Civic Intelligence

Parent Teachers Organization

990EZ • Fiscal year 2023 • EIN 04-3079185

Sep 01, 2022 to Aug 31, 2023 • Filed on Dec 15, 2023

75 Spruce StActon, MA 01720

(978) 266-2570

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

39th percentile

-1.3%

Higher net margin than 39% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

46th percentile

-0.4%

Faster asset growth than 46% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

95th percentile

233%

Faster revenue growth than 95% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$110,918

Up $110,917 (+11091700%) from 2022

Net Assets

Down

$110,918

Down $422 (-0.4%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$31,319

Up $31,319 from 2022

Expenses

Up

$31,741

Up $31,741 from 2022

Net Income

Down

-$422

Down $422 from 2022

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $100,808Liabilities 2011: $49,100Net Assets 2011: $51,7082011Assets 2012: $110,771Liabilities 2012: $20,662Net Assets 2012: $90,1092012Assets 2013: $114,524Liabilities 2013: $21,0002013Assets 2014: $129,754Liabilities 2014: $23,021Net Assets 2014: $106,7332014Assets 2015: $126,236Liabilities 2015: $21,000Net Assets 2015: $105,2362015Assets 2016: $138,582Liabilities 2016: $32,565Net Assets 2016: $106,0172016Assets 2017: $139,212Liabilities 2017: $39,580Net Assets 2017: $99,6322017Assets 2018: $132,722Liabilities 2018: $36,000Net Assets 2018: $96,7222018Assets 2019: $116,051Liabilities 2019: $26,387Net Assets 2019: $89,6642019Assets 2020: $119,438Liabilities 2020: $0Net Assets 2020: $119,4382020Assets 2021: $116,177Liabilities 2021: $0Net Assets 2021: $116,1772021Assets 2022: $1Liabilities 2022: $0Net Assets 2022: $111,3402022Assets 2023: $110,918Liabilities 2023: $0Net Assets 2023: $110,9182023Assets 2024: $112,340Net Assets 2024: $112,3402024Assets 2025: $109,237Net Assets 2025: $109,2372025

Highlighted filing

2023

Assets$110,918
Liabilities$0
Net Assets$110,918

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $120,815Expenses 2011: $122,515Net Income 2011: -$1,7002011Revenue 2012: $95,132Expenses 2012: $56,731Net Income 2012: $38,4012012Revenue 2013: $69,091Expenses 2013: $65,676Net Income 2013: $3,4152013Revenue 2014: $93,066Expenses 2014: $79,857Net Income 2014: $13,2092014Revenue 2015: $63,664Expenses 2015: $65,161Net Income 2015: -$1,4972015Revenue 2016: $48,147Expenses 2016: $47,364Net Income 2016: $7832016Revenue 2017: $70,762Expenses 2017: $77,147Net Income 2017: -$6,3852017Revenue 2018: $64,947Expenses 2018: $67,857Net Income 2018: -$2,9102018Revenue 2019: $52,918Expenses 2019: $59,976Net Income 2019: -$7,0582019Revenue 2020: $43,959Expenses 2020: $40,572Net Income 2020: $3,3872020Revenue 2021: $5,009Expenses 2021: $8,270Net Income 2021: -$3,2612021Revenue 2022: $0Expenses 2022: $0Net Income 2022: $02022Revenue 2023: $31,319Expenses 2023: $31,741Net Income 2023: -$4222023Revenue 2024: $19,027Expenses 2024: $17,605Net Income 2024: $1,4222024Revenue 2025: $21,812Expenses 2025: $24,915Net Income 2025: -$3,1032025

Highlighted filing

2023

Revenue$31,319
Expenses$31,741
Net Income-$422
Jump To
Filing Snapshot
Filing Period
Sep 1, 2022 to Aug 31, 2023
Signed
Dec 15, 2023
Return Version
2022v5.0
Gross Receipts
$42,072
Mission and Program Overview

Mission

To promote an open relationship between parents and faculty at the paul p. Gates school and maintain quality of education for all children

To promote an open relationship between parents and faculty at the Paul P. Gates School and maintain quality education for all children.

Program Services

DescriptionGrantsExpenses
Field Trips-$22,471
Grants for classroom assistants, computer assistants, foreign language assistants and library assistants.-$8,148
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lopamudra SenSenior ChairPT$0--
Soula HatziliadesJunior ChairPT$0--
Dengqi ChenTreasurerPT$0--
Sankar VeeramoniAss. TreasurerPT$0--
Elizabeth MolinaMarkhamSr. SecretaryPT$0--
Kaiping FuAsst. SecretaryPT$0--
Chelsea ReinholdRecording Sec.PT$0--
Molly WaldEvent CoordinatPT$0--
Sahithya KokaFundraisingPT$0--
Filing and Contact Details

Filer

Filer Name
Paul P Gates School PTO
EIN
04-3079185
Phone
9782662570
Address
75 Spruce St, Acton, MA 01720

Signing Officer

Name
Lopamudra Sen
Title
Senior Chair
Signed
2023-12-15
Discuss with paid preparer
Yes

Preparer

Firm
Vallas & Arrison PC
Address
312 Great Road, Littleton, MA 01460
Preparer
Thomas Arrison CPA
Phone
9784869855
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.2

| Donee's Name: Field Trips | Cash Amount Given: $22471

Other Expenses.1002

Office Expenses $288

Other Expenses.1

Performing Arts Enrichment $3085

Other Expenses.2

Classroom & Education Supplies $1970

Other Expenses.3

Staff Appreciation $1554

Other Expenses.4

Principal's Discretionary Fund $596

Other Expenses.5

PTO Today Membership $535

Other Expenses.6

End of year activity day $275

Other Expenses.7

Sixth Grade Send Off $132

Other Expenses.8

MA Filing Fee $35

Raw XML Appendix205 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Acton
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Lopamudra Sen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Soula Hatziliades
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Dengqi Chen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Sankar Veeramoni
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Elizabeth MolinaMarkham
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Kaiping Fu
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Chelsea Reinhold
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Molly Wald
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Sahithya Koka
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Senior Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Junior Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Ass. Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Sr. Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Asst. Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Recording Sec.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Event Coordinat
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Fundraising
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt08470
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To promote an open relationship between parents and faculty at the Paul P. Gates School and maintain quality education for all children.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Grants for classroom assistants, computer assistants, foreign language assistants and library assistants.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Field Trips
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt08148
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt122471
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt010753
IRS990EZ/SpecialEventsNetIncomeLossAmt01422
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt031741
IRS990EZ/TotalProgramServiceExpensesAmt030619
IRS990EZ/TotalRevenueAmt031319
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0HTTP://GATES.ABSCHOOLS.ORG/PARENTS/GATE
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt029092
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt08006
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03761
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt011600
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt026393
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt078852
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0805
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0243
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0134
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0968
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0814
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02964
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01422
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt03146
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01114
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt059661
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt076528
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0141871
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0805
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0243
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0134
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0968
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0814
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02964
IRS990ScheduleA/InvestmentIncomeCYPct00.01330
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98670
IRS990ScheduleA/PublicSupportTotal509Amt0220723
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt030514
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt011152
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt04875
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt071261
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0102921
IRS990ScheduleA/Total509Grp/TotalAmt0220723
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt031319
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt011395
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt05009
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt072229
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0103735
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0223687
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Field Trips | Cash Amount Given: $22471
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $288
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Performing Arts Enrichment $3085
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Classroom & Education Supplies $1970
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Staff Appreciation $1554
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Principal's Discretionary Fund $596
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PTO Today Membership $535
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7End of year activity day $275
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Sixth Grade Send Off $132
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9MA Filing Fee $35
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.8
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Lopamudra Sen
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Senior Chair
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-12-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Paul P Gates School PTO
ReturnHeader/Filer/BusinessNameControlTxt0PAUL
ReturnHeader/Filer/EIN0043079185
ReturnHeader/Filer/PhoneNum09782662570
ReturnHeader/Filer/USAddress/AddressLine1Txt075 Spruce St
ReturnHeader/Filer/USAddress/CityNm0Acton
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001720
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043215625
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Vallas & Arrison PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0312 Great Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Littleton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001460
ReturnHeader/PreparerPersonGrp/PhoneNum09784869855
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Thomas Arrison CPA
ReturnHeader/ReturnTs02023-12-15T03:12:28-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Lopamudra
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Sen
ReturnHeader/TaxPeriodBeginDt02022-09-01
ReturnHeader/TaxPeriodEndDt02023-08-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.09$1.09$0.22$0.25$0.03
2024Detailed filing. Detailed filing data is available for this year.$1.12$1.12$0.19$0.18$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.31$0.32$0.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$1.11$0.00$0.00$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.16$0.00$1.16$0.05$0.08$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.44$0.41$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.16$0.26$0.90$0.53$0.60$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.33$0.36$0.97$0.65$0.68$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.39$0.40$1.00$0.71$0.77$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.39$0.33$1.06$0.48$0.47$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.26$0.21$1.05$0.64$0.65$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.30$0.23$1.07$0.93$0.80$0.13
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.15$0.21$0.69$0.66$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.11$0.21$0.90$0.95$0.57$0.38
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.01$0.49$0.52$1.21$1.23$0.02
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)3 • <$500k nonprofits