Civic Intelligence

Littleton PTA

990EZ • Fiscal year 2023 • EIN 04-6382310

Jul 01, 2022 to Jun 30, 2023 • Filed on Feb 12, 2024

Organization ProfileN/A
PO Box 703Littleton, MA 01460

(617) 922-7564

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

53rd percentile

4.9%

Higher net margin than 53% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

61st percentile

7.9%

Faster asset growth than 61% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

48th percentile

2.6%

Faster revenue growth than 48% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$34,011

Up $2,480 (+7.9%) from 2022

Net Assets

Up

$34,011

Up $2,480 (+7.9%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin53rd percentile

Revenue

Up

$50,807

Up $1,277 (+2.6%) from 2022

Expenses

Up

$48,327

Up $2,587 (+5.7%) from 2022

Net Income

Down

$2,480

Down $1,310 (-35%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$60K$40K$20K$0Assets 2016: $32,459Liabilities 2016: $0Net Assets 2016: $32,4592016Assets 2017: $36,718Net Assets 2017: $36,7182017Assets 2018: $52,555Liabilities 2018: $0Net Assets 2018: $52,5552018Assets 2019: $32,782Liabilities 2019: $0Net Assets 2019: $32,7822019Assets 2020: $39,827Liabilities 2020: $0Net Assets 2020: $39,8272020Assets 2021: $27,741Liabilities 2021: $0Net Assets 2021: $27,7412021Assets 2022: $31,531Liabilities 2022: $0Net Assets 2022: $31,5312022Assets 2023: $34,011Liabilities 2023: $0Net Assets 2023: $34,0112023Assets 2024: $37,298Liabilities 2024: $0Net Assets 2024: $37,2982024Assets 2025: $44,988Net Assets 2025: $44,9882025

Highlighted filing

2023

Assets$34,011
Liabilities$0
Net Assets$34,011
Open 2023 Filing

Operations Trend

Revenue Growth48th percentile

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

$100K$50K$0-$50KRevenue 2016: $44,049Expenses 2016: $34,394Net Income 2016: $9,6552016Revenue 2017: $47,516Expenses 2017: $43,257Net Income 2017: $4,2592017Revenue 2018: $63,254Expenses 2018: $47,417Net Income 2018: $15,8372018Revenue 2019: $47,382Expenses 2019: $67,155Net Income 2019: -$19,7732019Revenue 2020: $63,278Expenses 2020: $56,233Net Income 2020: $7,0452020Revenue 2021: $34,376Expenses 2021: $46,463Net Income 2021: -$12,0872021Revenue 2022: $49,530Expenses 2022: $45,740Net Income 2022: $3,7902022Revenue 2023: $50,807Expenses 2023: $48,327Net Income 2023: $2,4802023Revenue 2024: $59,674Expenses 2024: $56,387Net Income 2024: $3,2872024Revenue 2025: $54,197Expenses 2025: $46,507Net Income 2025: $7,6902025

Highlighted filing

2023

Revenue$50,807
Expenses$48,327
Net Income$2,480
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Feb 12, 2024
Return Version
2022v5.0
Gross Receipts
$62,378
Mission and Program Overview

Mission

Support Littleton Public Schools.

Program Services

DescriptionGrantsExpenses
Provide enrichement opportunities for the 1400 students in the Littleton Public School System.-$46,350
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sarah DonavanPresident-$0--
Kerri LaVoieVice President-$0--
Rebecca LewisTreasurer-$0--
Colleen FeltusSecretary-$0--
Anne FornicolaMembership-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Book Fair$16,103$16,103$3,781$12,322
Springfest$15,317$15,317$2,170$13,147
Total Events$31,420$31,420$5,951$25,469
Filing and Contact Details

Filer

Filer Name
Littleton PTA
EIN
04-6382310
Phone
6179227564
Address
PO Box 703, Littleton, MA 01460

Signing Officer

Name
Rebecca Lewis
Title
Treasurer
Signed
2024-02-12
Discuss with paid preparer
Yes

Preparer

Firm
Vallas & Arrison PC
Address
312 Great Road, Littleton, MA 01460
Preparer
George P Vallas CPA
Phone
9784869855
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $589”

Other Expenses.1012

“Insurance $115”

Other Expenses.1

“School Enrichment Programs $35876”

Other Expenses.2

“Staff Appreciation $9814”

Other Expenses.3

“National Association Dues $591”

Other Expenses.4

“Teacher Retirement Gift $350”

Other Expenses.5

“Annual Appeal Expense $310”

Raw XML Appendix176 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/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Sarah Donavan
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Colleen Feltus
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Anne Fornicola
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Membership
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt047645
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Support Littleton Public Schools.
IRS990EZ/PrintingPublicationsPostageAmt082
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provide enrichement opportunities for the 1400 students in the Littleton Public School System.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt046350
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt011571
IRS990EZ/SpecialEventsNetIncomeLossAmt023486
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt048327
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IRS990EZ/TotalRevenueAmt050807
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt024687
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt033132
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt029018
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt040049
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt035077
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0161963
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt013
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt025
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt04
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt026
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt068
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99960
IRS990ScheduleA/PublicSupportPY170Pct00.99950
IRS990ScheduleA/PublicSupportTotal170Amt0161963
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt024687
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt033132
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt029018
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt035077
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0161963
IRS990ScheduleA/TotalSupportAmt0162031
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt05951
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Book Fair
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Springfest
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt016103
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt015317
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt031420
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt016103
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt015317
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt031420
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt025469
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt05951
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03781
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02170
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $589
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $115
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2School Enrichment Programs $35876
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Staff Appreciation $9814
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4National Association Dues $591
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Teacher Retirement Gift $350
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Annual Appeal Expense $310
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Rebecca Lewis
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Littleton PTA
ReturnHeader/Filer/BusinessNameControlTxt0LITT
ReturnHeader/Filer/EIN0046382310
ReturnHeader/Filer/PhoneNum06179227564
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 703
ReturnHeader/Filer/USAddress/CityNm0Littleton
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001460
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043215625
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Vallas & Arrison PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0312 Great Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Littleton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001460
ReturnHeader/PreparerPersonGrp/PhoneNum09784869855
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0George P Vallas CPA
ReturnHeader/ReturnTs02024-02-12T10:55:44-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Rebecca
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Lewis
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$34,011
Liabilities
$0
Net assets
$34,011
Revenue
$50,807
Expenses
$48,327
Net income
$2,480
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$45.0$45.0$54.2$46.5$7.69
2024Detailed filing. Detailed filing data is available for this year.$37.3$0.00$37.3$59.7$56.4$3.29
2023Detailed filing. Detailed filing data is available for this year.$34.0$0.00$34.0$50.8$48.3$2.48
2022Detailed filing. Detailed filing data is available for this year.$31.5$0.00$31.5$49.5$45.7$3.79
2021Detailed filing. Detailed filing data is available for this year.$27.7$0.00$27.7$34.4$46.5$12.1
2020Detailed filing. Detailed filing data is available for this year.$39.8$0.00$39.8$63.3$56.2$7.05
2019Detailed filing. Detailed filing data is available for this year.$32.8$0.00$32.8$47.4$67.2$19.8
2018Detailed filing. Detailed filing data is available for this year.$52.6$0.00$52.6$63.3$47.4$15.8
2017Detailed filing. Detailed filing data is available for this year.$36.7$36.7$47.5$43.3$4.26
2016Detailed filing. Detailed filing data is available for this year.$32.5$0.00$32.5$44.0$34.4$9.66