Civic Intelligence

Urbin T Kelley School PTO

990EZ • Fiscal year 2015 • EIN 22-2516646

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 02, 2015

Organization ProfileN/A
501 Ridgewood RoadSouthington, CT 06489

(860) 620-9427

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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

46th percentile

1.6%

Higher net margin than 46% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

52nd percentile

2.6%

Faster asset growth than 52% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

71st percentile

18%

Faster revenue growth than 71% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$15,424

Up $398 (+2.6%) from 2014

Net Assets

$15,424

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin46th percentile

Revenue

Up

$24,191

Up $3,631 (+18%) from 2014

Expenses

Up

$23,793

Up $6,411 (+37%) from 2014

Net Income

Down

$398

Down $2,780 (-87%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$30K$20K$10K$0Assets 2013: $11,848Liabilities 2013: $02013Assets 2014: $15,026Liabilities 2014: $02014Assets 2015: $15,424Net Assets 2015: $15,4242015Assets 2016: $27,111Liabilities 2016: $0Net Assets 2016: $27,1112016Assets 2017: $21,268Liabilities 2017: $0Net Assets 2017: $21,2682017Assets 2018: $15,349Liabilities 2018: $0Net Assets 2018: $15,3492018Assets 2019: $15,438Liabilities 2019: $0Net Assets 2019: $15,4382019Assets 2020: $29,618Liabilities 2020: $0Net Assets 2020: $29,6182020Assets 2021: $23,623Liabilities 2021: $02021Assets 2022: $10,249Liabilities 2022: $0Net Assets 2022: $10,2492022Assets 2023: $18,667Liabilities 2023: $02023Assets 2024: $26,685Liabilities 2024: $0Net Assets 2024: $26,6852024Assets 2025: $25,597Liabilities 2025: $0Net Assets 2025: $25,5972025

Highlighted filing

2015

Assets$15,424
Liabilities-
Net Assets$15,424
Open 2015 Filing

Operations Trend

Revenue Growth71st percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2013: $19,370Expenses 2013: $13,953Net Income 2013: $5,4172013Revenue 2014: $20,560Expenses 2014: $17,382Net Income 2014: $3,1782014Revenue 2015: $24,191Expenses 2015: $23,793Net Income 2015: $3982015Revenue 2016: $45,368Expenses 2016: $33,681Net Income 2016: $11,6872016Revenue 2017: $46,077Expenses 2017: $51,920Net Income 2017: -$5,8432017Revenue 2018: $33,536Expenses 2018: $39,455Net Income 2018: -$5,9192018Revenue 2019: $36,637Expenses 2019: $36,548Net Income 2019: $892019Revenue 2020: $42,093Expenses 2020: $27,913Net Income 2020: $14,1802020Revenue 2021: $27,628Expenses 2021: $33,623Net Income 2021: -$5,9952021Revenue 2022: $32,090Expenses 2022: $45,464Net Income 2022: -$13,3742022Revenue 2023: $60,627Expenses 2023: $52,209Net Income 2023: $8,4182023Revenue 2024: $41,767Expenses 2024: $33,750Net Income 2024: $8,0172024Revenue 2025: $40,461Expenses 2025: $41,549Net Income 2025: -$1,0882025

Highlighted filing

2015

Revenue$24,191
Expenses$23,793
Net Income$398
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 2, 2015
Return Version
2014v5.0
Gross Receipts
$65,186
Mission and Program Overview

Mission

To benefit the students of the school

Our purpose is to enhance and expand the educational, social, and cultural opportunities and experiences for our school.

Program Services

DescriptionGrantsExpenses
The organization funded a playground bench and donated funds to the Southington Schools Technology Fund. All students benefitted from this donation.-$7,572
The organization paid an equal amount for each of the school's classes to defer the cost of educational field trips. All students benefitted from this donation.-$6,300
0-$5,851
The organization funded cultural programs selected by the Principal and held at school during school hours. All students benefitted from this donation.-$4,070
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KRISTI JOSEPHSONPresident-$0--
MAUREEN VARGASVice President-$0--
DOUGLAS RUELVice President-$0--
KRISTEN HALLETTSecretary-$0--
JOLENE DRECHSLERTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Urbin T Kelley School Pto
EIN
22-2516646
Phone
8606209427
Address
501 RIDGEWOOD ROAD, SOUTHINGTON, CT 06489

Signing Officer

Name
Jolene Drechsler
Title
Treasurer
Phone
8606209427
Signed
2015-11-02
Discuss with paid preparer
Yes

Preparer

Firm
Tax Season CPA LLC
Address
295 WASHINGTON AVE STE 8, HAMDEN, CT 06518
Preparer
Kathryn C Brookman Cfp CPA
Phone
2032817028
Supplemental Narrative

Additional Explanations

Pt III, Line 31

“All other school activities that are supported by the PTO benefit all students.”

Raw XML Appendix149 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/PersonNm0JOLENE DRECHSLER
IRS990EZ/BooksInCareOfDetail/PhoneNum08606209427
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0501 Ridgewood Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Southington
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd006489
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt015026
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt015424
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt08382
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0398
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt015026
IRS990EZ/Form990TotalAssetsGrp/EOYAmt015424
IRS990EZ/FundraisingGrossIncomeAmt054491
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt065186
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02313
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt015026
IRS990EZ/NetAssetsOrFundBalancesEOYAmt015424
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt015026
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt015424
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KRISTI JOSEPHSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MAUREEN VARGAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DOUGLAS RUEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KRISTEN HALLETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOLENE DRECHSLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt023793
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Our purpose is to enhance and expand the educational, social, and cultural opportunities and experiences for our school.
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The organization paid an equal amount for each of the school's classes to defer the cost of educational field trips. All students benefitted from this donation.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1The organization funded cultural programs selected by the Principal and held at school during school hours. All students benefitted from this donation.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2The organization funded a playground bench and donated funds to the Southington Schools Technology Fund. All students benefitted from this donation.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt30
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06300
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14070
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt27572
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt35851
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt040995
IRS990EZ/SpecialEventsNetIncomeLossAmt013496
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt023793
IRS990EZ/TotalProgramServiceExpensesAmt023793
IRS990EZ/TotalRevenueAmt024191
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt08382
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt06278
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt07806
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03455
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt06961
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt032882
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt056804
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt053723
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt030356
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt049411
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt030920
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0221214
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0254096
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt065186
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt060001
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt038162
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt052866
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt037881
IRS990ScheduleA/Total509Grp/TotalAmt0254096
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0254096
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0All other school activities that are supported by the PTO benefit all students.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt III, Line 31
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOLENE DRECHSLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08606209427
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0URBIN T KELLEY SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0URBI
ReturnHeader/Filer/EIN0222516646
ReturnHeader/Filer/PhoneNum08606209427
ReturnHeader/Filer/USAddress/AddressLine1Txt0501 RIDGEWOOD ROAD
ReturnHeader/Filer/USAddress/CityNm0SOUTHINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006489
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Tax Season CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0295 WASHINGTON AVE STE 8
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HAMDEN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006518
ReturnHeader/PreparerPersonGrp/PhoneNum02032817028
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATHRYN C BROOKMAN CFP CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-11-04T06:29:58-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,424
Liabilities
-
Net assets
$15,424
Revenue
$24,191
Expenses
$23,793
Net income
$398
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$25.6$0.00$25.6$40.5$41.5$1.09
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.7$0.00$26.7$41.8$33.8$8.02
2023Summary only. Only limited summary data is available for this year.$18.7$0.00$60.6$52.2$8.42
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.2$0.00$10.2$32.1$45.5$13.4
2021Summary only. Only limited summary data is available for this year.$23.6$0.00$27.6$33.6$6.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.6$0.00$29.6$42.1$27.9$14.2
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.4$0.00$15.4$36.6$36.5$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.3$0.00$15.3$33.5$39.5$5.92
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.3$0.00$21.3$46.1$51.9$5.84
2016Detailed filing. Detailed filing data is available for this year.$27.1$0.00$27.1$45.4$33.7$11.7
2015Detailed filing. Detailed filing data is available for this year.$15.4$15.4$24.2$23.8$0.40
2014Summary only. Only limited summary data is available for this year.$15.0$0.00$20.6$17.4$3.18
2013Summary only. Only limited summary data is available for this year.$11.8$0.00$19.4$14.0$5.42
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • <$500k nonprofits