Civic Intelligence

PTA Massachusetts Parent-Teacher Association Inc

990EZ • Fiscal year 2018 • EIN 04-6116755

Jul 01, 2017 to Jun 30, 2018 • Filed on Apr 13, 2019

Organization ProfileNA
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

70th percentile

0.04x

Higher debt load relative to assets than 70% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

65th percentile

0.01x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

64th percentile

10%

Higher net margin than 64% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

83rd percentile

42%

Faster asset growth than 83% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

65th percentile

12%

Faster revenue growth than 65% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets70th percentile

Assets

Flat

$46,413

Flat from 2018

Net Assets

Flat

$44,635

Flat from 2018

Liabilities

Flat

$1,778

Flat from 2018

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin64th percentile

Revenue

Flat

$131,934

Flat from 2018

Expenses

Flat

$118,221

Flat from 2018

Net Income

Flat

$13,713

Flat from 2018

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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 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

2018

Assets$46,413
Liabilities$1,778
Net Assets$44,635
Open 2018 Filing

Operations Trend

Revenue Growth65th percentile

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 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

2018

Revenue$131,934
Expenses$118,221
Net Income$13,713
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Apr 13, 2019
Return Version
2017v2.3
Gross Receipts
$131,934
Mission and Program Overview

Mission

Provide educational enrichment for students

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION RAISES FUNDS FOR STUDENTS ENRICHMENT PROGRAMS--
ADMINISTRATION, SUPPLIES--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHLEEN CONNEELYCo-PresidentPT$0--
DAS MITACo-PresidentPT$0--
MEGAN MORIARTYVice PresidentPT$0--
ELIZABETH ALVERADOVice PresidentPT$0--
KATHRYN DUNKSVice PresidentPT$0--
SARAH APPLEWHITEVice PresidentPT$0--
MOLLY ARNASONSecretary- RecordingPT$0--
JUNG YUEHTreasurerPT$0--
SABRINA TANVice-PresidentPT$0--
Filing and Contact Details

Filer

Filer Name
Daniel Butler School Pta
EIN
04-6116755
Phone
6179935550
Address
90 WHITE STREET, BELMONT, MA 02478

Signing Officer

Name
Jung Yueh
Title
Treasurer
Signed
2019-04-13
Discuss with paid preparer
Yes

Preparer

Firm
Raymond H Morse CPA
Address
59 FARNHAM STREET, BELMONT, MA 02478
Preparer
Raymond H Morse
Phone
6174844427
Supplemental Narrative

Additional Explanations

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

“Fundraising 110,137”

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

“Supplies 4,052”

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

“Administration 2,686”

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

“Dues 251”

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

“Miscellaneous 350”

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

“Payable Beginning of year 1,778, End of year 1,778”

Raw XML Appendix165 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/PersonNm0sham
IRS990EZ/BooksInCareOfDetail/PhoneNum06179933237
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt041 HAWTHORNE STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BELMONT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002478
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt032700
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt046413
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt013713
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0745
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/ForeignOfficeInd0false
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IRS990EZ/GrossReceiptsAmt0131934
IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt030922
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt7010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt8007.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KATHLEEN CONNEELY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAS MITA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MEGAN MORIARTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ELIZABETH ALVERADO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KATHRYN DUNKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SARAH APPLEWHITE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MOLLY ARNASON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JUNG YUEH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8SABRINA TAN
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/OfficerDirectorTrusteeEmplGrp/TitleTxt8VICE-PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0117476
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE EDUCATIONAL ENRICHMENT FOR STUDENTS
IRS990EZ/ProgramServiceRevenueAmt0131934
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION RAISES FUNDS FOR STUDENTS ENRICHMENT PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ADMINISTRATION, SUPPLIES
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01778
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01778
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt0118221
IRS990EZ/TotalRevenueAmt0131934
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0NA
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0103702
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt098094
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt088894
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0290690
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0290690
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0103702
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt098094
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt088894
IRS990ScheduleA/Total509Grp/TotalAmt0290690
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0103702
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt098094
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt088894
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0290690
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Fundraising 110,137
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Supplies 4,052
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Administration 2,686
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Dues 251
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Miscellaneous 350
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Payable Beginning of year 1,778, 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
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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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JUNG YUEH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DANIEL BUTLER SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0DANI
ReturnHeader/Filer/EIN0046116755
ReturnHeader/Filer/PhoneNum06179935550
ReturnHeader/Filer/USAddress/AddressLine1Txt090 WHITE STREET
ReturnHeader/Filer/USAddress/CityNm0BELMONT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.48.60.240
ReturnHeader/FilingSecurityInformation/IPDt02019-04-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm015:39:04
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RAYMOND H MORSE CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt059 FARNHAM STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BELMONT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002478
ReturnHeader/PreparerPersonGrp/PhoneNum06174844427
ReturnHeader/PreparerPersonGrp/PreparationDt02019-04-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RAYMOND H MORSE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-04-13T11:55:30-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$46,413
Liabilities
$1,778
Net assets
$44,635
Revenue
$131,934
Expenses
$118,221
Net income
$13,713
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
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