Civic Intelligence

PTA Massachusetts Parent Teacher Association Inc

990EZ • Fiscal year 2017 • EIN 71-0954148

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 06, 2017

Organization Profileforestdaleschoolpta.org
260 Quaker Meeting House RoadEast Sandwich, MA 02537

(508) 477-1555

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

81st percentile

25%

Higher net margin than 81% of similar nonprofits.

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

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.

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

Asset Growth

72nd percentile

20%

Faster asset growth than 72% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2017

Revenue Growth

8th percentile

-54%

Faster revenue growth than 8% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$26,300

Up $3,673 (+16%) from 2016

Net Assets

$26,300

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin81st percentile

Revenue

Down

$14,303

Down $13,123 (-48%) from 2016

Expenses

Down

$10,705

Down $8,381 (-44%) from 2016

Net Income

Down

$3,598

Down $4,742 (-57%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

2017

Assets$26,300
Liabilities$0
Net Assets$26,300
Open 2017 Filing

Operations Trend

Revenue Growth8th percentile

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

2017

Revenue$14,303
Expenses$10,705
Net Income$3,598
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 6, 2017
Return Version
2016v3.0
Gross Receipts
$134,746
Mission and Program Overview

Mission

ToservethechildrenandfamiliesoftheForestdaleandOakRidgeSchoolsinSandwichbyprovidingeventsandfundraisingopportunitiestosupporttheeducationalneedsofthechildrenofthoseschools.

Provide educational support to teachers, students, and parents

Program Services

DescriptionGrantsExpenses
SUPPORT ENRICHMENT & EDUCATIION FOR ALL STUDENTS, PARENTS,AND TEACHERS AT THE FORESTDALE SCHOOL$120,443-
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HEATHER SWETTPresident-$0--
MELANIE HELLERSecretary-$0--
KERRY MCMULLINTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$129,445$129,445$120,443$9,002
Total Events$129,445$129,445$120,443$9,002
Filing and Contact Details

Filer

Filer Name
Sandwich Elementary Pta Inc
EIN
71-0954148
Phone
5084771555
Address
260 QUAKER MEETING HOUSE ROAD, EAST SANDWICH, MA 02537

Signing Officer

Name
Kerry Mcmullin
Title
Treasurer
Signed
2017-10-06
Discuss with paid preparer
Yes

Preparer

Firm
Carlson & Associates
Address
90 Route 6A, Sandwich, MA 02563
Preparer
Antoinette L Gleason EA
Phone
5088881100
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $400”

Other Expenses.1002

“Office Expenses $100”

Other Expenses.1

“CARRYOVER $6113”

Other Expenses.2

“MEMBERSHIP EXPENSE $1373”

Other Expenses.3

“LIFE FUND $1203”

Other Expenses.4

“FREEZER $250”

Other Expenses.5

“BANK CHARGES $234”

Other Expenses.6

“Volunteer appreciation $164”

Other Expenses.7

“PRESIDENT FUND $58”

Raw XML Appendix144 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/PersonNm0KERRY MCMULLIN
IRS990EZ/BooksInCareOfDetail/PhoneNum05084771555
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0133 ROUTE 130
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FORESTDALE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002644
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt022702
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt026300
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02088
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03598
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0810
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt022702
IRS990EZ/Form990TotalAssetsGrp/EOYAmt026300
IRS990EZ/FundraisingGrossIncomeAmt0129445
IRS990EZ/GrossReceiptsAmt0134746
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt03213
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt022702
IRS990EZ/NetAssetsOrFundBalancesEOYAmt026300
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt022702
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt026300
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0HEATHER SWETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MELANIE HELLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KERRY MCMULLIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt09895
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE EDUCATIONAL SUPPORT TO TEACHERS, STUDENTS, AND PARENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORT ENRICHMENT & EDUCATIION FOR ALL STUDENTS, PARENTS,AND TEACHERS AT THE FORESTDALE SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0120443
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0120443
IRS990EZ/SpecialEventsNetIncomeLossAmt09002
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt010705
IRS990EZ/TotalProgramServiceExpensesAmt0120443
IRS990EZ/TotalRevenueAmt014303
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0forestdaleschoolpta.org
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02088
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02088
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt02088
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02088
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02088
IRS990ScheduleA/TotalSupportAmt02088
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0120443
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0129445
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0129445
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0129445
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0129445
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt09002
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0120443
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0120443
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CARRYOVER $6113
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MEMBERSHIP EXPENSE $1373
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4LIFE FUND $1203
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FREEZER $250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BANK CHARGES $234
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7VOLUNTEER APPRECIATION $164
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PRESIDENT FUND $58
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KERRY MCMULLIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SANDWICH ELEMENTARY PTA INC
ReturnHeader/Filer/BusinessNameControlTxt0SAND
ReturnHeader/Filer/EIN0710954148
ReturnHeader/Filer/PhoneNum05084771555
ReturnHeader/Filer/USAddress/AddressLine1Txt0260 QUAKER MEETING HOUSE ROAD
ReturnHeader/Filer/USAddress/CityNm0EAST SANDWICH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002537
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Carlson & Associates
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt090 Route 6A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sandwich
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002563
ReturnHeader/PreparerPersonGrp/PhoneNum05088881100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Antoinette L Gleason EA
ReturnHeader/ReturnTs02017-10-06T10:19:59-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$26,300
Liabilities
$0
Net assets
$26,300
Revenue
$14,303
Expenses
$10,705
Net income
$3,598
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