Civic Intelligence

South Elementary School PTA

990EZ • Fiscal year 2018 • EIN 80-0416044

Jul 01, 2017 to Jun 30, 2018 • Filed on May 15, 2019

Organization ProfileN/A
178 Bourne RoadPlymouth, MA 02360

(508) 830-4390

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

81st percentile

26%

Higher net margin than 81% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

80th percentile

35%

Faster asset growth than 80% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

99th percentile

610%

Faster revenue growth than 99% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$38,403

Up $9,914 (+35%) from 2017

Net Assets

$38,403

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin81st percentile

Revenue

Up

$38,701

Up $33,252 (+610%) from 2017

Expenses

Up

$28,787

Up $16,919 (+143%) from 2017

Net Income

Up

$9,914

Up $16,333 (+254%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

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

$100K$50K$0Assets 2011: $14,860Liabilities 2011: $02011Assets 2012: $10,877Liabilities 2012: $02012Assets 2013: $26,721Liabilities 2013: $02013Assets 2014: $33,584Liabilities 2014: $02014Assets 2015: $22,481Liabilities 2015: $02015Assets 2016: $34,908Liabilities 2016: $02016Assets 2017: $28,489Liabilities 2017: $02017Assets 2018: $38,403Net Assets 2018: $38,4032018Assets 2019: $44,985Net Assets 2019: $44,9852019Assets 2020: $73,439Net Assets 2020: $73,4392020Assets 2021: $67,099Net Assets 2021: $67,0992021Assets 2022: $87,053Net Assets 2022: $87,0532022Assets 2023: $68,867Net Assets 2023: $68,8672023Assets 2024: $69,349Net Assets 2024: $69,3492024

Highlighted filing

2018

Assets$38,403
Liabilities-
Net Assets$38,403
Open 2018 Filing

Operations Trend

Revenue Growth99th percentile

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

$100K$50K$0-$50KRevenue 2011: $18,033Expenses 2011: $28,506Net Income 2011: -$10,4732011Revenue 2012: $12,732Expenses 2012: $16,715Net Income 2012: -$3,9832012Revenue 2013: $28,200Expenses 2013: $12,356Net Income 2013: $15,8442013Revenue 2014: $25,978Expenses 2014: $19,115Net Income 2014: $6,8632014Revenue 2015: $7,735Expenses 2015: $18,838Net Income 2015: -$11,1032015Revenue 2016: $23,218Expenses 2016: $10,791Net Income 2016: $12,4272016Revenue 2017: $5,449Expenses 2017: $11,868Net Income 2017: -$6,4192017Revenue 2018: $38,701Expenses 2018: $28,787Net Income 2018: $9,9142018Revenue 2019: $43,299Expenses 2019: $36,717Net Income 2019: $6,5822019Revenue 2020: $46,231Expenses 2020: $17,777Net Income 2020: $28,4542020Revenue 2021: $4,855Expenses 2021: $11,195Net Income 2021: -$6,3402021Revenue 2022: $56,940Expenses 2022: $36,986Net Income 2022: $19,9542022Revenue 2023: $65,500Expenses 2023: $83,686Net Income 2023: -$18,1862023Revenue 2024: $53,683Expenses 2024: $53,201Net Income 2024: $4822024

Highlighted filing

2018

Revenue$38,701
Expenses$28,787
Net Income$9,914
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 15, 2019
Return Version
2017v2.2
Gross Receipts
$76,380
Mission and Program Overview

Mission

To enrich and enhance the lives of the students and families of the South Elementary School Community.

Program Services

DescriptionGrantsExpenses
Raises money through educational and family oriented activities for South Elementary School$27,644-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jennifer CampbellTreasurerPT$0--
Paula BartlettPresidentPT$0--
Erica DuffyVice PresidentPT$0--
Missy DiAntonioSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$59,729$31,745$31,745$0
Book Fair$6,013$5,934$5,934$0
Total Events$65,742$37,679$37,679-
Filing and Contact Details

Filer

Filer Name
South Elementary School PTA
EIN
80-0416044
Phone
5088304390
Address
178 Bourne Road, Plymouth, MA 02360

Signing Officer

Name
Jennifer Campbell
Title
Treasurer
Signed
2019-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Cozby & Company LLC
Address
124 Long Pond Rd Ste 12, Plymouth, MA 02360
Preparer
Heather L Cozby CPA
Phone
5088300007
Supplemental Narrative

Additional Explanations

Other Expenses.1012

“Insurance $390”

Other Expenses.1

“Program expenses $26492”

Other Expenses.2

“Merchant fees $355”

Other Expenses.3

“PTA dues $245”

Other Expenses.6

“Filing Fees $35”

Other Expenses.7

“Bank fees $23”

Raw XML Appendix172 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum06175043993
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0310 Raymond Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Plymouth
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002360
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt028489
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt038403
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt033772
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt09914
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt028489
IRS990EZ/Form990TotalAssetsGrp/EOYAmt038403
IRS990EZ/FundraisingGrossIncomeAmt037679
IRS990EZ/GrantsAndSimilarAmountsPaidAmt01152
IRS990EZ/GrossReceiptsAmt076380
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00990
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt032
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0280
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesEOYAmt038403
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt028489
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt125.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jennifer Campbell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Paula Bartlett
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Erica Duffy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Missy DiAntonio
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt027540
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To enrich and enhance the lives of the students and families of the South Elementary School Community.
IRS990EZ/PrintingPublicationsPostageAmt095
IRS990EZ/ProgramServiceRevenueAmt04617
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Raises money through educational and family oriented activities for South Elementary School
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt027644
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt037679
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt028787
IRS990EZ/TotalProgramServiceExpensesAmt027644
IRS990EZ/TotalRevenueAmt038701
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt038669
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05449
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt023218
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt07735
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt025978
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0101049
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0101049
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt038669
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt05449
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt023218
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt07735
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt025978
IRS990ScheduleA/Total509Grp/TotalAmt0101049
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt038669
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt05449
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt023218
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt07735
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt025978
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0101049
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt028063
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt027984
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt079
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt037679
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Boosterthon
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Book Fair
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt059729
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt06013
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt065742
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt031745
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt05934
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt037679
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt037679
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt031745
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt05934
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $390
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Program expenses $26492
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Merchant fees $355
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PTA dues $245
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Filing Fees $35
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Bank fees $23
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.7
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jennifer Campbell
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0South Elementary School PTA
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0800416044
ReturnHeader/Filer/PhoneNum05088304390
ReturnHeader/Filer/USAddress/AddressLine1Txt0178 Bourne Road
ReturnHeader/Filer/USAddress/CityNm0Plymouth
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002360
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0460611103
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Cozby & Company LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0124 Long Pond Rd Ste 12
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Plymouth
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002360
ReturnHeader/PreparerPersonGrp/PhoneNum05088300007
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Heather L Cozby CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-05-15T09:22:18-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$38,403
Liabilities
-
Net assets
$38,403
Revenue
$38,701
Expenses
$28,787
Net income
$9,914
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$69.3$69.3$53.7$53.2$0.48
2023Detailed filing. Detailed filing data is available for this year.$68.9$68.9$65.5$83.7$18.2
2022Detailed filing. Detailed filing data is available for this year.$87.1$87.1$56.9$37.0$20.0
2021Detailed filing. Detailed filing data is available for this year.$67.1$67.1$4.86$11.2$6.34
2020Detailed filing. Detailed filing data is available for this year.$73.4$73.4$46.2$17.8$28.5
2019Detailed filing. Detailed filing data is available for this year.$45.0$45.0$43.3$36.7$6.58
2018Detailed filing. Detailed filing data is available for this year.$38.4$38.4$38.7$28.8$9.91
2017Summary only. Only limited summary data is available for this year.$28.5$0.00$5.45$11.9$6.42
2016Summary only. Only limited summary data is available for this year.$34.9$0.00$23.2$10.8$12.4
2015Summary only. Only limited summary data is available for this year.$22.5$0.00$7.74$18.8$11.1
2014Summary only. Only limited summary data is available for this year.$33.6$0.00$26.0$19.1$6.86
2013Summary only. Only limited summary data is available for this year.$26.7$0.00$28.2$12.4$15.8
2012Summary only. Only limited summary data is available for this year.$10.9$0.00$12.7$16.7$3.98
2011Summary only. Only limited summary data is available for this year.$14.9$0.00$18.0$28.5$10.5