Civic Intelligence

Martha Jones School PTO Inc.

EIN 45-2374827 • 501(c)3 • Westwood, MA

Pub. 78 Eligible990-N Coverage

Profile

Pto for local elementary school

80 Martha Jones RoadWestwood, MA 02090

www.westwood.k12.ma.us

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

16th percentile

-42%

Higher net margin than 16% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

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 2023

Asset Growth

26th percentile

-28%

Faster asset growth than 26% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

54th percentile

1.6%

Faster revenue growth than 54% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$73,982

Down $28,710 (-28%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$73,982

Down $28,710 (-28%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin16th percentile

Revenue

Up

$69,067

Up $1,079 (+1.6%) from 2023

Expenses

Up

$97,777

Up $14,208 (+17%) from 2023

Net Income

Down

-$28,710

Down $13,129 (-84%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth26th percentile

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

$150K$100K$50K$0Assets 2016: $67,845Liabilities 2016: $0Net Assets 2016: $67,8452016Assets 2017: $69,856Liabilities 2017: $0Net Assets 2017: $69,8562017Assets 2018: $90,287Liabilities 2018: $0Net Assets 2018: $90,2872018Assets 2019: $98,330Liabilities 2019: $0Net Assets 2019: $98,3302019Assets 2020: $120,717Liabilities 2020: $0Net Assets 2020: $120,7172020Assets 2021: $110,165Liabilities 2021: $0Net Assets 2021: $110,1652021Assets 2022: $118,273Liabilities 2022: $0Net Assets 2022: $118,2732022Assets 2023: $102,692Liabilities 2023: $0Net Assets 2023: $102,6922023Assets 2024: $73,982Liabilities 2024: $0Net Assets 2024: $73,9822024

Highlighted filing

2024

Assets$73,982
Liabilities$0
Net Assets$73,982
Open 2024 Filing

Operations Trend

Revenue Growth54th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2016: $91,493Expenses 2016: $76,797Net Income 2016: $14,6962016Revenue 2017: $85,317Expenses 2017: $76,246Net Income 2017: $9,0712017Revenue 2018: $90,343Expenses 2018: $69,808Net Income 2018: $20,5352018Revenue 2019: $88,524Expenses 2019: $80,481Net Income 2019: $8,0432019Revenue 2020: $71,236Expenses 2020: $48,849Net Income 2020: $22,3872020Revenue 2021: $22,033Expenses 2021: $32,583Net Income 2021: -$10,5502021Revenue 2022: $39,787Expenses 2022: $31,679Net Income 2022: $8,1082022Revenue 2023: $67,988Expenses 2023: $83,569Net Income 2023: -$15,5812023Revenue 2024: $69,067Expenses 2024: $97,777Net Income 2024: -$28,7102024

Highlighted filing

2024

Revenue$69,067
Expenses$97,777
Net Income-$28,710
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$73,982
Liabilities
$0
Net assets
$73,982
Revenue
$69,067
Expenses
$97,777
Net income
-$28,710
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.69$0.98$0.29
2023Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.68$0.84$0.16
2022Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.40$0.32$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.22$0.33$0.11
2020Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.71$0.49$0.22
2019Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.89$0.80$0.08
2018Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.90$0.70$0.21
2017Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.85$0.76$0.09
2016Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.91$0.77$0.15
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2023 to Jul 31, 2024
Signed
Oct 24, 2024
Return Version
2023v5.1
Gross Receipts
$79,598
Mission and Program Overview

Mission

Pto for local elementary school

Program Services

DescriptionGrantsExpenses
TO ENHANCE AND SUPPORT THE EDUCATIONAL EXPERIENCE AT MARTHA JONES SCHOOL AND DEVELOP A CLOSER CONNECTION BETWEEN SCHOOL AND HOME BY ENCOURAGING PARENT INVOLVEMENT.-$72,785
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY JASONClerkPT$0--
KATY E DIMAREVice-PresidentPT$0--
KRISTEN DONAHUEPresidentPT$0--
PRISCILLA STEPHANAsst ClerkPT$0--
KRISTEN GAUTREAUTreasurerPT$0--
KIRSTEN BULGERAsst Treasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Night Out----
Filing and Contact Details

Filer

Filer Name
Martha Jones School Pto Inc
EIN
45-2374827
Address
80 MARTHA JONES ROAD, WESTWOOD, MA 02090

Signing Officer

Name
Kristen Gautreau
Title
Treasurer
Phone
7813267500
Signed
2024-10-24
Discuss with paid preparer
No

Preparer

Firm
A Wisialko and Company LLC
Address
248 WASHINGTON STREET, WESTWOOD, MA 02090
Preparer
Matthew G Flynn
Phone
7813296175
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description AmountLIBRARY INCOME 2,595MINICOURSES 34,746MISCELLANEOUS REVENUE 250”

List of grants and similar amounts paid Part I line 10

“Activity PROFESSIONAL DEVELOPMENT Grantee DANIELLE MURRAY Relationship NONE”

Description of other expenses Part I line 16

“Description AmountADMINISTRATION EXPENSES 1,9415TH GRADE EXPENSES 4,716FACULTY EXPENSES 12,329LIBRARY EXPENSES 2,586PROGRAM SERVICES AND EXPENSES 32,430PARENTS PROGRAMS 551CLASSROOM SUPPLIES AND EXPENSE 318MINICOURSE REIMBURSEMENTS 19,184”

Raw XML Appendix189 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/USAddress/CityNm0WESTWOOD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
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IRS990EZ/LandAndBuildingsGrp/EOYAmt00
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IRS990EZ/MembershipDuesAmt07799
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesEOYAmt073982
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARY JASON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KATY E DIMARE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KRISTEN DONAHUE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PRISCILLA STEPHAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KRISTEN GAUTREAU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KIRSTEN BULGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CLERK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3ASST CLERK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5ASST TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt074055
IRS990EZ/OtherRevenueTotalAmt037591
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PTO FOR LOCAL ELEMENTARY SCHOOL
IRS990EZ/PrintingPublicationsPostageAmt013
IRS990EZ/ProgramServiceRevenueAmt01118
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt072785
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
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IRS990EZ/SpecialEventsDirectExpensesAmt010531
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IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt097777
IRS990EZ/TotalProgramServiceExpensesAmt072785
IRS990EZ/TotalRevenueAmt069067
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.WESTWOOD.K12.MA.US
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt07799
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt09110
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt043184
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt015
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt014
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt07
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt044
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt071784
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt069148
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt024676
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt086026
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0312205
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt015
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt04
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt044
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt0355389
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0355433
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0NIGHT OUT
IRS990ScheduleG/LicensedStatesCd0MA
IRS990ScheduleG/SolicitationOfNonGovtGrantsInd0X
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountLIBRARY INCOME 2,595MINICOURSES 34,746MISCELLANEOUS REVENUE 250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity PROFESSIONAL DEVELOPMENT Grantee DANIELLE MURRAY Relationship NONE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountADMINISTRATION EXPENSES 1,9415TH GRADE EXPENSES 4,716FACULTY EXPENSES 12,329LIBRARY EXPENSES 2,586PROGRAM SERVICES AND EXPENSES 32,430PARENTS PROGRAMS 551CLASSROOM SUPPLIES AND EXPENSE 318MINICOURSE REIMBURSEMENTS 19,184
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other expenses Part I line 16
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0KRISTEN GAUTREAU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07813267500
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARTHA JONES SCHOOL PTO INC
ReturnHeader/Filer/BusinessNameControlTxt0MART
ReturnHeader/Filer/EIN0452374827
ReturnHeader/Filer/USAddress/AddressLine1Txt080 MARTHA JONES ROAD
ReturnHeader/Filer/USAddress/CityNm0WESTWOOD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002090
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461598908
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0A WISIALKO AND COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0248 WASHINGTON STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WESTWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002090
ReturnHeader/PreparerPersonGrp/PhoneNum07813296175
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW G FLYNN
ReturnHeader/ReturnTs02024-11-15T09:35:53-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-08-01
ReturnHeader/TaxPeriodEndDt02024-07-31
ReturnHeader/TaxYr02023

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