Civic Intelligence

Roaring Brook School Parent Teacher

EIN 61-1556244 • 501(c)3 • Avon, CT

Profile

To encourange an exchange of ideas and information among educators, parents/guardians, and children through volunteer effors on committees, publications, and projects. To sponsor general meetings and activities to promote interest and awareness of the curriculum, physical plant, staff, and communite/to raise funds and provide programs, services, etc. To aid in the educational process.

30 Old Wheeler LaneAvon, CT 06001

rbspto.org

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 2025

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2025

Net Margin

57th percentile

5.3%

Higher net margin than 57% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

60th percentile

3.4%

Faster asset growth than 60% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

45th percentile

-7.0%

Faster revenue growth than 45% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$188,726

Up $6,148 (+3.4%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$188,726

Up $6,148 (+3.4%) from 2024

Revenue

Down

$115,761

Down $8,732 (-7.0%) from 2024

Expenses

Up

$109,613

Up $4,076 (+3.9%) from 2024

Net Income

Down

$6,148

Down $12,808 (-68%) from 2024

Trend Graphs

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2011: $44,407Net Assets 2011: $44,4072011Assets 2012: $77,821Liabilities 2012: $645Net Assets 2012: $77,1762012Assets 2013: $157,301Net Assets 2013: $157,3012013Assets 2014: $84,164Net Assets 2014: $84,1642014Assets 2015: $82,982Net Assets 2015: $82,9822015Assets 2016: $78,632Net Assets 2016: $78,6322016Assets 2017: $88,302Net Assets 2017: $88,3022017Assets 2018: $79,324Net Assets 2018: $79,3242018Assets 2019: $87,908Net Assets 2019: $87,9082019Assets 2020: $106,504Net Assets 2020: $106,5042020Assets 2022: $123,057Net Assets 2022: $123,0572022Assets 2023: $163,622Net Assets 2023: $163,6222023Assets 2024: $182,578Net Assets 2024: $182,5782024Assets 2025: $188,726Net Assets 2025: $188,7262025

Highlighted filing

2025

Assets$188,726
Liabilities-
Net Assets$188,726

Operations Trend

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

$200K$100K$0-$100KRevenue 2011: $48,525Expenses 2011: $53,711Net Income 2011: -$5,1862011Revenue 2012: $67,430Expenses 2012: $34,661Net Income 2012: $32,7692012Revenue 2013: $128,234Expenses 2013: $48,109Net Income 2013: $80,1252013Revenue 2014: -$36,035Expenses 2014: $37,102Net Income 2014: -$73,1372014Revenue 2015: $31,425Expenses 2015: $32,607Net Income 2015: -$1,1822015Revenue 2016: $15,484Expenses 2016: $19,938Net Income 2016: -$4,4542016Revenue 2017: $67,571Expenses 2017: $58,901Net Income 2017: $8,6702017Revenue 2018: $80,808Expenses 2018: $89,786Net Income 2018: -$8,9782018Revenue 2019: $42,974Expenses 2019: $34,390Net Income 2019: $8,5842019Revenue 2020: $41,178Expenses 2020: $22,583Net Income 2020: $18,5952020Revenue 2022: $44,461Expenses 2022: $22,104Net Income 2022: $22,3572022Revenue 2023: $102,583Expenses 2023: $62,018Net Income 2023: $40,5652023Revenue 2024: $124,493Expenses 2024: $105,537Net Income 2024: $18,9562024Revenue 2025: $115,761Expenses 2025: $109,613Net Income 2025: $6,1482025

Highlighted filing

2025

Revenue$115,761
Expenses$109,613
Net Income$6,148

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.89$1.89$1.16$1.10$0.06
2024Detailed filing. Detailed filing data is available for this year.$1.83$1.83$1.24$1.06$0.19
2023Detailed filing. Detailed filing data is available for this year.$1.64$1.64$1.03$0.62$0.41
2022Detailed filing. Detailed filing data is available for this year.$1.23$1.23$0.44$0.22$0.22
2020Detailed filing. Detailed filing data is available for this year.$1.07$1.07$0.41$0.23$0.19
2019Detailed filing. Detailed filing data is available for this year.$0.88$0.88$0.43$0.34$0.09
2018Detailed filing. Detailed filing data is available for this year.$0.79$0.79$0.81$0.90$0.09
2017Detailed filing. Detailed filing data is available for this year.$0.88$0.88$0.68$0.59$0.09
2016Detailed filing. Detailed filing data is available for this year.$0.79$0.79$0.15$0.20$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.83$0.83$0.31$0.33$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.84$0.84$0.36$0.37$0.73
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.57$1.57$1.28$0.48$0.80
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.78$0.01$0.77$0.67$0.35$0.33
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.44$0.44$0.49$0.54$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jan 8, 2026
Return Version
2024v5.0
Gross Receipts
$125,088
Mission and Program Overview

Mission

To encourange an exchange of ideas and information among educators, parents/guardians, and children through volunteer effors on committees, publications, and projects. To sponsor general meetings and activities to promote interest and awareness of the curriculum, physical plant, staff, and communite/to raise funds and provide programs, services, etc. To aid in the educational process.

Program Services

DescriptionGrantsExpenses
PROVIDE SUPPLEMENTAL FUNDS FOR STUDENT ACTIVITIES.-$82,399
PROVIDE TEACHERS WITH SUPPLEMENTAL FUNDS FOR EDUCATIONAL PURPOSES.-$10,949
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY WALLACECo-President-$0--
YVONNE MILLEACo President-$0--
JENNA GRAY1st V.Presid-$0--
KRISTEN GIBBSCo 2nd V.Pre-$0--
KELLY NATTRASSCo-2nd V. Pr-$0--
SARAH WELDETreasurer-$0--
KATIE LINERCo Correspon-$0--
LIZ RICHARDCo Correspon-$0--
KAREN GALIZIACo-Recording-$0--
KRISTEN FOSSCo-Recording-$0--
SARA VERGECo Enrichmen-$0--
JOANNE FROMMCo Enrichmen-$0--
KAYLEIGH CONRADAppreciation-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Book Fair$7,591$7,591$955$6,636
Total Events$7,591$7,591$955$6,636
Filing and Contact Details

Filer

Filer Name
Roaring Brook School Parent Teacher
EIN
61-1556244
Phone
2034709695
Address
30 OLD WHEELER LANE, AVON, CT 06001

Signing Officer

Name
Sarah Welde
Title
Treasurer
Phone
8604044810
Signed
2026-01-08
Discuss with paid preparer
Yes

Preparer

Firm
Budwitz & Meyerjack Pc
Address
322 MAIN ST, FARMINGTON, CT 06032
Preparer
Scott Burleigh CPA
Phone
8606774697
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses supplies 5,039 konstella 293 quickbooks fees 80 insurance 688 faculty funds 5,475 staff appreciation 5,474 student actvities 21,911 bbb expenses 13,946 new initiatives 7 misc 801 display window & cases 141 pto membership 50 school play concessions 992 school play rbs 6,186 bingo night 656 fall social 1,046 trunk or treat 411 school play salaries 10,238 enrichment programs 30,340 dove award winner expense 252 fun run expense 4,560 total 108,586

Form 990-ez, Part III

To encourange an exchange of ideas and information among educators, parents/guardians, and children through volunteer effors on committees, publications, and projects. To sponsor general meetings and activities to promote interest and awareness of the curriculum, physical plant, staff, and communite/to raise funds and provide programs, services, etc. To aid in the educational process.

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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/PrimaryExemptPurposeTxt0TO ENCOURANGE AN EXCHANGE OF IDEAS AND INFORMATION AMONG EDUCATORS, PARENTS/GUARDIANS, AND CHILDREN THROUGH VOLUNTEER EFFORS ON COMMITTEES, PUBLICATIONS, AND PROJECTS. TO SPONSOR GENERAL MEETINGS AND ACTIVITIES TO PROMOTE INTEREST AND AWARENESS OF THE CURRICULUM, PHYSICAL PLANT, STAFF, AND COMMUNITE/TO RAISE FUNDS AND PROVIDE PROGRAMS, SERVICES, ETC. TO AID IN THE EDUCATIONAL PROCESS.
IRS990EZ/PrintingPublicationsPostageAmt0277
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE SUPPLEMENTAL FUNDS FOR STUDENT ACTIVITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE TEACHERS WITH SUPPLEMENTAL FUNDS FOR EDUCATIONAL PURPOSES.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES SUPPLIES 5,039 KONSTELLA 293 QUICKBOOKS FEES 80 INSURANCE 688 FACULTY FUNDS 5,475 STAFF APPRECIATION 5,474 STUDENT ACTVITIES 21,911 BBB EXPENSES 13,946 NEW INITIATIVES 7 MISC 801 DISPLAY WINDOW & CASES 141 PTO MEMBERSHIP 50 SCHOOL PLAY CONCESSIONS 992 SCHOOL PLAY RBS 6,186 BINGO NIGHT 656 FALL SOCIAL 1,046 TRUNK OR TREAT 411 SCHOOL PLAY SALARIES 10,238 ENRICHMENT PROGRAMS 30,340 DOVE AWARD WINNER EXPENSE 252 FUN RUN EXPENSE 4,560 TOTAL 108,586
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO ENCOURANGE AN EXCHANGE OF IDEAS AND INFORMATION AMONG EDUCATORS, PARENTS/GUARDIANS, AND CHILDREN THROUGH VOLUNTEER EFFORS ON COMMITTEES, PUBLICATIONS, AND PROJECTS. TO SPONSOR GENERAL MEETINGS AND ACTIVITIES TO PROMOTE INTEREST AND AWARENESS OF THE CURRICULUM, PHYSICAL PLANT, STAFF, AND COMMUNITE/TO RAISE FUNDS AND PROVIDE PROGRAMS, SERVICES, ETC. TO AID IN THE EDUCATIONAL PROCESS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
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ReturnHeader/PreparerPersonGrp/PreparationDt02026-01-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT BURLEIGH CPA
ReturnHeader/ReturnTs02026-01-28T09:57:38-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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