Civic Intelligence

Chenery Middle School PTO Inc

990EZ • Fiscal year 2021 • EIN 04-3330954

Sep 01, 2020 to Aug 31, 2021 • Filed on Jan 12, 2022

Organization ProfileN/A
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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

73rd percentile

29%

Higher net margin than 73% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

63rd percentile

17%

Faster asset growth than 63% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

18th percentile

-46%

Faster revenue growth than 18% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$87,027

Up $12,848 (+17%) from 2020

Net Assets

Up

$87,027

Up $12,848 (+17%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin73rd percentile

Revenue

Down

$44,656

Down $38,390 (-46%) from 2020

Expenses

Down

$31,808

Down $12,674 (-28%) from 2020

Net Income

Down

$12,848

Down $25,716 (-67%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

2021

Assets$87,027
Liabilities$0
Net Assets$87,027
Open 2021 Filing

Operations Trend

Revenue Growth18th percentile

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

2021

Revenue$44,656
Expenses$31,808
Net Income$12,848
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2020 to Aug 31, 2021
Signed
Jan 12, 2022
Return Version
2020v4.1
Gross Receipts
$44,656
Mission and Program Overview

Mission

Enrichment of students at the chenery middle school.

Program Services

DescriptionGrantsExpenses
CLASS EVENTS, TEACHER RECEPTION AND LUNCHEON,DIRECTORY ADVERTISEMENTS AND COMMUNITY DONATIONS$0$13,561
AFTER SCHOOL CLUBS$0$8,793
CLASS NIGHT AND CLASS DINNERS$0$5,317
CURRICULUM ENRICHMENT,INCLUDING TEXTBOOKS AND TECHNOLOGY$0$1,600
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNY KRESSECo-President-$0--
LAURA VANDERHARTCo-President-$0--
MARTHA LOFTUSSecretary-$0--
ALLISON GOODWINTreasurer-$0--
YING TIANAsst. 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
Laura Vanderhart
Title
President
Phone
4044227777
Signed
2022-01-12
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 16 - Other Expenses

“Description: bank fee. Amount: 40. Description: insurance. Amount: 740. Description: license, fees and permits. Amount: 54. Description: postage. Amount: 11. Description: supplies. Amount: 292. Total to form 990-ez, line 16: 1,137.”

Raw XML Appendix176 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/USAddress/CityNm0BELMONT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JENNY KRESSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LAURA VANDERHART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARTHA LOFTUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ALLISON GOODWIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4YING TIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4ASST. TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt01137
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0ENRICHMENT OF STUDENTS AT THE CHENERY MIDDLE SCHOOL.
IRS990EZ/ProgramServiceRevenueAmt017484
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CURRICULUM ENRICHMENT,INCLUDING TEXTBOOKS AND TECHNOLOGY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1AFTER SCHOOL CLUBS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2CLASS NIGHT AND CLASS DINNERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3CLASS EVENTS, TEACHER RECEPTION AND LUNCHEON,DIRECTORY ADVERTISEMENTS AND COMMUNITY DONATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt30
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01600
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt18793
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt25317
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt313561
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt031808
IRS990EZ/TotalProgramServiceExpensesAmt029271
IRS990EZ/TotalRevenueAmt044656
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt027172
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt037907
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt034942
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt041167
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt044007
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0185195
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt017484
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt045139
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt064789
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt058777
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt067027
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0253216
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt044656
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt083046
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt099944
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0111034
IRS990ScheduleA/Total509Grp/TotalAmt0438411
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt083046
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt099731
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt099944
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0111034
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0438411
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: BANK FEE. AMOUNT: 40. DESCRIPTION: INSURANCE. AMOUNT: 740. DESCRIPTION: LICENSE, FEES AND PERMITS. AMOUNT: 54. DESCRIPTION: POSTAGE. AMOUNT: 11. DESCRIPTION: SUPPLIES. AMOUNT: 292. TOTAL TO FORM 990-EZ, LINE 16: 1,137.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURA VANDERHART
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04044227777
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-01-12
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/PreparationDt02022-01-11
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-01-17T13:09:43-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LAURA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0VANDERHART
ReturnHeader/TaxPeriodBeginDt02020-09-01
ReturnHeader/TaxPeriodEndDt02021-08-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$87,027
Liabilities
$0
Net assets
$87,027
Revenue
$44,656
Expenses
$31,808
Net income
$12,848
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.88$1.17$0.28
2022Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.85$0.73$0.12
2021Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.45$0.32$0.13
2020Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.83$0.44$0.39
2019Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.94$0.92$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$1.00$0.98$0.02
2017Summary only. Only limited summary data is available for this year.$0.32$0.00$1.11$1.08$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.82$0.75$0.07
2015Summary only. Only limited summary data is available for this year.$0.22$0.00$0.72$0.67$0.05
2014Summary only. Only limited summary data is available for this year.$0.17$0.00$0.80$0.79$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.16$0.00$0.16$0.99$1.34$0.35
2012Summary only. Only limited summary data is available for this year.$0.51$0.00$0.94$0.83$0.11
2011Summary only. Only limited summary data is available for this year.$0.40$0.00$0.60$0.55$0.06