Civic Intelligence

Frances Drake School Ptoinc

990EZ • Fiscal year 2017 • EIN 26-0893035

Sep 01, 2016 to Aug 31, 2017 • Filed on Nov 09, 2017

95 Viscoloid AvenueLeominster, MA 01453

(508) 612-4231

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

89th percentile

0.50x

Higher debt load relative to assets than 89% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

96th percentile

1.03x

Higher debt load relative to revenue than 96% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

74th percentile

18%

Higher net margin than 74% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

65th percentile

12%

Faster asset growth than 65% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2017

Revenue Growth

58th percentile

6.1%

Faster revenue growth than 58% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2017

Assets

Up

$46,176

Up $9,547 (+26%) from 2015

Net Assets

Down

$22,995

Down $13,634 (-37%) from 2015

Liabilities

$23,181

No earlier filing loaded for comparison.

Revenue

Up

$22,440

Up $2,521 (+13%) from 2015

Expenses

Up

$18,478

Up $3,111 (+20%) from 2015

Net Income

Down

$3,962

Down $590 (-13%) from 2015

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2011: $31,826Net Assets 2011: $31,8262011Assets 2012: $32,499Net Assets 2012: $32,4992012Assets 2013: $31,925Net Assets 2013: $31,9252013Assets 2014: $32,077Net Assets 2014: $32,0772014Assets 2015: $36,629Net Assets 2015: $36,6292015Assets 2017: $46,176Liabilities 2017: $23,181Net Assets 2017: $22,9952017Assets 2018: $50,753Liabilities 2018: $18,347Net Assets 2018: $32,4062018Assets 2019: $48,441Liabilities 2019: $9,345Net Assets 2019: $39,0962019Assets 2020: $67,088Liabilities 2020: $7,213Net Assets 2020: $59,8752020Assets 2021: $63,340Liabilities 2021: $7,304Net Assets 2021: $56,0362021Assets 2022: $73,515Liabilities 2022: $12,092Net Assets 2022: $61,4232022Assets 2023: $83,705Liabilities 2023: $16,148Net Assets 2023: $67,5572023Assets 2024: $87,752Liabilities 2024: $15,619Net Assets 2024: $72,1332024Assets 2025: $96,296Net Assets 2025: $96,2962025

Highlighted filing

2017

Assets$46,176
Liabilities$23,181
Net Assets$22,995

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2011: $19,032Expenses 2011: $22,587Net Income 2011: -$3,5552011Revenue 2012: $25,352Expenses 2012: $24,679Net Income 2012: $6732012Revenue 2013: $22,514Expenses 2013: $23,089Net Income 2013: -$5752013Revenue 2014: $24,080Expenses 2014: $23,520Net Income 2014: $5602014Revenue 2015: $19,919Expenses 2015: $15,367Net Income 2015: $4,5522015Revenue 2017: $22,440Expenses 2017: $18,478Net Income 2017: $3,9622017Revenue 2018: $24,801Expenses 2018: $15,390Net Income 2018: $9,4112018Revenue 2019: $21,378Expenses 2019: $14,689Net Income 2019: $6,6892019Revenue 2020: $34,152Expenses 2020: $13,373Net Income 2020: $20,7792020Revenue 2021: $810Expenses 2021: $4,649Net Income 2021: -$3,8392021Revenue 2022: $20,293Expenses 2022: $14,907Net Income 2022: $5,3862022Revenue 2023: $35,837Expenses 2023: $29,703Net Income 2023: $6,1342023Revenue 2024: $20,886Expenses 2024: $16,312Net Income 2024: $4,5742024Revenue 2025: $46,076Expenses 2025: $21,913Net Income 2025: $24,1632025

Highlighted filing

2017

Revenue$22,440
Expenses$18,478
Net Income$3,962
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Nov 9, 2017
Return Version
2016v3.0
Gross Receipts
$47,677
Mission and Program Overview

Mission

Financial support for student programs.

Program Services

DescriptionGrantsExpenses
TO PROMOTE THE WELFARE OF THE CHILDREN AT SOUTHEAST ELEMENTARY SCHOOL THROUGH VOLUNTEERISM, FUNDRAISING, AND ANY OTHER EFFORT THAT HAS AS ITS GOAL THE BETTERMENT OF THE CHILDREN OF THE SCHOOL.-$9,887
TO PROVIDE FINANCIAL SUPPORT FOR ENRICHMENT PROGRAMS, EDUCATIONAL AND/OR SOCIAL PROGRAMS FOR THE CHILDREN.-$5,928
TO ENCOURAGE A CLOSER RELATIONSHIP BETWEEN HOME AND SCHOOL AS WELL AS SUPPORT ADEQUATE LAWS FOR THE CARE AND PROTECTION OF CHILDREN AND YOUTH.-$601
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARIE MIELEPresident-$0--
MARGARET STEPHENSONVice Preside-$0--
AMANDA DELANEYTreasurer-$0--
CATHERIN MCBRIDEAsst. Treasu-$0--
ANGELIC TOFTEROOSecretary-$0--
GLORIA MORALESSecretary-$0--
PAULA ROSEHistorian-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Snowflake Sale$6,247$6,247$4,578$1,669
Yankee Candle F$5,344$5,344$2,892$2,452
Total Events$21,637$21,637$13,978$7,659
Filing and Contact Details

Filer

Filer Name
Frances Drake School Ptoinc
EIN
26-0893035
Phone
5086124231
Address
95 VISCOLOID AVENUE, LEOMINSTER, MA 01453

Signing Officer

Name
Carie Miele
Title
President
Phone
9785148914
Signed
2017-11-09
Discuss with paid preparer
Yes

Preparer

Firm
DAVID SONTAG CPA'S PC
Address
87 MERRIAM AVE, LEOMINSTER, MA 01453-3109
Preparer
David Sontag CPA
Phone
9785378322
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses field trips 5,686 classroom supplies 2,313 cultural enrichment 1,400 teacher appreciation 1,214 5th grade celebration 1,101 student enrichment 594 books & beyond 462 gym expense 301 mcas snacks 166 music expenses 146 community outreach 139 johnny appleseed fesitval 96 total 13,618

Form 990-ez, Part II, Line 24

4,930 4,930 less accumulated depreciation 4,930 4,930 total 0 0

Form 990-ez, Part II, Line 26

Holding acct - future events 9,022 23,181

Raw XML Appendix174 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/USAddress/CityNm0LEOMINSTER
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IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/OccupancyRentUtltsAndMaintAmt0697
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2AMANDA DELANEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CATHERIN MCBRIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ANGELIC TOFTEROO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5GLORIA MORALES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6PAULA ROSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3ASST. TREASU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6HISTORIAN
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt013618
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0FINANCIAL SUPPORT FOR STUDENT PROGRAMS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROMOTE THE WELFARE OF THE CHILDREN AT SOUTHEAST ELEMENTARY SCHOOL THROUGH VOLUNTEERISM, FUNDRAISING, AND ANY OTHER EFFORT THAT HAS AS ITS GOAL THE BETTERMENT OF THE CHILDREN OF THE SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TO PROVIDE FINANCIAL SUPPORT FOR ENRICHMENT PROGRAMS, EDUCATIONAL AND/OR SOCIAL PROGRAMS FOR THE CHILDREN.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2TO ENCOURAGE A CLOSER RELATIONSHIP BETWEEN HOME AND SCHOOL AS WELL AS SUPPORT ADEQUATE LAWS FOR THE CARE AND PROTECTION OF CHILDREN AND YOUTH.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15928
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt2601
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IRS990EZ/SpecialEventsNetIncomeLossAmt019467
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt09022
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt018478
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0276456
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt013978
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SNOWFLAKE SALE
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0YANKEE CANDLE F
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt06247
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt05344
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt010046
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt010046
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt013978
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04578
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02892
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES FIELD TRIPS 5,686 CLASSROOM SUPPLIES 2,313 CULTURAL ENRICHMENT 1,400 TEACHER APPRECIATION 1,214 5TH GRADE CELEBRATION 1,101 STUDENT ENRICHMENT 594 BOOKS & BEYOND 462 GYM EXPENSE 301 MCAS SNACKS 166 MUSIC EXPENSES 146 COMMUNITY OUTREACH 139 JOHNNY APPLESEED FESITVAL 96 TOTAL 13,618
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14,930 4,930 LESS ACCUMULATED DEPRECIATION 4,930 4,930 TOTAL 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2HOLDING ACCT - FUTURE EVENTS 9,022 23,181
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CARIE MIELE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09785148914
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FRANCES DRAKE SCHOOL PTOINC
ReturnHeader/Filer/BusinessNameControlTxt0FRAN
ReturnHeader/Filer/EIN0260893035
ReturnHeader/Filer/PhoneNum05086124231
ReturnHeader/Filer/USAddress/AddressLine1Txt095 VISCOLOID AVENUE
ReturnHeader/Filer/USAddress/CityNm0LEOMINSTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001453
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId079D752A07158C8591D9884A9EAA44EBA051CAB16
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461609746
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAVID SONTAG CPA'S PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt087 MERRIAM AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LEOMINSTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0014533109
ReturnHeader/PreparerPersonGrp/PhoneNum09785378322
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID SONTAG CPA
ReturnHeader/ReturnTs02017-11-29T08:06:11-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-09-01
ReturnHeader/TaxPeriodEndDt02017-08-31
ReturnHeader/TaxYr02016

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.$96.3$96.3$46.1$21.9$24.2
2024Detailed filing. Detailed filing data is available for this year.$87.8$15.6$72.1$20.9$16.3$4.57
2023Detailed filing. Detailed filing data is available for this year.$83.7$16.1$67.6$35.8$29.7$6.13
2022Detailed filing. Detailed filing data is available for this year.$73.5$12.1$61.4$20.3$14.9$5.39
2021Detailed filing. Detailed filing data is available for this year.$63.3$7.30$56.0$0.81$4.65$3.84
2020Detailed filing. Detailed filing data is available for this year.$67.1$7.21$59.9$34.2$13.4$20.8
2019Detailed filing. Detailed filing data is available for this year.$48.4$9.35$39.1$21.4$14.7$6.69
2018Detailed filing. Detailed filing data is available for this year.$50.8$18.3$32.4$24.8$15.4$9.41
2017Detailed filing. Detailed filing data is available for this year.$46.2$23.2$23.0$22.4$18.5$3.96
2015Detailed filing. Detailed filing data is available for this year.$36.6$36.6$19.9$15.4$4.55
2014Detailed filing. Detailed filing data is available for this year.$32.1$32.1$24.1$23.5$0.56
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.9$31.9$22.5$23.1$0.58
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$32.5$32.5$25.4$24.7$0.67
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.8$31.8$19.0$22.6$3.56