Civic Intelligence

Lancaster Parent Teacher Organization

990EZ • Fiscal year 2017 • EIN 04-3031122

Aug 01, 2016 to Jul 31, 2017 • Filed on Oct 30, 2017

Organization ProfileN/A
103 Hollywood DriveLancaster, MA 01523

(508) 904-2545

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

75th percentile

19%

Higher net margin than 75% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

72nd percentile

20%

Faster asset growth than 72% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

64th percentile

11%

Faster revenue growth than 64% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$87,608

Up $14,764 (+20%) from 2016

Net Assets

Up

$87,608

Up $14,764 (+20%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin75th percentile

Revenue

Up

$78,715

Up $7,492 (+11%) from 2016

Expenses

Down

$63,951

Down $5,215 (-7.5%) from 2016

Net Income

Up

$14,764

Up $12,707 (+618%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth72nd 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

2017

Assets$87,608
Liabilities$0
Net Assets$87,608
Open 2017 Filing

Operations Trend

Revenue Growth64th 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

2017

Revenue$78,715
Expenses$63,951
Net Income$14,764
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2016 to Jul 31, 2017
Signed
Oct 30, 2017
Return Version
2016v3.0
Gross Receipts
$78,715
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.-$62,082
FIELD TRIPS, CLASSROOM EVENTS & PROGRAMS, CLASSROOM SUPPLIES & EQUIPMENT--
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JESSICA MCCLELLANTreasurerPT$0--
STACY KRAMERCo-PresidentPT$0--
SHANNA PAULCo-PresidentPT$0--
MEGAN BATESVice PresidePT$0--
ANN-MARIE NOVAKSecretaryPT$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Jessica Mcclellan
Title
Treasurer
Phone
9783688482
Signed
2017-10-30
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 insurance 590 summer theatre 4,205 scholarships 1,045 field trips 8,321 teacher appreciation 488 teacher supplies 522 natures class room 27,203 cultural enrichment 8,397 other events 2,363 miscellaneous expense 563 books and subscriptions 308 supplies 398 5k fun run 6,876 auction expenses 1,956 total 63,235”

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 Appendix156 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/PersonNm0JESSICA MCCLELLAN
IRS990EZ/BooksInCareOfDetail/PhoneNum05089042545
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0103 HOLLYWOOD DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LANCASTER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001523
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt072844
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt087608
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02000
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt014764
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0716
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt072844
IRS990EZ/Form990TotalAssetsGrp/EOYAmt087608
IRS990EZ/GrossReceiptsAmt078715
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt055
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0745
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt072844
IRS990EZ/NetAssetsOrFundBalancesEOYAmt087608
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt072844
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt087608
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/PersonNm0JESSICA MCCLELLAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STACY KRAMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SHANNA PAUL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MEGAN BATES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ANN-MARIE NOVAK
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/OtherExpensesTotalAmt063235
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE ACADEMIC AND CULTURAL ENRICHMENT TO THE LANCASTER ELEMENTARY AND MIDDLE SCHOOLS.
IRS990EZ/ProgramServiceRevenueAmt075915
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FIELD TRIPS, CLASSROOM EVENTS AND PROGRAMS, CLASSROOM SUPPLIES AND EQUIPMENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FIELD TRIPS, CLASSROOM EVENTS & PROGRAMS, CLASSROOM SUPPLIES & EQUIPMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt062082
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt063951
IRS990EZ/TotalProgramServiceExpensesAmt062082
IRS990EZ/TotalRevenueAmt078715
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01750
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02627
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt042396
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt034518
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt083291
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt055
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0236
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0253
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0346
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0130
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01020
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt076660
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt069237
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt062934
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0208831
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt055
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0236
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0253
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0346
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0130
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01020
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99650
IRS990ScheduleA/PublicSupportPY509Pct00.99540
IRS990ScheduleA/PublicSupportTotal509Amt0292122
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt078660
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt070987
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt065561
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt042396
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt034518
IRS990ScheduleA/Total509Grp/TotalAmt0292122
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt078715
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt071223
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt065814
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt042742
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt034648
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0293142
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INSURANCE 590 SUMMER THEATRE 4,205 SCHOLARSHIPS 1,045 FIELD TRIPS 8,321 TEACHER APPRECIATION 488 TEACHER SUPPLIES 522 NATURES CLASS ROOM 27,203 CULTURAL ENRICHMENT 8,397 OTHER EVENTS 2,363 MISCELLANEOUS EXPENSE 563 BOOKS AND SUBSCRIPTIONS 308 SUPPLIES 398 5K FUN RUN 6,876 AUCTION EXPENSES 1,956 TOTAL 63,235
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/PersonNm0JESSICA MCCLELLAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09783688482
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-30
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/FilingSecurityInformation/AtSubmissionCreationDeviceId070CC72116ABFCB60675EA906058230DB6325346C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04ECF4DF194E04E772A3A4898373119F9E4407E1A
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043288240
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/PreparationDt02017-10-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RONALD LEGER JR
ReturnHeader/ReturnTs02017-11-03T18:04:31-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-08-01
ReturnHeader/TaxPeriodEndDt02017-07-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$87,608
Liabilities
$0
Net assets
$87,608
Revenue
$78,715
Expenses
$63,951
Net income
$14,764
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