Civic Intelligence

Hardy Elementary School PTO

990EZ • Fiscal year 2022 • EIN 20-3201318

Jul 01, 2021 to Jun 30, 2022 • Filed on Oct 31, 2022

Organization Profilehardyschool.com
52 Lake StreetArlington, MA 02474

(781) 316-3782

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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

24th percentile

-12%

Higher net margin than 24% 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

32nd percentile

-9.0%

Faster asset growth than 32% of similar nonprofits.

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

Revenue Growth

79th percentile

73%

Faster revenue growth than 79% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$47,840

Down $4,715 (-9.0%) from 2021

Net Assets

Down

$47,840

Down $4,715 (-9.0%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin24th percentile

Revenue

Up

$38,786

Up $16,330 (+73%) from 2021

Expenses

Up

$43,501

Up $9,256 (+27%) from 2021

Net Income

Up

-$4,715

Up $7,074 (+60%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$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

2022

Assets$47,840
Liabilities-
Net Assets$47,840
Open 2022 Filing

Operations Trend

Revenue Growth79th percentile

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

2022

Revenue$38,786
Expenses$43,501
Net Income-$4,715
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Oct 31, 2022
Return Version
2021v4.0
Gross Receipts
$52,261
Mission and Program Overview

Mission

Provide support to the school community

Program Services

DescriptionGrantsExpenses
Funding other school and community programs$17,046$17,046
Provided reimbursements for teachers class expenses and funded student school supplies$13,397$13,397
Provided grade level enrichment programs$12,238$12,238
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Katrina BernsteinPresident-$0--
Nancy ZimmermannTreasurer-$0--
Rachel MillerSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Book Fair$8,697$8,697$6,587$2,110
Spirit Wear$7,296$7,296$5,464$1,832
Total Events$15,993$15,993$12,051$3,942
Filing and Contact Details

Filer

Filer Name
Hardy Elementary School PTO
EIN
20-3201318
Phone
7813163782
Address
52 Lake Street, Arlington, MA 02474

Signing Officer

Name
Katrina Bernstein
Title
President
Signed
2022-10-31
Discuss with paid preparer
Yes

Preparer

Firm
Eos Tax Services
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

“| Cash Amount Given: $42681”

Other Expenses.1

“Paypal Fees $820”

Raw XML Appendix183 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0Nancy Zimmerman
IRS990EZ/BooksInCareOfDetail/PhoneNum05037584856
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt067 Fairmont St
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Arlington
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002474
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt052555
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt047840
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt031780
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4715
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt052555
IRS990EZ/Form990TotalAssetsGrp/EOYAmt047840
IRS990EZ/FundraisingGrossIncomeAmt020446
IRS990EZ/GrantsAndSimilarAmountsPaidAmt042681
IRS990EZ/GrossReceiptsAmt052261
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt035
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt052555
IRS990EZ/NetAssetsOrFundBalancesEOYAmt047840
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt052555
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt047840
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Katrina Bernstein
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Nancy Zimmermann
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Rachel Miller
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0820
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/GrantsAndAllocationsAmt012238
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt113397
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt217046
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt012238
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt113397
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt217046
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt013475
IRS990EZ/SpecialEventsNetIncomeLossAmt06971
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt043501
IRS990EZ/TotalProgramServiceExpensesAmt042681
IRS990EZ/TotalRevenueAmt038786
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0hardyschool.com
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt031780
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt020367
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt035917
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt034364
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt040329
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0162757
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt035
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt036
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt078
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0150
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt020446
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt02053
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt025218
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt054641
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt048644
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0151002
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt035
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt036
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt078
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0150
IRS990ScheduleA/InvestmentIncomeCYPct00.00050
IRS990ScheduleA/InvestmentIncomePYPct00.00030
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99950
IRS990ScheduleA/PublicSupportPY509Pct00.99970
IRS990ScheduleA/PublicSupportTotal509Amt0313759
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt052226
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt022420
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt061135
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt089005
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt088973
IRS990ScheduleA/Total509Grp/TotalAmt0313759
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt052261
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt022456
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt061213
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt089005
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt088974
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0313909
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt012051
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Book Fair
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Spirit Wear
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt08697
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt07296
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt015993
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt08697
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt07296
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt015993
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt03942
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt012051
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06587
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt05464
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Cash Amount Given: $42681
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Paypal Fees $820
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Katrina Bernstein
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Hardy Elementary School PTO
ReturnHeader/Filer/BusinessNameControlTxt0HARD
ReturnHeader/Filer/EIN0203201318
ReturnHeader/Filer/PhoneNum07813163782
ReturnHeader/Filer/USAddress/AddressLine1Txt052 Lake Street
ReturnHeader/Filer/USAddress/CityNm0Arlington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002474
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0861640163
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Eos Tax Services
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/ReturnTs02022-10-31T10:46:03-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Katrina
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Bernstein
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
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
$47,840
Liabilities
-
Net assets
$47,840
Revenue
$38,786
Expenses
$43,501
Net income
-$4,715
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