Civic Intelligence

South Elementary School PTA

990EZ • Fiscal year 2022 • EIN 80-0416044

Jul 01, 2021 to Jun 30, 2022 • Filed on May 15, 2023

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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

82nd percentile

35%

Higher net margin than 82% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

77th percentile

30%

Faster asset growth than 77% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

98th percentile

1073%

Faster revenue growth than 98% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$87,053

Up $19,954 (+30%) from 2021

Net Assets

Up

$87,053

Up $19,954 (+30%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin82nd percentile

Revenue

Up

$56,940

Up $52,085 (+1073%) from 2021

Expenses

Up

$36,986

Up $25,791 (+230%) from 2021

Net Income

Up

$19,954

Up $26,294 (+415%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth77th 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

2022

Assets$87,053
Liabilities-
Net Assets$87,053
Open 2022 Filing

Operations Trend

Revenue Growth98th 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

2022

Revenue$56,940
Expenses$36,986
Net Income$19,954
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 15, 2023
Return Version
2021v4.1
Gross Receipts
$105,915
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-$35,004
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kristina FraserTreasurerPT$0--
Christine OnnisPresidentPT$0--
Catherine ZaniboniVice PresidentPT$0--
Alecia PambukoSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$96,617$44,762$44,762$0
Total Events$96,617$44,762$44,762-
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
Christine Onnis
Title
President
Signed
2023-05-15
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 $35004”

Other Expenses.2

“Misc administration $739”

Other Expenses.3

“PTA dues $290”

Other Expenses.4

“Filing Fees $35”

Raw XML Appendix179 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum07742594113
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt08 White Pine Lane
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Plymouth
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002360
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt067099
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IRS990EZ/ContributionsGiftsGrantsEtcAmt051748
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt019954
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0528
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt067099
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IRS990EZ/FundraisingGrossIncomeAmt048975
IRS990EZ/GrossReceiptsAmt0105915
IRS990EZ/GroupExemptionNum00990
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt05
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0754
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt067099
IRS990EZ/NetAssetsOrFundBalancesEOYAmt087053
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt067099
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt125.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Kristina Fraser
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Christine Onnis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Catherine Zaniboni
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Alecia Pambuko
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt036458
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/ProgramServiceRevenueAmt04433
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Raises money through educational and family oriented activities for South Elementary School
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt035004
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt048975
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt036986
IRS990EZ/TotalProgramServiceExpensesAmt035004
IRS990EZ/TotalRevenueAmt056940
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt055904
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04839
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt046103
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt043153
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt038669
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0188668
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt016
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt068
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt089
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt016
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt068
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt089
IRS990ScheduleA/InvestmentIncomeCYPct00.00050
IRS990ScheduleA/InvestmentIncomePYPct00.00060
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99950
IRS990ScheduleA/PublicSupportPY509Pct00.99940
IRS990ScheduleA/PublicSupportTotal509Amt0188668
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt055904
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt04839
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt046103
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt043153
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt038669
IRS990ScheduleA/Total509Grp/TotalAmt0188668
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt055909
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt04855
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt046171
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt043153
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt038669
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0188757
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt051855
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt051855
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt044762
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Boosterthon
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt096617
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt096617
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt044762
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt044762
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt044762
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt044762
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $390
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Program expenses $35004
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Misc administration $739
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PTA dues $290
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Filing Fees $35
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Christine Onnis
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-15
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/ReturnTs02023-05-15T07:59:55-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Christine
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Onnis
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$87,053
Liabilities
-
Net assets
$87,053
Revenue
$56,940
Expenses
$36,986
Net income
$19,954
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