Civic Intelligence

Barnstable-West Barnstable PTA

EIN 27-3664124 • 501(c)3 • West Barnstable, MA

Profile

EDUCATIONAL / CHARITABLE

2463 Main StreetWest Barnstable, MA 02668

www.bwbpta.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2017

Net Margin

73rd percentile

18%

Higher net margin than 73% of similar nonprofits.

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

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

85th percentile

41%

Faster asset growth than 85% of similar nonprofits.

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

Revenue Growth

30th percentile

-22%

Faster revenue growth than 30% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$28,230

Up $8,142 (+41%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$28,230

Up $49,083 (+235%) from 2016

Operations
Liabilities / RevenueScore unavailableNet Margin73rd percentile

Revenue

Down

$45,070

Down $12,434 (-22%) from 2016

Expenses

Down

$36,928

Down $30,977 (-46%) from 2016

Net Income

Up

$8,142

Up $18,543 (+178%) from 2016

Trend Graphs

Balance Sheet Trend

Asset Growth85th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0-$20K-$40KAssets 2016: $20,088Liabilities 2016: $40,941Net Assets 2016: -$20,8532016Assets 2017: $28,230Net Assets 2017: $28,2302017

Highlighted filing

2017

Assets$28,230
Liabilities-
Net Assets$28,230
Open 2017 Filing

Operations Trend

Revenue Growth30th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$80K$60K$40K$20K$0-$20KRevenue 2016: $57,504Expenses 2016: $67,905Net Income 2016: -$10,4012016Revenue 2017: $45,070Expenses 2017: $36,928Net Income 2017: $8,1422017

Highlighted filing

2017

Revenue$45,070
Expenses$36,928
Net Income$8,142
Open 2017 Filing

Filings

Most recent year

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

Open filing
Assets
$28,230
Liabilities
-
Net assets
$28,230
Revenue
$45,070
Expenses
$36,928
Net income
$8,142
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$28.2$28.2$45.1$36.9$8.14
2016Detailed filing. Detailed filing data is available for this year.$20.1$40.9$20.9$57.5$67.9$10.4
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2016 to Jul 31, 2017
Signed
Dec 12, 2017
Return Version
2016v3.0
Gross Receipts
$74,022
Mission and Program Overview

Mission

EDUCATIONAL / CHARITABLE

Program Services

DescriptionGrantsExpenses
PRESENTED PROGRAMS THAT BRING FURTHER UNDERSTANDING OF THE CONTINUING EDUCATIONAL PROGRAMS PROCESS$28,486$36,928
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SARA PAANANENPresident-$0--
KATIE TAYLORVice President-$0--
TRICIA SMITHTreasurer-$0--
HEATHER JATCZAKRecording Secretary-$0--
NICOLE KINGCommunications Secretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$22,367$22,367$4,693$17,674
Book Fair$6,227$6,227$6,208$19
Total Events$61,082$61,082$28,952$32,130
Filing and Contact Details

Filer

Filer Name
Barnstable-west Barnstable Pta
EIN
27-3664124
Phone
5083645115
Address
2463 MAIN STREET, WEST BARNSTABLE, MA 02668

Signing Officer

Name
Tricia Smith
Title
Treasurer
Phone
5083622678
Signed
2017-12-12
Discuss with paid preparer
No

Preparer

Firm
Andrew F Miller CPA Pc
Address
PO BOX 1217, BARNSTABLE, MA 02630
Preparer
Andrew F Miller
Phone
5083622678
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10, Grants Paid

“Activity , Grantee BWB ELEMENTARY - TOWN OF BARNSTABLE 2463 MAIN STREET WEST BARNSTABLE MA 02668, Cash Grant 23,486, Relationship”

Form 990-EZ, Part I, Line 16, Other Expenses

“BANK FEES 30”

Form 990-EZ, Part I, Line 16, Other Expenses

“Dues and subscriptions 113”

Form 990-EZ, Part I, Line 16, Other Expenses

“FILING FEES 35”

Form 990-EZ, Part I, Line 16, Other Expenses

“Miscellaneous expense 334”

Form 990-EZ, Part I, Line 16, Other Expenses

“Office supplies and expenses 89”

Form 990-EZ, Part I, Line 16, Other Expenses

“WEBSITE EXPENSES 347”

Form 990-EZ, Part I, Line 20, Net Assets

“EQUITY ADJUSTMENT 40,941”

Form 990-EZ, Part II, Line 26, Liabilities

“RETAINED EARNINGS Beginning of year 40,941, End of year 0”

Raw XML Appendix197 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/PersonNm0TRICIA SMITH
IRS990EZ/BooksInCareOfDetail/PhoneNum05083645115
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02463 MAIN STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WEST BARNSTABLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002668
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt020088
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt028230
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt012915
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt08142
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt07447
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt020088
IRS990EZ/Form990TotalAssetsGrp/EOYAmt028230
IRS990EZ/FundraisingGrossIncomeAmt061082
IRS990EZ/GrantsAndSimilarAmountsPaidAmt028486
IRS990EZ/GrossReceiptsAmt074022
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt025
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-20853
IRS990EZ/NetAssetsOrFundBalancesEOYAmt028230
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-20853
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt028230
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SARA PAANANEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KATIE TAYLOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TRICIA SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3HEATHER JATCZAK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4NICOLE KING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3RECORDING SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4COMMUNICATIONS SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt040941
IRS990EZ/OtherExpensesTotalAmt0948
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATIONAL / CHARITABLE
IRS990EZ/PrintingPublicationsPostageAmt047
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PRESENTED PROGRAMS THAT BRING FURTHER UNDERSTANDING OF THE CONTINUING EDUCATIONAL PROGRAMS PROCESS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt028486
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt036928
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt028952
IRS990EZ/SpecialEventsNetIncomeLossAmt032130
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt040941
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt036928
IRS990EZ/TotalProgramServiceExpensesAmt036928
IRS990EZ/TotalRevenueAmt045070
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.BWBPTA.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt073997
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt057468
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt066349
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt071519
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt049380
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0318713
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt025
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt036
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt028
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt026
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt032
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0147
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt025
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt036
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt028
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt026
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt032
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0147
IRS990ScheduleA/InvestmentIncomeCYPct00.00050
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct00.99950
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0318713
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt073997
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt057468
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt066349
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt071519
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt049380
IRS990ScheduleA/Total509Grp/TotalAmt0318713
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt074022
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt057504
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt066377
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt071545
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt049412
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0318860
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt028952
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt022367
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt06227
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt032488
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt061082
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt022367
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt06227
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt032488
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt061082
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt032130
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt018051
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt028952
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04693
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt06208
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity , Grantee BWB ELEMENTARY - TOWN OF BARNSTABLE 2463 MAIN STREET WEST BARNSTABLE MA 02668, Cash Grant 23,486, Relationship
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BANK FEES 30
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DUES AND SUBSCRIPTIONS 113
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FILING FEES 35
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MISCELLANEOUS EXPENSE 334
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5OFFICE SUPPLIES AND EXPENSES 89
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6WEBSITE EXPENSES 347
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7EQUITY ADJUSTMENT 40,941
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8RETAINED EARNINGS Beginning of year 40,941, End of year 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10, Grants Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 20, Net Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part II, Line 26, Liabilities
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0TRICIA SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05083622678
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-12-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BARNSTABLE-WEST BARNSTABLE PTA
ReturnHeader/Filer/BusinessNameControlTxt0BARN
ReturnHeader/Filer/EIN0273664124
ReturnHeader/Filer/PhoneNum05083645115
ReturnHeader/Filer/USAddress/AddressLine1Txt02463 MAIN STREET
ReturnHeader/Filer/USAddress/CityNm0WEST BARNSTABLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002668
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0EC6EDEF3979DEB2A7DDDE2997B70773FB161239F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0EC6EDEF3979DEB2A7DDDE2997B70773FB161239F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.69.33.240
ReturnHeader/FilingSecurityInformation/IPDt02017-12-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm015:28:38
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANDREW F MILLER CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1217
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BARNSTABLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002630
ReturnHeader/PreparerPersonGrp/PhoneNum05083622678
ReturnHeader/PreparerPersonGrp/PreparationDt02017-12-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANDREW F MILLER
ReturnHeader/ReturnTs02017-12-12T02:42:01-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-08-01
ReturnHeader/TaxPeriodEndDt02017-07-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.