Civic Intelligence

Lancaster Parent Teacher Organization

990EZ • Fiscal year 2018 • EIN 04-3031122

Aug 01, 2017 to Jul 31, 2018 • Filed on Feb 02, 2019

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

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

27th percentile

-7.0%

Higher net margin than 27% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

38th percentile

-3.5%

Faster asset growth than 38% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

11th percentile

-44%

Faster revenue growth than 11% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$84,541

Down $3,067 (-3.5%) from 2017

Net Assets

Down

$84,541

Down $3,067 (-3.5%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin27th percentile

Revenue

Down

$43,850

Down $34,865 (-44%) from 2017

Expenses

Down

$46,917

Down $17,034 (-27%) from 2017

Net Income

Down

-$3,067

Down $17,831 (-121%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth38th 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

2018

Assets$84,541
Liabilities$0
Net Assets$84,541
Open 2018 Filing

Operations Trend

Revenue Growth11th 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

2018

Revenue$43,850
Expenses$46,917
Net Income-$3,067
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2017 to Jul 31, 2018
Signed
Feb 2, 2019
Return Version
2017v2.3
Gross Receipts
$43,850
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.-$46,917
FIELD TRIPS, CLASSROOM EVENTS & PROGRAMS, CLASSROOM SUPPLIES & EQUIPMENT--
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JESSICA MCCLELLANTreasurerPT$0--
MEGAN BATESCo-PresidentPT$0--
AMIE CARABELLOCo-PresidentPT$0--
SABRINA DEMERSVice PresidePT$0--
MARCIE GIANNATTASIOSecretaryPT$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
2019-02-02
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 summer theatre 6,996 scholarships 600 field trips 2,533 teacher appreciation 978 teacher supplies 2,849 natures class room 17,325 cultural enrichment 9,106 other events 4,125 insurance 506 supplies 330 5k fun run 419 business 1,150 total 46,917”

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 Appendix161 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/BOYAmt087608
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt084541
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03930
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3067
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt087608
IRS990EZ/Form990TotalAssetsGrp/EOYAmt084541
IRS990EZ/GrossReceiptsAmt043850
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt068
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0586
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt087608
IRS990EZ/NetAssetsOrFundBalancesEOYAmt084541
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt087608
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt084541
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/PersonNm1MEGAN BATES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2AMIE CARABELLO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SABRINA DEMERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARCIE GIANNATTASIO
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/OtherExpensesTotalAmt046917
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE ACADEMIC AND CULTURAL ENRICHMENT TO THE LANCASTER ELEMENTARY AND MIDDLE SCHOOLS.
IRS990EZ/ProgramServiceRevenueAmt039266
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FIELD TRIPS, CLASSROOM EVENTS AND PROGRAMS, CLASSROOM SUPPLIES AND EQUIPMENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FIELD TRIPS, CLASSROOM EVENTS & PROGRAMS, CLASSROOM SUPPLIES & EQUIPMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt046917
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt046917
IRS990EZ/TotalProgramServiceExpensesAmt046917
IRS990EZ/TotalRevenueAmt043850
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03930
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01750
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02627
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt042396
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt052703
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt068
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt055
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0236
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0253
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0346
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0958
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt039852
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt076660
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt069237
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt062934
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0248683
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt068
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt055
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0236
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0253
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0346
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0958
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99680
IRS990ScheduleA/PublicSupportPY509Pct00.99650
IRS990ScheduleA/PublicSupportTotal509Amt0301386
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt043782
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt078660
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt070987
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt065561
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt042396
IRS990ScheduleA/Total509Grp/TotalAmt0301386
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt043850
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt078715
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt071223
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt065814
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt042742
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0302344
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES SUMMER THEATRE 6,996 SCHOLARSHIPS 600 FIELD TRIPS 2,533 TEACHER APPRECIATION 978 TEACHER SUPPLIES 2,849 NATURES CLASS ROOM 17,325 CULTURAL ENRICHMENT 9,106 OTHER EVENTS 4,125 INSURANCE 506 SUPPLIES 330 5K FUN RUN 419 BUSINESS 1,150 TOTAL 46,917
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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JESSICA MCCLELLAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09783688482
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-02-02
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/AtSubmissionCreationDeviceId045A63A02B7C40606ED6B5A6490EDAF24C2D410D8
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03F8F096E0345459164FF53D0FD4417F354B0099D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt052.37.240.203
ReturnHeader/FilingSecurityInformation/IPDt02019-02-04
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm014:38:55
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/PreparationDt02019-02-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RONALD LEGER JR
ReturnHeader/ReturnTs02019-02-04T14:38:55-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-08-01
ReturnHeader/TaxPeriodEndDt02018-07-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$84,541
Liabilities
$0
Net assets
$84,541
Revenue
$43,850
Expenses
$46,917
Net income
-$3,067
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