Civic Intelligence

Pomperaug Elementary School PTO Inc.

990EZ • Fiscal year 2014 • EIN 26-2417320

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 21, 2014

607 Main Street06488-4704

(203) 264-6805

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

93rd percentile

53%

Higher net margin than 93% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

88th percentile

72%

Faster asset growth than 88% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

87th percentile

58%

Faster revenue growth than 87% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$63,722

Up $26,584 (+72%) from 2013

Net Assets

Up

$63,722

Up $26,584 (+72%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Up

$50,422

Up $18,468 (+58%) from 2013

Expenses

Down

$23,838

Down $26,879 (-53%) from 2013

Net Income

Up

$26,584

Up $45,347 (+242%) from 2013

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2013: $37,138Liabilities 2013: $0Net Assets 2013: $37,1382013Assets 2014: $63,722Liabilities 2014: $0Net Assets 2014: $63,7222014Assets 2015: $104,156Liabilities 2015: $0Net Assets 2015: $104,1562015Assets 2016: $28,408Liabilities 2016: $0Net Assets 2016: $28,4082016Assets 2017: $22,911Liabilities 2017: $0Net Assets 2017: $22,9112017Assets 2018: $30,827Liabilities 2018: $0Net Assets 2018: $30,8272018Assets 2019: $44,935Liabilities 2019: $0Net Assets 2019: $44,9352019Assets 2020: $29,684Liabilities 2020: $0Net Assets 2020: $29,6842020Assets 2021: $34,655Liabilities 2021: $0Net Assets 2021: $34,6552021Assets 2022: $47,277Liabilities 2022: $0Net Assets 2022: $47,2772022Assets 2023: $40,026Liabilities 2023: $0Net Assets 2023: $40,0262023Assets 2024: $47,088Liabilities 2024: $0Net Assets 2024: $47,0882024Assets 2025: $42,899Liabilities 2025: $0Net Assets 2025: $42,8992025

Highlighted filing

2014

Assets$63,722
Liabilities$0
Net Assets$63,722

Operations Trend

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

$150K$100K$50K$0-$50K-$100KRevenue 2013: $31,954Expenses 2013: $50,717Net Income 2013: -$18,7632013Revenue 2014: $50,422Expenses 2014: $23,838Net Income 2014: $26,5842014Revenue 2015: $56,422Expenses 2015: $15,988Net Income 2015: $40,4342015Revenue 2016: $33,387Expenses 2016: $109,135Net Income 2016: -$75,7482016Revenue 2017: $43,992Expenses 2017: $49,489Net Income 2017: -$5,4972017Revenue 2018: $21,995Expenses 2018: $14,079Net Income 2018: $7,9162018Revenue 2019: $36,345Expenses 2019: $22,237Net Income 2019: $14,1082019Revenue 2020: $27,270Expenses 2020: $42,521Net Income 2020: -$15,2512020Revenue 2021: $16,206Expenses 2021: $11,235Net Income 2021: $4,9712021Revenue 2022: $27,127Expenses 2022: $14,505Net Income 2022: $12,6222022Revenue 2023: $7,811Expenses 2023: $15,062Net Income 2023: -$7,2512023Revenue 2024: $20,828Expenses 2024: $13,766Net Income 2024: $7,0622024Revenue 2025: $6,933Expenses 2025: $11,122Net Income 2025: -$4,1892025

Highlighted filing

2014

Revenue$50,422
Expenses$23,838
Net Income$26,584
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 21, 2014
Return Version
2013v3.1
Gross Receipts
$128,207
Mission and Program Overview

Mission

Enhance the education of children

Program Services

DescriptionGrantsExpenses
IMPROVE THE QUALITY AND ENHANCE THE EXPERIENCE OF EDUCATION IN THE LOCAL ELEMENTARY SCHOOLS TOTAL STUDENTS APPROXIMATELY 500-$23,216
PROVIDE DONATIONS TO THE LOCAL ORGANIZATIONS THAT SUPPORT FAMILIES-$622
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CATHY WINTERRep At Large-$0--
BETH ROSENPresidentPT$0--
LAURA LEGGPresident Elect-$0--
LISA SEGALVice President-$0--
JEN NIKOLICHTreasurer-$0--
CHRISTINA DACUNHACorresponding Secretary-$0--
HOLLIE WARDRecording Secretary-$0--
MICHELLE GOUDSMITHAssistant Treasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 2$35,256$35,256$9,437$25,819
Event 1$17,275$17,275$14,744$2,531
Total Events$114,436$114,436$77,785$36,651
Filing and Contact Details

Filer

EIN
26-2417320

Signing Officer

Name
Jen Nikolich
Title
Treasurer
Phone
2032646805
Signed
2014-10-21
Discuss with paid preparer
Yes

Preparer

Preparer
John C Baldelli
Phone
2032664152
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

Description amountmeetings and other 235

List of grants and similar amounts paid Part I line 10

Activity donation grantee southbury fuel bank street town hall city, state, zip southbury, ct 06488relationship none amount 25activity donation grantee perpetual fund region 15 street po box 1258 city, state, zip middlebury, ct 06762relationship none amount 200activity donation grantee s.m.a.r.t. Street 984 old waterbury road city, state, zip southbury, ct 06488relationship none amount 225activity donation grantee phs grad nite street po box 951 city, state, zip southbury, ct 06488relationship none amount 100activity donation grantee treats for troops street various city, state, zip southbury, ct 06488relationship none amount 72

Description of other expenses Part I line 16

Description amountprizes and awards 931bank charges 327club supplies 584meeting expenses 782insurance 570annual report 50school programs and enrichment 9,904school supplies 9,668

Raw XML Appendix207 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CATHY WINTER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LISA SEGAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JEN NIKOLICH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CHRISTINA DACUNHA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0REP AT LARGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5CORRESPONDING SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6RECORDING SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7ASSISTANT TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt022816
IRS990EZ/OtherRevenueTotalAmt0235
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE DONATIONS TO THE LOCAL ORGANIZATIONS THAT SUPPORT FAMILIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt023216
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IRS990EZ/SpecialEventsNetIncomeLossAmt036651
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TanningServicesProvidedInd0false
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0WWW.PESPTO.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt013509
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTMEETINGS AND OTHER 235
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY DONATION GRANTEE SOUTHBURY FUEL BANK STREET TOWN HALL CITY, STATE, ZIP SOUTHBURY, CT 06488RELATIONSHIP NONE AMOUNT 25ACTIVITY DONATION GRANTEE PERPETUAL FUND REGION 15 STREET PO BOX 1258 CITY, STATE, ZIP MIDDLEBURY, CT 06762RELATIONSHIP NONE AMOUNT 200ACTIVITY DONATION GRANTEE S.M.A.R.T. STREET 984 OLD WATERBURY ROAD CITY, STATE, ZIP SOUTHBURY, CT 06488RELATIONSHIP NONE AMOUNT 225ACTIVITY DONATION GRANTEE PHS GRAD NITE STREET PO BOX 951 CITY, STATE, ZIP SOUTHBURY, CT 06488RELATIONSHIP NONE AMOUNT 100ACTIVITY DONATION GRANTEE TREATS FOR TROOPS STREET VARIOUS CITY, STATE, ZIP SOUTHBURY, CT 06488RELATIONSHIP NONE AMOUNT 72
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION AMOUNTPRIZES AND AWARDS 931BANK CHARGES 327CLUB SUPPLIES 584MEETING EXPENSES 782INSURANCE 570ANNUAL REPORT 50SCHOOL PROGRAMS AND ENRICHMENT 9,904SCHOOL SUPPLIES 9,668
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other expenses Part I line 16
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEN NIKOLICH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02032646805
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-21
ReturnHeader/Filer/BusinessName/BusinessNameLine10POMPERAUG ELEMENTARY SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0POMP
ReturnHeader/Filer/EIN0262417320
ReturnHeader/Filer/USAddress/AddressLine10607 MAIN STREET
ReturnHeader/Filer/USAddress/City0SOUTHBURY
ReturnHeader/Filer/USAddress/State0CT
ReturnHeader/Filer/USAddress/ZIPCode0064884704
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461130797
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10BALDELLI & COMPANY CPAS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10PO BOX 1129
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0WOODBURY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode006798
ReturnHeader/PreparerPersonGrp/PhoneNum02032664152
ReturnHeader/PreparerPersonGrp/PreparationDt02014-10-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN C BALDELLI
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-10-21T14:05:11-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

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