Civic Intelligence

Cherry Brook Primary School Parent Teacher Organization Inc.

990EZ • Fiscal year 2019 • EIN 27-0397408

Aug 01, 2018 to Jul 31, 2019 • Filed on Aug 21, 2019

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

82nd percentile

28%

Higher net margin than 82% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

83rd percentile

47%

Faster asset growth than 83% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

83rd percentile

40%

Faster revenue growth than 83% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$31,595

Up $10,096 (+47%) from 2018

Net Assets

Up

$31,595

Up $10,096 (+47%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin82nd percentile

Revenue

Up

$35,462

Up $10,159 (+40%) from 2018

Expenses

Down

$25,366

Down $6,701 (-21%) from 2018

Net Income

Up

$10,096

Up $16,860 (+249%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth83rd 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

2019

Assets$31,595
Liabilities-
Net Assets$31,595
Open 2019 Filing

Operations Trend

Revenue Growth83rd 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

2019

Revenue$35,462
Expenses$25,366
Net Income$10,096
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2018 to Jul 31, 2019
Signed
Aug 21, 2019
Return Version
2018v3.1
Gross Receipts
$54,589
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.$23,598-
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Katie LuccaPresident-$0--
Ashley MitchellPresident-$0--
Katie GreenlawVice President-$0--
Kerry PlattTreasurer-$0--
Barbara DavisVice President-$0--
Gretchen WashingtonSecretary-$0--
Sarah ChurchillSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Other Events$32,954$13,661$13,661$0
Children's Fair$12,007$5,466$5,466$0
Total Events$44,961$19,127$19,127-
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
2019-08-21
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $414”

Other Expenses.1012

“Insurance $490”

Other Expenses.1

“School Events $11765”

Other Expenses.2

“Transportation for Students $8000”

Other Expenses.3

“PTO Appreciation $2919”

Other Expenses.4

“Software $750”

Other Expenses.5

“Scholarships $500”

Raw XML Appendix192 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/PersonNm0Cherry Brook PTO
IRS990EZ/BooksInCareOfDetail/PhoneNum08606937721
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04 Barbourtown Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Collinsville
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd006019
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt021499
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt031595
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt035449
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt010096
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0399
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt021499
IRS990EZ/Form990TotalAssetsGrp/EOYAmt031595
IRS990EZ/FundraisingGrossIncomeAmt019127
IRS990EZ/GrossReceiptsAmt054589
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt013
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt021499
IRS990EZ/NetAssetsOrFundBalancesEOYAmt031595
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt021499
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt031595
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Katie Lucca
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Ashley Mitchell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Katie Greenlaw
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Kerry Platt
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Barbara Davis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Gretchen Washington
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Sarah Churchill
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt024838
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/PrintingPublicationsPostageAmt0129
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To enhance school activities and programs along with providing educational support which brings the home and school together.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt023598
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt019127
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt025366
IRS990EZ/TotalProgramServiceExpensesAmt023598
IRS990EZ/TotalRevenueAmt035462
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.cbps-pto.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt09615
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02188
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02508
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt045736
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt052985
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0113032
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt013
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt012
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt08
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt043
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt025834
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt023102
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt036549
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt017840
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt018094
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0121419
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt013
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt012
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt08
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt043
IRS990ScheduleA/InvestmentIncomeCYPct00.00020
IRS990ScheduleA/InvestmentIncomePYPct00.00010
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99980
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt0234451
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt035449
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt025290
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt039057
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt063576
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt071079
IRS990ScheduleA/Total509Grp/TotalAmt0234451
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt035462
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt025302
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt039065
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt063581
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt071084
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0234494
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt025834
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt019293
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt06541
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt019127
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Other Events
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Children's Fair
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt032954
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt012007
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt044961
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt013661
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt05466
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt019127
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt019127
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt013661
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt05466
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $414
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $490
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2School Events $11765
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Transportation for Students $8000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PTO Appreciation $2919
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Software $750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Scholarships $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
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Kerry Platt
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-21
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/ReturnTs02019-08-21T16:26:59-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-08-01
ReturnHeader/TaxPeriodEndDt02019-07-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$31,595
Liabilities
-
Net assets
$31,595
Revenue
$35,462
Expenses
$25,366
Net income
$10,096
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