Civic Intelligence

Holbrook Elementary Parent Group

990EZ • Fiscal year 2023 • EIN 22-3931975

Jul 01, 2022 to Jun 30, 2023 • Filed on Sep 10, 2024

Organization ProfileN/A
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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

58th percentile

7.7%

Higher net margin than 58% 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

66th percentile

12%

Faster asset growth than 66% of similar nonprofits.

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

Revenue Growth

92nd percentile

129%

Faster revenue growth than 92% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$66,016

Up $7,055 (+12%) from 2022

Net Assets

Up

$66,016

Up $8,144 (+14%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin58th percentile

Revenue

Up

$105,168

Up $59,333 (+129%) from 2022

Expenses

Up

$97,024

Up $92,422 (+2008%) from 2022

Net Income

Down

$8,144

Down $33,089 (-80%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

2023

Assets$66,016
Liabilities-
Net Assets$66,016
Open 2023 Filing

Operations Trend

Revenue Growth92nd percentile

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

2023

Revenue$105,168
Expenses$97,024
Net Income$8,144
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Sep 10, 2024
Return Version
2022v5.0
Gross Receipts
$115,257
Mission and Program Overview

Mission

SEE SCHEDULE O.

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION ENCOURAGED AND SUPPORTED STUDENTS IN THEIR EDUCATIONAL ACTIVITIES.-$102,726
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANIELLE WALLACECo-ChairpersonPT$0--
SARAH CALDWELLCo-ChairpersonPT$0--
ELIZABETH VENUTICo-SecretaryPT$0--
SAMANTHA ESHNERTreasurerPT$0--
MICHELLE STRONACHCo-SecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
School Fundraiser$115,030$115,030$10,089$104,941
Total Events$115,030$115,030$10,089$104,941
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
Samantha Eshner
Title
Treasurer
Phone
7817674720
Signed
2024-09-10
Discuss with paid preparer
Yes

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 34,188”

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

“Holbrook public schools-school support 53,935”

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

“SCHOLARSHIPS 3,000”

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

“Holbrook public schools-teacher/staff appreciation 1,514”

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

“ACCOUNTS RECEIVABLE Beginning of year 335, End of year 0”

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

“VARIANCE Beginning of year 2,878, End of year 2,878”

Form 990-EZ, Part II, Line 26, Liabilities

“ACCOUNTS PAYABLE Beginning of year 1,089, End of year 0”

Raw XML Appendix158 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HOLBROOK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002343
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt055748
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt063138
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IRS990EZ/ContributionsGiftsGrantsEtcAmt0227
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IRS990EZ/ExcessOrDeficitForYearAmt08144
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01995
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/ForeignOfficeInd0false
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IRS990EZ/FundraisingGrossIncomeAmt0115030
IRS990EZ/GrossReceiptsAmt0115257
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt057872
IRS990EZ/NetAssetsOrFundBalancesEOYAmt066016
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt057872
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt066016
IRS990EZ/OccupancyRentUtltsAndMaintAmt02392
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0005.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DANIELLE WALLACE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SARAH CALDWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ELIZABETH VENUTI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SAMANTHA ESHNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MICHELLE STRONACH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-CHAIRPERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-CHAIRPERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CO-SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CO-SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt03213
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02878
IRS990EZ/OtherExpensesTotalAmt092637
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SEE SCHEDULE O.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION ENCOURAGED AND SUPPORTED STUDENTS IN THEIR EDUCATIONAL ACTIVITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0102726
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt010089
IRS990EZ/SpecialEventsNetIncomeLossAmt0104941
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01089
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt097024
IRS990EZ/TotalProgramServiceExpensesAmt0102726
IRS990EZ/TotalRevenueAmt0105168
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0227
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0727
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt019
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt011
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt030
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.96040
IRS990ScheduleA/PublicSupportPY170Pct00.98020
IRS990ScheduleA/PublicSupportTotal170Amt0727
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0227
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0500
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0727
IRS990ScheduleA/TotalSupportAmt0757
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt010089
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SCHOOL FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0115030
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0115030
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0115030
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0115030
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0104941
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt010089
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt010089
IRS990ScheduleG/GamingWithNonmembersInd0false
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleG/PhoneSolicitationsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0HOLBROOK PUBLIC SCHOOLS-AFTER SCHOOL ACTIVITIES 34,188
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1HOLBROOK PUBLIC SCHOOLS-SCHOOL SUPPORT 53,935
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SCHOLARSHIPS 3,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3HOLBROOK PUBLIC SCHOOLS-TEACHER/STAFF APPRECIATION 1,514
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACCOUNTS RECEIVABLE Beginning of year 335, End of year 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5VARIANCE Beginning of year 2,878, End of year 2,878
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ACCOUNTS PAYABLE Beginning of year 1,089, End of year 0
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 II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part II, Line 26, Liabilities
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SAMANTHA ESHNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07817674720
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-10
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/PreparerFirmGrp/PreparerFirmEIN0043547151
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/PreparationDt02024-09-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT E McKENNA
ReturnHeader/ReturnTs02024-09-10T01:52:33-00:00
ReturnHeader/ReturnTypeCd0990EZ
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
$66,016
Liabilities
-
Net assets
$66,016
Revenue
$105,168
Expenses
$97,024
Net income
$8,144
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