PTA NEW YORK CONGRESS: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: PTA NEW YORK CONGRESS (EIN 13-6204689)
Tax period: 2012-08-01 to 2013-07-31
Filed: 2013-09-29
IRS object ID: 201302729349300055
Schema version: 2012v2.0
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
Form 990
Schedule A
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-09-29T14:13:12-07:00	Timestamp
Tax Period End Date	2013-07-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	DANIEL J MCMAHON & COMPANY	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	573 MILLWOOD RD	AddressLine1
City	CHAPPAQUA	City
State	NY	State
ZIP Code	105141317	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2012-08-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	136204689	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	PTA NY CONGRESS 18-126 BYRAM HILLS PTSA	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	PTAN	NameControl
Phone	9142739200	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	12 TRIPP LANE	AddressLine1
City	ARMONK	City
State	NY	State
ZIP Code	10504	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	LARA STANGEL	Name
Title	PRESIDENT	Title
Phone	9142739200	Phone
Date Signed	2013-09-24	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	DANIEL J MCMAHON	Name
Phone	9142416777	Phone
Date Prepared	2013-09-29	DatePrepared
Self Employed	X	SelfEmployed

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2016-02-25 16:41:14Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	LARA STANGEL	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	12 TRIPP LANE	AddressLine1
City	ARMONK	City
State	NY	State
ZIP Code	10504	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	195307	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	http://bhptsa.org/	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1995	YearFormation
State Legal Domicile	NY	StateLegalDomicile
Activity Or Mission Description	Parent-Teacher-Student Association operated exclusively for educational and charitable purposes.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	20	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	20	NbrIndependentVotingMembers
Total Nbr Employees	0	TotalNbrEmployees
Total Nbr Volunteers	95	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Contributions Grants Prior Year	33698	ContributionsGrantsPriorYear
Contributions Grants Current Year	44320	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	65371	ProgramServiceRevenuePriorYear
Program Service Revenue CY	64952	ProgramServiceRevenueCY
Investment Income Prior Year	39	InvestmentIncomePriorYear
Investment Income Current Year	24	InvestmentIncomeCurrentYear
Other Revenue Prior Year	36933	OtherRevenuePriorYear
Other Revenue Current Year	19401	OtherRevenueCurrentYear
Total Revenue Prior Year	136041	TotalRevenuePriorYear
Total Revenue Current Year	128697	TotalRevenueCurrentYear
Grants And Similar Amnts CY	0	GrantsAndSimilarAmntsCY
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Current Year	0	SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	0	TotalFundrsngExpCurrentYear
Other Expense Prior Year	106120	OtherExpensePriorYear
Other Expenses Current Year	111109	OtherExpensesCurrentYear
Total Expenses Prior Year	106120	TotalExpensesPriorYear
Total Expenses Current Year	111109	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	29921	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	17588	RevenuesLessExpensesCY
Total Assets BOY	152358	TotalAssetsBOY
Total Assets EOY	169946	TotalAssetsEOY
Total Liabilities EOY	0	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	152358	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	169946	NetAssetsOrFundBalancesEOY
Mission Description	Parent-Teacher-Student Association (not-for-profit) 501(c)(3)	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	54009	Expense
Revenue	47060	Revenue
Description	ORGANIZATION PROVIDES SERVICES TO STUDENTS AND THEIR FAMILIES, APPX. 1,600 FAMILIES, 2,670 STUDENT MEMBERS, ALONG WITH THE FACULTY (309) OF BYRAM HILLS SCHOOL DISTRICT	Description

Activity2 Activity2

Field	Value	IRS element (for citing)
Expense	7150	Expense
Revenue	6247	Revenue
Description	PROVIDE SCHOOL PROGRAMS TO EDUCATE PARENTS AND STUDENTS ON ACADEMICS, HEALTH AND SAFETY.	Description

Activity3 Activity3

Field	Value	IRS element (for citing)
Expense	31812	Expense
Revenue	11645	Revenue
Description	PROVIDE EXPOSURE TO VARIOUS CULTURAL ACTIVITIES AND ENRICHMENTS BY INVITING SPEAKERS AND OTHER PROFESSIONAL EXPERTS	Description

Field	Value	IRS element (for citing)
Total Program Service Expense	92971	TotalProgramServiceExpense
Described In501 C3	true	DescribedIn501C3
Schedule B Required	false	ScheduleBRequired
Political Activities	false	PoliticalActivities
Lobbying Activities	false	LobbyingActivities
Subject To Proxy Tax	false	SubjectToProxyTax
Donor Advised Funds	false	DonorAdvisedFunds
Conservation Easements	false	ConservationEasements
Collections Of Art	false	CollectionsOfArt
Credit Counseling	false	CreditCounseling
Term Or Permanent Endowments	false	TermOrPermanentEndowments
Report Land Bldg Equip	false	ReportLandBldgEquip
Report Invest Oth Securities	false	ReportInvestOthSecurities
Report Prog Rel Invest	false	ReportProgRelInvest
Report Other Assets	false	ReportOtherAssets
Report Other Liabilities	false	ReportOtherLiabilities
Report Fin48 Footnote	false	ReportFin48Footnote
Independent Audit Financial Stmt	false	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	false	ConsolidatedAuditFinancialStmt
School	false	School
Foreign Office	false	ForeignOffice
Foreign Activities	false	ForeignActivities
More Than5000 K To Organizations	false	MoreThan5000KToOrganizations
More Than5000 K To Individuals	false	MoreThan5000KToIndividuals
Professional Fundraising	false	ProfessionalFundraising
Fundraising Activities	false	FundraisingActivities
Gaming	false	Gaming
Hospital	false	Hospital
Grants To Organizations	false	GrantsToOrganizations
Grants To Individuals	false	GrantsToIndividuals
Schedule J Required	false	ScheduleJRequired
Tax Exempt Bonds	false	TaxExemptBonds
Excess Benefit Transaction	false	ExcessBenefitTransaction
Prior Excess Benefit Transaction	false	PriorExcessBenefitTransaction
Loan To Officer Or DQP	false	LoanToOfficerOrDQP
Grant To Related Person	false	GrantToRelatedPerson
Bsnss Rltnshp With Organization	false	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	false	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	false	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	false	DeductibleNonCashContributions
Deductible Contributions Of Art	false	DeductibleContributionsOfArt
Terminated	false	Terminated
Partial Liquidation	false	PartialLiquidation
Disregarded Entity	false	DisregardedEntity
Related Entity	false	RelatedEntity
Related Org Controlled Entity	false	RelatedOrgControlledEntity
Transaction Related Entity	false	TransactionRelatedEntity
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	false	ScheduleORequired
Number Forms Transmitted With1096	8	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	true	ComplianceWithBackupWitholding
Number Of Employees	0	NumberOfEmployees
Unrelated Business Income	false	UnrelatedBusinessIncome
Foreign Financial Account	false	ForeignFinancialAccount
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTrans
Taxable Party Notification	false	TaxablePartyNotification
Non Deductible Contributions	false	NonDeductibleContributions
Quid Pro Quo Contributions	false	QuidProQuoContributions
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOf
Funds To Pay Premiums	false	FundsToPayPremiums
Premiums Paid	false	PremiumsPaid
Excess Business Holdings	false	ExcessBusinessHoldings
Taxable Distributions	false	TaxableDistributions
Distribution To Donor	false	DistributionToDonor
Indoor Tanning Services	false	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	20	NbrVotingGoverningBodyMembers
Number Independent Voting Members	20	NumberIndependentVotingMembers
Family Or Business Relationship	false	FamilyOrBusinessRelationship
Delegation Of Management Duties	false	DelegationOfManagementDuties
Changes To Organizing Docs	false	ChangesToOrganizingDocs
Material Diversion Or Misuse	false	MaterialDiversionOrMisuse
Members Or Stockholders	false	MembersOrStockholders
Election Of Board Members	false	ElectionOfBoardMembers
Decisions Subject To Approval	false	DecisionsSubjectToApproval
Minutes Of Governing Body	true	MinutesOfGoverningBody
Minutes Of Committees	true	MinutesOfCommittees
Officer Mailing Address	false	OfficerMailingAddress
Local Chapters	false	LocalChapters
Form990 Provided To Governing Body	true	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	false	ConflictOfInterestPolicy
Whistleblower Policy	false	WhistleblowerPolicy
Document Retention Policy	false	DocumentRetentionPolicy
Compensation Process CEO	false	CompensationProcessCEO
Compensation Process Other	false	CompensationProcessOther
Investment In Joint Venture	false	InvestmentInJointVenture
States Where Copy Of Return Is Filed	NY	StatesWhereCopyOfReturnIsFiled
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Field	Value	IRS element (for citing)
Name Person	NANCI KELTZ	NamePerson
Telephone Number	9142731645	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	12 TRIPP LANE	AddressLine1
City	ARMONK	City
State	NY	State
ZIP Code	10570	ZIPCode

Field	Value	IRS element (for citing)
No Listed Persons Compensated	X	NoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (19 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	OfficerOfficer	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation
SHERI WEIS
President	3.00	X	0	0	0
NANCI KELTZ
Treasurer	3.00	X	0	0	0
LAURA TAUB
Asst. Treasurer	3.00	X	0	0	0
MEG BENSON
VP Membership	3.00	X	0	0	0
JESSICA BOND
AVP Membership	3.00	X	0	0	0
MICKY O'NEILL
VP Fundraising	3.00	X	0	0	0
LARA STANGEL
VP Education	3.00	X	0	0	0
DANIELLE FOX
AVP Education	3.00	X	0	0	0
LIZ KAPLAN
VP Coman Hill	3.00	X	0	0	0
LAUREN KARP
AVP Coman Hill	3.00	X	0	0	0
ELVIRA ARIAS-GONZALEZ
VP Wampus	3.00	X	0	0	0
NANCY MANISCALCO
VP HC Crittenden	3.00	X	0	0	0
JESSICA MORGENTHAL
VP Byram Hills	3.00	X	0	0	0
TRISHA WINSTON
AVP Byram Hills	3.00	X	0	0	0
KATIE HERBERT
Recording Secretary	3	X
JENNIFER KOSSOY
Corresponding Secretary	3	X
ELLEN DEDMAN
VP E-Publishing	3	X
SUSAN D'ANGELO
AVP E-Publishing	3	X
DEEPAK THADANI
AVP E-Publishing	3	X

Field	Value	IRS element (for citing)
Formers Listed	false	FormersListed
Total Comp GT150 K	false	TotalCompGT150K
Compensation From Other Sources	false	CompensationFromOtherSources
Membership Dues	44320	MembershipDues
Total Contributions	44320	TotalContributions

Program Service Revenue ProgramServiceRevenue (5 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn
Colonial Crafts	900099	1750
Cultural Enrichment	900099	11645
School Activities	900099	22489
Moving Up	900099	11766
Photograhs	900099	11055

Total Oth Program Service Revenue TotalOthProgramServiceRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	6247	TotalRevenueColumn

Field	Value	IRS element (for citing)
Total Program Service Revenue	64952	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	24	TotalRevenueColumn

Field	Value	IRS element (for citing)
Gross Income Fundraising Events	86011	GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events	86011	CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses	66610	FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

Field	Value	IRS element (for citing)
Total Revenue Column	19401	TotalRevenueColumn
Exclusion	$19,401	ExclusionAmount

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	128697	TotalRevenueColumn
Related Or Exempt Function Income	64976	RelatedOrExemptFunctionIncome
Exclusion	$19,401	ExclusionAmount

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	3500	Total
Program Services	0	ProgramServices
Management And General	3500	ManagementAndGeneral
Fundraising	0	Fundraising

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	1300	Total
Program Services	0	ProgramServices
Management And General	1300	ManagementAndGeneral
Fundraising	0	Fundraising

Insurance Insurance

Field	Value	IRS element (for citing)
Total	940	Total
Program Services	0	ProgramServices
Management And General	940	ManagementAndGeneral
Fundraising	0	Fundraising

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices
Instructors	7150	7150
Speakers & Performers	38420	38420
Outside services	6773	6773
Program expenses	34190	34190

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	18836	Total
Program Services	6438	ProgramServices
Management And General	12398	ManagementAndGeneral
Fundraising	0	Fundraising

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	111109	Total
Program Services	92971	ProgramServices
Management And General	18138	ManagementAndGeneral
Fundraising	0	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	104356	BOY
EOY	121920	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	48002	BOY
EOY	48026	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	152358	BOY
EOY	169946	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	152358	BOY
EOY	169946	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	152358	BOY
EOY	169946	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	152358	BOY
EOY	169946	EOY

Field	Value	IRS element (for citing)
Reconcilation Revenue Expenses	17588	ReconcilationRevenueExpenses
Method Of Accounting Cash	X	MethodOfAccountingCash
Accountant Compile Or Review	true	AccountantCompileOrReview

Accountant Compile Or Review Basis AccountantCompileOrReviewBasis

Field	Value	IRS element (for citing)
Financial Statement Separate	X	FinancialStatementSeparate

Field	Value	IRS element (for citing)
FS Audited	false	FSAudited
Audit Committee	true	AuditCommittee
Federal Grant Audit Required	false	FederalGrantAuditRequired

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org509a2	X	PubliclySupportedOrg509a2
Public Support Total170	0	PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

Field	Value	IRS element (for citing)
Total	0	Total

Field	Value	IRS element (for citing)
Public Support Pertcentage170	0	PublicSupportPertcentage170

Gifts Grants Contrib Received509 GiftsGrantsContribReceived509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	56237	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	36117	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	36712	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	33698	CurrentTaxYearMinus1Year
Current Tax Year	44320	CurrentTaxYear
Total	207084	Total

Gross Receipts From Admissions GrossReceiptsFromAdmissions

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	87269	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	99274	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	137706	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	195145	CurrentTaxYearMinus1Year
Current Tax Year	150963	CurrentTaxYear
Total	670357	Total

Total509 Total509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	143506	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	135391	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	174418	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	228843	CurrentTaxYearMinus1Year
Current Tax Year	195283	CurrentTaxYear
Total	877441	Total

Field	Value	IRS element (for citing)
Public Support Total509	877441	PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

Field	Value	IRS element (for citing)
Current Tax Year Minus3 Years	48	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	48	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	39	CurrentTaxYearMinus1Year
Current Tax Year	24	CurrentTaxYear
Total	159	Total

Investment Income And UBTI InvestmentIncomeAndUBTI

Field	Value	IRS element (for citing)
Current Tax Year Minus3 Years	48	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	48	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	39	CurrentTaxYearMinus1Year
Current Tax Year	24	CurrentTaxYear
Total	159	Total

Total Support Total TotalSupportTotal

Field	Value	IRS element (for citing)
Total	877600	Total

Field	Value	IRS element (for citing)
Public Support Percentage509	0.99980	PublicSupportPercentage509
Prior Year Support Percentage	0.99980	PriorYearSupportPercentage
Investment Income Percentage	0.00020	InvestmentIncomePercentage
Prior Yr Invest Income Percentage	0.00020	PriorYrInvestIncomePercentage
Thirty Three Percnt Tests CY509	X	ThirtyThreePercntTestsCY509

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (6 entries)

IdentifierIdentifier	ExplanationExplanation
Pt VI, Line 11b	The treasurer meets with the independent accountant to
	review the financial statements and Form 990. The
	treasurer meets with the president and reviews the information.
	Then they discuss and release the financial information
	to the executive committee.
Form 990, Part IX, Line 24f	GIFTS TO SCHOOLS 6238. 6238. 0. 0. AWARDS 200. 200. 0. 0. REFRESHMENTS 2453. 0. 2453. 0. POSTAGE 809. 0. 809. 0. PRINTING 2319. 0. 2319. 0. SUPPLIES 2629. 0. 2629. 0. DUES 4188. 0. 4188. 0.