Civic Intelligence

Frances Drake School Ptoinc

990EZ • Fiscal year 2023 • EIN 26-0893035

Sep 01, 2022 to Aug 31, 2023 • Filed on Nov 08, 2023

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

84th percentile

0.19x

Higher debt load relative to assets than 84% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

92nd percentile

0.45x

Higher debt load relative to revenue than 92% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

71st percentile

17%

Higher net margin than 71% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

68th percentile

14%

Faster asset growth than 68% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

87th percentile

77%

Faster revenue growth than 87% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets84th percentile

Assets

Up

$83,705

Up $10,190 (+14%) from 2022

Net Assets

Up

$67,557

Up $6,134 (+10.0%) from 2022

Liabilities

Up

$16,148

Up $4,056 (+34%) from 2022

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin71st percentile

Revenue

Up

$35,837

Up $15,544 (+77%) from 2022

Expenses

Up

$29,703

Up $14,796 (+99%) from 2022

Net Income

Up

$6,134

Up $748 (+14%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth68th 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

2023

Assets$83,705
Liabilities$16,148
Net Assets$67,557
Open 2023 Filing

Operations Trend

Revenue Growth87th 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

2023

Revenue$35,837
Expenses$29,703
Net Income$6,134
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2022 to Aug 31, 2023
Signed
Nov 8, 2023
Return Version
2022v5.0
Gross Receipts
$39,106
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.-$24,823
TO PROVIDE FINANCIAL SUPPORT FOR ENRICHMENT PROGRAMS, EDUCATIONAL AND/OR SOCIAL PROGRAMS FOR THE CHILDREN.-$4,516
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMANDA DELANEYPresident-$0--
AIMEE VERAVice Preside-$0--
CLAIRE LONDOVice Preside-$0--
CATHERINE MCBRIDETreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Glow Run Fundra$16,762$16,762-$16,762
Total Events$16,762$16,762-$16,762
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
Amanda Delaney
Title
President
Phone
9785148914
Signed
2023-11-08
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 school playground renovat 11,145 field trip costs 3,604 principal directed expens 3,241 5th grade celebration 2,035 teacher appreciation 1,406 teacher expenses 1,198 pto expenses 1,158 yearbook expenses 1,059 culteral enrichment 900 books & beyond 554 mcas snacks 146 student enrichment 112 ice cream socials 100 mass fee/ann. Report 54 bank fees 10 total 26,722”

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 12,092 16,148”

Raw XML Appendix153 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/PhoneNum05086124231
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LEOMINSTER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
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IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt073515
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt061423
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0AMANDA DELANEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1AIMEE VERA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CLAIRE LONDO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CATHERINE MCBRIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt026722
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/ProgramServiceExpensesAmt024823
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14516
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt03269
IRS990EZ/SpecialEventsNetIncomeLossAmt035827
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt012092
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt029703
IRS990EZ/TotalProgramServiceExpensesAmt029339
IRS990EZ/TotalRevenueAmt035837
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt010
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0542
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01909
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0540
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03001
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt039096
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt042418
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0885
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0157919
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt041599
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt036370
IRS990ScheduleA/Total509Grp/TotalAmt0160920
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt041599
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt036370
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0160920
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GLOW RUN FUNDRA
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt016762
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt016762
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt016762
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt016762
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt016762
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES SCHOOL PLAYGROUND RENOVAT 11,145 FIELD TRIP COSTS 3,604 PRINCIPAL DIRECTED EXPENS 3,241 5TH GRADE CELEBRATION 2,035 TEACHER APPRECIATION 1,406 TEACHER EXPENSES 1,198 PTO EXPENSES 1,158 YEARBOOK EXPENSES 1,059 CULTERAL ENRICHMENT 900 BOOKS & BEYOND 554 MCAS SNACKS 146 STUDENT ENRICHMENT 112 ICE CREAM SOCIALS 100 MASS FEE/ANN. REPORT 54 BANK FEES 10 TOTAL 26,722
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14,930 4,930 LESS ACCUMULATED DEPRECIATION 4,930 4,930 TOTAL 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2HOLDING ACCT - FUTURE EVENTS 12,092 16,148
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/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AMANDA DELANEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09785148914
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-08
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/IRSResponsiblePrtyInfoCurrInd0false
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/PreparationDt02023-11-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID SONTAG CPA
ReturnHeader/ReturnTs02023-11-16T15:35:40-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0AMANDA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DELANEY
ReturnHeader/TaxPeriodBeginDt02022-09-01
ReturnHeader/TaxPeriodEndDt02023-08-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$83,705
Liabilities
$16,148
Net assets
$67,557
Revenue
$35,837
Expenses
$29,703
Net income
$6,134
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