Civic Intelligence

PTA Massachusetts Parent Teacher Association Inc

990 • Fiscal year 2014 • EIN 71-0954148

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 28, 2014

151 Route 130 PO Box 676East Sandwich, MA 02644

(508) 477-6600

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

54th percentile

4.7%

Higher net margin than 54% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

65th percentile

12%

Faster asset growth than 65% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

62nd percentile

10%

Faster revenue growth than 62% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$24,130

Up $2,605 (+12%) from 2013

Net Assets

Up

$24,130

Up $2,605 (+12%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Up

$55,857

Up $5,253 (+10%) from 2013

Expenses

Down

$53,252

Down $6,147 (-10%) from 2013

Net Income

Up

$2,605

Up $11,400 (+130%) from 2013

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2010: $24,029Liabilities 2010: $0Net Assets 2010: $24,0292010Assets 2011: $27,021Liabilities 2011: $0Net Assets 2011: $27,0212011Assets 2012: $30,320Liabilities 2012: $0Net Assets 2012: $30,3202012Assets 2013: $21,525Liabilities 2013: $0Net Assets 2013: $21,5252013Assets 2014: $24,130Liabilities 2014: $0Net Assets 2014: $24,1302014Assets 2015: $18,237Liabilities 2015: $0Net Assets 2015: $18,2372015Assets 2016: $22,627Liabilities 2016: $02016Assets 2017: $26,300Liabilities 2017: $0Net Assets 2017: $26,3002017Assets 2018: $24,037Liabilities 2018: $02018Assets 2019: $44,407Liabilities 2019: $02019Assets 2020: $82,199Liabilities 2020: $02020Assets 2021: $112,763Liabilities 2021: $02021Assets 2022: $150,882Liabilities 2022: $0Net Assets 2022: $150,8822022Assets 2023: $191,964Liabilities 2023: $0Net Assets 2023: $191,9642023Assets 2024: $190,486Liabilities 2024: $0Net Assets 2024: $190,4862024

Highlighted filing

2014

Assets$24,130
Liabilities$0
Net Assets$24,130

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KExpenses 2010: $47,7412010Expenses 2011: $49,3252011Expenses 2012: $56,5672012Revenue 2013: $50,604Expenses 2013: $59,399Net Income 2013: -$8,7952013Revenue 2014: $55,857Expenses 2014: $53,252Net Income 2014: $2,6052014Revenue 2015: $68,295Expenses 2015: $74,188Net Income 2015: -$5,8932015Revenue 2016: $27,426Expenses 2016: $19,086Net Income 2016: $8,3402016Revenue 2017: $14,303Expenses 2017: $10,705Net Income 2017: $3,5982017Revenue 2018: $40,515Expenses 2018: $42,778Net Income 2018: -$2,2632018Revenue 2019: $56,074Expenses 2019: $35,704Net Income 2019: $20,3702019Revenue 2020: $74,252Expenses 2020: $36,460Net Income 2020: $37,7922020Revenue 2021: $57,439Expenses 2021: $26,875Net Income 2021: $30,5642021Revenue 2022: $76,114Expenses 2022: $37,995Net Income 2022: $38,1192022Revenue 2023: $81,587Expenses 2023: $40,505Net Income 2023: $41,0822023Revenue 2024: $129,741Expenses 2024: $131,219Net Income 2024: -$1,4782024

Highlighted filing

2014

Revenue$55,857
Expenses$53,252
Net Income$2,605
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 28, 2014
Return Version
2013v3.1
Gross Receipts
$55,857
Mission and Program Overview

Mission

ToservethechildrenandfamiliesoftheForestdaleandOakRidgeSchoolsinSandwichbyprovidingeventsandfundraisingopportunitiestosupporttheeducationalneedsofthechildrenofthoseschools.

Provide educational support to teachers, students, and parents

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$11,185$11,196▲ $11
Cash and Non-Interest-Bearing Accounts$4,514$8,481▲ $3,967
Inventories for Sale or Use$5,826$4,453▼ $1,373
Total Assets$21,525$24,130▲ $2,605
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$21,525$24,130▲ $2,605
Total Net Assets Fund Balance$21,525$24,130▲ $2,605
Total Liabilities and Net Assets / Fund Balance$21,525$24,130▲ $2,605
Compensation and Service Providers

Board Members and Trustees

NameTitle
Beth Cummings-omanPresident
Allison LisetBulletinboar
Laurie TompkinsCommunicatio
Sheri ProftCommunicatio
Heather SwettCurriculmgra
Melanie WestCurriculmgra
Rhonda RodgersLibrary Liai
Alison HustedSecretary
Jennifer HartTreasurer
Tara KilduffVolunteercoo
Revenue and Support

Revenue Composition

Contributions and Grants
$1,443
Program Service Revenue
$0
Investment Income
$11
Other Revenue
$54,403
All Other Contributions
$148
Change in Net Assets
$2,605
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$53,252
Total Fundraising Expense$25,076
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$5,400$1,176$7,068$13,644
Other Expenses$19,777-$4,045$4,045
Office Expenses-$1,256-$1,256
Insurance-$345-$345
Conferences and Meetings-$222-$222
Total Functional Expenses$25,177$2,999$25,076$53,252
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$54,403
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$54,403$54,403-$54,403
Total Events$54,403$54,403-$54,403
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

Form 990 is reviewed by the treasurer.

Form 990, Page 6, Part VI, Line 19

Documents are available to the public at the business office.

Filing and Contact Details

Filer

EIN
71-0954148

Signing Officer

Name
Jennifer Hart
Title
Treasurer
Signed
2014-10-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jennifer Hart
Formed
1992
Legal Domicile
Ma
Voting Board Members
10
Independent Board Members
10
Employees
0

Preparer

Preparer
John R Tonello
Phone
5088885993
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

Field day 2,746 0 0 outdoor movie night 0 0 1,529 school spiritwear 0 0 1,519 fall 5k expenses 0 0 1,462 halloween costmue party 0 0 1,313 teacher appreciation 1,211 0 0 art history 721 0 0 membership - ma pta 0 616 0 lego club 0 0 470 5th & 6th grade social 0 0 460 stem academy social event 404 0 0 water - nurse's office 0 275 0 constant contact 0 231 0 custodian gifts 200 0 0 talent show 0 0 187 box top expense 0 0 128 miscellaneous 118 0 0 filing fees 0 54 0

Raw XML Appendix312 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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IRS990/Form990PartVIISectionAGrp/TitleTxt5CURRICULMGRA
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IRS990/Form990PartVIISectionAGrp/TitleTxt7CURRICULMGRA
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS REVIEWED BY THE TREASURER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DOCUMENTS ARE AVAILABLE TO THE PUBLIC AT THE BUSINESS OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FIELD DAY 2,746 0 0 OUTDOOR MOVIE NIGHT 0 0 1,529 SCHOOL SPIRITWEAR 0 0 1,519 FALL 5K EXPENSES 0 0 1,462 HALLOWEEN COSTMUE PARTY 0 0 1,313 TEACHER APPRECIATION 1,211 0 0 ART HISTORY 721 0 0 MEMBERSHIP - MA PTA 0 616 0 LEGO CLUB 0 0 470 5TH & 6TH GRADE SOCIAL 0 0 460 STEM ACADEMY SOCIAL EVENT 404 0 0 WATER - NURSE'S OFFICE 0 275 0 CONSTANT CONTACT 0 231 0 CUSTODIAN GIFTS 200 0 0 TALENT SHOW 0 0 187 BOX TOP EXPENSE 0 0 128 MISCELLANEOUS 118 0 0 FILING FEES 0 54 0
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ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-28
ReturnHeader/Filer/BusinessName/BusinessNameLine10FORESTDALE SCHOOL PTA INC
ReturnHeader/Filer/BusinessNameControlTxt0FORE
ReturnHeader/Filer/EIN0710954148
ReturnHeader/Filer/USAddress/AddressLine10151 ROUTE 130 PO BOX 676
ReturnHeader/Filer/USAddress/City0FORESTDALE
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode002644
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043254304
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10JOHN R TONELLO & COMPANY LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1043 FIELDWOOD DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0SAGAMORE BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0025622200
ReturnHeader/PreparerPersonGrp/PhoneNum05088885993
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN R TONELLO
ReturnHeader/ReturnTs02014-11-03T13:50:49-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$1.30$1.31$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.82$0.41$0.41
2022Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.76$0.38$0.38
2021Summary only. Only limited summary data is available for this year.$1.13$0.00$0.57$0.27$0.31
2020Summary only. Only limited summary data is available for this year.$0.82$0.00$0.74$0.36$0.38
2019Summary only. Only limited summary data is available for this year.$0.44$0.00$0.56$0.36$0.20
2018Summary only. Only limited summary data is available for this year.$0.24$0.00$0.41$0.43$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.14$0.11$0.04
2016Summary only. Only limited summary data is available for this year.$0.23$0.00$0.27$0.19$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.68$0.74$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.56$0.53$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.22$0.00$0.22$0.51$0.59$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.30$0.00$0.30$0.57
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.27$0.00$0.27$0.49
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.24$0.00$0.24$0.48