Civic Intelligence

PTA Massachusetts Parent-Teacher Association Inc

990EZ • Fiscal year 2023 • EIN 04-3488322

Jul 01, 2022 to Jun 30, 2023 • Filed on Oct 30, 2023

Organization ProfileN/A
351 Bullard StHolden, MA 01520

(508) 829-3202

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

61st percentile

9.8%

Higher net margin than 61% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

67th percentile

13%

Faster asset growth than 67% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

64th percentile

18%

Faster revenue growth than 64% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$30,545

Up $3,605 (+13%) from 2022

Net Assets

Up

$30,545

Up $3,605 (+13%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin61st percentile

Revenue

Up

$36,895

Up $5,748 (+18%) from 2022

Expenses

Up

$33,290

Up $4,253 (+15%) from 2022

Net Income

Up

$3,605

Up $1,495 (+71%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

2023

Assets$30,545
Liabilities$0
Net Assets$30,545
Open 2023 Filing

Operations Trend

Revenue Growth64th percentile

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

2023

Revenue$36,895
Expenses$33,290
Net Income$3,605
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 30, 2023
Return Version
2022v5.0
Gross Receipts
$67,413
Mission and Program Overview

Mission

Financial support for enrichment programs

Financial support for enrichment programs and the public.

Program Services

DescriptionGrantsExpenses
TO PROMOTE THE WELFARE OF CHILDREN AND YOUTH IN HOME, SCHOOL, COMMUNITY AND PLACE OF WORSHIP THROUGHEDUCATION PROGRAMS DIRECTED TOWARDS PARENTS, TEACHERS AND THE PUBLIC.$0$32,177
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER SHEILSCo-President-$0--
KRISTEN ARSENAULTCo-President-$0--
CARIE MULLINSecretary-$0--
KATHERINE GALVINTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Dr Leroy E Mayo Elementary School Pta
EIN
04-3488322
Phone
5088293202
Address
351 BULLARD ST, HOLDEN, MA 01520

Signing Officer

Name
Katherine Galvin
Title
Treasurer
Phone
5088293202
Signed
2023-10-30

Preparer

Firm
Patrick S Bullis CPA
Address
14 Grove St, Athol, MA 01331
Preparer
Patrick Bullis
Phone
9782492397
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“PROGRAM EXPENSES 32177.”

Form 990EZ, Part I, Line 16

“REFUNDS 75.”

Form 990EZ, Part I, Line 16

“BUSINESS EXPENSES 1038.”

Raw XML Appendix155 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/PersonNm0KATHERINE GALVIN
IRS990EZ/BooksInCareOfDetail/PhoneNum05088263203
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0351 BULLARD ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HOLDEN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001520
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt026940
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt030545
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03605
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt026940
IRS990EZ/Form990TotalAssetsGrp/EOYAmt030545
IRS990EZ/FundraisingGrossIncomeAmt067413
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt067413
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt026940
IRS990EZ/NetAssetsOrFundBalancesEOYAmt030545
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt026940
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt030545
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
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/PersonNm0JENNIFER SHEILS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KRISTEN ARSENAULT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CARIE MULLIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KATHERINE GALVIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt033290
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0FINANCIAL SUPPORT FOR ENRICHMENT PROGRAMS AND THE PUBLIC.
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROMOTE THE WELFARE OF CHILDREN AND YOUTH IN HOME, SCHOOL, COMMUNITY AND PLACE OF WORSHIP THROUGHEDUCATION PROGRAMS DIRECTED TOWARDS PARENTS, TEACHERS AND THE PUBLIC.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt032177
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt030518
IRS990EZ/SpecialEventsNetIncomeLossAmt036895
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt033290
IRS990EZ/TotalProgramServiceExpensesAmt032177
IRS990EZ/TotalRevenueAmt036895
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt067413
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt044416
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt030606
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt069769
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt055426
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0267630
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0267630
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt067413
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt044416
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt030606
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt069769
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt055426
IRS990ScheduleA/Total509Grp/TotalAmt0267630
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0267630
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROGRAM EXPENSES 32177.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1REFUNDS 75.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BUSINESS EXPENSES 1038.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHERINE GALVIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05088293202
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DR LEROY E MAYO ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0DRLE
ReturnHeader/Filer/EIN0043488322
ReturnHeader/Filer/PhoneNum05088293202
ReturnHeader/Filer/USAddress/AddressLine1Txt0351 BULLARD ST
ReturnHeader/Filer/USAddress/CityNm0HOLDEN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001520
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0267259737
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PATRICK S BULLIS CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt014 Grove St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Athol
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001331
ReturnHeader/PreparerPersonGrp/PhoneNum09782492397
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICK BULLIS
ReturnHeader/ReturnTs02023-11-09T07:19:58-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KATHERINE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GALVIN
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30,545
Liabilities
$0
Net assets
$30,545
Revenue
$36,895
Expenses
$33,290
Net income
$3,605
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