Civic Intelligence

Luther School Organization

EIN 52-2403147 • 501(c)3 • Swansea, MA

Pub. 78 Eligible990-N Coverage

Profile

A. To establish and improve communication between home and school b. To involve parents to as great a degree as possible in the total education program c. To promote quality educational growth to as high a degree as possible

100 Pearse RoadSwansea, MA 02777

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2019

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2019

Net Margin

37th percentile

-4.3%

Higher net margin than 37% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2019

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 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Assets

Down

$10,167

Down $7,068 (-41%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$10,167

Down $7,068 (-41%) from 2013

Revenue

Down

$21,803

Down $9,908 (-31%) from 2013

Expenses

Down

$22,749

Down $12,738 (-36%) from 2013

Net Income

Up

-$946

Up $2,830 (+75%) from 2013

Trend Graphs

Balance Sheet Trend

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

$20K$15K$10K$5.0K$0Assets 2013: $17,235Net Assets 2013: $17,2352013Assets 2019: $10,167Net Assets 2019: $10,1672019

Highlighted filing

2019

Assets$10,167
Liabilities-
Net Assets$10,167

Operations Trend

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

$40K$30K$20K$10K$0-$10KRevenue 2013: $31,711Expenses 2013: $35,487Net Income 2013: -$3,7762013Revenue 2019: $21,803Expenses 2019: $22,749Net Income 2019: -$9462019

Highlighted filing

2019

Revenue$21,803
Expenses$22,749
Net Income-$946

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Sep 9, 2019
Return Version
2018v3.1
Gross Receipts
$54,476
Mission and Program Overview

Mission

A. To establish and improve communication between home and school b. To involve parents to as great a degree as possible in the total education program c. To promote quality educational growth to as high a degree as possible

Program Services

DescriptionGrantsExpenses
WE PROVIDED EDUCATIONAL SUPPLIES AND EXPERIENCES TO THE 250 STUDENTS IN GRADES 3,4 AND 5 AT LUTHER ELEMENTARY SCHOOL. WE SUSIDIZED FIELD TRIPS, REIMBURSED TEACHERS FOR SOME EXPENSES, SOLD YEARBOOKS, HAD A TEACHER LUNCH, SOLD SPIRIT WEAR, SPONSORED A WRITING ASSEMBLY, HELD PARENT/CHILD EVENTS AND HELD A CARNIVAL DAY.-$13,290
TO PROMOTE LEARNING OUTSIDE THE CLASSROOM WE PAID FOR A FIELD TRIP FOR EACH GRADE. 250 STUDENTS BENEFIT.-$4,651
WE PAID FOR 20 CHROMEBOOKS SO THE STUDENTS HAVE THE TECHNOLOGY THEY NEED TO LEARN.-$4,554
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHY BARTOGAPresident-$0--
LISA GRAHAMTreasurer-$0--
MELISSA RAPOSAVice Preside-$0--
BONNIE OAGLESSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gift Cards$29,845$29,845$29,575$270
Total Events$29,845$29,845$29,575$270
Filing and Contact Details

Filer

Filer Name
Luther School Organization
EIN
52-2403147
Phone
5086757499
Address
100 PEARSE ROAD, SWANSEA, MA 02777

Signing Officer

Name
Lisa Graham
Title
Treasurer
Phone
5086757499
Signed
2019-09-09
Discuss with paid preparer
Yes

Preparer

Firm
Norman & Graham Pc
Address
452 WILBUR AVE, SWANSEA, MA 02777-2428
Preparer
Dana R Norman
Phone
5086768561
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I

Line 6 - this income was generated entirely by volunteers

Form 990-ez, Part I, Line 16

Expenses 5th grade tshirts 638 book fairs 5,133 student events 986 carnival day 2,185 miscellaneous 780 teacher allotments 1,208 yearbooks 2,136 field trips 4,651 author program 350 field day 103 spirit wear 25 chromebooks 4,554 total 22,749

Form 990-ez, Part III

A. To establish and improve communication between home and school b. To involve parents to as great a degree as possible in the total education program c. To promote quality educational growth to as high a degree as possible

Form 990-ez, Part III, Line 31

We provided educational supplies and experiences to the 250 students in grades 3,4 and 5 at luther elementary school. We susidized field trips, reimbursed teachers for some expenses, sold yearbooks, had a teacher lunch, sold spirit wear, sponsored a writing assembly, held parent/child events and held a carnival day.

Raw XML Appendix163 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/InfoInScheduleOPartIIIInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MELISSA RAPOSA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BONNIE OAGLES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt022749
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0A. TO ESTABLISH AND IMPROVE COMMUNICATION BETWEEN HOME AND SCHOOL B. TO INVOLVE PARENTS TO AS GREAT A DEGREE AS POSSIBLE IN THE TOTAL EDUCATION PROGRAM C. TO PROMOTE QUALITY EDUCATIONAL GROWTH TO AS HIGH A DEGREE AS POSSIBLE
IRS990EZ/ProgramServiceRevenueAmt011592
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROMOTE LEARNING OUTSIDE THE CLASSROOM WE PAID FOR A FIELD TRIP FOR EACH GRADE. 250 STUDENTS BENEFIT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1WE PAID FOR 20 CHROMEBOOKS SO THE STUDENTS HAVE THE TECHNOLOGY THEY NEED TO LEARN.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2WE PROVIDED EDUCATIONAL SUPPLIES AND EXPERIENCES TO THE 250 STUDENTS IN GRADES 3,4 AND 5 AT LUTHER ELEMENTARY SCHOOL. WE SUSIDIZED FIELD TRIPS, REIMBURSED TEACHERS FOR SOME EXPENSES, SOLD YEARBOOKS, HAD A TEACHER LUNCH, SOLD SPIRIT WEAR, SPONSORED A WRITING ASSEMBLY, HELD PARENT/CHILD EVENTS AND HELD A CARNIVAL DAY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04651
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14554
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt213290
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt03645
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt06566
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LINE 6 - THIS INCOME WAS GENERATED ENTIRELY BY VOLUNTEERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES 5TH GRADE TSHIRTS 638 BOOK FAIRS 5,133 STUDENT EVENTS 986 CARNIVAL DAY 2,185 MISCELLANEOUS 780 TEACHER ALLOTMENTS 1,208 YEARBOOKS 2,136 FIELD TRIPS 4,651 AUTHOR PROGRAM 350 FIELD DAY 103 SPIRIT WEAR 25 CHROMEBOOKS 4,554 TOTAL 22,749
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A. TO ESTABLISH AND IMPROVE COMMUNICATION BETWEEN HOME AND SCHOOL B. TO INVOLVE PARENTS TO AS GREAT A DEGREE AS POSSIBLE IN THE TOTAL EDUCATION PROGRAM C. TO PROMOTE QUALITY EDUCATIONAL GROWTH TO AS HIGH A DEGREE AS POSSIBLE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3WE PROVIDED EDUCATIONAL SUPPLIES AND EXPERIENCES TO THE 250 STUDENTS IN GRADES 3,4 AND 5 AT LUTHER ELEMENTARY SCHOOL. WE SUSIDIZED FIELD TRIPS, REIMBURSED TEACHERS FOR SOME EXPENSES, SOLD YEARBOOKS, HAD A TEACHER LUNCH, SOLD SPIRIT WEAR, SPONSORED A WRITING ASSEMBLY, HELD PARENT/CHILD EVENTS AND HELD A CARNIVAL DAY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA GRAHAM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05086757499
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-09-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LUTHER SCHOOL ORGANIZATION
ReturnHeader/Filer/BusinessNameControlTxt0LUTH
ReturnHeader/Filer/EIN0522403147
ReturnHeader/Filer/PhoneNum05086757499
ReturnHeader/Filer/USAddress/AddressLine1Txt0100 PEARSE ROAD
ReturnHeader/Filer/USAddress/CityNm0SWANSEA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002777
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId02ECD5F2415C29E6F6C389B7D65DC4ABFDC558C3D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01EFC2CED23F079C9EED1B74F8A68CF0526FC1586
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02019-09-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm013:56:04
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0264026486
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NORMAN & GRAHAM PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0452 WILBUR AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SWANSEA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0027772428
ReturnHeader/PreparerPersonGrp/PhoneNum05086768561
ReturnHeader/PreparerPersonGrp/PreparationDt02019-09-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANA R NORMAN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-09-09T13:56:04-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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