Civic Intelligence

South Row School Parent Teacher Organization-PTO-Inc

EIN 04-3163145 • 501(c)3 • Chelmsford, MA

Pub. 78 Eligible990-N Coverage

Profile

Education Enrichment

250 Boston RdChelmsford, MA 01824

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

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

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

Liabilities / Revenue

61st percentile

0.00x

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

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

Net Margin

58th percentile

5.8%

Higher net margin than 58% of similar nonprofits.

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

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.

501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

57th percentile

1.8%

Faster asset growth than 57% of similar nonprofits.

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

Revenue Growth

56th percentile

3.4%

Faster revenue growth than 56% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$84,935

Up $1,479 (+1.8%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Up

$84,935

Up $1,479 (+1.8%) from 2022

Operations
Liabilities / Revenue61st percentileNet Margin58th percentile

Revenue

Up

$25,291

Up $840 (+3.4%) from 2022

Expenses

Up

$23,812

Up $8,015 (+51%) from 2022

Net Income

Down

$1,479

Down $7,175 (-83%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth57th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0Assets 2015: $58,069Liabilities 2015: $0Net Assets 2015: $58,0692015Assets 2016: $51,366Liabilities 2016: $0Net Assets 2016: $51,3662016Assets 2019: $55,338Liabilities 2019: $0Net Assets 2019: $55,3382019Assets 2020: $69,649Liabilities 2020: $0Net Assets 2020: $69,6492020Assets 2021: $74,802Liabilities 2021: $0Net Assets 2021: $74,8022021Assets 2022: $83,456Liabilities 2022: $0Net Assets 2022: $83,4562022Assets 2023: $84,935Liabilities 2023: $0Net Assets 2023: $84,9352023

Highlighted filing

2023

Assets$84,935
Liabilities$0
Net Assets$84,935
Open 2023 Filing

Operations Trend

Revenue Growth56th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40K$20K$0-$20KRevenue 2015: $36,877Expenses 2015: $31,190Net Income 2015: $5,6872015Revenue 2016: $24,093Expenses 2016: $30,796Net Income 2016: -$6,7032016Revenue 2019: $32,826Expenses 2019: $25,263Net Income 2019: $7,5632019Revenue 2020: $31,664Expenses 2020: $17,353Net Income 2020: $14,3112020Revenue 2021: $14,466Expenses 2021: $9,313Net Income 2021: $5,1532021Revenue 2022: $24,451Expenses 2022: $15,797Net Income 2022: $8,6542022Revenue 2023: $25,291Expenses 2023: $23,812Net Income 2023: $1,4792023

Highlighted filing

2023

Revenue$25,291
Expenses$23,812
Net Income$1,479
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$84,935
Liabilities
$0
Net assets
$84,935
Revenue
$25,291
Expenses
$23,812
Net income
$1,479
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$84.9$0.00$84.9$25.3$23.8$1.48
2022Detailed filing. Detailed filing data is available for this year.$83.5$0.00$83.5$24.5$15.8$8.65
2021Detailed filing. Detailed filing data is available for this year.$74.8$0.00$74.8$14.5$9.31$5.15
2020Detailed filing. Detailed filing data is available for this year.$69.6$0.00$69.6$31.7$17.4$14.3
2019Detailed filing. Detailed filing data is available for this year.$55.3$0.00$55.3$32.8$25.3$7.56
2016Detailed filing. Detailed filing data is available for this year.$51.4$0.00$51.4$24.1$30.8$6.70
2015Detailed filing. Detailed filing data is available for this year.$58.1$0.00$58.1$36.9$31.2$5.69
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2022 to Aug 31, 2023
Signed
Feb 6, 2024
Return Version
2022v5.0
Gross Receipts
$49,692
Mission and Program Overview

Mission

Education Enrichment

To support students and student activities of the South Row Elementary School.

Program Services

DescriptionGrantsExpenses
Support services for students, including Enrichment Programs.-$14,313
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Elizabeth HaugnerPresidentPT$0--
Ashley CakounesVice PresidentPT$0--
Courtney Leary CooperTreasurerPT$0--
Leanne NeedhamClerk-$0--
Beth WojitasCo President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Book Fair Income$9,346$9,346$9,417$-71
Pumpkin Fair Income$5,425$5,425$1,348$4,077
Total Events$30,722$30,722$20,191$10,531
Filing and Contact Details

Filer

Filer Name
South Row Parent Teacher Organization
EIN
04-3163145
Phone
6179703331
Address
250 Boston Rd, Chelmsford, MA 01824

Signing Officer

Name
Courtney Cooper
Title
Treasurer
Signed
2024-02-06
Discuss with paid preparer
Yes

Preparer

Firm
Stafford Gaudet & Associates LLC
Address
19 Fletcher St PO Box 367, Chelmsford, MA 01824
Preparer
Brian J Stafford CPA MST
Phone
9782500300
Supplemental Narrative

Additional Explanations

Other Expenses.1012

“Insurance $565”

Other Expenses.1

“School trips $14313”

Other Expenses.2

“Staff Appreciation $4870”

Other Expenses.3

“Miscellaneous $1266”

Other Expenses.4

“Filing Fees $657”

Other Expenses.5

“Multi Cultural Festival $591”

Other Expenses.6

“Supplies $493”

Other Expenses.7

“Clearing House Expense $300”

Other Expenses.8

“Playground Equipment $150”

Other Expenses.9

“Engineering Day $107”

Raw XML Appendix207 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Elizabeth Haugner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Ashley Cakounes
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
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IRS990EZ/OperateHospitalInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
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IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99570
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $565
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1School trips $14313
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Staff Appreciation $4870
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Miscellaneous $1266
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Filing Fees $657
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Multi Cultural Festival $591
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Supplies $493
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Clearing House Expense $300
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Engineering Day $107
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-06
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ReturnHeader/Filer/EIN0043163145
ReturnHeader/Filer/PhoneNum06179703331
ReturnHeader/Filer/USAddress/AddressLine1Txt0250 Boston Rd
ReturnHeader/Filer/USAddress/CityNm0Chelmsford
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Brian J Stafford CPA MST
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-02-06T11:30:44-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Courtney
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ReturnHeader/TaxPeriodBeginDt02022-09-01
ReturnHeader/TaxPeriodEndDt02023-08-31
ReturnHeader/TaxYr02022

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