Civic Intelligence

Longfellow Elementary School Parent Teacher Organization

990EZ • Fiscal year 2023 • EIN 13-4338009

Sep 01, 2022 to Aug 31, 2023 • Filed on Dec 05, 2023

432 Stevens AvenuePortland, ME 04103

(207) 773-0181

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$24,277

Flat from 2023

Net Assets

$24,277

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses

Revenue

Flat

$34,096

Flat from 2023

Expenses

Flat

$39,976

Flat from 2023

Net Income

Flat

-$5,880

Flat from 2023

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2011: $13,643Liabilities 2011: $02011Assets 2012: $5,361Net Assets 2012: $5,3612012Assets 2013: $11,347Liabilities 2013: $02013Assets 2014: $8,261Liabilities 2014: $0Net Assets 2014: $8,2612014Assets 2015: $15,832Liabilities 2015: $0Net Assets 2015: $15,8322015Assets 2016: $10,454Liabilities 2016: $0Net Assets 2016: $10,4542016Assets 2017: $15,389Liabilities 2017: $0Net Assets 2017: $15,3892017Assets 2018: $21,351Liabilities 2018: $0Net Assets 2018: $21,3512018Assets 2019: $22,539Liabilities 2019: $0Net Assets 2019: $22,5392019Assets 2020: $35,726Liabilities 2020: $0Net Assets 2020: $35,7262020Assets 2021: $32,247Liabilities 2021: $0Net Assets 2021: $32,2472021Assets 2022: $30,157Liabilities 2022: $0Net Assets 2022: $30,1572022Assets 2023: $24,277Liabilities 2023: $0Net Assets 2023: $24,2772023Assets 2023: $24,277Liabilities 2023: $02023Assets 2025: $18,981Liabilities 2025: $0Net Assets 2025: $18,9812025

Highlighted filing

2023

Assets$24,277
Liabilities$0
Net Assets$24,277

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2011: $44,587Expenses 2011: $38,608Net Income 2011: $5,9792011Revenue 2012: $35,649Expenses 2012: $43,931Net Income 2012: -$8,2822012Revenue 2013: $44,186Expenses 2013: $38,200Net Income 2013: $5,9862013Revenue 2014: $8,367Expenses 2014: $7,280Net Income 2014: $1,0872014Revenue 2015: $4,409Expenses 2015: $0Net Income 2015: $4,4092015Revenue 2016: $37,465Expenses 2016: $42,843Net Income 2016: -$5,3782016Revenue 2017: $35,187Expenses 2017: $30,252Net Income 2017: $4,9352017Revenue 2018: $38,648Expenses 2018: $32,686Net Income 2018: $5,9622018Revenue 2019: $36,674Expenses 2019: $35,486Net Income 2019: $1,1882019Revenue 2020: $42,826Expenses 2020: $29,639Net Income 2020: $13,1872020Revenue 2021: $10,832Expenses 2021: $14,311Net Income 2021: -$3,4792021Revenue 2022: $33,397Expenses 2022: $35,487Net Income 2022: -$2,0902022Revenue 2023: $34,096Expenses 2023: $39,976Net Income 2023: -$5,8802023Revenue 2023: $34,096Expenses 2023: $39,976Net Income 2023: -$5,8802023Revenue 2025: $33,228Expenses 2025: $22,800Net Income 2025: $10,4282025

Highlighted filing

2023

Revenue$34,096
Expenses$39,976
Net Income-$5,880
Jump To
Filing Snapshot
Filing Period
Sep 1, 2022 to Aug 31, 2023
Signed
Dec 5, 2023
Return Version
2022v5.0
Gross Receipts
$34,096
Mission and Program Overview

Mission

To provide enhanced educational opportunities for the children of Longfellow School through funding and organizing activities involving cultural enrichment, science, literacy, nature and the arts, and to encourage community and shared experiences with the families and neighborhoods that surround the school.

Program Services

DescriptionGrantsExpenses
Provided enhanced educational opportunities for the children of Longfellow School through funding and organizing activities involving cultural enrichment, science, literacy, nature and the arts. Encouraged community and shared experiences with the families and neighborhoods that surround the school.$0$37,432
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lisa Ha-NgocCo-Chair-$0--
Kelly Finck WatersTreasurer-$0--
Alice TooheySecretary-$0--
Hannah GundersdorfCo-Chair-$0--
Filing and Contact Details

Filer

Filer Name
Longfellow Elementary PTO
EIN
13-4338009
Phone
2077730181
Address
432 Stevens Avenue, Portland, ME 04103

Signing Officer

Name
Kelly Finck Waters
Title
Treasurer
Phone
2077730181
Signed
2023-12-05
Discuss with paid preparer
Yes

Preparer

Firm
Dufour Tax Group LLC
Address
400 Congress Street 4th Floor, Portland, ME 04101
Preparer
Peter Dufour
Phone
2078050000
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16 - Other Expenses

Description: Longfellow Elementary programs support. Amount: 38,598.

Raw XML Appendix146 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Kelly Finck Waters
IRS990EZ/BooksInCareOfDetail/PhoneNum02077730181
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0Longfellow School PTO 432 Stevens
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt0Ave
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Portland
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0ME
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd004103
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IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt030157
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IRS990EZ/GrossReceiptsAmt034096
IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt030157
IRS990EZ/NetAssetsOrFundBalancesEOYAmt024277
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt030157
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt024277
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Lisa Ha-Ngoc
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Kelly Finck Waters
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Alice Toohey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Hannah Gundersdorf
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Co-Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Co-Chair
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt038598
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0To provide enhanced educational opportunities for the children of Longfellow School through funding and organizing activities involving cultural enrichment, science, literacy, nature and the arts, and to encourage community and shared experiences with the families and neighborhoods that surround the school.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provided enhanced educational opportunities for the children of Longfellow School through funding and organizing activities involving cultural enrichment, science, literacy, nature and the arts. Encouraged community and shared experiences with the families and neighborhoods that surround the school.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt037432
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
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IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalProgramServiceExpensesAmt037432
IRS990EZ/TotalRevenueAmt034096
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt034096
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt033397
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt010832
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt042826
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt03225
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0124376
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt062825
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0124376
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt034096
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0124376
IRS990ScheduleA/TotalSupportAmt0124376
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Longfellow Elementary programs support. Amount: 38,598.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16 - Other Expenses
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/BusinessOfficerGrp/PersonNm0Kelly Finck Waters
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum02077730181
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-12-05
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ReturnHeader/Filer/BusinessNameControlTxt0LONG
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ReturnHeader/Filer/PhoneNum02077730181
ReturnHeader/Filer/USAddress/AddressLine1Txt0432 Stevens Avenue
ReturnHeader/Filer/USAddress/CityNm0Portland
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ME
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ReturnHeader/ReturnTs02023-12-05T11:22:17-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Kelly
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Finck Waters
ReturnHeader/TaxPeriodBeginDt02022-09-01
ReturnHeader/TaxPeriodEndDt02023-08-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$19.0$0.00$19.0$33.2$22.8$10.4
2023Detailed filing. Detailed filing data is available for this year.$24.3$0.00$24.3$34.1$40.0$5.88
2023Summary only. Only limited summary data is available for this year.$24.3$0.00$34.1$40.0$5.88
2022Detailed filing. Detailed filing data is available for this year.$30.2$0.00$30.2$33.4$35.5$2.09
2021Detailed filing. Detailed filing data is available for this year.$32.2$0.00$32.2$10.8$14.3$3.48
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$35.7$0.00$35.7$42.8$29.6$13.2
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.5$0.00$22.5$36.7$35.5$1.19
2018Detailed filing. Detailed filing data is available for this year.$21.4$0.00$21.4$38.6$32.7$5.96
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.4$0.00$15.4$35.2$30.3$4.94
2016Detailed filing. Detailed filing data is available for this year.$10.5$0.00$10.5$37.5$42.8$5.38
2015Detailed filing. Detailed filing data is available for this year.$15.8$0.00$15.8$4.41$0.00$4.41
2014Detailed filing. Detailed filing data is available for this year.$8.26$0.00$8.26$8.37$7.28$1.09
2013Summary only. Only limited summary data is available for this year.$11.3$0.00$44.2$38.2$5.99
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.36$5.36$35.6$43.9$8.28
2011Summary only. Only limited summary data is available for this year.$13.6$0.00$44.6$38.6$5.98