Civic Intelligence

William H Lincoln School PTO

990EZ • Fiscal year 2019 • EIN 04-3501001

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 15, 2019

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

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

78th percentile

23%

Higher net margin than 78% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

60th percentile

8.4%

Faster asset growth than 60% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

21st percentile

-25%

Faster revenue growth than 21% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$167,209

Up $12,897 (+8.4%) from 2018

Net Assets

Up

$167,209

Up $12,897 (+8.4%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$56,433

Down $18,345 (-25%) from 2018

Expenses

Down

$43,536

Down $26,093 (-37%) from 2018

Net Income

Up

$12,897

Up $7,748 (+150%) from 2018

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

2019

Assets$167,209
Liabilities$0
Net Assets$167,209

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

2019

Revenue$56,433
Expenses$43,536
Net Income$12,897
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 15, 2019
Return Version
2018v3.1
Gross Receipts
$82,254
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 forcontinued on Schedule O$1,910$18,189
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-$13,938
SUPPORT STUDENTS AND FAMILIES We have provided the following support to some 565 students and their families Purchase of supplemental library bookscontinued on Schedule O-$5,109
Other program services-$2,435
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SARAH WEINGARTMember At Large-$0--
JULIE LACYCo-President-$0--
WENDY SHERIDAN AMESCo-President-$0--
HOLLY REILCo-President-$0--
BELINDA HSUMember At Large-$0--
SARA SCOTTSecretary-$0--
VONZELLA F BRYANTTreasurerPT$0--
MELISA LETTERMANMember At Large-$0--
STUART MARQUISMember At Large-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Pumpkinfest$31,358$31,358$8,196$23,162
Readathon$8,838$8,838$786$8,052
Total Events$59,215$53,745$25,821$27,924
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
Vonzella F Bryant
Title
Treasurer
Phone
6178794600
Signed
2019-11-15
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, 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.

List of grants and similar amounts paid Part I line 10

Activity Funded Grants for Classroom Supplies Grantee William H Lincoln School Street 19 Kennard Road City, State, Zip Brookline, MA 02445Relationship Parents Teachers Organization Amount 1,910

Description of other expenses Part I line 16

Description AmountProgram Expense 37,761Directors & Officers Liability Ins. 484Small equipment and supplies 522Website and Electronic Platforms 448Other Misc. Business expense 267Meetings and Receptions 512Bookkeeping fees 450Filing fees 35

Other program services Part III line 31

PTO COMMITTES: The Organization have created and sponsored several committees to promote the objectives and interest of the William H. Lincoln School PTO.

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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 bookscontinued on Schedule O
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SUPPORT TEACHER AND CLASSROOM We have provided the following support to our 90 teachers learning specialist and staff purchased software technology forcontinued on Schedule O
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SUPPORT 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
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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/ExplanationTxt1Activity Funded Grants for Classroom Supplies Grantee William H Lincoln School Street 19 Kennard Road City, State, Zip Brookline, MA 02445Relationship Parents Teachers Organization Amount 1,910
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountProgram Expense 37,761Directors & Officers Liability Ins. 484Small equipment and supplies 522Website and Electronic Platforms 448Other Misc. Business expense 267Meetings and Receptions 512Bookkeeping fees 450Filing fees 35
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PTO COMMITTES: The Organization have created and sponsored several committees to promote the objectives and interest of the William H. Lincoln School PTO.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other program services Part III line 31
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ReturnHeader/PreparerPersonGrp/PhoneNum07813950024
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John M Monticone CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-11-04T09:23:30-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

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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