Civic Intelligence

Sullivan Middle School PTO

EIN 11-3710150 • 501(c)3 • Lowell, MA

Profile

To raise funds and provide a means to offer additional activities and improve the life of students of the sullivan middle school.

322 Butman RoadLowell, MA 01852

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

6th percentile

-196%

Higher net margin than 6% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

32nd percentile

-18%

Faster asset growth than 32% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2025

Revenue Growth

32nd percentile

-20%

Faster revenue growth than 32% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$7,080

Down $7,006 (-50%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$7,080

Down $7,006 (-50%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin6th percentile

Revenue

Down

$3,572

Down $7,150 (-67%) from 2024

Expenses

Up

$10,578

Up $3,531 (+50%) from 2024

Net Income

Down

-$7,006

Down $10,681 (-291%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth32nd percentile

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

$15K$10K$5.0K$0Assets 2017: $8,984Liabilities 2017: $0Net Assets 2017: $8,9842017Assets 2018: $9,276Liabilities 2018: $0Net Assets 2018: $9,2762018Assets 2019: $7,930Liabilities 2019: $0Net Assets 2019: $7,9302019Assets 2020: $10,899Liabilities 2020: $0Net Assets 2020: $10,8992020Assets 2021: $5,193Liabilities 2021: $0Net Assets 2021: $5,1932021Assets 2022: $7,234Liabilities 2022: $0Net Assets 2022: $7,2342022Assets 2023: $10,411Liabilities 2023: $0Net Assets 2023: $10,4112023Assets 2024: $14,086Net Assets 2024: $14,0862024Assets 2025: $7,080Net Assets 2025: $7,0802025

Highlighted filing

2025

Assets$7,080
Liabilities-
Net Assets$7,080
Open 2025 Filing

Operations Trend

Revenue Growth32nd percentile

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

$15K$10K$5.0K$0-$5.0K-$10KRevenue 2017: $7,901Expenses 2017: $9,563Net Income 2017: -$1,6622017Revenue 2018: $11,967Expenses 2018: $11,675Net Income 2018: $2922018Revenue 2019: $9,221Expenses 2019: $10,567Net Income 2019: -$1,3462019Revenue 2020: $11,505Expenses 2020: $8,536Net Income 2020: $2,9692020Revenue 2021: $1,065Expenses 2021: $6,771Net Income 2021: -$5,7062021Revenue 2022: $5,136Expenses 2022: $3,095Net Income 2022: $2,0412022Revenue 2023: $5,524Expenses 2023: $2,347Net Income 2023: $3,1772023Revenue 2024: $10,722Expenses 2024: $7,047Net Income 2024: $3,6752024Revenue 2025: $3,572Expenses 2025: $10,578Net Income 2025: -$7,0062025

Highlighted filing

2025

Revenue$3,572
Expenses$10,578
Net Income-$7,006
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,080
Liabilities
-
Net assets
$7,080
Revenue
$3,572
Expenses
$10,578
Net income
-$7,006
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.08$7.08$3.57$10.6$7.01
2024Detailed filing. Detailed filing data is available for this year.$14.1$14.1$10.7$7.05$3.68
2023Detailed filing. Detailed filing data is available for this year.$10.4$0.00$10.4$5.52$2.35$3.18
2022Detailed filing. Detailed filing data is available for this year.$7.23$0.00$7.23$5.14$3.10$2.04
2021Detailed filing. Detailed filing data is available for this year.$5.19$0.00$5.19$1.07$6.77$5.71
2020Detailed filing. Detailed filing data is available for this year.$10.9$0.00$10.9$11.5$8.54$2.97
2019Detailed filing. Detailed filing data is available for this year.$7.93$0.00$7.93$9.22$10.6$1.35
2018Detailed filing. Detailed filing data is available for this year.$9.28$0.00$9.28$12.0$11.7$0.29
2017Detailed filing. Detailed filing data is available for this year.$8.98$0.00$8.98$7.90$9.56$1.66
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2024 to Aug 31, 2025
Signed
Feb 6, 2026
Return Version
2024v5.2
Gross Receipts
$4,425
Mission and Program Overview

Mission

To raise funds and provide a means to offer additional activities and improve the life of students of the sullivan middle school.

Program Services

DescriptionGrantsExpenses
PTO SPONSORED EVENTS THAT PROVIDE ADDITIONAL SUPPORT TO VARIOUS DEPARTMENTS AND FURTHER ENHANCE THE QUALITY OF SERVICES AT THE SCHOOL-$8,721
TEACHER APPRECIATION/ MISCELLANEOUS DONATIONS-$958
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARIE SULLIVANPresident-$0--
DANIELLE SOTIRAKOSVice President-$0--
COLLEEN MCGRATHVice President-$0--
BOB MONTGOMERYTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Sullivan Middle School Pto
EIN
11-3710150
Phone
9787015500
Address
322 BUTMAN ROAD, LOWELL, MA 01852

Signing Officer

Name
Marie Sullivan
Title
President
Signed
2026-02-06
Discuss with paid preparer
Yes

Preparer

Firm
Sullivan Dixon & Co Pc
Address
59 LOWES WAY STE 402, LOWELL, MA 01851
Preparer
Charles V Sullivan Cpapfs Cfp
Phone
9784548809
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $199”

Other Expenses.1

“Class activities & field trip $8721”

Other Expenses.2

“Teacher appreciation expense $958”

Raw XML Appendix154 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/PersonNm0BOB MONTGOMERY
IRS990EZ/BooksInCareOfDetail/PhoneNum09787015500
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0322 BUTMAN ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LOWELL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001852
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt014086
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt07080
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03572
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-7006
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0700
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt014086
IRS990EZ/Form990TotalAssetsGrp/EOYAmt07080
IRS990EZ/FundraisingGrossIncomeAmt0853
IRS990EZ/GrossReceiptsAmt04425
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt014086
IRS990EZ/NetAssetsOrFundBalancesEOYAmt07080
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt014086
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt07080
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARIE SULLIVAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DANIELLE SOTIRAKOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2COLLEEN MCGRATH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BOB MONTGOMERY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt09878
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO RAISE FUNDS AND PROVIDE A MEANS TO OFFER ADDITIONAL ACTIVITIES AND IMPROVE THE LIFE OF STUDENTS OF THE SULLIVAN MIDDLE SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PTO SPONSORED EVENTS THAT PROVIDE ADDITIONAL SUPPORT TO VARIOUS DEPARTMENTS AND FURTHER ENHANCE THE QUALITY OF SERVICES AT THE SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TEACHER APPRECIATION/ MISCELLANEOUS DONATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt08721
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1958
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0853
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt010578
IRS990EZ/TotalProgramServiceExpensesAmt09679
IRS990EZ/TotalRevenueAmt03572
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0313
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0317
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt04424
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt011424
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt08200
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt08523
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt02115
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt034686
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt035003
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt04425
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt011425
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt08201
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt08524
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt02428
IRS990ScheduleA/Total509Grp/TotalAmt035003
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt04425
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt011425
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt08201
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt02428
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt035003
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $199
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CLASS ACTIVITIES & FIELD TRIP $8721
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TEACHER APPRECIATION EXPENSE $958
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARIE SULLIVAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SULLIVAN MIDDLE SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0SULL
ReturnHeader/Filer/EIN0113710150
ReturnHeader/Filer/PhoneNum09787015500
ReturnHeader/Filer/USAddress/AddressLine1Txt0322 BUTMAN ROAD
ReturnHeader/Filer/USAddress/CityNm0LOWELL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001852
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0262860895
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SULLIVAN DIXON & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt059 LOWES WAY STE 402
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOWELL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001851
ReturnHeader/PreparerPersonGrp/PhoneNum09784548809
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHARLES V SULLIVAN CPAPFS CFP
ReturnHeader/ReturnTs02026-02-06T07:05:55-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-09-01
ReturnHeader/TaxPeriodEndDt02025-08-31
ReturnHeader/TaxYr02024

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