Civic Intelligence

Walter C Polson PTO

990EZ • Fiscal year 2014 • EIN 06-1505721

Aug 01, 2013 to Jul 31, 2014 • Filed on Oct 30, 2014

302 Green Hill RoadMadison, CT 06443

(203) 245-6480

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

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

Liabilities / Revenue

55th percentile

0.00x

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

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

Net Margin

96th percentile

73%

Higher net margin than 96% 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

87th percentile

66%

Faster asset growth than 87% of similar nonprofits.

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

Revenue Growth

45th percentile

-0.9%

Faster revenue growth than 45% of similar nonprofits.

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

Assets

Up

$21,228

Up $8,477 (+66%) from 2013

Net Assets

Up

$21,228

Up $8,477 (+66%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Down

$11,650

Down $106 (-0.9%) from 2013

Expenses

Down

$3,173

Down $7,103 (-69%) from 2013

Net Income

Up

$8,477

Up $6,997 (+473%) from 2013

Historical Trend

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2012: $11,271Net Assets 2012: $11,2712012Assets 2013: $12,751Liabilities 2013: $0Net Assets 2013: $12,7512013Assets 2014: $21,228Liabilities 2014: $0Net Assets 2014: $21,2282014Assets 2015: $9,847Liabilities 2015: $0Net Assets 2015: $9,8472015

Highlighted filing

2014

Assets$21,228
Liabilities$0
Net Assets$21,228

Operations Trend

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

$20K$10K$0-$10K-$20KRevenue 2012: $13,958Expenses 2012: $10,875Net Income 2012: $3,0832012Revenue 2013: $11,756Expenses 2013: $10,276Net Income 2013: $1,4802013Revenue 2014: $11,650Expenses 2014: $3,173Net Income 2014: $8,4772014Revenue 2015: $7,240Expenses 2015: $18,621Net Income 2015: -$11,3812015

Highlighted filing

2014

Revenue$11,650
Expenses$3,173
Net Income$8,477
Jump To
Filing Snapshot
Filing Period
Aug 1, 2013 to Jul 31, 2014
Signed
Oct 30, 2014
Return Version
2013v3.1
Gross Receipts
$11,650
Mission and Program Overview

Mission

See Schedule O

Program Services

DescriptionGrantsExpenses
SEE SCHEDULE O-$2,206
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARIBEL FRIENDCo-PresidentPT$0--
CLAUDIA DUNSMORECo-PresidentPT$0--
JENNIFER CONROYCo Vice-PresidentPT$0--
HEATHER EDGECOMBCo Vice-PresidentPT$0--
SHARON KOKORUDATreasurerPT$0--
Filing and Contact Details

Filer

EIN
06-1505721
Phone
2032456480

Signing Officer

Name
Sharon Kokoruda
Title
Treasurer
Phone
2032456480
Signed
2014-10-30

Preparer

Preparer
Mary Jo Walker
Phone
2032456175
Supplemental Narrative

Additional Explanations

Part III

This organization's primary purpose is to enhance the learning

Part III

experience of all children in the school with parent and

Part III

teacher members. Polson School PTO provides a forum for and

Part III

promotes the sharing of information on issues which impact the

Part III

children and school. It also provides services and sponsors

Part III

events which directly benefit the children.

Part III, Line 28

During the year, educational workshops were held, cultural arts

Part III, Line 28

programs were held, and gifts were given to the school. The

Part III, Line 28

entire student, teacher, and other staff member population at

Part III, Line 28

Polson School benefited from these activities.

Form 990EZ, Part I, Line 16

Program expenses 2206. Hospitality 352. Teacher/staff appreciation 315.

Raw XML Appendix161 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/PersonNm0SHARON KOKORUDA
IRS990EZ/BooksInCareOfDetail/PhoneNum02036053749
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1023 Alex Drive
IRS990EZ/BooksInCareOfDetail/USAddress/City0Madison
IRS990EZ/BooksInCareOfDetail/USAddress/State0CT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode006443
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt012751
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt021228
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt010340
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt08477
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0300
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt012751
IRS990EZ/Form990TotalAssetsGrp/EOYAmt021228
IRS990EZ/FundraisingGrossIncomeAmt00
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IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt011650
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt012751
IRS990EZ/NetAssetsOrFundBalancesEOYAmt021228
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt012751
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARIBEL FRIEND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CLAUDIA DUNSMORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JENNIFER CONROY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3HEATHER EDGECOMB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SHARON KOKORUDA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Co-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Co-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Co Vice-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Co Vice-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt02873
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0See Schedule O
IRS990EZ/ProgramServiceRevenueAmt01310
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SEE SCHEDULE O
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02206
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt03173
IRS990EZ/TotalProgramServiceExpensesAmt02206
IRS990EZ/TotalRevenueAmt011650
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt010340
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt011756
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt013103
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt011482
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt014272
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt060953
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01310
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0855
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt02637
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt02140
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt06942
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt067895
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt011650
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt011756
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt013958
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt014119
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt016412
IRS990ScheduleA/Total509Grp/TotalAmt067895
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt067895
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0This organization's primary purpose is to enhance the learning
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1experience of all children in the school with parent and
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2teacher members. Polson School PTO provides a forum for and
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3promotes the sharing of information on issues which impact the
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4children and school. It also provides services and sponsors
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5events which directly benefit the children.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6During the year, educational workshops were held, cultural arts
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7programs were held, and gifts were given to the school. The
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8entire student, teacher, and other staff member population at
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Polson School benefited from these activities.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10PROGRAM EXPENSES 2206. HOSPITALITY 352. TEACHER/STAFF APPRECIATION 315.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Part III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Part III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Part III, Line 28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Part III, Line 28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Part III, Line 28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Part III, Line 28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SHARON KOKORUDA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02032456480
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine10Polson School PTO
ReturnHeader/Filer/BusinessNameControlTxt0POLS
ReturnHeader/Filer/EIN0061505721
ReturnHeader/Filer/PhoneNum02032456480
ReturnHeader/Filer/USAddress/AddressLine10302 Green Hill Road
ReturnHeader/Filer/USAddress/City0Madison
ReturnHeader/Filer/USAddress/State0CT
ReturnHeader/Filer/USAddress/ZIPCode006443
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10MJW EA & Company LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10206-A Boston Post Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Madison
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode006443
ReturnHeader/PreparerPersonGrp/PhoneNum02032456175
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY JO WALKER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-11-18T11:36:32-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-08-01
ReturnHeader/TaxPeriodEndDt02014-07-31
ReturnHeader/TaxYr02013

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Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • <$500k nonprofits