Civic Intelligence

Cherry Brook Primary School Parent Teacher Organization Inc.

990EZ • Fiscal year 2017 • EIN 27-0397408

Aug 01, 2016 to Jul 31, 2017 • Filed on Jun 11, 2018

Organization Profilewww.cbps-pto.org
4 Barbourtown RoadCollinsville, CT 06019

(860) 693-7721

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

82nd percentile

27%

Higher net margin than 82% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

86th percentile

61%

Faster asset growth than 86% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

27th percentile

-16%

Faster revenue growth than 27% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$28,263

Up $10,707 (+61%) from 2016

Net Assets

Up

$28,263

Up $10,707 (+61%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin82nd percentile

Revenue

Down

$39,065

Down $7,272 (-16%) from 2016

Expenses

Down

$28,358

Down $7,436 (-21%) from 2016

Net Income

Up

$10,707

Up $164 (+1.6%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

$40K$30K$20K$10K$0Assets 2015: $7,013Net Assets 2015: $7,0132015Assets 2016: $17,556Net Assets 2016: $17,5562016Assets 2017: $28,263Net Assets 2017: $28,2632017Assets 2018: $21,499Net Assets 2018: $21,4992018Assets 2019: $31,595Net Assets 2019: $31,5952019Assets 2020: $29,575Net Assets 2020: $29,5752020Assets 2021: $29,298Net Assets 2021: $29,2982021Assets 2022: $25,864Net Assets 2022: $25,8642022Assets 2023: $27,783Net Assets 2023: $27,7832023Assets 2024: $27,441Net Assets 2024: $27,4412024

Highlighted filing

2017

Assets$28,263
Liabilities-
Net Assets$28,263
Open 2017 Filing

Operations Trend

Revenue Growth27th percentile

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

$100K$50K$0-$50KRevenue 2015: $54,936Expenses 2015: $70,088Net Income 2015: -$15,1522015Revenue 2016: $46,337Expenses 2016: $35,794Net Income 2016: $10,5432016Revenue 2017: $39,065Expenses 2017: $28,358Net Income 2017: $10,7072017Revenue 2018: $25,303Expenses 2018: $32,067Net Income 2018: -$6,7642018Revenue 2019: $35,462Expenses 2019: $25,366Net Income 2019: $10,0962019Revenue 2020: $13,684Expenses 2020: $15,704Net Income 2020: -$2,0202020Revenue 2021: $6,138Expenses 2021: $6,415Net Income 2021: -$2772021Revenue 2022: $5,354Expenses 2022: $8,788Net Income 2022: -$3,4342022Revenue 2023: $19,778Expenses 2023: $17,859Net Income 2023: $1,9192023Revenue 2024: $22,178Expenses 2024: $22,520Net Income 2024: -$3422024

Highlighted filing

2017

Revenue$39,065
Expenses$28,358
Net Income$10,707
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2016 to Jul 31, 2017
Signed
Jun 11, 2018
Return Version
2016v3.0
Gross Receipts
$56,633
Mission and Program Overview

Mission

To promote the welfare of children in home, school and the community through bringing the home and school together which will enhance the education of the children.

Program Services

DescriptionGrantsExpenses
To enhance school activities and programs along with providing educational support which brings the home and school together.$28,108-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Katie LuccaPresident-$0--
Christine NapierskiVice President-$0--
Kim AhlgrenSecretary-$0--
Julie ForteSecretary-$0--
Devon PavurTreasurer-$0--
Tara RobbinsTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Other Events$27,313$12,806$12,806$0
Winterfest$14,712$339$339$0
Total Events$53,273$17,568$17,568-
Filing and Contact Details

Filer

Filer Name
Cherry Brook Primary School Parent
EIN
27-0397408
Phone
8606937721
Address
4 Barbourtown Road, Collinsville, CT 06019

Signing Officer

Name
Kerry Platt
Title
Treasurer
Signed
2018-06-11
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $1759”

Other Expenses.1012

“Insurance $490”

Other Expenses.1

“School Events $13789”

Other Expenses.2

“PTO Appreciation $6252”

Other Expenses.3

“Transportation for Students $4000”

Other Expenses.4

“Software $690”

Other Expenses.5

“School Spirit Wear $628”

Other Expenses.6

“Scholarships $500”

Raw XML Appendix193 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/USAddress/CityNm0Collinsville
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Katie Lucca
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Christine Napierski
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Kim Ahlgren
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Julie Forte
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Devon Pavur
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Tara Robbins
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt028108
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To promote the welfare of children in home, school and the community through bringing the home and school together which will enhance the education of the children.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To enhance school activities and programs along with providing educational support which brings the home and school together.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt028108
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt017568
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt028358
IRS990EZ/TotalProgramServiceExpensesAmt028108
IRS990EZ/TotalRevenueAmt039065
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.cbps-pto.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02508
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt045736
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt052985
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt048862
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt04122
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0154213
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt08
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt015
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt08
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt041
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt036549
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt017840
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt018094
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt076877
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt034499
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0183859
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt08
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt015
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt08
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt041
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt0338072
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0125739
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt038621
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt039065
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt063581
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt071084
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0125754
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt038629
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0338113
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt035705
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt014507
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt014373
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt06825
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt017568
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Other Events
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Winterfest
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt027313
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt014712
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt011248
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt053273
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt012806
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt0339
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt04423
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt017568
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt04423
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt012806
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0339
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $1759
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $490
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2School Events $13789
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PTO Appreciation $6252
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Transportation for Students $4000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Software $690
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6School Spirit Wear $628
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Scholarships $500
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Kerry Platt
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-06-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Cherry Brook Primary School Parent
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Teacher Organization Inc
ReturnHeader/Filer/BusinessNameControlTxt0CHER
ReturnHeader/Filer/EIN0270397408
ReturnHeader/Filer/PhoneNum08606937721
ReturnHeader/Filer/USAddress/AddressLine1Txt04 Barbourtown Road
ReturnHeader/Filer/USAddress/CityNm0Collinsville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006019
ReturnHeader/ReturnTs02018-06-11T05:36:28-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-08-01
ReturnHeader/TaxPeriodEndDt02017-07-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,263
Liabilities
-
Net assets
$28,263
Revenue
$39,065
Expenses
$28,358
Net income
$10,707
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$27.4$27.4$22.2$22.5$0.34
2023Detailed filing. Detailed filing data is available for this year.$27.8$27.8$19.8$17.9$1.92
2022Detailed filing. Detailed filing data is available for this year.$25.9$25.9$5.35$8.79$3.43
2021Detailed filing. Detailed filing data is available for this year.$29.3$29.3$6.14$6.42$0.28
2020Detailed filing. Detailed filing data is available for this year.$29.6$29.6$13.7$15.7$2.02
2019Detailed filing. Detailed filing data is available for this year.$31.6$31.6$35.5$25.4$10.1
2018Detailed filing. Detailed filing data is available for this year.$21.5$21.5$25.3$32.1$6.76
2017Detailed filing. Detailed filing data is available for this year.$28.3$28.3$39.1$28.4$10.7
2016Detailed filing. Detailed filing data is available for this year.$17.6$17.6$46.3$35.8$10.5
2015Detailed filing. Detailed filing data is available for this year.$7.01$7.01$54.9$70.1$15.2