Civic Intelligence

Annie L Sargent School PTO Inc.

990EZ • Fiscal year 2013 • EIN 20-5827575

Jul 01, 2012 to Jun 30, 2013 • Filed on Nov 12, 2013

Organization ProfileWWW.NORTHANDOVERPUBLICSCHOOLS.COM
300 Abbott Street01845
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 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

80th percentile

23%

Higher net margin than 80% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

69th percentile

16%

Faster asset growth than 69% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

35th percentile

-7.8%

Faster revenue growth than 35% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$85,283

Up $11,624 (+16%) from 2012

Net Assets

$85,283

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin80th percentile

Revenue

Down

$50,535

Down $4,265 (-7.8%) from 2012

Expenses

Up

$38,911

Up $11,060 (+40%) from 2012

Net Income

Down

$11,624

Down $15,325 (-57%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

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

$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

2013

Assets$85,283
Liabilities-
Net Assets$85,283
Open 2013 Filing

Operations Trend

Revenue Growth35th percentile

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

2013

Revenue$50,535
Expenses$38,911
Net Income$11,624
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Nov 12, 2013
Return Version
2012v2.3
Mission and Program Overview

Mission

Educational support group

Filing and Contact Details

Filer

EIN
20-5827575
Raw XML Appendix194 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
CompensationExplanation/Compensation/PersonName0KRISTI HALE
CompensationExplanation/Compensation/PersonName1JODI DELNICKAS
CompensationExplanation/Compensation/PersonName2JULIE ROSS
CompensationExplanation/Compensation/PersonName3KERRY FORASTE
CompensationExplanation/Compensation/PersonName4MELISSA MARTIN
CompensationExplanation/Compensation/PersonName5CHRISTINE FARR
CompensationExplanation/Compensation/PersonName6NATALIE HOWARD
CompensationExplanation/Compensation/PersonName7KAREN DAVIS
CompensationExplanation/Compensation/PersonName8JENNIFER AGOSTI
IRS990EZ/ActivitiesNotPreviouslyRpt0false
IRS990EZ/CashSavingsAndInvestments/BOY073659
IRS990EZ/CashSavingsAndInvestments/EOY085283
IRS990EZ/ContributionsGiftsGrantsEtc0313
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagedInExcessBenefitTrans0false
IRS990EZ/EngageInLobbyingActivities0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear011624
IRS990EZ/FiledScheduleA0true
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
IRS990EZ/FundraisingGrossIncome033720
IRS990EZ/GrossReceipts050535
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InfoInScheduleOPartIII0X
IRS990EZ/InvestmentIncome063
IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY073659
IRS990EZ/NetAssetsOrFundBalancesBOY073659
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IRS990EZ/NetAssetsOrFundBalancesEOY085283
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition010.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition110.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition25.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition35.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition44.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition54.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition64.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition74.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition84.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation60
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation70
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation80
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0KRISTI HALE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1JODI DELNICKAS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2JULIE ROSS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3KERRY FORASTE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4MELISSA MARTIN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName5CHRISTINE FARR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName6NATALIE HOWARD
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName7KAREN DAVIS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName8JENNIFER AGOSTI
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2CO-TREASURER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3CO-TREASURER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title5VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title6VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title7CLERK
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title8CLERK
IRS990EZ/OperatingSchool0false
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherExpensesTotal038911
IRS990EZ/OtherRevenueTotal016439
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0EDUCATIONAL SUPPORT GROUP
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0ENRICHMENT PROGRAMS SUPPORT SCHOOL CURRICULUM WITH ENRICHMENT PERFORMANCES SUPPORTING APPROXIMATELY 600 CHILDREN
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom1TEACHER CLASSROOM SUPPORT PURCHASE OF SUPPLIES AND EDUCATIONAL MATERIALS FOR CLASSROOMS BENEFITTING APPROXIMATELY 600 CHILDREN
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom2SUPPLEMENTAL EDUCATIONAL PROGRAMS & MATERIALS PURCHASE MATERIALS TO SUPPORT SCHOOL CLASSROOMS' CURRICULUM FOR APPROXIMATELY 600 CHILDREN
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom3OTHER PROGRAM SERVICES: HIGH SCHOOL SCHOLARSHIPS 500 LIBRARY 1,267 TECHNOLOGY 3,975 SOCIAL EVENTS 10,409 _____ TOTAL LINE 31 16,151
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses07000
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses15547
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses28355
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses316151
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SpecialEventsNetIncomeLoss033720
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine10990 FOREST STREET
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0NORTH ANDOVER
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0MA
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode001845
IRS990EZ/TheBooksAreInCareOf/NamePerson0KERRY FORASTE
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber06176995086
IRS990EZ/TotalAssets/BOY073659
IRS990EZ/TotalAssets/EOY085283
IRS990EZ/TotalExpenses038911
IRS990EZ/TotalProgramServiceExpenses037053
IRS990EZ/TotalRevenue050535
IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg0false
IRS990EZ/WebSite0WWW.NORTHANDOVERPUBLICSCHOOLS.COM
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYear0313
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus1Year06510
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus2Years06881
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus3Years010142
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus4Years05810
IRS990ScheduleA/GiftsGrantsContribReceived509/Total029656
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYear063
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus1Year059
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus2Years071
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus3Years012
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus4Years070
IRS990ScheduleA/GrossInvestmentIncome509/Total0275
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYear050159
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus1Year052262
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus2Years040272
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus3Years047268
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus4Years047777
IRS990ScheduleA/GrossReceiptsFromAdmissions/Total0237738
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYear063
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus1Year059
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus2Years071
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus3Years012
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus4Years070
IRS990ScheduleA/InvestmentIncomeAndUBTI/Total0275
IRS990ScheduleA/InvestmentIncomePercentage00.00000
IRS990ScheduleA/PubliclySupportedOrg509a20X
IRS990ScheduleA/PublicSupportPercentage50900.99900
IRS990ScheduleA/PublicSupportTotal5090267394
IRS990ScheduleA/ThirtyThreePercntTestsCY5090X
IRS990ScheduleA/Total509/CurrentTaxYear050472
IRS990ScheduleA/Total509/CurrentTaxYearMinus1Year058772
IRS990ScheduleA/Total509/CurrentTaxYearMinus2Years047153
IRS990ScheduleA/Total509/CurrentTaxYearMinus3Years057410
IRS990ScheduleA/Total509/CurrentTaxYearMinus4Years053587
IRS990ScheduleA/Total509/Total0267394
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYear050535
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus1Year058831
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus2Years047224
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus3Years057422
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus4Years053657
IRS990ScheduleA/TotalSupportTotal/Total0267669
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent1027224
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent205313
IRS990ScheduleG/EventsInformation/GrossReceiptsTotal032537
IRS990ScheduleG/EventsInformation/GrossRevenueEvent1027224
IRS990ScheduleG/EventsInformation/GrossRevenueEvent205313
IRS990ScheduleG/EventsInformation/GrossRevenueTotalEvents032537
IRS990ScheduleG/EventsInformation/NameOfEvent10FUN RUN
IRS990ScheduleG/EventsInformation/NameOfEvent20BOOK FAIR
IRS990ScheduleG/EventsInformation/NetIncomeSummary032537
IRS990ScheduleO/GeneralExplanation/Explanation0SMART MONEY REVENUE 5,343 MONSTER MASH 3,308 HOLIDAY SHOPPING 3,254 WINTER CARNIVAL 2,957 BREAKFAST BUDDIES 1,577 TOTAL 16,439
IRS990ScheduleO/GeneralExplanation/Explanation1EXPENSES ENRICHMENT COUNCIL 7,000 LIBRARY 700 MINI-GRANT (SUPP EDU) 8,355 OPERATING EXPENSES 1,881 OTHER 1,044 SOCIAL EVENTS 10,409 TEACHER SUPPORT 5,547 TECHNOLOGY 3,975 TOTAL 38,911
IRS990ScheduleO/GeneralExplanation/Explanation2OTHER PROGRAM SERVICES: HIGH SCHOOL SCHOLARSHIPS 500 LIBRARY 1,267 TECHNOLOGY 3,975 SOCIAL EVENTS 10,409 _____ TOTAL LINE 31 16,151
IRS990ScheduleO/GeneralExplanation/Identifier0OTHER REVENUE
IRS990ScheduleO/GeneralExplanation/Identifier1OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/Identifier2ALL OTHER ACCOMPLISHMENT
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/Filer/EIN0205827575
ReturnHeader/Filer/Name/BusinessNameLine10ANNIE L SARGENT PTO INC
ReturnHeader/Filer/NameControl0ANNI
ReturnHeader/Filer/Phone09787253673
ReturnHeader/Filer/USAddress/AddressLine10300 ABBOTT STREET
ReturnHeader/Filer/USAddress/City0NORTH ANDOVER
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode001845
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-11-12
ReturnHeader/Officer/Name0KERRY FORASTE
ReturnHeader/Officer/Phone09787253673
ReturnHeader/Officer/Title0TREASURER
ReturnHeader/Preparer/DatePrepared02013-11-14
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10SCHWARTZ AND SCHWARTZ PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine108 CEDAR ST STE 54
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0WOBURN
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0018016362
ReturnHeader/Preparer/Name0RICHARD SCHWARTZ CPA
ReturnHeader/Preparer/Phone07819380045
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-07-01
ReturnHeader/TaxPeriodEndDate02013-06-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-11-15T08:16:31-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$85,283
Liabilities
-
Net assets
$85,283
Revenue
$50,535
Expenses
$38,911
Net income
$11,624
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