Civic Intelligence

Heath Brook Elementary School Pac

EIN 30-0512996 • 501(c)3 • Tewksbury, MA

Profile

The PAC acts as a liaison

165 Shawsheen RoadTewksbury, MA 01876

www.tewksbury.k12.ma.us/heathnrook.cfm

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 2025

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2025

Net Margin

35th percentile

-6.4%

Higher net margin than 35% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

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 2025

Asset Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2025

Revenue Growth

86th percentile

53%

Faster revenue growth than 86% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$12,092

Down $1,080 (-8.2%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$12,092

Down $1,080 (-8.2%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin35th percentile

Revenue

Down

$12,235

Down $2,002 (-14%) from 2024

Expenses

Down

$13,014

Down $6,700 (-34%) from 2024

Net Income

Up

-$779

Up $4,698 (+86%) from 2024

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2025

Assets$12,092
Liabilities-
Net Assets$12,092
Open 2025 Filing

Operations Trend

Revenue Growth86th percentile

Revenue, expenses, and net income by year, with the latest 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

2025

Revenue$12,235
Expenses$13,014
Net Income-$779
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,092
Liabilities
-
Net assets
$12,092
Revenue
$12,235
Expenses
$13,014
Net income
-$779
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
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 20, 2025
Return Version
2024v5.2
Gross Receipts
$23,247
Mission and Program Overview

Mission

The PAC acts as a liaison

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.

Program Services

DescriptionGrantsExpenses
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.--
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRACY OBRIENCo Chair-$0--
TRICIA GRANADASecretary-$0--
COLLEEN MARFIONECo Chair-$0--
SHAYLA NEFFENDORFTreasurer-$0--
MISSY RYANCo Chair-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Penny Wars$3,813$3,813-$3,813
Scholastic Book Fair$1,053$1,053$2,154$-1,101
Total Events$23,247$23,247$11,012$12,235
Filing and Contact Details

Filer

Filer Name
Heath Brook Elementary School Pac
EIN
30-0512996
Phone
6176451238
Address
165 SHAWSHEEN ROAD, TEWKSBURY, MA 01876

Signing Officer

Name
Shayla Neffendorf
Title
Treasurer
Phone
6176451238
Signed
2025-11-20
Discuss with paid preparer
No

Preparer

Firm
Hrb Tax Group Inc
Address
CHC PILOT 2 WFA, KANSAS CITY, MO 64105
Preparer
Abdelhadi Elhadraji
Phone
8004725625
Supplemental Narrative

Additional Explanations

PART1, LINE 16 $10599

“Field trips, in-school presentations”

PART 1, LINE 16, $1048

“CLASSROOM EXPENSES”

PART 1, LINE 16, $157

“PLAYGROUND EQUIPMENTS”

PART1, LINE 16, $215

“STUDENT EVENT”

PART1, LINE 16, $325

“HOSPITALITY FUND”

Part 1 Line 20

“IN KIND DONATION”

Raw XML Appendix161 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/BusinessName/BusinessNameLine1Txt0HEATH BROOK ELEMENTARY SCHOOL PAC
IRS990EZ/BooksInCareOfDetail/PhoneNum07817895491
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0165 SHAWSHEEN ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Tewksbury
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001876
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt013172
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt012092
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-779
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0670
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt013172
IRS990EZ/Form990TotalAssetsGrp/EOYAmt012092
IRS990EZ/FundraisingGrossIncomeAmt023247
IRS990EZ/GrossReceiptsAmt023247
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt013172
IRS990EZ/NetAssetsOrFundBalancesEOYAmt012092
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt013172
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt012092
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TRACY OBRIEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TRICIA GRANADA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2COLLEEN MARFIONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SHAYLA NEFFENDORF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MISSY RYAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CO CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CO CHAIR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-301
IRS990EZ/OtherExpensesTotalAmt012344
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0HEATH 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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0HEATH 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.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0true
IRS990EZ/SpecialEventsDirectExpensesAmt011012
IRS990EZ/SpecialEventsNetIncomeLossAmt012235
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt013014
IRS990EZ/TotalRevenueAmt012235
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt011000
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt011424
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0111391
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleE/ComplianceWithRevProc7550Ind0false
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0false
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0false
IRS990ScheduleE/MaintainRacialCompRecsInd0false
IRS990ScheduleE/MaintainScholarshipsRecsInd0false
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0false
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0false
IRS990ScheduleG/CharitableDistributionRqrInd0false
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt011012
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0PENNY WARS
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SCHOLASTIC BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt03813
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt01053
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt018381
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt023247
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt03813
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt01053
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt018381
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt023247
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt012235
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt08858
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt011012
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02154
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt08
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborBingoInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborPullTabsInd0false
IRS990ScheduleG/GamingWithNonmembersInd0false
IRS990ScheduleG/LicensedInd0false
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FIELD TRIPS, IN-SCHOOL PRESENTATIONS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CLASSROOM EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PLAYGROUND EQUIPMENTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3STUDENT EVENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4HOSPITALITY FUND
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5IN KIND DONATION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART1, LINE 16 $10599
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART 1, LINE 16, $1048
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART 1, LINE 16, $157
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART1, LINE 16, $215
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART1, LINE 16, $325
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5PART 1 LINE 20
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0SHAYLA NEFFENDORF
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06176451238
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HEATH BROOK ELEMENTARY SCHOOL PAC
ReturnHeader/Filer/BusinessNameControlTxt0HEAT
ReturnHeader/Filer/EIN0300512996
ReturnHeader/Filer/PhoneNum06176451238
ReturnHeader/Filer/USAddress/AddressLine1Txt0165 SHAWSHEEN ROAD
ReturnHeader/Filer/USAddress/CityNm0TEWKSBURY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001876
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431871840
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HRB TAX GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0CHC PILOT 2 WFA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KANSAS CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd064105
ReturnHeader/PreparerPersonGrp/PhoneNum08004725625
ReturnHeader/PreparerPersonGrp/PreparationDt02026-01-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Abdelhadi Elhadraji
ReturnHeader/ReturnTs02026-01-29T21:32:26Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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