Civic Intelligence

Burr School PTO Inc.

990EZ • Fiscal year 2019 • EIN 04-3574938

Sep 01, 2018 to Aug 31, 2019 • Filed on Dec 10, 2019

171 Pine StreetAuburndale, MA 02466

(617) 559-9360

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

8th percentile

-52%

Higher net margin than 8% 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

13th percentile

-35%

Faster asset growth than 13% of similar nonprofits.

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

Revenue Growth

41st percentile

-4.3%

Faster revenue growth than 41% of similar nonprofits.

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

Assets

Down

$47,978

Down $26,338 (-35%) from 2018

Net Assets

Down

$47,978

Down $26,338 (-35%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$50,440

Down $2,257 (-4.3%) from 2018

Expenses

Up

$76,778

Up $20,145 (+36%) from 2018

Net Income

Down

-$26,338

Down $22,402 (-569%) 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: $63,787Liabilities 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

2019

Assets$47,978
Liabilities$0
Net Assets$47,978

Operations Trend

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

2019

Revenue$50,440
Expenses$76,778
Net Income-$26,338
Jump To
Filing Snapshot
Filing Period
Sep 1, 2018 to Aug 31, 2019
Signed
Dec 10, 2019
Return Version
2018v3.1
Gross Receipts
$71,674
Mission and Program Overview

Mission

Parent teacher organization

Program Services

DescriptionGrantsExpenses
PARENT TEACHER ORGANIZATION-$76,778
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LEAH SCHWARTZTreasurerPT$0--
JONATHAN SPACKCo PresidentPT$0--
SPENCER POOLECo PresidentPT$0--
JENNIFER REALECo PresidentPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$17,890$17,890$5,256$12,634
Winter Sport$7,858$7,858$2,880$4,978
Total Events$30,955$30,955$15,206$15,749
Filing and Contact Details

Filer

Filer Name
Burr School Pto Inc
EIN
04-3574938
Phone
6175599360
Address
171 PINE STREET, AUBURNDALE, MA 02466

Signing Officer

Name
Leah Schwartz
Title
Treasurer
Phone
9783415045
Signed
2019-12-10
Discuss with paid preparer
Yes

Preparer

Firm
Silverman & Polito Cpas LLC
Address
190 N MAIN ST, NATICK, MA 01760
Preparer
Christopher J Polito CPA
Phone
5086262200
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses 5th grade activities 4,036 book room 5,436 capp 1,250 cas 16,633 color day 60 copy expense 510 fall picnic 177 forj 885 garden classroom 626 green team 181 hospitality 64 insurance 923 international potluck 557 library 889 lunar new year 297 other expenses 994 principal discretionary 3,095 pto operations 1,279 school sign 2,496 spring picnic 449 tbd events 963 teacher appreciation 2,707 teacher coffee 231 teacher supplies 5,687 technology 24,946 understanding our differe 400 world fair 891 total 76,662

Raw XML Appendix173 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/BooksInCareOfDetail/PhoneNum06175599360
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CO PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CO PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt076662
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
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IRS990EZ/PrintingPublicationsPostageAmt0116
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt076778
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt018589
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TotalExpensesAmt076778
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IRS990EZ/TotalRevenueAmt050440
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt022092
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES 5TH GRADE ACTIVITIES 4,036 BOOK ROOM 5,436 CAPP 1,250 CAS 16,633 COLOR DAY 60 COPY EXPENSE 510 FALL PICNIC 177 FORJ 885 GARDEN CLASSROOM 626 GREEN TEAM 181 HOSPITALITY 64 INSURANCE 923 INTERNATIONAL POTLUCK 557 LIBRARY 889 LUNAR NEW YEAR 297 OTHER EXPENSES 994 PRINCIPAL DISCRETIONARY 3,095 PTO OPERATIONS 1,279 SCHOOL SIGN 2,496 SPRING PICNIC 449 TBD EVENTS 963 TEACHER APPRECIATION 2,707 TEACHER COFFEE 231 TEACHER SUPPLIES 5,687 TECHNOLOGY 24,946 UNDERSTANDING OUR DIFFERE 400 WORLD FAIR 891 TOTAL 76,662
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LEAH SCHWARTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09783415045
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-12-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BURR SCHOOL PTO INC
ReturnHeader/Filer/BusinessNameControlTxt0BURR
ReturnHeader/Filer/EIN0043574938
ReturnHeader/Filer/PhoneNum06175599360
ReturnHeader/Filer/USAddress/AddressLine1Txt0171 PINE STREET
ReturnHeader/Filer/USAddress/CityNm0AUBURNDALE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002466
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ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm014:11:35
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810784412
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SILVERMAN & POLITO CPAS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0190 N MAIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NATICK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001760
ReturnHeader/PreparerPersonGrp/PhoneNum05086262200
ReturnHeader/PreparerPersonGrp/PreparationDt02019-12-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTOPHER J POLITO CPA
ReturnHeader/ReturnTs02019-12-10T14:11:35-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-09-01
ReturnHeader/TaxPeriodEndDt02019-08-31
ReturnHeader/TaxYr02018

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Filings