STRATEGY STUDIO / PUBLIC DATA EXPLORER

PTA NEW YORK CONGRESS: Form 990EZ, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
PTA NEW YORK CONGRESS (EIN 13-6204689)
Tax period
2020-07-01 to 2021-06-30
Filed
2022-05-19
IRS object ID
202231579349200323
Schema version
2020v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-05-19T10:21:27-07:00ReturnTs
Tax Period End2021-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Robert Fermann EsqBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line141 Round House RoadAddressLine1Txt
CityBedfordCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10506ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2020-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN136204689EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PTA NEW YORK CONGRESS 18-126 Byram Hills PTSABusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPTANBusinessNameControlTxt
Phone9142739200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line112 Tripp LaneAddressLine1Txt
CityArmonkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10504ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonNanci KeltzPersonNm
Person TitleCo-PresidentPersonTitleTxt
Phone9142739200PhoneNum
Signature2022-05-16SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRobert FermannPreparerPersonNm
PTINP01917281PTIN
Phone9144824787PhoneNum
Preparation2022-05-15PreparationDt
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer1TrustedCustomerCd
OOB Security Verification11OOBSecurityVerificationCd
Last Submission Rqr OOB0LastSubmissionRqrOOBCd
Authentication Assurance LevelAAL2AuthenticationAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website Addresswww.bhptsa.orgWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization AssocYes (X)TypeOfOrganizationAssocInd
Gross Receipts$125,714GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$1,393ContributionsGiftsGrantsEtcAmt
Program Service Revenue$0ProgramServiceRevenueAmt
Membership Dues$57,523MembershipDuesAmt
Investment Income$75InvestmentIncomeAmt
Sale Of Assets Gross$0SaleOfAssetsGrossAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Gain Or Loss From Sale Of Assets$0GainOrLossFromSaleOfAssetsAmt
Gaming Gross Income$0GamingGrossIncomeAmt
Fundraising Gross Income$3,096FundraisingGrossIncomeAmt
Special Events Direct Expenses$0SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$3,096SpecialEventsNetIncomeLossAmt
Gross Sales Of Inventory$41,786GrossSalesOfInventoryAmt
Cost Of Goods Sold$70,999CostOfGoodsSoldAmt
Gross Profit Loss Sls Of Invntry-$29,213GrossProfitLossSlsOfInvntryAmt
Other Revenue Total$21,841OtherRevenueTotalAmt
Total Revenue$54,715TotalRevenueAmt
Grants And Similar Amounts Paid$47,789GrantsAndSimilarAmountsPaidAmt
Benefits Paid To Or For Members$0BenefitsPaidToOrForMembersAmt
Salaries Other Comp Empl Bnft$0SalariesOtherCompEmplBnftAmt
Fees And Other Pymt To Ind Cntrct$3,447FeesAndOtherPymtToIndCntrctAmt
Occupancy Rent Utlts And Maint$0OccupancyRentUtltsAndMaintAmt
Printing Publications Postage$2,170PrintingPublicationsPostageAmt
Other Expenses Total$60,241OtherExpensesTotalAmt
Total Expenses$113,647TotalExpensesAmt
Excess Or Deficit For Year-$58,932ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$268,735NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$209,803NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$268,735BOYAmt
EOY$209,803EOYAmt

Land And Buildings LandAndBuildingsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$268,735BOYAmt
EOY$209,803EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$268,735BOYAmt
EOY$209,803EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposeParent-Teacher-Student Association operated exclusively for educational and charitable purposes.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtProgram Service ExpensesProgramServiceExpensesAmt
Cultural Enrichment - Provide cultural and curricular enrichment programs at the four schools of the Byram Hills Central School District: Coman Hill School (K-2), Wampus School (3-5), H.C. Crittenden Middle School (6-8) and Byram Hills High School.$0$12,216
Community Events - Foster good working relationships among the students, families, faculty, administrative staff and residents of the BHCSD through workshops, book fairs, social interactions and numerous other community events.$0$36,633
Central Education - Help educate the Byram Hills community on current issues in education, parenting, and social relations through guest lectures and presentations.$0$4,800
FieldValueIRS element (for citing)
Total Program Service Expenses$53,649TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (14 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Heather Hecht and Nanci Keltz
Co-Presidents10$0$0$0
Bonnie Waxman
Treasurer5$0$0$0
Jennifer Vataj
Corresponding Secretary5$0$0$0
Danielle Wolf
Recording Secretary5$0$0$0
Genevieve Hirsch
VP Communications5$0$0$0
Maria Lecce
VP Sales & Marketing5$0$0$0
Jen Massouh
VP Membership5$0$0$0
Carisa Miklusak
VP Fundraising5$0$0$0
Nicole Feldman
VP Merchandising5$0$0$0
Leslie Goldman and Robin Jacobs
Co-VPs Advocacy5$0$0$0
Tara Lapidus
VP Coman Hill5$0$0$0
Sara Miro
VP Wampus5$0$0$0
Sandra Schoenhaut
VP H.C. Crittenden Middle School5$0$0$0
Liz Kaplan
VP Byram Hills High School5$0$0$0
FieldValueIRS element (for citing)
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt0ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI0OrganizationHadUBIInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Form1120 Pol Filed0Form1120PolFiledInd
Made Loans To From Officers0MadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonBonnie WaxmanPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line112 Tripp LaneAddressLine1Txt
CityArmonkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10504ZIPCd
FieldValueIRS element (for citing)
Phone9142739200PhoneNum
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Transaction With Control Ent0TransactionWithControlEntInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
School Operating0SchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (1)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$55,708CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$59,488CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$69,052CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$64,951CurrentTaxYearMinus1YearAmt
Current Tax Year$58,916CurrentTaxYearAmt
Total$308,115TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$167,286CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$120,286CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$58,916CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$35,182CurrentTaxYearMinus1YearAmt
Current Tax Year$70,999CurrentTaxYearAmt
Total$452,669TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$222,994CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$179,774CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$127,968CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$100,133CurrentTaxYearMinus1YearAmt
Current Tax Year$129,915CurrentTaxYearAmt
Total$760,784TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$760,784PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$44CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$44CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$44CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$111CurrentTaxYearMinus1YearAmt
Current Tax Year$75CurrentTaxYearAmt
Total$318TotalAmt

Post1975 UBTI Post1975UBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$44CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$44CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$44CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$111CurrentTaxYearMinus1YearAmt
Current Tax Year$75CurrentTaxYearAmt
Total$318TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$223,038CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$179,818CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$128,012CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$100,244CurrentTaxYearMinus1YearAmt
Current Tax Year$129,990CurrentTaxYearAmt
Total$761,102TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.99958PublicSupportCY509Pct
Public Support PY5090.99968PublicSupportPY509Pct
Investment Income CY0.00042InvestmentIncomeCYPct
Investment Income PY0.00032InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests PY509Yes (X)ThirtyThrPctSuprtTestsPY509Ind

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990-EZ, Part I, Line 8School Photographs ($7626); Colonial Crafts ($1743); Book Fairs ($2702); School Supplies ($9221); Transportation Pads ($550)
Form 990-EZ, Part I, Line 10Gifts to Schools ($44789); Scholarships ($3000)
Form 990-EZ, Part I, Line 16Graduation Ceremonies ($15238); Hospitality ($9946); Teacher/Staff Relations ($7170); Guest Speakers ($4250); Class Events ($4279); Cultural Enrichment ($4093); Organizational Dues ($3271); Beautification ($3359); Website/IT ($2404); Insurance ($1017); Miscellaneous/Other ($5214)

Reasonable Cause Explanation ReasonableCauseExplanation

FieldValueIRS element (for citing)
ExplanationAdditional time needed to gather additional information and get authorized signatureExplanationTxt