Civic Intelligence

Cherry Brook Primary School Parent Teacher Organization Inc.

990EZ • Fiscal year 2018 • EIN 27-0397408

Aug 01, 2017 to Jul 31, 2018 • Filed on Sep 06, 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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

13th percentile

-27%

Higher net margin than 13% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

18th percentile

-24%

Faster asset growth than 18% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

15th percentile

-35%

Faster revenue growth than 15% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$21,499

Down $6,764 (-24%) from 2017

Net Assets

Down

$21,499

Down $6,764 (-24%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin13th percentile

Revenue

Down

$25,303

Down $13,762 (-35%) from 2017

Expenses

Up

$32,067

Up $3,709 (+13%) from 2017

Net Income

Down

-$6,764

Down $17,471 (-163%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth18th 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

2018

Assets$21,499
Liabilities-
Net Assets$21,499
Open 2018 Filing

Operations Trend

Revenue Growth15th 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

2018

Revenue$25,303
Expenses$32,067
Net Income-$6,764
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2017 to Jul 31, 2018
Signed
Sep 6, 2018
Return Version
2017v2.2
Gross Receipts
$49,757
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.$30,102-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Katie LuccaPresident-$0--
Christine NapierskiVice President-$0--
Ashley MitchellVice President-$0--
Katie GreenlawSecretary-$0--
Kerry PlattTreasurer-$0--
Barbara DavisTreasurer-$0--
Lauren NelsonSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Other Events$34,837$18,455$18,455$0
Children's Fair$12,720$5,999$5,999$0
Total Events$47,557$24,454$24,454-
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
2018-09-06
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $1189”

Other Expenses.1012

“Insurance $490”

Other Expenses.1

“School Events $16971”

Other Expenses.2

“Transportation for Students $8000”

Other Expenses.3

“PTO Appreciation $3243”

Other Expenses.4

“Scholarships $700”

Other Expenses.5

“Software $690”

Raw XML Appendix191 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
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd006019
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt028263
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Katie Lucca
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Christine Napierski
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Ashley Mitchell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Katie Greenlaw
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Kerry Platt
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Barbara Davis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Lauren Nelson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt031283
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/GrantsAndAllocationsAmt030102
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt024454
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt032067
IRS990EZ/TotalProgramServiceExpensesAmt030102
IRS990EZ/TotalRevenueAmt025303
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.cbps-pto.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02188
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02508
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt045736
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt052985
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt048862
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0152279
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt012
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt08
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt015
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt045
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt023102
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt036549
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt017840
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt018094
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt076877
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0172462
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt012
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt08
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt015
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt045
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/InvestmentIncomePYPct00.00010
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt0324741
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt025290
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt039057
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt063576
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt071079
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0125739
IRS990ScheduleA/Total509Grp/TotalAmt0324741
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt025302
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt039065
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt063581
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt071084
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0125754
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0324786
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt023103
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt016382
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt06721
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt024454
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Other Events
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Children's Fair
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt034837
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt012720
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt047557
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt018455
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt05999
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt024454
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt024454
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt018455
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt05999
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $1189
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $490
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2School Events $16971
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Transportation for Students $8000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PTO Appreciation $3243
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Scholarships $700
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Software $690
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
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Kerry Platt
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-06
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/ReturnTs02018-09-06T13:34:26-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-08-01
ReturnHeader/TaxPeriodEndDt02018-07-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,499
Liabilities
-
Net assets
$21,499
Revenue
$25,303
Expenses
$32,067
Net income
-$6,764
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