Civic Intelligence

Burr School PTO Inc.

990EZ • Fiscal year 2018 • EIN 04-3574938

Sep 01, 2017 to Aug 31, 2018 • Filed on Nov 14, 2018

Organization ProfileBURRPTO.ORG
171 Pine StreetAuburndale, MA 02466

(978) 341-5045

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

27th percentile

-7.5%

Higher net margin than 27% 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

36th percentile

-5.0%

Faster asset growth than 36% of similar nonprofits.

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

Revenue Growth

16th percentile

-33%

Faster revenue growth than 16% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$74,316

Down $3,936 (-5.0%) from 2017

Net Assets

$74,316

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin27th percentile

Revenue

Down

$52,697

Down $25,640 (-33%) from 2017

Expenses

Down

$56,633

Down $19,852 (-26%) from 2017

Net Income

Down

-$3,936

Down $5,788 (-313%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$200K$150K$100K$50K$0Assets 2011: $63,787Liabilities 2011: $02011Assets 2012: $70,408Liabilities 2012: $02012Assets 2013: $75,515Liabilities 2013: $02013Assets 2014: $199,435Liabilities 2014: $02014Assets 2017: $78,252Liabilities 2017: $02017Assets 2018: $74,316Liabilities 2018: $0Net Assets 2018: $74,3162018Assets 2019: $47,978Liabilities 2019: $0Net Assets 2019: $47,9782019Assets 2020: $70,108Liabilities 2020: $0Net Assets 2020: $70,1082020Assets 2023: $62,214Liabilities 2023: $0Net Assets 2023: $62,2142023Assets 2024: $66,871Liabilities 2024: $0Net Assets 2024: $66,8712024Assets 2025: $67,566Net Assets 2025: $67,5662025

Highlighted filing

2018

Assets$74,316
Liabilities$0
Net Assets$74,316
Open 2018 Filing

Operations Trend

Revenue Growth16th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $55,445Expenses 2011: $31,725Net Income 2011: $23,7202011Revenue 2012: $48,042Expenses 2012: $41,421Net Income 2012: $6,6212012Revenue 2013: $43,379Expenses 2013: $39,766Net Income 2013: $3,6132013Revenue 2014: $153,007Expenses 2014: $29,249Net Income 2014: $123,7582014Revenue 2017: $78,337Expenses 2017: $76,485Net Income 2017: $1,8522017Revenue 2018: $52,697Expenses 2018: $56,633Net Income 2018: -$3,9362018Revenue 2019: $50,440Expenses 2019: $76,778Net Income 2019: -$26,3382019Revenue 2020: $43,035Expenses 2020: $20,909Net Income 2020: $22,1262020Revenue 2023: $50,781Expenses 2023: $47,861Net Income 2023: $2,9202023Revenue 2024: $47,617Expenses 2024: $42,960Net Income 2024: $4,6572024Revenue 2025: $42,462Expenses 2025: $41,767Net Income 2025: $6952025

Highlighted filing

2018

Revenue$52,697
Expenses$56,633
Net Income-$3,936
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2017 to Aug 31, 2018
Signed
Nov 14, 2018
Return Version
2017v2.2
Gross Receipts
$70,366
Mission and Program Overview

Mission

Parent teacher organization

PTO

Program Services

DescriptionGrantsExpenses
PTO--
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEREMY LEWTreasurerPT$0--
KRISTINE MUNROECo PresidentPT$0--
RENEE KRIKORIANSecretaryPT$0--
CRISTAL BALISCo PresidentPT$0--
SPENCER POOLECo PresidentPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$16,791$16,791$3,160$13,631
Winter Sport$10,905$10,905$4,607$6,298
Total Events$27,696$27,696$11,040$16,656
Filing and Contact Details

Filer

Filer Name
Burr School Pto Inc
EIN
04-3574938
Address
171 PINE STREET, AUBURNDALE, MA 02466

Signing Officer

Name
Jeremy Lew
Title
Treasurer
Phone
9783415045
Signed
2018-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Nicolas E DiDonato CPA LLC
Address
81 Middle Street, Concord, MA 01742
Preparer
Nicolas E DiDonato CPA
Phone
9783415045
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amount5th grade activities 3,1025th grade musical 517book room 10,044capp 1,125cas 17,213color day 132copy expense 500other (698)garden classroom 900hospitality 2,281insurance 395library 1,422lunar new year 117online directory 298principal discretionary 3,000pto operations 813spring picnic 449tbd events 351teacher appreciation 249teacher coffee 605teacher supplies 10,475technology 2,133understanding our differences 400world fair 419”

Raw XML Appendix187 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/PersonNm0JEREMY LEW
IRS990EZ/BooksInCareOfDetail/PhoneNum09783415045
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0171 PINE STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0AUBURNDALE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002466
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt078252
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt074316
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt024486
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3936
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt034478
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0482
IRS990EZ/GrossReceiptsAmt070366
IRS990EZ/GrossSalesOfInventoryAmt0482
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt015
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt078252
IRS990EZ/NetAssetsOrFundBalancesEOYAmt074316
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt078252
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt074316
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JEREMY LEW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KRISTINE MUNROE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RENEE KRIKORIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CRISTAL BALIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SPENCER POOLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CO PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CO PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt056242
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PTO
IRS990EZ/PrintingPublicationsPostageAmt0391
IRS990EZ/ProgramServiceRevenueAmt010905
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PTO
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt017669
IRS990EZ/SpecialEventsNetIncomeLossAmt016809
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt056633
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt052697
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt024486
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt033633
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt024950
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt027548
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt082613
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0193230
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt015
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt026
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0158
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0204
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt045865
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt051829
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt037344
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt022374
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt070237
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0227649
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt015
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt05
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0158
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0204
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99950
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0420879
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt070351
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt085462
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt062294
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt049922
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0152850
IRS990ScheduleA/Total509Grp/TotalAmt0420879
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt070366
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt085462
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt062299
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt049948
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0153008
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0421083
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt011040
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0WINTER SPORT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt010905
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt016791
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt027696
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt010905
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt016791
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt027696
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt016656
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt07767
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04607
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03160
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt03273
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt03273
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNT5TH GRADE ACTIVITIES 3,1025TH GRADE MUSICAL 517BOOK ROOM 10,044CAPP 1,125CAS 17,213COLOR DAY 132COPY EXPENSE 500OTHER (698)GARDEN CLASSROOM 900HOSPITALITY 2,281INSURANCE 395LIBRARY 1,422LUNAR NEW YEAR 117ONLINE DIRECTORY 298PRINCIPAL DISCRETIONARY 3,000PTO OPERATIONS 813SPRING PICNIC 449TBD EVENTS 351TEACHER APPRECIATION 249TEACHER COFFEE 605TEACHER SUPPLIES 10,475TECHNOLOGY 2,133UNDERSTANDING OUR DIFFERENCES 400WORLD FAIR 419
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEREMY LEW
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09783415045
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BURR SCHOOL PTO INC
ReturnHeader/Filer/BusinessNameControlTxt0BURR
ReturnHeader/Filer/EIN0043574938
ReturnHeader/Filer/USAddress/AddressLine1Txt0171 PINE STREET
ReturnHeader/Filer/USAddress/CityNm0AUBURNDALE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002466
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C447927392FD8D241EC9BA62AD9604C84669DA38
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C447927392FD8D241EC9BA62AD9604C84669DA38
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId00495862018338pzi2krv
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-12-04
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0184.105.3.6
ReturnHeader/FilingSecurityInformation/IPDt02018-12-04
ReturnHeader/FilingSecurityInformation/IPTm009:53:09
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0460718350
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Nicolas E DiDonato CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt081 Middle Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Concord
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001742
ReturnHeader/PreparerPersonGrp/PhoneNum09783415045
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Nicolas E DiDonato CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-11-29T13:22:18-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-09-01
ReturnHeader/TaxPeriodEndDt02018-08-31
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
$74,316
Liabilities
$0
Net assets
$74,316
Revenue
$52,697
Expenses
$56,633
Net income
-$3,936
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.68$0.68$0.42$0.42$0.01
2024Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.48$0.43$0.05
2023Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.51$0.48$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.43$0.21$0.22
2019Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.50$0.77$0.26
2018Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.53$0.57$0.04
2017Summary only. Only limited summary data is available for this year.$0.78$0.00$0.78$0.76$0.02
2014Summary only. Only limited summary data is available for this year.$1.99$0.00$1.53$0.29$1.24
2013Summary only. Only limited summary data is available for this year.$0.76$0.00$0.43$0.40$0.04
2012Summary only. Only limited summary data is available for this year.$0.70$0.00$0.48$0.41$0.07
2011Summary only. Only limited summary data is available for this year.$0.64$0.00$0.55$0.32$0.24