Civic Intelligence

Brewster PTO Inc

990EZ • Fiscal year 2023 • EIN 22-3137508

Jul 01, 2022 to Jun 30, 2023 • Filed on Jun 06, 2024

Organization ProfileN/A
2298 Main StreetBrewster, MA 02631

(508) 896-4545

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$56,863

Up $56,863 from 2021

Net Assets

Up

$56,863

Up $8,881 (+19%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

Down

$10,645

Down $39,297 (-79%) from 2021

Expenses

Up

$32,901

Up $30,941 (+1579%) from 2021

Net Income

Down

-$22,256

Down $70,238 (-146%) from 2021

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2011: $5,658Liabilities 2011: $02011Assets 2012: $3,233Liabilities 2012: $02012Assets 2013: $18,419Liabilities 2013: $02013Assets 2014: $21,506Liabilities 2014: $02014Assets 2015: $24,775Liabilities 2015: $02015Assets 2017: $18,705Liabilities 2017: $02017Assets 2018: $16,174Net Assets 2018: $16,1742018Assets 2019: $8,751Net Assets 2019: $8,7512019Assets 2020: $5,254Net Assets 2020: $5,2542020Assets 2021: $0Net Assets 2021: $47,9822021Assets 2023: $79,119Net Assets 2023: $79,1192023Assets 2023: $56,863Net Assets 2023: $56,8632023Assets 2025: $73,847Net Assets 2025: $73,8472025

Highlighted filing

2023

Assets$56,863
Liabilities-
Net Assets$56,863
Open 2023 Filing

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $28,409Expenses 2011: $31,455Net Income 2011: -$3,0462011Revenue 2012: $24,441Expenses 2012: $26,869Net Income 2012: -$2,4282012Revenue 2013: $35,607Expenses 2013: $20,421Net Income 2013: $15,1862013Revenue 2014: $34,000Expenses 2014: $30,912Net Income 2014: $3,0882014Revenue 2015: $16,922Expenses 2015: $13,654Net Income 2015: $3,2682015Revenue 2017: $20,553Expenses 2017: $22,011Net Income 2017: -$1,4582017Revenue 2018: $19,374Expenses 2018: $21,905Net Income 2018: -$2,5312018Revenue 2019: $18,741Expenses 2019: $26,164Net Income 2019: -$7,4232019Revenue 2020: $5,239Expenses 2020: $8,736Net Income 2020: -$3,4972020Revenue 2021: $49,942Expenses 2021: $1,960Net Income 2021: $47,9822021Revenue 2023: $68,473Expenses 2023: $52,591Net Income 2023: $15,8822023Revenue 2023: $10,645Expenses 2023: $32,901Net Income 2023: -$22,2562023Revenue 2025: $29,928Expenses 2025: $24,357Net Income 2025: $5,5712025

Highlighted filing

2023

Revenue$10,645
Expenses$32,901
Net Income-$22,256
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Jun 6, 2024
Return Version
2022v5.0
Gross Receipts
$13,161
Mission and Program Overview

Mission

To support the brewster school community including students and families.

To support the Brewster Elementary Schools

Program Services

DescriptionGrantsExpenses
Funds Field trips for both Brewster Schools$0$18,433
Supports the staff of the school with appreciation gifts$0$3,004
Funds Assmeblies in the schools$0$2,454
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Christie PetersonPresidentPT$0--
Kristen O'NealTreasurerPT$0--
Meghan WileClerkPT$0--
Nicole OtisVice PresidentPT$0--
Sharon KautzDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Brewster PTO Inc
EIN
22-3137508
Phone
5088964545
Address
2298 Main Street, Brewster, MA 02631

Signing Officer

Name
Kristen O'Neal
Title
Treasurer
Phone
5088964545
Signed
2024-06-06

Preparer

Firm
The Montgomery Financial Group Inc
Address
195 ROUTE 6A, ORLEANS, MA 02653
Preparer
Herb Montgomery
Phone
5082401151
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Assemblies 2454.”

Form 990EZ, Part I, Line 16

“Bank Service Charges 80.”

Form 990EZ, Part I, Line 16

“Boosterathon 6328.”

Form 990EZ, Part I, Line 16

“Brewster In Bloom Expenses 700.”

Form 990EZ, Part I, Line 16

“Donations 50.”

Form 990EZ, Part I, Line 16

“Eddy Field Trips 16269.”

Form 990EZ, Part I, Line 16

“Insurance 318.”

Form 990EZ, Part I, Line 16

“Staff Appreciation 3004.”

Form 990EZ, Part I, Line 16

“Stony Brook Field Trips 2165.”

Form 990EZ, Part I, Line 16

“misc 125.”

Form 990EZ, Part I, Line 16

“socials 500.”

Form 990EZ, Part I, Line 16

“composting 494.”

Form 990EZ, Part I, Line 16

“classroom funds 240.”

Form 990EZ, Part I, Line 16

“extra supplies 174.”

Raw XML Appendix185 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/AmendedReturnInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0Kristen O'Neal
IRS990EZ/BooksInCareOfDetail/PhoneNum05088964545
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02298 Main Street
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Brewster
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002631
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt079119
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt056863
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01052
IRS990EZ/CostOfGoodsSoldAmt02516
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-22256
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt079119
IRS990EZ/Form990TotalAssetsGrp/EOYAmt056863
IRS990EZ/FundraisingGrossIncomeAmt04650
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt04937
IRS990EZ/GrossReceiptsAmt013161
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GrossSalesOfInventoryAmt07453
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt06
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt079119
IRS990EZ/NetAssetsOrFundBalancesEOYAmt056863
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt079119
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt056863
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt120.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt220.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt320.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt420.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Christie Peterson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Kristen O'Neal
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Meghan Wile
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Nicole Otis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Sharon Kautz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Clerk
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt032901
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To support the Brewster Elementary Schools
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Funds Field trips for both Brewster Schools
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Funds Assmeblies in the schools
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Supports the staff of the school with appreciation gifts
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt018433
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12454
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt23004
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt04650
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt032901
IRS990EZ/TotalProgramServiceExpensesAmt023891
IRS990EZ/TotalRevenueAmt010645
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt068024
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt068024
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt068024
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt068024
IRS990ScheduleA/Total509Grp/TotalAmt068024
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt068024
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Assemblies 2454.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Bank Service Charges 80.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Boosterathon 6328.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Brewster In Bloom Expenses 700.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Donations 50.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Eddy Field Trips 16269.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Insurance 318.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Staff Appreciation 3004.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Stony Brook Field Trips 2165.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9misc 125.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10socials 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11composting 494.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12classroom funds 240.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13extra supplies 174.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990EZ, Part I, Line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Kristen O'Neal
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05088964545
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-06-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Brewster PTO Inc
ReturnHeader/Filer/BusinessNameControlTxt0BREW
ReturnHeader/Filer/EIN0223137508
ReturnHeader/Filer/PhoneNum05088964545
ReturnHeader/Filer/USAddress/AddressLine1Txt02298 Main Street
ReturnHeader/Filer/USAddress/CityNm0Brewster
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002631
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0204852797
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THE MONTGOMERY FINANCIAL GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0195 ROUTE 6A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ORLEANS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002653
ReturnHeader/PreparerPersonGrp/PhoneNum05082401151
ReturnHeader/PreparerPersonGrp/PreparationDt02024-06-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Herb Montgomery
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-06-21T11:10:12-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Kristen
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ONeal
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
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
$56,863
Liabilities
-
Net assets
$56,863
Revenue
$10,645
Expenses
$32,901
Net income
-$22,256
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$73.8$73.8$29.9$24.4$5.57
2023Detailed filing. Detailed filing data is available for this year.$79.1$79.1$68.5$52.6$15.9
2023Detailed filing. Detailed filing data is available for this year.$56.9$56.9$10.6$32.9$22.3
2021Detailed filing. Detailed filing data is available for this year.$0.00$48.0$49.9$1.96$48.0
2020Detailed filing. Detailed filing data is available for this year.$5.25$5.25$5.24$8.74$3.50
2019Detailed filing. Detailed filing data is available for this year.$8.75$8.75$18.7$26.2$7.42
2018Detailed filing. Detailed filing data is available for this year.$16.2$16.2$19.4$21.9$2.53
2017Summary only. Only limited summary data is available for this year.$18.7$0.00$20.6$22.0$1.46
2015Summary only. Only limited summary data is available for this year.$24.8$0.00$16.9$13.7$3.27
2014Summary only. Only limited summary data is available for this year.$21.5$0.00$34.0$30.9$3.09
2013Summary only. Only limited summary data is available for this year.$18.4$0.00$35.6$20.4$15.2
2012Summary only. Only limited summary data is available for this year.$3.23$0.00$24.4$26.9$2.43
2011Summary only. Only limited summary data is available for this year.$5.66$0.00$28.4$31.5$3.05