Civic Intelligence

Charles G Taylor School PTO Inc.

990EZ • Fiscal year 2017 • EIN 20-5499656

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 14, 2017

Organization ProfileN/A
196 South StreetFoxboro, MA 02035

(508) 543-1607

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

72nd percentile

16%

Higher net margin than 72% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

32nd percentile

-7.0%

Faster asset growth than 32% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

27th percentile

-16%

Faster revenue growth than 27% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$81,304

Down $6,104 (-7.0%) from 2016

Net Assets

Down

$81,304

Down $6,104 (-7.0%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin72nd percentile

Revenue

Down

$37,568

Down $7,224 (-16%) from 2016

Expenses

Down

$31,485

Down $6,862 (-18%) from 2016

Net Income

Down

$6,083

Down $362 (-5.6%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$100K$50K$0Assets 2011: $74,267Liabilities 2011: $0Net Assets 2011: $74,2672011Assets 2012: $66,738Liabilities 2012: $02012Assets 2013: $72,360Liabilities 2013: $0Net Assets 2013: $72,3602013Assets 2014: $74,395Liabilities 2014: $0Net Assets 2014: $74,3952014Assets 2015: $80,963Liabilities 2015: $02015Assets 2016: $87,408Liabilities 2016: $0Net Assets 2016: $87,4082016Assets 2017: $81,304Liabilities 2017: $0Net Assets 2017: $81,3042017Assets 2018: $86,805Liabilities 2018: $0Net Assets 2018: $86,8052018Assets 2019: $98,815Liabilities 2019: $0Net Assets 2019: $98,8152019Assets 2020: $92,970Liabilities 2020: $02020Assets 2021: $66,385Net Assets 2021: $66,3852021Assets 2022: $66,154Net Assets 2022: $66,1542022Assets 2023: $80,561Net Assets 2023: $80,5612023

Highlighted filing

2017

Assets$81,304
Liabilities$0
Net Assets$81,304
Open 2017 Filing

Operations Trend

Revenue Growth27th percentile

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

$100K$50K$0-$50KRevenue 2011: $36,273Expenses 2011: $33,691Net Income 2011: $2,5822011Revenue 2012: $33,658Expenses 2012: $41,187Net Income 2012: -$7,5292012Revenue 2013: $24,860Expenses 2013: $19,238Net Income 2013: $5,6222013Revenue 2014: $35,811Expenses 2014: $33,776Net Income 2014: $2,0352014Revenue 2015: $34,396Expenses 2015: $27,828Net Income 2015: $6,5682015Revenue 2016: $44,792Expenses 2016: $38,347Net Income 2016: $6,4452016Revenue 2017: $37,568Expenses 2017: $31,485Net Income 2017: $6,0832017Revenue 2018: $34,089Expenses 2018: $28,588Net Income 2018: $5,5012018Revenue 2019: $81,393Expenses 2019: $69,383Net Income 2019: $12,0102019Revenue 2020: $43,665Expenses 2020: $49,510Net Income 2020: -$5,8452020Revenue 2021: $7,835Expenses 2021: $20,009Net Income 2021: -$12,1742021Revenue 2022: $23,713Expenses 2022: $23,944Net Income 2022: -$2312022Revenue 2023: $72,735Expenses 2023: $58,328Net Income 2023: $14,4072023

Highlighted filing

2017

Revenue$37,568
Expenses$31,485
Net Income$6,083
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 14, 2017
Return Version
2016v3.0
Gross Receipts
$37,568
Mission and Program Overview

Mission

Support edurec needs of elem students

Program Services

DescriptionGrantsExpenses
Support-$31,485
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Leah GibsonPresidentPT$0--
Melanie YatesVice President-$0--
Rebecca KellySecretaryPT$0--
Jenna StricklandTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Events----
Filing and Contact Details

Filer

Filer Name
Charles G Taylor PTO Inc
EIN
20-5499656
Address
196 South Street, Foxboro, MA 02035

Signing Officer

Name
Jenna Strickland
Title
President
Phone
5085431607
Signed
2017-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Northeast Financial Strategies Inc
Address
667 South Street Ste 4, Wrentham, MA 02093
Preparer
Jeffrey N Schweitzer
Phone
8005604637
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountAdministrative 562Scholarships 1,000”

Other changes in net assets or fund balances Part I line 20

“Description AmountBook Reconciliation Adjustment (12,187)”

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/BenefitsPaidToOrForMembersAmt029923
IRS990EZ/BooksInCareOfDetail/PersonNm0Jenna Strickland
IRS990EZ/BooksInCareOfDetail/PhoneNum05085431607
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt082 Prospect Street
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Foxboro
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002035
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt087408
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt081304
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06083
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt087408
IRS990EZ/Form990TotalAssetsGrp/EOYAmt081304
IRS990EZ/FundraisingGrossIncomeAmt033033
IRS990EZ/GrossReceiptsAmt037568
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0160
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt04375
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt087408
IRS990EZ/NetAssetsOrFundBalancesEOYAmt081304
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt087408
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt081304
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt06.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Leah Gibson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Melanie Yates
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Rebecca Kelly
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jenna Strickland
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt0-12187
IRS990EZ/OtherExpensesTotalAmt01562
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Support edurec needs of elem students
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Support
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt031485
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt033033
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt031485
IRS990EZ/TotalProgramServiceExpensesAmt031485
IRS990EZ/TotalRevenueAmt037568
IRS990EZ/TransactionWithControlEntInd0false
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04375
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt08015
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt06355
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03177
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt05699
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt027621
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0160
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0104
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0353
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0620
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01242
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt033033
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt031888
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt019943
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt024156
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt015131
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0124151
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0160
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0104
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0353
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0620
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01242
IRS990ScheduleA/InvestmentIncomeCYPct00.01000
IRS990ScheduleA/InvestmentIncomePYPct00.01000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99190
IRS990ScheduleA/PublicSupportPY509Pct00.99270
IRS990ScheduleA/PublicSupportTotal509Amt0151772
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt037408
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt039903
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt026298
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt027333
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt020830
IRS990ScheduleA/Total509Grp/TotalAmt0151772
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt037568
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt040007
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt026651
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt027953
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt020835
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0153014
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Events
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountAdministrative 562Scholarships 1,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountBook Reconciliation Adjustment (12,187)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other changes in net assets or fund balances Part I line 20
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jenna Strickland
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum05085431607
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Charles G Taylor PTO Inc
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0205499656
ReturnHeader/Filer/USAddress/AddressLine1Txt0196 South Street
ReturnHeader/Filer/USAddress/CityNm0Foxboro
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002035
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0525FD4E143A01CE3BC5DCD96D6389C773E4524B0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0525FD4E143A01CE3BC5DCD96D6389C773E4524B0
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId00431162017319fg2ycgc
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-11-15
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.104.132.252
ReturnHeader/FilingSecurityInformation/IPDt02017-11-15
ReturnHeader/FilingSecurityInformation/IPTm010:40:27
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043271124
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Northeast Financial Strategies Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0667 South Street Ste 4
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Wrentham
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002093
ReturnHeader/PreparerPersonGrp/PhoneNum08005604637
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey N Schweitzer
ReturnHeader/ReturnTs02017-11-14T16:05:17-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$81,304
Liabilities
$0
Net assets
$81,304
Revenue
$37,568
Expenses
$31,485
Net income
$6,083
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$80.6$80.6$72.7$58.3$14.4
2022Detailed filing. Detailed filing data is available for this year.$66.2$66.2$23.7$23.9$0.23
2021Detailed filing. Detailed filing data is available for this year.$66.4$66.4$7.84$20.0$12.2
2020Summary only. Only limited summary data is available for this year.$93.0$0.00$43.7$49.5$5.85
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$98.8$0.00$98.8$81.4$69.4$12.0
2018Detailed filing. Detailed filing data is available for this year.$86.8$0.00$86.8$34.1$28.6$5.50
2017Detailed filing. Detailed filing data is available for this year.$81.3$0.00$81.3$37.6$31.5$6.08
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$87.4$0.00$87.4$44.8$38.3$6.45
2015Summary only. Only limited summary data is available for this year.$81.0$0.00$34.4$27.8$6.57
2014Detailed filing. Detailed filing data is available for this year.$74.4$0.00$74.4$35.8$33.8$2.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$72.4$0.00$72.4$24.9$19.2$5.62
2012Summary only. Only limited summary data is available for this year.$66.7$0.00$33.7$41.2$7.53
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$74.3$0.00$74.3$36.3$33.7$2.58