Civic Intelligence

Great Oak Pac

990EZ • Fiscal year 2021 • EIN 81-3179521

Jul 01, 2020 to Jun 30, 2021 • Filed on May 04, 2022

76 Pickering StreetDanvers, MA 01923

(978) 774-2533

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

50th percentile

8.6%

Higher net margin than 50% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

50th percentile

5.2%

Faster asset growth than 50% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

20th percentile

-41%

Faster revenue growth than 20% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$31,862

Up $1,588 (+5.2%) from 2020

Net Assets

Up

$31,862

Up $1,588 (+5.2%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$18,508

Down $13,044 (-41%) from 2020

Expenses

Down

$16,920

Down $14,214 (-46%) from 2020

Net Income

Up

$1,588

Up $1,170 (+280%) from 2020

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2018: $21,546Liabilities 2018: $0Net Assets 2018: $21,5462018Assets 2019: $29,856Liabilities 2019: $0Net Assets 2019: $29,8562019Assets 2020: $30,274Liabilities 2020: $0Net Assets 2020: $30,2742020Assets 2021: $31,862Liabilities 2021: $0Net Assets 2021: $31,8622021Assets 2022: $13,894Liabilities 2022: $0Net Assets 2022: $13,8942022Assets 2023: $11,366Liabilities 2023: $0Net Assets 2023: $11,3662023Assets 2024: $19,569Liabilities 2024: $0Net Assets 2024: $19,5692024

Highlighted filing

2021

Assets$31,862
Liabilities$0
Net Assets$31,862

Operations Trend

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

$100K$50K$0-$50KRevenue 2018: $53,043Expenses 2018: $84,176Net Income 2018: -$31,1332018Revenue 2019: $55,518Expenses 2019: $47,208Net Income 2019: $8,3102019Revenue 2020: $31,552Expenses 2020: $31,134Net Income 2020: $4182020Revenue 2021: $18,508Expenses 2021: $16,920Net Income 2021: $1,5882021Revenue 2022: $14,228Expenses 2022: $32,196Net Income 2022: -$17,9682022Revenue 2023: $51,751Expenses 2023: $54,279Net Income 2023: -$2,5282023Revenue 2024: $47,197Expenses 2024: $38,994Net Income 2024: $8,2032024

Highlighted filing

2021

Revenue$18,508
Expenses$16,920
Net Income$1,588
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 4, 2022
Return Version
2020v4.2
Gross Receipts
$22,171
Mission and Program Overview

Mission

To enhance and promote educational enrichment for students at great oak elementary school of danvers, ma. To provide financial support for field trips, special events, cultural enrichment which will enhance educational process.

Program Services

DescriptionGrantsExpenses
PROMOTE AND ENCHANCE EDUCATIONAL ENRICHMENT PROGRAMS FOR STUDENTS$0$16,320
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMANDA DANIELSCo-After School Enrichment-$0--
RACHEL KEOHANETreasurer-$0--
HOLLY IRGENSPresident-$0--
LINDSEY L'ITALIENSecretary-$0--
CARRIE SPIROSVice President-$0--
JANE BOLGERCo-Cultural Enrichment-$0--
KATIE HISLOPCo-Cultural Enrichment-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Move-a-thon$9,736$9,736-$9,736
Drive in Movie$1,452$1,452$2,950$-1,498
Total Events$11,783$11,783$3,663$8,120
Filing and Contact Details

Filer

Filer Name
Great Oak Pac
EIN
81-3179521
Phone
9787742533
Address
76 PICKERING STREET, DANVERS, MA 01923

Signing Officer

Name
Holly Irgens
Title
President
Phone
9787742533
Signed
2022-05-04
Discuss with paid preparer
Yes

Preparer

Firm
Grandmaison & Tripoli Llp
Address
7 FEDERAL STREET, DANVERS, MA 01923
Preparer
Margaret W Goodwin
Phone
9787776122
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

Description: scholarship awards. Amount: 1,000. Description: masks. Amount: 2,454. Description: general pac expenses. Amount: 3,224. Description: grade 5. Amount: 4,578. Description: principal expense. Amount: 1,447. Description: school store. Amount: 71. Description: teacher appreciation. Amount: 1,481. Description: student appreciation. Amount: 943. Description: bank fees. Amount: 52. Description: ice cream social. Amount: 1,070. Total to form 990-ez, line 16: 16,320.

Raw XML Appendix197 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0DANVERS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0AMANDA DANIELS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RACHEL KEOHANE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LINDSEY L'ITALIEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CARRIE SPIROS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JANE BOLGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KATIE HISLOP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-AFTER SCHOOL ENRICHMENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5CO-CULTURAL ENRICHMENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6CO-CULTURAL ENRICHMENT
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt016320
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO ENHANCE AND PROMOTE EDUCATIONAL ENRICHMENT FOR STUDENTS AT GREAT OAK ELEMENTARY SCHOOL OF DANVERS, MA. TO PROVIDE FINANCIAL SUPPORT FOR FIELD TRIPS, SPECIAL EVENTS, CULTURAL ENRICHMENT WHICH WILL ENHANCE EDUCATIONAL PROCESS.
IRS990EZ/ProgramServiceRevenueAmt010388
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROMOTE AND ENCHANCE EDUCATIONAL ENRICHMENT PROGRAMS FOR STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt016320
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
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IRS990EZ/SpecialEventsNetIncomeLossAmt08120
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
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IRS990EZ/WebsiteAddressTxt0WWW.DANVERSPUBLICSCHOOLS.ORG/GREAT-OAK
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0MOVE-A-THON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0DRIVE IN MOVIE
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt01452
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt0595
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IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: SCHOLARSHIP AWARDS. AMOUNT: 1,000. DESCRIPTION: MASKS. AMOUNT: 2,454. DESCRIPTION: GENERAL PAC EXPENSES. AMOUNT: 3,224. DESCRIPTION: GRADE 5. AMOUNT: 4,578. DESCRIPTION: PRINCIPAL EXPENSE. AMOUNT: 1,447. DESCRIPTION: SCHOOL STORE. AMOUNT: 71. DESCRIPTION: TEACHER APPRECIATION. AMOUNT: 1,481. DESCRIPTION: STUDENT APPRECIATION. AMOUNT: 943. DESCRIPTION: BANK FEES. AMOUNT: 52. DESCRIPTION: ICE CREAM SOCIAL. AMOUNT: 1,070. TOTAL TO FORM 990-EZ, LINE 16: 16,320.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0HOLLY IRGENS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09787742533
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GREAT OAK PAC
ReturnHeader/Filer/BusinessNameControlTxt0GREA
ReturnHeader/Filer/EIN0813179521
ReturnHeader/Filer/PhoneNum09787742533
ReturnHeader/Filer/USAddress/AddressLine1Txt076 PICKERING STREET
ReturnHeader/Filer/USAddress/CityNm0DANVERS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001923
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043072365
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GRANDMAISON & TRIPOLI LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07 FEDERAL STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DANVERS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001923
ReturnHeader/PreparerPersonGrp/PhoneNum09787776122
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARGARET W GOODWIN
ReturnHeader/ReturnTs02022-05-16T12:04:33-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0HOLLY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0IRGENS
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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