Civic Intelligence

PTA Massachusetts Parent Teacher Association Inc

990 • Fiscal year 2015 • EIN 04-3156223

Jul 01, 2014 to Jun 30, 2015 • Filed on Oct 09, 2015

PO Box 608Hopkinton, MA 01748

(508) 497-9458

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

11th percentile

-34%

Higher net margin than 11% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

20th percentile

-21%

Faster asset growth than 20% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

14th percentile

-35%

Faster revenue growth than 14% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$98,715

Down $25,983 (-21%) from 2014

Net Assets

Down

$98,715

Down $25,983 (-21%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$75,655

Down $41,638 (-35%) from 2014

Expenses

Down

$101,638

Down $7,982 (-7.3%) from 2014

Net Income

Down

-$25,983

Down $33,656 (-439%) from 2014

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2011: $162,834Liabilities 2011: $0Net Assets 2011: $162,8342011Assets 2012: $110,980Liabilities 2012: $0Net Assets 2012: $110,9802012Assets 2013: $117,025Liabilities 2013: $0Net Assets 2013: $117,0252013Assets 2014: $124,698Liabilities 2014: $0Net Assets 2014: $124,6982014Assets 2015: $98,715Liabilities 2015: $0Net Assets 2015: $98,7152015Assets 2016: $106,581Liabilities 2016: $0Net Assets 2016: $106,5812016Assets 2017: $132,819Liabilities 2017: $0Net Assets 2017: $132,8192017Assets 2018: $154,821Liabilities 2018: $0Net Assets 2018: $154,8212018Assets 2019: $132,834Liabilities 2019: $0Net Assets 2019: $132,8342019Assets 2020: $170,688Liabilities 2020: $0Net Assets 2020: $170,6882020

Highlighted filing

2015

Assets$98,715
Liabilities$0
Net Assets$98,715

Operations Trend

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

$200K$100K$0-$100KRevenue 2011: $167,918Expenses 2011: $192,942Net Income 2011: -$25,0242011Expenses 2012: $169,5792012Revenue 2013: $111,729Expenses 2013: $105,684Net Income 2013: $6,0452013Revenue 2014: $117,293Expenses 2014: $109,620Net Income 2014: $7,6732014Revenue 2015: $75,655Expenses 2015: $101,638Net Income 2015: -$25,9832015Revenue 2016: $89,502Expenses 2016: $81,636Net Income 2016: $7,8662016Revenue 2017: $119,458Expenses 2017: $93,220Net Income 2017: $26,2382017Revenue 2018: $120,531Expenses 2018: $98,529Net Income 2018: $22,0022018Revenue 2019: $88,932Expenses 2019: $110,919Net Income 2019: -$21,9872019Revenue 2020: $94,907Expenses 2020: $57,053Net Income 2020: $37,8542020

Highlighted filing

2015

Revenue$75,655
Expenses$101,638
Net Income-$25,983
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Oct 9, 2015
Return Version
2014v5.0
Gross Receipts
$308,830
Mission and Program Overview

Mission

To support the enrichment and betterment of the hopkinton public schools by providing a forum of communication between parents, teachers, administrators and community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$124,698$98,715▼ $25,983
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$124,698$98,715▼ $25,983
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$124,698$98,715▼ $25,983
Total Net Assets Fund Balance$124,698$98,715▼ $25,983
Total Liabilities and Net Assets / Fund Balance$124,698$98,715▼ $25,983
Compensation and Service Providers

Board Members and Trustees

NameTitle
Chris TourignyComm Chair
Kristy WilladsenPresident
Brenda HunterVice President
Lara MccannVice President
Laurie FromerVice President
Lynne AuslanderVice President
Mary KrattenmakerVice President
Mary PawelaVice President
Maureen LundyVice President
Ruth PagliucaVice President
Sherri GalegoVice President
Tara SandaVice President
Erin GrazianoSecretary
Allison CofoneTreasurer
Jennifer SchroederVP/fund Raising
Revenue and Support

Revenue Composition

Contributions and Grants
$1,100
Program Service Revenue
$12,640
Investment Income
$279
Other Revenue
$61,636
All Other Contributions
$1,100
Change in Net Assets
$-25,983
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$101,638
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$23,338$6,207-$29,545
Other Expenses$13,545--$13,545
Total Functional Expenses$95,431$6,207$0$101,638
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$294,811
Fundraising Direct Expenses$233,175
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Extracurricular$129,628$129,628$111,545$18,083
Other Fundraisers$56,738$56,738$52,678$4,060
Total Events$291,203$291,203$230,252$60,951
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
No
Audit committee
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

No review was or will be conducted.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

No documents available to the public.

Part VII Average Hours Per Week

The average hours per week varies from less than 1 hour to almost 50 hours depending on the position and the time of year. Used an average of 10 hours for all members.

Filing and Contact Details

Filer

Filer Name
Hopkinton Pta
EIN
04-3156223
Phone
5084979458
Address
PO BOX 608, HOPKINTON, MA 01748

Signing Officer

Name
Allison Cofone
Title
Treasurer
Signed
2015-10-09
Discuss with paid preparer
Yes

Organization Details

Formed
1993
Legal Domicile
Ma
Voting Board Members
32
Independent Board Members
0
Employees
0
Volunteers
100

Preparer

Firm
Dawn M Kay CPA PC
Address
PO Box 370, Tyngsboro, MA 01879
Preparer
Dawn M Kay
Phone
9786490740
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E: Other Expenses

CENTER SCHOOL: Column (A) - Total = $9332; Column (B) - Program Services = $9332; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

ELMWOOD SCHOOL: Column (A) - Total = $12822; Column (B) - Program Services = $12822; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

GENERAL BOARD EXPENSES: Column (A) - Total = $6207; Column (B) - Program Services = $0; Column (C) - Management & General = $6207; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

PRESCHOOL: Column (A) - Total = $1184; Column (B) - Program Services = $1184; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

PRIOR YEAR SCHOOL EXPENSE: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

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IRS990/MissionDesc0TO SUPPORT THE ENRICHMENT AND BETTERMENT OF THE HOPKINTON PUBLIC SCHOOLS BY PROVIDING A FORUM OF COMMUNICATION BETWEEN PARENTS, TEACHERS, ADMINISTRATORS AND COMMUNITY.
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IRS990/NetAssetsOrFundBalancesEOYAmt098715
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IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt061636
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IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
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IRS990/OtherExpensesGrp/Desc0HIGH SCHOOL
IRS990/OtherExpensesGrp/Desc1MIDDLE SCHOOL
IRS990/OtherExpensesGrp/Desc2GENERAL SCHOOL FUNDS
IRS990/OtherExpensesGrp/Desc3HOPKINS SCHOOL
IRS990/OtherExpensesGrp/ProgramServicesAmt022038
IRS990/OtherExpensesGrp/ProgramServicesAmt120810
IRS990/OtherExpensesGrp/ProgramServicesAmt215700
IRS990/OtherExpensesGrp/ProgramServicesAmt313545
IRS990/OtherExpensesGrp/TotalAmt022038
IRS990/OtherExpensesGrp/TotalAmt120810
IRS990/OtherExpensesGrp/TotalAmt215700
IRS990/OtherExpensesGrp/TotalAmt313545
IRS990/OtherRevenueTotalAmt00
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IRS990/ProgramServiceRevenueGrp/Desc0Membership Dues & Assessments
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IRS990/PYInvestmentIncomeAmt0252
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IRS990/PYOtherRevenueAmt0103721
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IRS990/PYTotalExpensesAmt0109620
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IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
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IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
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IRS990ScheduleA/PublicSupportPY170Pct00.95470
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt068815
IRS990ScheduleA/TotalSupportAmt070688
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt060951
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0111545
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt052678
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt07
IRS990ScheduleG/LicensedStatesCd0MA
IRS990ScheduleG/SolicitationOfNonGovtGrantsInd0X
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CENTER SCHOOL: Column (A) - Total = $9332; Column (B) - Program Services = $9332; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ELMWOOD SCHOOL: Column (A) - Total = $12822; Column (B) - Program Services = $12822; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GENERAL BOARD EXPENSES: Column (A) - Total = $6207; Column (B) - Program Services = $0; Column (C) - Management & General = $6207; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PRESCHOOL: Column (A) - Total = $1184; Column (B) - Program Services = $1184; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PRIOR YEAR SCHOOL EXPENSE: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE AVERAGE HOURS PER WEEK VARIES FROM LESS THAN 1 HOUR TO ALMOST 50 HOURS DEPENDING ON THE POSITION AND THE TIME OF YEAR. USED AN AVERAGE OF 10 HOURS FOR ALL MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 24e: Other Expenses

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