Civic Intelligence

Lancaster Parent Teacher Organization

990EZ • Fiscal year 2016 • EIN 04-3031122

Aug 01, 2015 to Jul 31, 2016 • Filed on Sep 04, 2016

Organization ProfileN/A
103 Hollywood DriveLancaster, MA 01523

(978) 706-1882

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

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

Liabilities / Revenue

55th percentile

0.00x

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

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

Net Margin

50th percentile

2.9%

Higher net margin than 50% of similar nonprofits.

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

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

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

Asset Growth

52nd percentile

2.9%

Faster asset growth than 52% of similar nonprofits.

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

Revenue Growth

61st percentile

8.2%

Faster revenue growth than 61% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$72,844

Up $2,057 (+2.9%) from 2015

Net Assets

Up

$72,844

Up $2,057 (+2.9%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin50th percentile

Revenue

Up

$71,223

Up $5,409 (+8.2%) from 2015

Expenses

Up

$69,166

Up $2,978 (+4.5%) from 2015

Net Income

Up

$2,057

Up $2,431 (+650%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth52nd 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

2016

Assets$72,844
Liabilities$0
Net Assets$72,844
Open 2016 Filing

Operations Trend

Revenue Growth61st 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

2016

Revenue$71,223
Expenses$69,166
Net Income$2,057
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2015 to Jul 31, 2016
Signed
Sep 4, 2016
Return Version
2015v2.1
Gross Receipts
$71,223
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.-$67,281
FIELD TRIPS, CLASSROOM EVENTS & PROGRAMS, CLASSROOM SUPPLIES & EQUIPMENT--
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANGELA DOLANTreasurerPT$0--
STACY KRAMERCo-PresidentPT$0--
SHANNA PAULCo-PresidentPT$0--
HEATHER LEBLANCVice PresidePT$0--
JESSICA MCCLELLANSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Lancaster Pto
EIN
04-3031122
Address
103 HOLLYWOOD DRIVE, LANCASTER, MA 01523

Signing Officer

Name
Angela Dolan
Title
Treasurer
Phone
9783688482
Signed
2016-09-04
Discuss with paid preparer
Yes

Preparer

Firm
Ronald Leger Jr CPA Pc
Address
680 MECHANIC ST STE 130, LEOMINSTER, MA 01453-4455
Preparer
Ronald Leger Jr
Phone
9784666500
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses conference and meetings 215 insurance 490 summer theatre 4,929 scholarships 1,100 parent workshops 500 field trips 7,063 teacher appreciation 941 teacher supplies 1,880 natures class room 31,530 cultural enrichment 13,394 other events 3,742 miscellaneous expense 88 books and subscriptions 878 supplies 1,109 total 67,859”

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 Appendix154 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/PersonNm0ANGELA DOLAN
IRS990EZ/BooksInCareOfDetail/PhoneNum09787061882
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0103 HOLLYWOOD DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LANCASTER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001523
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt070787
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt072844
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01750
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02057
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0704
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt070787
IRS990EZ/Form990TotalAssetsGrp/EOYAmt072844
IRS990EZ/GrossReceiptsAmt071223
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0236
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02375
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt070787
IRS990EZ/NetAssetsOrFundBalancesEOYAmt072844
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt070787
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt072844
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ANGELA DOLAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STACY KRAMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SHANNA PAUL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3HEATHER LEBLANC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JESSICA MCCLELLAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt067859
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE ACADEMIC AND CULTURAL ENRICHMENT TO THE LANCASTER ELEMENTARY AND MIDDLE SCHOOLS.
IRS990EZ/PrintingPublicationsPostageAmt0603
IRS990EZ/ProgramServiceRevenueAmt066862
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FIELD TRIPS, CLASSROOM EVENTS AND PROGRAMS, CLASSROOM SUPPLIES AND EQUIPMENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FIELD TRIPS, CLASSROOM EVENTS & PROGRAMS, CLASSROOM SUPPLIES & EQUIPMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt067281
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt069166
IRS990EZ/TotalProgramServiceExpensesAmt067281
IRS990EZ/TotalRevenueAmt071223
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01750
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02627
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt042396
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt034518
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt020996
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0102287
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0236
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0253
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0346
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0130
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0126
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01091
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt069237
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt062934
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0132171
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0236
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0253
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0346
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0130
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0126
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01091
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.01000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99540
IRS990ScheduleA/PublicSupportPY509Pct00.99440
IRS990ScheduleA/PublicSupportTotal509Amt0234458
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt070987
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt065561
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt042396
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt034518
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt020996
IRS990ScheduleA/Total509Grp/TotalAmt0234458
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt071223
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt065814
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt042742
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt034648
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt021122
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0235549
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES CONFERENCE AND MEETINGS 215 INSURANCE 490 SUMMER THEATRE 4,929 SCHOLARSHIPS 1,100 PARENT WORKSHOPS 500 FIELD TRIPS 7,063 TEACHER APPRECIATION 941 TEACHER SUPPLIES 1,880 NATURES CLASS ROOM 31,530 CULTURAL ENRICHMENT 13,394 OTHER EVENTS 3,742 MISCELLANEOUS EXPENSE 88 BOOKS AND SUBSCRIPTIONS 878 SUPPLIES 1,109 TOTAL 67,859
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANGELA DOLAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09783688482
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-09-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LANCASTER PTO
ReturnHeader/Filer/BusinessNameControlTxt0LANC
ReturnHeader/Filer/EIN0043031122
ReturnHeader/Filer/USAddress/AddressLine1Txt0103 HOLLYWOOD DRIVE
ReturnHeader/Filer/USAddress/CityNm0LANCASTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001523
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043288270
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RONALD LEGER JR CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0680 MECHANIC ST STE 130
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LEOMINSTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0014534455
ReturnHeader/PreparerPersonGrp/PhoneNum09784666500
ReturnHeader/PreparerPersonGrp/PreparationDt02016-09-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RONALD LEGER JR
ReturnHeader/ReturnTs02016-09-21T17:51:18-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-08-01
ReturnHeader/TaxPeriodEndDt02016-07-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$72,844
Liabilities
$0
Net assets
$72,844
Revenue
$71,223
Expenses
$69,166
Net income
$2,057
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
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$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