Civic Intelligence

Holbrook Elementary Parent Group

990EZ • Fiscal year 2020 • EIN 22-3931975

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 21, 2020

245 South Franklin StreetHolbrook, MA 02343

(781) 767-4720

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

89th percentile

51%

Higher net margin than 89% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

93rd percentile

203%

Faster asset growth than 93% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

92nd percentile

82%

Faster revenue growth than 92% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$40,414

Up $27,090 (+203%) from 2019

Net Assets

Up

$40,414

Up $27,090 (+203%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$53,002

Up $23,864 (+82%) from 2019

Expenses

Down

$25,912

Down $134 (-0.5%) from 2019

Net Income

Up

$27,090

Up $23,998 (+776%) from 2019

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: $19,243Net Assets 2011: $19,2432011Assets 2012: $22,419Net Assets 2012: $22,4192012Assets 2013: $29,042Net Assets 2013: $29,0422013Assets 2014: $26,101Net Assets 2014: $26,1012014Assets 2015: $22,275Net Assets 2015: $22,2752015Assets 2016: $28,639Liabilities 2016: $02016Assets 2017: $23,532Liabilities 2017: $02017Assets 2018: $10,232Liabilities 2018: $02018Assets 2019: $13,324Net Assets 2019: $13,3242019Assets 2020: $40,414Net Assets 2020: $40,4142020Assets 2022: $58,961Liabilities 2022: $1,089Net Assets 2022: $57,8722022Assets 2023: $66,016Net Assets 2023: $66,0162023Assets 2024: $35,072Net Assets 2024: $35,0722024Assets 2025: $5,274Net Assets 2025: $5,2742025

Highlighted filing

2020

Assets$40,414
Liabilities-
Net Assets$40,414

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $27,475Expenses 2011: $25,058Net Income 2011: $2,4172011Revenue 2012: $34,905Expenses 2012: $31,729Net Income 2012: $3,1762012Revenue 2013: $28,479Expenses 2013: $21,856Net Income 2013: $6,6232013Revenue 2014: $16,551Expenses 2014: $19,492Net Income 2014: -$2,9412014Revenue 2015: $30,053Expenses 2015: $33,879Net Income 2015: -$3,8262015Revenue 2016: $17,649Expenses 2016: $11,285Net Income 2016: $6,3642016Revenue 2017: $4,286Expenses 2017: $9,393Net Income 2017: -$5,1072017Revenue 2018: $4,362Expenses 2018: $17,662Net Income 2018: -$13,3002018Revenue 2019: $29,138Expenses 2019: $26,046Net Income 2019: $3,0922019Revenue 2020: $53,002Expenses 2020: $25,912Net Income 2020: $27,0902020Revenue 2022: $45,835Expenses 2022: $4,602Net Income 2022: $41,2332022Revenue 2023: $105,168Expenses 2023: $97,024Net Income 2023: $8,1442023Revenue 2024: $82,725Expenses 2024: $110,790Net Income 2024: -$28,0652024Revenue 2025: $78,648Expenses 2025: $108,446Net Income 2025: -$29,7982025

Highlighted filing

2020

Revenue$53,002
Expenses$25,912
Net Income$27,090
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 21, 2020
Return Version
2019v5.1
Gross Receipts
$86,349
Mission and Program Overview

Mission

SEE SCHEDULE O.

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION ENCOURAGED AND SUPPORTED STUDENTS IN THEIR EDUCATIONAL ACTIVITIES.-$33,347
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANIELLE WALLACECo-ChairpersonPT$0--
SARAH CALDWELLCo-TreasurerPT$0--
CRYSTAL OBINCo-TreasurerPT$0--
SAMMY ESHNERCo-ChairpersonPT$0--
MARCIA RUSSELLCo-SecretaryPT$0--
TRACY CHURCHEYCo-SecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraisers$86,330$86,330$33,347$52,983
Total Events$86,330$86,330$33,347$52,983
Filing and Contact Details

Filer

Filer Name
Holbrook Elementary Parent Group
EIN
22-3931975
Phone
7817674720
Address
245 SOUTH FRANKLIN STREET, HOLBROOK, MA 02343

Signing Officer

Name
Sarah Caldwell
Title
Cotreasurer
Signed
2020-11-21
Discuss with paid preparer
No

Preparer

Firm
ROBERT E McKENNA CPA PC
Address
185 MAIN STREET SUITE 27, AVON, MA 02322
Preparer
ROBERT E McKENNA
Phone
7819862220
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

Holbrook public schools-after school activities 14,177

Form 990-EZ, Part I, Line 16, Other Expenses

Holbrook public schools-school support 4,059

Form 990-EZ, Part I, Line 16, Other Expenses

SCHOLARSHIPS 2,020

Form 990-EZ, Part I, Line 16, Other Expenses

Holbrook public schools-buses for field trips 4,053

Form 990-EZ, Part I, Line 16, Other Expenses

Holbrook public schools-teacher/staff appreciation 1,095

Form 990-EZ, Part II, Line 24, Other Assets

VARIANCE Beginning of year 3,787, End of year 3,390

Raw XML Appendix171 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0SARAH CALDWELL
IRS990EZ/BooksInCareOfDetail/PhoneNum07817674720
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt020 MT PLEASANT AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HOLBROOK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002343
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt09537
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt037024
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt027090
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0508
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt013324
IRS990EZ/Form990TotalAssetsGrp/EOYAmt040414
IRS990EZ/FundraisingGrossIncomeAmt086330
IRS990EZ/GrossReceiptsAmt086349
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt019
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt013324
IRS990EZ/NetAssetsOrFundBalancesEOYAmt040414
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt013324
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt040414
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DANIELLE WALLACE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SARAH CALDWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CRYSTAL OBIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SAMMY ESHNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARCIA RUSSELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5TRACY CHURCHEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-CHAIRPERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CO-TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CO-CHAIRPERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CO-SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5CO-SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt03787
IRS990EZ/OtherAssetsTotalDetail/EOYAmt03390
IRS990EZ/OtherExpensesTotalAmt025404
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SEE SCHEDULE O.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION ENCOURAGED AND SUPPORTED STUDENTS IN THEIR EDUCATIONAL ACTIVITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt033347
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt033347
IRS990EZ/SpecialEventsNetIncomeLossAmt052983
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt025912
IRS990EZ/TotalProgramServiceExpensesAmt033347
IRS990EZ/TotalRevenueAmt053002
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01480
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt03252
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02070
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt07302
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt019
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt011
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt010
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt012
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt011
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt063
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99140
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportPY170Pct00.99480
IRS990ScheduleA/PublicSupportTotal170Amt07302
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0500
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01480
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt03252
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02070
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt07302
IRS990ScheduleA/TotalSupportAmt07365
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt033347
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUNDRAISERS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt086330
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt086330
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt086330
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt086330
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt052983
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt033347
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt033347
IRS990ScheduleG/GamingWithNonmembersInd0false
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleG/PhoneSolicitationsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0HOLBROOK PUBLIC SCHOOLS-AFTER SCHOOL ACTIVITIES 14,177
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1HOLBROOK PUBLIC SCHOOLS-SCHOOL SUPPORT 4,059
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SCHOLARSHIPS 2,020
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3HOLBROOK PUBLIC SCHOOLS-BUSES FOR FIELD TRIPS 4,053
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4HOLBROOK PUBLIC SCHOOLS-TEACHER/STAFF APPRECIATION 1,095
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5VARIANCE Beginning of year 3,787, End of year 3,390
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part II, Line 24, Other Assets
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0SARAH CALDWELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0COTREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HOLBROOK ELEMENTARY PARENT GROUP
ReturnHeader/Filer/BusinessNameControlTxt0HOLB
ReturnHeader/Filer/EIN0223931975
ReturnHeader/Filer/PhoneNum07817674720
ReturnHeader/Filer/USAddress/AddressLine1Txt0245 SOUTH FRANKLIN STREET
ReturnHeader/Filer/USAddress/CityNm0HOLBROOK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002343
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B1D6FADF3A3C3D620866D7BAA02172A9E2D8B1AB
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B1D6FADF3A3C3D620866D7BAA02172A9E2D8B1AB
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.4.200.58
ReturnHeader/FilingSecurityInformation/IPDt02020-12-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm018:08:05
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROBERT E McKENNA CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0185 MAIN STREET SUITE 27
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AVON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002322
ReturnHeader/PreparerPersonGrp/PhoneNum07819862220
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT E McKENNA
ReturnHeader/ReturnTs02020-11-21T01:38:31-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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.$0.05$0.05$0.79$1.08$0.30
2024Detailed filing. Detailed filing data is available for this year.$0.35$0.35$0.83$1.11$0.28
2023Detailed filing. Detailed filing data is available for this year.$0.66$0.66$1.05$0.97$0.08
2022Detailed filing. Detailed filing data is available for this year.$0.59$0.01$0.58$0.46$0.05$0.41
2020Detailed filing. Detailed filing data is available for this year.$0.40$0.40$0.53$0.26$0.27
2019Detailed filing. Detailed filing data is available for this year.$0.13$0.13$0.29$0.26$0.03
2018Summary only. Only limited summary data is available for this year.$0.10$0.00$0.04$0.18$0.13
2017Summary only. Only limited summary data is available for this year.$0.24$0.00$0.04$0.09$0.05
2016Summary only. Only limited summary data is available for this year.$0.29$0.00$0.18$0.11$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.22$0.22$0.30$0.34$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.26$0.26$0.17$0.19$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.29$0.29$0.28$0.22$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.22$0.22$0.35$0.32$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.19$0.19$0.27$0.25$0.02