Civic Intelligence

Sullivan Middle School PTO

990EZ • Fiscal year 2022 • EIN 11-3710150

Sep 01, 2021 to Aug 31, 2022 • Filed on Jan 02, 2023

Organization ProfileN/A
322 Butman RoadLowell, MA 01852

(978) 701-5500

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.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

85th percentile

40%

Higher net margin than 85% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

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.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

81st percentile

39%

Faster asset growth than 81% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

95th percentile

382%

Faster revenue growth than 95% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$7,234

Up $2,041 (+39%) from 2021

Net Assets

Up

$7,234

Up $2,041 (+39%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin85th percentile

Revenue

Up

$5,136

Up $4,071 (+382%) from 2021

Expenses

Down

$3,095

Down $3,676 (-54%) from 2021

Net Income

Up

$2,041

Up $7,747 (+136%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth81st 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

2022

Assets$7,234
Liabilities$0
Net Assets$7,234
Open 2022 Filing

Operations Trend

Revenue Growth95th 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

2022

Revenue$5,136
Expenses$3,095
Net Income$2,041
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2021 to Aug 31, 2022
Signed
Jan 2, 2023
Return Version
2021v4.1
Gross Receipts
$8,524
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-$984
TEACHER APPRECIATION/ MISCELLANEOUS DONATIONS-$377
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARIE SULLIVANPresident-$0--
DANIELLE SOTIRAKOSVice President-$0--
COLLEEN MCGRATHVice President-$0--
BOB MONTGOMERYTreasurer-$0--
COURTNEY BUCKLEYCo-President-$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
2023-01-02
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.1

“Books, subscription $1067”

Other Expenses.2

“Class activities & field trip $984”

Other Expenses.3

“Teacher appreciation expense $377”

Other Expenses.4

“FILING FEES $35”

Other Expenses.5

“BANK FEES $7”

Raw XML Appendix168 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/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/BOYAmt05193
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt07234
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt05136
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02041
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0605
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt05193
IRS990EZ/Form990TotalAssetsGrp/EOYAmt07234
IRS990EZ/FundraisingGrossIncomeAmt03388
IRS990EZ/GrantsAndSimilarAmountsPaidAmt020
IRS990EZ/GrossReceiptsAmt08524
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt05193
IRS990EZ/NetAssetsOrFundBalancesEOYAmt07234
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt05193
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt07234
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARIE SULLIVAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DANIELLE SOTIRAKOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2COLLEEN MCGRATH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BOB MONTGOMERY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4COURTNEY BUCKLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CO-PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt02470
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/ProgramServiceExpensesAmt0984
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1377
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt03388
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt03095
IRS990EZ/TotalProgramServiceExpensesAmt01361
IRS990EZ/TotalRevenueAmt05136
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0313
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0200
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01629
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0957
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03100
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt08523
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt02115
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt024765
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt018420
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt020562
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt074385
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt077485
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt08524
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt02428
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt024965
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt020049
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt021519
IRS990ScheduleA/Total509Grp/TotalAmt077485
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt08524
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt02428
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt024965
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt020049
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt021519
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt077485
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOOKS, SUBSCRIPTION $1067
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CLASS ACTIVITIES & FIELD TRIP $984
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TEACHER APPRECIATION EXPENSE $377
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FILING FEES $35
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BANK FEES $7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARIE SULLIVAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-01-02
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/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/ReturnTs02023-01-02T07:43:27-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SULLIVAN
ReturnHeader/TaxPeriodBeginDt02021-09-01
ReturnHeader/TaxPeriodEndDt02022-08-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,234
Liabilities
$0
Net assets
$7,234
Revenue
$5,136
Expenses
$3,095
Net income
$2,041
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