Civic Intelligence

Burgess Elementary School PTO

EIN 04-3577534 • 501(c)3 • Sturbridge, MA

Pub. 78 Eligible

Profile

Teacher and parent support

45 Burgess School RoadSturbridge, MA 01566

www.burgesspto.homestead.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

82nd percentile

31%

Higher net margin than 82% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

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

Asset Growth

85th percentile

40%

Faster asset growth than 85% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

80th percentile

34%

Faster revenue growth than 80% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$86,421

Down $15,920 (-16%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$86,421

Down $15,920 (-16%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin82nd percentile

Revenue

Down

$64,377

Down $30,562 (-32%) from 2023

Expenses

Down

$57,007

Down $8,613 (-13%) from 2023

Net Income

Down

$7,370

Down $21,949 (-75%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth85th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2011: $65,911Net Assets 2011: $65,9112011Assets 2012: $52,061Net Assets 2012: $52,0612012Assets 2013: $81,064Liabilities 2013: $0Net Assets 2013: $81,0642013Assets 2014: $104,666Liabilities 2014: $0Net Assets 2014: $104,6662014Assets 2015: $84,958Liabilities 2015: $0Net Assets 2015: $84,9582015Assets 2016: $96,481Liabilities 2016: $0Net Assets 2016: $96,4812016Assets 2017: $63,960Liabilities 2017: $0Net Assets 2017: $63,9602017Assets 2018: $55,802Liabilities 2018: $0Net Assets 2018: $55,8022018Assets 2019: $59,067Liabilities 2019: $0Net Assets 2019: $59,0672019Assets 2020: $50,779Liabilities 2020: $0Net Assets 2020: $50,7792020Assets 2021: $64,868Liabilities 2021: $0Net Assets 2021: $64,8682021Assets 2022: $73,022Liabilities 2022: $0Net Assets 2022: $73,0222022Assets 2023: $102,341Liabilities 2023: $0Net Assets 2023: $102,3412023Assets 2024: $86,421Liabilities 2024: $0Net Assets 2024: $86,4212024

Highlighted filing

2024

Assets$86,421
Liabilities$0
Net Assets$86,421
Open 2024 Filing

Operations Trend

Revenue Growth80th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2011: $79,638Expenses 2011: $67,408Net Income 2011: $12,2302011Revenue 2012: $65,493Expenses 2012: $79,343Net Income 2012: -$13,8502012Revenue 2013: $94,996Expenses 2013: $65,993Net Income 2013: $29,0032013Revenue 2014: $70,915Expenses 2014: $47,313Net Income 2014: $23,6022014Revenue 2015: $93,034Expenses 2015: $85,223Net Income 2015: $7,8112015Revenue 2016: $95,771Expenses 2016: $84,248Net Income 2016: $11,5232016Revenue 2017: $39,495Expenses 2017: $72,016Net Income 2017: -$32,5212017Revenue 2018: $24,867Expenses 2018: $33,025Net Income 2018: -$8,1582018Revenue 2019: $28,456Expenses 2019: $25,191Net Income 2019: $3,2652019Revenue 2020: $11,881Expenses 2020: $20,169Net Income 2020: -$8,2882020Revenue 2021: $38,110Expenses 2021: $24,021Net Income 2021: $14,0892021Revenue 2022: $70,720Expenses 2022: $62,566Net Income 2022: $8,1542022Revenue 2023: $94,939Expenses 2023: $65,620Net Income 2023: $29,3192023Revenue 2024: $64,377Expenses 2024: $57,007Net Income 2024: $7,3702024

Highlighted filing

2024

Revenue$64,377
Expenses$57,007
Net Income$7,370
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$86,421
Liabilities
$0
Net assets
$86,421
Revenue
$64,377
Expenses
$57,007
Net income
$7,370
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.64$0.57$0.07
2023Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.95$0.66$0.29
2022Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.71$0.63$0.08
2021Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$0.38$0.24$0.14
2020Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.12$0.20$0.08
2019Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$0.28$0.25$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.25$0.33$0.08
2017Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.39$0.72$0.33
2016Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.96$0.84$0.12
2015Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.93$0.85$0.08
2014Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.71$0.47$0.24
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.81$0.00$0.81$0.95$0.66$0.29
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.52$0.52$0.65$0.79$0.14
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.66$0.66$0.80$0.67$0.12
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Jan 27, 2025
Return Version
2023v6.0
Gross Receipts
$64,377
Mission and Program Overview

Mission

Teacher and parent support

Program Services

DescriptionGrantsExpenses
The organization promoted effective and open communication among parents, guardians, school staff, and the school admin. Various fundraising activities to benefit the students.-$27,932
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ana DoughertyPresidentPT$0--
Darci AndradeVice PresidentPT$0--
Meghan AgnewTreasurerPT$0--
Meghan BuckleySecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jogathan$52,093$52,093-$52,093
Book Fairs$7,533$7,533-$7,533
Total Events$64,377$64,377-$64,377
Filing and Contact Details

Filer

Filer Name
Burgess Elementary School PTO
EIN
04-3577534
Address
45 Burgess School Road, Sturbridge, MA 01566

Signing Officer

Name
Meghan Agnew
Title
Treasurer
Phone
5088646396
Signed
2025-01-27
Discuss with paid preparer
Yes

Preparer

Firm
Cormier & Rea Inc
Address
73 Main Street, Sturbridge, MA 01566
Preparer
Jonathan P Cormier EA
Phone
5084560855
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountField Trips 2,622Program Support 611Technology 2,500Field Day 1,5926th Grade Gift 2,407Office Supplies 101Teacher/Classroom Supplies 7,439Teacher Appreciation 2,987Insurance 813Talent Show 850Reading Programs 1,434Book Fair 78Jog a Thon 385Other 3,327Connection 350Prior Year 29,075”

Other changes in net assets or fund balances Part I line 20

“Description AmountPrior Period adjustment (23,290)”

Raw XML Appendix161 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/PersonNm0Meghan Agnew
IRS990EZ/BooksInCareOfDetail/PhoneNum05088646396
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt045 Burgess School Rd
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Sturbridge
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001566
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0102341
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt086421
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02155
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07370
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0436
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt086421
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IRS990EZ/GrossReceiptsAmt064377
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0102341
IRS990EZ/NetAssetsOrFundBalancesEOYAmt086421
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt086421
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Ana Dougherty
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Darci Andrade
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Meghan Agnew
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Meghan Buckley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt0-23290
IRS990EZ/OtherExpensesTotalAmt056571
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Teacher and Parent Support
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The organization promoted effective and open communication among parents, guardians, school staff, and the school admin. Various fundraising activities to benefit the students.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt027932
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt062222
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt057007
IRS990EZ/TotalProgramServiceExpensesAmt027932
IRS990EZ/TotalRevenueAmt064377
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.burgesspto.homestead.com
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02155
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02936
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0489
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0274
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02983
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt092103
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt083131
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt038110
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt011881
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0294693
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Book Fairs
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Jogathan
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt07533
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt052093
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt04751
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt07533
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt052093
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt04751
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt064377
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt064377
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt04
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountField Trips 2,622Program Support 611Technology 2,500Field Day 1,5926th Grade Gift 2,407Office Supplies 101Teacher/Classroom Supplies 7,439Teacher Appreciation 2,987Insurance 813Talent Show 850Reading Programs 1,434Book Fair 78Jog a Thon 385Other 3,327Connection 350Prior Year 29,075
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountPrior Period adjustment (23,290)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other changes in net assets or fund balances Part I line 20
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Meghan Agnew
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05088646396
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-01-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Burgess Elementary School PTO
ReturnHeader/Filer/BusinessNameControlTxt0BURG
ReturnHeader/Filer/EIN0043577534
ReturnHeader/Filer/USAddress/AddressLine1Txt045 Burgess School Road
ReturnHeader/Filer/USAddress/CityNm0Sturbridge
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001566
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0475096599
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Cormier & Rea Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt073 Main Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sturbridge
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001566
ReturnHeader/PreparerPersonGrp/PhoneNum05084560855
ReturnHeader/PreparerPersonGrp/PreparationDt02025-01-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jonathan P Cormier EA
ReturnHeader/ReturnTs02025-01-27T15:44:23-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-09-01
ReturnHeader/TaxPeriodEndDt02024-08-31
ReturnHeader/TaxYr02023

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