Civic Intelligence

PTA Massachusetts Parent-Teacher Association Inc

990EZ • Fiscal year 2020 • EIN 04-3460336

Jul 01, 2019 to Jun 30, 2020 • Filed on Sep 15, 2020

4 Viking DrWareham, MA 02571

(508) 291-3550

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

90th percentile

53%

Higher net margin than 90% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Assets

$87,702

No earlier filing loaded for comparison.

Net Assets

$87,702

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$40,711

No earlier filing loaded for comparison.

Expenses

$18,988

No earlier filing loaded for comparison.

Net Income

$21,723

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2020: $87,702Liabilities 2020: $0Net Assets 2020: $87,7022020

Highlighted filing

2020

Assets$87,702
Liabilities$0
Net Assets$87,702

Operations Trend

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

$60K$40K$20K$0Revenue 2020: $40,711Expenses 2020: $18,988Net Income 2020: $21,7232020

Highlighted filing

2020

Revenue$40,711
Expenses$18,988
Net Income$21,723
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Sep 15, 2020
Return Version
2019v5.1
Gross Receipts
$80,158
Mission and Program Overview

Mission

Parent Teacher Association

Program Services

DescriptionGrantsExpenses
Boosterthon Enrichment and Technology Purchases-$14,045
Teacher grants for classroom supplies, enrichment programs and educational field trips-$2,405
Community Field Trips-$1,011
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nicole AvilaPresident-$0--
Annalise SamuelsTreasurer-$0--
Kelly BuckinghamSecretary-$0--
Noelle ClarkVice President-$0--
Shawna FitzpatrickVice President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$32,877$32,877$18,352$14,525
Holiday Fair$12,994$12,994$1,263$11,731
Total Events$79,668$79,668$39,447$40,221
Filing and Contact Details

Filer

Filer Name
Wareham PTA
EIN
04-3460336
Address
4 Viking Dr, Wareham, MA 02571

Signing Officer

Name
Annalise Samuels
Title
Treasurer
Phone
5082913550
Signed
2020-09-15
Discuss with paid preparer
Yes

Preparer

Firm
Trisha C Osborne CPA
Address
1 Jacks Marsh Ln, Wareham, MA 02571
Preparer
Trisha C Osborne CPA
Phone
5082950800
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

Activity Classroom supplies, programs and field trips Grantee Wareham Public Schools Amount 2,405Activity Community Field Trips Amount 1,011Activity Boosterthon Enrichment & Technology Grantee Wareham Public Schools Amount 14,045

Description of other expenses Part I line 16

Description AmountBank Fees 10Insurance Expense 375Membership Dues 202Office Supplies 80Software Fees 315State Filing Fees 70

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

Description AmountWareham Elementary PTA Bank Balance 53,767On July 1, 2019, the Wareham Elementary PTA merged all of their assets into this PTA to form on town wide PTA, now named Wareham PTA. The total of the Wareham Elementary PTA bank accounts that were transferred was $53,767.26 and should be added to our begining assets.

Raw XML Appendix197 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/PersonNm4Shawna Fitzpatrick
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice President
IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
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IRS990EZ/OtherChangesInNetAssetsAmt053767
IRS990EZ/OtherExpensesTotalAmt01052
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Parent Teacher Association
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Teacher grants for classroom supplies, enrichment programs and educational field trips
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Boosterthon Enrichment and Technology Purchases
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Community Field Trips
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02405
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt114045
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21011
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsNetIncomeLossAmt040221
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TanningServicesProvidedInd0false
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IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/TypeOfOrganizationAssocInd0X
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt04
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IRS990ScheduleG/InPersonSolicitationsInd0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Classroom supplies, programs and field trips Grantee Wareham Public Schools Amount 2,405Activity Community Field Trips Amount 1,011Activity Boosterthon Enrichment & Technology Grantee Wareham Public Schools Amount 14,045
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountBank Fees 10Insurance Expense 375Membership Dues 202Office Supplies 80Software Fees 315State Filing Fees 70
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountWareham Elementary PTA Bank Balance 53,767On July 1, 2019, the Wareham Elementary PTA merged all of their assets into this PTA to form on town wide PTA, now named Wareham PTA. The total of the Wareham Elementary PTA bank accounts that were transferred was $53,767.26 and should be added to our begining assets.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other changes in net assets or fund balances Part I line 20
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Annalise Samuels
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05082913550
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Wareham PTA
ReturnHeader/Filer/BusinessNameControlTxt0WARE
ReturnHeader/Filer/EIN0043460336
ReturnHeader/Filer/USAddress/AddressLine1Txt04 Viking Dr
ReturnHeader/Filer/USAddress/CityNm0Wareham
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002571
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ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-09-26
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0104.206.206.179
ReturnHeader/FilingSecurityInformation/IPDt02020-09-26
ReturnHeader/FilingSecurityInformation/IPTm015:42:34
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Trisha C Osborne CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01 Jacks Marsh Ln
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Wareham
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002571
ReturnHeader/PreparerPersonGrp/PhoneNum05082950800
ReturnHeader/PreparerPersonGrp/PreparationDt02020-09-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Trisha C Osborne CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-09-26T15:29:00-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$87.7$0.00$87.7$40.7$19.0$21.7
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)3 • <$500k nonprofits