Civic Intelligence

Belmont High School PTO Inc.

990EZ • Fiscal year 2014 • EIN 02-0617270

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 16, 2014

Organization ProfileNA
221 Concord AvenueBelmont, MA 02478

(617) 484-3957

Siviq Scores

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

Liabilities / Assets

90th percentile

0.57x

Higher debt load relative to assets than 90% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

93rd percentile

0.59x

Higher debt load relative to revenue than 93% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

75th percentile

19%

Higher net margin than 75% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

60th percentile

8.6%

Faster asset growth than 60% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

59th percentile

7.9%

Faster revenue growth than 59% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets90th percentile

Assets

Up

$47,816

Up $3,769 (+8.6%) from 2013

Net Assets

Up

$20,676

Up $8,661 (+72%) from 2013

Liabilities

Down

$27,140

Down $4,892 (-15%) from 2013

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin75th percentile

Revenue

Up

$46,139

Up $3,370 (+7.9%) from 2013

Expenses

Down

$37,478

Down $15,010 (-29%) from 2013

Net Income

Up

$8,661

Up $18,380 (+189%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$60K$40K$20K$0Assets 2011: $46,643Liabilities 2011: $31,506Net Assets 2011: $15,1372011Assets 2012: $38,834Liabilities 2012: $17,100Net Assets 2012: $21,7342012Assets 2013: $44,047Liabilities 2013: $32,032Net Assets 2013: $12,0152013Assets 2014: $47,816Liabilities 2014: $27,140Net Assets 2014: $20,6762014Assets 2015: $43,231Liabilities 2015: $27,895Net Assets 2015: $15,3362015Assets 2016: $35,575Liabilities 2016: $20,477Net Assets 2016: $15,0982016Assets 2017: $19,590Liabilities 2017: $0Net Assets 2017: $19,5902017Assets 2018: $20,458Liabilities 2018: $0Net Assets 2018: $20,4582018Assets 2019: $31,220Liabilities 2019: $02019Assets 2020: $28,971Liabilities 2020: $02020Assets 2021: $25,870Liabilities 2021: $0Net Assets 2021: $25,8702021Assets 2022: $16,488Liabilities 2022: $0Net Assets 2022: $16,4882022Assets 2023: $43,401Liabilities 2023: $0Net Assets 2023: $43,4012023Assets 2024: $52,552Liabilities 2024: $0Net Assets 2024: $52,5522024

Highlighted filing

2014

Assets$47,816
Liabilities$27,140
Net Assets$20,676
Open 2014 Filing

Operations Trend

Revenue Growth59th percentile

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

$100K$50K$0-$50KRevenue 2011: $46,167Expenses 2011: $46,342Net Income 2011: -$1752011Revenue 2012: $36,918Expenses 2012: $30,321Net Income 2012: $6,5972012Revenue 2013: $42,769Expenses 2013: $52,488Net Income 2013: -$9,7192013Revenue 2014: $46,139Expenses 2014: $37,478Net Income 2014: $8,6612014Revenue 2015: $35,867Expenses 2015: $41,207Net Income 2015: -$5,3402015Revenue 2016: $38,606Expenses 2016: $38,844Net Income 2016: -$2382016Revenue 2017: $39,308Expenses 2017: $34,816Net Income 2017: $4,4922017Revenue 2018: $32,441Expenses 2018: $31,573Net Income 2018: $8682018Revenue 2019: $20,485Expenses 2019: $9,723Net Income 2019: $10,7622019Revenue 2020: $11,916Expenses 2020: $14,165Net Income 2020: -$2,2492020Revenue 2021: $7,109Expenses 2021: $10,210Net Income 2021: -$3,1012021Revenue 2022: $11,731Expenses 2022: $21,113Net Income 2022: -$9,3822022Revenue 2023: $71,294Expenses 2023: $46,427Net Income 2023: $24,8672023Revenue 2024: $52,680Expenses 2024: $43,529Net Income 2024: $9,1512024

Highlighted filing

2014

Revenue$46,139
Expenses$37,478
Net Income$8,661
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 16, 2014
Return Version
2013v3.1
Gross Receipts
$46,139
Mission and Program Overview

Mission

Prepare students for college admissions

Program Services

DescriptionGrantsExpenses
ADMINISTRATIVE RECEPTIONS, SCHOLARSHIPS , FUNDRAISING-$35,084
COLLEGE FAIR CLASS CONNECTORS-$1,444
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MING ZHONGPresident-$0--
MICHAEL TYMMCo President-$0--
LYNNE POLCARISecretary-$0--
JULIE KIRRANECo Treasurer-$0--
CAROL BURTCo Treasurer-$0--
Filing and Contact Details

Filer

EIN
02-0617270
Phone
6174843957

Signing Officer

Name
Ming Zhong
Title
Co President
Signed
2014-10-16
Discuss with paid preparer
No

Preparer

Preparer
Raymond H Morse CPA
Phone
6174844427
Supplemental Narrative

Additional Explanations

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

“Fundraising 373”

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

“RECEPTIONS 975”

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

“Collerge fair and class connectors 1,444”

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

“SCHOLARSHIPS 1,000”

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

“ADMINISTRATIVE 2,336”

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

“PROGRAMS 2,400”

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

“Supplies and equipment 28,000”

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

“PREPAID EXPENSES Beginning of year 756, End of year 130”

Form 990-EZ, Part II, Line 26, Liabilities

“ACCRUED EXPENSES Beginning of year 32,032, End of year 27,140”

Raw XML Appendix162 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0CAROL BURT
IRS990EZ/BooksInCareOfDetail/PhoneNum06174843957
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1025 BRETTWOOD ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/City0BELMONT
IRS990EZ/BooksInCareOfDetail/USAddress/State0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode002478
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt043291
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt047686
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt08661
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0950
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt044047
IRS990EZ/Form990TotalAssetsGrp/EOYAmt047816
IRS990EZ/GrossReceiptsAmt046139
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt012015
IRS990EZ/NetAssetsOrFundBalancesEOYAmt020676
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt012015
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt020676
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0004.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1003.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2003.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3003.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4003.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MING ZHONG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICHAEL TYMM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LYNNE POLCARI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JULIE KIRRANE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CAROL BURT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CO TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CO TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0756
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0130
IRS990EZ/OtherExpensesTotalAmt036528
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PREPARE STUDENTS FOR COLLEGE ADMISSIONS
IRS990EZ/ProgramServiceRevenueAmt046139
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COLLEGE FAIR CLASS CONNECTORS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ADMINISTRATIVE RECEPTIONS, SCHOLARSHIPS , FUNDRAISING
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01444
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt135084
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt032032
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt027140
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt037478
IRS990EZ/TotalProgramServiceExpensesAmt036528
IRS990EZ/TotalRevenueAmt046139
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0NA
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03726
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt05726
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt046139
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt042769
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt034918
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt046167
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt037965
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0207958
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0213684
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt046139
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt042769
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt036918
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt046167
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt041691
IRS990ScheduleA/Total509Grp/TotalAmt0213684
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt046139
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt042769
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt036918
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt046167
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt041691
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0213684
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Fundraising 373
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1RECEPTIONS 975
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COLLERGE FAIR AND CLASS CONNECTORS 1,444
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SCHOLARSHIPS 1,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ADMINISTRATIVE 2,336
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PROGRAMS 2,400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SUPPLIES AND EQUIPMENT 28,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PREPAID EXPENSES Beginning of year 756, End of year 130
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8ACCRUED EXPENSES Beginning of year 32,032, End of year 27,140
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part II, Line 26, Liabilities
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0MING ZHONG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-16
ReturnHeader/Filer/BusinessName/BusinessNameLine10BELMONT HIGH SCHOOL PTO INC
ReturnHeader/Filer/BusinessNameControlTxt0BELM
ReturnHeader/Filer/EIN0020617270
ReturnHeader/Filer/PhoneNum06174843957
ReturnHeader/Filer/USAddress/AddressLine10221 CONCORD AVENUE
ReturnHeader/Filer/USAddress/City0BELMONT
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode002478
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10RAYMOND H MORSE CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1059 FARNHAM STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0BELMONT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode002478
ReturnHeader/PreparerPersonGrp/PhoneNum06174844427
ReturnHeader/PreparerPersonGrp/PreparationDt02014-10-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RAYMOND H MORSE CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-10-16T05:00:33-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$47,816
Liabilities
$27,140
Net assets
$20,676
Revenue
$46,139
Expenses
$37,478
Net income
$8,661
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$52.6$0.00$52.6$52.7$43.5$9.15
2023Detailed filing. Detailed filing data is available for this year.$43.4$0.00$43.4$71.3$46.4$24.9
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.5$0.00$16.5$11.7$21.1$9.38
2021Detailed filing. Detailed filing data is available for this year.$25.9$0.00$25.9$7.11$10.2$3.10
2020Summary only. Only limited summary data is available for this year.$29.0$0.00$11.9$14.2$2.25
2019Summary only. Only limited summary data is available for this year.$31.2$0.00$20.5$9.72$10.8
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.5$0.00$20.5$32.4$31.6$0.87
2017Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$19.6$0.00$19.6$39.3$34.8$4.49
2016Detailed filing. Detailed filing data is available for this year.$35.6$20.5$15.1$38.6$38.8$0.24
2015Detailed filing. Detailed filing data is available for this year.$43.2$27.9$15.3$35.9$41.2$5.34
2014Detailed filing. Detailed filing data is available for this year.$47.8$27.1$20.7$46.1$37.5$8.66
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$44.0$32.0$12.0$42.8$52.5$9.72
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$38.8$17.1$21.7$36.9$30.3$6.60
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$46.6$31.5$15.1$46.2$46.3$0.18