Civic Intelligence

Barnstable-West Barnstable PTA

990EZ • Fiscal year 2016 • EIN 27-3664124

Aug 01, 2015 to Jul 31, 2016 • Filed on Nov 22, 2016

Organization ProfileWWW.BWBPTA.ORG
2463 Main StW Barnstable, MA 02668

(508) 394-8292

Siviq Scores

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

Liabilities / Assets

97th percentile

2.04x

Higher debt load relative to assets than 97% of similar nonprofits.

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

Liabilities / Revenue

94th percentile

0.71x

Higher debt load relative to revenue than 94% of similar nonprofits.

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

Net Margin

17th percentile

-18%

Higher net margin than 17% of similar nonprofits.

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

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

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

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

Asset Growth

Score unavailable

No value available

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

Source year 2016

Revenue Growth

Score unavailable

No value available

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

Source year 2016

Balance Sheet
Liabilities / Assets97th percentile

Assets

$20,088

No earlier filing loaded for comparison.

Net Assets

-$20,853

No earlier filing loaded for comparison.

Liabilities

$40,941

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin17th percentile

Revenue

$57,504

No earlier filing loaded for comparison.

Expenses

$67,905

No earlier filing loaded for comparison.

Net Income

-$10,401

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2016

Assets$20,088
Liabilities$40,941
Net Assets-$20,853
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$57,504
Expenses$67,905
Net Income-$10,401
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2015 to Jul 31, 2016
Signed
Nov 22, 2016
Return Version
2015v2.1
Gross Receipts
$57,504
Mission and Program Overview

Mission

EDUCATIONAL / CHARITABLE

EDUCATIONAL/CHARITABLE

Program Services

DescriptionGrantsExpenses
PRESENTED PROGRAMS THAT BRING FURTHER UNDERSTANDING OF THE CONTINUING EDUCATIONAL PROGRAMS PROCESS-$67,555
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LISA DINEENPresidentPT$0--
HEATHER JATCZAKRecording SecretaryPT$0--
NICOLE KINGCommunications SecretaryPT$0--
KATIE TAYLORVice PresidentPT$0--
TRICIA SMITHTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Barnstable-west Barnstable Pta
EIN
27-3664124
Phone
5083948292
Address
2463 MAIN ST, W BARNSTABLE, MA 02668

Signing Officer

Name
Tricia Smith
Title
Treasurer
Signed
2016-11-22
Discuss with paid preparer
No

Preparer

Firm
WLC Accounting Services
Address
PO Box 871, South Yarmouth, MA 02664
Preparer
Wendy L Minghella
Phone
5083948292
Supplemental Narrative

Additional Explanations

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

“Fundraising 66,624”

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

“INSURANCE 931”

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

“Federal form 1023 application fee -850”

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

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

Raw XML Appendix164 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/BusinessName/BusinessNameLine1Txt0WLC ACCOUNTING SERVICES
IRS990EZ/BooksInCareOfDetail/PhoneNum05083948292
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01292 ROUTE 28 UNIT 6
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SOUTH YARMOUTH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002664
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt031339
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt020088
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt057468
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-10401
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0350
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt031339
IRS990EZ/Form990TotalAssetsGrp/EOYAmt020088
IRS990EZ/GrossReceiptsAmt057504
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt036
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-9602
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-20853
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-9602
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-20853
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LISA DINEEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1HEATHER JATCZAK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2NICOLE KING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KATIE TAYLOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TRICIA SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1RECORDING SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2COMMUNICATIONS SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-850
IRS990EZ/OtherExpensesTotalAmt067555
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATIONAL/CHARITABLE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PRESENTED PROGRAMS THAT BRING FURTHER UNDERSTANDING OF THE CONTINUING EDUCATIONAL PROGRAMS PROCESS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt067555
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt040941
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt040941
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt067905
IRS990EZ/TotalProgramServiceExpensesAmt067555
IRS990EZ/TotalRevenueAmt057504
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.BWBPTA.ORG
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt057468
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt066349
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt071519
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt049380
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt066340
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0311056
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt036
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt028
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt026
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt032
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt033
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0155
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt036
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt028
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt026
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt032
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt033
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0155
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0311056
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt057468
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt066349
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt071519
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt049380
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt066340
IRS990ScheduleA/Total509Grp/TotalAmt0311056
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt057504
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt066377
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt071545
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt049412
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt066373
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0311211
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Fundraising 66,624
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INSURANCE 931
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FEDERAL FORM 1023 APPLICATION FEE -850
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3RETAINED EARNINGS Beginning of year 40,941, End of year 40,941
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 20, Net Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 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/SignatureDt02016-11-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BARNSTABLE-WEST BARNSTABLE PTA
ReturnHeader/Filer/BusinessNameControlTxt0BARN
ReturnHeader/Filer/EIN0273664124
ReturnHeader/Filer/PhoneNum05083948292
ReturnHeader/Filer/USAddress/AddressLine1Txt02463 MAIN ST
ReturnHeader/Filer/USAddress/CityNm0W BARNSTABLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002668
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WLC Accounting Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 871
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0South Yarmouth
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002664
ReturnHeader/PreparerPersonGrp/PhoneNum05083948292
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Wendy L Minghella
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-11-22T05:28:41-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-08-01
ReturnHeader/TaxPeriodEndDt02016-07-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,088
Liabilities
$40,941
Net assets
-$20,853
Revenue
$57,504
Expenses
$67,905
Net income
-$10,401
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