Civic Intelligence

Reilly School Community PTO

990EZ • Fiscal year 2014 • EIN 04-3267038

Sep 01, 2013 to Aug 31, 2014 • Filed on Sep 30, 2014

115 Douglas RoadLowell, MA 01852

(978) 937-7652

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.

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

Liabilities / Revenue

55th percentile

0.00x

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

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

Net Margin

87th percentile

35%

Higher net margin than 87% of similar nonprofits.

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

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% 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

88th percentile

69%

Faster asset growth than 88% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

53rd percentile

3.5%

Faster revenue growth than 53% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$16,891

Up $6,870 (+69%) from 2013

Net Assets

$16,891

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue

Up

$19,760

Up $670 (+3.5%) from 2013

Expenses

Up

$12,890

Up $1,357 (+12%) from 2013

Net Income

Down

$6,870

Down $687 (-9.1%) from 2013

Historical Trend

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2009: $12,811Liabilities 2009: $02009Assets 2010: $8,171Liabilities 2010: $02010Assets 2011: $9,859Liabilities 2011: $02011Assets 2012: $2,464Liabilities 2012: $02012Assets 2013: $10,021Liabilities 2013: $02013Assets 2014: $16,891Liabilities 2014: $0Net Assets 2014: $16,8912014Assets 2015: $14,176Liabilities 2015: $0Net Assets 2015: $14,1762015Assets 2016: $15,592Liabilities 2016: $0Net Assets 2016: $15,5922016Assets 2017: $3,099Liabilities 2017: $0Net Assets 2017: $3,0992017Assets 2018: $6,461Liabilities 2018: $0Net Assets 2018: $6,4612018Assets 2019: $5,208Liabilities 2019: $0Net Assets 2019: $5,2082019Assets 2020: $7,510Liabilities 2020: $0Net Assets 2020: $7,5102020Assets 2021: $5,854Liabilities 2021: $0Net Assets 2021: $5,8542021Assets 2022: $14,862Liabilities 2022: $0Net Assets 2022: $14,8622022Assets 2023: $20,772Liabilities 2023: $0Net Assets 2023: $20,7722023Assets 2024: $26,406Net Assets 2024: $26,4062024Assets 2025: $16,443Net Assets 2025: $16,4432025

Highlighted filing

2014

Assets$16,891
Liabilities$0
Net Assets$16,891

Operations Trend

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

$40K$20K$0-$20KRevenue 2009: $19,915Expenses 2009: $16,292Net Income 2009: $3,6232009Revenue 2010: $17,886Expenses 2010: $22,526Net Income 2010: -$4,6402010Revenue 2011: $19,036Expenses 2011: $17,348Net Income 2011: $1,6882011Revenue 2012: $10,013Expenses 2012: $17,408Net Income 2012: -$7,3952012Revenue 2013: $19,090Expenses 2013: $11,533Net Income 2013: $7,5572013Revenue 2014: $19,760Expenses 2014: $12,890Net Income 2014: $6,8702014Revenue 2015: $18,346Expenses 2015: $21,061Net Income 2015: -$2,7152015Revenue 2016: $12,157Expenses 2016: $10,741Net Income 2016: $1,4162016Revenue 2017: $16,014Expenses 2017: $28,507Net Income 2017: -$12,4932017Revenue 2018: $16,751Expenses 2018: $13,389Net Income 2018: $3,3622018Revenue 2019: $19,991Expenses 2019: $21,244Net Income 2019: -$1,2532019Revenue 2020: $11,281Expenses 2020: $8,979Net Income 2020: $2,3022020Revenue 2021: $8,023Expenses 2021: $9,679Net Income 2021: -$1,6562021Revenue 2022: $18,928Expenses 2022: $9,920Net Income 2022: $9,0082022Revenue 2023: $28,497Expenses 2023: $22,587Net Income 2023: $5,9102023Revenue 2024: $34,456Expenses 2024: $28,822Net Income 2024: $5,6342024Revenue 2025: $18,210Expenses 2025: $28,173Net Income 2025: -$9,9632025

Highlighted filing

2014

Revenue$19,760
Expenses$12,890
Net Income$6,870
Jump To
Filing Snapshot
Filing Period
Sep 1, 2013 to Aug 31, 2014
Signed
Sep 30, 2014
Return Version
2013v3.1
Gross Receipts
$33,812
Mission and Program Overview

Mission

Provide support and funding for school and student enrichment.

Program Services

DescriptionGrantsExpenses
PTO SPONSORED EVENTS THAT PROVIDE ADDITIONAL SUPPORT TO VARIOUS DEPARTMENTS AND FURTHER ENHANCE THE QUALITY OF SERVICES AT THE SCHOOL$6,676-
SCHOOL SUPPLIES, BOOKS ETC.$4,955-
TEACHER APPRECIATION$589-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMY ERICKSONPresident-$0--
DANIELLE SOTIRAKOSVice President-$0--
CATHERINE CARGILLSecretary-$0--
AMY DOIRONTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$16,590$16,590$5,646$10,944
Event 2$10,880$10,880$5,274$5,606
Total Events$33,808$33,808$14,052$19,756
Filing and Contact Details

Filer

EIN
04-3267038
Phone
9789377652

Signing Officer

Name
Amy Erickson
Title
President
Signed
2014-09-30
Discuss with paid preparer
Yes

Preparer

Preparer
Charles V Sullivan Cpapfs Cfp
Phone
9784548809
Supplemental Narrative

Additional Explanations

Other Expenses.1002

Office Expenses $65

Other Expenses.1

Class activities & field trip $6676

Other Expenses.2

School supplies & books $4955

Other Expenses.3

Teacher appreciation expense $589

Other Expenses.4

Pto meeting & misc supplies $317

Other Expenses.5

DONATIONS $200

Other Expenses.6

BANK FEES $53

Other Expenses.7

MASS FILING FEE $35

Raw XML Appendix190 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/PhoneNum09789377652
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IRS990EZ/BooksInCareOfDetail/USAddress/City0LOWELL
IRS990EZ/BooksInCareOfDetail/USAddress/State0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode001852
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IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0AMY ERICKSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DANIELLE SOTIRAKOS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3AMY DOIRON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt012890
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE SUPPORT AND FUNDING FOR SCHOOL AND STUDENT ENRICHMENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TEACHER APPRECIATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SCHOOL SUPPLIES, BOOKS ETC.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PTO SPONSORED EVENTS THAT PROVIDE ADDITIONAL SUPPORT TO VARIOUS DEPARTMENTS AND FURTHER ENHANCE THE QUALITY OF SERVICES AT THE SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0589
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt14955
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt26676
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt014052
IRS990EZ/SpecialEventsNetIncomeLossAmt019756
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt012890
IRS990EZ/TotalProgramServiceExpensesAmt012220
IRS990EZ/TotalRevenueAmt019760
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02700
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02700
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt08
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt010
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt027
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt033808
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt032131
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt028432
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt033847
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt036756
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0164974
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt08
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt010
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt027
IRS990ScheduleA/InvestmentIncomeCYPct00.00020
IRS990ScheduleA/InvestmentIncomePYPct00.00300
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99980
IRS990ScheduleA/PublicSupportPY509Pct00.99700
IRS990ScheduleA/PublicSupportTotal509Amt0167674
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt033808
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt036547
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt036756
IRS990ScheduleA/Total509Grp/TotalAmt0167674
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt033812
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt032133
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt028435
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt036555
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt036766
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0167701
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt014052
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt016590
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt010880
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt06338
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt033808
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt016590
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt010880
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt06338
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt033808
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0FALL FUNDRAISING
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0OTHER EVENTS
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt019756
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt03132
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt014052
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05646
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt05274
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $65
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CLASS ACTIVITIES & FIELD TRIP $6676
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SCHOOL SUPPLIES & BOOKS $4955
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TEACHER APPRECIATION EXPENSE $589
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PTO MEETING & MISC SUPPLIES $317
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DONATIONS $200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BANK FEES $53
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MASS FILING FEE $35
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AMY ERICKSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-09-30
ReturnHeader/Filer/BusinessName/BusinessNameLine10REILLY SCHOOL COMMUNITY PTO
ReturnHeader/Filer/BusinessNameControlTxt0REIL
ReturnHeader/Filer/EIN0043267038
ReturnHeader/Filer/PhoneNum09789377652
ReturnHeader/Filer/USAddress/AddressLine10115 DOUGLAS ROAD
ReturnHeader/Filer/USAddress/City0LOWELL
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode001852
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10SULLIVAN DIXON & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1059 LOWES WAY STE 402
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0LOWELL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode001851
ReturnHeader/PreparerPersonGrp/PhoneNum09784548809
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHARLES V SULLIVAN CPAPFS CFP
ReturnHeader/ReturnTs02014-09-30T09:01:58-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-09-01
ReturnHeader/TaxPeriodEndDt02014-08-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$16.4$16.4$18.2$28.2$9.96
2024Detailed filing. Detailed filing data is available for this year.$26.4$26.4$34.5$28.8$5.63
2023Detailed filing. Detailed filing data is available for this year.$20.8$0.00$20.8$28.5$22.6$5.91
2022Detailed filing. Detailed filing data is available for this year.$14.9$0.00$14.9$18.9$9.92$9.01
2021Detailed filing. Detailed filing data is available for this year.$5.85$0.00$5.85$8.02$9.68$1.66
2020Detailed filing. Detailed filing data is available for this year.$7.51$0.00$7.51$11.3$8.98$2.30
2019Detailed filing. Detailed filing data is available for this year.$5.21$0.00$5.21$20.0$21.2$1.25
2018Detailed filing. Detailed filing data is available for this year.$6.46$0.00$6.46$16.8$13.4$3.36
2017Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$16.0$28.5$12.5
2016Detailed filing. Detailed filing data is available for this year.$15.6$0.00$15.6$12.2$10.7$1.42
2015Detailed filing. Detailed filing data is available for this year.$14.2$0.00$14.2$18.3$21.1$2.72
2014Detailed filing. Detailed filing data is available for this year.$16.9$0.00$16.9$19.8$12.9$6.87
2013Summary only. Only limited summary data is available for this year.$10.0$0.00$19.1$11.5$7.56
2012Summary only. Only limited summary data is available for this year.$2.46$0.00$10.0$17.4$7.40
2011Summary only. Only limited summary data is available for this year.$9.86$0.00$19.0$17.3$1.69
2010Summary only. Only limited summary data is available for this year.$8.17$0.00$17.9$22.5$4.64
2009Summary only. Only limited summary data is available for this year.$12.8$0.00$19.9$16.3$3.62