Civic Intelligence

William H Lincoln School PTO

990EZ • Fiscal year 2016 • EIN 04-3501001

Jul 01, 2015 to Jun 30, 2016 • Filed on Jul 27, 2017

19 Kennard RoadBrookline, MA 02445

(617) 879-4600

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

76th percentile

20%

Higher net margin than 76% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

69th percentile

17%

Faster asset growth than 69% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

72nd percentile

19%

Faster revenue growth than 72% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$141,557

Up $20,302 (+17%) from 2015

Net Assets

Up

$141,557

Up $20,302 (+17%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$103,812

Up $16,871 (+19%) from 2015

Expenses

Up

$83,510

Up $14,601 (+21%) from 2015

Net Income

Up

$20,302

Up $2,270 (+13%) from 2015

Historical Trend

Balance Sheet Trend

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

$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

2016

Assets$141,557
Liabilities$0
Net Assets$141,557

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$103,812
Expenses$83,510
Net Income$20,302
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jul 27, 2017
Return Version
2015v3.0
Gross Receipts
$126,537
Mission and Program Overview

Mission

See schedule O

Program Services

DescriptionGrantsExpenses
Funded school computers library equipment books supplies class field trip scholarships publication of a class directory and awards for students$1,711$57,941
Funded grants for classroom supplies and for literacy and other extracurricular programs as well as grants to students for academy excellence$6,689$13,340
Funded meetings and receptions for the school community some of which included-$10,484
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
HIROKO ASPICo-ChairPT$0--
SANDRA WESEMANNCo-ChairPT$0--
RACHEL KALVERTSecretary-$0--
KATE MOSSCHANDREASMember-$0--
SOPHIE BRODERICKMember-$0--
SARAH JOHNSON WEINGARTMember-$0--
KATHRYN McHUGHTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Pumpkinfest$33,252$25,527$15,750$9,777
Auction$22,703-$3,205-
Total Events$66,687$36,259$22,725$13,534
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
KATHRYN McHUGH
Title
Treasurer
Phone
6178794600
Signed
2017-07-27
Discuss with paid preparer
Yes

Preparer

Firm
John M Monticone CPA
Address
5 High Street Suite 207, Medford, MA 02155
Preparer
John M Monticone CPA
Phone
7813950024
Supplemental Narrative

Additional Explanations

General explanation attachment

Form 990EZ- Part III, Primary Exempt Purpose: to foster communication, understanding and cooperation among parents and teachers in order to benefit all students at William H. Lincoln School of Brookline, MA

List of grants and similar amounts paid Part I line 10

Activity Funded Grants for Classroom Supplies Grantee William H Lincoln School Extended Street 19 Kennard Road City, State, Zip Brookline, MA 02445Relationship Parents Teachers Organization Amount 1,711Activity Funded Grants for Classroom Supplies Grantee William H Lincoln School Street 19 Kennard Road City, State, Zip Brookline, MA 02445Relationship Parents Teachers Organization Amount 6,689

Description of other expenses Part I line 16

Description AmountProgram Expense 68,188Directors & Officers Liability Ins. 569Office Supplies 428Other Misc. Business expense 171Website Expenses 719Program Supplies 2,763Prof. Development for teachers 1,224Other Misc. Program Costs 301

Raw XML Appendix192 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/PersonNm5SARAH JOHNSON WEINGART
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-CHAIR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3MEMBER
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
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IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 990EZ- Part III, Primary Exempt Purpose: to foster communication, understanding and cooperation among parents and teachers in order to benefit all students at William H. Lincoln School of Brookline, MA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Funded Grants for Classroom Supplies Grantee William H Lincoln School Extended Street 19 Kennard Road City, State, Zip Brookline, MA 02445Relationship Parents Teachers Organization Amount 1,711Activity Funded Grants for Classroom Supplies Grantee William H Lincoln School Street 19 Kennard Road City, State, Zip Brookline, MA 02445Relationship Parents Teachers Organization Amount 6,689
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountProgram Expense 68,188Directors & Officers Liability Ins. 569Office Supplies 428Other Misc. Business expense 171Website Expenses 719Program Supplies 2,763Prof. Development for teachers 1,224Other Misc. Program Costs 301
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0General explanation attachment
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other expenses Part I line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHRYN McHUGH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06178794600
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-27
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/PreparerFirmGrp/PreparerFirmEIN0042666565
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0John M Monticone CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05 High Street Suite 207
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Medford
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002155
ReturnHeader/PreparerPersonGrp/PhoneNum07813950024
ReturnHeader/PreparerPersonGrp/PreparationDt02017-08-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John M Monticone CPA
ReturnHeader/ReturnTs02017-08-08T13:38:12-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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