Civic Intelligence

PTA Massachusetts Parent-Teacher Association Inc

990EZ • Fiscal year 2014 • EIN 04-3223620

Sep 01, 2013 to Aug 31, 2014 • Filed on Apr 02, 2015

260 Quaker Meeting House Road02537

(508) 833-0111

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2014

Net Margin

10th percentile

-34%

Higher net margin than 10% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

33rd percentile

-6.6%

Faster asset growth than 33% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2014

Revenue Growth

45th percentile

-1.0%

Faster revenue growth than 45% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2014

Assets

Down

$40,033

Down $5,897 (-13%) from 2012

Net Assets

$40,033

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2012

Revenue

Down

$34,842

Down $697 (-2.0%) from 2012

Expenses

Up

$46,707

Up $22,550 (+93%) from 2012

Net Income

Down

-$11,865

Down $23,247 (-204%) from 2012

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2011: $34,548Liabilities 2011: $02011Assets 2012: $45,930Liabilities 2012: $02012Assets 2014: $40,033Liabilities 2014: $0Net Assets 2014: $40,0332014Assets 2015: $1Liabilities 2015: $02015

Highlighted filing

2014

Assets$40,033
Liabilities$0
Net Assets$40,033

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $29,072Expenses 2011: $28,735Net Income 2011: $3372011Revenue 2012: $35,539Expenses 2012: $24,157Net Income 2012: $11,3822012Revenue 2014: $34,842Expenses 2014: $46,707Net Income 2014: -$11,8652014Revenue 2015: $21,640Expenses 2015: $61,673Net Income 2015: -$40,0332015

Highlighted filing

2014

Revenue$34,842
Expenses$46,707
Net Income-$11,865
Jump To
Filing Snapshot
Filing Period
Sep 1, 2013 to Aug 31, 2014
Signed
Apr 2, 2015
Return Version
2013v4.0
Gross Receipts
$58,593
Mission and Program Overview

Mission

Non Profit Parent Teacher Association

Program Services

DescriptionGrantsExpenses
Student support and educational enrichment of students from kindergarten through grade 8-$27,392
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Linda FriedenbergPresidentPT$0--
Becky MilburnVice PresidentPT$0--
Kerri AmesTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$14,907$14,907$5,901$9,006
Event 2$10,688$10,688$4,795$5,893
Total Events$39,438$39,438$12,602$26,836
Filing and Contact Details

Filer

EIN
04-3223620
In Care Of
% President
Phone
5088330111

Signing Officer

Name
Holly Egan
Title
Treasurer
Phone
5088330111
Signed
2015-04-02
Supplemental Narrative

Additional Explanations

Part I, line 10

| Activity:, Grantee Name:, Grantee Address:, Amount:, Relationship:| Grant to Sandy Hook PTA, Sandy Hook PTA, "375 Fan Hill Road Monroe, CT 06468", $500.00, None| Grant to STEM Academy, STEM Academy, "365 Quaker Meetinghouse Road E. Sandwich, MA 02537", $1927.00, None| Grant to keep library open on Sundays., Sandwich Public Library, "142 Main Street Sandwich, MA 02563", $500.00, None| Principal Account, Oak Ridge Principal, "260 Quaker Meetinghouse Rd E. Sandwich MA 02537", $4187.00, None|

Part I, line 16

| Other Expenses:, Amount:| General Administration, $823.00| Dues to State PTA, $1250.00| Nurse Emergency Fund, $335.00| Respect for Human Differences, $51.00| Project snowflake, $83.00| Gratitude Week, $36.00| PTA School GIfts (Auditorium Curtains), $6112.00| Welcome Back Night, $134.00| School Library, $601.00| Art Supplies for Art Room, $301.00| Music Enrichment and Supplies, $4198.00| Teacher Supplies, $10.00| Art History, $721.00| Cultural Arts and events, $9944.00| Field Day, $335.00| Field Trips, $5890.00| 7th and 8th grade year end events, $5076.00| School Spirit, $87.00| Academic Enrichment, $97.00| Insurance, $281.00|

Raw XML Appendix161 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Holly Egan
IRS990EZ/BooksInCareOfDetail/PhoneNum05088330111
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10260 Quaker Meeting House Road
IRS990EZ/BooksInCareOfDetail/USAddress/City0E Sandwich
IRS990EZ/BooksInCareOfDetail/USAddress/State0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode002537
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt051898
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt040033
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt06367
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-11865
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02928
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt051898
IRS990EZ/Form990TotalAssetsGrp/EOYAmt040033
IRS990EZ/FundraisingGrossIncomeAmt052210
IRS990EZ/GrantsAndSimilarAmountsPaidAmt07114
IRS990EZ/GrossReceiptsAmt058593
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt016
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt051898
IRS990EZ/NetAssetsOrFundBalancesEOYAmt040033
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt051898
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt040033
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Linda Friedenberg
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Becky Milburn
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Kerri Ames
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt036365
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Non Profit Parent Teacher Association
IRS990EZ/PrintingPublicationsPostageAmt0300
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Student support and educational enrichment of students from kindergarten through grade 8
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt027392
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0true
IRS990EZ/SpecialEventsDirectExpensesAmt023751
IRS990EZ/SpecialEventsNetIncomeLossAmt028459
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt046707
IRS990EZ/TotalProgramServiceExpensesAmt027392
IRS990EZ/TotalRevenueAmt034842
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0false
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0not certain
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Part 1, line 3
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt012602
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt014907
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt010688
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt013843
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt039438
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt014907
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt010688
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt013843
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt039438
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0Book Fair
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0Mixed Bags
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt026836
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt01906
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt012602
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05901
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt04795
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Activity:, Grantee Name:, Grantee Address:, Amount:, Relationship:| Grant to Sandy Hook PTA, Sandy Hook PTA, "375 Fan Hill Road Monroe, CT 06468", $500.00, None| Grant to STEM Academy, STEM Academy, "365 Quaker Meetinghouse Road E. Sandwich, MA 02537", $1927.00, None| Grant to keep library open on Sundays., Sandwich Public Library, "142 Main Street Sandwich, MA 02563", $500.00, None| Principal Account, Oak Ridge Principal, "260 Quaker Meetinghouse Rd E. Sandwich MA 02537", $4187.00, None|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Other Expenses:, Amount:| General Administration, $823.00| Dues to State PTA, $1250.00| Nurse Emergency Fund, $335.00| Respect for Human Differences, $51.00| Project snowflake, $83.00| Gratitude Week, $36.00| PTA School GIfts (Auditorium Curtains), $6112.00| Welcome Back Night, $134.00| School Library, $601.00| Art Supplies for Art Room, $301.00| Music Enrichment and Supplies, $4198.00| Teacher Supplies, $10.00| Art History, $721.00| Cultural Arts and events, $9944.00| Field Day, $335.00| Field Trips, $5890.00| 7th and 8th grade year end events, $5076.00| School Spirit, $87.00| Academic Enrichment, $97.00| Insurance, $281.00|
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, line 16
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Holly Egan
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05088330111
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-02
ReturnHeader/Filer/BusinessName/BusinessNameLine10Oak Ridge PTA
ReturnHeader/Filer/BusinessNameControlTxt0OAKR
ReturnHeader/Filer/EIN0043223620
ReturnHeader/Filer/InCareOfNm0% President
ReturnHeader/Filer/PhoneNum05088330111
ReturnHeader/Filer/USAddress/AddressLine10260 Quaker Meeting House Road
ReturnHeader/Filer/USAddress/City0E Sandwich
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode002537
ReturnHeader/ReturnTs02015-04-02T00:40:39-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-09-01
ReturnHeader/TaxPeriodEndDt02014-08-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings