Civic Intelligence

PTA Massachusetts Parent-Teacher Association Inc

EIN 04-2121359 • 501(c)3 • Lexington, MA

Profile

Enhance the quality of a students education

405 Waltham Street Box 147Lexington, MA 02421

www.masspta.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

62nd percentile

8.7%

Higher net margin than 62% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

78th percentile

24%

Faster asset growth than 78% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

68th percentile

15%

Faster revenue growth than 68% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$31,109

Up $5,946 (+24%) from 2015

Liabilities

Flat

$0

Flat from 2015

Net Assets

Up

$31,109

Up $5,946 (+24%) from 2015

Operations
Liabilities / Revenue62nd percentileNet Margin62nd percentile

Revenue

Up

$68,400

Up $8,969 (+15%) from 2015

Expenses

Down

$62,454

Down $3,468 (-5.3%) from 2015

Net Income

Up

$5,946

Up $12,437 (+192%) from 2015

Trend Graphs

Balance Sheet Trend

Asset Growth78th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40K$30K$20K$10K$0Assets 2011: $37,606Liabilities 2011: $3,591Net Assets 2011: $34,0152011Assets 2012: $32,093Liabilities 2012: $2,940Net Assets 2012: $29,1532012Assets 2013: $26,250Liabilities 2013: $564Net Assets 2013: $25,6862013Assets 2014: $29,583Liabilities 2014: $02014Assets 2015: $25,163Liabilities 2015: $0Net Assets 2015: $25,1632015Assets 2016: $31,109Liabilities 2016: $0Net Assets 2016: $31,1092016

Highlighted filing

2016

Assets$31,109
Liabilities$0
Net Assets$31,109
Open 2016 Filing

Operations Trend

Revenue Growth68th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$80K$60K$40K$20K$0-$20KExpenses 2011: $55,8632011Revenue 2012: $61,075Expenses 2012: $65,937Net Income 2012: -$4,8622012Revenue 2013: $55,560Expenses 2013: $59,027Net Income 2013: -$3,4672013Revenue 2014: $61,148Expenses 2014: $68,374Net Income 2014: -$7,2262014Revenue 2015: $59,431Expenses 2015: $65,922Net Income 2015: -$6,4912015Revenue 2016: $68,400Expenses 2016: $62,454Net Income 2016: $5,9462016

Highlighted filing

2016

Revenue$68,400
Expenses$62,454
Net Income$5,946
Open 2016 Filing

Filings

Most recent year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$31,109
Liabilities
$0
Net assets
$31,109
Revenue
$68,400
Expenses
$62,454
Net income
$5,946
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$31.1$0.00$31.1$68.4$62.5$5.95
2015Detailed filing. Detailed filing data is available for this year.$25.2$0.00$25.2$59.4$65.9$6.49
2014Summary only. Only limited summary data is available for this year.$29.6$0.00$61.1$68.4$7.23
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.3$0.56$25.7$55.6$59.0$3.47
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$32.1$2.94$29.2$61.1$65.9$4.86
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$37.6$3.59$34.0$55.9
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 20, 2016
Return Version
2015v2.1
Gross Receipts
$68,400
Mission and Program Overview

Mission

Enhance the quality of a students education

Program Services

DescriptionGrantsExpenses
Convention and Summer leadership meetings held for parents and teachers. Speakers, presentations and workshops on education and health issues were offered. Convention attendance provides the the opportunity to gain knowledge about advocacy and legislative issues affecting the well being of children.$0$33,228
Communication to local unit leaders and members via email service and website. Topics include how to better enhance the parent teacher relationship in children's education.$0$1,448
Reflections program recognizes and encourages arts education. The program is run by the National and State PTA levels. A themed category is selected each year that supports art, literacy, music and technology.$0$1,309
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Stephanie GrayPresidentPT$0--
Jennifer FranciosoPresident-ElectPT$0--
Barbara BaileyVice President For LeadershipPT$0--
Maryalice FoisySecretaryPT$0--
Madison EstesTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Pta Massachusetts Parent-teacher Association Inc
EIN
04-2121359
Phone
6178617910
Address
405 Waltham Street Box 147, Lexington, MA 02421

Signing Officer

Name
Jennifer Francioso
Title
President
Phone
6178617910
Signed
2016-11-20
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10

“Form 990-EZ, Part I, Line 10 - Membership dues to National PTA”

Form 990-EZ, Part I, Line 16

“Insurance, Convention Expenses, Organizational Enrichment, Board Expense, Region Expense, Boutique Expense”

Raw XML Appendix178 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Madison Estes
IRS990EZ/BooksInCareOfDetail/PhoneNum06178617910
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0405 Waltham Street Box 147
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Lexington
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002421
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt025163
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt031109
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt02500
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt05946
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt025163
IRS990EZ/Form990TotalAssetsGrp/EOYAmt031109
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt023045
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt068400
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/GroupExemptionNum00990
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0111
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt044909
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt025163
IRS990EZ/NetAssetsOrFundBalancesEOYAmt031109
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt025163
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt031109
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Stephanie Gray
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jennifer Francioso
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Barbara Bailey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Maryalice Foisy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Madison Estes
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President-Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President for Leadership
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt036721
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Enhance the quality of a students education
IRS990EZ/PrintingPublicationsPostageAmt02688
IRS990EZ/ProgramServiceRevenueAmt020880
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Convention and Summer leadership meetings held for parents and teachers. Speakers, presentations and workshops on education and health issues were offered. Convention attendance provides the the opportunity to gain knowledge about advocacy and legislative issues affecting the well being of children.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Reflections program recognizes and encourages arts education. The program is run by the National and State PTA levels. A themed category is selected each year that supports art, literacy, music and technology.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Communication to local unit leaders and members via email service and website. Topics include how to better enhance the parent teacher relationship in children's education.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt033228
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11309
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21448
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt062454
IRS990EZ/TotalProgramServiceExpensesAmt035985
IRS990EZ/TotalRevenueAmt068400
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.masspta.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt044909
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt055363
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt051880
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt051240
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt052704
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0256096
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.98900
IRS990ScheduleA/PublicSupportPY170Pct00.98843
IRS990ScheduleA/PublicSupportTotal170Amt0256096
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt044909
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt055363
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt051880
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt051240
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt052704
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0256096
IRS990ScheduleA/TotalSupportAmt0258945
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt01880
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt0583
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt0386
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt02849
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 990-EZ, Part I, Line 10 - Membership dues to National PTA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance, Convention Expenses, Organizational Enrichment, Board Expense, Region Expense, Boutique Expense
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Jennifer Francioso
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum06178617910
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA MASSACHUSETTS PARENT-TEACHER ASSOCIATION INC
ReturnHeader/Filer/BusinessNameControlTxt0PTAM
ReturnHeader/Filer/EIN0042121359
ReturnHeader/Filer/PhoneNum06178617910
ReturnHeader/Filer/USAddress/AddressLine1Txt0405 Waltham Street Box 147
ReturnHeader/Filer/USAddress/CityNm0Lexington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002421
ReturnHeader/ReturnTs02016-12-11T01:57:32-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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