EXPENSES. Amount: 1,366. Description: INSURANCE. Amount: 825. Description: OFFICE EXPENSES. Amount: 117. Description: LICENSES AND REGISTRATION. Amount: 53. Description: CLASS TRIPS. Amount: 16,656. Description: ASSEMBLIES. Amount: 4,250. Description: FUNDRAISING EXPENSES. Amount: 35. Description: TEACHER START UP EXPENSES. Amount: 1,040. Description: SPECIAL EDUCATION PROGRAMS. Amount: 632. Description: SCHOOL EVENTS. Amount: 3,820. Description: STUDENT ACTIVITIES. Amount: 492. Description: HOSPITALITY. Amount: 1,286. Description: GRADUATING CLASS EVENT. Amount: 3,514. Description: MUSIC DEPARTMENT EXPENSES. Amount: 1,225. Description: LIBRARY EXPENSES. Amount: 440. Description: BANK SERVICE CHARGES. Amount: 22. Description: PAYPAL FEES. Amount: 74. Description: MR. WILFING FUND EXPENSES. Amount: 150. Total to Form 990-EZ, line 16: 51,050.

Form 990-EZ, Part II, Line 24 - Other Assets

Description: APPAREL INVENTORY. Beg. of Year Amount: 0. End of Year Amount: 1,177.

Raw XML Appendix206 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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IRS990EZ/BooksInCareOfDetail/PhoneNum06097374006
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ALEXIS MUTSCHLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KEERTHANA VARADHAN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3AMY LEWIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARIA GELLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5XIN HE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CYNTHIA HOENES-SAINDON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ROBERT FLANAGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8KIM SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CO-VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CO-VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CO-TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5CO-TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6CO-SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7CO-SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01177
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt051050
IRS990EZ/OtherRevenueTotalAmt03062
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0The Organization provides students with school and community enhancement, team building, and social interaction in order to increase self achievement.
IRS990EZ/PrintingPublicationsPostageAmt049
IRS990EZ/ProgramServiceRevenueAmt09158
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The Stony Brook PTO enhances the life of the students through assemblies, class trips and events, providing hospitality, and various special events.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt049661
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SchoolOperatingInd00
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IRS990EZ/SpecialEventsNetIncomeLossAmt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0REBATE PROGRAM INCOME - 2015 Amount: $ 7,266. 2016 Amount: $ 3,062.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part II, Line 10, Explanation of Other Income:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt029720
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt037456
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt023515
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt08256
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt027773
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0126720
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt058
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt051
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0109
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt075840
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt03062
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt07266
IRS990ScheduleA/OtherIncome170Grp/TotalAmt010328
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.92390
IRS990ScheduleA/PublicSupportPY170Pct00.93160
IRS990ScheduleA/PublicSupportTotal170Amt0126720
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt029720
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt023515
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt08256
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt027773
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0126720
IRS990ScheduleA/TotalSupportAmt0137157
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Interest Income. Amount: 58.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Income: Gross Receipts: 1,619. Returns and Allowances: 0. Less Cost of Goods Sold: 2,024. Gross Profit: -405. Cost of Goods Sold: Inventory at Beginning of Year: 0. Merchandise Purchased: 0. Cost of Labor: 0. Materials and Supplies: 3,201. Other Costs: 0. Inventory at End of Year: 1,177. Cost of Goods Sold: 2,024.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: Rebate Program Income. Amount: 3,062.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description: BOOKFAIR EXPENSES. Amount: 6,173. Description: FIFTH GRADE EXPENSES. Amount: 8,880. Description: TECHNOLOGY EXPENSES. Amount: 1,366. Description: INSURANCE. Amount: 825. Description: OFFICE EXPENSES. Amount: 117. Description: LICENSES AND REGISTRATION. Amount: 53. Description: CLASS TRIPS. Amount: 16,656. Description: ASSEMBLIES. Amount: 4,250. Description: FUNDRAISING EXPENSES. Amount: 35. Description: TEACHER START UP EXPENSES. Amount: 1,040. Description: SPECIAL EDUCATION PROGRAMS. Amount: 632. Description: SCHOOL EVENTS. Amount: 3,820. Description: STUDENT ACTIVITIES. Amount: 492. Description: HOSPITALITY. Amount: 1,286. Description: GRADUATING CLASS EVENT. Amount: 3,514. Description: MUSIC DEPARTMENT EXPENSES. Amount: 1,225. Description: LIBRARY EXPENSES. Amount: 440. Description: BANK SERVICE CHARGES. Amount: 22. Description: PAYPAL FEES. Amount: 74. Description: MR. WILFING FUND EXPENSES. Amount: 150. Total to Form 990-EZ, line 16: 51,050.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description: APPAREL INVENTORY. Beg. of Year Amount: 0. End of Year Amount: 1,177.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 4 - Other Investment Income
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 7 - Sales of Inventory
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 8 - Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16 - Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part II, Line 24 - Other Assets
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ALEXIS MUTSCHLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06097374006
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STONY BROOK PARENT TEACHER ORGANIZATION
ReturnHeader/Filer/BusinessNameControlTxt0STON
ReturnHeader/Filer/EIN0721528245
ReturnHeader/Filer/PhoneNum06097374006
ReturnHeader/Filer/USAddress/AddressLine1Txt020 STEPHENSON ROAD
ReturnHeader/Filer/USAddress/CityNm0PENNINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd008534
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId033D88CAD784ED0D2390FDC81A5C7088A711897EC
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0877D3DFB7D53901DD83D02BA9A800E1426F36DB3
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.99.151.218
ReturnHeader/FilingSecurityInformation/IPDt02018-01-24
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm013:06:47
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0210650289
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KLATZKIN & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01670 WHITEHORSE HAM SQ RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HAMILTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0086903513
ReturnHeader/PreparerPersonGrp/PhoneNum06098909189
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRUCE S LUDLOW CPA
ReturnHeader/ReturnTs02018-01-24T12:07:05-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$58.7$0.00$58.7$31.3$27.0$4.35
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$54.3$0.00$54.3$27.4$24.9$2.50
2023Detailed filing. Detailed filing data is available for this year.$51.8$0.00$51.8$28.1$36.7$8.61
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$60.4$0.00$60.4$24.5$18.2$6.28
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$56.4$2.29$54.1$22.9$13.0$9.94
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$44.2$0.00$44.2$21.5$22.8$1.26
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$45.7$0.00$45.7$34.3$31.7$2.57
2018Detailed filing. Detailed filing data is available for this year.$43.1$0.00$43.1$41.1$34.5$6.57
2017Detailed filing. Detailed filing data is available for this year.$35.5$0.00$35.5$41.6$54.2$12.6
2016Detailed filing. Detailed filing data is available for this year.$48.1$0.00$48.1$96.9$79.8$17.2
2015Detailed filing. Detailed filing data is available for this year.$30.9$0.00$30.9$48.5$29.4$19.2
2014Detailed filing. Detailed filing data is available for this year.$12.0$0.28$11.7$26.8$57.9$31.1
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$49.7$6.87$42.9$43.0$29.9$13.1
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.8$0.06$29.8$35.9$40.2$4.33
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$38.8$5.16$33.7$35.3$36.0$0.74