Civic Intelligence

Harvard PTO Inc.

990EZ • Fiscal year 2021 • EIN 26-0434460

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 05, 2021

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

(978) 456-0108

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

59th percentile

15%

Higher net margin than 59% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

70th percentile

27%

Faster asset growth than 70% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

93rd percentile

229%

Faster revenue growth than 93% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$48,749

Up $10,249 (+27%) from 2020

Net Assets

Up

$48,749

Up $10,249 (+27%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin59th percentile

Revenue

Up

$35,323

Up $24,592 (+229%) from 2020

Expenses

Up

$30,040

Up $5,051 (+20%) from 2020

Net Income

Up

$5,283

Up $19,541 (+137%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth70th 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

2021

Assets$48,749
Liabilities-
Net Assets$48,749
Open 2021 Filing

Operations Trend

Revenue Growth93rd 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

2021

Revenue$35,323
Expenses$30,040
Net Income$5,283
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 5, 2021
Return Version
2020v4.1
Gross Receipts
$36,096
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$30,040
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dana OliverPresident-$0--
Katie BergVice President-$0--
James O'LearyTreasurer-$0--
Lauren DerseAsst. Secretary-$0--
Amy ParoSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Harvard PTO Inc
EIN
26-0434460
Phone
9784560108
Address
PO Box 488, Harvard, MA 01451

Signing Officer

Name
James O'Leary
Title
Treasurer
Phone
9784560108
Signed
2021-11-05

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 10.”

Form 990EZ, Part I, Line 16

“General and administrative expenses. 1673.”

Form 990EZ, Part I, Line 16

“Educational Scholarships, Awards & Prizes”

Form 990EZ, Part I, Line 16

“Contributions 5000.”

Form 990EZ, Part I, Line 16

“School Events 6225.”

Form 990EZ, Part I, Line 16

“PTO Store 1963.”

Form 990EZ, Part I, Line 16

“Subscriptions 359.”

Form 990EZ, Part I, Line 16

“Curriculum Enrichment Expenses 14196.”

Form 990EZ, Part I, Line 16

“Bank Fees 24.”

Form 990EZ, Part I, Line 16

“Filing Fees 50.”

Form 990EZ, Part I, Line 20

“Prior year (fye 6/30/20) ending bank balance was understated 4966.”

Raw XML Appendix186 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/PersonNm0James O'Leary
IRS990EZ/BooksInCareOfDetail/PhoneNum09784560108
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Harvard
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001451
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt038500
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt048749
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IRS990EZ/ContributionsGiftsGrantsEtcAmt06536
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05283
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0550
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt038500
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IRS990EZ/FundraisingGrossIncomeAmt07044
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt036096
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt022506
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt038500
IRS990EZ/NetAssetsOrFundBalancesEOYAmt048749
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt048749
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Dana Oliver
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Katie Berg
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2James O'Leary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Lauren Derse
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Amy Paro
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Asst. Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt04966
IRS990EZ/OtherExpensesTotalAmt029490
IRS990EZ/OtherRevenueTotalAmt010
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Public education support and enhancement
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/ProgramServiceExpensesAmt030040
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0773
IRS990EZ/SpecialEventsNetIncomeLossAmt06271
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt030040
IRS990EZ/TotalProgramServiceExpensesAmt030040
IRS990EZ/TotalRevenueAmt035323
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.harvardpto.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt036088
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt019770
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt019948
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt025644
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt048230
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0149680
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt010
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt037
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt098
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt056
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt038
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0239
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99840
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.99820
IRS990ScheduleA/PublicSupportTotal170Amt0149680
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt036088
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt019770
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt019948
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt025644
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt048230
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0149680
IRS990ScheduleA/TotalSupportAmt0149919
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Interest Income 10.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1General and administrative expenses. 1673.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Educational Scholarships, Awards & Prizes
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Contributions 5000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4School Events 6225.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PTO Store 1963.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Subscriptions 359.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Curriculum Enrichment Expenses 14196.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Bank Fees 24.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Filing Fees 50.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Prior year (fye 6/30/20) ending bank balance was understated 4966.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 20
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0James O'Leary
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09784560108
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Harvard PTO Inc
ReturnHeader/Filer/BusinessNameControlTxt0HARV
ReturnHeader/Filer/EIN0260434460
ReturnHeader/Filer/PhoneNum09784560108
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 488
ReturnHeader/Filer/USAddress/CityNm0Harvard
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001451
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/PreparationDt02021-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joseph E Caouette CPA
ReturnHeader/ReturnTs02021-11-10T06:48:25-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0James
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0OLeary
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$48,749
Liabilities
-
Net assets
$48,749
Revenue
$35,323
Expenses
$30,040
Net income
$5,283
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