Civic Intelligence

Burgess Elementary School PTO

990EZ • Fiscal year 2012 • EIN 04-3577534

Sep 01, 2011 to Aug 31, 2012 • Filed on Sep 17, 2012

Organization ProfileWWW.BURGESSPTO.HOMESTEAD.COM
45 Burgess School Rd01566-1052
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

16th percentile

-21%

Higher net margin than 16% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

20th percentile

-21%

Faster asset growth than 20% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

25th percentile

-18%

Faster revenue growth than 25% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$52,061

Down $13,850 (-21%) from 2011

Net Assets

Down

$52,061

Down $13,850 (-21%) from 2011

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin16th percentile

Revenue

Down

$65,493

Down $14,145 (-18%) from 2011

Expenses

Up

$79,343

Up $11,935 (+18%) from 2011

Net Income

Down

-$13,850

Down $26,080 (-213%) from 2011

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$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

2012

Assets$52,061
Liabilities-
Net Assets$52,061
Open 2012 Filing

Operations Trend

Revenue Growth25th percentile

Revenue, expenses, and net income across loaded years, with this 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

2012

Revenue$65,493
Expenses$79,343
Net Income-$13,850
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2011 to Aug 31, 2012
Signed
Sep 17, 2012
Return Version
2011v1.2
Mission and Program Overview

Mission

Teacher and parent support

Filing and Contact Details

Filer

EIN
04-3577534
Raw XML Appendix179 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/CashSavingsAndInvestments/EOY052061
IRS990EZ/ContributionsGiftsGrantsEtc01093
IRS990EZ/CostOfGoodsSold00
IRS990EZ/CostOtherBasisAndSalesExpenses00
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagedInExcessBenefitTrans0false
IRS990EZ/EngageInLobbyingActivities0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear0-13850
IRS990EZ/FeesAndOthPymtToIndContractors0700
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
IRS990EZ/FundraisingGrossIncome064069
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IRS990EZ/GamingGrossIncome00
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IRS990EZ/InvestmentIncome0331
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IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MembershipDues00
IRS990EZ/MethodOfAccountingCash0X
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IRS990EZ/NetAssetsOrFundBalancesEOY052061
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine109 STEARNS DRIVE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine1176 BREAKNECK RD
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine1211 CHERRY BROOK CIRCLE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine1310 CHERRY BROOK CIRCLE
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode301566
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition110.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition210.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition310.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0LAURIE PLACELLA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1WENDY LENNON
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2LYNN MILLS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3LEANNE HAMMOND
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2TREASURER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3SECRETARY
IRS990EZ/OperatingSchool0false
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherExpensesTotal078457
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0TEACHER AND PARENT SUPPORT
IRS990EZ/PrintingPublicationsPostage0186
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0THE ORGANIZATION PROMOTED EFFECTIVE AND OPEN COMMUNICATION AMOUNG PARENTS, GUARDIANS, SCHOOL STAFF, AND SCHOOL ADMIN. VARIOUS FUNDRAISING ACTIVITIES TO BENEFIT THE STUDENTS.
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses078643
IRS990EZ/ProgramServiceRevenue00
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SpecialEventsDirectExpenses00
IRS990EZ/SpecialEventsNetIncomeLoss064069
IRS990EZ/StatesWhereCopyOfReturnIsFiled0MA
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine1045 BURGESS SCHOOL RD
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0STURBRIDGE
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0MA
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode001566
IRS990EZ/TheBooksAreInCareOf/NamePerson0LYNN MILLS
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber05083474950
IRS990EZ/TotalAssets/BOY065911
IRS990EZ/TotalAssets/EOY052061
IRS990EZ/TotalExpenses079343
IRS990EZ/TotalProgramServiceExpenses078643
IRS990EZ/TotalRevenue065493
IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg0false
IRS990EZ/WebSite0N/A
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYear01093
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus1Year0356
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus2Years0142
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus3Years0580
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus4Years0304
IRS990ScheduleA/GiftsGrantsContribReceived509/Total02475
IRS990ScheduleA/GrossInvestmentIncome170/Total00
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYear0331
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus1Year0433
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus2Years025
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus3Years023
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus4Years022
IRS990ScheduleA/GrossInvestmentIncome509/Total0834
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYear064069
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus1Year078849
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus2Years069892
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus3Years079162
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus4Years073192
IRS990ScheduleA/GrossReceiptsFromAdmissions/Total0365164
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYear0331
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus1Year0433
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus2Years025
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus3Years023
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus4Years022
IRS990ScheduleA/InvestmentIncomeAndUBTI/Total0834
IRS990ScheduleA/InvestmentIncomePercentage00.00230
IRS990ScheduleA/PriorYearSupportPercentage00.99870
IRS990ScheduleA/PriorYrInvestIncomePercentage00.00130
IRS990ScheduleA/PubliclySupportedOrg509a20X
IRS990ScheduleA/PublicSupportPercentage50900.99770
IRS990ScheduleA/PublicSupportPertcentage17000
IRS990ScheduleA/PublicSupportTotal17000
IRS990ScheduleA/PublicSupportTotal5090367639
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IRS990ScheduleA/Total509/CurrentTaxYearMinus3Years079742
IRS990ScheduleA/Total509/CurrentTaxYearMinus4Years073496
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IRS990ScheduleG/EventsInformation/NameOfEvent10JOGATHON
IRS990ScheduleG/EventsInformation/NameOfEvent20BOURNEDALE INCOME FUNDRASING
IRS990ScheduleG/EventsInformation/NetIncomeSummary064069
IRS990ScheduleO/GeneralExplanation/Explanation0CAMP BOURNEDALE 39464. CULTURAL ARTS 7665. FIELD TRIPS 4011. NEWSLETTER 2180. TEACHER APPRECIATION EXPE 2533. SCHOOL SUPPLIES & OTHER 15621. OTHER SCHOOL RELATED PROG 5709. PLAYGROUND 490. FILING FEES 35. INSURANCE 749.
IRS990ScheduleO/GeneralExplanation/Identifier0Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0043577534
ReturnHeader/Filer/Name/BusinessNameLine10BURGESS ELEMENTARY SCHOOL PTO
ReturnHeader/Filer/NameControl0BURG
ReturnHeader/Filer/Phone05083474950
ReturnHeader/Filer/USAddress/AddressLine1045 BURGESS SCHOOL RD
ReturnHeader/Filer/USAddress/City0STURBRIDGE
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode0015661052
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-09-17
ReturnHeader/Officer/Name0LYNN MILLS
ReturnHeader/Officer/Phone05083474950
ReturnHeader/Officer/Title0SHARON MROTEK
ReturnHeader/Preparer/DatePrepared02013-04-12
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10PETER B PLUMB CPA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1083 CHURCH ST
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ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0015881415
ReturnHeader/Preparer/Name0PETER B PLUMB CPA
ReturnHeader/Preparer/Phone05082348311
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02011-09-01
ReturnHeader/TaxPeriodEndDate02012-08-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02013-04-12T17:57:40-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$52,061
Liabilities
-
Net assets
$52,061
Revenue
$65,493
Expenses
$79,343
Net income
-$13,850
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