Civic Intelligence

Harvard PTO Inc.

990EZ • Fiscal year 2020 • EIN 26-0434460

Jul 01, 2019 to Jun 30, 2020 • Filed on Sep 10, 2020

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

6th percentile

-133%

Higher net margin than 6% 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

16th percentile

-27%

Faster asset growth than 16% of similar nonprofits.

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

Revenue Growth

12th percentile

-72%

Faster revenue growth than 12% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$38,500

Down $14,258 (-27%) from 2019

Net Assets

Down

$38,500

Down $14,258 (-27%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin6th percentile

Revenue

Down

$10,731

Down $27,322 (-72%) from 2019

Expenses

Down

$24,989

Down $2,839 (-10%) from 2019

Net Income

Down

-$14,258

Down $24,483 (-239%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

2020

Assets$38,500
Liabilities-
Net Assets$38,500
Open 2020 Filing

Operations Trend

Revenue Growth12th percentile

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

2020

Revenue$10,731
Expenses$24,989
Net Income-$14,258
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Sep 10, 2020
Return Version
2019v5.1
Gross Receipts
$19,807
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, organizingand funding various school events, purchasing teaching supplies and equipment, and providingstudent scholarships and achievement award, all benefiting over 1200 students.$0$24,989
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Laura ThomasPresident-$0--
Laura HuntVice President/Asst. Treasurer-$0--
Michael ReedTreasurerPT$0--
Jennifer SlavinSecretary-$0--
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
2020-09-10

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 37.”

Form 990EZ, Part I, Line 16

“General and administrative expenses. 1272.”

Form 990EZ, Part I, Line 16

“Educational Scholarships, Awards & Prizes 750.”

Form 990EZ, Part I, Line 16

“Contributions 7892.”

Form 990EZ, Part I, Line 16

“School Events 2990.”

Form 990EZ, Part I, Line 16

“PTO Store 1804.”

Form 990EZ, Part I, Line 16

“Subscriptions 388.”

Form 990EZ, Part I, Line 16

“Curriculum Enrichment Expenses 7765.”

Raw XML Appendix173 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/PersonNm0Laura Hunt
IRS990EZ/BooksInCareOfDetail/PhoneNum07819101572
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt061 Stow Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Harvard
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001451
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt052758
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt038500
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-14258
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0600
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt052758
IRS990EZ/Form990TotalAssetsGrp/EOYAmt038500
IRS990EZ/FundraisingGrossIncomeAmt010322
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt019807
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt09448
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt052758
IRS990EZ/NetAssetsOrFundBalancesEOYAmt038500
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt052758
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt038500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Laura Thomas
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Laura Hunt
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Michael Reed
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jennifer Slavin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President/Asst. Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt022861
IRS990EZ/OtherRevenueTotalAmt037
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Public education support and enhancement
IRS990EZ/PrintingPublicationsPostageAmt01528
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Support and enhance Harvard MA public schools by providing curriculum enrichment programs, organizingand funding various school events, purchasing teaching supplies and equipment, and providingstudent scholarships and achievement award, all benefiting over 1200 students.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt024989
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt09076
IRS990EZ/SpecialEventsNetIncomeLossAmt01246
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt024989
IRS990EZ/TotalProgramServiceExpensesAmt024989
IRS990EZ/TotalRevenueAmt010731
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.harvardpto.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt019948
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt025644
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt048230
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt031684
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0125506
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt098
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt056
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt038
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt040
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0232
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99820
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.99850
IRS990ScheduleA/PublicSupportTotal170Amt0125506
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt019948
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt025644
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt048230
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt031684
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0125506
IRS990ScheduleA/TotalSupportAmt0125738
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Interest Income 37.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1General and administrative expenses. 1272.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Educational Scholarships, Awards & Prizes 750.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Contributions 7892.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4School Events 2990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PTO Store 1804.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Subscriptions 388.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Curriculum Enrichment Expenses 7765.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
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
ReturnHeader/BuildTS02022-01-07 14:23:13Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Laura Thomas
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum09787725711
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-10
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/AtSubmissionCreationDeviceId0E42146D85506A345FDD1FA84E4AECC3CF0BC5277
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E42146D85506A345FDD1FA84E4AECC3CF0BC5277
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.174.53.132
ReturnHeader/FilingSecurityInformation/IPDt02020-09-23
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm011:58:28
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/PreparationDt02020-09-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joseph E Caouette CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-09-23T11:58:34-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$38,500
Liabilities
-
Net assets
$38,500
Revenue
$10,731
Expenses
$24,989
Net income
-$14,258
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