Civic Intelligence

Sullivan Middle School PTO

990EZ • Fiscal year 2020 • EIN 11-3710150

Sep 01, 2019 to Aug 31, 2020 • Filed on Nov 14, 2020

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

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

75th percentile

26%

Higher net margin than 75% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

76th percentile

37%

Faster asset growth than 76% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

82nd percentile

25%

Faster revenue growth than 82% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$10,899

Up $2,969 (+37%) from 2019

Net Assets

Up

$10,899

Up $2,969 (+37%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin75th percentile

Revenue

Up

$11,505

Up $2,284 (+25%) from 2019

Expenses

Down

$8,536

Down $2,031 (-19%) from 2019

Net Income

Up

$2,969

Up $4,315 (+321%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth76th 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

2020

Assets$10,899
Liabilities$0
Net Assets$10,899
Open 2020 Filing

Operations Trend

Revenue Growth82nd 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

2020

Revenue$11,505
Expenses$8,536
Net Income$2,969
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2019 to Aug 31, 2020
Signed
Nov 14, 2020
Return Version
2019v5.0
Gross Receipts
$24,965
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$2,189-
TEACHER APPRECIATION/ MISCELLANEOUS DONATIONS$15-
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

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

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Yankee Candle$7,255$4,172$4,172$0
Race - 5k Fun Run$5,750$2,474$2,474$0
Total Events$18,614$8,276$8,276-
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
Signed
2020-11-14
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 $456”

Other Expenses.1

“Books, subscription $5104”

Other Expenses.2

“Class activities & field trip $2189”

Other Expenses.3

“FILING FEES $35”

Other Expenses.4

“Teacher appreciation expense $15”

Other Expenses.5

“BANK FEES $7”

Raw XML Appendix179 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/BOYAmt07930
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt010899
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt011505
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02969
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0580
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt07930
IRS990EZ/Form990TotalAssetsGrp/EOYAmt010899
IRS990EZ/FundraisingGrossIncomeAmt013460
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0150
IRS990EZ/GrossReceiptsAmt024965
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt07930
IRS990EZ/NetAssetsOrFundBalancesEOYAmt010899
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt07930
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt010899
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SOPHEAK OEUR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOY PROUT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DANIELLE SOTIRAKOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KRISTEN REYNOLDS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4COLLEEN MCGRATH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-VICE PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt07806
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/GrantsAndAllocationsAmt02189
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt115
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt013460
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt08536
IRS990EZ/TotalProgramServiceExpensesAmt02204
IRS990EZ/TotalRevenueAmt011505
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0200
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01629
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0957
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0817
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03603
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt024765
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt018420
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt020562
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt013559
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt077306
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt080909
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt024965
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt020049
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt021519
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt014376
IRS990ScheduleA/Total509Grp/TotalAmt080909
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt024965
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt020049
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt021519
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt014376
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt080909
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt010338
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt03083
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt03276
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt03979
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt08276
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0YANKEE CANDLE
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0RACE - 5K FUN RUN
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt07255
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt05750
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt05609
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt018614
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt04172
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt02474
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt01630
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt08276
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt01630
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt08276
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04172
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02474
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $456
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOOKS, SUBSCRIPTION $5104
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CLASS ACTIVITIES & FIELD TRIP $2189
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FILING FEES $35
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TEACHER APPRECIATION EXPENSE $15
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BANK FEES $7
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
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOY PROUT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-14
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/ReturnTs02020-11-14T08:43:55-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-09-01
ReturnHeader/TaxPeriodEndDt02020-08-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,899
Liabilities
$0
Net assets
$10,899
Revenue
$11,505
Expenses
$8,536
Net income
$2,969
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