Civic Intelligence

Annie L Sargent School PTO Inc.

990EZ • Fiscal year 2017 • EIN 20-5827575

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 24, 2017

Organization ProfileWWW.NORTHANDOVERPUBLICSCHOOLS.COM
300 Abbott StreetNorth Andover, MA 01845

(978) 725-3673

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

78th percentile

23%

Higher net margin than 78% 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

31st percentile

-8.1%

Faster asset growth than 31% of similar nonprofits.

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

Revenue Growth

60th percentile

7.6%

Faster revenue growth than 60% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$68,948

Down $6,061 (-8.1%) from 2016

Net Assets

Down

$68,948

Down $6,061 (-8.1%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin78th percentile

Revenue

Up

$71,523

Up $5,051 (+7.6%) from 2016

Expenses

Down

$55,279

Down $4,664 (-7.8%) from 2016

Net Income

Up

$16,244

Up $9,715 (+149%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth31st 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

2017

Assets$68,948
Liabilities-
Net Assets$68,948
Open 2017 Filing

Operations Trend

Revenue Growth60th 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

2017

Revenue$71,523
Expenses$55,279
Net Income$16,244
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 24, 2017
Return Version
2016v3.0
Gross Receipts
$71,523
Mission and Program Overview

Mission

Educational support group

Program Services

DescriptionGrantsExpenses
SOCIAL EVENTS SUPPORT SCHOOL MORALE THROUGH SOCIAL EVENTS BENEFIT APPROXIMATELY 600 CHILDREN-$20,581
OTHER PROGRAM SERVICES: CHARITABLE CONTRIBUTIONS 850 SCHOLARSHIP GRANTS 1,890 SPIRIT WEAR 8,293 SUMMER SKILLS BOOKS/KITS 189 YEARBOOK 554 _____ TOTAL LINE 31 11,776-$11,776
ENRICHMENT PROGRAMS SUPPORT SCHOOL CURRICULUM WITH ENRICHMENT PERFORMANCES SUPPORTING APPROXIMATELY 600 CHILDREN-$10,592
TEACHER CLASSROOM SUPPORT PURCHASE OF SUPPLIES AND EDUCATIONAL MATERIALS FOR CLASSROOMS BENEFITTING APPROXIMATELY 600 CHILDREN-$7,176
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KRISTI HALEVP Of CommunPT$0--
TIFFANY ZINTERVP Of EventsPT$0--
SHERYL SCIAUDONEPresidentPT$0--
MELISSA MARTINClerkPT$0--
ELIZABETH CROSBYTreasurerPT$0--
KAREN DAVISPresidentPT$0--
GLENNA PICKETTClerkPT$0--
MICHELLE MCCARTHYTreasurerPT$0--
JESSICA HOLLANDTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run$34,182$34,182-$34,182
Book Fair$18,269$18,269-$18,269
Total Events$52,451$52,451-$52,451
Filing and Contact Details

Filer

Filer Name
Annie L Sargent Pto Inc
EIN
20-5827575
Phone
9787253673
Address
300 ABBOTT STREET, NORTH ANDOVER, MA 01845

Signing Officer

Name
Jessica Holland
Title
Treasurer
Signed
2017-10-24
Discuss with paid preparer
Yes

Preparer

Firm
Schwartz and Schwartz Pc
Address
8 CEDAR ST STE 54, WOBURN, MA 01801-6362
Preparer
Richard Schwartz CPA
Phone
7819380045
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Spirit wear 6,636 monster mash 4,218 winter carnival 2,376 supply kits 1,921 yearbook 1,388 smart money revenue 496 smolak farms corn maze 397 spinners tickets 130 other 57 library/book replacement 42 unicef 4 total 17,665”

Form 990-ez, Part I, Line 16

“Expenses charitable contributions 850 enrichment council 10,592 operating expenses 5,154 scholarship/grants 1,890 social events 20,581 spirit wear expenditures 8,293 summer skills books/kits 189 teacher support 7,176 yearbook 554 total 55,279”

Form 990-ez, Part I, Line 20

“Liability adjustment -22,305”

Form 990-ez, Part III, Line 31

“Other program services: charitable contributions 850 scholarship grants 1,890 spirit wear 8,293 summer skills books/kits 189 yearbook 554 _____ total line 31 11,776”

Raw XML Appendix182 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/PersonNm0JESSICA HOLLAND
IRS990EZ/BooksInCareOfDetail/PhoneNum09783149872
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0116 MARBLERIDGE ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NORTH ANDOVER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001845
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt075009
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt068948
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01392
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt016244
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt068948
IRS990EZ/FundraisingGrossIncomeAmt052451
IRS990EZ/GrossReceiptsAmt071523
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt015
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt075009
IRS990EZ/NetAssetsOrFundBalancesEOYAmt068948
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt075009
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt068948
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt510.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt610.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt810.00
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/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KRISTI HALE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TIFFANY ZINTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SHERYL SCIAUDONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MELISSA MARTIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ELIZABETH CROSBY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KAREN DAVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6GLENNA PICKETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MICHELLE MCCARTHY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JESSICA HOLLAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VP OF COMMUN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP OF EVENTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CLERK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6CLERK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-22305
IRS990EZ/OtherExpensesTotalAmt055279
IRS990EZ/OtherRevenueTotalAmt017665
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATIONAL SUPPORT GROUP
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ENRICHMENT PROGRAMS SUPPORT SCHOOL CURRICULUM WITH ENRICHMENT PERFORMANCES SUPPORTING APPROXIMATELY 600 CHILDREN
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TEACHER CLASSROOM SUPPORT PURCHASE OF SUPPLIES AND EDUCATIONAL MATERIALS FOR CLASSROOMS BENEFITTING APPROXIMATELY 600 CHILDREN
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SOCIAL EVENTS SUPPORT SCHOOL MORALE THROUGH SOCIAL EVENTS BENEFIT APPROXIMATELY 600 CHILDREN
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3OTHER PROGRAM SERVICES: CHARITABLE CONTRIBUTIONS 850 SCHOLARSHIP GRANTS 1,890 SPIRIT WEAR 8,293 SUMMER SKILLS BOOKS/KITS 189 YEARBOOK 554 _____ TOTAL LINE 31 11,776
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt010592
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt17176
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt220581
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt311776
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt052451
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt055279
IRS990EZ/TotalProgramServiceExpensesAmt050125
IRS990EZ/TotalRevenueAmt071523
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.NORTHANDOVERPUBLICSCHOOLS.COM
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01392
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0313
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01705
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt022
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt063
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt085
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt070131
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt066472
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt076471
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt054756
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt050159
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0317989
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt022
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt063
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt085
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99970
IRS990ScheduleA/PublicSupportPY509Pct00.99950
IRS990ScheduleA/PublicSupportTotal509Amt0319694
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt071523
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt066472
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt076471
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt054756
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt050472
IRS990ScheduleA/Total509Grp/TotalAmt0319694
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt071523
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt066472
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt076471
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt054778
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt050535
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0319779
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUN RUN
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt034182
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt018269
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt052451
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt034182
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt018269
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt052451
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt052451
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SPIRIT WEAR 6,636 MONSTER MASH 4,218 WINTER CARNIVAL 2,376 SUPPLY KITS 1,921 YEARBOOK 1,388 SMART MONEY REVENUE 496 SMOLAK FARMS CORN MAZE 397 SPINNERS TICKETS 130 OTHER 57 LIBRARY/BOOK REPLACEMENT 42 UNICEF 4 TOTAL 17,665
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES CHARITABLE CONTRIBUTIONS 850 ENRICHMENT COUNCIL 10,592 OPERATING EXPENSES 5,154 SCHOLARSHIP/GRANTS 1,890 SOCIAL EVENTS 20,581 SPIRIT WEAR EXPENDITURES 8,293 SUMMER SKILLS BOOKS/KITS 189 TEACHER SUPPORT 7,176 YEARBOOK 554 TOTAL 55,279
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LIABILITY ADJUSTMENT -22,305
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OTHER PROGRAM SERVICES: CHARITABLE CONTRIBUTIONS 850 SCHOLARSHIP GRANTS 1,890 SPIRIT WEAR 8,293 SUMMER SKILLS BOOKS/KITS 189 YEARBOOK 554 _____ TOTAL LINE 31 11,776
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JESSICA HOLLAND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANNIE L SARGENT PTO INC
ReturnHeader/Filer/BusinessNameControlTxt0ANNI
ReturnHeader/Filer/EIN0205827575
ReturnHeader/Filer/PhoneNum09787253673
ReturnHeader/Filer/USAddress/AddressLine1Txt0300 ABBOTT STREET
ReturnHeader/Filer/USAddress/CityNm0NORTH ANDOVER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001845
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B11F44F01D305EAA86F393A9DA6CB0850E3CF032
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B0453E8A032F0D59BC33F75B12F2500B6A6E522A
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043095185
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCHWARTZ AND SCHWARTZ PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08 CEDAR ST STE 54
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WOBURN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0018016362
ReturnHeader/PreparerPersonGrp/PhoneNum07819380045
ReturnHeader/PreparerPersonGrp/PreparationDt02017-10-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD SCHWARTZ CPA
ReturnHeader/ReturnTs02017-11-13T07:30:43-05:00
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
$68,948
Liabilities
-
Net assets
$68,948
Revenue
$71,523
Expenses
$55,279
Net income
$16,244
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