Liabilities / Assets
59th percentile
Tied with the lowest-debt nonprofits in its peer group.
Loring Parent Teacher Organization
EIN 04-3468518 • 501(c)3 • Sudbury, MA
Profile
The primary exempt purpose of the organization is to support and further the needs and mission of the israel loring elementary school.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.00x
Liabilities / Revenue
61st percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
84th percentile
Higher net margin than 84% of similar nonprofits.
Top Officer Pay
84th percentile
Higher top officer pay than 84% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
80th percentile
Faster asset growth than 80% of similar nonprofits.
Revenue Growth
82nd percentile
Faster revenue growth than 82% of similar nonprofits.
Balance Sheet
Assets
Down$114,721
Down $24,207 (-17%) from 2023
Liabilities
-
No earlier filing loaded for comparison.
Net Assets
Down$114,721
Down $24,207 (-17%) from 2023
Revenue
Down$74,662
Down $8,530 (-10%) from 2023
Expenses
Up$99,269
Up $45,318 (+84%) from 2023
Net Income
Down-$24,607
Down $53,848 (-184%) from 2023
Trend Graphs
Filings
Most recent year
2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $114,721
- Liabilities
- -
- Net assets
- $114,721
- Revenue
- $74,662
- Expenses
- $99,269
- Net income
- -$24,607
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2023 to Jun 30, 2024
- Signed
- May 14, 2025
- Return Version
- 2023v6.0
- Gross Receipts
- $102,301
Mission and Program Overview
Mission
The primary exempt purpose is to support and further the needs and mission of the israel loring elementary school.
The primary exempt purpose of the organization is to support and further the needs and mission of the israel loring elementary school.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| THE LORING PARENT TEACHER ORGANIZATION RAISES MONEY TO PROVIDE SUPPORT FOR CREATIVE ENRICHMENT PROGRAMS THAT GIVE HANDS-ON LEARNING OPPORTUNITIES TO OUR STUDENTS, FUNDS TECHNOLOGY UPDATES AND OTHER NEEDS WITHIN THE SCHOOL NOT COVERED BY THE DISTRICT, AND PROVIDES TEACHERS WITH WISH LIST ITEMS, BOOKS, AND OTHER CLASSROOM MATERIALS. | - | $97,290 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| ANNE DEVINE | Co-Chair | - | $0 | - | - |
| MELISSA PERLA | Co-Chair | - | $0 | - | - |
| SHARON BRADY | Secretary | - | $0 | - | - |
| CATHERINE KASHEM | Treasurer | - | $0 | - | - |
| HEATHER LARSON | Assistant Tr | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Loring Parent Teacher Organization
- EIN
- 04-3468518
- Phone
- 9785790870
- Address
- 80 WOODSIDE ROAD, SUDBURY, MA 01776
Signing Officer
- Name
- Heather Larson
- Title
- Assistant Treasurer
- Phone
- 9785790870
- Signed
- 2025-05-14
Preparer
- Firm
- Bruce D Norling CPA Pc
- Address
- 410 BOSTON POST RD STE 24, SUDBURY, MA 01776
- Preparer
- Bruce D Norling CPA Pc
- Phone
- 9784439114
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 16
“Expenses office 462 information technology 850 insurance 255 filing fees 37 beautification 1,147 co-chair expenses 1,495 creative enrichment 4,644 festivals 3,287 gradewide programming 26,039 library and literacy 1,815 other program expenses 2,361 program supplies & equip 45,786 specialists 2,885 staff appreciation 7,831 total 98,894”
Form 990-ez, Part I, Line 20
“Prior period adjustment 400”
Form 990-ez, Part III
“The primary exempt purpose of the organization is to support and further the needs and mission of the israel loring elementary school.”
Form 990-ez, Part III, Line 28
“The loring parent teacher organization raises money to provide support for creative enrichment programs that give hands-on learning opportunities to our students, funds technology updates and other needs within the school not covered by the district, and provides teachers with wish list items, books, and other classroom materials.”
Raw XML Appendix150 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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | CATHERINE KASHEM |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 9785790870 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 80 WOODSIDE RD |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | SUDBURY |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | MA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 01776 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 138928 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 114721 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 69299 |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 2149 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -24607 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 375 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 138928 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 114721 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 25490 |
| IRS990EZ/GrossProfitLossSlsOfInvntryAmt | 0 | 3174 |
| IRS990EZ/GrossReceiptsAmt | 0 | 102301 |
| IRS990EZ/GrossSalesOfInventoryAmt | 0 | 5323 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 2189 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 138928 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 114721 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 138928 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 114721 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | ANNE DEVINE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | MELISSA PERLA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | SHARON BRADY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | CATHERINE KASHEM |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | HEATHER LARSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | CO-CHAIR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | CO-CHAIR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | ASSISTANT TR |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 400 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 98894 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | THE PRIMARY EXEMPT PURPOSE OF THE ORGANIZATION IS TO SUPPORT AND FURTHER THE NEEDS AND MISSION OF THE ISRAEL LORING ELEMENTARY SCHOOL. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | THE LORING PARENT TEACHER ORGANIZATION RAISES MONEY TO PROVIDE SUPPORT FOR CREATIVE ENRICHMENT PROGRAMS THAT GIVE HANDS-ON LEARNING OPPORTUNITIES TO OUR STUDENTS, FUNDS TECHNOLOGY UPDATES AND OTHER NEEDS WITHIN THE SCHOOL NOT COVERED BY THE DISTRICT, AND PROVIDES TEACHERS WITH WISH LIST ITEMS, BOOKS, AND OTHER CLASSROOM MATERIALS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 97290 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 25490 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | MA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 99269 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 97290 |
| IRS990EZ/TotalRevenueAmt | 0 | 74662 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.LORINGPTO.ORG |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd | 0 | true |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd | 0 | false |
| IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd | 0 | false |
| IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd | 0 | true |
| IRS990ScheduleA/OtherSupportSumAmt | 0 | 0 |
| IRS990ScheduleA/SupportedOrganizationsCnt | 0 | 1 |
| IRS990ScheduleA/SupportedOrganizationsTotalCnt | 0 | 1 |
| IRS990ScheduleA/SupportedOrgInformationGrp/EIN | 0 | 043468518 |
| IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd | 0 | true |
| IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd | 0 | 2 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt | 0 | 0 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt | 0 | 99269 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt | 0 | ISRAEL LORING ELEMENTARY SCHOOL |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt | 0 | ISRAEL LORING ELEMENTARY SCHOOL |
| IRS990ScheduleA/SupportingOrganization509a3Ind | 0 | X |
| IRS990ScheduleA/SupportingOrgType1Ind | 0 | X |
| IRS990ScheduleA/SupportSumAmt | 0 | 99269 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | EXPENSES OFFICE 462 INFORMATION TECHNOLOGY 850 INSURANCE 255 FILING FEES 37 BEAUTIFICATION 1,147 CO-CHAIR EXPENSES 1,495 CREATIVE ENRICHMENT 4,644 FESTIVALS 3,287 GRADEWIDE PROGRAMMING 26,039 LIBRARY AND LITERACY 1,815 OTHER PROGRAM EXPENSES 2,361 PROGRAM SUPPLIES & EQUIP 45,786 SPECIALISTS 2,885 STAFF APPRECIATION 7,831 TOTAL 98,894 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | PRIOR PERIOD ADJUSTMENT 400 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | THE PRIMARY EXEMPT PURPOSE OF THE ORGANIZATION IS TO SUPPORT AND FURTHER THE NEEDS AND MISSION OF THE ISRAEL LORING ELEMENTARY SCHOOL. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | THE LORING PARENT TEACHER ORGANIZATION RAISES MONEY TO PROVIDE SUPPORT FOR CREATIVE ENRICHMENT PROGRAMS THAT GIVE HANDS-ON LEARNING OPPORTUNITIES TO OUR STUDENTS, FUNDS TECHNOLOGY UPDATES AND OTHER NEEDS WITHIN THE SCHOOL NOT COVERED BY THE DISTRICT, AND PROVIDES TEACHERS WITH WISH LIST ITEMS, BOOKS, AND OTHER CLASSROOM MATERIALS. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 20 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART III |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART III, LINE 28 |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | HEATHER LARSON |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | ASSISTANT TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 9785790870 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-05-14 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | LORING PARENT TEACHER ORGANIZATION |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | INC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | LORI |
| ReturnHeader/Filer/EIN | 0 | 043468518 |
| ReturnHeader/Filer/PhoneNum | 0 | 9785790870 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 80 WOODSIDE ROAD |
| ReturnHeader/Filer/USAddress/CityNm | 0 | SUDBURY |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | MA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 01776 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | false |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 043147371 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | BRUCE D NORLING CPA PC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 410 BOSTON POST RD STE 24 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | SUDBURY |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | MA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 01776 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 9784439114 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2025-05-14 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | BRUCE D NORLING CPA PC |
| ReturnHeader/ReturnTs | 0 | 2025-05-14T08:37:41-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2023-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-06-30 |
| ReturnHeader/TaxYr | 0 | 2023 |
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