Burgess Elementary School PTO

990EZ • Fiscal year 2014 • EIN 04-3577534

Sep 01, 2013 to Aug 31, 2014 • Filed on Feb 24, 2014

Organization Profile www.burgesspto.homestead.com

45 Burgess School RdSturbridge, MA 01566-1052

(508) 347-4950

Siviq Scores

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

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

33%

Higher net margin than 86% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

29%

Faster asset growth than 77% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

-25%

Faster revenue growth than 19% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet

Liabilities / Assets55th percentile

Assets

$104,666

Up $23,602 (+29%) from 2013

Net Assets

$104,666

Up $23,602 (+29%) from 2013

Liabilities

Flat

Flat from 2013

Revenue And Expenses

Liabilities / Revenue55th percentile Net Margin86th percentile

Revenue

Down

$70,915

Down $24,081 (-25%) from 2013

Expenses

Down

$47,313

Down $18,680 (-28%) from 2013

Net Income

Down

$23,602

Down $5,401 (-19%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth77th percentile

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

Highlighted filing

2014

Assets$104,666

Liabilities$0

Net Assets$104,666

Open 2014 Filing

Operations Trend

Revenue Growth19th percentile

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

Highlighted filing

2014

Revenue$70,915

Expenses$47,313

Net Income$23,602

Open 2014 Filing

Jump To

Filing Snapshot

Filing Period: Sep 1, 2013 to Aug 31, 2014
Signed: Feb 24, 2014
Return Version: 2013v4.0
Gross Receipts: $70,915

Mission and Program Overview

Mission

Teacher and parent support

Program Services

Description	Grants	Expenses
THE ORGANIZATION PROMOTED EFFECTIVE AND OPEN COMMUNICATION AMOUNG PARENTS, GUARDIANS, SCHOOL STAFF, AND SCHOOL ADMIN. VARIOUS FUNDRAISING ACTIVITIES TO BENEFIT THE STUDENTS.	-	$47,313

Compensation and Service Providers

Top Officer Pay74th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
KELLIE MOATS	President	PT	$0	-	-
JENNIFER BAILEY	Vice President	PT	$0	-	-
SHARON MROTEK	Treasurer	PT	$0	-	-
ALICIA RICE	Secretary	PT	$0	-	-

Fundraising, Events, and Gaming

Fundraising Events

Event	Gross Receipts	Gross Revenue	Direct Expenses	Net Income
Event 2	$16,592	$16,592	-	$16,592
Event 1	$10,044	$10,044	-	$10,044
Total Events	$69,608	$69,608	-	$69,608

Filing and Contact Details

Filer

EIN: 04-3577534
Phone: 5083474950

Signing Officer

Name: Sharon Mrotek
Title: Treasurer
Phone: 5083474950
Signed: 2014-02-24
Discuss with paid preparer: Yes

Preparer

Preparer: Peter B Plumb CPA
Phone: 5082348311

Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Ferry beach payments 19036. Cultural arts 5681. Field trips 3937. Newsletter 2180. Teacher appreciation expe 2512. School supplies & other 5704. Other school related prog 5705. Filing fees 54. Insurance 812. Technology 209. Ferry beach scholarships 600.”

Raw XML Appendix162 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/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MembershipDuesAmt	0	0
IRS990EZ/MethodOfAccountingCashInd	0	X
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	81064
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	10.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	3	0
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	JENNIFER BAILEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	SHARON MROTEK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	ALICIA RICE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	SECRETARY
IRS990EZ/OperateHospitalInd	0	false
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	false
IRS990EZ/OrganizationHadUBIInd	0	false
IRS990EZ/OtherExpensesTotalAmt	0	46430
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	false
IRS990EZ/PrimaryExemptPurposeTxt	0	TEACHER AND PARENT SUPPORT
IRS990EZ/PrintingPublicationsPostageAmt	0	128
IRS990EZ/ProgramServiceRevenueAmt	0	0
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	47313
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SchoolOperatingInd	0	false
IRS990EZ/SpecialEventsDirectExpensesAmt	0	0
IRS990EZ/SpecialEventsNetIncomeLossAmt	0	69608
IRS990EZ/StatesWhereCopyOfReturnIsFldCd	0	MA
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TotalExpensesAmt	0	47313
IRS990EZ/TotalProgramServiceExpensesAmt	0	47313
IRS990EZ/TotalRevenueAmt	0	70915
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	false
IRS990EZ/TypeOfOrganizationCorpInd	0	X
IRS990EZ/WebsiteAddressTxt	0	www.burgesspto.homestead.com
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt	0	1307
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt	0	543
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt	0	1093
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt	0	356
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt	0	142
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt	0	3441
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt	0	0
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt	0	6
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt	0	331
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt	0	433
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt	0	25
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt	0	795
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt	0	69608
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt	0	94447
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt	0	64069
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt	0	78849
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt	0	69892
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt	0	376865
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt	0	6
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt	0	331
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt	0	433
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt	0	25
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt	0	795
IRS990ScheduleA/InvestmentIncomeCYPct	0	0.00210
IRS990ScheduleA/InvestmentIncomePYPct	0	0.00210
IRS990ScheduleA/PubliclySupportedOrg509a2Ind	0	X
IRS990ScheduleA/PublicSupportCY170Pct	0	0
IRS990ScheduleA/PublicSupportCY509Pct	0	0.99790
IRS990ScheduleA/PublicSupportPY509Pct	0	0.99790
IRS990ScheduleA/PublicSupportTotal170Amt	0	0
IRS990ScheduleA/PublicSupportTotal509Amt	0	380306
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind	0	X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt	0	70915
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt	0	79205
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt	0	70034
IRS990ScheduleA/Total509Grp/TotalAmt	0	380306
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt	0	381101
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt	0	10044
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt	0	16592
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt	0	42972
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt	0	69608
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt	0	10044
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt	0	16592
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt	0	42972
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt	0	69608
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt	0	JOGATHON
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt	0	FERRY BEACH CAMP PARENTS
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt	0	69608
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	FERRY BEACH PAYMENTS 19036. CULTURAL ARTS 5681. FIELD TRIPS 3937. NEWSLETTER 2180. TEACHER APPRECIATION EXPE 2512. SCHOOL SUPPLIES & OTHER 5704. OTHER SCHOOL RELATED PROG 5705. FILING FEES 54. INSURANCE 812. TECHNOLOGY 209. FERRY BEACH SCHOLARSHIPS 600.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS	0	2016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	SHARON MROTEK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	5083474950
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2014-02-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	BURGESS ELEMENTARY SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt	0	BURG
ReturnHeader/Filer/EIN	0	043577534
ReturnHeader/Filer/PhoneNum	0	5083474950
ReturnHeader/Filer/USAddress/AddressLine1	0	45 BURGESS SCHOOL RD
ReturnHeader/Filer/USAddress/City	0	STURBRIDGE
ReturnHeader/Filer/USAddress/State	0	MA
ReturnHeader/Filer/USAddress/ZIPCode	0	015661052
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1	0	PETER B PLUMB CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1	0	83 CHURCH ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City	0	WHITINSVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State	0	MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode	0	015881415
ReturnHeader/PreparerPersonGrp/PhoneNum	0	5082348311
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2015-02-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	PETER B PLUMB CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd	0	X
ReturnHeader/ReturnTs	0	2015-02-14T18:05:01-08:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2013-09-01
ReturnHeader/TaxPeriodEndDt	0	2014-08-31
ReturnHeader/TaxYr	0	2013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $104,666
Liabilities: $0
Net assets: $104,666
Revenue: $70,915
Expenses: $47,313
Net income: $23,602

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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