Civic Intelligence

Richardson Olmsted School PTA

EIN 46-0969323 • 501(c)3 • North Easton, MA

Profile

EDUCATIONCHARITABLE

101 Lothrop StNorth Easton, MA 02356

www.easton.k12.ma.us/OLMSTEAD_RICHARSON

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 2023

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

13th percentile

-59%

Higher net margin than 13% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

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

15th percentile

-63%

Faster asset growth than 15% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

35th percentile

-16%

Faster revenue growth than 35% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$16,972

Down $3,183 (-16%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$16,972

Down $3,183 (-16%) from 2023

Revenue

Up

$74,416

Up $16,759 (+29%) from 2023

Expenses

Down

$77,599

Down $14,206 (-15%) from 2023

Net Income

Up

-$3,183

Up $30,965 (+91%) from 2023

Trend Graphs

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2013: $28,606Liabilities 2013: $02013Assets 2014: $18,476Liabilities 2014: $02014Assets 2015: $33,157Liabilities 2015: $02015Assets 2016: $23,321Liabilities 2016: $02016Assets 2017: $16,558Liabilities 2017: $02017Assets 2018: $16,037Liabilities 2018: $02018Assets 2019: $19,029Liabilities 2019: $02019Assets 2020: $39,707Liabilities 2020: $02020Assets 2021: $44,639Liabilities 2021: $02021Assets 2022: $54,285Liabilities 2022: $0Net Assets 2022: $54,2852022Assets 2023: $20,155Liabilities 2023: $0Net Assets 2023: $20,1552023Assets 2024: $16,972Liabilities 2024: $0Net Assets 2024: $16,9722024

Highlighted filing

2024

Assets$16,972
Liabilities$0
Net Assets$16,972

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2013: $58,783Expenses 2013: $85,416Net Income 2013: -$26,6332013Revenue 2014: $91,650Expenses 2014: $101,779Net Income 2014: -$10,1292014Revenue 2015: $129,099Expenses 2015: $113,418Net Income 2015: $15,6812015Revenue 2016: $114,945Expenses 2016: $124,780Net Income 2016: -$9,8352016Revenue 2017: $96,720Expenses 2017: $103,484Net Income 2017: -$6,7642017Revenue 2018: $79,636Expenses 2018: $80,157Net Income 2018: -$5212018Revenue 2019: $93,843Expenses 2019: $90,851Net Income 2019: $2,9922019Revenue 2020: $62,401Expenses 2020: $44,673Net Income 2020: $17,7282020Revenue 2021: $26,826Expenses 2021: $21,894Net Income 2021: $4,9322021Revenue 2022: $68,496Expenses 2022: $59,460Net Income 2022: $9,0362022Revenue 2023: $57,657Expenses 2023: $91,805Net Income 2023: -$34,1482023Revenue 2024: $74,416Expenses 2024: $77,599Net Income 2024: -$3,1832024

Highlighted filing

2024

Revenue$74,416
Expenses$77,599
Net Income-$3,183

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Aug 28, 2024
Return Version
2023v5.1
Gross Receipts
$128,181
Mission and Program Overview

Mission

EDUCATIONCHARITABLE

Program Services

DescriptionGrantsExpenses
ALL OTHER EXEMPT PURPOSES-$85,326
FIELD TRIPS, FIELD DAY & 5TH GRADE FAREWELL-$24,566
TEACHER APPRECIATION & TEACHER STIPENDS-$21,461
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RYAN JOHNSONPresidentPT$0--
TRISHA HELLENTreasurerPT$0--
JENNIFER BESTGENVice PresidentPT$0--
BRIDGET MALACHOWSKISecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Booster Thon$108,317$108,317$43,335$64,982
Book Fair$14,254$14,254$8,693$5,561
Total Events$122,571$122,571$52,028$70,543
Filing and Contact Details

Filer

Filer Name
Richardson Olmsted School Pta
EIN
46-0969323
Address
101 LOTHROP ST, NORTH EASTON, MA 02356

Signing Officer

Name
Trisha Hellen
Title
Co Treasurer
Phone
5083612036
Signed
2024-08-28
Discuss with paid preparer
Yes

Preparer

Firm
Paul Dion CPA
Address
22 West Streeet, Millbury, MA 01527
Preparer
Paul Dion
Phone
5088533292
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

Description amountmisc operating & technology 1,032non sufficient fund fees 8paypal fees 94water 1,3375th grade farewell and gift 2,947ace of clubs 420appreciation 9,898enrichment 422field day 3,984field trips 17,636good citizen 466principal discretion 1,220teacher lounge peace corner 1,814teacher reimbursement 9,750membership pass through 41playground improvement project 20,0005th grade farewell 3,743insurance 415ro spirit gear 2,363rounding 9

Raw XML Appendix188 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.

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IRS990EZ/ProgramServiceRevenueAmt0878
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTMISC OPERATING & TECHNOLOGY 1,032NON SUFFICIENT FUND FEES 8PAYPAL FEES 94WATER 1,3375TH GRADE FAREWELL AND GIFT 2,947ACE OF CLUBS 420APPRECIATION 9,898ENRICHMENT 422FIELD DAY 3,984FIELD TRIPS 17,636GOOD CITIZEN 466PRINCIPAL DISCRETION 1,220TEACHER LOUNGE PEACE CORNER 1,814TEACHER REIMBURSEMENT 9,750MEMBERSHIP PASS THROUGH 41PLAYGROUND IMPROVEMENT PROJECT 20,0005TH GRADE FAREWELL 3,743INSURANCE 415RO SPIRIT GEAR 2,363ROUNDING 9
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ReturnHeader/BuildTS02024-08-08 14:25:15Z
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ReturnHeader/Filer/EIN0460969323
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0813409565
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ReturnHeader/PreparerPersonGrp/PhoneNum05088533292
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Paul Dion
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ReturnHeader/ReturnTs02024-09-10T07:34:47-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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