Civic Intelligence

Pierce Middle School PTO

EIN 04-3327724 • 501(c)3 • Milton, MA

Profile

support Pierce Middle School MiltonMA

451 Central AveMilton, MA 02186

www.miltonps.org

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 2025

Liabilities / Revenue

61st percentile

0.00x

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

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

Net Margin

44th percentile

-0.4%

Higher net margin than 44% 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

49th percentile

-2.3%

Faster asset growth than 49% of similar nonprofits.

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

Revenue Growth

71st percentile

18%

Faster revenue growth than 71% of similar nonprofits.

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

Assets

Down

$28,492

Down $681 (-2.3%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$28,492

Down $681 (-2.3%) from 2024

Revenue

Up

$188,019

Up $28,791 (+18%) from 2024

Expenses

Up

$188,700

Up $25,887 (+16%) from 2024

Net Income

Up

-$681

Up $2,904 (+81%) from 2024

Trend Graphs

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2009: $16,233Liabilities 2009: $02009Assets 2010: $16,903Liabilities 2010: $02010Assets 2011: $18,703Liabilities 2011: $02011Assets 2012: $17,904Liabilities 2012: $02012Assets 2013: $33,687Liabilities 2013: $02013Assets 2014: $52,798Liabilities 2014: $612014Assets 2015: $49,589Liabilities 2015: $1342015Assets 2016: $52,232Liabilities 2016: $2052016Assets 2017: $54,233Liabilities 2017: $1892017Assets 2018: $34,122Liabilities 2018: $2302018Assets 2019: $28,807Liabilities 2019: $3012019Assets 2020: $26,669Liabilities 2020: $3012020Assets 2021: $20,246Liabilities 2021: $301Net Assets 2021: $19,9452021Assets 2022: $42,495Liabilities 2022: $15,874Net Assets 2022: $26,6212022Assets 2023: $32,758Liabilities 2023: $0Net Assets 2023: $32,7582023Assets 2024: $29,173Liabilities 2024: $0Net Assets 2024: $29,1732024Assets 2025: $28,492Liabilities 2025: $0Net Assets 2025: $28,4922025

Highlighted filing

2025

Assets$28,492
Liabilities$0
Net Assets$28,492

Operations Trend

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

$200K$100K$0-$100KRevenue 2009: $107,660Expenses 2009: $113,113Net Income 2009: -$5,4532009Revenue 2010: $56,585Expenses 2010: $55,916Net Income 2010: $6692010Revenue 2011: $83,475Expenses 2011: $81,675Net Income 2011: $1,8002011Revenue 2012: $58,024Expenses 2012: $58,823Net Income 2012: -$7992012Revenue 2013: $85,930Expenses 2013: $70,147Net Income 2013: $15,7832013Revenue 2014: $117,420Expenses 2014: $98,370Net Income 2014: $19,0502014Revenue 2015: $49,883Expenses 2015: $53,165Net Income 2015: -$3,2822015Revenue 2016: $62,751Expenses 2016: $60,179Net Income 2016: $2,5722016Revenue 2017: $77,411Expenses 2017: $75,394Net Income 2017: $2,0172017Revenue 2018: $90,816Expenses 2018: $110,967Net Income 2018: -$20,1512018Revenue 2019: $91,157Expenses 2019: $97,283Net Income 2019: -$6,1262019Revenue 2020: $97,550Expenses 2020: $98,968Net Income 2020: -$1,4182020Revenue 2021: $20,163Expenses 2021: $26,586Net Income 2021: -$6,4232021Revenue 2022: $102,229Expenses 2022: $95,553Net Income 2022: $6,6762022Revenue 2023: $152,265Expenses 2023: $162,002Net Income 2023: -$9,7372023Revenue 2024: $159,228Expenses 2024: $162,813Net Income 2024: -$3,5852024Revenue 2025: $188,019Expenses 2025: $188,700Net Income 2025: -$6812025

Highlighted filing

2025

Revenue$188,019
Expenses$188,700
Net Income-$681

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$1.88$1.89$0.01
2024Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$1.59$1.63$0.04
2023Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$1.52$1.62$0.10
2022Detailed filing. Detailed filing data is available for this year.$0.42$0.16$0.27$1.02$0.96$0.07
2021Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.20$0.27$0.06
2020Summary only. Only limited summary data is available for this year.$0.27$0.00$0.98$0.99$0.01
2019Summary only. Only limited summary data is available for this year.$0.29$0.00$0.91$0.97$0.06
2018Summary only. Only limited summary data is available for this year.$0.34$0.00$0.91$1.11$0.20
2017Summary only. Only limited summary data is available for this year.$0.54$0.00$0.77$0.75$0.02
2016Summary only. Only limited summary data is available for this year.$0.52$0.00$0.63$0.60$0.03
2015Summary only. Only limited summary data is available for this year.$0.50$0.00$0.50$0.53$0.03
2014Summary only. Only limited summary data is available for this year.$0.53$0.00$1.17$0.98$0.19
2013Summary only. Only limited summary data is available for this year.$0.34$0.00$0.86$0.70$0.16
2012Summary only. Only limited summary data is available for this year.$0.18$0.00$0.58$0.59$0.01
2011Summary only. Only limited summary data is available for this year.$0.19$0.00$0.83$0.82$0.02
2010Summary only. Only limited summary data is available for this year.$0.17$0.00$0.57$0.56$0.01
2009Summary only. Only limited summary data is available for this year.$0.16$0.00$1.08$1.13$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Feb 10, 2026
Return Version
2024v5.2
Gross Receipts
$196,228
Mission and Program Overview

Mission

support Pierce Middle School Milton,MA

Program Services

DescriptionGrantsExpenses
Student, teacher and staff appreciation events & activities-$103,826
Parent, student and community cultural & educational activities-$43,090
Supplies & expenses for supporting school and Parent Teacher Organization events-$22,082
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kelley BalestracciCo-President-$0--
Sara Mabel-SkillinCo-Treasurer-$0--
Regina MalleyCo-Treasurer-$0--
Christine MorrowPresident-$0--
Alyssa FitzgeraldSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Hypnotist----
Pitch in----
Filing and Contact Details

Filer

Filer Name
Pierce Middle School PTO
EIN
04-3327724
In Care Of
% Kelley Balestracci
Phone
6176964568
Address
451 Central Ave, Milton, MA 02186

Signing Officer

Name
Kelley Balestracci
Title
Co-President
Phone
6176964568
Signed
2026-02-10
Discuss with paid preparer
Yes

Preparer

Firm
Green Oak Financial Services LLC
Address
20 Marine Road, Milton, MA 02186
Preparer
Catherine a Finn CPA
Phone
6176156486
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

Activity MHS Scholarship for Pierce Alum Grantee various Relationship none Amount 1,000

Description of other expenses Part I line 16

Description AmountDC Trip Expense 8,433Admin Expense & Insurance 1,664Hospitality 4,867Program Service 22,082Great East music 43,090Supplies 815Holiday Photo Sessions 7406 & 7th Grade activities 2,183Teacher appreciation 9,792Student activities 94,034

Other changes in net assets or fund balances Part I line 20

Prior Year Adjustment

Description of other assets Part II line 24

Category Beginning of Year End of YearPrior Yr Adjustment 1,369 4,369

Raw XML Appendix179 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/OfficerDirectorTrusteeEmplGrp/PersonNm0Kelley Balestracci
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Sara Mabel-Skillin
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Alyssa Fitzgerald
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Co-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Co-Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Co-Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01369
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IRS990EZ/OtherExpensesTotalAmt0187700
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0103826
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/TaxPeriodEndDt02025-09-30
ReturnHeader/TaxYr02024

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