Civic Intelligence

Hardy Elementary School PTO

EIN 20-3201318 • 501(c)3 • Arlington, MA

Profile

Provide support to the school community

52 Lake StreetArlington, MA 02474

hardyschool.com

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

26th percentile

-15%

Higher net margin than 26% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

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 2022

Asset Growth

22nd percentile

-36%

Faster asset growth than 22% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

80th percentile

35%

Faster revenue growth than 80% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$18,604

Down $10,273 (-36%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$18,604

Down $10,273 (-36%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin26th percentile

Revenue

Up

$66,433

Up $17,391 (+35%) from 2023

Expenses

Up

$76,706

Up $8,701 (+13%) from 2023

Net Income

Up

-$10,273

Up $8,690 (+46%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth22nd percentile

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

$80K$60K$40K$20K$0Assets 2011: $15,100Liabilities 2011: $02011Assets 2012: $29,485Liabilities 2012: $02012Assets 2013: $30,680Liabilities 2013: $02013Assets 2014: $28,944Liabilities 2014: $02014Assets 2015: $29,257Liabilities 2015: $02015Assets 2016: $25,482Liabilities 2016: $02016Assets 2017: $18,470Liabilities 2017: $02017Assets 2018: $42,016Net Assets 2018: $42,0162018Assets 2019: $40,246Net Assets 2019: $40,2462019Assets 2020: $64,344Net Assets 2020: $64,3442020Assets 2021: $52,555Net Assets 2021: $52,5552021Assets 2022: $47,840Net Assets 2022: $47,8402022Assets 2023: $28,877Net Assets 2023: $28,8772023Assets 2024: $18,604Net Assets 2024: $18,6042024

Highlighted filing

2024

Assets$18,604
Liabilities-
Net Assets$18,604
Open 2024 Filing

Operations Trend

Revenue Growth80th percentile

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

$100K$50K$0-$50KRevenue 2011: $32,850Expenses 2011: $57,930Net Income 2011: -$25,0802011Revenue 2012: $35,068Expenses 2012: $44,521Net Income 2012: -$9,4532012Revenue 2013: $31,571Expenses 2013: $30,376Net Income 2013: $1,1952013Revenue 2014: $33,375Expenses 2014: $35,111Net Income 2014: -$1,7362014Revenue 2015: $34,962Expenses 2015: $34,649Net Income 2015: $3132015Revenue 2016: $31,908Expenses 2016: $35,683Net Income 2016: -$3,7752016Revenue 2017: $44,563Expenses 2017: $51,575Net Income 2017: -$7,0122017Revenue 2018: $65,207Expenses 2018: $41,661Net Income 2018: $23,5462018Revenue 2019: $65,730Expenses 2019: $67,500Net Income 2019: -$1,7702019Revenue 2020: $48,739Expenses 2020: $24,641Net Income 2020: $24,0982020Revenue 2021: $22,456Expenses 2021: $34,245Net Income 2021: -$11,7892021Revenue 2022: $38,786Expenses 2022: $43,501Net Income 2022: -$4,7152022Revenue 2023: $49,042Expenses 2023: $68,005Net Income 2023: -$18,9632023Revenue 2024: $66,433Expenses 2024: $76,706Net Income 2024: -$10,2732024

Highlighted filing

2024

Revenue$66,433
Expenses$76,706
Net Income-$10,273
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,604
Liabilities
-
Net assets
$18,604
Revenue
$66,433
Expenses
$76,706
Net income
-$10,273
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$18.6$18.6$66.4$76.7$10.3
2023Detailed filing. Detailed filing data is available for this year.$28.9$28.9$49.0$68.0$19.0
2022Detailed filing. Detailed filing data is available for this year.$47.8$47.8$38.8$43.5$4.72
2021Detailed filing. Detailed filing data is available for this year.$52.6$52.6$22.5$34.2$11.8
2020Detailed filing. Detailed filing data is available for this year.$64.3$64.3$48.7$24.6$24.1
2019Detailed filing. Detailed filing data is available for this year.$40.2$40.2$65.7$67.5$1.77
2018Detailed filing. Detailed filing data is available for this year.$42.0$42.0$65.2$41.7$23.5
2017Summary only. Only limited summary data is available for this year.$18.5$0.00$44.6$51.6$7.01
2016Summary only. Only limited summary data is available for this year.$25.5$0.00$31.9$35.7$3.78
2015Summary only. Only limited summary data is available for this year.$29.3$0.00$35.0$34.6$0.31
2014Summary only. Only limited summary data is available for this year.$28.9$0.00$33.4$35.1$1.74
2013Summary only. Only limited summary data is available for this year.$30.7$0.00$31.6$30.4$1.20
2012Summary only. Only limited summary data is available for this year.$29.5$0.00$35.1$44.5$9.45
2011Summary only. Only limited summary data is available for this year.$15.1$0.00$32.9$57.9$25.1
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 28, 2024
Return Version
2023v5.1
Gross Receipts
$70,572
Mission and Program Overview

Mission

Provide support to the school community

Program Services

DescriptionGrantsExpenses
Funding other school and community programs$48,842-
Provided grade level enrichment programs$18,507-
Provided reimbursements for teachers class expenses and funded student school supplies$8,520-
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rebecca GibreePresident-$0--
Julia TwarogTreasurer-$0--
Rachel MillerSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Other fundraising income$11,888$11,888$1,927$9,961
Skate Night$5,824$5,824$1,579$4,245
Total Events$17,712$17,712$3,506$14,206
Filing and Contact Details

Filer

Filer Name
Hardy Elementary School PTO
EIN
20-3201318
Address
52 Lake Street, Arlington, MA 02474

Signing Officer

Name
Rebecca Gibree
Title
President
Signed
2024-10-28
Discuss with paid preparer
Yes

Preparer

Firm
Eos Financial Planning LLC
Address
100 Spy Pond Parkway, Arlington, MA 02474
Preparer
Aletta Tibbetts
Phone
6176690907
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“Class of Activity: education | Donee's Name: Hardy Elementary School | Donee's Address: 52 Lake St Arlington MA 02474 | Relationship of Donee: PTO for public school | Cash Amount Given: $75869”

Other Expenses.1

“Website Fees $750”

Other Expenses.2

“Venmo Fees $57”

Other Expenses.3

“Stop Check Fee $30”

Raw XML Appendix175 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/PersonNm0Rebecca Gibree
IRS990EZ/BooksInCareOfDetail/PhoneNum06172836866
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0117 Lake St
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Arlington
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002474
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt028877
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt018604
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt050097
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-10273
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt028877
IRS990EZ/Form990TotalAssetsGrp/EOYAmt018604
IRS990EZ/FundraisingGrossIncomeAmt020431
IRS990EZ/GrantsAndSimilarAmountsPaidAmt075869
IRS990EZ/GrossReceiptsAmt070572
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt044
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt028877
IRS990EZ/NetAssetsOrFundBalancesEOYAmt018604
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt028877
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt018604
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Rebecca Gibree
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Julia Twarog
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Rachel Miller
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0837
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Provide support to the school community
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provided grade level enrichment programs
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Provided reimbursements for teachers class expenses and funded student school supplies
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Funding other school and community programs
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt018507
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt18520
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt248842
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt04139
IRS990EZ/SpecialEventsNetIncomeLossAmt016292
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt076706
IRS990EZ/TotalRevenueAmt066433
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0hardyschool.com
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt050097
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt036274
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt031780
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt020367
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt035917
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0174435
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt035
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt036
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt078
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0149
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt020431
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt021953
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt020446
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt02053
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt025218
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt090101
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt035
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt036
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt078
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0149
IRS990ScheduleA/InvestmentIncomeCYPct00.00060
IRS990ScheduleA/InvestmentIncomePYPct00.00050
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99940
IRS990ScheduleA/PublicSupportPY509Pct00.99950
IRS990ScheduleA/PublicSupportTotal509Amt0264536
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt070528
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt058227
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt052226
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt022420
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt061135
IRS990ScheduleA/Total509Grp/TotalAmt0264536
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt070528
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt058227
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt052261
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt022456
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt061213
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0264685
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt03506
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Other fundraising income
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Skate Night
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt011888
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt05824
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt017712
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt011888
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt05824
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt017712
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt014206
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03506
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01927
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01579
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: education | Donee's Name: Hardy Elementary School | Donee's Address: 52 Lake St Arlington MA 02474 | Relationship of Donee: PTO for public school | Cash Amount Given: $75869
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Website Fees $750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Venmo Fees $57
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Stop Check Fee $30
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Rebecca Gibree
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Hardy Elementary School PTO
ReturnHeader/Filer/BusinessNameControlTxt0HARD
ReturnHeader/Filer/EIN0203201318
ReturnHeader/Filer/USAddress/AddressLine1Txt052 Lake Street
ReturnHeader/Filer/USAddress/CityNm0Arlington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002474
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0821502387
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Eos Financial Planning LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 Spy Pond Parkway
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Arlington
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002474
ReturnHeader/PreparerPersonGrp/PhoneNum06176690907
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Aletta Tibbetts
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-10-28T05:40:25-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.