Civic Intelligence

Middle School Parent Teacher Organization

990EZ • Fiscal year 2019 • EIN 04-3329082

Aug 01, 2018 to Jul 31, 2019 • Filed on Aug 23, 2019

30 Sherwood AveShrewsbury, MA 01545

(508) 841-8670

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

9th percentile

-47%

Higher net margin than 9% 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

19th percentile

-23%

Faster asset growth than 19% of similar nonprofits.

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

Revenue Growth

34th percentile

-9.6%

Faster revenue growth than 34% of similar nonprofits.

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

Assets

Down

$50,013

Down $14,522 (-23%) from 2018

Net Assets

$50,013

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$24,563

Down $2,613 (-9.6%) from 2018

Expenses

Down

$36,037

Down $12,125 (-25%) from 2018

Net Income

Up

-$11,474

Up $9,512 (+45%) from 2018

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

2019

Assets$50,013
Liabilities$0
Net Assets$50,013

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

2019

Revenue$24,563
Expenses$36,037
Net Income-$11,474
Jump To
Filing Snapshot
Filing Period
Aug 1, 2018 to Jul 31, 2019
Signed
Aug 23, 2019
Return Version
2018v3.1
Gross Receipts
$24,563
Mission and Program Overview

Mission

Tp provide education assistance to shrewsbury middle school

Program Services

DescriptionGrantsExpenses
TP PROVIDE EDUCATION ASSISTANCE TO SHREWSBURY MIDDLE SCHOOL--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER LUKEPresident-$0--
KIM OLSONCo President-$0--
NICOLE FINLAYSONTreasurer-$0--
DANIEL WOLFUSCo Secretary-$0--
ERIN CORBETTCo Secretary-$0--
ERIN RYANMember At Large-$0--
MARTHA PIERSONMember At Large-$0--
Filing and Contact Details

Filer

Filer Name
Shrewsbury Middle School Pto
EIN
04-3329082
Phone
5088418670
Address
30 SHERWOOD AVE, SHREWSBURY, MA 01545

Signing Officer

Name
Nicole Finlayson
Title
Treasurer
Phone
5088418670
Signed
2019-08-23
Discuss with paid preparer
Yes

Preparer

Firm
Hrb Tax Group Inc
Address
196 BOSTON TPKE, SHREWSBURY, MA 01545
Preparer
Margaret Ludy
Phone
5087566869
Supplemental Narrative

Additional Explanations

Form 990 EZ Part 1

EXPENSES

Media Center Resources 10,556

EXPENSE

Field Trips 19,730

EXPENSE

Enrichment Programs 3,962

EXPENSE

Hospitality 588

EXPENSE

Special Programs 625

EXPENSE

Fees 49

EXPENSE

Tax 102

EXPENSE

Insurance 425

EXPENSE

Raw XML Appendix177 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/PersonNm0NICOLE FINLAYSON
IRS990EZ/BooksInCareOfDetail/PhoneNum05088418670
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt030 SHERWOOD AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Shrewsbury
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001545
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt064535
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt050013
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01515
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-11474
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt064535
IRS990EZ/Form990TotalAssetsGrp/EOYAmt050013
IRS990EZ/FundraisingGrossIncomeAmt023038
IRS990EZ/GrossReceiptsAmt024563
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt010
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt061487
IRS990EZ/NetAssetsOrFundBalancesEOYAmt050013
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt061487
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt050013
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JENNIFER LUKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KIM OLSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2NICOLE FINLAYSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DANIEL WOLFUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ERIN CORBETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ERIN RYAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MARTHA PIERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CO SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CO SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5MEMBER AT LARGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6MEMBER AT LARGE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt036037
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TP PROVIDE EDUCATION ASSISTANCE TO SHREWSBURY MIDDLE SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TP PROVIDE EDUCATION ASSISTANCE TO SHREWSBURY MIDDLE SCHOOL
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt023038
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt03048
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt036037
IRS990EZ/TotalRevenueAmt024563
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01515
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02337
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03865
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03377
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03969
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt015063
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt010
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt016
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt017
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt017
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt017
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt077
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt024563
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt048904
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt059906
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt061263
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt060687
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0255323
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt010
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt016
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt017
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt017
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt017
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt077
IRS990ScheduleA/InvestmentIncomeCYPct00.00030
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99970
IRS990ScheduleA/PublicSupportTotal509Amt0270386
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt026078
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt051241
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt063771
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt064640
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt064656
IRS990ScheduleA/Total509Grp/TotalAmt0270386
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt026088
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt051257
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt063788
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt064657
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt064673
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0270463
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EXPENSE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4EXPENSE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5EXPENSE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6EXPENSE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7EXPENSE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8EXPENSE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 EZ PART 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1MEDIA CENTER RESOURCES 10,556
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FIELD TRIPS 19,730
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3ENRICHMENT PROGRAMS 3,962
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4HOSPITALITY 588
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5SPECIAL PROGRAMS 625
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FEES 49
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7TAX 102
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8INSURANCE 425
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NICOLE FINLAYSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05088418670
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHREWSBURY MIDDLE SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0MIDD
ReturnHeader/Filer/EIN0043329082
ReturnHeader/Filer/PhoneNum05088418670
ReturnHeader/Filer/USAddress/AddressLine1Txt030 SHERWOOD AVE
ReturnHeader/Filer/USAddress/CityNm0SHREWSBURY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001545
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ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId004264020192420612629
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-08-30
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.30.65.134
ReturnHeader/FilingSecurityInformation/IPDt02019-09-03
ReturnHeader/FilingSecurityInformation/IPTm019:15:07
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431871840
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HRB TAX GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0196 BOSTON TPKE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SHREWSBURY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001545
ReturnHeader/PreparerPersonGrp/PhoneNum05087566869
ReturnHeader/PreparerPersonGrp/PreparationDt02019-09-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Margaret Ludy
ReturnHeader/ReturnTs02019-09-04T00:09:12Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-08-01
ReturnHeader/TaxPeriodEndDt02019-07-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)3 • <$500k nonprofits