Civic Intelligence

Sullivan Middle School PTO

990EZ • Fiscal year 2019 • EIN 11-3710150

Sep 01, 2018 to Aug 31, 2019 • Filed on Nov 18, 2019

Organization ProfileN/A
150 Draper StreetLowell, MA 01852

(978) 937-8993

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

20th percentile

-15%

Higher net margin than 20% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

25th percentile

-15%

Faster asset growth than 25% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

22nd percentile

-23%

Faster revenue growth than 22% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$7,930

Down $1,346 (-15%) from 2018

Net Assets

Down

$7,930

Down $1,346 (-15%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin20th percentile

Revenue

Down

$9,221

Down $2,746 (-23%) from 2018

Expenses

Down

$10,567

Down $1,108 (-9.5%) from 2018

Net Income

Down

-$1,346

Down $1,638 (-561%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

$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

2019

Assets$7,930
Liabilities$0
Net Assets$7,930
Open 2019 Filing

Operations Trend

Revenue Growth22nd percentile

Revenue, expenses, and net income across loaded years, with this 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

2019

Revenue$9,221
Expenses$10,567
Net Income-$1,346
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2018 to Aug 31, 2019
Signed
Nov 18, 2019
Return Version
2018v3.1
Gross Receipts
$20,179
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$6,414-
TEACHER APPRECIATION/ MISCELLANEOUS DONATIONS$423-
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOY PROUTPresident-$0--
DANIELLE SOTIRAKOSVice President-$0--
KRISTEN REYNOLDSTreasurer-$0--
COLLEEN MCGRATHSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Race - 5k Fun Run$5,020$2,985$2,985$0
Total Events$5,020$2,985$2,985-
Filing and Contact Details

Filer

Filer Name
Sullivan Middle School Pto
EIN
11-3710150
Phone
9789378993
Address
150 DRAPER STREET, LOWELL, MA 01852

Signing Officer

Name
Joy Prout
Title
President
Phone
9789378993
Signed
2019-11-18
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 $151”

Other Expenses.1

“Class activities & field trip $6414”

Other Expenses.2

“Books, subscription $1970”

Other Expenses.3

“School supplies - scholastic $956”

Other Expenses.4

“Teacher appreciation expense $423”

Other Expenses.5

“FILING FEES $35”

Other Expenses.6

“BANK FEES $8”

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/PersonNm0JOY PROUT
IRS990EZ/BooksInCareOfDetail/PhoneNum09789378993
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0150 DRAPER STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LOWELL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001852
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt09276
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt07930
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt09221
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1346
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0560
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt09276
IRS990EZ/Form990TotalAssetsGrp/EOYAmt07930
IRS990EZ/FundraisingGrossIncomeAmt010958
IRS990EZ/GrantsAndSimilarAmountsPaidAmt050
IRS990EZ/GrossReceiptsAmt020179
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt09276
IRS990EZ/NetAssetsOrFundBalancesEOYAmt07930
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt09276
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt07930
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/PersonNm0JOY PROUT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DANIELLE SOTIRAKOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KRISTEN REYNOLDS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3COLLEEN MCGRATH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt09957
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/GrantsAndAllocationsAmt06414
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt1423
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt010958
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt010567
IRS990EZ/TotalProgramServiceExpensesAmt06837
IRS990EZ/TotalRevenueAmt09221
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01629
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0957
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0817
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03403
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt018420
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt020562
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt013559
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt052541
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt055944
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt020049
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt021519
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt014376
IRS990ScheduleA/Total509Grp/TotalAmt055944
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt020049
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt021519
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt014376
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt055944
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt02035
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt02035
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt02985
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0RACE - 5K FUN RUN
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt05020
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt05020
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt02985
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt02985
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02985
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02985
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $151
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CLASS ACTIVITIES & FIELD TRIP $6414
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOOKS, SUBSCRIPTION $1970
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SCHOOL SUPPLIES - SCHOLASTIC $956
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TEACHER APPRECIATION EXPENSE $423
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FILING FEES $35
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BANK FEES $8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOY PROUT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum09789378993
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SULLIVAN MIDDLE SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0SULL
ReturnHeader/Filer/EIN0113710150
ReturnHeader/Filer/PhoneNum09789378993
ReturnHeader/Filer/USAddress/AddressLine1Txt0150 DRAPER STREET
ReturnHeader/Filer/USAddress/CityNm0LOWELL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001852
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/ReturnTs02019-11-18T08:08:32-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-09-01
ReturnHeader/TaxPeriodEndDt02019-08-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,930
Liabilities
$0
Net assets
$7,930
Revenue
$9,221
Expenses
$10,567
Net income
-$1,346
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