Civic Intelligence

Burgess Elementary School PTO

990EZ • Fiscal year 2015 • EIN 04-3577534

Sep 01, 2014 to Aug 31, 2015 • Filed on Sep 16, 2015

Organization Profilewww.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.

Liabilities / Assets

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

61st percentile

8.4%

Higher net margin than 61% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

21st percentile

-19%

Faster asset growth than 21% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

79th percentile

31%

Faster revenue growth than 79% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$84,958

Down $19,708 (-19%) from 2014

Net Assets

Down

$84,958

Down $19,708 (-19%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin61st percentile

Revenue

Up

$93,034

Up $22,119 (+31%) from 2014

Expenses

Up

$85,223

Up $37,910 (+80%) from 2014

Net Income

Down

$7,811

Down $15,791 (-67%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth21st 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

2015

Assets$84,958
Liabilities$0
Net Assets$84,958
Open 2015 Filing

Operations Trend

Revenue Growth79th 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

2015

Revenue$93,034
Expenses$85,223
Net Income$7,811
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2014 to Aug 31, 2015
Signed
Sep 16, 2015
Return Version
2014v6.0
Gross Receipts
$93,034
Mission and Program Overview

Mission

Teacher and parent support

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION PROMOTED EFFECTIVE AND OPEN COMMUNICATION AMOUNG PARENTS, GUARDIANS, SCHOOL STAFF, AND SCHOOL ADMIN. VARIOUS FUNDRAISING ACTIVITIES TO BENEFIT THE STUDENTS.-$85,223
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KELLIE MOATSPresidentPT$0--
ALICIA RICEVice PresidentPT$0--
SHARON MROTEKTreasurerPT$0--
ERIN PERREAULTSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Parents - Trip Payments$31,227$31,227-$31,227
Jogathon$9,981$9,981-$9,981
Total Events$91,225$91,225-$91,225
Filing and Contact Details

Filer

Filer Name
Burgess Elementary School Pto
EIN
04-3577534
Phone
5083474950
Address
45 BURGESS SCHOOL RD, STURBRIDGE, MA 01566-1052

Signing Officer

Name
Sharon Mrotek
Title
Treasurer
Phone
5083474950
Signed
2015-09-16
Discuss with paid preparer
Yes

Preparer

Firm
Peter B Plumb CPA
Address
83 CHURCH ST, WHITINSVILLE, MA 01588-1415
Preparer
Peter B Plumb CPA
Phone
5082348311
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“6th grade trip 42725. Cultural arts 7926. Field trips 3147. Newsletter 218. Teacher appreciation expenses 2618. School supplies & other 6084. Other school related programs 15147. Filing fees 35. Insurance 812. Technology 2500. Field day 191. Yearbook 2023. School store fundraising 993.”

Form 990EZ, Part I, Line 20

“Prior years adjustments -27519.”

Raw XML Appendix166 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/PersonNm0SHARON MROTEK
IRS990EZ/BooksInCareOfDetail/PhoneNum05083472463
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt045 BURGESS SCHOOL RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0STURBRIDGE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001566
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0104666
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt084958
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01793
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07811
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0724
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0104666
IRS990EZ/Form990TotalAssetsGrp/EOYAmt084958
IRS990EZ/FundraisingGrossIncomeAmt091225
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt093034
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt016
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0104666
IRS990EZ/NetAssetsOrFundBalancesEOYAmt084958
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0104666
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt084958
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KELLIE MOATS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ALICIA RICE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SHARON MROTEK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ERIN PERREAULT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-27519
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt084419
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TEACHER AND PARENT SUPPORT
IRS990EZ/PrintingPublicationsPostageAmt080
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION PROMOTED EFFECTIVE AND OPEN COMMUNICATION AMOUNG PARENTS, GUARDIANS, SCHOOL STAFF, AND SCHOOL ADMIN. VARIOUS FUNDRAISING ACTIVITIES TO BENEFIT THE STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt085223
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt091225
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt085223
IRS990EZ/TotalProgramServiceExpensesAmt085223
IRS990EZ/TotalRevenueAmt093034
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.burgesspto.homestead.com
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01793
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01307
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0543
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01093
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0356
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt05092
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt016
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt06
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0331
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0433
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0786
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt091225
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt069608
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt094447
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt064069
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt078849
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0398198
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt016
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt06
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0331
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0433
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0786
IRS990ScheduleA/InvestmentIncomeCYPct00.00190
IRS990ScheduleA/InvestmentIncomePYPct00.00210
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.99810
IRS990ScheduleA/PublicSupportPY509Pct00.99790
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0403290
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt093018
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt070915
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt094990
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt065162
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt079205
IRS990ScheduleA/Total509Grp/TotalAmt0403290
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0404076
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0JOGATHON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0PARENTS - TRIP PAYMENTS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt09981
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt031227
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt050017
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt091225
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt09981
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt031227
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt050017
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt091225
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt091225
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt06TH GRADE TRIP 42725. CULTURAL ARTS 7926. FIELD TRIPS 3147. NEWSLETTER 218. TEACHER APPRECIATION EXPENSES 2618. SCHOOL SUPPLIES & OTHER 6084. OTHER SCHOOL RELATED PROGRAMS 15147. FILING FEES 35. INSURANCE 812. TECHNOLOGY 2500. FIELD DAY 191. YEARBOOK 2023. SCHOOL STORE FUNDRAISING 993.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PRIOR YEARS ADJUSTMENTS -27519.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 20
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHARON MROTEK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05083474950
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-09-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BURGESS ELEMENTARY SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0BURG
ReturnHeader/Filer/EIN0043577534
ReturnHeader/Filer/PhoneNum05083474950
ReturnHeader/Filer/USAddress/AddressLine1Txt045 BURGESS SCHOOL RD
ReturnHeader/Filer/USAddress/CityNm0STURBRIDGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd0015661052
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PETER B PLUMB CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt083 CHURCH ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WHITINSVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0015881415
ReturnHeader/PreparerPersonGrp/PhoneNum05082348311
ReturnHeader/PreparerPersonGrp/PreparationDt02016-02-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PETER B PLUMB CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-02-05T10:30:50-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-09-01
ReturnHeader/TaxPeriodEndDt02015-08-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$84,958
Liabilities
$0
Net assets
$84,958
Revenue
$93,034
Expenses
$85,223
Net income
$7,811
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