Civic Intelligence

Galvin Middle School PTO Inc

990EZ • Fiscal year 2018 • EIN 04-3522283

Aug 01, 2017 to Jul 31, 2018 • Filed on Nov 15, 2018

Organization Profilen/a
525 Main StreetWakefield, MA 01880

(781) 246-6410

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

66th percentile

11%

Higher net margin than 66% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

52nd percentile

2.7%

Faster asset growth than 52% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

97th percentile

226%

Faster revenue growth than 97% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$38,107

Up $1,005 (+2.7%) from 2017

Net Assets

$38,107

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin66th percentile

Revenue

Up

$34,004

Up $23,575 (+226%) from 2017

Expenses

Up

$30,098

Up $10,059 (+50%) from 2017

Net Income

Up

$3,906

Up $13,516 (+141%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$60K$40K$20K$0Assets 2017: $37,102Liabilities 2017: $02017Assets 2018: $38,107Liabilities 2018: $0Net Assets 2018: $38,1072018Assets 2019: $35,648Liabilities 2019: $0Net Assets 2019: $35,6482019Assets 2020: $40,721Liabilities 2020: $0Net Assets 2020: $40,7212020Assets 2021: $40,820Liabilities 2021: $0Net Assets 2021: $40,8202021Assets 2022: $45,766Liabilities 2022: $0Net Assets 2022: $45,7662022Assets 2023: $50,563Liabilities 2023: $0Net Assets 2023: $50,5632023Assets 2024: $45,473Liabilities 2024: $0Net Assets 2024: $45,4732024Assets 2025: $51,495Liabilities 2025: $0Net Assets 2025: $51,4952025

Highlighted filing

2018

Assets$38,107
Liabilities$0
Net Assets$38,107
Open 2018 Filing

Operations Trend

Revenue Growth97th percentile

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

$40K$20K$0-$20KRevenue 2017: $10,429Expenses 2017: $20,039Net Income 2017: -$9,6102017Revenue 2018: $34,004Expenses 2018: $30,098Net Income 2018: $3,9062018Revenue 2019: $25,345Expenses 2019: $27,804Net Income 2019: -$2,4592019Revenue 2020: $20,114Expenses 2020: $15,041Net Income 2020: $5,0732020Revenue 2021: $25,581Expenses 2021: $25,482Net Income 2021: $992021Revenue 2022: $20,750Expenses 2022: $15,804Net Income 2022: $4,9462022Revenue 2023: $36,877Expenses 2023: $32,080Net Income 2023: $4,7972023Revenue 2024: $34,361Expenses 2024: $39,451Net Income 2024: -$5,0902024Revenue 2025: $35,114Expenses 2025: $29,092Net Income 2025: $6,0222025

Highlighted filing

2018

Revenue$34,004
Expenses$30,098
Net Income$3,906
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2017 to Jul 31, 2018
Signed
Nov 15, 2018
Return Version
2017v2.3
Gross Receipts
$43,522
Mission and Program Overview

Mission

To raise funds for the educational benefit of the students, faculty and staff of the Galvin Middle School in Wakefield Massachusetts

Program Services

DescriptionGrantsExpenses
school-wide social activities$0$16,440
school-wide enrichment programs$0$7,401
faculty & staff appreciation events & activities$0$1,599
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Marcie SchusterCo-PresidentPT$0--
Renee DeSimoneCo-PresidentPT$0--
Jennifer DeCourcyVice PresidentPT$0--
Karen RiddellTreasurerPT$0--
Toni McGeeSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Color-a-thon$15,400$15,400$1,819$13,581
Scholastic Books$8,834$8,834$7,640$1,194
Total Events$27,063$27,063$9,518$17,545
Filing and Contact Details

Filer

Filer Name
Galvin Middle School PTO Inc
EIN
04-3522283
Phone
7812466410
Address
525 Main Street, Wakefield, MA 01880

Signing Officer

Name
Marcie Schuster
Title
Co-President
Phone
7812466410
Signed
2018-11-15

Preparer

Firm
Robert D Underwood CPA PC
Address
146 Lowell Street Suite 300A-2, Wakefield, MA 01880-1985
Preparer
Robert D Underwood CPA
Phone
7812451615
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8 - Other Revenue

“Description: Interest income. Amount: 22.”

Form 990-EZ, Part I, Line 16 - Other Expenses

“Description: Various program service expenditures. Amount: 27,193. Description: Bank charges. Amount: 101. Description: Materials & supplies. Amount: 479. Description: Donations. Amount: 1,075. Total to Form 990-EZ, line 16: 28,848.”

Raw XML Appendix188 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
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IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Karen Riddell
IRS990EZ/BooksInCareOfDetail/PhoneNum07812466410
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0c/o Galvin Middle School 525 Main
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt0Street
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Wakefield
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001880
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt034201
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IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt034201
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Marcie Schuster
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Renee DeSimone
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jennifer DeCourcy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Karen Riddell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Toni McGee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Co-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Co-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt028848
IRS990EZ/OtherRevenueTotalAmt022
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0To raise funds for the educational benefit of the students, faculty and staff of the Galvin Middle School in Wakefield Massachusetts
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0school-wide enrichment programs
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1school-wide social activities
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2faculty & staff appreciation events & activities
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt07401
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt116440
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21599
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt09518
IRS990EZ/SpecialEventsNetIncomeLossAmt017545
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt030098
IRS990EZ/TotalProgramServiceExpensesAmt025440
IRS990EZ/TotalRevenueAmt034004
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0n/a
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The entity's tax exempt status as a 501(c)(3) organization was approved effective January 18, 2017 resulting in a short initial fiscal year.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Form 990-EZ, Schedule A, Part VI
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt016437
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0296
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt016733
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt022
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt011
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt033
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt027063
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt017766
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt044829
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt022
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt011
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt033
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt061562
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt043500
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt018062
IRS990ScheduleA/Total509Grp/TotalAmt061562
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt043522
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt018073
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt061595
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt09518
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Color-a-thon
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Scholastic Books
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt015400
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt08834
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt02829
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt027063
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt015400
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt08834
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt02829
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt027063
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt017545
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt059
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt09518
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01819
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt07640
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt06
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Interest income. Amount: 22.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: Various program service expenditures. Amount: 27,193. Description: Bank charges. Amount: 101. Description: Materials & supplies. Amount: 479. Description: Donations. Amount: 1,075. Total to Form 990-EZ, line 16: 28,848.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8 - Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16 - Other Expenses
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Marcie Schuster
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Co-President
ReturnHeader/BusinessOfficerGrp/PhoneNum07812466410
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Galvin Middle School PTO Inc
ReturnHeader/Filer/BusinessNameControlTxt0GALV
ReturnHeader/Filer/EIN0043522283
ReturnHeader/Filer/PhoneNum07812466410
ReturnHeader/Filer/USAddress/AddressLine1Txt0525 Main Street
ReturnHeader/Filer/USAddress/CityNm0Wakefield
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001880
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D529E8D19EA54563AF21428770036C7B83C4AFB8
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D529E8D19EA54563AF21428770036C7B83C4AFB8
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0100.0.98.113
ReturnHeader/FilingSecurityInformation/IPDt02018-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm011:31:04
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043375794
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Robert D Underwood CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0146 Lowell Street Suite 300A-2
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Wakefield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0018801985
ReturnHeader/PreparerPersonGrp/PhoneNum07812451615
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert D Underwood CPA
ReturnHeader/ReturnTs02018-12-03T15:48:56-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-08-01
ReturnHeader/TaxPeriodEndDt02018-07-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$38,107
Liabilities
$0
Net assets
$38,107
Revenue
$34,004
Expenses
$30,098
Net income
$3,906
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$51.5$0.00$51.5$35.1$29.1$6.02
2024Detailed filing. Detailed filing data is available for this year.$45.5$0.00$45.5$34.4$39.5$5.09
2023Detailed filing. Detailed filing data is available for this year.$50.6$0.00$50.6$36.9$32.1$4.80
2022Detailed filing. Detailed filing data is available for this year.$45.8$0.00$45.8$20.8$15.8$4.95
2021Detailed filing. Detailed filing data is available for this year.$40.8$0.00$40.8$25.6$25.5$0.10
2020Detailed filing. Detailed filing data is available for this year.$40.7$0.00$40.7$20.1$15.0$5.07
2019Detailed filing. Detailed filing data is available for this year.$35.6$0.00$35.6$25.3$27.8$2.46
2018Detailed filing. Detailed filing data is available for this year.$38.1$0.00$38.1$34.0$30.1$3.91
2017Summary only. Only limited summary data is available for this year.$37.1$0.00$10.4$20.0$9.61