Civic Intelligence

Middle School Parent Teacher Organization

990EZ • Fiscal year 2014 • EIN 04-3329082

Aug 01, 2013 to Jul 31, 2014 • Filed on Jun 03, 2015

30 Sherwood StreetShrewsbury, MA 01545-2742

(508) 841-8670

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

58th percentile

6.9%

Higher net margin than 58% 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

54th percentile

4.0%

Faster asset growth than 54% of similar nonprofits.

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

Revenue Growth

55th percentile

4.9%

Faster revenue growth than 55% of similar nonprofits.

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

Assets

Up

$91,206

Up $3,485 (+4.0%) from 2013

Net Assets

Up

$91,206

Up $3,485 (+4.0%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Up

$50,788

Up $2,391 (+4.9%) from 2013

Expenses

Down

$47,303

Down $22,794 (-33%) from 2013

Net Income

Up

$3,485

Up $25,185 (+116%) from 2013

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $103,623Liabilities 2011: $0Net Assets 2011: $103,6232011Assets 2012: $109,421Liabilities 2012: $0Net Assets 2012: $109,4212012Assets 2013: $87,721Liabilities 2013: $0Net Assets 2013: $87,7212013Assets 2014: $91,206Liabilities 2014: $0Net Assets 2014: $91,2062014Assets 2015: $86,582Liabilities 2015: $5,2342015Assets 2016: $87,019Liabilities 2016: $02016Assets 2017: $85,521Liabilities 2017: $02017Assets 2018: $64,535Liabilities 2018: $02018Assets 2019: $50,013Liabilities 2019: $0Net Assets 2019: $50,0132019Assets 2020: $49,476Liabilities 2020: $0Net Assets 2020: $38,1362020Assets 2021: $82,661Liabilities 2021: $0Net Assets 2021: $82,6082021Assets 2022: $89,931Liabilities 2022: $0Net Assets 2022: $89,9312022Assets 2023: $91,788Liabilities 2023: $0Net Assets 2023: $91,7882023

Highlighted filing

2014

Assets$91,206
Liabilities$0
Net Assets$91,206

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $69,651Expenses 2011: $57,069Net Income 2011: $12,5822011Expenses 2012: $54,0422012Revenue 2013: $48,397Expenses 2013: $70,097Net Income 2013: -$21,7002013Revenue 2014: $50,788Expenses 2014: $47,303Net Income 2014: $3,4852014Revenue 2015: $40,308Expenses 2015: $47,459Net Income 2015: -$7,1512015Revenue 2016: $38,521Expenses 2016: $33,099Net Income 2016: $5,4222016Revenue 2017: $39,275Expenses 2017: $40,773Net Income 2017: -$1,4982017Revenue 2018: $27,176Expenses 2018: $48,162Net Income 2018: -$20,9862018Revenue 2019: $24,563Expenses 2019: $36,037Net Income 2019: -$11,4742019Revenue 2020: $29,468Expenses 2020: $41,345Net Income 2020: -$11,8772020Revenue 2021: $43,208Expenses 2021: $10,076Net Income 2021: $33,1322021Revenue 2022: $51,967Expenses 2022: $44,697Net Income 2022: $7,2702022Revenue 2023: $83,042Expenses 2023: $81,185Net Income 2023: $1,8572023

Highlighted filing

2014

Revenue$50,788
Expenses$47,303
Net Income$3,485
Jump To
Filing Snapshot
Filing Period
Aug 1, 2013 to Jul 31, 2014
Signed
Jun 3, 2015
Return Version
2013v4.0
Gross Receipts
$87,067
Mission and Program Overview

Mission

Tp provide education assistance to shrewsbury middle school

To provide educational assistance to shrewsbury middle school

Program Services

DescriptionGrantsExpenses
MONIES RAISED THROUGH VARIOUS FUNDRAISING ACTIVITIES AND DONATIONS PROVIDE FOR ENRICHMENT AND EDUCATIONAL GROWTH OF THE MIDDLE SCHOOL STUDENTS. THE FUNDS COLLECTED ARE USED FOR FIELD TRIPS, EDUCATIONAL MATERIALS AND SUPPLIES, AND OTHER SCHOOL PROGRAMS THAT ENRICH SCHOOL SPIRIT.$0$82,122
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUE NERKOWSKICo-PresidentPT$0--
LAUREN SCHMAUTZCo-PresidentPT$0--
KELLEY CAREYSecretaryPT$0--
STEVE HARNOISTreasurerPT$0--
MISSY HOLLENBACKCommunications CoordinatorPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$57,231$57,231$30,554$26,677
Event 2$10,065$10,065$2,610$7,455
Total Events$83,059$83,059$36,279$46,780
Filing and Contact Details

Filer

EIN
04-3329082
Phone
5088418670

Signing Officer

Name
Lauren Schmautz
Title
Co-president
Phone
5088418670
Signed
2015-06-03
Discuss with paid preparer
Yes

Preparer

Preparer
Marie M Shepherd CPA
Phone
5087548512
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 43.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: general and administrative. Amount: 213. Description: field trips and activities. Amount: 13,927. Description: supplies and teacher allocation. Amount: 16,214. Description: student enrichment programs and materials. Amount: 15,012. Description: meals and hospitality. Amount: 937. Total to form 990-ez, line 16: 46,303.

Form 990-ez, Part II, Line 24 - Other Assets

Description: pre-paid expenses. Beg. Of year amount: 542. End of year amount: 347.

Raw XML Appendix199 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KELLEY CAREY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3STEVE HARNOIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MISSY HOLLENBACK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4COMMUNICATIONS COORDINATOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0542
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IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt046303
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE EDUCATIONAL ASSISTANCE TO SHREWSBURY MIDDLE SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MONIES RAISED THROUGH VARIOUS FUNDRAISING ACTIVITIES AND DONATIONS PROVIDE FOR ENRICHMENT AND EDUCATIONAL GROWTH OF THE MIDDLE SCHOOL STUDENTS. THE FUNDS COLLECTED ARE USED FOR FIELD TRIPS, EDUCATIONAL MATERIALS AND SUPPLIES, AND OTHER SCHOOL PROGRAMS THAT ENRICH SCHOOL SPIRIT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt082122
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt036279
IRS990EZ/SpecialEventsNetIncomeLossAmt046780
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TanningServicesProvidedInd00
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IRS990EZ/TaxImposedUnderIRC4911Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt047303
IRS990EZ/TotalProgramServiceExpensesAmt082122
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IRS990EZ/TransactionWithControlEntInd00
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03695
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IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0MAGAZINE DRIVE
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0DANCES
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 43.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: GENERAL AND ADMINISTRATIVE. AMOUNT: 213. DESCRIPTION: FIELD TRIPS AND ACTIVITIES. AMOUNT: 13,927. DESCRIPTION: SUPPLIES AND TEACHER ALLOCATION. AMOUNT: 16,214. DESCRIPTION: STUDENT ENRICHMENT PROGRAMS AND MATERIALS. AMOUNT: 15,012. DESCRIPTION: MEALS AND HOSPITALITY. AMOUNT: 937. TOTAL TO FORM 990-EZ, LINE 16: 46,303.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: PRE-PAID EXPENSES. BEG. OF YEAR AMOUNT: 542. END OF YEAR AMOUNT: 347.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LAUREN SCHMAUTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05088418670
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-06-03
ReturnHeader/Filer/BusinessName/BusinessNameLine10SHREWSBURY MIDDLE SCHOOL PARENT TEACHER
ReturnHeader/Filer/BusinessName/BusinessNameLine20ORGANIZATION
ReturnHeader/Filer/BusinessNameControlTxt0MIDD
ReturnHeader/Filer/EIN0043329082
ReturnHeader/Filer/PhoneNum05088418670
ReturnHeader/Filer/USAddress/AddressLine1030 SHERWOOD STREET
ReturnHeader/Filer/USAddress/City0SHREWSBURY
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode0015452742
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464046371
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10CERRONE GRAHAM & SHEPHERD PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10446 MAIN STREET 10TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0WORCESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode001608
ReturnHeader/PreparerPersonGrp/PhoneNum05087548512
ReturnHeader/PreparerPersonGrp/PreparationDt02015-06-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARIE M SHEPHERD CPA
ReturnHeader/ReturnTs02015-06-10T11:45:26-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-08-01
ReturnHeader/TaxPeriodEndDt02014-07-31
ReturnHeader/TaxYr02013

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