Civic Intelligence

Englesby Intermediate School Parent Teacher Organization

990EZ • Fiscal year 2014 • EIN 04-3579574

Jul 01, 2013 to Jun 30, 2014 • Filed on Jul 23, 2014

1580 Lakeview AvenueDracut, MA 01826

(978) 934-9220

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.

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

Liabilities / Revenue

55th percentile

0.00x

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

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

Net Margin

72nd percentile

16%

Higher net margin than 72% of similar nonprofits.

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

Top Officer Pay

74th percentile

$0

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

Asset Growth

72nd percentile

20%

Faster asset growth than 72% of similar nonprofits.

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

Revenue Growth

14th percentile

-35%

Faster revenue growth than 14% of similar nonprofits.

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

Assets

Up

$35,554

Up $5,971 (+20%) from 2013

Net Assets

Up

$35,554

Up $5,971 (+20%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Down

$37,899

Down $20,076 (-35%) from 2013

Expenses

Down

$31,944

Down $21,913 (-41%) from 2013

Net Income

Up

$5,955

Up $1,837 (+45%) from 2013

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2011: $25,504Net Assets 2011: $25,5042011Assets 2012: $25,465Net Assets 2012: $25,4652012Assets 2013: $29,583Liabilities 2013: $0Net Assets 2013: $29,5832013Assets 2014: $35,554Liabilities 2014: $0Net Assets 2014: $35,5542014Assets 2015: $9,505Liabilities 2015: $275Net Assets 2015: $9,2302015Assets 2016: $15,232Liabilities 2016: $275Net Assets 2016: $14,9572016Assets 2017: $13,326Liabilities 2017: $275Net Assets 2017: $13,0512017Assets 2023: $19,667Liabilities 2023: $0Net Assets 2023: $19,6672023Assets 2024: $15,149Liabilities 2024: $0Net Assets 2024: $15,1492024

Highlighted filing

2014

Assets$35,554
Liabilities$0
Net Assets$35,554

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $51,810Expenses 2011: $42,636Net Income 2011: $9,1742011Revenue 2012: $45,002Expenses 2012: $45,041Net Income 2012: -$392012Revenue 2013: $57,975Expenses 2013: $53,857Net Income 2013: $4,1182013Revenue 2014: $37,899Expenses 2014: $31,944Net Income 2014: $5,9552014Revenue 2015: $50,139Expenses 2015: $76,463Net Income 2015: -$26,3242015Revenue 2016: $58,681Expenses 2016: $52,957Net Income 2016: $5,7242016Revenue 2017: $46,328Expenses 2017: $47,652Net Income 2017: -$1,3242017Revenue 2023: $93,016Expenses 2023: $79,087Net Income 2023: $13,9292023Revenue 2024: $74,635Expenses 2024: $79,153Net Income 2024: -$4,5182024

Highlighted filing

2014

Revenue$37,899
Expenses$31,944
Net Income$5,955
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Jul 23, 2014
Return Version
2013v3.1
Gross Receipts
$37,899
Mission and Program Overview

Mission

To promote a high degree of cooperation, fellowship and communication, within the membership, school faculty, administration and student body. To act as a medium for the exchange of ideas and discussion of commom problems among the membership. To present organized programs of interest to the membership.

Program Services

DescriptionGrantsExpenses
PROGRAM EXPENSES-$31,544
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHELLE CURRIEPresident-$0--
LINDA MILLERVice Pres.-$0--
CAROLINE MCINTOSHSecretary-$0--
KERRIE SANCARTIERTreasurer-$0--
Filing and Contact Details

Filer

EIN
04-3579574
Phone
9789349220

Signing Officer

Name
Kerrie Sancartier
Title
Treasurer
Phone
9789349220
Signed
2014-07-23
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses activities expense 21,083 donations 1,056 scholarships 1,000 school support 6,082 staff appreciation week 1,504 staff gifts 83 teacher luncheons 736 total 31,544

Form 990-ez, Part I, Line 20

OTHER 16

Form 990-ez, Part III

To promote a high degree of cooperation, fellowship and communication, within the membership, school faculty, administration and student body. To act as a medium for the exchange of ideas and discussion of commom problems among the membership. To present organized programs of interest to the membership.

Raw XML Appendix140 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0MICHELLE CURRIE
CompensationExplanation/CompensationExplanationGrp/PersonNm1LINDA MILLER
CompensationExplanation/CompensationExplanationGrp/PersonNm2CAROLINE MCINTOSH
CompensationExplanation/CompensationExplanationGrp/PersonNm3KERRIE SANCARTIER
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0KERRIE SANCARTIER
IRS990EZ/BooksInCareOfDetail/PhoneNum09788076542
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine101580 LAKEVIEW AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/City0DRACUT
IRS990EZ/BooksInCareOfDetail/USAddress/State0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode001826
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt037873
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05955
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0400
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/GrossReceiptsAmt037899
IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MICHELLE CURRIE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KERRIE SANCARTIER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRES.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt016
IRS990EZ/OtherExpensesTotalAmt031544
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE A HIGH DEGREE OF COOPERATION, FELLOWSHIP AND COMMUNICATION, WITHIN THE MEMBERSHIP, SCHOOL FACULTY, ADMINISTRATION AND STUDENT BODY. TO ACT AS A MEDIUM FOR THE EXCHANGE OF IDEAS AND DISCUSSION OF COMMOM PROBLEMS AMONG THE MEMBERSHIP. TO PRESENT ORGANIZED PROGRAMS OF INTEREST TO THE MEMBERSHIP.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROGRAM EXPENSES
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt031544
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt031944
IRS990EZ/TotalProgramServiceExpensesAmt031544
IRS990EZ/TotalRevenueAmt037899
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt057953
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt044982
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt051793
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt065304
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0257905
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt026
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt022
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt020
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt017
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt015
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0100
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0258005
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt037899
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt057975
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt045002
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt051810
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt065319
IRS990ScheduleA/Total509Grp/TotalAmt0258005
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt037899
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt057975
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt045002
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt051810
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt065319
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0258005
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ACTIVITIES EXPENSE 21,083 DONATIONS 1,056 SCHOLARSHIPS 1,000 SCHOOL SUPPORT 6,082 STAFF APPRECIATION WEEK 1,504 STAFF GIFTS 83 TEACHER LUNCHEONS 736 TOTAL 31,544
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OTHER 16
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO PROMOTE A HIGH DEGREE OF COOPERATION, FELLOWSHIP AND COMMUNICATION, WITHIN THE MEMBERSHIP, SCHOOL FACULTY, ADMINISTRATION AND STUDENT BODY. TO ACT AS A MEDIUM FOR THE EXCHANGE OF IDEAS AND DISCUSSION OF COMMOM PROBLEMS AMONG THE MEMBERSHIP. TO PRESENT ORGANIZED PROGRAMS OF INTEREST TO THE MEMBERSHIP.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KERRIE SANCARTIER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09789349220
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-07-23
ReturnHeader/Filer/BusinessName/BusinessNameLine10ENGLESBY INTERMEDIATE SCHOOL PARENT
ReturnHeader/Filer/BusinessName/BusinessNameLine20TEACHER ORGANIZATION
ReturnHeader/Filer/BusinessNameControlTxt0ENGL
ReturnHeader/Filer/EIN0043579574
ReturnHeader/Filer/PhoneNum09789349220
ReturnHeader/Filer/USAddress/AddressLine101580 LAKEVIEW AVENUE
ReturnHeader/Filer/USAddress/City0DRACUT
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode001826
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263582184
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10CAIN BOURRET JARRY & ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101595 LAKEVIEW AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0DRACUT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode001826
ReturnHeader/PreparerPersonGrp/PreparationDt02014-07-23
ReturnHeader/ReturnTs02014-07-23T08:11:51-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

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Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • <$500k nonprofits