Civic Intelligence

Harvard PTO Inc.

990EZ • Fiscal year 2018 • EIN 26-0434460

Jul 01, 2017 to Jun 30, 2018 • Filed on Sep 05, 2018

Organization Profilewww.harvardpto.org
PO Box 488Harvard, MA 01451

(978) 772-5711

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

46th percentile

1.7%

Higher net margin than 46% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$42,533

Down $10,687 (-20%) from 2012

Net Assets

Down

$42,533

Down $10,687 (-20%) from 2012

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin46th percentile

Revenue

Down

$36,397

Down $45,782 (-56%) from 2012

Expenses

Down

$35,784

Down $49,830 (-58%) from 2012

Net Income

Up

$613

Up $4,048 (+118%) from 2012

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$60K$40K$20K$0Assets 2011: $48,969Net Assets 2011: $48,9692011Assets 2012: $53,220Net Assets 2012: $53,2202012Assets 2018: $42,533Net Assets 2018: $42,5332018Assets 2019: $52,758Net Assets 2019: $52,7582019Assets 2020: $38,500Net Assets 2020: $38,5002020Assets 2021: $48,749Net Assets 2021: $48,7492021Assets 2024: $40,493Net Assets 2024: $40,4932024Assets 2025: $51,848Net Assets 2025: $51,8482025

Highlighted filing

2018

Assets$42,533
Liabilities-
Net Assets$42,533
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KRevenue 2011: $62,297Expenses 2011: $53,833Net Income 2011: $8,4642011Revenue 2012: $82,179Expenses 2012: $85,614Net Income 2012: -$3,4352012Revenue 2018: $36,397Expenses 2018: $35,784Net Income 2018: $6132018Revenue 2019: $38,053Expenses 2019: $27,828Net Income 2019: $10,2252019Revenue 2020: $10,731Expenses 2020: $24,989Net Income 2020: -$14,2582020Revenue 2021: $35,323Expenses 2021: $30,040Net Income 2021: $5,2832021Revenue 2024: $44,648Expenses 2024: $46,462Net Income 2024: -$1,8142024Revenue 2025: $49,263Expenses 2025: $37,908Net Income 2025: $11,3552025

Highlighted filing

2018

Revenue$36,397
Expenses$35,784
Net Income$613
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Sep 5, 2018
Return Version
2017v2.2
Gross Receipts
$54,003
Mission and Program Overview

Mission

Public education support and enhancement

Program Services

DescriptionGrantsExpenses
Support and enhance Harvard MA public schools by providing curriculum enrichment programs, organizing and funding various school events, purchasing teaching supplies and equipment, and providing student scholarships and achievement award, all benefiting over 1200 students.-$35,784
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAURA THOMASPresident-$0--
LAURA HUNTVice President-$0--
DONNA GUARINOTreasurerPT$0--
JENNIFER SLAVINSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$14,129$14,129$6,913$7,216
Book Fair$6,243$6,243$2,366$3,877
Total Events$28,303$28,303$17,606$10,697
Filing and Contact Details

Filer

Filer Name
Harvard PTO Inc
EIN
26-0434460
Phone
9787725711
Address
PO Box 488, Harvard, MA 01451

Signing Officer

Name
Laura Thomas
Title
President
Phone
9787725711
Signed
2018-09-05

Preparer

Firm
Joseph E Caouette CPA
Address
81 Merriam Ave, Leominster, MA 01453
Preparer
Joseph E Caouette CPA
Phone
9785344440
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“Interest Income 56.”

Form 990EZ, Part I, Line 8

“PTO Store 3524.”

Form 990EZ, Part I, Line 16

“General and administrative expenses. 1530.”

Form 990EZ, Part I, Line 16

“Curriculum Enrichment Expenses 12227.”

Form 990EZ, Part I, Line 16

“Educational Scholarships, Awards & Prizes 378.”

Form 990EZ, Part I, Line 16

“School Donations 500.”

Form 990EZ, Part I, Line 16

“Contributions 15715.”

Form 990EZ, Part I, Line 16

“School Events 2151.”

Form 990EZ, Part I, Line 16

“PTO Store 1701.”

Form 990EZ, Part I, Line 16

“Scholarships 250.”

Raw XML Appendix179 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/PersonNm0DONNA GUARINO
IRS990EZ/BooksInCareOfDetail/PhoneNum06173082494
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt045 Candleberry Lane
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Harvard
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001451
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt041920
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt042533
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0250
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0613
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0396
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt041920
IRS990EZ/Form990TotalAssetsGrp/EOYAmt042533
IRS990EZ/FundraisingGrossIncomeAmt028303
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt054003
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt021870
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt041920
IRS990EZ/NetAssetsOrFundBalancesEOYAmt042533
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt041920
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt042533
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LAURA THOMAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LAURA HUNT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DONNA GUARINO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JENNIFER SLAVIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt034452
IRS990EZ/OtherRevenueTotalAmt03580
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Public education support and enhancement
IRS990EZ/PrintingPublicationsPostageAmt0936
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Support and enhance Harvard MA public schools by providing curriculum enrichment programs, organizing and funding various school events, purchasing teaching supplies and equipment, and providing student scholarships and achievement award, all benefiting over 1200 students.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt035784
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt017606
IRS990EZ/SpecialEventsNetIncomeLossAmt010697
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt035784
IRS990EZ/TotalProgramServiceExpensesAmt035784
IRS990EZ/TotalRevenueAmt036397
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.harvardpto.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt025644
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt048230
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt031684
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt051389
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt040452
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0197399
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt056
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt038
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt040
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt037
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0174
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99910
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt0197399
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt025644
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt048230
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt031684
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt051389
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt040452
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0197399
IRS990ScheduleA/TotalSupportAmt0197573
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt017606
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Book Fair
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Gala
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt06243
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt014129
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt07931
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt028303
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt06243
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt014129
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt07931
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt028303
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt010697
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt08327
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt017606
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02366
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt06913
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Interest Income 56.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PTO Store 3524.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2General and administrative expenses. 1530.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Curriculum Enrichment Expenses 12227.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Educational Scholarships, Awards & Prizes 378.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5School Donations 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Contributions 15715.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7School Events 2151.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PTO Store 1701.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Scholarships 250.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 8
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
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURA THOMAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09787725711
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Harvard PTO Inc
ReturnHeader/Filer/BusinessNameControlTxt0HARV
ReturnHeader/Filer/EIN0260434460
ReturnHeader/Filer/PhoneNum09787725711
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 488
ReturnHeader/Filer/USAddress/CityNm0Harvard
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001451
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0710E528577FC95274AEA8053D27B53A615156658
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0710E528577FC95274AEA8053D27B53A615156658
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.20.131.104
ReturnHeader/FilingSecurityInformation/IPDt02018-09-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm010:22:32
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Joseph E Caouette CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt081 Merriam Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Leominster
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001453
ReturnHeader/PreparerPersonGrp/PhoneNum09785344440
ReturnHeader/PreparerPersonGrp/PreparationDt02018-09-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH E CAOUETTE CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-09-10T10:22:41-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$42,533
Liabilities
-
Net assets
$42,533
Revenue
$36,397
Expenses
$35,784
Net income
$613
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$51.8$51.8$49.3$37.9$11.4
2024Detailed filing. Detailed filing data is available for this year.$40.5$40.5$44.6$46.5$1.81
2021Detailed filing. Detailed filing data is available for this year.$48.7$48.7$35.3$30.0$5.28
2020Detailed filing. Detailed filing data is available for this year.$38.5$38.5$10.7$25.0$14.3
2019Detailed filing. Detailed filing data is available for this year.$52.8$52.8$38.1$27.8$10.2
2018Detailed filing. Detailed filing data is available for this year.$42.5$42.5$36.4$35.8$0.61
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$53.2$53.2$82.2$85.6$3.44
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$49.0$49.0$62.3$53.8$8.46