Civic Intelligence

Burgess Elementary School PTO

990EZ • Fiscal year 2019 • EIN 04-3577534

Sep 01, 2018 to Aug 31, 2019 • Filed on Jan 11, 2020

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

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

65th percentile

11%

Higher net margin than 65% 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

56th percentile

5.9%

Faster asset growth than 56% of similar nonprofits.

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

Revenue Growth

68th percentile

14%

Faster revenue growth than 68% of similar nonprofits.

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

Assets

Up

$59,067

Up $3,265 (+5.9%) from 2018

Net Assets

Up

$59,067

Up $3,265 (+5.9%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$28,456

Up $3,589 (+14%) from 2018

Expenses

Down

$25,191

Down $7,834 (-24%) from 2018

Net Income

Up

$3,265

Up $11,423 (+140%) from 2018

Historical Trend

Balance Sheet Trend

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

2019

Assets$59,067
Liabilities$0
Net Assets$59,067

Operations Trend

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

2019

Revenue$28,456
Expenses$25,191
Net Income$3,265
Jump To
Filing Snapshot
Filing Period
Sep 1, 2018 to Aug 31, 2019
Signed
Jan 11, 2020
Return Version
2018v3.1
Gross Receipts
$28,456
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 SCHOOL ADMIN. VARIOUS FUNDRAISING ACTIVITIES TO BENEFIT THE STUDENTS.$0$25,191
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALICIA RICEPresidentPT$0--
ERIN PERREAULTVice PresidentPT$0--
MELISSA DAVIDTreasurerPT$0--
GRETCHEN MARINOSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jogathon$11,237$11,237-$11,237
Book Fair$5,022$5,022-$5,022
Total Events$25,546$25,546-$25,546
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
Melissa David
Title
Treasurer
Phone
5083472463
Signed
2020-01-11
Discuss with paid preparer
Yes

Preparer

Firm
Aafcpas Inc
Address
50 WASHINGTON STREET, WESTBOROUGH, MA 01581
Preparer
Julia W Chevalier CPA
Phone
5083669100
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

Description: cultural arts. Amount: 2,950. Description: field trips. Amount: 3,184. Description: newsletter. Amount: 443. Description: technology. Amount: 365. Description: field day. Amount: 77. Description: school supplies & other. Amount: 2,471. Description: teacher appreciation. Amount: 1,457. Description: insurance. Amount: 812. Description: reading programs. Amount: 2,964. Description: other school related programs. Amount: 1,333. Description: filing fees. Amount: 35. Description: approved budget requests. Amount: 8,800. Total to form 990-ez, line 16: 24,891.

Raw XML Appendix177 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/USAddress/CityNm0STURBRIDGE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ALICIA RICE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GRETCHEN MARINO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt024891
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TEACHER AND PARENT SUPPORT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION PROMOTED EFFECTIVE AND OPEN COMMUNICATION AMONG PARENTS, GUARDIANS, SCHOOL STAFF, AND SCHOOL ADMIN. VARIOUS FUNDRAISING ACTIVITIES TO BENEFIT THE STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt025191
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsNetIncomeLossAmt025546
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.BURGESSPTO.HOMESTEAD.COM
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01793
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt07994
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0JOGATHON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt011237
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt05022
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt09287
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt025546
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: CULTURAL ARTS. AMOUNT: 2,950. DESCRIPTION: FIELD TRIPS. AMOUNT: 3,184. DESCRIPTION: NEWSLETTER. AMOUNT: 443. DESCRIPTION: TECHNOLOGY. AMOUNT: 365. DESCRIPTION: FIELD DAY. AMOUNT: 77. DESCRIPTION: SCHOOL SUPPLIES & OTHER. AMOUNT: 2,471. DESCRIPTION: TEACHER APPRECIATION. AMOUNT: 1,457. DESCRIPTION: INSURANCE. AMOUNT: 812. DESCRIPTION: READING PROGRAMS. AMOUNT: 2,964. DESCRIPTION: OTHER SCHOOL RELATED PROGRAMS. AMOUNT: 1,333. DESCRIPTION: FILING FEES. AMOUNT: 35. DESCRIPTION: APPROVED BUDGET REQUESTS. AMOUNT: 8,800. TOTAL TO FORM 990-EZ, LINE 16: 24,891.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MELISSA DAVID
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05083472463
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-01-11
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
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ReturnHeader/FilingSecurityInformation/IPTm010:27:06
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042571780
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0AAFCPAS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt050 WASHINGTON STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WESTBOROUGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001581
ReturnHeader/PreparerPersonGrp/PhoneNum05083669100
ReturnHeader/PreparerPersonGrp/PreparationDt02020-01-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIA W CHEVALIER CPA
ReturnHeader/ReturnTs02020-01-11T09:29:16-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-09-01
ReturnHeader/TaxPeriodEndDt02019-08-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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