Civic Intelligence

Charlton Parent Teacher Organization

EIN 04-3199952 • 501(c)3 • Charlton, MA

Profile

Raise funds to benefit Charlton Public Schools.

2 Oxford RoadCharlton, MA 01507

www.dcrsd.org/PARENTS.CFM

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

72nd percentile

17%

Higher net margin than 72% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

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 2025

Asset Growth

54th percentile

0.1%

Faster asset growth than 54% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

93rd percentile

121%

Faster revenue growth than 93% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$49,986

Up $32 (+0.1%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$49,986

Up $32 (+0.1%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin72nd percentile

Revenue

Up

$42,031

Up $22,998 (+121%) from 2024

Expenses

Up

$34,894

Up $10,610 (+44%) from 2024

Net Income

Up

$7,137

Up $12,388 (+236%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth54th percentile

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

$80K$60K$40K$20K$0Assets 2011: $39,265Net Assets 2011: $39,2652011Assets 2012: $27,537Liabilities 2012: $02012Assets 2013: $40,104Liabilities 2013: $02013Assets 2014: $38,848Liabilities 2014: $0Net Assets 2014: $38,8482014Assets 2015: $37,450Liabilities 2015: $0Net Assets 2015: $37,4502015Assets 2016: $42,514Liabilities 2016: $02016Assets 2017: $37,124Liabilities 2017: $02017Assets 2018: $46,521Liabilities 2018: $0Net Assets 2018: $46,5212018Assets 2019: $53,929Liabilities 2019: $0Net Assets 2019: $53,9292019Assets 2020: $62,243Liabilities 2020: $0Net Assets 2020: $62,2432020Assets 2021: $58,139Liabilities 2021: $0Net Assets 2021: $58,1392021Assets 2022: $59,596Liabilities 2022: $0Net Assets 2022: $59,5962022Assets 2023: $56,033Liabilities 2023: $0Net Assets 2023: $56,0332023Assets 2024: $49,954Liabilities 2024: $0Net Assets 2024: $49,9542024Assets 2025: $49,986Net Assets 2025: $49,9862025

Highlighted filing

2025

Assets$49,986
Liabilities-
Net Assets$49,986
Open 2025 Filing

Operations Trend

Revenue Growth93rd percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $114,582Expenses 2011: $103,776Net Income 2011: $10,8062011Revenue 2012: $107,093Expenses 2012: $118,821Net Income 2012: -$11,7282012Revenue 2013: $96,648Expenses 2013: $84,081Net Income 2013: $12,5672013Revenue 2014: $54,421Expenses 2014: $55,677Net Income 2014: -$1,2562014Revenue 2015: $49,566Expenses 2015: $50,964Net Income 2015: -$1,3982015Revenue 2016: $53,486Expenses 2016: $48,422Net Income 2016: $5,0642016Revenue 2017: $40,597Expenses 2017: $45,987Net Income 2017: -$5,3902017Revenue 2018: $41,334Expenses 2018: $47,613Net Income 2018: -$6,2792018Revenue 2019: $49,031Expenses 2019: $43,677Net Income 2019: $5,3542019Revenue 2020: $34,037Expenses 2020: $20,114Net Income 2020: $13,9232020Revenue 2021: $5,306Expenses 2021: $10,467Net Income 2021: -$5,1612021Revenue 2022: $30,261Expenses 2022: $24,578Net Income 2022: $5,6832022Revenue 2023: $26,875Expenses 2023: $29,324Net Income 2023: -$2,4492023Revenue 2024: $19,033Expenses 2024: $24,284Net Income 2024: -$5,2512024Revenue 2025: $42,031Expenses 2025: $34,894Net Income 2025: $7,1372025

Highlighted filing

2025

Revenue$42,031
Expenses$34,894
Net Income$7,137
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$49,986
Liabilities
-
Net assets
$49,986
Revenue
$42,031
Expenses
$34,894
Net income
$7,137
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.50$0.50$0.42$0.35$0.07
2024Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.19$0.24$0.05
2023Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.27$0.29$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.30$0.25$0.06
2021Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.05$0.10$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.34$0.20$0.14
2019Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.49$0.44$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$0.41$0.48$0.06
2017Summary only. Only limited summary data is available for this year.$0.37$0.00$0.41$0.46$0.05
2016Summary only. Only limited summary data is available for this year.$0.43$0.00$0.53$0.48$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.50$0.51$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$0.54$0.56$0.01
2013Summary only. Only limited summary data is available for this year.$0.40$0.00$0.97$0.84$0.13
2012Summary only. Only limited summary data is available for this year.$0.28$0.00$1.07$1.19$0.12
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.39$0.39$1.15$1.04$0.11
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2024 to Jul 31, 2025
Signed
Dec 4, 2025
Return Version
2024v5.0
Gross Receipts
$58,635
Mission and Program Overview

Mission

Raise funds to benefit charlton public schools.

Raise funds to benefit the Chartlon Public Schools

Program Services

DescriptionGrantsExpenses
Elementary school services - including art supplies, technology supplies, student activity funds, library books, field trip funding$0$29,832
Teacher/staff appreciation and student year end activities-$4,287
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Chelsea KosmaVice President-$0--
Kristen LemirePresident-$0--
Jessica FalconeTreasurer-$0--
Alycia DzikSecretary-$0--
Diana ManciniChair Of Events-$0--
Meghan TelemaqueChair Of Fundraising-$0--
Jody ReisChair Of Membership-$0--
Allison WilsonMember At Large-$0--
Kristin DeanMember At Large-$0--
Christina SpencerMember At Large-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Catalog Fundraiser$10,885$10,885-$10,885
CMS Book Fair$9,056$9,056$4,514$4,542
Total Events$19,941$19,941$4,514$15,427
Filing and Contact Details

Filer

Filer Name
Charlton Parent Teacher Organizatio N
EIN
04-3199952
Phone
7742890456
Address
2 OXFORD ROAD, CHARLTON, MA 01507

Signing Officer

Name
Jessica Falcone
Title
Treasurer
Phone
7742890456
Signed
2025-12-04
Supplemental Narrative

Additional Explanations

Part I, Line 16

“Insurance - $380 Other - $396 Teacher Appreciation - $4,287 Field Trips - $25,559 Classroom Grants - $4,272 Total - $34,894”

Part I, Line 20

“Net change in beneficial interest - $7,105”

Raw XML Appendix196 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/CityNm0Charlton
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
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IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt042487
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Christina Spencer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Chair of Events
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Chair of Fundraising
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Chair of Membership
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Member at Large
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Member at Large
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Member at Large
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt07467
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0362
IRS990EZ/OtherChangesInNetAssetsAmt0-7105
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt034894
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Raise funds to benefit the Chartlon Public Schools
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Elementary school services - including art supplies, technology supplies, student activity funds, library books, field trip funding
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Teacher/staff appreciation and student year end activities
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt029832
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14287
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt016604
IRS990EZ/SpecialEventsNetIncomeLossAmt039867
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt034894
IRS990EZ/TotalProgramServiceExpensesAmt034119
IRS990EZ/TotalRevenueAmt042031
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01285
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0443
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt056409
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IRS990ScheduleA/InvestmentIncomeCYPct00.00530
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IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance - $380 Other - $396 Teacher Appreciation - $4,287 Field Trips - $25,559 Classroom Grants - $4,272 Total - $34,894
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Net change in beneficial interest - $7,105
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, Line 20
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Jessica Falcone
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07742890456
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARLTON PARENT TEACHER ORGANIZATIO N
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0043199952
ReturnHeader/Filer/PhoneNum07742890456
ReturnHeader/Filer/USAddress/AddressLine1Txt02 OXFORD ROAD
ReturnHeader/Filer/USAddress/CityNm0CHARLTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001507
ReturnHeader/ReturnTs02025-12-05T11:56:42Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-08-01
ReturnHeader/TaxPeriodEndDt02025-07-31
ReturnHeader/TaxYr02024

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