Civic Intelligence

Potter Road School Parent Teacher Organization

990EZ • Fiscal year 2014 • EIN 22-3345343

Aug 01, 2013 to Jul 31, 2014 • Filed on Nov 11, 2014

492 Potter Road01701

(508) 626-9110

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 2014

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2014

Net Margin

81st percentile

25%

Higher net margin than 81% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

76th percentile

27%

Faster asset growth than 76% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

28th percentile

-14%

Faster revenue growth than 28% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$34,737

Up $7,380 (+27%) from 2013

Net Assets

$34,737

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$29,614

Down $4,708 (-14%) from 2013

Expenses

Down

$22,234

Down $17,102 (-43%) from 2013

Net Income

Up

$7,380

Up $12,394 (+247%) from 2013

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2012: $32,361Liabilities 2012: $02012Assets 2013: $27,357Liabilities 2013: $02013Assets 2014: $34,737Net Assets 2014: $34,7372014Assets 2015: $34,055Liabilities 2015: $0Net Assets 2015: $34,0552015Assets 2016: $39,920Liabilities 2016: $0Net Assets 2016: $39,9202016Assets 2017: $45,588Liabilities 2017: $0Net Assets 2017: $45,5882017Assets 2018: $64,713Liabilities 2018: $0Net Assets 2018: $64,7132018Assets 2019: $69,586Liabilities 2019: $0Net Assets 2019: $69,5862019Assets 2020: $63,797Liabilities 2020: $0Net Assets 2020: $63,7972020Assets 2021: $34,217Net Assets 2021: $34,2172021Assets 2022: $54,133Net Assets 2022: $54,1332022Assets 2023: $38,225Net Assets 2023: $38,2252023Assets 2024: $13,695Net Assets 2024: $13,6952024Assets 2025: $34,208Net Assets 2025: $34,2082025

Highlighted filing

2014

Assets$34,737
Liabilities-
Net Assets$34,737

Operations Trend

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

$60K$40K$20K$0-$20K-$40KRevenue 2012: $37,514Expenses 2012: $32,858Net Income 2012: $4,6562012Revenue 2013: $34,322Expenses 2013: $39,336Net Income 2013: -$5,0142013Revenue 2014: $29,614Expenses 2014: $22,234Net Income 2014: $7,3802014Revenue 2015: $21,202Expenses 2015: $21,884Net Income 2015: -$6822015Revenue 2016: $30,769Expenses 2016: $24,904Net Income 2016: $5,8652016Revenue 2017: $31,036Expenses 2017: $25,368Net Income 2017: $5,6682017Revenue 2018: $30,533Expenses 2018: $11,408Net Income 2018: $19,1252018Revenue 2019: $29,217Expenses 2019: $24,344Net Income 2019: $4,8732019Revenue 2020: $2,827Expenses 2020: $8,616Net Income 2020: -$5,7892020Revenue 2021: $5,909Expenses 2021: $23,958Net Income 2021: -$18,0492021Revenue 2022: $46,921Expenses 2022: $27,005Net Income 2022: $19,9162022Revenue 2023: $14,045Expenses 2023: $29,953Net Income 2023: -$15,9082023Revenue 2024: $4,682Expenses 2024: $29,212Net Income 2024: -$24,5302024Revenue 2025: $54,768Expenses 2025: $34,255Net Income 2025: $20,5132025

Highlighted filing

2014

Revenue$29,614
Expenses$22,234
Net Income$7,380
Jump To
Filing Snapshot
Filing Period
Aug 1, 2013 to Jul 31, 2014
Signed
Nov 11, 2014
Return Version
2013v3.1
Gross Receipts
$60,739
Mission and Program Overview

Mission

Primary focus is to provide support and assistance to help enhance the quality of education for children at the Potter Road School.

Assist education of grade school students

Program Services

DescriptionGrantsExpenses
TO PROVIDE ENHANCEMENTS TO THE EDUCATIONAL EXPERIENCE AT POTTER ROAD SCHOOL. APPROXIMATLY 500 STUDENTS SERVED.-$22,234
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
NANCY O'CONNORCo-President-$0--
CHERYL MITCHAMCo-President-$0--
GAYLE SELETZVice President-$0--
CARIANN STEENBRUGGENVice President-$0--
TRACI MANNINGSecretary-$0--
KATHERINE RUSSOSecretary-$0--
AMY TRICOLISecretary-$0--
HEATHER LASHBROOK JONESSecretary-$0--
-Treasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$8,014$8,014$3,007$5,007
Event 2$6,073$6,073$4,161$1,912
Total Events$56,026$56,026$31,125$24,901
Filing and Contact Details

Filer

EIN
22-3345343
Phone
5086269110

Signing Officer

Name
Jacqueline Goldberg
Title
Treasurer
Phone
5086269110
Signed
2014-11-11
Discuss with paid preparer
Yes

Preparer

Preparer
James a George CPA Cva Jd
Phone
7812458200
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

Art supplies 230. Babysitting 40. Townwide pto 50. Creative arts 3639. Extracurriculars 393. Memberships 248. Environment expo 100. Teacher appreciation 470. Scholarships 1999. Family assistance fund 500. General fund 1029. Grade level funding 2466. Gym 300. Hospitality 25. Dues and subscriptions 554. Library 1215. Mini-grants 3993. Miscellaneous 269. Multi-cultural dessert 307. Music supplies 400. Nurse's office 479. Recess kits 267. Teacher stipends 2700. Summer reading 561.

Raw XML Appendix170 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/PersonNm0JACQUELINE GOLDBERG
IRS990EZ/BooksInCareOfDetail/PhoneNum05086269110
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10492 POTTER ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/City0FRAMINGHAM
IRS990EZ/BooksInCareOfDetail/USAddress/State0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode001701
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt027357
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt034737
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt04685
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07380
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt027357
IRS990EZ/Form990TotalAssetsGrp/EOYAmt034737
IRS990EZ/FundraisingGrossIncomeAmt056026
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt060739
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt028
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt027357
IRS990EZ/NetAssetsOrFundBalancesEOYAmt034737
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt027357
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt034737
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt82.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine10JACQUELINE GOLDBERG
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/PersonNm0NANCY O'CONNOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHERYL MITCHAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2GAYLE SELETZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CARIANN STEENBRUGGEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TRACI MANNING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KATHERINE RUSSO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6AMY TRICOLI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7HEATHER LASHBROOK JONES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt022234
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ASSIST EDUCATION OF GRADE SCHOOL STUDENTS
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE ENHANCEMENTS TO THE EDUCATIONAL EXPERIENCE AT POTTER ROAD SCHOOL. APPROXIMATLY 500 STUDENTS SERVED.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt022234
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt031125
IRS990EZ/SpecialEventsNetIncomeLossAmt024901
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt022234
IRS990EZ/TotalProgramServiceExpensesAmt022234
IRS990EZ/TotalRevenueAmt029614
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.FRAMINGHAM.K12.MA.US/POTTER
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt04685
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt06680
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt03061
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02660
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt03765
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt020851
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt028
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt028
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt056
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99730
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.99800
IRS990ScheduleA/PublicSupportTotal170Amt020851
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt04685
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt06680
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt03061
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02660
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt03765
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt020851
IRS990ScheduleA/TotalSupportAmt020907
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt031125
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt08014
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt06073
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt041939
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt056026
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt08014
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt06073
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt041939
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt056026
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0PUMPKIN FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0BOOK SALE
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt024901
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt023957
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt031125
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03007
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt04161
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt022
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ART SUPPLIES 230. BABYSITTING 40. TOWNWIDE PTO 50. CREATIVE ARTS 3639. EXTRACURRICULARS 393. MEMBERSHIPS 248. ENVIRONMENT EXPO 100. TEACHER APPRECIATION 470. SCHOLARSHIPS 1999. FAMILY ASSISTANCE FUND 500. GENERAL FUND 1029. GRADE LEVEL FUNDING 2466. GYM 300. HOSPITALITY 25. DUES AND SUBSCRIPTIONS 554. LIBRARY 1215. MINI-GRANTS 3993. MISCELLANEOUS 269. MULTI-CULTURAL DESSERT 307. MUSIC SUPPLIES 400. NURSE'S OFFICE 479. RECESS KITS 267. TEACHER STIPENDS 2700. SUMMER READING 561.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JACQUELINE GOLDBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05086269110
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine10POTTER ROAD SCHOOL PARENT TEACHER ORGANIZATION
ReturnHeader/Filer/BusinessNameControlTxt0POTT
ReturnHeader/Filer/EIN0223345343
ReturnHeader/Filer/PhoneNum05086269110
ReturnHeader/Filer/USAddress/AddressLine10492 POTTER ROAD
ReturnHeader/Filer/USAddress/City0FRAMINGHAM
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode001701
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10James A George PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10401 Edgewater Place Suite 190
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Wakefield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode001880
ReturnHeader/PreparerPersonGrp/PhoneNum07812458200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES A GEORGE CPA CVA JD
ReturnHeader/ReturnTs02014-11-11T12:03:29-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-08-01
ReturnHeader/TaxPeriodEndDt02014-07-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$34.2$34.2$54.8$34.3$20.5
2024Detailed filing. Detailed filing data is available for this year.$13.7$13.7$4.68$29.2$24.5
2023Detailed filing. Detailed filing data is available for this year.$38.2$38.2$14.0$30.0$15.9
2022Detailed filing. Detailed filing data is available for this year.$54.1$54.1$46.9$27.0$19.9
2021Detailed filing. Detailed filing data is available for this year.$34.2$34.2$5.91$24.0$18.0
2020Detailed filing. Detailed filing data is available for this year.$63.8$0.00$63.8$2.83$8.62$5.79
2019Detailed filing. Detailed filing data is available for this year.$69.6$0.00$69.6$29.2$24.3$4.87
2018Detailed filing. Detailed filing data is available for this year.$64.7$0.00$64.7$30.5$11.4$19.1
2017Detailed filing. Detailed filing data is available for this year.$45.6$0.00$45.6$31.0$25.4$5.67
2016Detailed filing. Detailed filing data is available for this year.$39.9$0.00$39.9$30.8$24.9$5.87
2015Detailed filing. Detailed filing data is available for this year.$34.1$0.00$34.1$21.2$21.9$0.68
2014Detailed filing. Detailed filing data is available for this year.$34.7$34.7$29.6$22.2$7.38
2013Summary only. Only limited summary data is available for this year.$27.4$0.00$34.3$39.3$5.01
2012Summary only. Only limited summary data is available for this year.$32.4$0.00$37.5$32.9$4.66