Civic Intelligence

Cherry Brook Primary School Parent Teacher Organization Inc.

990EZ • Fiscal year 2023 • EIN 27-0397408

Aug 01, 2022 to Jul 31, 2023 • Filed on Oct 24, 2023

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

61st percentile

9.7%

Higher net margin than 61% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

60th percentile

7.4%

Faster asset growth than 60% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

96th percentile

269%

Faster revenue growth than 96% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$27,783

Up $1,919 (+7.4%) from 2022

Net Assets

Up

$27,783

Up $1,919 (+7.4%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin61st percentile

Revenue

Up

$19,778

Up $14,424 (+269%) from 2022

Expenses

Up

$17,859

Up $9,071 (+103%) from 2022

Net Income

Up

$1,919

Up $5,353 (+156%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth60th 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

2023

Assets$27,783
Liabilities-
Net Assets$27,783
Open 2023 Filing

Operations Trend

Revenue Growth96th 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

2023

Revenue$19,778
Expenses$17,859
Net Income$1,919
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2022 to Jul 31, 2023
Signed
Oct 24, 2023
Return Version
2022v5.0
Gross Receipts
$30,857
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.-$15,994
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jamie NiemannPresident-$0--
Cristin KleinTreasurer-$0--
Mary YardVice President-$0--
Chelsea StarkowskiSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Other Events$29,416$29,416$11,079$18,337
Total Events$29,416$29,416$11,079$18,337
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
Cristin Klein
Title
Treasurer
Signed
2023-10-24
Discuss with paid preparer
Yes

Preparer

Firm
Platt Accounting Services PLLC
Address
220 Albany Tpke Unit 190, Canton, CT 06019
Preparer
Kerry R Platt
Phone
6175154765
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $280”

Other Expenses.1003

“Information Technology $40”

Other Expenses.1012

“Insurance $490”

Other Expenses.1

“School Events $15994”

Other Expenses.2

“PTO Appreciation $347”

Other Expenses.3

“Registered Agent Fees $279”

Raw XML Appendix189 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/BOYAmt025864
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt027783
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01430
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01919
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0300
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt025864
IRS990EZ/Form990TotalAssetsGrp/EOYAmt027783
IRS990EZ/FundraisingGrossIncomeAmt029416
IRS990EZ/GrossReceiptsAmt030857
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt011
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt025864
IRS990EZ/NetAssetsOrFundBalancesEOYAmt027783
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt025864
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt027783
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jamie Niemann
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Cristin Klein
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Mary Yard
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Chelsea Starkowski
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt017430
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/ProgramServiceExpensesAmt015994
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt011079
IRS990EZ/SpecialEventsNetIncomeLossAmt018337
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt017859
IRS990EZ/TotalProgramServiceExpensesAmt015994
IRS990EZ/TotalRevenueAmt019778
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.cbps-pto.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01430
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01840
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02120
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03491
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt09615
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt018496
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt011
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt013
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt016
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt015
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt013
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt068
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt018337
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt03501
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt04002
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt010178
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt025834
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt061852
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt011
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt013
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt016
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt015
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt013
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt068
IRS990ScheduleA/InvestmentIncomeCYPct00.00080
IRS990ScheduleA/InvestmentIncomePYPct00.00080
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99920
IRS990ScheduleA/PublicSupportPY509Pct00.99920
IRS990ScheduleA/PublicSupportTotal509Amt080348
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt019767
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt05341
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt06122
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt013669
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt035449
IRS990ScheduleA/Total509Grp/TotalAmt080348
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt019778
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt05354
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt06138
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt013684
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt035462
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt080416
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt011079
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Other Events
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt029416
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt029416
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt029416
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt029416
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt018337
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt011079
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt011079
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $280
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Information Technology $40
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $490
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3School Events $15994
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PTO Appreciation $347
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Registered Agent Fees $279
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Cristin Klein
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-24
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0842974421
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Platt Accounting Services PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0220 Albany Tpke Unit 190
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Canton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006019
ReturnHeader/PreparerPersonGrp/PhoneNum06175154765
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kerry R Platt
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-10-24T08:04:33-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Cristin
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Klein
ReturnHeader/TaxPeriodBeginDt02022-08-01
ReturnHeader/TaxPeriodEndDt02023-07-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,783
Liabilities
-
Net assets
$27,783
Revenue
$19,778
Expenses
$17,859
Net income
$1,919
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