Civic Intelligence

Chenery Middle School PTO Inc

990EZ • Fiscal year 2016 • EIN 04-3330954

Sep 01, 2015 to Aug 31, 2016 • Filed on Jan 05, 2017

95 Washington StreetBelmont, MA 02478

(617) 489-2251

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

62nd percentile

8.7%

Higher net margin than 62% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

79th percentile

33%

Faster asset growth than 79% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

68th percentile

14%

Faster revenue growth than 68% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$29,320

Up $7,234 (+33%) from 2015

Net Assets

$29,320

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $95 (-100%) from 2015

Revenue

Up

$82,456

Up $10,145 (+14%) from 2015

Expenses

Up

$75,267

Up $8,311 (+12%) from 2015

Net Income

Up

$7,189

Up $1,834 (+34%) from 2015

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2011: $39,823Liabilities 2011: $02011Assets 2012: $50,653Liabilities 2012: $02012Assets 2013: $15,870Liabilities 2013: $0Net Assets 2013: $15,8702013Assets 2014: $16,636Liabilities 2014: $02014Assets 2015: $22,086Liabilities 2015: $952015Assets 2016: $29,320Liabilities 2016: $0Net Assets 2016: $29,3202016Assets 2017: $31,985Liabilities 2017: $02017Assets 2018: $33,815Liabilities 2018: $0Net Assets 2018: $33,8152018Assets 2019: $35,615Liabilities 2019: $0Net Assets 2019: $35,6152019Assets 2020: $74,179Liabilities 2020: $0Net Assets 2020: $74,1792020Assets 2021: $87,027Liabilities 2021: $0Net Assets 2021: $87,0272021Assets 2022: $98,964Liabilities 2022: $0Net Assets 2022: $98,9642022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2016

Assets$29,320
Liabilities$0
Net Assets$29,320

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $60,324Expenses 2011: $54,756Net Income 2011: $5,5682011Revenue 2012: $93,860Expenses 2012: $83,030Net Income 2012: $10,8302012Revenue 2013: $99,255Expenses 2013: $134,038Net Income 2013: -$34,7832013Revenue 2014: $80,118Expenses 2014: $79,352Net Income 2014: $7662014Revenue 2015: $72,311Expenses 2015: $66,956Net Income 2015: $5,3552015Revenue 2016: $82,456Expenses 2016: $75,267Net Income 2016: $7,1892016Revenue 2017: $111,034Expenses 2017: $108,279Net Income 2017: $2,7552017Revenue 2018: $99,944Expenses 2018: $98,114Net Income 2018: $1,8302018Revenue 2019: $93,731Expenses 2019: $91,931Net Income 2019: $1,8002019Revenue 2020: $83,046Expenses 2020: $44,482Net Income 2020: $38,5642020Revenue 2021: $44,656Expenses 2021: $31,808Net Income 2021: $12,8482021Revenue 2022: $84,833Expenses 2022: $72,896Net Income 2022: $11,9372022Revenue 2023: $88,284Expenses 2023: $116,561Net Income 2023: -$28,2772023

Highlighted filing

2016

Revenue$82,456
Expenses$75,267
Net Income$7,189
Jump To
Filing Snapshot
Filing Period
Sep 1, 2015 to Aug 31, 2016
Signed
Jan 5, 2017
Return Version
2015v3.0
Gross Receipts
$82,456
Mission and Program Overview

Mission

Enrichment of students at the chenery middle school.

Program Services

DescriptionGrantsExpenses
CURRICULUM ENRICHMENT$0$29,012
AFTER SCHOOL CLUBS$0$25,388
MULTICULTURAL AND CLASS EVENTS, CLASS RECEPTION AND LUNCHEON,AND COMMUNITY DONATIONS$0$10,633
CLASS NIGHT$0$7,759
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WENDY CONROYPresident-$0--
JAMIE SHEACo-President-$0--
LYN HAMERSecretary-$0--
ELENA RUGGIEROTreasurer-$0--
SON JOO HWANGAsst. Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Chenery Middle School Pto Inc
EIN
04-3330954
Phone
6174892251
Address
95 WASHINGTON STREET, BELMONT, MA 02478

Signing Officer

Name
Wendy Conroy
Title
President
Phone
6179321949
Signed
2017-01-05
Discuss with paid preparer
Yes

Preparer

Firm
Angela J Musi CPA
Address
16 ESSEX ROAD, BELMONT, MA 02478
Phone
6174843159
Supplemental Narrative

Additional Explanations

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

Description: interest income. Amount: 3.

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

Description: gifts. Amount: 555. Description: insurance. Amount: 370. Description: license. Amount: 50. Description: paypal fee. Amount: 238. Description: supplies. Amount: 563. Total to form 990-ez, line 16: 1,776.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: net change in net assets. Amount: 45.

Raw XML Appendix192 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/PersonNm0ELENA RUGGIERO
IRS990EZ/BooksInCareOfDetail/PhoneNum06179933093
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0141 WASHINGTON STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BELMONT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002478
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt022086
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IRS990EZ/MembershipDuesAmt031923
IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0WENDY CONROY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JAMIE SHEA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LYN HAMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ELENA RUGGIERO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SON JOO HWANG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4ASST. TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt045
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt01776
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0ENRICHMENT OF STUDENTS AT THE CHENERY MIDDLE SCHOOL.
IRS990EZ/ProgramServiceRevenueAmt050140
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CURRICULUM ENRICHMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1AFTER SCHOOL CLUBS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2CLASS NIGHT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3MULTICULTURAL AND CLASS EVENTS, CLASS RECEPTION AND LUNCHEON,AND COMMUNITY DONATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt30
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt029012
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt125388
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt27759
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt310633
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsNetIncomeLossAmt0390
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt075267
IRS990EZ/TotalProgramServiceExpensesAmt072792
IRS990EZ/TotalRevenueAmt082456
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt031923
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt027293
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt021093
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt027433
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt022630
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0130372
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt028
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0133
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0288
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0556
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01008
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt050530
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt050123
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt072389
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt071534
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0315250
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt028
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0133
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0288
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0556
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01008
IRS990ScheduleA/InvestmentIncomeCYPct00.00230
IRS990ScheduleA/InvestmentIncomePYPct00.00300
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99770
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IRS990ScheduleA/PublicSupportTotal509Amt0445622
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt082453
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt093482
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt098967
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt093304
IRS990ScheduleA/Total509Grp/TotalAmt0445622
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt082456
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt077444
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt093615
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt099255
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt093860
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0446630
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 3.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: GIFTS. AMOUNT: 555. DESCRIPTION: INSURANCE. AMOUNT: 370. DESCRIPTION: LICENSE. AMOUNT: 50. DESCRIPTION: PAYPAL FEE. AMOUNT: 238. DESCRIPTION: SUPPLIES. AMOUNT: 563. TOTAL TO FORM 990-EZ, LINE 16: 1,776.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: NET CHANGE IN NET ASSETS. AMOUNT: 45.
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 I, LINE 20 - OTHER CHANGES IN NET 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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WENDY CONROY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06179321949
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHENERY MIDDLE SCHOOL PTO INC
ReturnHeader/Filer/BusinessNameControlTxt0CHEN
ReturnHeader/Filer/EIN0043330954
ReturnHeader/Filer/PhoneNum06174892251
ReturnHeader/Filer/USAddress/AddressLine1Txt095 WASHINGTON STREET
ReturnHeader/Filer/USAddress/CityNm0BELMONT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002478
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043337863
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANGELA J MUSI CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016 ESSEX ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BELMONT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002478
ReturnHeader/PreparerPersonGrp/PhoneNum06174843159
ReturnHeader/PreparerPersonGrp/PreparationDt02017-08-01
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-08-01T18:54:48-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-09-01
ReturnHeader/TaxPeriodEndDt02016-08-31
ReturnHeader/TaxYr02015

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