Civic Intelligence

PTA Massachusetts Parent-Teacher Association Inc

990EZ • Fiscal year 2020 • EIN 04-3488322

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 19, 2020

351 Bullard StreetHolden, MA 01520

(508) 826-3203

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

87th percentile

47%

Higher net margin than 87% 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

91st percentile

146%

Faster asset growth than 91% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

83rd percentile

29%

Faster revenue growth than 83% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$23,224

Up $13,801 (+146%) from 2019

Net Assets

Up

$23,224

Up $13,801 (+146%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$29,248

Up $6,600 (+29%) from 2019

Expenses

Down

$15,447

Down $17,666 (-53%) from 2019

Net Income

Up

$13,801

Up $24,266 (+232%) from 2019

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2012: $13,171Liabilities 2012: $02012Assets 2013: $20,273Liabilities 2013: $02013Assets 2014: $15,849Liabilities 2014: $0Net Assets 2014: $15,8492014Assets 2015: $18,679Liabilities 2015: $0Net Assets 2015: $18,6792015Assets 2016: $11,807Liabilities 2016: $0Net Assets 2016: $11,8072016Assets 2017: $6,254Liabilities 2017: $0Net Assets 2017: $6,2542017Assets 2018: $19,888Liabilities 2018: $0Net Assets 2018: $19,8882018Assets 2019: $9,423Liabilities 2019: $0Net Assets 2019: $9,4232019Assets 2020: $23,224Liabilities 2020: $0Net Assets 2020: $23,2242020Assets 2021: $24,830Liabilities 2021: $0Net Assets 2021: $24,8302021Assets 2022: $26,940Liabilities 2022: $0Net Assets 2022: $26,9402022Assets 2023: $30,545Liabilities 2023: $0Net Assets 2023: $30,5452023Assets 2024: $34,077Liabilities 2024: $0Net Assets 2024: $34,0772024Assets 2025: $45,368Liabilities 2025: $0Net Assets 2025: $45,3682025

Highlighted filing

2020

Assets$23,224
Liabilities$0
Net Assets$23,224

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2012: $17,892Expenses 2012: $22,278Net Income 2012: -$4,3862012Revenue 2013: $24,962Expenses 2013: $17,860Net Income 2013: $7,1022013Revenue 2014: $13,870Expenses 2014: $18,294Net Income 2014: -$4,4242014Revenue 2015: $22,765Expenses 2015: $19,935Net Income 2015: $2,8302015Revenue 2016: $20,424Expenses 2016: $27,296Net Income 2016: -$6,8722016Revenue 2017: $18,767Expenses 2017: $24,320Net Income 2017: -$5,5532017Revenue 2018: $30,914Expenses 2018: $17,280Net Income 2018: $13,6342018Revenue 2019: $22,648Expenses 2019: $33,113Net Income 2019: -$10,4652019Revenue 2020: $29,248Expenses 2020: $15,447Net Income 2020: $13,8012020Revenue 2021: $30,396Expenses 2021: $28,790Net Income 2021: $1,6062021Revenue 2022: $31,147Expenses 2022: $29,037Net Income 2022: $2,1102022Revenue 2023: $36,895Expenses 2023: $33,290Net Income 2023: $3,6052023Revenue 2024: $33,142Expenses 2024: $29,610Net Income 2024: $3,5322024Revenue 2025: $45,263Expenses 2025: $33,972Net Income 2025: $11,2912025

Highlighted filing

2020

Revenue$29,248
Expenses$15,447
Net Income$13,801
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 19, 2020
Return Version
2019v5.1
Gross Receipts
$70,949
Mission and Program Overview

Mission

Financial support for enrichment programs

Finl support for enrichment programs

Program Services

DescriptionGrantsExpenses
TO PROMOTE THE WELFARE OF CHILDREN AND YOUTH IN HOME, SCHOOL, COMMUNITY AND PLACE OF WORSHIP THROUGH EDUCATIONAL PROGRAMS DIRECTED TOWARDS PARENTS, TEACHERS, AND THE PUBLIC-$41,701
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KRISTINA JONESPresidentPT$0--
LAUREN SALMON-GARRETTVice PresidentPT$0--
LAURA FLORESSecretaryPT$0--
REBECCA HENDRICKSONTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Book Fair$16,344$16,344$13,027$3,317
Craft Fair$7,815$7,815$3,113$4,702
Total Events$69,769$69,769$41,701$28,068
Filing and Contact Details

Filer

Filer Name
Dr Leroy E Mayo Elemen School Pta
EIN
04-3488322
Address
351 BULLARD STREET, HOLDEN, MA 01520

Signing Officer

Name
Rebecca Hendrickson
Title
Treasurer
Phone
5085790932
Signed
2020-10-19
Discuss with paid preparer
Yes

Preparer

Firm
Lacey Accounting and Tax Services
Address
367 West Main Street Suite H2, Northborough, MA 01532
Preparer
David J Lacey
Phone
5088391000
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

Description amountschool student enrichment 11,576insurance 380student programs and trips 790office expense 1,951

Raw XML Appendix173 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/PersonNm0REBECCA HENDRICKSON
IRS990EZ/BooksInCareOfDetail/PhoneNum05088263203
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt020 HAYFIELD LANE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HOLDEN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001520
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt09423
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt023224
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt013801
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0750
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt09423
IRS990EZ/Form990TotalAssetsGrp/EOYAmt023224
IRS990EZ/FundraisingGrossIncomeAmt069769
IRS990EZ/GrossReceiptsAmt070949
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01180
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt09423
IRS990EZ/NetAssetsOrFundBalancesEOYAmt023224
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt09423
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt023224
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt06.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt16.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt26.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt36.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KRISTINA JONES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LAUREN SALMON-GARRETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LAURA FLORES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3REBECCA HENDRICKSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt014697
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0FINL SUPPORT FOR ENRICHMENT PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROMOTE THE WELFARE OF CHILDREN AND YOUTH IN HOME, SCHOOL, COMMUNITY AND PLACE OF WORSHIP THROUGH EDUCATIONAL PROGRAMS DIRECTED TOWARDS PARENTS, TEACHERS, AND THE PUBLIC
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt041701
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt041701
IRS990EZ/SpecialEventsNetIncomeLossAmt028068
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt015447
IRS990EZ/TotalProgramServiceExpensesAmt041701
IRS990EZ/TotalRevenueAmt029248
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01180
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01019
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01060
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0937
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt04196
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt069769
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt055426
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt055845
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt058178
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt051461
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0290679
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0294875
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt070949
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt055426
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt056864
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt059238
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt052398
IRS990ScheduleA/Total509Grp/TotalAmt0294875
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt070949
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt055426
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt056864
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt059238
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt052398
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0294875
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt041701
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CRAFT FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt016344
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt07815
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt045610
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt069769
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt016344
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt07815
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt045610
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt069769
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt028068
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt025561
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt041701
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt013027
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03113
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt05
IRS990ScheduleG/LicensedStatesCd0MA
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTSCHOOL STUDENT ENRICHMENT 11,576INSURANCE 380STUDENT PROGRAMS AND TRIPS 790OFFICE EXPENSE 1,951
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0REBECCA HENDRICKSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05085790932
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DR LEROY E MAYO ELEMEN SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0DRLE
ReturnHeader/Filer/EIN0043488322
ReturnHeader/Filer/USAddress/AddressLine1Txt0351 BULLARD STREET
ReturnHeader/Filer/USAddress/CityNm0HOLDEN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001520
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0652E078F7DA679CCC9D9DE089A8DC28862A3F2FD
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0652E078F7DA679CCC9D9DE089A8DC28862A3F2FD
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId00410962020301knpk4tx
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-10-27
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.107.235.131
ReturnHeader/FilingSecurityInformation/IPDt02020-10-27
ReturnHeader/FilingSecurityInformation/IPTm010:50:57
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814441857
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lacey Accounting and Tax Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0367 West Main Street Suite H2
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Northborough
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001532
ReturnHeader/PreparerPersonGrp/PhoneNum05088391000
ReturnHeader/PreparerPersonGrp/PreparationDt02020-10-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David J Lacey
ReturnHeader/ReturnTs02020-10-27T10:49:29-04:00
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
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$45.4$0.00$45.4$45.3$34.0$11.3
2024Detailed filing. Detailed filing data is available for this year.$34.1$0.00$34.1$33.1$29.6$3.53
2023Detailed filing. Detailed filing data is available for this year.$30.5$0.00$30.5$36.9$33.3$3.61
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.9$0.00$26.9$31.1$29.0$2.11
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$24.8$0.00$24.8$30.4$28.8$1.61
2020Detailed filing. Detailed filing data is available for this year.$23.2$0.00$23.2$29.2$15.4$13.8
2019Detailed filing. Detailed filing data is available for this year.$9.42$0.00$9.42$22.6$33.1$10.5
2018Detailed filing. Detailed filing data is available for this year.$19.9$0.00$19.9$30.9$17.3$13.6
2017Detailed filing. Detailed filing data is available for this year.$6.25$0.00$6.25$18.8$24.3$5.55
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.8$0.00$11.8$20.4$27.3$6.87
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.7$0.00$18.7$22.8$19.9$2.83
2014Detailed filing. Detailed filing data is available for this year.$15.8$0.00$15.8$13.9$18.3$4.42
2013Summary only. Only limited summary data is available for this year.$20.3$0.00$25.0$17.9$7.10
2012Summary only. Only limited summary data is available for this year.$13.2$0.00$17.9$22.3$4.39