Civic Intelligence

Annie L Sargent PTO Inc

EIN 20-5827575 • 501(c)3 • North Andover, MA

Profile

Educational support group

300 Abbott StreetNorth Andover, MA 01845

www.northandoverpublicschools.com

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

81st percentile

30%

Higher net margin than 81% 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 2024

Asset Growth

80th percentile

26%

Faster asset growth than 80% of similar nonprofits.

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

Revenue Growth

34th percentile

-16%

Faster revenue growth than 34% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$78,634

Up $16,187 (+26%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$78,634

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin81st percentile

Revenue

Down

$54,829

Down $10,792 (-16%) from 2023

Expenses

Down

$38,642

Down $5,779 (-13%) from 2023

Net Income

Down

$16,187

Down $5,013 (-24%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth80th percentile

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

$100K$50K$0Assets 2011: $46,710Liabilities 2011: $02011Assets 2012: $73,659Liabilities 2012: $02012Assets 2013: $85,283Net Assets 2013: $85,2832013Assets 2014: $81,245Net Assets 2014: $81,2452014Assets 2015: $64,728Net Assets 2015: $64,7282015Assets 2016: $75,009Net Assets 2016: $75,0092016Assets 2017: $68,948Net Assets 2017: $68,9482017Assets 2018: $76,952Liabilities 2018: $0Net Assets 2018: $76,9522018Assets 2019: $75,978Liabilities 2019: $0Net Assets 2019: $75,9782019Assets 2020: $82,850Liabilities 2020: $0Net Assets 2020: $82,8502020Assets 2021: $56,352Liabilities 2021: $0Net Assets 2021: $56,3522021Assets 2022: $41,247Net Assets 2022: $41,2472022Assets 2023: $62,447Liabilities 2023: $02023Assets 2024: $78,634Net Assets 2024: $78,6342024

Highlighted filing

2024

Assets$78,634
Liabilities-
Net Assets$78,634
Open 2024 Filing

Operations Trend

Revenue Growth34th percentile

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

$100K$50K$0-$50KRevenue 2011: $41,181Expenses 2011: $35,989Net Income 2011: $5,1922011Revenue 2012: $54,800Expenses 2012: $27,851Net Income 2012: $26,9492012Revenue 2013: $50,535Expenses 2013: $38,911Net Income 2013: $11,6242013Revenue 2014: $54,778Expenses 2014: $58,816Net Income 2014: -$4,0382014Revenue 2015: $76,471Expenses 2015: $92,988Net Income 2015: -$16,5172015Revenue 2016: $66,472Expenses 2016: $59,943Net Income 2016: $6,5292016Revenue 2017: $71,523Expenses 2017: $55,279Net Income 2017: $16,2442017Revenue 2018: $77,851Expenses 2018: $58,794Net Income 2018: $19,0572018Revenue 2019: $58,151Expenses 2019: $60,902Net Income 2019: -$2,7512019Revenue 2020: $48,885Expenses 2020: $42,755Net Income 2020: $6,1302020Revenue 2021: $4,468Expenses 2021: $30,966Net Income 2021: -$26,4982021Revenue 2022: $54,120Expenses 2022: $69,226Net Income 2022: -$15,1062022Revenue 2023: $65,621Expenses 2023: $44,421Net Income 2023: $21,2002023Revenue 2024: $54,829Expenses 2024: $38,642Net Income 2024: $16,1872024

Highlighted filing

2024

Revenue$54,829
Expenses$38,642
Net Income$16,187
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$78,634
Liabilities
-
Net assets
$78,634
Revenue
$54,829
Expenses
$38,642
Net income
$16,187
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$78.6$78.6$54.8$38.6$16.2
2023Summary only. Only limited summary data is available for this year.$62.4$0.00$65.6$44.4$21.2
2022Detailed filing. Detailed filing data is available for this year.$41.2$41.2$54.1$69.2$15.1
2021Detailed filing. Detailed filing data is available for this year.$56.4$0.00$56.4$4.47$31.0$26.5
2020Detailed filing. Detailed filing data is available for this year.$82.9$0.00$82.9$48.9$42.8$6.13
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$76.0$0.00$76.0$58.2$60.9$2.75
2018Detailed filing. Detailed filing data is available for this year.$77.0$0.00$77.0$77.9$58.8$19.1
2017Detailed filing. Detailed filing data is available for this year.$68.9$68.9$71.5$55.3$16.2
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$75.0$75.0$66.5$59.9$6.53
2015Detailed filing. Detailed filing data is available for this year.$64.7$64.7$76.5$93.0$16.5
2014Detailed filing. Detailed filing data is available for this year.$81.2$81.2$54.8$58.8$4.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$85.3$85.3$50.5$38.9$11.6
2012Summary only. Only limited summary data is available for this year.$73.7$0.00$54.8$27.9$26.9
2011Summary only. Only limited summary data is available for this year.$46.7$0.00$41.2$36.0$5.19
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 13, 2025
Return Version
2023v6.0
Gross Receipts
$54,829
Mission and Program Overview

Mission

Educational support group

To support the annie sargent school and its program through the pto.

Program Services

DescriptionGrantsExpenses
TO SUPPORT THE ANNIE SARGENT SCHOOL AND ITS PROGRAMS THROUGH THE PTO.-$36,326
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
COURTNEY COOPERCo-Treasurer-$0--
KRISTA KEELERCo-President-$0--
SARAH HAMEL-SPIGHTVice Preside-$0--
JACKIE CRONINSecretary-$0--
ALICIA AYOUBCo-Treasurer-$0--
ANGELA MOUSSEAUCo-President-$0--
KENDRA KAVAJACo-Communica-$0--
KARISSA COMFORTCo-Communica-$0--
Filing and Contact Details

Filer

Filer Name
Annie L Sargent Pto Inc
EIN
20-5827575
Phone
9783766096
Address
300 ABBOTT STREET, NORTH ANDOVER, MA 01845

Signing Officer

Name
Courtney Cooper
Title
Co-treasurer
Phone
9783766096
Signed
2025-05-13

Preparer

Firm
Naffah & Company Pc
Address
30 MASSACHUSETTS AVE STE 300, NORTH ANDOVER, MA 01845-3458
Preparer
Douglas P Naffah
Phone
9786858540
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses charitable contributions 100 total 100”

Raw XML Appendix148 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/PersonNm0COURTNEY COOPER
IRS990EZ/BooksInCareOfDetail/PhoneNum09783766096
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0300 ABBOTT STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NORTH ANDOVER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001845
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt062447
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt078634
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt048902
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt016187
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt038542
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt062447
IRS990EZ/Form990TotalAssetsGrp/EOYAmt078634
IRS990EZ/GrossReceiptsAmt054829
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0145
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt062447
IRS990EZ/NetAssetsOrFundBalancesEOYAmt078634
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt062447
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt078634
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0COURTNEY COOPER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KRISTA KEELER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SARAH HAMEL-SPIGHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JACKIE CRONIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ALICIA AYOUB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ANGELA MOUSSEAU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KENDRA KAVAJA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7KARISSA COMFORT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CO-TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6CO-COMMUNICA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7CO-COMMUNICA
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0100
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT THE ANNIE SARGENT SCHOOL AND ITS PROGRAM THROUGH THE PTO.
IRS990EZ/ProgramServiceRevenueAmt05782
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO SUPPORT THE ANNIE SARGENT SCHOOL AND ITS PROGRAMS THROUGH THE PTO.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt036326
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt038642
IRS990EZ/TotalProgramServiceExpensesAmt036326
IRS990EZ/TotalRevenueAmt054829
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0NASARGENTPTO.NET
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt048902
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt055758
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt049368
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0154028
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt05927
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt09863
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt04752
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt03552
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt048885
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt072979
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0227007
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt054829
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt065621
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt054120
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt03552
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt048885
IRS990ScheduleA/Total509Grp/TotalAmt0227007
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt054829
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt065621
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt054120
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt03552
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt048885
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0227007
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES CHARITABLE CONTRIBUTIONS 100 TOTAL 100
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0COURTNEY COOPER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09783766096
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANNIE L SARGENT PTO INC
ReturnHeader/Filer/BusinessNameControlTxt0ANNI
ReturnHeader/Filer/EIN0205827575
ReturnHeader/Filer/PhoneNum09783766096
ReturnHeader/Filer/USAddress/AddressLine1Txt0300 ABBOTT STREET
ReturnHeader/Filer/USAddress/CityNm0NORTH ANDOVER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001845
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0020533992
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NAFFAH & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt030 MASSACHUSETTS AVE STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NORTH ANDOVER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0018453458
ReturnHeader/PreparerPersonGrp/PhoneNum09786858540
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOUGLAS P NAFFAH
ReturnHeader/ReturnTs02025-05-13T12:13:22-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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