Civic Intelligence

Heath Brook Elementary School Parent Advisory Council

990EZ • Fiscal year 2016 • EIN 30-0512996

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 22, 2017

Organization Profilewww.tewksbury.k12.ma.us/heathnrook.cfm
165 Shawsheen StTewksbury, MA 01876

(978) 905-6897

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.

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

Liabilities / Revenue

55th percentile

0.00x

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

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

Net Margin

86th percentile

33%

Higher net margin than 86% of similar nonprofits.

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

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% 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

91st percentile

100%

Faster asset growth than 91% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

74th percentile

22%

Faster revenue growth than 74% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$33,704

Up $16,892 (+100%) from 2015

Net Assets

Up

$33,704

Up $16,892 (+100%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin86th percentile

Revenue

Up

$51,795

Up $9,226 (+22%) from 2015

Expenses

Down

$34,903

Down $4,535 (-11%) from 2015

Net Income

Up

$16,892

Up $13,761 (+440%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth91st percentile

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

$60K$40K$20K$0Assets 2014: $13,681Liabilities 2014: $0Net Assets 2014: $13,6812014Assets 2015: $16,812Liabilities 2015: $0Net Assets 2015: $16,8122015Assets 2016: $33,704Liabilities 2016: $0Net Assets 2016: $33,7042016Assets 2017: $32,841Net Assets 2017: $32,8412017Assets 2018: $29,938Net Assets 2018: $29,9382018Assets 2019: $49,938Net Assets 2019: $49,9382019Assets 2020: $28,478Net Assets 2020: $28,4782020Assets 2021: $28,478Net Assets 2021: $28,4782021Assets 2022: $0Net Assets 2022: $02022Assets 2023: $50,902Net Assets 2023: $50,9022023Assets 2024: $13,172Net Assets 2024: $13,1722024Assets 2025: $12,092Net Assets 2025: $12,0922025

Highlighted filing

2016

Assets$33,704
Liabilities$0
Net Assets$33,704
Open 2016 Filing

Operations Trend

Revenue Growth74th percentile

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

$60K$40K$20K$0-$20KRevenue 2014: $26,871Expenses 2014: $33,224Net Income 2014: -$6,3532014Revenue 2015: $42,569Expenses 2015: $39,438Net Income 2015: $3,1312015Revenue 2016: $51,795Expenses 2016: $34,903Net Income 2016: $16,8922016Revenue 2017: $47,650Expenses 2017: $48,513Net Income 2017: -$8632017Revenue 2018: $47,546Expenses 2018: $50,449Net Income 2018: -$2,9032018Revenue 2019: $56,746Expenses 2019: $36,746Net Income 2019: $20,0002019Revenue 2020: $28,4782020Revenue 2021: -$6,609Expenses 2021: $185Net Income 2021: -$6,7942021Revenue 2022: $3,384Expenses 2022: $200Net Income 2022: $3,1842022Revenue 2023: $22,4242023Revenue 2024: $14,237Expenses 2024: $19,714Net Income 2024: -$5,4772024Revenue 2025: $12,235Expenses 2025: $13,014Net Income 2025: -$7792025

Highlighted filing

2016

Revenue$51,795
Expenses$34,903
Net Income$16,892
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 22, 2017
Return Version
2015v3.0
Gross Receipts
$99,952
Mission and Program Overview

Mission

Heath brook elementary schools parent advisory councils mission is to promote open communication between the school, families, and community; inspire collaboration and respect; and enhance learning through academic enrichment and social activities.

The PAC acts as a liaison

Program Services

DescriptionGrantsExpenses
The PAC hosts and funds cultural and enrichment program guest visits assemblies purchasing of school supplies and other school activities-$31,558
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Christine FlynnCo-ChairPT$0--
Sue PanilaitisCo-ChairPT$0--
Ava TaylorCo-ChairPT$0--
Bridget GarabedianCo-ChairPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gift Cards$36,305$36,305$33,725$2,580
Read-a-thon$11,547$11,547-$11,547
Total Events$67,549$67,549$45,146$22,403
Filing and Contact Details

Filer

Filer Name
Heath Brook Elem School PAC
EIN
30-0512996
Address
165 Shawsheen St, Tewksbury, MA 01876

Signing Officer

Name
Julie Naughton
Title
Treasurer
Phone
9786407865
Signed
2017-02-22
Discuss with paid preparer
Yes

Preparer

Firm
Luccitelli & Co CPAs PC
Address
404 Main Street, Wilmington, MA 01887
Preparer
Jennifer R Lee
Phone
9786586011
Supplemental Narrative

Additional Explanations

General explanation attachment

“Part III - Continuation of Organizations primary purpose: between parents and teachers for the purpose of understanding and communicating the educational goals of the school and working with parents and teachers to extend those educational goals.”

List of grants and similar amounts paid Part I line 10

“Activity Scholarships Grantee Various $500 or less Relationship Unrelated Amount 3,000”

Description of other expenses Part I line 16

“Description AmountProgram Service Expenses 31,558Administrative expenses 345”

Raw XML Appendix166 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/PhoneNum09789056897
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Tewksbury
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001876
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt016812
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IRS990EZ/ExcessOrDeficitForYearAmt016892
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IRS990EZ/FundraisingGrossIncomeAmt098084
IRS990EZ/GrantsAndSimilarAmountsPaidAmt03000
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt016812
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Christine Flynn
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Sue Panilaitis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Ava Taylor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Bridget Garabedian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Co-Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Co-Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Co-Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Co-Chair
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt031903
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The PAC acts as a liaison
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The PAC hosts and funds cultural and enrichment program guest visits assemblies purchasing of school supplies and other school activities
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt031558
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt048157
IRS990EZ/SpecialEventsNetIncomeLossAmt049927
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt034903
IRS990EZ/TotalProgramServiceExpensesAmt031558
IRS990EZ/TotalRevenueAmt051795
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0www.tewksbury.k12.ma.us/heathnrook.cfm
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01868
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01809
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt020814
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt031167
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03936
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt059594
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt049927
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt038505
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt06987
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt010495
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt023034
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0128948
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0188542
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt051795
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt040314
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt027801
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt041662
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt026970
IRS990ScheduleA/Total509Grp/TotalAmt0188542
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt051795
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt040314
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt027801
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt041662
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt026970
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0188542
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt045146
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Read-a-thon
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Gift Cards
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt011547
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt036305
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt019697
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt067549
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt011547
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt036305
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt019697
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt067549
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt022403
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt011421
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt045146
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt033725
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Part III - Continuation of Organizations primary purpose: between parents and teachers for the purpose of understanding and communicating the educational goals of the school and working with parents and teachers to extend those educational goals.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Scholarships Grantee Various $500 or less Relationship Unrelated Amount 3,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountProgram Service Expenses 31,558Administrative expenses 345
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0General explanation attachment
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other expenses Part I line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Julie Naughton
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09786407865
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Heath Brook Elem School PAC
ReturnHeader/Filer/BusinessNameControlTxt0HEAT
ReturnHeader/Filer/EIN0300512996
ReturnHeader/Filer/USAddress/AddressLine1Txt0165 Shawsheen St
ReturnHeader/Filer/USAddress/CityNm0Tewksbury
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001876
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0453606552
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Luccitelli & Co CPAs PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0404 Main Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Wilmington
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001887
ReturnHeader/PreparerPersonGrp/PhoneNum09786586011
ReturnHeader/PreparerPersonGrp/PreparationDt02017-02-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jennifer R Lee
ReturnHeader/ReturnTs02017-02-22T08:23:08-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
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
$33,704
Liabilities
$0
Net assets
$33,704
Revenue
$51,795
Expenses
$34,903
Net income
$16,892
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$12.1$12.1$12.2$13.0$0.78
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.2$13.2$14.2$19.7$5.48
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$50.9$50.9$22.4
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$3.38$0.20$3.18
2021Detailed filing. Detailed filing data is available for this year.$28.5$28.5$6.61$0.19$6.79
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.5$28.5$28.5
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$49.9$49.9$56.7$36.7$20.0
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.9$29.9$47.5$50.4$2.90
2017Detailed filing. Detailed filing data is available for this year.$32.8$32.8$47.7$48.5$0.86
2016Detailed filing. Detailed filing data is available for this year.$33.7$0.00$33.7$51.8$34.9$16.9
2015Detailed filing. Detailed filing data is available for this year.$16.8$0.00$16.8$42.6$39.4$3.13
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.7$0.00$13.7$26.9$33.2$6.35