Civic Intelligence

Frances Drake School Ptoinc

990EZ • Fiscal year 2024 • EIN 26-0893035

Sep 01, 2023 to Aug 31, 2024 • Filed on Sep 16, 2024

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

83rd percentile

0.18x

Higher debt load relative to assets than 83% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

94th percentile

0.75x

Higher debt load relative to revenue than 94% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

76th percentile

22%

Higher net margin than 76% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

56th percentile

4.8%

Faster asset growth than 56% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

14th percentile

-42%

Faster revenue growth than 14% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Up

$87,752

Up $4,047 (+4.8%) from 2023

Net Assets

Up

$72,133

Up $4,576 (+6.8%) from 2023

Liabilities

Down

$15,619

Down $529 (-3.3%) from 2023

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin76th percentile

Revenue

Down

$20,886

Down $14,951 (-42%) from 2023

Expenses

Down

$16,312

Down $13,391 (-45%) from 2023

Net Income

Down

$4,574

Down $1,560 (-25%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth56th 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

2024

Assets$87,752
Liabilities$15,619
Net Assets$72,133
Open 2024 Filing

Operations Trend

Revenue Growth14th 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

2024

Revenue$20,886
Expenses$16,312
Net Income$4,574
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Sep 16, 2024
Return Version
2023v5.0
Gross Receipts
$27,279
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.-$9,421
TO PROVIDE FINANCIAL SUPPORT FOR ENRICHMENT PROGRAMS, EDUCATIONAL AND/OR SOCIAL PROGRAMS FOR THE CHILDREN.-$6,537
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MELISSA CLONANCo President-$0--
CLAIRE LONDOCo President-$0--
AIMEE VERAVice Preside-$0--
JESSICA WATSONSecretary-$0--
LINDSAY MEEHANTreasurer-$0--
AMANDA DELANEYAssist. Trea-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Glow Run Fundra$14,767$14,767$744$14,023
Total Events$14,767$14,767$744$14,023
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
Lindsay Meehan
Title
Treasurer
Phone
9785148914
Signed
2024-09-16
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses field trip costs 5,729 principal directed expens 2,418 teacher appreciation 1,435 5th grade celebration 1,433 yearbook expenses 992 pto expenses 922 culteral enrichment 900 teacher expenses 780 books & beyond 413 student enrichment 147 mcas snacks 132 spirit wear expenses 116 mass fee/ann. Report 54 total 15,471”

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 16,148 15,619”

Raw XML Appendix162 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
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0C/O 95 VISCOLOID AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LEOMINSTER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001453
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt083707
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IRS990EZ/ContributionsGiftsGrantsEtcAmt040
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IRS990EZ/ExcessOrDeficitForYearAmt04574
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0450
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt067559
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt067559
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt072133
IRS990EZ/OccupancyRentUtltsAndMaintAmt0391
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MELISSA CLONAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CLAIRE LONDO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2AIMEE VERA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JESSICA WATSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LINDSAY MEEHAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5AMANDA DELANEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5ASSIST. TREA
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt015471
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/ProgramServiceExpensesAmt09421
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt16537
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt06393
IRS990EZ/SpecialEventsNetIncomeLossAmt020846
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt016148
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt015619
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt016312
IRS990EZ/TotalProgramServiceExpensesAmt015958
IRS990EZ/TotalRevenueAmt020886
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt040
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt010
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0542
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01909
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02501
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt027239
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt039096
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt042418
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0885
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt039690
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0149328
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0151829
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt027279
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt039106
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt042960
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0885
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt041599
IRS990ScheduleA/Total509Grp/TotalAmt0151829
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt027279
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt039106
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt042960
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0885
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt041599
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0151829
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0744
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GLOW RUN FUNDRA
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt014767
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt014767
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt014767
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt014767
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt014023
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0744
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0744
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES FIELD TRIP COSTS 5,729 PRINCIPAL DIRECTED EXPENS 2,418 TEACHER APPRECIATION 1,435 5TH GRADE CELEBRATION 1,433 YEARBOOK EXPENSES 992 PTO EXPENSES 922 CULTERAL ENRICHMENT 900 TEACHER EXPENSES 780 BOOKS & BEYOND 413 STUDENT ENRICHMENT 147 MCAS SNACKS 132 SPIRIT WEAR EXPENSES 116 MASS FEE/ANN. REPORT 54 TOTAL 15,471
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14,930 4,930 LESS ACCUMULATED DEPRECIATION 4,930 4,930 TOTAL 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2HOLDING ACCT - FUTURE EVENTS 16,148 15,619
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/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LINDSAY MEEHAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09785148914
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-16
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/ZIPCd001453
ReturnHeader/PreparerPersonGrp/PhoneNum09785378322
ReturnHeader/PreparerPersonGrp/PreparationDt02024-09-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID SONTAG CPA
ReturnHeader/ReturnTs02024-09-25T11:41:59-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-09-01
ReturnHeader/TaxPeriodEndDt02024-08-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$87,752
Liabilities
$15,619
Net assets
$72,133
Revenue
$20,886
Expenses
$16,312
Net income
$4,574
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