Civic Intelligence

Martha Jones School PTO Inc.

990EZ • Fiscal year 2017 • EIN 45-2374827

Aug 01, 2016 to Jul 31, 2017 • Filed on Dec 12, 2017

80 Martha Jones RoadWestwood, MA 02090

(781) 326-7500

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

64th percentile

11%

Higher net margin than 64% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

51st percentile

3.0%

Faster asset growth than 51% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

38th percentile

-6.8%

Faster revenue growth than 38% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$69,856

Up $2,011 (+3.0%) from 2016

Net Assets

Up

$69,856

Up $2,011 (+3.0%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$85,317

Down $6,176 (-6.8%) from 2016

Expenses

Down

$76,246

Down $551 (-0.7%) from 2016

Net Income

Down

$9,071

Down $5,625 (-38%) from 2016

Historical Trend

Balance Sheet Trend

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

$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

2017

Assets$69,856
Liabilities$0
Net Assets$69,856

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$85,317
Expenses$76,246
Net Income$9,071
Jump To
Filing Snapshot
Filing Period
Aug 1, 2016 to Jul 31, 2017
Signed
Dec 12, 2017
Return Version
2016v3.0
Gross Receipts
$116,551
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$7,250$100,230
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMY SESSELMANCo-PresidentPT$0--
KATHRYN E TRAVERSTreasurerPT$0--
ERICA HOWECo-ClerkPT$0--
MEGAN BRENKClerkPT$0--
DEBRA E KELLYPresidentPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Night Out$14,271$14,271$1,217$13,054
Total Events$56,525$56,525$31,234$25,291
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
Kathryn E Travers
Title
Treasurer
Phone
7813267500
Signed
2017-12-12
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 8,924MINICOURSES 34,913OTHER REVENUE 1,786

List of grants and similar amounts paid Part I line 10

Activity VARIOUS Grantee VARIOUS Relationship NONE Amount 6,250Activity SCHOLARSHIP AWARD Relationship NONE Amount 1,000

Description of other expenses Part I line 16

Description AmountADMINISTRATION EXPENSES 2,515OTHER EXPENSES 2,059FACULTY EXPENSES 7,159LIBRARY EXPENSES 9,417PROGRAM SERVICES AND EXPENSES 47,346

Other changes in net assets or fund balances Part I line 20

Description AmountPRIOR PERIOD ADJ (7,060)

Raw XML Appendix190 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/PersonNm0KATHRYN E TRAVERS
IRS990EZ/BooksInCareOfDetail/PhoneNum07813267500
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0142 ALDER ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WESTWOOD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0020903403
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt067845
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt069856
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt04471
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt09071
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0500
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt067845
IRS990EZ/Form990TotalAssetsGrp/EOYAmt069856
IRS990EZ/FundraisingGrossIncomeAmt056525
IRS990EZ/GrantsAndSimilarAmountsPaidAmt07250
IRS990EZ/GrossReceiptsAmt0116551
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt08245
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt067845
IRS990EZ/NetAssetsOrFundBalancesEOYAmt069856
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt067845
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt069856
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAMY SESSELMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KATHRYN E TRAVERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ERICA HOWE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MEGAN BRENK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DEBRA E KELLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CO-CLERK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CLERK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt0-7060
IRS990EZ/OtherExpensesTotalAmt068496
IRS990EZ/OtherRevenueTotalAmt045623
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PTO FOR LOCAL ELEMENTARY SCHOOL
IRS990EZ/ProgramServiceRevenueAmt01685
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO ENHANCE AND SUPPORT THE EDUCATIONAL EXPERIENCE AT MARTHA JONES SCHOOL AND DEVELOP A CLOSER CONNECTION BETWEEN SCHOOL AND HOME BY ENCOURAGING PARENT INVOLVEMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt07250
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0100230
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt031234
IRS990EZ/SpecialEventsNetIncomeLossAmt025291
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt076246
IRS990EZ/TotalProgramServiceExpensesAmt0100230
IRS990EZ/TotalRevenueAmt085317
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.WESTWOOD.K12.MA.US
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt011726
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt012756
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt024482
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt04
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01685
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt03078
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt04763
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt0103141
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt0112755
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0215896
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt04
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0245141
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0116552
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0128589
IRS990ScheduleA/Total509Grp/TotalAmt0245141
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0116554
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0128591
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0245145
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt031234
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0NIGHT OUT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt014271
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt042254
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt056525
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt014271
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt042254
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt056525
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt025291
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt030017
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt031234
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01217
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt09
IRS990ScheduleG/LicensedStatesCd0MA
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountLIBRARY INCOME 8,924MINICOURSES 34,913OTHER REVENUE 1,786
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity VARIOUS Grantee VARIOUS Relationship NONE Amount 6,250Activity SCHOLARSHIP AWARD Relationship NONE Amount 1,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountADMINISTRATION EXPENSES 2,515OTHER EXPENSES 2,059FACULTY EXPENSES 7,159LIBRARY EXPENSES 9,417PROGRAM SERVICES AND EXPENSES 47,346
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description AmountPRIOR PERIOD ADJ (7,060)
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other changes in net assets or fund balances Part I line 20
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHRYN E TRAVERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07813267500
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-12-12
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
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DAC3B4259D04BF7C6867EDA3A82233D157FB6D0E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DAC3B4259D04BF7C6867EDA3A82233D157FB6D0E
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId00405222017346nemnrra
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-12-12
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.7.96.39
ReturnHeader/FilingSecurityInformation/IPDt02017-12-13
ReturnHeader/FilingSecurityInformation/IPTm016:31:08
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/PreparationDt02017-12-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW G FLYNN
ReturnHeader/ReturnTs02017-12-13T13:27:22-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-08-01
ReturnHeader/TaxPeriodEndDt02017-07-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings