Civic Intelligence

Frances Drake School Ptoinc

990EZ • Fiscal year 2021 • EIN 26-0893035

Sep 01, 2020 to Aug 31, 2021 • Filed on Dec 07, 2021

Organization ProfileN/A
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

79th percentile

0.12x

Higher debt load relative to assets than 79% of similar nonprofits.

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

Liabilities / Revenue

99th percentile

9.02x

Higher debt load relative to revenue than 99% of similar nonprofits.

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

Net Margin

3rd percentile

-474%

Higher net margin than 3% 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

31st percentile

-5.6%

Faster asset growth than 31% of similar nonprofits.

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

Revenue Growth

3rd percentile

-98%

Faster revenue growth than 3% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets79th percentile

Assets

Down

$63,340

Down $3,748 (-5.6%) from 2020

Net Assets

Down

$56,036

Down $3,839 (-6.4%) from 2020

Liabilities

Up

$7,304

Up $91 (+1.3%) from 2020

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin3rd percentile

Revenue

Down

$810

Down $33,342 (-98%) from 2020

Expenses

Down

$4,649

Down $8,724 (-65%) from 2020

Net Income

Down

-$3,839

Down $24,618 (-118%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

2021

Assets$63,340
Liabilities$7,304
Net Assets$56,036
Open 2021 Filing

Operations Trend

Revenue Growth3rd percentile

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

2021

Revenue$810
Expenses$4,649
Net Income-$3,839
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2020 to Aug 31, 2021
Signed
Dec 7, 2021
Return Version
2020v4.0
Gross Receipts
$885
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.-$4,045
TO PROVIDE FINANCIAL SUPPORT FOR ENRICHMENT PROGRAMS, EDUCATIONAL AND/OR SOCIAL PROGRAMS FOR THE CHILDREN.-$150
TO ENCOURAGE A CLOSER RELATIONSHIP BETWEEN HOME AND SCHOOL AS WELL AS SUPPORT ADEQUATE LAWS FOR THE CARE AND PROTECTION OF CHILDREN AND YOUTH.--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOCELYN BIGELOWPresident-$0--
AMANDA DELANEYVice-Preside-$0--
CATHERINE MCBRIDETreasurer-$0--
AIMEE VERASecretary-$0--
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
Jocelyn Bigelow
Title
President
Phone
9785148914
Signed
2021-12-07
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 5th grade celebration 1,634 principal directed expens 1,245 teacher appreciation 979 student enrichment 150 teacher expenses 150 mass fee/ann. Report 54 classroom supplies 37 pto expenses 18 field trip costs -740 total 3,527”

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 7,213 7,304”

Raw XML Appendix149 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0JOCELYN BIGELOW
CompensationExplanation/CompensationExplanationGrp/PersonNm1AMANDA DELANEY
CompensationExplanation/CompensationExplanationGrp/PersonNm2CATHERINE MCBRIDE
CompensationExplanation/CompensationExplanationGrp/PersonNm3AIMEE VERA
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0CATHERINE MCBRIDE
IRS990EZ/BooksInCareOfDetail/PhoneNum05086124231
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt095 VISCOLOID AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LEOMINSTER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001453
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt067088
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt063340
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3839
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0550
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt067088
IRS990EZ/Form990TotalAssetsGrp/EOYAmt063340
IRS990EZ/FundraisingGrossIncomeAmt0885
IRS990EZ/GrossReceiptsAmt0885
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt059875
IRS990EZ/NetAssetsOrFundBalancesEOYAmt056036
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt059875
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt056036
IRS990EZ/OccupancyRentUtltsAndMaintAmt0572
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOCELYN BIGELOW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1AMANDA DELANEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CATHERINE MCBRIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3AIMEE VERA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE-PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt03527
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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04045
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1150
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt075
IRS990EZ/SpecialEventsNetIncomeLossAmt0810
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt07213
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt07304
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt04649
IRS990EZ/TotalProgramServiceExpensesAmt04195
IRS990EZ/TotalRevenueAmt0810
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01909
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0540
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0139
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02588
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0885
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt039690
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt035830
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt036094
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt047677
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0160176
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0162764
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0885
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt041599
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt036370
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt036233
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt047677
IRS990ScheduleA/Total509Grp/TotalAmt0162764
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0885
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt041599
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt036370
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt036233
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt047677
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0162764
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES 5TH GRADE CELEBRATION 1,634 PRINCIPAL DIRECTED EXPENS 1,245 TEACHER APPRECIATION 979 STUDENT ENRICHMENT 150 TEACHER EXPENSES 150 MASS FEE/ANN. REPORT 54 CLASSROOM SUPPLIES 37 PTO EXPENSES 18 FIELD TRIP COSTS -740 TOTAL 3,527
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14,930 4,930 LESS ACCUMULATED DEPRECIATION 4,930 4,930 TOTAL 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2HOLDING ACCT - FUTURE EVENTS 7,213 7,304
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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOCELYN BIGELOW
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09785148914
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-12-07
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/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/PreparationDt02021-12-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID SONTAG CPA
ReturnHeader/ReturnTs02021-12-16T07:19:05-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOCELYN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BIGELOW
ReturnHeader/TaxPeriodBeginDt02020-09-01
ReturnHeader/TaxPeriodEndDt02021-08-31
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
$63,340
Liabilities
$7,304
Net assets
$56,036
Revenue
$810
Expenses
$4,649
Net income
-$3,839
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