Civic Intelligence

William H Lincoln School PTO

EIN 04-3501001 • 501(c)3 • Brookline, MA

Profile

The exempt purposes are: a) To promote the best possible education and educational environment for the William H Lincoln School students. b) to facilitate communication between the home, the school and the town of Brookline. and c) to provide financial and volunteer support for the activities and the needs of the William H Lincoln School.

19 Kennard RoadBrookline, MA 02445

williamhlincolnschoolpto.godaddysites.co

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

72nd percentile

0.03x

Higher debt load relative to assets than 72% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

80th percentile

0.06x

Higher debt load relative to revenue than 80% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

67th percentile

13%

Higher net margin than 67% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

68th percentile

9.9%

Faster asset growth than 68% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

88th percentile

72%

Faster revenue growth than 88% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$169,552

Up $15,314 (+9.9%) from 2023

Liabilities

Up

$4,930

Up $4,930 from 2023

Net Assets

Up

$164,622

Up $10,384 (+6.7%) from 2023

Revenue

Up

$78,947

Up $32,969 (+72%) from 2023

Expenses

Up

$68,563

Up $32,142 (+88%) from 2023

Net Income

Up

$10,384

Up $827 (+8.7%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2011: $63,197Liabilities 2011: $02011Assets 2012: $85,390Liabilities 2012: $7,2292012Assets 2013: $116,777Liabilities 2013: $5,3282013Assets 2014: $110,391Liabilities 2014: $7,1682014Assets 2015: $121,255Liabilities 2015: $0Net Assets 2015: $121,2552015Assets 2016: $141,557Liabilities 2016: $0Net Assets 2016: $141,5572016Assets 2017: $149,163Liabilities 2017: $0Net Assets 2017: $149,1632017Assets 2018: $154,312Liabilities 2018: $0Net Assets 2018: $154,3122018Assets 2019: $167,209Liabilities 2019: $0Net Assets 2019: $167,2092019Assets 2020: $167,109Liabilities 2020: $1,884Net Assets 2020: $165,2252020Assets 2021: $154,325Liabilities 2021: $1,930Net Assets 2021: $152,3952021Assets 2022: $146,467Liabilities 2022: $1,786Net Assets 2022: $144,6812022Assets 2023: $154,238Liabilities 2023: $0Net Assets 2023: $154,2382023Assets 2024: $169,552Liabilities 2024: $4,930Net Assets 2024: $164,6222024

Highlighted filing

2024

Assets$169,552
Liabilities$4,930
Net Assets$164,622

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2011: $81,472Expenses 2011: $70,163Net Income 2011: $11,3092011Revenue 2012: $86,839Expenses 2012: $69,211Net Income 2012: $17,6282012Revenue 2013: $93,380Expenses 2013: $60,092Net Income 2013: $33,2882013Revenue 2014: $74,434Expenses 2014: $82,660Net Income 2014: -$8,2262014Revenue 2015: $86,941Expenses 2015: $68,909Net Income 2015: $18,0322015Revenue 2016: $103,812Expenses 2016: $83,510Net Income 2016: $20,3022016Revenue 2017: $84,930Expenses 2017: $77,324Net Income 2017: $7,6062017Revenue 2018: $74,778Expenses 2018: $69,629Net Income 2018: $5,1492018Revenue 2019: $56,433Expenses 2019: $43,536Net Income 2019: $12,8972019Revenue 2020: $31,995Expenses 2020: $33,979Net Income 2020: -$1,9842020Revenue 2021: $12,892Expenses 2021: $25,722Net Income 2021: -$12,8302021Revenue 2022: $26,272Expenses 2022: $34,616Net Income 2022: -$8,3442022Revenue 2023: $45,978Expenses 2023: $36,421Net Income 2023: $9,5572023Revenue 2024: $78,947Expenses 2024: $68,563Net Income 2024: $10,3842024

Highlighted filing

2024

Revenue$78,947
Expenses$68,563
Net Income$10,384

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.70$0.05$1.65$0.79$0.69$0.10
2023Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.46$0.36$0.10
2022Detailed filing. Detailed filing data is available for this year.$1.46$0.02$1.45$0.26$0.35$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.54$0.02$1.52$0.13$0.26$0.13
2020Detailed filing. Detailed filing data is available for this year.$1.67$0.02$1.65$0.32$0.34$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.56$0.44$0.13
2018Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.75$0.70$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.85$0.77$0.08
2016Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$1.04$0.84$0.20
2015Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.87$0.69$0.18
2014Summary only. Only limited summary data is available for this year.$1.10$0.07$0.74$0.83$0.08
2013Summary only. Only limited summary data is available for this year.$1.17$0.05$0.93$0.60$0.33
2012Summary only. Only limited summary data is available for this year.$0.85$0.07$0.87$0.69$0.18
2011Summary only. Only limited summary data is available for this year.$0.63$0.00$0.81$0.70$0.11
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Mar 15, 2025
Return Version
2023v6.0
Gross Receipts
$88,980
Mission and Program Overview

Mission

See schedule O

Program Services

DescriptionGrantsExpenses
SUPPORT TEACHER AND CLASSROOM: We have provided the following support to our 90+ teachers, learning specialist and staff: purchased software technology for(continued on Schedule O)-$50,745
SUPPORT SPECIAL EVENTS AND COMMITTEES: Provided support to 15+ special events and committees that were intended to enhance the school environment and (continued on Schedule O)-$8,765
SUPPORT STUDENTS AND FAMILIES: We have provided the following support to some 565 students and their families: Purchase of supplemental library books(continued on Schedule O)-$5,103
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MIMI WANKENNECo-President-$0--
ANNE-MARIE CARLSONCo-President-$0--
CARMEN LUJANTreasurerPT$0--
VONZELLA BRYANTTreasurer Assistant-$0--
SARA SCOTTLarge Board-$0--
CHANTAL BOXERLarge Board-$0--
GIZEM ACARLARLarge Board-$0--
LENA BERCLarge Board-$0--
CYNTHIA LEVAY-ARNFELDLarge Board-$0--
STEPHANIE FAGANLarge Board-$0--
CHERYL LYNCHLarge Board-$0--
SAORI SHIMADALarge Board-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Pumpkin Fest$24,131$24,131$8,184$15,947
Readathon$4,905$4,905$862$4,043
Total Events$35,528$35,528$10,507$25,021
Filing and Contact Details

Filer

Filer Name
William H Lincoln School Pto
EIN
04-3501001
Address
19 KENNARD ROAD, Brookline, MA 02445

Signing Officer

Name
Carmen Lujan
Title
Treasurer
Phone
6178794600
Signed
2025-03-15
Discuss with paid preparer
Yes

Preparer

Firm
Dario Ramirez CPA
Address
7 METCALF STREET, MEDFORD, MA 02155
Preparer
Dario Ramirez
Phone
6172726048
Supplemental Narrative

Additional Explanations

General explanation attachment

Form 990EZ- Part III, The Organizations primary exempt purpose: a) To promote the best possible education and educational environment for the William H. Lincoln School Students, b) To facilitate communication between the home, the William H. Lincoln School, and the Town of Brookline, and c) to provide financial and voluntary support for the activities and the needs of the William H. Lincoln School. Form 990EZ, Page 2, Part III, line 28 - Statement of Program Service Accomplishments (continued)and equipment; purchased notebooks planning systems to all of middle school students; purchased recess equipment to be used by lower grade students; assisted 8th grade students with awards and a graduation ceremony; sent bereavement funds to 2 families, provided scholarships for students participation in enrichment programs, etc. Form 990EZ, Page 2, Part III, line 29: Statement of Program Service Accomplishments (continued)classroom use; provided gift cards for purchase of K-8 grade classroom supplies and materials; covered the cost for 7+ educational enrichment programs for the classrooms; provided funds and supplies for students accomplishment awards, Math support materials, science support supplies, teacher grants for special educational projects, etc. Form 990EZ, Page 2, Part III, line 30: Statement of Program Service Accomplishments (continued)Provided support to 15+ special events and committees that were intended to enhance the school environment and school community (students, families, teachers, staff, volunteers, surrounding Brookline community, etc.) communications and relationships: LEAP, Understanding Differences, School Dance, Science Night, Book Fair, School volunteer fair and picnics, Landscaping Committee, Diversity Committee, etc.

Description of other expenses Part I line 16

Description AmountDirect Program Expenses 64,612Insurance Expenses 535Filings fees 72Bank Service Charges 43Website & Digital Platforms 1,013Miscellaneous expenses 1,104Software Subscriptions 75Fundraising expenses 100

Description of total liabilities Part II line 26

Category Beginning of Year End of YearAccounts Payable 0 4,930

Raw XML Appendix227 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/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORT STUDENTS AND FAMILIES: We have provided the following support to some 565 students and their families: Purchase of supplemental library books(continued on Schedule O)
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 990EZ- Part III, The Organizations primary exempt purpose: a) To promote the best possible education and educational environment for the William H. Lincoln School Students, b) To facilitate communication between the home, the William H. Lincoln School, and the Town of Brookline, and c) to provide financial and voluntary support for the activities and the needs of the William H. Lincoln School. Form 990EZ, Page 2, Part III, line 28 - Statement of Program Service Accomplishments (continued)and equipment; purchased notebooks planning systems to all of middle school students; purchased recess equipment to be used by lower grade students; assisted 8th grade students with awards and a graduation ceremony; sent bereavement funds to 2 families, provided scholarships for students participation in enrichment programs, etc. Form 990EZ, Page 2, Part III, line 29: Statement of Program Service Accomplishments (continued)classroom use; provided gift cards for purchase of K-8 grade classroom supplies and materials; covered the cost for 7+ educational enrichment programs for the classrooms; provided funds and supplies for students accomplishment awards, Math support materials, science support supplies, teacher grants for special educational projects, etc. Form 990EZ, Page 2, Part III, line 30: Statement of Program Service Accomplishments (continued)Provided support to 15+ special events and committees that were intended to enhance the school environment and school community (students, families, teachers, staff, volunteers, surrounding Brookline community, etc.) communications and relationships: LEAP, Understanding Differences, School Dance, Science Night, Book Fair, School volunteer fair and picnics, Landscaping Committee, Diversity Committee, etc.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountDirect Program Expenses 64,612Insurance Expenses 535Filings fees 72Bank Service Charges 43Website & Digital Platforms 1,013Miscellaneous expenses 1,104Software Subscriptions 75Fundraising expenses 100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearAccounts Payable 0 4,930
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0General explanation attachment
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of total liabilities Part II line 26
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CARMEN LUJAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06178794600
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLIAM H LINCOLN SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0043501001
ReturnHeader/Filer/USAddress/AddressLine1Txt019 KENNARD ROAD
ReturnHeader/Filer/USAddress/CityNm0Brookline
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002445
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DARIO RAMIREZ CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07 METCALF STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MEDFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002155
ReturnHeader/PreparerPersonGrp/PhoneNum06172726048
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DARIO RAMIREZ
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-04-26T19:04:36-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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