Civic Intelligence

South Elementary School PTA

990EZ • Fiscal year 2024 • EIN 80-0416044

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 13, 2024

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

45th percentile

0.9%

Higher net margin than 45% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

49th percentile

0.7%

Faster asset growth than 49% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

27th percentile

-18%

Faster revenue growth than 27% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$69,349

Up $482 (+0.7%) from 2023

Net Assets

Up

$69,349

Up $482 (+0.7%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin45th percentile

Revenue

Down

$53,683

Down $11,817 (-18%) from 2023

Expenses

Down

$53,201

Down $30,485 (-36%) from 2023

Net Income

Up

$482

Up $18,668 (+103%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth49th 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

2024

Assets$69,349
Liabilities-
Net Assets$69,349
Open 2024 Filing

Operations Trend

Revenue Growth27th 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

2024

Revenue$53,683
Expenses$53,201
Net Income$482
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 13, 2024
Return Version
2023v5.1
Gross Receipts
$94,745
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-$51,609
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

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

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$85,559$37,859$37,859$0
Total Events$85,559$37,859$37,859-
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
Kristina Fraser
Title
Treasurer
Signed
2024-11-13
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 $51609”

Other Expenses.2

“Misc administration $1114”

Other Expenses.3

“Filing Fees $35”

Raw XML Appendix176 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/BOYAmt068867
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IRS990EZ/ContributionsGiftsGrantsEtcAmt049145
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0482
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt053
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt041062
IRS990EZ/GrossReceiptsAmt094745
IRS990EZ/GroupExemptionNum00990
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0282
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0469
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesEOYAmt069349
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt068867
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Kristina Fraser
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Shannon Keresey
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/OtherExpensesTotalAmt053148
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/ProgramServiceRevenueAmt03787
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Raises money through educational and family oriented activities for South Elementary School
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt051609
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt041062
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt053201
IRS990EZ/TotalProgramServiceExpensesAmt051609
IRS990EZ/TotalRevenueAmt053683
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt052429
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt065226
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt055904
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt04839
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt046103
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0224501
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0282
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0274
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt016
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt068
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0645
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0282
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0274
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt016
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt068
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0645
IRS990ScheduleA/InvestmentIncomeCYPct00.00290
IRS990ScheduleA/InvestmentIncomePYPct00.00170
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99710
IRS990ScheduleA/PublicSupportPY509Pct00.99830
IRS990ScheduleA/PublicSupportTotal509Amt0224501
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt052429
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt065226
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt055904
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt04839
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt046103
IRS990ScheduleA/Total509Grp/TotalAmt0224501
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt052711
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt065500
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt055909
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt04855
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt046171
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0225146
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt047700
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt047700
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt037859
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Boosterthon
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt085559
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt085559
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt037859
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt037859
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt037859
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt037859
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $390
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Program expenses $51609
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Misc administration $1114
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Filing Fees $35
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kristina Fraser
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-13
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/IRSResponsiblePrtyInfoCurrInd0true
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/ReturnTs02024-11-13T09:47:17-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$69,349
Liabilities
-
Net assets
$69,349
Revenue
$53,683
Expenses
$53,201
Net income
$482
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