Civic Intelligence

Brooks School PTO Inc

990EZ • Fiscal year 2017 • EIN 04-3782395

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 13, 2017

Organization Profilebrookspto.org
388 High StreetMedford, MA 02155

(781) 395-2466

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

79th percentile

24%

Higher net margin than 79% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

79th percentile

33%

Faster asset growth than 79% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

35th percentile

-8.4%

Faster revenue growth than 35% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$33,060

Up $8,139 (+33%) from 2016

Net Assets

Up

$33,060

Up $8,139 (+33%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin79th percentile

Revenue

Down

$34,163

Down $3,127 (-8.4%) from 2016

Expenses

Down

$26,024

Down $17,980 (-41%) from 2016

Net Income

Up

$8,139

Up $14,853 (+221%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

$80K$60K$40K$20K$0Assets 2011: $40,165Liabilities 2011: $02011Assets 2012: $41,804Liabilities 2012: $02012Assets 2013: $21,644Liabilities 2013: $02013Assets 2014: $24,373Liabilities 2014: $02014Assets 2015: $31,635Liabilities 2015: $0Net Assets 2015: $31,6352015Assets 2016: $24,921Liabilities 2016: $0Net Assets 2016: $24,9212016Assets 2017: $33,060Liabilities 2017: $0Net Assets 2017: $33,0602017Assets 2018: $41,065Liabilities 2018: $0Net Assets 2018: $41,0652018Assets 2019: $24,153Liabilities 2019: $0Net Assets 2019: $24,1532019Assets 2020: $44,260Liabilities 2020: $0Net Assets 2020: $44,2602020Assets 2021: $39,517Liabilities 2021: $0Net Assets 2021: $39,5172021Assets 2022: $61,731Liabilities 2022: $0Net Assets 2022: $61,7312022Assets 2023: $56,578Liabilities 2023: $0Net Assets 2023: $56,5782023Assets 2024: $48,027Liabilities 2024: $0Net Assets 2024: $48,0272024Assets 2025: $37,062Net Assets 2025: $37,0622025

Highlighted filing

2017

Assets$33,060
Liabilities$0
Net Assets$33,060
Open 2017 Filing

Operations Trend

Revenue Growth35th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $58,013Expenses 2011: $67,710Net Income 2011: -$9,6972011Revenue 2012: $56,271Expenses 2012: $54,632Net Income 2012: $1,6392012Revenue 2013: $47,063Expenses 2013: $67,223Net Income 2013: -$20,1602013Revenue 2014: $28,597Expenses 2014: $25,868Net Income 2014: $2,7292014Revenue 2015: $27,758Expenses 2015: $20,496Net Income 2015: $7,2622015Revenue 2016: $37,290Expenses 2016: $44,004Net Income 2016: -$6,7142016Revenue 2017: $34,163Expenses 2017: $26,024Net Income 2017: $8,1392017Revenue 2018: $80,591Expenses 2018: $72,586Net Income 2018: $8,0052018Revenue 2019: $88,007Expenses 2019: $104,919Net Income 2019: -$16,9122019Revenue 2020: $56,336Expenses 2020: $36,229Net Income 2020: $20,1072020Revenue 2021: $16,060Expenses 2021: $20,803Net Income 2021: -$4,7432021Revenue 2022: $50,368Expenses 2022: $36,872Net Income 2022: $13,4962022Revenue 2023: $42,834Expenses 2023: $49,160Net Income 2023: -$6,3262023Revenue 2024: $52,533Expenses 2024: $61,084Net Income 2024: -$8,5512024Revenue 2025: $73,188Expenses 2025: $84,153Net Income 2025: -$10,9652025

Highlighted filing

2017

Revenue$34,163
Expenses$26,024
Net Income$8,139
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 13, 2017
Return Version
2016v3.0
Gross Receipts
$34,163
Mission and Program Overview

Mission

Primary exempt purpose - the mission of the brooks pto is to provide a bridge between the home and school so that parents/guardians, teachers, and administrators may work together in acooperative environment to enhance and enrich the educational experience of all students attending the brooks elementary school. The brooks pto will provide resources for educational, social, and recreational needs, and promote open communication among and between all members of the brooks community.

Program Services

DescriptionGrantsExpenses
Educational Support$0$19,403
Teacher Aids$0$3,990
Administrative Support$0$2,631
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Frank WhiteTreasurerPT$0--
Tamara Smith HoltslagCo-Chair-$0--
Tammy Lynn MacLeanCo-Chair-$0--
Kara ArmitCo-Chair-$0--
Filing and Contact Details

Filer

Filer Name
Brooks School PTO Inc
EIN
04-3782395
Phone
7813952466
Address
388 High Street, Medford, MA 02155

Signing Officer

Name
Frank White
Title
Treasurer
Phone
7813952466
Signed
2017-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Winchester Tax Associates LLC
Address
48 MOUNT VERNON STREET, WINCHESTER, MA 01890
Preparer
John Matarese
Phone
7816042500
Supplemental Narrative

Additional Explanations

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

“Description: Educational support. Amount: 23,393. Description: Administrative. Amount: 2,631. Total to Form 990-EZ, line 16: 26,024.”

Raw XML Appendix156 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Tamara Morrow
IRS990EZ/BooksInCareOfDetail/PhoneNum06175269465
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt07 Wildwood Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Medford
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002155
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt024921
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt033060
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Frank White
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Tamara Smith Holtslag
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Tammy Lynn MacLean
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Kara Armit
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Co-Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Co-Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Co-Chair
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt026024
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PRIMARY EXEMPT PURPOSE - THE MISSION OF THE BROOKS PTO IS TO PROVIDE A BRIDGE BETWEEN THE HOME AND SCHOOL SO THAT PARENTS/GUARDIANS, TEACHERS, AND ADMINISTRATORS MAY WORK TOGETHER IN ACOOPERATIVE ENVIRONMENT TO ENHANCE AND ENRICH THE EDUCATIONAL EXPERIENCE OF ALL STUDENTS ATTENDING THE BROOKS ELEMENTARY SCHOOL. THE BROOKS PTO WILL PROVIDE RESOURCES FOR EDUCATIONAL, SOCIAL, AND RECREATIONAL NEEDS, AND PROMOTE OPEN COMMUNICATION AMONG AND BETWEEN ALL MEMBERS OF THE BROOKS COMMUNITY.
IRS990EZ/ProgramServiceRevenueAmt034163
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Educational Support
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Teacher Aids
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Administrative Support
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt019403
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13990
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22631
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt026024
IRS990EZ/TotalProgramServiceExpensesAmt026024
IRS990EZ/TotalRevenueAmt034163
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0brookspto.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0950
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt05963
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt07316
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt05981
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt020210
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0950
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt05963
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt07316
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt05981
IRS990ScheduleA/Total509Grp/TotalAmt020210
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0950
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt05963
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt07316
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt05981
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt020210
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Educational support. Amount: 23,393. Description: Administrative. Amount: 2,631. Total to Form 990-EZ, line 16: 26,024.
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07813952466
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-13
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ReturnHeader/Filer/BusinessNameControlTxt0BROO
ReturnHeader/Filer/EIN0043782395
ReturnHeader/Filer/PhoneNum07813952466
ReturnHeader/Filer/USAddress/AddressLine1Txt0388 High Street
ReturnHeader/Filer/USAddress/CityNm0Medford
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002155
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.238.173.81
ReturnHeader/FilingSecurityInformation/IPDt02017-11-13
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ReturnHeader/FilingSecurityInformation/IPTm008:07:18
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0475466518
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WINCHESTER TAX ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt048 MOUNT VERNON STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WINCHESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001890
ReturnHeader/PreparerPersonGrp/PhoneNum07816042500
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John Matarese
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-11-15T09:21:14-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$33,060
Liabilities
$0
Net assets
$33,060
Revenue
$34,163
Expenses
$26,024
Net income
$8,139
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.37$0.37$0.73$0.84$0.11
2024Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.53$0.61$0.09
2023Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.43$0.49$0.06
2022Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.50$0.37$0.13
2021Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$0.16$0.21$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.56$0.36$0.20
2019Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.88$1.05$0.17
2018Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.81$0.73$0.08
2017Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.34$0.26$0.08
2016Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.37$0.44$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.28$0.20$0.07
2014Summary only. Only limited summary data is available for this year.$0.24$0.00$0.29$0.26$0.03
2013Summary only. Only limited summary data is available for this year.$0.22$0.00$0.47$0.67$0.20
2012Summary only. Only limited summary data is available for this year.$0.42$0.00$0.56$0.55$0.02
2011Summary only. Only limited summary data is available for this year.$0.40$0.00$0.58$0.68$0.10