Civic Intelligence

Ct Douglas School PTO

990EZ • Fiscal year 2023 • EIN 22-3079893

Sep 01, 2022 to Aug 31, 2023 • Filed on Jul 09, 2024

Organization ProfileWWW.DOUGLASSCHOOLPTO.ORG
73 Spruce StreetActon, MA 01720-2421

(978) 266-2560

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

61st percentile

0.00x

Higher debt load relative to revenue than 61% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

74th percentile

20%

Higher net margin than 74% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

55th percentile

3.5%

Faster asset growth than 55% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

17th percentile

-33%

Faster revenue growth than 17% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets59th percentile

Assets

Flat

$187,578

Flat from 2023

Net Assets

$187,529

No earlier filing loaded for comparison.

Liabilities

Flat

$49

Flat from 2023

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin74th percentile

Revenue

Flat

$30,937

Flat from 2023

Expenses

Flat

$24,614

Flat from 2023

Net Income

Flat

$6,323

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$200K$150K$100K$50K$0Assets 2011: $135,390Liabilities 2011: $02011Assets 2012: $140,698Liabilities 2012: $11,1272012Assets 2013: $143,564Liabilities 2013: $13,490Net Assets 2013: $130,0742013Assets 2014: $122,914Liabilities 2014: $5,880Net Assets 2014: $117,0342014Assets 2015: $114,147Liabilities 2015: $13,1532015Assets 2016: $120,575Liabilities 2016: $14,428Net Assets 2016: $106,1472016Assets 2017: $119,444Liabilities 2017: $2,699Net Assets 2017: $116,7452017Assets 2018: $154,423Net Assets 2018: $154,4232018Assets 2019: $176,221Net Assets 2019: $176,2212019Assets 2020: $148,686Liabilities 2020: $7612020Assets 2021: $153,055Liabilities 2021: $24Net Assets 2021: $153,0312021Assets 2022: $181,239Liabilities 2022: $33Net Assets 2022: $181,2062022Assets 2023: $187,578Liabilities 2023: $49Net Assets 2023: $187,5292023Assets 2023: $187,578Liabilities 2023: $492023Assets 2024: $188,370Liabilities 2024: $45Net Assets 2024: $188,3252024

Highlighted filing

2023

Assets$187,578
Liabilities$49
Net Assets$187,529
Open 2023 Filing

Operations Trend

Revenue Growth17th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $63,571Expenses 2011: $74,287Net Income 2011: -$10,7162011Revenue 2012: $77,352Expenses 2012: $83,171Net Income 2012: -$5,8192012Revenue 2013: $82,782Expenses 2013: $82,280Net Income 2013: $5022013Revenue 2014: $67,104Expenses 2014: $80,144Net Income 2014: -$13,0402014Revenue 2015: $62,648Expenses 2015: $78,688Net Income 2015: -$16,0402015Revenue 2016: $85,088Expenses 2016: $79,935Net Income 2016: $5,1532016Revenue 2017: $68,804Expenses 2017: $58,206Net Income 2017: $10,5982017Revenue 2018: $101,135Expenses 2018: $63,457Net Income 2018: $37,6782018Revenue 2019: $84,084Expenses 2019: $62,286Net Income 2019: $21,7982019Revenue 2020: $28,407Expenses 2020: $56,703Net Income 2020: -$28,2962020Revenue 2021: $16,413Expenses 2021: $11,307Net Income 2021: $5,1062021Revenue 2022: $46,056Expenses 2022: $17,881Net Income 2022: $28,1752022Revenue 2023: $30,937Expenses 2023: $24,614Net Income 2023: $6,3232023Revenue 2023: $30,937Expenses 2023: $24,614Net Income 2023: $6,3232023Revenue 2024: $28,703Expenses 2024: $27,907Net Income 2024: $7962024

Highlighted filing

2023

Revenue$30,937
Expenses$24,614
Net Income$6,323
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2022 to Aug 31, 2023
Signed
Jul 9, 2024
Return Version
2022v5.0
Gross Receipts
$39,328
Mission and Program Overview

Mission

Support to acton boxborough schools

Support the acton boxborough schools

Program Services

DescriptionGrantsExpenses
SUPPORT EDUCATION IN CALSSROOM BY PROVIDING SOME SPECIFIC MATERIALS SUCH AS MAGAZINE SUBSRIPTIONS OR GENERAL SUPPLIES AS MUNDANE AS EXTRA PENCILS, OR TISSUES OR PLAYGROUND BALLS.-$10,341
ALL OTHER PROGRAM EXPENSES$500$9,885
PROVIDE CULTURAL ENRICHMENT BY SUPPORTING IN-SCHOOL EVENTS WHERE GUESTS PRESENT; SUCH AS CHILDREN'S AUTHORS OR EDUCATIONAL ENTERTAINERS.-$4,388
SUPPORT AND RUN COMMUNITY BUILDING EVENTS WITH SOCAL FOCUS EITHER FOR PARENTS OR FOR FAMILIES SUCH AS PARENTS NIGHT OUT OR THE FALL AND SPRING SOCIALS.--
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY GEORGILASCo-ChairPT$0--
JILLIAN O'NEILLSecretary-$0--
TRACY WALTONCo-Chair-$0--
JASON FITZGERALDTreasurer-$0--
KELLY JENNINGSAsst Treasur-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run$19,775$19,775$3,625$16,150
Total Events$19,775$19,775$3,625$16,150
Filing and Contact Details

Filer

Filer Name
Ct Douglas School Pto
EIN
22-3079893
Phone
9782662560
Address
73 SPRUCE STREET, ACTON, MA 01720-2421

Signing Officer

Name
Mary Georgilas
Title
Co-chair
Phone
9782665650
Signed
2024-07-09
Discuss with paid preparer
Yes

Preparer

Firm
Scheid Deignan Brown Pc
Address
101 COMMONWEALTH AVE, CONCORD, MA 01742-2903
Preparer
David Deignan CPA
Phone
9783189600
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses insurance 300 bank charges 95 6th grade curriculum 2,475 classroom supplies/aid 10,341 form pc 35 staff appreciation 2,048 total 15,294”

Form 990-ez, Part II, Line 24

“Equipment 4,652 4,652 less accumulated depreciation 4,652 4,652 total 0 0”

Form 990-ez, Part II, Line 26

“PAYABLE FOR BOOKS 33 49”

Form 990-ez, Part III, Line 31

“All other program expenses”

Raw XML Appendix183 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/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0JASON FITZGERALD
IRS990EZ/BooksInCareOfDetail/PhoneNum09782662560
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03 TICONDEROGA RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ACTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001720
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0181239
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0187578
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt09635
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06323
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt08688
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0181239
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0187578
IRS990EZ/FundraisingGrossIncomeAmt028083
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0500
IRS990EZ/GrossReceiptsAmt039328
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01610
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0181206
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0187529
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0181206
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0187529
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt06.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
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/PersonNm0MARY GEORGILAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JILLIAN O'NEILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TRACY WALTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JASON FITZGERALD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KELLY JENNINGS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CO-CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4ASST TREASUR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt015294
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT THE ACTON BOXBOROUGH SCHOOLS
IRS990EZ/PrintingPublicationsPostageAmt0132
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE CULTURAL ENRICHMENT BY SUPPORTING IN-SCHOOL EVENTS WHERE GUESTS PRESENT; SUCH AS CHILDREN'S AUTHORS OR EDUCATIONAL ENTERTAINERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SUPPORT EDUCATION IN CALSSROOM BY PROVIDING SOME SPECIFIC MATERIALS SUCH AS MAGAZINE SUBSRIPTIONS OR GENERAL SUPPLIES AS MUNDANE AS EXTRA PENCILS, OR TISSUES OR PLAYGROUND BALLS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SUPPORT AND RUN COMMUNITY BUILDING EVENTS WITH SOCAL FOCUS EITHER FOR PARENTS OR FOR FAMILIES SUCH AS PARENTS NIGHT OUT OR THE FALL AND SPRING SOCIALS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3ALL OTHER PROGRAM EXPENSES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04388
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt110341
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt29885
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt08391
IRS990EZ/SpecialEventsNetIncomeLossAmt019692
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt033
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt049
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt024614
IRS990EZ/TotalProgramServiceExpensesAmt024614
IRS990EZ/TotalRevenueAmt030937
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.DOUGLASSCHOOLPTO.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt09635
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt08663
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt011100
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt09653
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt013342
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt052393
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01610
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0210
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0331
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01453
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01626
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt05230
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt019692
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt050522
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt07836
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt027588
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt094359
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0199997
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01610
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0210
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0331
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01453
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01626
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt05230
IRS990ScheduleA/InvestmentIncomeCYPct00.02000
IRS990ScheduleA/InvestmentIncomePYPct00.01000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.97970
IRS990ScheduleA/PublicSupportPY509Pct00.98760
IRS990ScheduleA/PublicSupportTotal509Amt0252390
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt029327
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt059185
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt018936
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt037241
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0107701
IRS990ScheduleA/Total509Grp/TotalAmt0252390
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt030937
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt059395
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt019267
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt038694
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0109327
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0257620
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt03625
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUN RUN
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt019775
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt019775
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt019775
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt019775
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt016150
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03625
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03625
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INSURANCE 300 BANK CHARGES 95 6TH GRADE CURRICULUM 2,475 CLASSROOM SUPPLIES/AID 10,341 FORM PC 35 STAFF APPRECIATION 2,048 TOTAL 15,294
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EQUIPMENT 4,652 4,652 LESS ACCUMULATED DEPRECIATION 4,652 4,652 TOTAL 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PAYABLE FOR BOOKS 33 49
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL OTHER PROGRAM EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY GEORGILAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum09782665650
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-07-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CT DOUGLAS SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0CTDO
ReturnHeader/Filer/EIN0223079893
ReturnHeader/Filer/PhoneNum09782662560
ReturnHeader/Filer/USAddress/AddressLine1Txt073 SPRUCE STREET
ReturnHeader/Filer/USAddress/CityNm0ACTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd0017202421
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0843998573
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCHEID DEIGNAN BROWN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0101 COMMONWEALTH AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CONCORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0017422903
ReturnHeader/PreparerPersonGrp/PhoneNum09783189600
ReturnHeader/PreparerPersonGrp/PreparationDt02024-07-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID DEIGNAN CPA
ReturnHeader/ReturnTs02024-07-15T15:12:20-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GEORGILAS
ReturnHeader/TaxPeriodBeginDt02022-09-01
ReturnHeader/TaxPeriodEndDt02023-08-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$187,578
Liabilities
$49
Net assets
$187,529
Revenue
$30,937
Expenses
$24,614
Net income
$6,323
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.29$0.28$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.31$0.25$0.06
2023Summary only. Only limited summary data is available for this year.$1.88$0.00$0.31$0.25$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.46$0.18$0.28
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.53$0.00$1.53$0.16$0.11$0.05
2020Summary only. Only limited summary data is available for this year.$1.49$0.01$0.28$0.57$0.28
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.76$1.76$0.84$0.62$0.22
2018Detailed filing. Detailed filing data is available for this year.$1.54$1.54$1.01$0.63$0.38
2017Detailed filing. Detailed filing data is available for this year.$1.19$0.03$1.17$0.69$0.58$0.11
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.21$0.14$1.06$0.85$0.80$0.05
2015Summary only. Only limited summary data is available for this year.$1.14$0.13$0.63$0.79$0.16
2014Detailed filing. Detailed filing data is available for this year.$1.23$0.06$1.17$0.67$0.80$0.13
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.44$0.13$1.30$0.83$0.82$0.01
2012Summary only. Only limited summary data is available for this year.$1.41$0.11$0.77$0.83$0.06
2011Summary only. Only limited summary data is available for this year.$1.35$0.00$0.64$0.74$0.11