Civic Intelligence

Wareham Elementary PTA Inc

990EZ • Fiscal year 2017 • EIN 22-2712708

Aug 01, 2016 to Jul 31, 2017 • Filed on Sep 27, 2017

760 Main StreetWareham, MA 02571

(508) 291-3530

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Higher debt load relative to assets than 57% of similar nonprofits.

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

Liabilities / Revenue

57th percentile

0.00x

Higher debt load relative to revenue than 57% of similar nonprofits.

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

Net Margin

94th percentile

60%

Higher net margin than 94% 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

92nd percentile

108%

Faster asset growth than 92% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2017

Revenue Growth

60th percentile

8.0%

Faster revenue growth than 60% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2017

Assets

Up

$39,982

Up $30,763 (+334%) from 2015

Net Assets

$39,964

No earlier filing loaded for comparison.

Liabilities

Down

$18

Down $113 (-86%) from 2015

Revenue

Up

$46,638

Up $6,625 (+17%) from 2015

Expenses

Down

$18,657

Down $19,447 (-51%) from 2015

Net Income

Up

$27,981

Up $26,072 (+1366%) from 2015

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2011: $22,482Liabilities 2011: $0Net Assets 2011: $22,4822011Assets 2012: $20,204Liabilities 2012: $0Net Assets 2012: $20,2042012Assets 2013: $23,831Liabilities 2013: $02013Assets 2014: $7,179Liabilities 2014: $02014Assets 2015: $9,219Liabilities 2015: $1312015Assets 2017: $39,982Liabilities 2017: $18Net Assets 2017: $39,9642017Assets 2018: $47,433Net Assets 2018: $47,4332018

Highlighted filing

2017

Assets$39,982
Liabilities$18
Net Assets$39,964

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2011: $16,814Expenses 2011: $10,415Net Income 2011: $6,3992011Revenue 2012: $41,521Expenses 2012: $43,799Net Income 2012: -$2,2782012Revenue 2013: $19,909Expenses 2013: $16,282Net Income 2013: $3,6272013Revenue 2014: $17,226Expenses 2014: $33,878Net Income 2014: -$16,6522014Revenue 2015: $40,013Expenses 2015: $38,104Net Income 2015: $1,9092015Revenue 2017: $46,638Expenses 2017: $18,657Net Income 2017: $27,9812017Revenue 2018: $46,392Expenses 2018: $38,923Net Income 2018: $7,4692018

Highlighted filing

2017

Revenue$46,638
Expenses$18,657
Net Income$27,981
Jump To
Filing Snapshot
Filing Period
Aug 1, 2016 to Jul 31, 2017
Signed
Sep 27, 2017
Return Version
2016v3.0
Gross Receipts
$109,869
Mission and Program Overview

Mission

Parent Teacher Association

Program Services

DescriptionGrantsExpenses
Teacher grants for classroom supplies, enrichment programs and educational field trips$15,045-
Playground Equipment and Maintenance$1,648-
Technology for the schools$223-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nichole MazzoliPresident-$0--
Shanna AndrewsVice President-$0--
Molly ConnerTreasurer-$0--
Ashley CoutoSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$76,077$76,077$46,444$29,633
Scholastic Book Fair$10,375$10,375$10,365$10
Total Events$109,318$109,318$63,231$46,087
Filing and Contact Details

Filer

Filer Name
Wareham Elementary PTA Inc
EIN
22-2712708
Phone
5082913530
Address
760 Main Street, Wareham, MA 02571

Signing Officer

Name
Molly Conner
Title
Treasurer
Signed
2017-09-27
Discuss with paid preparer
Yes

Preparer

Firm
Trisha C Osborne CPA
Address
1 JACKS MARSH LN, WAREHAM, MA 02571
Preparer
Trisha C Osborne CPA
Phone
5082950800
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

| Donee's Name: Decas School | Donee's Address: 760 Main St Wareham MA 02571 | Cash Amount Given: $9787

Grants and Similar Amounts Paid In Excess of $5,000.2

| Donee's Name: Minot Forest Elementary School | Donee's Address: 63 Minot Ave Wareham MA 02571 | Cash Amount Given: $7129

Other Expenses.1002

Office Expenses $62

Other Expenses.1012

Insurance $265

Other Expenses.1

Membership Dues to MA &Fed PTA $261

Other Expenses.2

Volunteer Appreciation $254

Other Expenses.3

Teacher Appreciaiton $195

Other Expenses.4

Quickbooks Online $147

Other Expenses.5

State Filing Fees $75

Other Assets.1011

Prepaid Expenses and Deferred Charges - Beginning $0 Prepaid Expenses and Deferred Charges - Ending $955

Total Liabilities.1003

Deferred Revenue - Beginning $59 Deferred Revenue - Ending $18

Total Liabilities.1

Allocated Funds - Beginning $16368 Allocated Funds - Ending $0

Raw XML Appendix199 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Decas School | Donee's Address: 760 Main St Wareham MA 02571 | Cash Amount Given: $9787
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: Minot Forest Elementary School | Donee's Address: 63 Minot Ave Wareham MA 02571 | Cash Amount Given: $7129
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expenses $62
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $265
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Membership Dues to MA &Fed PTA $261
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Volunteer Appreciation $254
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Teacher Appreciaiton $195
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Quickbooks Online $147
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8State Filing Fees $75
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Prepaid Expenses and Deferred Charges - Beginning $0 Prepaid Expenses and Deferred Charges - Ending $955
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Deferred Revenue - Beginning $59 Deferred Revenue - Ending $18
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Allocated Funds - Beginning $16368 Allocated Funds - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.2
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Molly Conner
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Wareham Elementary PTA Inc
ReturnHeader/Filer/BusinessNameControlTxt0DECA
ReturnHeader/Filer/EIN0222712708
ReturnHeader/Filer/PhoneNum05082913530
ReturnHeader/Filer/USAddress/AddressLine1Txt0760 Main Street
ReturnHeader/Filer/USAddress/CityNm0Wareham
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002571
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TRISHA C OSBORNE CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01 JACKS MARSH LN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WAREHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002571
ReturnHeader/PreparerPersonGrp/PhoneNum05082950800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Trisha C Osborne CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-10-07T14:41:17-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-08-01
ReturnHeader/TaxPeriodEndDt02017-07-31
ReturnHeader/TaxYr02016

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