Civic Intelligence

Essex Parents and Teachers Inc

EIN 06-1278390 • 501(c)3 • Centerbrook, CT

Profile

Promotion of field trips, cultural arts & playground improvement.

108 Main StreetCenterbrook, CT 06409
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

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

Liabilities / Revenue

62nd percentile

0.00x

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

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

Net Margin

74th percentile

20%

Higher net margin than 74% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

82nd percentile

35%

Faster asset growth than 82% of similar nonprofits.

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

Revenue Growth

35th percentile

-18%

Faster revenue growth than 35% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$20,779

Up $5,411 (+35%) from 2017

Liabilities

Flat

$0

Flat from 2017

Net Assets

Up

$20,779

Up $5,411 (+35%) from 2017

Operations
Liabilities / Revenue62nd percentileNet Margin74th percentile

Revenue

Down

$26,903

Down $5,779 (-18%) from 2017

Expenses

Down

$21,492

Down $5,636 (-21%) from 2017

Net Income

Down

$5,411

Down $143 (-2.6%) from 2017

Trend Graphs

Balance Sheet Trend

Asset Growth82nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30K$20K$10K$0Assets 2011: $18,904Liabilities 2011: $02011Assets 2012: $13,216Liabilities 2012: $02012Assets 2013: $15,009Liabilities 2013: $0Net Assets 2013: $15,0092013Assets 2014: $19,920Liabilities 2014: $0Net Assets 2014: $19,9202014Assets 2015: $12,948Liabilities 2015: $0Net Assets 2015: $12,9482015Assets 2016: $9,814Liabilities 2016: $0Net Assets 2016: $9,8142016Assets 2017: $15,368Liabilities 2017: $0Net Assets 2017: $15,3682017Assets 2018: $20,779Liabilities 2018: $0Net Assets 2018: $20,7792018

Highlighted filing

2018

Assets$20,779
Liabilities$0
Net Assets$20,779
Open 2018 Filing

Operations Trend

Revenue Growth35th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20KRevenue 2011: $37,933Expenses 2011: $41,303Net Income 2011: -$3,3702011Revenue 2012: $31,813Expenses 2012: $37,501Net Income 2012: -$5,6882012Revenue 2013: $35,640Expenses 2013: $33,847Net Income 2013: $1,7932013Revenue 2014: $38,501Expenses 2014: $33,590Net Income 2014: $4,9112014Revenue 2015: $29,948Expenses 2015: $36,920Net Income 2015: -$6,9722015Revenue 2016: $31,514Expenses 2016: $34,648Net Income 2016: -$3,1342016Revenue 2017: $32,682Expenses 2017: $27,128Net Income 2017: $5,5542017Revenue 2018: $26,903Expenses 2018: $21,492Net Income 2018: $5,4112018

Highlighted filing

2018

Revenue$26,903
Expenses$21,492
Net Income$5,411
Open 2018 Filing

Filings

Most recent year

2018 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$20,779
Liabilities
$0
Net assets
$20,779
Revenue
$26,903
Expenses
$21,492
Net income
$5,411
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.8$0.00$20.8$26.9$21.5$5.41
2017Detailed filing. Detailed filing data is available for this year.$15.4$0.00$15.4$32.7$27.1$5.55
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.81$0.00$9.81$31.5$34.6$3.13
2015Detailed filing. Detailed filing data is available for this year.$12.9$0.00$12.9$29.9$36.9$6.97
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$19.9$0.00$19.9$38.5$33.6$4.91
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.0$0.00$15.0$35.6$33.8$1.79
2012Summary only. Only limited summary data is available for this year.$13.2$0.00$31.8$37.5$5.69
2011Summary only. Only limited summary data is available for this year.$18.9$0.00$37.9$41.3$3.37
Latest Detailed Filing

The latest 2018 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2017 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Sep 1, 2017
Return Version
2016v3.0
Gross Receipts
$55,063
Mission and Program Overview

Mission

Promotion of field trips, cultural arts & playground improvement.

Program Services

DescriptionGrantsExpenses
CLASS FIELD TRIPS FOR GRADES K-6 AT THE ELEMENTARY SCHOOL. SERVED ALL 500+ STUDENTS ATTENDING THE SCHOOL BY PAYING FOR OR SUBSIDIZING FIELD TRIPS.-$10,916
CULTURAL ARTS APPRECIATION FOR GRADES K-6 AT THE ELEMENTARY SCHOOL. SERVED ALL 500+ STUDENTS ATTENDING THE SCHOOL BY PROVIDING APPRECIATION FOR THE ARTS.-$7,900
VARIOUS OTHER PROGRAMS AND ACTIVITIES-$7,085
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KIMBERLY HILLVice-Preside-$0--
JILL LUNDBERGTreasurer-$0--
SARAH BURRILL-MANCOCo-Recording-$0--
SARAH WHITNEYCo-Recording-$0--
KRISTEN ALEXANDERPresident-$0--
KATE BEICHNERCorrespondin-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Book Fair$18,692$18,692$14,690$4,002
Other Various E$18,499$18,499$4,027$14,472
Total Events$50,559$49,159$22,381$26,778
Filing and Contact Details

Filer

Filer Name
Essex Parents & Teachers Inc
EIN
06-1278390
Phone
8607678215
Address
108 MAIN STREET, CENTERBROOK, CT 06409

Signing Officer

Name
Jill Lundberg
Title
Treasurer
Phone
8607678215
Signed
2017-09-01

Preparer

Firm
Crehan Group LLC
Address
90 MAIN ST SUITE 206, CENTERBROOK, CT 06409-1058
Preparer
Tania M Crosby CPA
Phone
8607671991
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses cultural arts 7,900 class field trips 10,916 enrichment 3,642 pto insurance 919 school/home connection ex 1,240 donations 800 administrative expenses 119 misc program expenses 1,403 hosptiatlity programs 189 total 27,128”

Form 990-ez, Part III

“Promotion of field trips, cultural arts & playground improvement.”

Raw XML Appendix169 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JILL LUNDBERG
IRS990EZ/BooksInCareOfDetail/PhoneNum08609610443
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt016 BIRCH MILL TRAIL
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ESSEX
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd006426
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt09814
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt015368
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt05900
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05554
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt09814
IRS990EZ/Form990TotalAssetsGrp/EOYAmt015368
IRS990EZ/FundraisingGrossIncomeAmt049159
IRS990EZ/GrossReceiptsAmt055063
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt04
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt09814
IRS990EZ/NetAssetsOrFundBalancesEOYAmt015368
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt09814
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt015368
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KIMBERLY HILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JILL LUNDBERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SARAH BURRILL-MANCO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SARAH WHITNEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KRISTEN ALEXANDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KATE BEICHNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VICE-PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CO-RECORDING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CO-RECORDING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5CORRESPONDIN
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt027128
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTION OF FIELD TRIPS, CULTURAL ARTS & PLAYGROUND IMPROVEMENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CULTURAL ARTS APPRECIATION FOR GRADES K-6 AT THE ELEMENTARY SCHOOL. SERVED ALL 500+ STUDENTS ATTENDING THE SCHOOL BY PROVIDING APPRECIATION FOR THE ARTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1CLASS FIELD TRIPS FOR GRADES K-6 AT THE ELEMENTARY SCHOOL. SERVED ALL 500+ STUDENTS ATTENDING THE SCHOOL BY PAYING FOR OR SUBSIDIZING FIELD TRIPS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2VARIOUS OTHER PROGRAMS AND ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt07900
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt110916
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt27085
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt022381
IRS990EZ/SpecialEventsNetIncomeLossAmt026778
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt027128
IRS990EZ/TotalProgramServiceExpensesAmt025901
IRS990EZ/TotalRevenueAmt032682
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05900
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02675
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02422
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt04248
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt06071
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt021316
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt049163
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt062293
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt061830
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt076391
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt054599
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0304276
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0325592
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt055063
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt064968
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt064252
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt080639
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt060670
IRS990ScheduleA/Total509Grp/TotalAmt0325592
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt055063
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt064968
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt064252
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt080639
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt060670
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0325592
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt01400
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt01400
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt022381
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0OTHER VARIOUS E
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt018692
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt018499
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt013368
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt050559
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt018692
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt018499
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt011968
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt049159
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt026778
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt03664
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt022381
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt014690
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt04027
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES CULTURAL ARTS 7,900 CLASS FIELD TRIPS 10,916 ENRICHMENT 3,642 PTO INSURANCE 919 SCHOOL/HOME CONNECTION EX 1,240 DONATIONS 800 ADMINISTRATIVE EXPENSES 119 MISC PROGRAM EXPENSES 1,403 HOSPTIATLITY PROGRAMS 189 TOTAL 27,128
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PROMOTION OF FIELD TRIPS, CULTURAL ARTS & PLAYGROUND IMPROVEMENT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JILL LUNDBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08607678215
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ESSEX PARENTS & TEACHERS INC
ReturnHeader/Filer/BusinessNameControlTxt0ESSE
ReturnHeader/Filer/EIN0061278390
ReturnHeader/Filer/PhoneNum08607678215
ReturnHeader/Filer/USAddress/AddressLine1Txt0108 MAIN STREET
ReturnHeader/Filer/USAddress/CityNm0CENTERBROOK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006409
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0369B8059A9915DF27F7270DC0ED199D7F149CA52
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId070FB5A23663076FDE8B9A7C995D4633C8171F185
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0460970404
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CREHAN GROUP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt090 MAIN ST SUITE 206
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CENTERBROOK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0064091058
ReturnHeader/PreparerPersonGrp/PhoneNum08607671991
ReturnHeader/PreparerPersonGrp/PreparationDt02017-09-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TANIA M CROSBY CPA
ReturnHeader/ReturnTs02017-09-05T10:31:29-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

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