Civic Intelligence

Zervas School Parent-Teacher Organization

990EZ • Fiscal year 2019 • EIN 04-3579042

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 15, 2019

30 Beethoven AvenueWaban, MA 02468

(617) 965-1252

Siviq Scores

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

Liabilities / Assets

65th percentile

0.01x

Higher debt load relative to assets than 65% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

63rd percentile

0.01x

Higher debt load relative to revenue than 63% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

73rd percentile

17%

Higher net margin than 73% 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

83rd percentile

46%

Faster asset growth than 83% of similar nonprofits.

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

Revenue Growth

59th percentile

6.8%

Faster revenue growth than 59% of similar nonprofits.

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

Assets

Up

$76,214

Up $23,856 (+46%) from 2018

Net Assets

Up

$75,314

Up $23,706 (+46%) from 2018

Liabilities

Up

$900

Up $150 (+20%) from 2018

Revenue

Up

$136,144

Up $8,702 (+6.8%) from 2018

Expenses

Down

$112,438

Down $61,314 (-35%) from 2018

Net Income

Up

$23,706

Up $70,016 (+151%) from 2018

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2011: $64,993Liabilities 2011: $7502011Assets 2012: $51,001Liabilities 2012: $7502012Assets 2013: $38,705Liabilities 2013: $750Net Assets 2013: $37,9552013Assets 2014: $58,139Liabilities 2014: $750Net Assets 2014: $57,3892014Assets 2015: $77,715Liabilities 2015: $750Net Assets 2015: $76,9652015Assets 2016: $100,621Liabilities 2016: $750Net Assets 2016: $99,8712016Assets 2017: $98,668Liabilities 2017: $750Net Assets 2017: $97,9182017Assets 2018: $52,358Liabilities 2018: $750Net Assets 2018: $51,6082018Assets 2019: $76,214Liabilities 2019: $900Net Assets 2019: $75,3142019Assets 2020: $66,197Liabilities 2020: $900Net Assets 2020: $65,2972020Assets 2021: $75,804Liabilities 2021: $900Net Assets 2021: $74,9042021Assets 2022: $105,504Liabilities 2022: $900Net Assets 2022: $104,6042022Assets 2023: $132,632Liabilities 2023: $900Net Assets 2023: $131,7322023Assets 2024: $165,391Liabilities 2024: $900Net Assets 2024: $164,4912024

Highlighted filing

2019

Assets$76,214
Liabilities$900
Net Assets$75,314

Operations Trend

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

$200K$100K$0-$100KRevenue 2011: $141,287Expenses 2011: $139,153Net Income 2011: $2,1342011Revenue 2012: $112,493Expenses 2012: $126,485Net Income 2012: -$13,9922012Revenue 2013: $127,035Expenses 2013: $139,331Net Income 2013: -$12,2962013Revenue 2014: $138,629Expenses 2014: $119,195Net Income 2014: $19,4342014Revenue 2015: $125,323Expenses 2015: $105,747Net Income 2015: $19,5762015Revenue 2016: $133,668Expenses 2016: $110,762Net Income 2016: $22,9062016Revenue 2017: $132,681Expenses 2017: $134,634Net Income 2017: -$1,9532017Revenue 2018: $127,442Expenses 2018: $173,752Net Income 2018: -$46,3102018Revenue 2019: $136,144Expenses 2019: $112,438Net Income 2019: $23,7062019Revenue 2020: $71,601Expenses 2020: $81,618Net Income 2020: -$10,0172020Revenue 2021: $51,776Expenses 2021: $42,169Net Income 2021: $9,6072021Revenue 2022: $99,801Expenses 2022: $70,101Net Income 2022: $29,7002022Revenue 2023: $90,449Expenses 2023: $63,321Net Income 2023: $27,1282023Revenue 2024: $102,584Expenses 2024: $69,825Net Income 2024: $32,7592024

Highlighted filing

2019

Revenue$136,144
Expenses$112,438
Net Income$23,706
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 15, 2019
Return Version
2018v3.1
Gross Receipts
$151,369
Mission and Program Overview

Mission

See schedule O

Program Services

DescriptionGrantsExpenses
The organization helps to fund the Creative Arts and Sciences program the school library teachers professional development workshops and cirruculum support and provides computers-$59,295
The Zervas Elementary School PTO regularly sponsors family events and PTO programs to bring parents students and teachers together-$48,894
Scholarships are provided for the Zervas After School Program-$2,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WENDY FEINERVice-President-$0--
KAI SHANAHANTreasurerPT$0--
MARGARET M SCHMIDTCo-PresidentPT$0--
AMANDA ZURICKVice President-$0--
CLAUS FREDERICK HINCK VVice President-$0--
HAGIT ABRAHAMVice President-$0--
MERRILL BARNESSecretary-$0--
ARIEL I RAPHAELLegal Advisor-$0--
SUZANNE KORKIN AFERGANCo President-$0--
DELIA CHEUNG HOMVice President-$0--
DANA FERMANDEZVice President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring Fling$34,431$34,431$2,756$31,675
Auction$24,918$24,918$3,532$21,386
Total Events$59,349$59,349$15,225$44,124
Filing and Contact Details

Filer

Filer Name
Zervas Elementary School Pto
EIN
04-3579042
Address
30 BEETHOVEN AVENUE, Waban, MA 02468

Signing Officer

Name
Kai Shanahan
Title
Treasurer
Phone
6174806697
Signed
2019-11-15
Discuss with paid preparer
Yes

Preparer

Firm
John M Monticone CPA
Address
5 High Street Suite 207, Medford, MA 02155
Preparer
John M Monticone CPA
Phone
7813950024
Supplemental Narrative

Additional Explanations

General explanation attachment

Form 990 EZ, Part III, Primary Exempt Purpose- To foster communication, understanding and cooperation among parent and teachers in order to benefit all students at Zervas Elementary School. To provide support and services to the larger school community. To promote and encourage the support of public school education in the City of Newton.

Description of other expenses Part I line 16

Description AmountProgram Service Costs 24,978Creative arts and science 15,199Curriculum support 7,901Teacher/Professional development fd 14,603Music 1,019Library 4,437Volunteers appreciation 100Community family events 11,183Insurance 650Merchandise fee and Service charges 32Office supplies 571Committees expense 3,221ZASP Scholarships 2,000Technology 8,244Other miscellaneous exp 250Teachers appreciation exp 9,806

Description of total liabilities Part II line 26

Category Beginning of Year End of YearAccrued expenses 750 900

Raw XML Appendix247 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/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The Zervas Elementary School PTO regularly sponsors family events and PTO programs to bring parents students and teachers together
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 990 EZ, Part III, Primary Exempt Purpose- To foster communication, understanding and cooperation among parent and teachers in order to benefit all students at Zervas Elementary School. To provide support and services to the larger school community. To promote and encourage the support of public school education in the City of Newton.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountProgram Service Costs 24,978Creative arts and science 15,199Curriculum support 7,901Teacher/Professional development fd 14,603Music 1,019Library 4,437Volunteers appreciation 100Community family events 11,183Insurance 650Merchandise fee and Service charges 32Office supplies 571Committees expense 3,221ZASP Scholarships 2,000Technology 8,244Other miscellaneous exp 250Teachers appreciation exp 9,806
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearAccrued expenses 750 900
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0General explanation attachment
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of total liabilities Part II line 26
ReturnHeader/BuildTS02020-03-31 21:24:44Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-15
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ReturnHeader/ReturnTs02019-10-30T16:29:58-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.65$0.01$1.64$1.03$0.70$0.33
2023Detailed filing. Detailed filing data is available for this year.$1.33$0.01$1.32$0.90$0.63$0.27
2022Detailed filing. Detailed filing data is available for this year.$1.06$0.01$1.05$1.00$0.70$0.30
2021Detailed filing. Detailed filing data is available for this year.$0.76$0.01$0.75$0.52$0.42$0.10
2020Detailed filing. Detailed filing data is available for this year.$0.66$0.01$0.65$0.72$0.82$0.10
2019Detailed filing. Detailed filing data is available for this year.$0.76$0.01$0.75$1.36$1.12$0.24
2018Detailed filing. Detailed filing data is available for this year.$0.52$0.01$0.52$1.27$1.74$0.46
2017Detailed filing. Detailed filing data is available for this year.$0.99$0.01$0.98$1.33$1.35$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.01$0.01$1.00$1.34$1.11$0.23
2015Detailed filing. Detailed filing data is available for this year.$0.78$0.01$0.77$1.25$1.06$0.20
2014Detailed filing. Detailed filing data is available for this year.$0.58$0.01$0.57$1.39$1.19$0.19
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.39$0.01$0.38$1.27$1.39$0.12
2012Summary only. Only limited summary data is available for this year.$0.51$0.01$1.12$1.26$0.14
2011Summary only. Only limited summary data is available for this year.$0.65$0.01$1.41$1.39$0.02