Civic Intelligence

Lancaster Parent Teacher Organization

990EZ • Fiscal year 2014 • EIN 04-3031122

Aug 01, 2013 to Jul 31, 2014 • Filed on Sep 10, 2014

Organization ProfileN/A
103 Hollywood DriveLancaster, MA 01523

(978) 368-8482

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

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

Liabilities / Revenue

55th percentile

0.00x

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

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

Net Margin

13th percentile

-26%

Higher net margin than 13% 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

25th percentile

-13%

Faster asset growth than 25% of similar nonprofits.

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

Revenue Growth

75th percentile

24%

Faster revenue growth than 75% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$71,161

Down $10,929 (-13%) from 2013

Net Assets

Down

$71,161

Down $10,929 (-13%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin13th percentile

Revenue

Up

$42,742

Up $8,224 (+24%) from 2013

Expenses

Up

$53,671

Up $27,522 (+105%) from 2013

Net Income

Down

-$10,929

Down $19,298 (-231%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

$100K$50K$0Assets 2011: $64,084Net Assets 2011: $64,0842011Assets 2012: $73,721Net Assets 2012: $73,7212012Assets 2013: $82,090Liabilities 2013: $0Net Assets 2013: $82,0902013Assets 2014: $71,161Liabilities 2014: $0Net Assets 2014: $71,1612014Assets 2015: $70,787Liabilities 2015: $0Net Assets 2015: $70,7872015Assets 2016: $72,844Liabilities 2016: $0Net Assets 2016: $72,8442016Assets 2017: $87,608Liabilities 2017: $0Net Assets 2017: $87,6082017Assets 2018: $84,541Liabilities 2018: $0Net Assets 2018: $84,5412018Assets 2019: $76,240Liabilities 2019: $0Net Assets 2019: $76,2402019Assets 2020: $89,544Liabilities 2020: $0Net Assets 2020: $89,5442020Assets 2025: $89,280Net Assets 2025: $89,2802025

Highlighted filing

2014

Assets$71,161
Liabilities$0
Net Assets$71,161
Open 2014 Filing

Operations Trend

Revenue Growth75th percentile

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

$100K$50K$0-$50KRevenue 2011: $43,055Expenses 2011: $26,070Net Income 2011: $16,9852011Revenue 2012: $27,088Expenses 2012: $17,451Net Income 2012: $9,6372012Revenue 2013: $34,518Expenses 2013: $26,149Net Income 2013: $8,3692013Revenue 2014: $42,742Expenses 2014: $53,671Net Income 2014: -$10,9292014Revenue 2015: $65,814Expenses 2015: $66,188Net Income 2015: -$3742015Revenue 2016: $71,223Expenses 2016: $69,166Net Income 2016: $2,0572016Revenue 2017: $78,715Expenses 2017: $63,951Net Income 2017: $14,7642017Revenue 2018: $43,850Expenses 2018: $46,917Net Income 2018: -$3,0672018Revenue 2019: $35,087Expenses 2019: $43,976Net Income 2019: -$8,8892019Revenue 2020: $42,872Expenses 2020: $29,568Net Income 2020: $13,3042020Revenue 2025: $55,898Expenses 2025: $51,487Net Income 2025: $4,4112025

Highlighted filing

2014

Revenue$42,742
Expenses$53,671
Net Income-$10,929
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2013 to Jul 31, 2014
Signed
Sep 10, 2014
Return Version
2013v3.1
Gross Receipts
$42,742
Mission and Program Overview

Mission

To provide academic and cultural enrichment to the lancaster elementary and middle schools.

Program Services

DescriptionGrantsExpenses
FIELD TRIPS, CLASSROOM EVENTS AND PROGRAMS, CLASSROOM SUPPLIES AND EQUIPMENT.-$51,845
FIELD TRIPS, CLASSROOM EVENTS & PROGRAMS, CLASSROOM SUPPLIES & EQUIPMENT--
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHRYN BAILEYCo Vice PresPT$0--
STEPHANIE COHEN MONGEONTreasurerPT$0--
HEATHER LEBLANCCo-PresidentPT$0--
JENNIFER LUISACo Vice PresPT$0--
JENNIFER RICHARDSONSecretaryPT$0--
MAUREEN PRINCIPECo PresidentPT$0--
ALLYSON GILLCo Teacher PPT$0--
NICOLE KNUDSONCo Teacher PPT$0--
Filing and Contact Details

Filer

EIN
04-3031122

Signing Officer

Name
Stephanie Cohen Mongeon
Title
Treasurer
Signed
2014-09-10
Discuss with paid preparer
Yes

Preparer

Preparer
Ronald Leger Jr
Phone
9784666500
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses insurance 356 total 356”

Form 990-ez, Part III

“To provide academic and cultural enrichment to the lancaster elementary and middle schools.”

Form 990-ez, Part III, Line 31

“Field trips, classroom events & programs, classroom supplies & equipment”

Raw XML Appendix170 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0KATHRYN BAILEY
CompensationExplanation/CompensationExplanationGrp/PersonNm1STEPHANIE COHEN MONGEON
CompensationExplanation/CompensationExplanationGrp/PersonNm2HEATHER LEBLANC
CompensationExplanation/CompensationExplanationGrp/PersonNm3JENNIFER LUISA
CompensationExplanation/CompensationExplanationGrp/PersonNm4JENNIFER RICHARDSON
CompensationExplanation/CompensationExplanationGrp/PersonNm5MAUREEN PRINCIPE
CompensationExplanation/CompensationExplanationGrp/PersonNm6ALLYSON GILL
CompensationExplanation/CompensationExplanationGrp/PersonNm7NICOLE KNUDSON
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0STEPHANIE COHEN MONGEON
IRS990EZ/BooksInCareOfDetail/PhoneNum09783688482
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10103 HOLLYWOOD DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/City0LANCASTER
IRS990EZ/BooksInCareOfDetail/USAddress/State0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode001523
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt082090
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt071161
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01470
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-10929
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt052996
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt082090
IRS990EZ/Form990TotalAssetsGrp/EOYAmt071161
IRS990EZ/GrossReceiptsAmt042742
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0346
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01786
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt082090
IRS990EZ/NetAssetsOrFundBalancesEOYAmt071161
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt082090
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt071161
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt65.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt75.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KATHRYN BAILEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STEPHANIE COHEN MONGEON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2HEATHER LEBLANC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JENNIFER LUISA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JENNIFER RICHARDSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MAUREEN PRINCIPE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ALLYSON GILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7NICOLE KNUDSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO VICE PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CO VICE PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5CO PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6CO TEACHER P
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7CO TEACHER P
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0356
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE ACADEMIC AND CULTURAL ENRICHMENT TO THE LANCASTER ELEMENTARY AND MIDDLE SCHOOLS.
IRS990EZ/PrintingPublicationsPostageAmt0319
IRS990EZ/ProgramServiceRevenueAmt039140
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FIELD TRIPS, CLASSROOM EVENTS AND PROGRAMS, CLASSROOM SUPPLIES AND EQUIPMENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FIELD TRIPS, CLASSROOM EVENTS & PROGRAMS, CLASSROOM SUPPLIES & EQUIPMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt051845
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt053671
IRS990EZ/TotalProgramServiceExpensesAmt051845
IRS990EZ/TotalRevenueAmt042742
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt042396
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt034518
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt020996
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt016828
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt014148
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0128886
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0346
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0130
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0126
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0157
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0125
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0884
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0346
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0130
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0126
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0157
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0125
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0884
IRS990ScheduleA/InvestmentIncomeCYPct00.01000
IRS990ScheduleA/InvestmentIncomePYPct00.01000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99320
IRS990ScheduleA/PublicSupportPY509Pct00.99420
IRS990ScheduleA/PublicSupportTotal509Amt0128886
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt042396
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt034518
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt020996
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt016828
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt014148
IRS990ScheduleA/Total509Grp/TotalAmt0128886
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt042742
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt034648
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt021122
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt016985
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt014273
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0129770
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INSURANCE 356 TOTAL 356
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO PROVIDE ACADEMIC AND CULTURAL ENRICHMENT TO THE LANCASTER ELEMENTARY AND MIDDLE SCHOOLS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FIELD TRIPS, CLASSROOM EVENTS & PROGRAMS, CLASSROOM SUPPLIES & EQUIPMENT
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHANIE COHEN MONGEON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-09-10
ReturnHeader/Filer/BusinessName/BusinessNameLine10LANCASTER PTO
ReturnHeader/Filer/BusinessNameControlTxt0LANC
ReturnHeader/Filer/EIN0043031122
ReturnHeader/Filer/USAddress/AddressLine10103 HOLLYWOOD DRIVE
ReturnHeader/Filer/USAddress/City0LANCASTER
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode001523
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043288270
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10RONALD LEGER JR CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10680 MECHANIC ST STE 130
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0LEOMINSTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0014534455
ReturnHeader/PreparerPersonGrp/PhoneNum09784666500
ReturnHeader/PreparerPersonGrp/PreparationDt02014-09-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RONALD LEGER JR
ReturnHeader/ReturnTs02014-09-10T14:01:28-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-08-01
ReturnHeader/TaxPeriodEndDt02014-07-31
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
$71,161
Liabilities
$0
Net assets
$71,161
Revenue
$42,742
Expenses
$53,671
Net income
-$10,929
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$89.3$89.3$55.9$51.5$4.41
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$89.5$0.00$89.5$42.9$29.6$13.3
2019Detailed filing. Detailed filing data is available for this year.$76.2$0.00$76.2$35.1$44.0$8.89
2018Detailed filing. Detailed filing data is available for this year.$84.5$0.00$84.5$43.9$46.9$3.07
2017Detailed filing. Detailed filing data is available for this year.$87.6$0.00$87.6$78.7$64.0$14.8
2016Detailed filing. Detailed filing data is available for this year.$72.8$0.00$72.8$71.2$69.2$2.06
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$70.8$0.00$70.8$65.8$66.2$0.37
2014Detailed filing. Detailed filing data is available for this year.$71.2$0.00$71.2$42.7$53.7$10.9
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$82.1$0.00$82.1$34.5$26.1$8.37
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$73.7$73.7$27.1$17.5$9.64
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$64.1$64.1$43.1$26.1$17.0