Civic Intelligence

Frances Drake School Ptoinc

990EZ • Fiscal year 2015 • EIN 26-0893035

Sep 01, 2014 to Aug 31, 2015 • Filed on Jan 20, 2016

Organization ProfileN/A
95 Viscoloid AvenueLeominster, MA 01453

(978) 534-7751

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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

79th percentile

23%

Higher net margin than 79% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

67th percentile

14%

Faster asset growth than 67% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

26th percentile

-17%

Faster revenue growth than 26% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$36,629

Up $4,552 (+14%) from 2014

Net Assets

Up

$36,629

Up $4,552 (+14%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin79th percentile

Revenue

Down

$19,919

Down $4,161 (-17%) from 2014

Expenses

Down

$15,367

Down $8,153 (-35%) from 2014

Net Income

Up

$4,552

Up $3,992 (+713%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth67th 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

2015

Assets$36,629
Liabilities-
Net Assets$36,629
Open 2015 Filing

Operations Trend

Revenue Growth26th 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

2015

Revenue$19,919
Expenses$15,367
Net Income$4,552
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2014 to Aug 31, 2015
Signed
Jan 20, 2016
Return Version
2014v6.0
Gross Receipts
$63,520
Mission and Program Overview

Mission

Financial support for student programs.

Program Services

DescriptionGrantsExpenses
TO PROVIDE FINANCIAL SUPPORT FOR ENRICHMENT PROGRAMS, EDUCATIONAL AND/OR SOCIAL PROGRAMS FOR THE CHILDREN.-$7,162
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.-$5,363
TO ENCOURAGE A CLOSER RELATIONSHIP BETWEEN HOME AND SCHOOL AS WELL AS SUPPORT ADEQUATE LAWS FOR THE CARE AND PROTECTION OF CHILDREN AND YOUTH.-$1,585
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WENDY ANDERSONPresident-$0--
YARITZA BELTRANVice Preside-$0--
MARY CAFARELLAHistorian-$0--
KRISTEN LADNERRecording Se-$0--
HETAL PATELAsst. Treasu-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Cristoline Fund$10,797$10,797$6,065$4,732
Total Events$10,797$10,797$6,065$4,732
Filing and Contact Details

Filer

Filer Name
Southeast Elementary School Ptoinc
EIN
26-0893035
Phone
9785347751
Address
95 VISCOLOID AVENUE, LEOMINSTER, MA 01453

Signing Officer

Name
Wendy Anderson
Title
President
Phone
9785347751
Signed
2016-01-20
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 & cultural en 4,638 music expenses 2,524 books & beyond 1,525 5th grade celebration 946 teacher appreciation 717 art expenses 195 mcas snacks 170 community outreach 60 3rd grade expenses 20 total 10,795”

Form 990-ez, Part II, Line 24

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

Raw XML Appendix155 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0HETAL PATEL
IRS990EZ/BooksInCareOfDetail/PhoneNum09785347751
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt095 VISCOLOID AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LEOMINSTER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001453
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt032077
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt036629
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt060
IRS990EZ/CostOfGoodsSoldAmt023341
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04552
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04468
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt032077
IRS990EZ/Form990TotalAssetsGrp/EOYAmt036629
IRS990EZ/FundraisingGrossIncomeAmt031071
IRS990EZ/GrossProfitLossSlsOfInvntryAmt09048
IRS990EZ/GrossReceiptsAmt063520
IRS990EZ/GrossSalesOfInventoryAmt032389
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt032077
IRS990EZ/NetAssetsOrFundBalancesEOYAmt036629
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt032077
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt036629
IRS990EZ/OccupancyRentUtltsAndMaintAmt0104
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
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/PersonNm0WENDY ANDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1YARITZA BELTRAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARY CAFARELLA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KRISTEN LADNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4HETAL PATEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2HISTORIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3RECORDING SE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4ASST. TREASU
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt010795
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/ProgramServiceExpensesAmt05363
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt17162
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21585
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt020260
IRS990EZ/SpecialEventsNetIncomeLossAmt010811
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt015367
IRS990EZ/TotalProgramServiceExpensesAmt014110
IRS990EZ/TotalRevenueAmt019919
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt060
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt060
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt063460
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt035590
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt064532
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt050614
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt041525
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0255721
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0255781
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt063520
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt035590
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt064532
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt050614
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt041525
IRS990ScheduleA/Total509Grp/TotalAmt0255781
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt063520
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt035590
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt064532
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt050614
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt041525
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0255781
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt06065
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CRISTOLINE FUND
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt010797
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt010797
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt010797
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt010797
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt04732
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt06065
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06065
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES FIELD TRIPS & CULTURAL EN 4,638 MUSIC EXPENSES 2,524 BOOKS & BEYOND 1,525 5TH GRADE CELEBRATION 946 TEACHER APPRECIATION 717 ART EXPENSES 195 MCAS SNACKS 170 COMMUNITY OUTREACH 60 3RD GRADE EXPENSES 20 TOTAL 10,795
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14,930 4,930 LESS ACCUMULATED DEPRECIATION 4,930 4,930 TOTAL 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WENDY ANDERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09785347751
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-01-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTHEAST ELEMENTARY SCHOOL PTOINC
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0260893035
ReturnHeader/Filer/PhoneNum09785347751
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/PreparationDt02016-02-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID SONTAG CPA
ReturnHeader/ReturnTs02016-02-03T14:41:42-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-09-01
ReturnHeader/TaxPeriodEndDt02015-08-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$36,629
Liabilities
-
Net assets
$36,629
Revenue
$19,919
Expenses
$15,367
Net income
$4,552
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