Civic Intelligence

PTA Massuchesetts Parent-Teacher Association Inc

990EZ • Fiscal year 2021 • EIN 27-2182163

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 14, 2021

45 Quincy StreetBrockton, MA 02302

(508) 894-4427

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

89th percentile

57%

Higher net margin than 89% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Assets

$52,716

No earlier filing loaded for comparison.

Net Assets

$52,716

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$12,834

No earlier filing loaded for comparison.

Expenses

$5,537

No earlier filing loaded for comparison.

Net Income

$7,297

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2021: $52,716Liabilities 2021: $0Net Assets 2021: $52,7162021Assets 2022: $66,629Liabilities 2022: $0Net Assets 2022: $66,6292022Assets 2023: $59,509Liabilities 2023: $0Net Assets 2023: $59,5092023

Highlighted filing

2021

Assets$52,716
Liabilities$0
Net Assets$52,716

Operations Trend

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

$30K$20K$10K$0-$10KRevenue 2021: $12,834Expenses 2021: $5,537Net Income 2021: $7,2972021Revenue 2022: $27,735Expenses 2022: $13,974Net Income 2022: $13,7612022Revenue 2023: -$57Expenses 2023: $6,865Net Income 2023: -$6,9222023

Highlighted filing

2021

Revenue$12,834
Expenses$5,537
Net Income$7,297
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 14, 2021
Return Version
2020v4.0
Gross Receipts
$20,001
Mission and Program Overview

Mission

Fundraising to provide fully funded events students (field trips, school assembly, family events, etc.) as well as provide support to teachers and staff to help our students.

Program Services

DescriptionGrantsExpenses
Providing free events and enrichment activities for every student (polar express, school assembly, butterflies, end of year events, etc). Teachers and staff are provided support to help students.$0$5,537
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kathleen PorzeltPta PresidentPT$0--
Kim BoylanPta Vice PresidentPT$0--
Vanessa AllenPta TreasurerPT$0--
Patricia SmithPta Financial SecretaryPT$0--
Steven KentPta Secretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Kindness-a-Thon$12,780$12,780$22$12,758
All the Rest here - no other earned $5000$6,466$6,466$5,059$1,407
Total Events$19,246$19,246$6,986$12,260
Filing and Contact Details

Filer

Filer Name
Mary E Baker School PTA
EIN
27-2182163
Phone
5088944427
Address
45 Quincy Street, Brockton, MA 02302

Signing Officer

Name
Kathleen Porzelt
Title
PTA President
Phone
5088571214
Signed
2021-11-14
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

In Part I, Line 16: $5536.92 are the expenses directly related to the school's events, enrichment activities, school assembly, and other PTA-initiated events for our students and school - all of which are at no cost to students and are the organization's primary exempt purpose. This is the same as reported on Part III, Line 28.

Form 990-EZ, Part I, Line 20

In Part I, Line 20: $-501.19 is for deposits, interest, and withdrawals in our Scholarship Fund that was initiated by our PTA in March 2013 with a beginning balance of $3500. Due to Covid-19, the Scholarship for 2019 was not awarded until after our fiscal year had closed (school closure prevented us from receiving applications). The negative amount reflects both the scholarship award from 2019 and 2020 ($500 + money order bank fees for each). Balance of fund stands at $5606.04, as indicated in Part II, Line 24B. These funds are solely dedicated to the Scholarship and are not part of our gross earnings as they do not assist in funding any of our field trips, events, or other PTA-initiated programs.

Form 990-EZ, Part II, Line 24

Mary E Baker PTA Scholarship in Memory of Elaine Santos

Raw XML Appendix316 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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IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt01905
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt05081
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt022
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt05059
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt00
IRS990ScheduleG/SupplementalInformationDetail/ExplanationTxt0We did not have a second event with gross income of $5000. There is no way to progress to adding all the rest of the events in the third row without putting something in the second row. To work around this issue, the combined earnings of our fundraisers is listed in the second row. Apologies!
IRS990ScheduleG/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule G, Part II, Line 1
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0In Part I, Line 16: $5536.92 are the expenses directly related to the school's events, enrichment activities, school assembly, and other PTA-initiated events for our students and school - all of which are at no cost to students and are the organization's primary exempt purpose. This is the same as reported on Part III, Line 28.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1In Part I, Line 20: $-501.19 is for deposits, interest, and withdrawals in our Scholarship Fund that was initiated by our PTA in March 2013 with a beginning balance of $3500. Due to Covid-19, the Scholarship for 2019 was not awarded until after our fiscal year had closed (school closure prevented us from receiving applications). The negative amount reflects both the scholarship award from 2019 and 2020 ($500 + money order bank fees for each). Balance of fund stands at $5606.04, as indicated in Part II, Line 24B. These funds are solely dedicated to the Scholarship and are not part of our gross earnings as they do not assist in funding any of our field trips, events, or other PTA-initiated programs.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Mary E Baker PTA Scholarship in Memory of Elaine Santos
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part II, Line 24
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Kathleen Porzelt
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PTA President
ReturnHeader/BusinessOfficerGrp/PhoneNum05088571214
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Mary E Baker School PTA
ReturnHeader/Filer/BusinessNameControlTxt0MARY
ReturnHeader/Filer/EIN0272182163
ReturnHeader/Filer/PhoneNum05088944427
ReturnHeader/Filer/USAddress/AddressLine1Txt045 Quincy Street
ReturnHeader/Filer/USAddress/CityNm0Brockton
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002302
ReturnHeader/ReturnTs02021-11-14T11:06:52-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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