Civic Intelligence

PTA Massachusetts Parent Teacher Association Inc

990 • Fiscal year 2016 • EIN 04-3156223

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 20, 2016

PO Box 608Hopkinton, MA 01748

(608) 469-2909

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

62nd percentile

8.8%

Higher net margin than 62% 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

60th percentile

8.0%

Faster asset growth than 60% of similar nonprofits.

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

Revenue Growth

72nd percentile

18%

Faster revenue growth than 72% of similar nonprofits.

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

Assets

Up

$106,581

Up $7,866 (+8.0%) from 2015

Net Assets

Up

$106,581

Up $7,866 (+8.0%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$89,502

Up $13,847 (+18%) from 2015

Expenses

Down

$81,636

Down $20,002 (-20%) from 2015

Net Income

Up

$7,866

Up $33,849 (+130%) from 2015

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

2016

Assets$106,581
Liabilities$0
Net Assets$106,581

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

2016

Revenue$89,502
Expenses$81,636
Net Income$7,866
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 20, 2016
Return Version
2015v2.0
Gross Receipts
$323,472
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$98,715$106,581▲ $7,866
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$98,715$106,581▲ $7,866
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$98,715$106,581▲ $7,866
Total Net Assets Fund Balance$98,715$106,581▲ $7,866
Total Liabilities and Net Assets / Fund Balance$98,715$106,581▲ $7,866
Compensation and Service Providers

Board Members and Trustees

NameTitle
Chris TourignyComm Chair
Erin GrazianoPresident
Amanda RobichaudVice President
Brenda HunterVice President
Christine ChapmanVice President
Hope HaymanVice President
Jennifer RiesenbergerVice President
Lara MccannVice President
Laurie FromerVice President
Lee BurnsVice President
Lynne AuslanderVice President
Mary KrattenmakerVice President
Tara SandaVice President
Suzanne SawyerSecretary
Tina OttingerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$960
Program Service Revenue
$13,192
Investment Income
$215
Other Revenue
$75,135
All Other Contributions
$960
Change in Net Assets
$7,866
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$81,636
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$17,860$6,378-$24,238
Other Expenses$10,312--$10,312
Total Functional Expenses$75,258$6,378$0$81,636
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$309,105
Fundraising Direct Expenses$233,970
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Extracurricular$143,781$143,781$126,314$17,467
Book Fair$45,793$45,793$36,638$9,155
Total Events$305,929$305,929$233,067$72,862
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
6084692909
Address
PO BOX 608, HOPKINTON, MA 01748

Signing Officer

Name
Tina Ottinger
Title
Treasurer
Signed
2016-10-20
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

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

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

CENTER SCHOOL: Column (A) - Total = $7304; Column (B) - Program Services = $7304; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

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

GENERAL BOARD EXPENSES: Column (A) - Total = $6378; Column (B) - Program Services = $0; Column (C) - Management & General = $6378; Column (D) - Fundraising = $0

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

HOPKINS SCHOOL: Column (A) - Total = $9819; Column (B) - Program Services = $9819; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

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

PRESCHOOL: Column (A) - Total = $737; Column (B) - Program Services = $737; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

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IRS990/NetAssetsOrFundBalancesBOYAmt098715
IRS990/NetAssetsOrFundBalancesEOYAmt0106581
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt075135
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0HIGH SCHOOL
IRS990/OtherExpensesGrp/Desc1GENERAL SCHOOL FUNDS
IRS990/OtherExpensesGrp/Desc2MIDDLE SCHOOL
IRS990/OtherExpensesGrp/Desc3ELMWOOD SCHOOL
IRS990/OtherExpensesGrp/ProgramServicesAmt018809
IRS990/OtherExpensesGrp/ProgramServicesAmt116364
IRS990/OtherExpensesGrp/ProgramServicesAmt211913
IRS990/OtherExpensesGrp/ProgramServicesAmt310312
IRS990/OtherExpensesGrp/TotalAmt018809
IRS990/OtherExpensesGrp/TotalAmt116364
IRS990/OtherExpensesGrp/TotalAmt211913
IRS990/OtherExpensesGrp/TotalAmt310312
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/Desc0Membership Dues & Assessments
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt013192
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt013192
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01100
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0279
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0101638
IRS990/PYOtherRevenueAmt061636
IRS990/PYProgramServiceRevenueAmt012640
IRS990/PYRevenuesLessExpensesAmt0-25983
IRS990/PYTotalExpensesAmt0101638
IRS990/PYTotalRevenueAmt075655
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt07866
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt098715
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0106581
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0960
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01100
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt013320
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt015260
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt012558
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt043198
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0252
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0262
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0449
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0963
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.97820
IRS990ScheduleA/PublicSupportPY170Pct00.97350
IRS990ScheduleA/PublicSupportTotal170Amt043198
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0960
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01100
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt013320
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt015260
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt012558
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt043198
IRS990ScheduleA/TotalSupportAmt044161
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0233067
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0EXTRACURRICULAR
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0143781
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt045793
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt0116355
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0305929
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0143781
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt045793
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt0116355
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0305929
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt072862
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt070115
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0233067
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0126314
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt036638
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt010
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/ExplanationTxt2: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CENTER SCHOOL: Column (A) - Total = $7304; Column (B) - Program Services = $7304; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GENERAL BOARD EXPENSES: Column (A) - Total = $6378; Column (B) - Program Services = $0; Column (C) - Management & General = $6378; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5HOPKINS SCHOOL: Column (A) - Total = $9819; Column (B) - Program Services = $9819; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PRESCHOOL: Column (A) - Total = $737; Column (B) - Program Services = $737; 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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