Civic Intelligence

Kms PTO Natick Inc

990EZ • Fiscal year 2021 • EIN 30-0880417

Aug 01, 2020 to Jul 31, 2021 • Filed on Dec 13, 2021

Organization ProfileN/A
165 Mill StreetNatick, MA 01760

(508) 647-6650

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2021

Net Margin

49th percentile

8.0%

Higher net margin than 49% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

46th percentile

2.5%

Faster asset growth than 46% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

37th percentile

-11%

Faster revenue growth than 37% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$53,004

Up $1,306 (+2.5%) from 2020

Net Assets

Up

$53,004

Up $1,306 (+2.5%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin49th percentile

Revenue

Down

$16,249

Down $2,001 (-11%) from 2020

Expenses

Up

$14,943

Up $722 (+5.1%) from 2020

Net Income

Down

$1,306

Down $2,723 (-68%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$80K$60K$40K$20K$0Assets 2016: $26,194Net Assets 2016: $26,1942016Assets 2017: $41,027Net Assets 2017: $41,0272017Assets 2018: $45,501Net Assets 2018: $45,5012018Assets 2019: $47,669Net Assets 2019: $47,6692019Assets 2020: $51,698Net Assets 2020: $51,6982020Assets 2021: $53,004Net Assets 2021: $53,0042021Assets 2022: $50,556Net Assets 2022: $50,5562022Assets 2023: $52,467Net Assets 2023: $52,4672023Assets 2024: $61,920Net Assets 2024: $61,9202024

Highlighted filing

2021

Assets$53,004
Liabilities-
Net Assets$53,004
Open 2021 Filing

Operations Trend

Revenue Growth37th percentile

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

$40K$30K$20K$10K$0-$10KRevenue 2016: $27,720Expenses 2016: $29,955Net Income 2016: -$2,2352016Revenue 2017: $30,806Expenses 2017: $15,973Net Income 2017: $14,8332017Revenue 2018: $19,186Expenses 2018: $14,712Net Income 2018: $4,4742018Revenue 2019: $19,540Expenses 2019: $17,372Net Income 2019: $2,1682019Revenue 2020: $18,250Expenses 2020: $14,221Net Income 2020: $4,0292020Revenue 2021: $16,249Expenses 2021: $14,943Net Income 2021: $1,3062021Revenue 2022: $12,249Expenses 2022: $14,697Net Income 2022: -$2,4482022Revenue 2023: $32,502Expenses 2023: $30,591Net Income 2023: $1,9112023Revenue 2024: $32,421Expenses 2024: $22,968Net Income 2024: $9,4532024

Highlighted filing

2021

Revenue$16,249
Expenses$14,943
Net Income$1,306
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2020 to Jul 31, 2021
Signed
Dec 13, 2021
Return Version
2020v4.0
Gross Receipts
$16,249
Mission and Program Overview

Mission

To fund activities for the student of Kennedy Middle School of Natick, MA

Program Services

DescriptionGrantsExpenses
Program raises funds to support activities for the students of Kennedy Middle School of Natick, MA$14,539-
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KELLIE MERCURIOCo-President-$0--
SANDY BEYERLYCo-President-$0--
DIANNE RISHIKOFSecretary-$0--
RACHEL PLOFSKYTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Kms Pto Natick Inc
EIN
30-0880417
Address
165 MILL STREET, NATICK, MA 01760

Signing Officer

Name
Lauren Fishman
Title
Co-President
Signed
2021-12-13
Discuss with paid preparer
Yes

Preparer

Firm
Lisa a Babineau CPA LLC
Address
160 Speen St Suite 300, FRAMINGHAM, MA 01701
Preparer
Lisa A Babineau
Phone
5088753733
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Hospitality $4286”

Other Expenses.2

“State fees $54”

Raw XML Appendix168 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/BenefitsPaidToOrForMembersAmt010253
IRS990EZ/BooksInCareOfDetail/PersonNm0RACHEL PLOFSKY
IRS990EZ/BooksInCareOfDetail/PhoneNum05086476650
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0165 MILL STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NATICK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001760
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt051698
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt053004
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01306
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0350
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt051698
IRS990EZ/Form990TotalAssetsGrp/EOYAmt053004
IRS990EZ/FundraisingGrossIncomeAmt014094
IRS990EZ/GrossReceiptsAmt016249
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt070
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt051698
IRS990EZ/NetAssetsOrFundBalancesEOYAmt053004
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt051698
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt053004
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KELLIE MERCURIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SANDY BEYERLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DIANNE RISHIKOF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RACHEL PLOFSKY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Co-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Co-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt04340
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To fund activities for the student of Kennedy Middle School of Natick, MA
IRS990EZ/ProgramServiceRevenueAmt02085
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Program raises funds to support activities for the students of Kennedy Middle School of Natick, MA
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt014539
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt014094
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt014943
IRS990EZ/TotalProgramServiceExpensesAmt014539
IRS990EZ/TotalRevenueAmt016249
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt016179
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt012525
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt011308
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt013135
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt017864
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt071011
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt070
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt093
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt093
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt016
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0277
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt05632
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt08139
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt06035
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt012937
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt032743
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt070
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt093
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt093
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt016
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0277
IRS990ScheduleA/InvestmentIncomeCYPct00.00270
IRS990ScheduleA/InvestmentIncomePYPct00.00230
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99730
IRS990ScheduleA/PublicSupportPY509Pct00.99770
IRS990ScheduleA/PublicSupportTotal509Amt0103754
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt016179
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt018157
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt019447
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt019170
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt030801
IRS990ScheduleA/Total509Grp/TotalAmt0103754
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt016249
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt018250
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt019540
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt019186
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt030806
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0104031
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Hospitality $4286
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1State fees $54
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LAUREN FISHMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Co-President
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-12-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KMS PTO NATICK INC
ReturnHeader/Filer/BusinessNameControlTxt0KMSP
ReturnHeader/Filer/EIN0300880417
ReturnHeader/Filer/USAddress/AddressLine1Txt0165 MILL STREET
ReturnHeader/Filer/USAddress/CityNm0NATICK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001760
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203394223
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LISA A BABINEAU CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0160 Speen St Suite 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FRAMINGHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001701
ReturnHeader/PreparerPersonGrp/PhoneNum05088753733
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lisa A Babineau
ReturnHeader/ReturnTs02021-12-13T11:21:05-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LAUREN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FISHMAN
ReturnHeader/TaxPeriodBeginDt02020-08-01
ReturnHeader/TaxPeriodEndDt02021-07-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$53,004
Liabilities
-
Net assets
$53,004
Revenue
$16,249
Expenses
$14,943
Net income
$1,306
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$61.9$61.9$32.4$23.0$9.45
2023Detailed filing. Detailed filing data is available for this year.$52.5$52.5$32.5$30.6$1.91
2022Detailed filing. Detailed filing data is available for this year.$50.6$50.6$12.2$14.7$2.45
2021Detailed filing. Detailed filing data is available for this year.$53.0$53.0$16.2$14.9$1.31
2020Detailed filing. Detailed filing data is available for this year.$51.7$51.7$18.3$14.2$4.03
2019Detailed filing. Detailed filing data is available for this year.$47.7$47.7$19.5$17.4$2.17
2018Detailed filing. Detailed filing data is available for this year.$45.5$45.5$19.2$14.7$4.47
2017Detailed filing. Detailed filing data is available for this year.$41.0$41.0$30.8$16.0$14.8
2016Detailed filing. Detailed filing data is available for this year.$26.2$26.2$27.7$30.0$2.24