Civic Intelligence

Power and Systems Training Inc.

990 • Fiscal year 2018 • EIN 04-2565437

Jun 01, 2017 to May 31, 2018 • Filed on Apr 02, 2019

Organization Profilewww.powerandsystems.com
PO Box 108Belmont, MA 02478

(617) 437-1640

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$497,295

Flat from 2018

Net Assets

Flat

$475,797

Flat from 2018

Liabilities

Flat

$21,498

Flat from 2018

Revenue And Expenses

Revenue

Flat

$717,658

Flat from 2018

Expenses

Flat

$1,079,968

Flat from 2018

Net Income

Flat

-$362,310

Flat from 2018

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $626,128Liabilities 2011: $47,629Net Assets 2011: $578,4992011Assets 2012: $713,567Liabilities 2012: $85,029Net Assets 2012: $628,5382012Assets 2013: $616,692Liabilities 2013: $48,625Net Assets 2013: $568,0672013Assets 2014: $637,548Liabilities 2014: $86,326Net Assets 2014: $551,2222014Assets 2015: $764,942Liabilities 2015: $64,375Net Assets 2015: $700,5672015Assets 2016: $885,816Liabilities 2016: $48,300Net Assets 2016: $837,5162016Assets 2017: $879,394Liabilities 2017: $41,287Net Assets 2017: $838,1072017Assets 2018: $497,295Liabilities 2018: $21,498Net Assets 2018: $475,7972018Assets 2018: $497,295Liabilities 2018: $21,498Net Assets 2018: $475,7972018Assets 2019: $673,534Liabilities 2019: $134,019Net Assets 2019: $539,5152019Assets 2020: $593,256Liabilities 2020: $40,664Net Assets 2020: $552,5922020Assets 2021: $494,678Liabilities 2021: $44,812Net Assets 2021: $449,8662021Assets 2022: $606,519Liabilities 2022: $240,168Net Assets 2022: $366,3512022Assets 2023: $630,891Liabilities 2023: $203,726Net Assets 2023: $427,1652023Assets 2024: $916,717Liabilities 2024: $132,803Net Assets 2024: $783,9142024Assets 2025: $982,709Liabilities 2025: $145,115Net Assets 2025: $837,5942025

Highlighted filing

2018

Assets$497,295
Liabilities$21,498
Net Assets$475,797
Open 2018 Filing

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $756,2152011Revenue 2012: $852,462Expenses 2012: $802,423Net Income 2012: $50,0392012Revenue 2013: $908,279Expenses 2013: $968,750Net Income 2013: -$60,4712013Revenue 2014: $1,022,737Expenses 2014: $1,039,582Net Income 2014: -$16,8452014Revenue 2015: $1,165,344Expenses 2015: $1,016,000Net Income 2015: $149,3442015Revenue 2016: $1,058,152Expenses 2016: $921,203Net Income 2016: $136,9492016Revenue 2017: $870,943Expenses 2017: $870,352Net Income 2017: $5912017Revenue 2018: $717,658Expenses 2018: $1,079,968Net Income 2018: -$362,3102018Revenue 2018: $717,658Expenses 2018: $1,079,968Net Income 2018: -$362,3102018Revenue 2019: $765,417Expenses 2019: $739,826Net Income 2019: $25,5912019Revenue 2020: $584,688Expenses 2020: $571,611Net Income 2020: $13,0772020Revenue 2021: $319,356Expenses 2021: $422,082Net Income 2021: -$102,7262021Revenue 2022: $385,301Expenses 2022: $468,816Net Income 2022: -$83,5152022Revenue 2023: $510,784Expenses 2023: $449,970Net Income 2023: $60,8142023Revenue 2024: $901,096Expenses 2024: $544,347Net Income 2024: $356,7492024Revenue 2025: $609,170Expenses 2025: $555,489Net Income 2025: $53,6812025

Highlighted filing

2018

Revenue$717,658
Expenses$1,079,968
Net Income-$362,310
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2017 to May 31, 2018
Signed
Apr 2, 2019
Return Version
2017v2.2
Gross Receipts
$717,658
Mission and Program Overview

Mission

EDUCATIONAL SEMINARS.

EDUCATIONAL SEMINARS

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$547,001$365,196▼ $181,805
Savings and Temporary Cash Investments$206,106--
Accounts Receivable$109,079$120,866▲ $11,787
Prepaid Expenses and Deferred Charges$11,342$9,726▼ $1,616
Land, Buildings, and Equipment, Net$5,866$1,507▼ $4,359
Total Assets$879,394$497,295▼ $382,099
Liabilities
Accounts Payable and Accrued Expenses$41,287$21,498▼ $19,789
Total Liabilities$41,287$21,498▼ $19,789
Net Assets / Fund Balance
Unrestricted Net Assets$838,107$475,797▼ $362,310
Total Net Assets Fund Balance$838,107$475,797▼ $362,310
Total Liabilities and Net Assets / Fund Balance$879,394$497,295▼ $382,099

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,507$57,224$58,731
Leasehold Improvements-$11,135$11,135
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Barry Oshry--$162,500$44,688$207,188
Karen Oshry--$162,500$44,688$207,188
Barry OshryDirectorFT$162,500-$162,500
Karen OshryPresidentFT$162,500-$162,500
Jeff BoudroDirector-$31,250-$31,250

Board Members and Trustees

NameTitle
Kathleen KenneyDirector
Sabina NawazDirector
Telle WhitneyDirector
Tracie Reveal ShipmanDirector
Tim GiarrussoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$756
Program Service Revenue
$704,212
Investment Income
$522
Other Revenue
$12,168
All Other Contributions
$756
Change in Net Assets
$-362,310

Audited Revenue Reconciliation

Revenue per Audited Statements
$717,658
Total Revenue per Audited Statements
$717,658
Total Revenue per Form 990
$717,658
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$720,431
Other Expenses$359,537
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$376,100$159,858$0$535,958
Comp Disqual Persons$74,701$0$0$74,701
Pension Plan Contributions$55,000$13,750$0$68,750
Office Expenses$42,912$10,728$0$53,640
Payroll Taxes$32,818$8,204$0$41,022
Travel$39,208$0$0$39,208
Conferences and Meetings$36,803$0$0$36,803
Fees for Services Legal$0$20,317$0$20,317
Occupancy$15,104$3,776$0$18,880
Insurance$13,160$3,290$0$16,450
Fees for Services Other$0$11,707$0$11,707
Fees for Services Accounting$0$11,200$0$11,200
Interest$6,822$0$0$6,822
Depreciation Depletion$5,577$0$0$5,577
Other Expenses$2,258$565$0$2,823
Advertising$2,223$0$0$2,223
Information Technology$660$0$0$660
All Other Expenses$459$115$0$574
Total Functional Expenses$835,747$244,221$0$1,079,968

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,079,968
Total Expenses per Audited Statements$1,079,968
Total Expenses per Form 990$1,079,968
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Power & Systems Training Inc
EIN
04-2565437
Phone
6174371640
Address
PO Box 108, Belmont, MA 02478

Signing Officer

Name
Jeff Boudro
Title
Executive Director
Phone
6174371640
Signed
2019-04-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeff Boudro
Formed
1975
Legal Domicile
Ma
Voting Board Members
8
Independent Board Members
6
Employees
4
Volunteers
0

Preparer

Firm
James A George PC
Address
401 Edgewater Place Suite 190, Wakefield, MA 01880
Preparer
James a George CPA Cva Jd
Phone
7812458200
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“The Board of Directors was given an electronic copy of the 990 which was reviewed prior to filing the Form 990.”

Pt VI, Line 15A

“The Organization had an independent study to determine if the officers salary was reasonable in comparison with other organizations.”

Pt VI, Line 19

“All information requests can be directed to the address or phone number on the IRS Form 990.”

Form 990, Part IX, Line 24E

“Foreign Tax Expense 101. 81. 20. 0.”

Form 990, Part IX, Line 24E

“Training 473. 378. 95. 0.”

Financial Statement Notes

Pt X, Line 2

“The Organization is exempt from income taxes as a charitable organization under Section 501(C)(3) of the Internal Revenue Code and is not classified as a private foundation. The Organization accounts for uncertainty in income taxes in accordance with ASC Topic, Income Taxes. This standard clarifies the accounting for uncertainty in tax positions and prescribes ar ecognition threshold and measurement attribute for the financial statements regarding a tax position taken or expected to be taken on a tax return. The Organization has determined that there are no uncertain tax positions which qualify for either recognition or disclosure in the financial statements at May 31, 2018. The Organization's information returns are subject to examination by the Federal and State Jurisdictions and generally remain open for the most recent three years.”

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IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0820
IRS990/PYOtherExpensesAmt0432620
IRS990/PYOtherRevenueAmt029892
IRS990/PYProgramServiceRevenueAmt0840231
IRS990/PYRevenuesLessExpensesAmt0591
IRS990/PYSalariesCompEmpBnftPaidAmt0437732
IRS990/PYTotalExpensesAmt0870352
IRS990/PYTotalRevenueAmt0870943
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-362310
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0716380
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0206106
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0756
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0756
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0522
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0820
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0750
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0815
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0811
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt03718
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0716380
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0870123
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01057402
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01164529
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0916826
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt04725260
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0522
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0820
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0750
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0815
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0811
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt03718
IRS990ScheduleA/InvestmentIncomeCYPct00.00080
IRS990ScheduleA/InvestmentIncomePYPct00.00090
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.99920
IRS990ScheduleA/PublicSupportPY509Pct00.99910
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt04726016
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0717136
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0870123
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01057402
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01164529
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0916826
IRS990ScheduleA/Total509Grp/TotalAmt04726016
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt04729734
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt01507
IRS990ScheduleD/EquipmentGrp/DepreciationAmt057224
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt058731
IRS990ScheduleD/ExpensesSubtotalAmt01079968
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt011135
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt011135
IRS990ScheduleD/RevenueSubtotalAmt0717658
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Organization is exempt from income taxes as a charitable organization under Section 501(C)(3) of the Internal Revenue Code and is not classified as a private foundation. The Organization accounts for uncertainty in income taxes in accordance with ASC Topic, Income Taxes. This standard clarifies the accounting for uncertainty in tax positions and prescribes ar ecognition threshold and measurement attribute for the financial statements regarding a tax position taken or expected to be taken on a tax return. The Organization has determined that there are no uncertain tax positions which qualify for either recognition or disclosure in the financial statements at May 31, 2018. The Organization's information returns are subject to examination by the Federal and State Jurisdictions and generally remain open for the most recent three years.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt X, Line 2
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01507
IRS990ScheduleD/TotalExpensesPerForm990Amt01079968
IRS990ScheduleD/TotalRevenuePerForm990Amt0717658
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0717658
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01079968
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0162500
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1162500
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt044688
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt144688
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0KAREN OSHRY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1BARRY OSHRY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0207188
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1207188
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Board of Directors was given an electronic copy of the 990 which was reviewed prior to filing the Form 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Organization had an independent study to determine if the officers salary was reasonable in comparison with other organizations.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2All information requests can be directed to the address or phone number on the IRS Form 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Foreign Tax Expense 101. 81. 20. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Training 473. 378. 95. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 24e
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0879394
IRS990/TotalAssetsEOYAmt0497295
IRS990/TotalAssetsGrp/BOYAmt0879394
IRS990/TotalAssetsGrp/EOYAmt0497295
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalContributionsAmt0756
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0244221
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0835747
IRS990/TotalFunctionalExpensesGrp/TotalAmt01079968
IRS990/TotalGrossUBIAmt00

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$497,295
Liabilities
$21,498
Net assets
$475,797
Revenue
$717,658
Expenses
$1,079,968
Net income
-$362,310
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.98$0.15$0.84$0.61$0.56$0.05
2024Detailed filing. Detailed filing data is available for this year.$0.92$0.13$0.78$0.90$0.54$0.36
2023Detailed filing. Detailed filing data is available for this year.$0.63$0.20$0.43$0.51$0.45$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.61$0.24$0.37$0.39$0.47$0.08
2021Detailed filing. Detailed filing data is available for this year.$0.49$0.04$0.45$0.32$0.42$0.10
2020Detailed filing. Detailed filing data is available for this year.$0.59$0.04$0.55$0.58$0.57$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.67$0.13$0.54$0.77$0.74$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.50$0.02$0.48$0.72$1.08$0.36
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.50$0.02$0.48$0.72$1.08$0.36
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.88$0.04$0.84$0.87$0.87$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.89$0.05$0.84$1.06$0.92$0.14
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.76$0.06$0.70$1.17$1.02$0.15
2014Detailed filing. Detailed filing data is available for this year.$0.64$0.09$0.55$1.02$1.04$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.62$0.05$0.57$0.91$0.97$0.06
2012Summary only. Only limited summary data is available for this year.$0.71$0.09$0.63$0.85$0.80$0.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.63$0.05$0.58$0.76