Civic Intelligence

Reilly School Community PTO

990EZ • Fiscal year 2019 • EIN 04-3267038

Sep 01, 2018 to Aug 31, 2019 • Filed on Nov 18, 2019

115 Douglas RdLowell, MA 01852

(978) 937-7652

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

28th percentile

-6.3%

Higher net margin than 28% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

21st percentile

-19%

Faster asset growth than 21% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

72nd percentile

19%

Faster revenue growth than 72% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$5,208

Down $1,253 (-19%) from 2018

Net Assets

Down

$5,208

Down $1,253 (-19%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$19,991

Up $3,240 (+19%) from 2018

Expenses

Up

$21,244

Up $7,855 (+59%) from 2018

Net Income

Down

-$1,253

Down $4,615 (-137%) from 2018

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

2019

Assets$5,208
Liabilities$0
Net Assets$5,208

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

2019

Revenue$19,991
Expenses$21,244
Net Income-$1,253
Jump To
Filing Snapshot
Filing Period
Sep 1, 2018 to Aug 31, 2019
Signed
Nov 18, 2019
Return Version
2018v3.1
Gross Receipts
$29,931
Mission and Program Overview

Mission

Provide support and funding for school and student enrichment.

Program Services

DescriptionGrantsExpenses
SCHOOL SUPPLIES, BOOKS, EQUIPMENT ETC.$13,268-
PTO SPONSORED EVENTS THAT PROVIDE ADDITIONAL SUPPORT TO VARIOUS DEPARTMENTS AND FURTHER ENHANCE THE QUALITY OF SERVICES AT THE SCHOOL$6,922-
TEACHER APPRECIATION / MISCELLANEOUS DONATIONS$481-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SONIA SANTOSSecretary-$0--
DANIELLE SOTIRAKOSPresident-$0--
MARIE SULLIVANPresident-$0--
BARBARA BROWNVice President-$0--
LAURA CHACETreasurer-$0--
NOELLE CREEGANSecretary-$0--
BETHANY PETERSVice President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Scholastic Books$7,124$4,016$4,016$0
Other Events$14,069$2,309$2,309$0
Total Events$26,405$9,139$9,139-
Filing and Contact Details

Filer

Filer Name
Reilly School Community Pto
EIN
04-3267038
Phone
9789377652
Address
115 DOUGLAS RD, LOWELL, MA 01852

Signing Officer

Name
Tricia Lane
Title
President
Signed
2019-11-18
Discuss with paid preparer
Yes

Preparer

Firm
Sullivan Dixon & Co Pc
Address
59 LOWES WAY STE 402, LOWELL, MA 01851
Preparer
Charles V Sullivan Cpapfs Cfp
Phone
9784548809
Supplemental Narrative

Additional Explanations

Other Expenses.1002

Office Expenses $8

Other Expenses.1

School supplies & books $10189

Other Expenses.2

Class activities & field trip $6922

Other Expenses.3

School supplies - scholastic $3079

Other Expenses.4

Teacher appreciation expense $481

Other Expenses.5

MISCELLANEOUS $35

Raw XML Appendix205 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/CityNm0LOWELL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
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IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt06461
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SONIA SANTOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DANIELLE SOTIRAKOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARIE SULLIVAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BARBARA BROWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LAURA CHACE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt020714
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE SUPPORT AND FUNDING FOR SCHOOL AND STUDENT ENRICHMENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TEACHER APPRECIATION / MISCELLANEOUS DONATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SCHOOL SUPPLIES, BOOKS, EQUIPMENT 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/GrantsAndAllocationsAmt0481
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt113268
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt26922
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt09940
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt021244
IRS990EZ/TotalProgramServiceExpensesAmt020671
IRS990EZ/TotalRevenueAmt019991
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0996
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0835
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01321
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt04423
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt08075
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt014
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt029430
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt022925
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt031281
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt028362
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt031974
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0143972
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt014
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/InvestmentIncomePYPct00.00010
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt0152047
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt029683
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt036397
IRS990ScheduleA/Total509Grp/TotalAmt0152047
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt029931
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt023923
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt029687
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt036401
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0152061
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt017266
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt011760
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt03108
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt02398
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt09139
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0OTHER EVENTS
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SCHOLASTIC BOOKS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt014069
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt07124
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt05212
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt026405
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt02309
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt04016
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt02814
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt09139
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt02814
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt09139
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02309
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt04016
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $8
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SCHOOL SUPPLIES & BOOKS $10189
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CLASS ACTIVITIES & FIELD TRIP $6922
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SCHOOL SUPPLIES - SCHOLASTIC $3079
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TEACHER APPRECIATION EXPENSE $481
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MISCELLANEOUS $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
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TRICIA LANE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0REILLY SCHOOL COMMUNITY PTO
ReturnHeader/Filer/BusinessNameControlTxt0REIL
ReturnHeader/Filer/EIN0043267038
ReturnHeader/Filer/PhoneNum09789377652
ReturnHeader/Filer/USAddress/AddressLine1Txt0115 DOUGLAS RD
ReturnHeader/Filer/USAddress/CityNm0LOWELL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001852
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0262860895
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SULLIVAN DIXON & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt059 LOWES WAY STE 402
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOWELL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001851
ReturnHeader/PreparerPersonGrp/PhoneNum09784548809
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHARLES V SULLIVAN CPAPFS CFP
ReturnHeader/ReturnTs02019-11-18T08:08:32-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-09-01
ReturnHeader/TaxPeriodEndDt02019-08-31
ReturnHeader/TaxYr02018

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