Civic Intelligence

Heath Brook Elementary School Parent Advisory Council

990EZ • Fiscal year 2015 • EIN 30-0512996

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 06, 2015

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

(978) 640-7865

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

59th percentile

7.4%

Higher net margin than 59% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

73rd percentile

23%

Faster asset growth than 73% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

88th percentile

58%

Faster revenue growth than 88% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$16,812

Up $3,131 (+23%) from 2014

Net Assets

Up

$16,812

Up $3,131 (+23%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin59th percentile

Revenue

Up

$42,569

Up $15,698 (+58%) from 2014

Expenses

Up

$39,438

Up $6,214 (+19%) from 2014

Net Income

Up

$3,131

Up $9,484 (+149%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth73rd 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

2015

Assets$16,812
Liabilities$0
Net Assets$16,812
Open 2015 Filing

Operations Trend

Revenue Growth88th 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

2015

Revenue$42,569
Expenses$39,438
Net Income$3,131
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 6, 2015
Return Version
2014v5.0
Gross Receipts
$78,684
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
Also provide funding for various cultural and educational programs including guest author visits assemblies and the purchasing of school supplies-$28,395
The PAC hosts and funds school activities and programs that directly benefit the students and the Tewksbury community A few of the activities are the Book FairRead-a-thon$3,184$6,965
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Loren StewartCo-ChairPT$0--
Kim TroddenCo-ChairPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Read-a-thon$7,038$7,038$519$6,519
Total Events$7,038$7,038$519$6,519
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
Loren Stewart
Title
Treasurer
Phone
9786407865
Signed
2015-11-06
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 Organization's 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 3,184”

Description of other expenses Part I line 16

“Description AmountProgram Service Expenses 35,360Administrative expenses 859State filing fees 35”

Raw XML Appendix153 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/PersonNm0Loren Stewart
IRS990EZ/BooksInCareOfDetail/PhoneNum09786407865
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0165 Shawsheen St
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Tewksbury
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001876
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt013681
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt016812
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01809
IRS990EZ/CostOfGoodsSoldAmt03278
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03131
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt013681
IRS990EZ/Form990TotalAssetsGrp/EOYAmt016812
IRS990EZ/FundraisingGrossIncomeAmt075131
IRS990EZ/GrantsAndSimilarAmountsPaidAmt03184
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0-1534
IRS990EZ/GrossReceiptsAmt078684
IRS990EZ/GrossSalesOfInventoryAmt01744
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt013681
IRS990EZ/NetAssetsOrFundBalancesEOYAmt016812
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt013681
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt016812
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Loren Stewart
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Kim Trodden
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Co-Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Co-Chair
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt036254
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The PAC acts as a liaison
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The PAC hosts and funds school activities and programs that directly benefit the students and the Tewksbury community A few of the activities are the Book FairRead-a-thon
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Also provide funding for various cultural and educational programs including guest author visits assemblies and the purchasing of school supplies
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt03184
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06965
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt128395
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt032837
IRS990EZ/SpecialEventsNetIncomeLossAmt042294
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt039438
IRS990EZ/TotalProgramServiceExpensesAmt035360
IRS990EZ/TotalRevenueAmt042569
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0www.tewksbury.k12.ma.us/heathnrook.cfm
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01809
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt020814
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt031167
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03936
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01424
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt059150
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt038505
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt06987
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt010495
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt023034
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt011710
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt090731
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.91280
IRS990ScheduleA/PublicSupportTotal509Amt0149881
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt040314
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt027801
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt041662
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt026970
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt013134
IRS990ScheduleA/Total509Grp/TotalAmt0149881
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt040314
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt027801
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt041662
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt026970
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt013134
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0149881
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0519
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Read-a-thon
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt07038
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt07038
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt07038
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt07038
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt06519
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0519
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0519
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Part III - Continuation of Organization's 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 3,184
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountProgram Service Expenses 35,360Administrative expenses 859State filing fees 35
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/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Loren Stewart
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09786407865
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-06
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/PreparationDt02015-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jennifer R Lee
ReturnHeader/ReturnTs02015-11-12T11:15:02-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,812
Liabilities
$0
Net assets
$16,812
Revenue
$42,569
Expenses
$39,438
Net income
$3,131
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