Civic Intelligence

Bethany PTO

990EZ • Fiscal year 2023 • EIN 06-1344021

Jul 01, 2022 to Jun 30, 2023 • Filed on May 15, 2024

Organization ProfileNA
44 Peck RoadBethany, CT 06524

(203) 393-3350

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

78th percentile

25%

Higher net margin than 78% 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

76th percentile

25%

Faster asset growth than 76% of similar nonprofits.

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

Revenue Growth

97th percentile

360%

Faster revenue growth than 97% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$39,031

Up $7,702 (+25%) from 2022

Net Assets

Up

$39,031

Up $7,702 (+25%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin78th percentile

Revenue

Up

$30,574

Up $23,931 (+360%) from 2022

Expenses

Down

$22,872

Down $3,669 (-14%) from 2022

Net Income

Up

$7,702

Up $27,600 (+139%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

$60K$40K$20K$0Assets 2011: $29,148Liabilities 2011: $4,7482011Assets 2012: $30,245Liabilities 2012: $3042012Assets 2013: $40,222Liabilities 2013: $02013Assets 2014: $39,487Liabilities 2014: $02014Assets 2015: $41,375Liabilities 2015: $02015Assets 2016: $49,886Liabilities 2016: $0Net Assets 2016: $49,8862016Assets 2017: $53,527Liabilities 2017: $0Net Assets 2017: $53,5272017Assets 2018: $33,123Liabilities 2018: $0Net Assets 2018: $33,1232018Assets 2019: $45,970Liabilities 2019: $0Net Assets 2019: $45,9702019Assets 2020: $52,190Liabilities 2020: $0Net Assets 2020: $52,1902020Assets 2021: $51,227Liabilities 2021: $0Net Assets 2021: $51,2272021Assets 2022: $31,329Liabilities 2022: $0Net Assets 2022: $31,3292022Assets 2023: $39,031Liabilities 2023: $0Net Assets 2023: $39,0312023Assets 2024: $45,803Liabilities 2024: $0Net Assets 2024: $45,8032024

Highlighted filing

2023

Assets$39,031
Liabilities$0
Net Assets$39,031
Open 2023 Filing

Operations Trend

Revenue Growth97th percentile

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

$60K$40K$20K$0-$20K-$40KRevenue 2011: $25,222Expenses 2011: $23,350Net Income 2011: $1,8722011Revenue 2012: $34,046Expenses 2012: $13,728Net Income 2012: $20,3182012Revenue 2013: $23,944Expenses 2013: $13,968Net Income 2013: $9,9762013Revenue 2014: $26,328Expenses 2014: $27,214Net Income 2014: -$8862014Revenue 2015: $25,770Expenses 2015: $23,882Net Income 2015: $1,8882015Revenue 2016: $29,493Expenses 2016: $20,982Net Income 2016: $8,5112016Revenue 2017: $28,828Expenses 2017: $25,187Net Income 2017: $3,6412017Revenue 2018: $20,471Expenses 2018: $40,875Net Income 2018: -$20,4042018Revenue 2019: $33,432Expenses 2019: $20,585Net Income 2019: $12,8472019Revenue 2020: $24,358Expenses 2020: $18,138Net Income 2020: $6,2202020Revenue 2021: $12,802Expenses 2021: $13,765Net Income 2021: -$9632021Revenue 2022: $6,643Expenses 2022: $26,541Net Income 2022: -$19,8982022Revenue 2023: $30,574Expenses 2023: $22,872Net Income 2023: $7,7022023Revenue 2024: $36,669Expenses 2024: $29,897Net Income 2024: $6,7722024

Highlighted filing

2023

Revenue$30,574
Expenses$22,872
Net Income$7,702
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 15, 2024
Return Version
2022v5.0
Gross Receipts
$82,704
Mission and Program Overview

Mission

Support school prgrmseducationlearning

Program Services

DescriptionGrantsExpenses
Teacher appreciation and classroom supplies-$10,831
Field trips, field day, student awards, student celebrations and fun events-$7,506
Sports equipment, instruments-$1,056
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Melissa ZaldoPresident-$0--
Agnes CrisantiVice President-$0--
Matthew CarlsonTreasurer-$0--
Melanie Rausch-GoldnerSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Quassy Night$14,207$14,207-$14,207
Spring fling$13,659$13,659-$13,659
Total Events$27,866$27,866-$27,866
Filing and Contact Details

Filer

Filer Name
Bethany Pto
EIN
06-1344021
Address
44 PECK ROAD, Bethany, CT 06524

Signing Officer

Name
Matthew Carlson
Title
Treasurer
Phone
2033933350
Signed
2024-05-15
Discuss with paid preparer
No

Preparer

Firm
Danielle Vasilakos
Address
65 Bella Vista Drive, Watertown, CT 06795
Preparer
Danielle Vasilakos
Phone
2036952058
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountInsurance 1,499Program Servies Part III line 28 10,831Program Services Part III line 29 7,506Program Services Part III line 30 1,056Community Meeting 4306th grade and sports shirts 850Misc 200”

Description of other assets Part II line 24

“Category Beginning of Year End of YearApparel inventory 1,423 602”

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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Matthew Carlson
IRS990EZ/BooksInCareOfDetail/PhoneNum02033933350
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt044 PECK ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Bethany
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd006524
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt029906
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt038429
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01326
IRS990EZ/CostOfGoodsSoldAmt03983
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07702
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0300
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt031329
IRS990EZ/Form990TotalAssetsGrp/EOYAmt039031
IRS990EZ/FundraisingGrossIncomeAmt076163
IRS990EZ/GrossProfitLossSlsOfInvntryAmt01232
IRS990EZ/GrossReceiptsAmt082704
IRS990EZ/GrossSalesOfInventoryAmt05215
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt031329
IRS990EZ/NetAssetsOrFundBalancesEOYAmt039031
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt031329
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt039031
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Melissa Zaldo
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Agnes Crisanti
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Matthew Carlson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Melanie Rausch-Goldner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01423
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0602
IRS990EZ/OtherExpensesTotalAmt022372
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Support school prgrmseducationlearning
IRS990EZ/PrintingPublicationsPostageAmt0200
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Teacher appreciation and classroom supplies
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Field trips, field day, student awards, student celebrations and fun events
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Sports equipment, instruments
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt010831
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt17506
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21056
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt048147
IRS990EZ/SpecialEventsNetIncomeLossAmt028016
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CT
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt022872
IRS990EZ/TotalProgramServiceExpensesAmt019393
IRS990EZ/TotalRevenueAmt030574
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01326
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt06850
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt05215
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt023986
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt023470
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt060847
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt096139
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus4YearsAmt035292
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt035292
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01326
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt06850
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt05215
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt023986
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt058762
IRS990ScheduleA/Total509Grp/TotalAmt096139
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01326
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt06850
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt05215
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt023986
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt058762
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt096139
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Spring fling
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Quassy Night
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt013659
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt014207
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt027866
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt013659
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt014207
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt027866
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt027866
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt015508
IRS990ScheduleG/LicensedStatesCd0CT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountInsurance 1,499Program Servies Part III line 28 10,831Program Services Part III line 29 7,506Program Services Part III line 30 1,056Community Meeting 4306th grade and sports shirts 850Misc 200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Category Beginning of Year End of YearApparel inventory 1,423 602
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other assets Part II line 24
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Matthew Carlson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum02033933350
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BETHANY PTO
ReturnHeader/Filer/BusinessNameControlTxt0BETH
ReturnHeader/Filer/EIN0061344021
ReturnHeader/Filer/USAddress/AddressLine1Txt044 PECK ROAD
ReturnHeader/Filer/USAddress/CityNm0Bethany
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006524
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Danielle Vasilakos
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt065 Bella Vista Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Watertown
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006795
ReturnHeader/PreparerPersonGrp/PhoneNum02036952058
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Danielle Vasilakos
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-10-08T11:17:19-04:00
ReturnHeader/ReturnTypeCd0990EZ
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
$39,031
Liabilities
$0
Net assets
$39,031
Revenue
$30,574
Expenses
$22,872
Net income
$7,702
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$45.8$0.00$45.8$36.7$29.9$6.77
2023Detailed filing. Detailed filing data is available for this year.$39.0$0.00$39.0$30.6$22.9$7.70
2022Detailed filing. Detailed filing data is available for this year.$31.3$0.00$31.3$6.64$26.5$19.9
2021Detailed filing. Detailed filing data is available for this year.$51.2$0.00$51.2$12.8$13.8$0.96
2020Detailed filing. Detailed filing data is available for this year.$52.2$0.00$52.2$24.4$18.1$6.22
2019Detailed filing. Detailed filing data is available for this year.$46.0$0.00$46.0$33.4$20.6$12.8
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.1$0.00$33.1$20.5$40.9$20.4
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$53.5$0.00$53.5$28.8$25.2$3.64
2016Detailed filing. Detailed filing data is available for this year.$49.9$0.00$49.9$29.5$21.0$8.51
2015Summary only. Only limited summary data is available for this year.$41.4$0.00$25.8$23.9$1.89
2014Summary only. Only limited summary data is available for this year.$39.5$0.00$26.3$27.2$0.89
2013Summary only. Only limited summary data is available for this year.$40.2$0.00$23.9$14.0$9.98
2012Summary only. Only limited summary data is available for this year.$30.2$0.30$34.0$13.7$20.3
2011Summary only. Only limited summary data is available for this year.$29.1$4.75$25.2$23.4$1.87