Civic Intelligence

PTA Massachusetts Parent-Teacher Association Inc

990EZ • Fiscal year 2014 • EIN 04-6116755

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 07, 2014

90 White StreetBelmont, MA 02478

(617) 993-5550

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.07x

Higher debt load relative to assets than 73% of similar nonprofits.

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

Liabilities / Revenue

68th percentile

0.02x

Higher debt load relative to revenue than 68% of similar nonprofits.

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

Net Margin

30th percentile

-4.6%

Higher net margin than 30% 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

23rd percentile

-16%

Faster asset growth than 23% of similar nonprofits.

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

Revenue Growth

58th percentile

7.0%

Faster revenue growth than 58% of similar nonprofits.

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

Assets

Down

$26,076

Down $4,961 (-16%) from 2013

Net Assets

Down

$24,298

Down $4,061 (-14%) from 2013

Liabilities

Down

$1,778

Down $900 (-34%) from 2013

Revenue

Up

$88,894

Up $5,830 (+7.0%) from 2013

Expenses

Up

$92,955

Up $6,412 (+7.4%) from 2013

Net Income

Down

-$4,061

Down $582 (-17%) from 2013

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: $170,575Liabilities 2011: $13,814Net Assets 2011: $156,7612011Assets 2012: $35,496Liabilities 2012: $3,303Net Assets 2012: $32,1932012Assets 2013: $31,037Liabilities 2013: $2,678Net Assets 2013: $28,3592013Assets 2014: $26,076Liabilities 2014: $1,778Net Assets 2014: $24,2982014Assets 2015: $30,261Liabilities 2015: $1,777Net Assets 2015: $28,4842015Assets 2016: $29,609Liabilities 2016: $1,778Net Assets 2016: $27,8312016Assets 2017: $32,700Liabilities 2017: $1,7782017Assets 2018: $46,413Liabilities 2018: $1,778Net Assets 2018: $44,6352018Assets 2020: $57,932Liabilities 2020: $1,778Net Assets 2020: $56,1542020Assets 2021: $63,642Liabilities 2021: $1,778Net Assets 2021: $61,8642021Assets 2022: $60,634Liabilities 2022: $1,778Net Assets 2022: $58,8562022Assets 2023: $41,769Liabilities 2023: $1,778Net Assets 2023: $39,9912023Assets 2024: $24,779Liabilities 2024: $1,778Net Assets 2024: $23,0012024

Highlighted filing

2014

Assets$26,076
Liabilities$1,778
Net Assets$24,298

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $467,580Expenses 2011: $451,172Net Income 2011: $16,4082011Revenue 2012: $116,391Expenses 2012: $111,632Net Income 2012: $4,7592012Revenue 2013: $83,064Expenses 2013: $86,543Net Income 2013: -$3,4792013Revenue 2014: $88,894Expenses 2014: $92,955Net Income 2014: -$4,0612014Revenue 2015: $98,094Expenses 2015: $93,908Net Income 2015: $4,1862015Revenue 2016: $103,702Expenses 2016: $104,355Net Income 2016: -$6532016Revenue 2017: $118,188Expenses 2017: $115,097Net Income 2017: $3,0912017Revenue 2018: $131,934Expenses 2018: $118,221Net Income 2018: $13,7132018Revenue 2020: $40,293Expenses 2020: $34,940Net Income 2020: $5,3532020Revenue 2021: $40,484Expenses 2021: $34,774Net Income 2021: $5,7102021Revenue 2022: $38,698Expenses 2022: $41,706Net Income 2022: -$3,0082022Revenue 2023: $35,002Expenses 2023: $54,188Net Income 2023: -$19,1862023Revenue 2024: $33,968Expenses 2024: $50,958Net Income 2024: -$16,9902024

Highlighted filing

2014

Revenue$88,894
Expenses$92,955
Net Income-$4,061
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 7, 2014
Return Version
2013v3.1
Gross Receipts
$88,894
Mission and Program Overview

Mission

Provide educational enrichment for students

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION RAISES FUNDS FOR STUDENTS ENRICHMENT PROGRAMS-$81,835
ADMINISTRATION, SUPPLIES-$9,840
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
EMMA ROBICHAUXCo-PresidentPT$0--
LAURA VANDERHARTCo-PresidentPT$0--
CLAUDIA HAYDONVice PresidentPT$0--
KATHLEEN KIMVice PresidentPT$0--
KAREN GUTTERMANVice PresidentPT$0--
MIRIAM LAPSONVice PresidentPT$0--
PRITI GAITONDESecretary- RecordingPT$0--
JILIE CROCKETTTreasurerPT$0--
Filing and Contact Details

Filer

EIN
04-6116755
Phone
6179935550

Signing Officer

Name
Julie Crockett
Title
Treasurer
Signed
2014-11-07
Discuss with paid preparer
Yes

Preparer

Preparer
Raymond H Morse CPA
Phone
6174844427
Supplemental Narrative

Additional Explanations

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

Fundraising 15,283

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

Stipends 2,501

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

Principal priorties 3,117

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

Administration 4,222

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

After school enrichment progrem 66,552

Form 990-EZ, Part II, Line 26, Liabilities

Payable Beginning of year 2,678, End of year 1,778

Raw XML Appendix174 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/PersonNm0JULIE CROCKETT
IRS990EZ/BooksInCareOfDetail/PhoneNum06172990348
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10232 TRAPELO ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/City0BELMONT
IRS990EZ/BooksInCareOfDetail/USAddress/State0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode002478
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt031037
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt026076
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4061
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01280
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt031037
IRS990EZ/Form990TotalAssetsGrp/EOYAmt026076
IRS990EZ/GrossReceiptsAmt088894
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt028359
IRS990EZ/NetAssetsOrFundBalancesEOYAmt024298
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt028359
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt024298
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0012.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1012.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2008.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3008.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4008.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5008.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt7006.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0EMMA ROBICHAUX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LAURA VANDERHART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CLAUDIA HAYDON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KATHLEEN KIM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KAREN GUTTERMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MIRIAM LAPSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6PRITI GAITONDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JILIE CROCKETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6SECRETARY- RECORDING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt091675
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE EDUCATIONAL ENRICHMENT FOR STUDENTS
IRS990EZ/ProgramServiceRevenueAmt088894
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION RAISES FUNDS FOR STUDENTS ENRICHMENT PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ADMINISTRATION, SUPPLIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt081835
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt19840
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt02678
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01778
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt092955
IRS990EZ/TotalProgramServiceExpensesAmt091675
IRS990EZ/TotalRevenueAmt088894
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0NA
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04309
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt07108
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt05466
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt04535
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt021418
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt070
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0109
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0179
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt088894
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt078755
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0109283
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0462044
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0423894
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01162870
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt070
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0109
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0179
IRS990ScheduleA/InvestmentIncomeCYPct00.00020
IRS990ScheduleA/InvestmentIncomePYPct00.00020
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct00.99980
IRS990ScheduleA/PublicSupportPY509Pct00.99980
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt01184288
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt088894
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt083064
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0116391
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0467510
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0428429
IRS990ScheduleA/Total509Grp/TotalAmt01184288
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt088894
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt083064
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0116391
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0467580
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0428538
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01184467
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Fundraising 15,283
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Stipends 2,501
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Principal priorties 3,117
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Administration 4,222
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4After school enrichment progrem 66,552
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Payable Beginning of year 2,678, End of year 1,778
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part II, Line 26, Liabilities
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIE CROCKETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine10DANIEL BUTLER SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0DANI
ReturnHeader/Filer/EIN0046116755
ReturnHeader/Filer/PhoneNum06179935550
ReturnHeader/Filer/USAddress/AddressLine1090 WHITE STREET
ReturnHeader/Filer/USAddress/City0BELMONT
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode002478
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10RAYMOND H MORSE CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1059 FARNHAM STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0BELMONT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode002478
ReturnHeader/PreparerPersonGrp/PhoneNum06174844427
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RAYMOND H MORSE CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-11-07T11:34:03-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

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.$0.25$0.02$0.23$0.34$0.51$0.17
2023Detailed filing. Detailed filing data is available for this year.$0.42$0.02$0.40$0.35$0.54$0.19
2022Detailed filing. Detailed filing data is available for this year.$0.61$0.02$0.59$0.39$0.42$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.64$0.02$0.62$0.40$0.35$0.06
2020Detailed filing. Detailed filing data is available for this year.$0.58$0.02$0.56$0.40$0.35$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.46$0.02$0.45$1.32$1.18$0.14
2017Summary only. Only limited summary data is available for this year.$0.33$0.02$1.18$1.15$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.30$0.02$0.28$1.04$1.04$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.30$0.02$0.28$0.98$0.94$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.26$0.02$0.24$0.89$0.93$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.31$0.03$0.28$0.83$0.87$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.35$0.03$0.32$1.16$1.12$0.05
2011Summary only. Only limited summary data is available for this year.$1.71$0.14$1.57$4.68$4.51$0.16