Civic Intelligence

Avon Middle School Parent Teacher Organization Inc.

990EZ • Fiscal year 2021 • EIN 81-4637064

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

Organization ProfileAVONMIDDLESCHOOLPTO.ORG
375 West Avon RoadAvon, CT 06001

(860) 404-4770

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

8th percentile

-82%

Higher net margin than 8% 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

25th percentile

-11%

Faster asset growth than 25% of similar nonprofits.

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

Revenue Growth

12th percentile

-63%

Faster revenue growth than 12% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$21,473

Down $2,671 (-11%) from 2020

Net Assets

Down

$21,473

Down $2,671 (-11%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin8th percentile

Revenue

Down

$3,261

Down $5,482 (-63%) from 2020

Expenses

Down

$5,932

Down $5,639 (-49%) from 2020

Net Income

Up

-$2,671

Up $157 (+5.6%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

$40K$30K$20K$10K$0Assets 2017: $37,598Liabilities 2017: $02017Assets 2018: $35,408Liabilities 2018: $0Net Assets 2018: $35,4082018Assets 2019: $26,972Liabilities 2019: $0Net Assets 2019: $26,9722019Assets 2020: $24,144Liabilities 2020: $0Net Assets 2020: $24,1442020Assets 2021: $21,473Liabilities 2021: $0Net Assets 2021: $21,4732021Assets 2022: $14,771Liabilities 2022: $0Net Assets 2022: $14,7712022Assets 2023: $10,897Liabilities 2023: $0Net Assets 2023: $10,8972023Assets 2024: $8,926Liabilities 2024: $0Net Assets 2024: $8,9262024Assets 2025: $7,038Net Assets 2025: $7,0382025

Highlighted filing

2021

Assets$21,473
Liabilities$0
Net Assets$21,473
Open 2021 Filing

Operations Trend

Revenue Growth12th percentile

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

$30K$20K$10K$0-$10KRevenue 2017: $19,195Expenses 2017: $15,259Net Income 2017: $3,9362017Revenue 2018: $20,544Expenses 2018: $22,734Net Income 2018: -$2,1902018Revenue 2019: $15,153Expenses 2019: $23,589Net Income 2019: -$8,4362019Revenue 2020: $8,743Expenses 2020: $11,571Net Income 2020: -$2,8282020Revenue 2021: $3,261Expenses 2021: $5,932Net Income 2021: -$2,6712021Revenue 2022: $2,814Expenses 2022: $9,517Net Income 2022: -$6,7032022Revenue 2023: $6,407Expenses 2023: $10,280Net Income 2023: -$3,8732023Revenue 2024: $13,398Expenses 2024: $15,370Net Income 2024: -$1,9722024Revenue 2025: $8,396Expenses 2025: $10,284Net Income 2025: -$1,8882025

Highlighted filing

2021

Revenue$3,261
Expenses$5,932
Net Income-$2,671
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 4, 2021
Return Version
2020v4.0
Gross Receipts
$3,261
Mission and Program Overview

Mission

Support avon middle school community activities

Program Services

DescriptionGrantsExpenses
SCHOOL PROGRAMS INCLUDE ASSEMBLIES AND GROUP PRESENTATIONS FROM VARIOUS ARTISTS AND MUSEUMS.$4,212$4,212
COMMUNITY PROGRAMS INCLUDE REPRESENTATION AT CERTAIN TOWN MEETINGS, PROMOTION OF COMMUNITY AWARENESS, MAINTENANCE OF SCHOOL GROUNDS AND GARDENS, AND PARNET ORIENTATION.--
EXTRACURRICULAR ACTIVITIES PROVIDED INCLUDE 4TH GRADE OUTINGS AND FIELD DAY AND OTHER PROGRAMS SUCH AS ONE SCHOOL, ONE BOOK.--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROSEMARY NEAMTZCo-President-$0--
ELIZABETH ABSHIRECo-President-$0--
LISA INDELICATOVP - Volunte-$0--
ERIN SLOATVP - Fundrai-$0--
JENNIFER SOUCYTreasurer-$0--
LISA ALEXANDERSecretary-$0--
CAROLINE BEITMANFamily Commu-$0--
JENNIFER BLACKWELLVP - Communi-$0--
DAVID SHEPHERDTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Avon Middle School Pto Inc
EIN
81-4637064
Phone
8604044770
Address
375 WEST AVON ROAD, AVON, CT 06001

Signing Officer

Name
David Shepherd
Title
Treasurer
Phone
8604044770
Signed
2021-11-04

Preparer

Firm
Padgett Business Services
Address
515 CENTERPOINT DRIVE SUITE 406, MIDDLETOWN, CT 06457
Preparer
Kurt J Krauland CPA
Phone
8609975878
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses 8th grade class night -327 grounds and gardens 211 hospitality 616 insurance 255 total 755”

Raw XML Appendix180 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0ROSEMARY NEAMTZ
CompensationExplanation/CompensationExplanationGrp/PersonNm1ELIZABETH ABSHIRE
CompensationExplanation/CompensationExplanationGrp/PersonNm2LISA INDELICATO
CompensationExplanation/CompensationExplanationGrp/PersonNm3ERIN SLOAT
CompensationExplanation/CompensationExplanationGrp/PersonNm4JENNIFER SOUCY
CompensationExplanation/CompensationExplanationGrp/PersonNm5LISA ALEXANDER
CompensationExplanation/CompensationExplanationGrp/PersonNm6CAROLINE BEITMAN
CompensationExplanation/CompensationExplanationGrp/PersonNm7JENNIFER BLACKWELL
CompensationExplanation/CompensationExplanationGrp/PersonNm8DAVID SHEPHERD
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0DAVID SHEPHERD
IRS990EZ/BooksInCareOfDetail/PhoneNum08604044770
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt043 WEST MAIN STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0AVON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd006001
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt024144
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt021473
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0528
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2671
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0965
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt02721
IRS990EZ/GrantsAndSimilarAmountsPaidAmt04212
IRS990EZ/GrossReceiptsAmt03261
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt012
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt024144
IRS990EZ/NetAssetsOrFundBalancesEOYAmt021473
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt7000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt83.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROSEMARY NEAMTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ELIZABETH ABSHIRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LISA INDELICATO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ERIN SLOAT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JENNIFER SOUCY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LISA ALEXANDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CAROLINE BEITMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JENNIFER BLACKWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8DAVID SHEPHERD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP - VOLUNTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP - FUNDRAI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6FAMILY COMMU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VP - COMMUNI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0755
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT AVON MIDDLE SCHOOL COMMUNITY ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COMMUNITY PROGRAMS INCLUDE REPRESENTATION AT CERTAIN TOWN MEETINGS, PROMOTION OF COMMUNITY AWARENESS, MAINTENANCE OF SCHOOL GROUNDS AND GARDENS, AND PARNET ORIENTATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1EXTRACURRICULAR ACTIVITIES PROVIDED INCLUDE 4TH GRADE OUTINGS AND FIELD DAY AND OTHER PROGRAMS SUCH AS ONE SCHOOL, ONE BOOK.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SCHOOL PROGRAMS INCLUDE ASSEMBLIES AND GROUP PRESENTATIONS FROM VARIOUS ARTISTS AND MUSEUMS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt04212
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04212
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt02721
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt05932
IRS990EZ/TotalProgramServiceExpensesAmt04212
IRS990EZ/TotalRevenueAmt03261
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0AVONMIDDLESCHOOLPTO.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0528
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0228
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0699
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0551
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02006
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt012
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt025
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt027
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt027
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt079
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0170
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt03262
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt09643
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt018080
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt021819
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt021960
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt074764
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt012
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt025
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt027
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt027
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt079
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0170
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99780
IRS990ScheduleA/PublicSupportPY509Pct00.99780
IRS990ScheduleA/PublicSupportTotal509Amt076770
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt03790
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt09871
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt018779
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt022370
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt021960
IRS990ScheduleA/Total509Grp/TotalAmt076770
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt03802
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt09896
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt018806
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt022397
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt022039
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt076940
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES 8TH GRADE CLASS NIGHT -327 GROUNDS AND GARDENS 211 HOSPITALITY 616 INSURANCE 255 TOTAL 755
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID SHEPHERD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08604044770
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AVON MIDDLE SCHOOL PTO INC
ReturnHeader/Filer/BusinessNameControlTxt0AVON
ReturnHeader/Filer/EIN0814637064
ReturnHeader/Filer/PhoneNum08604044770
ReturnHeader/Filer/USAddress/AddressLine1Txt0375 WEST AVON ROAD
ReturnHeader/Filer/USAddress/CityNm0AVON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006001
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0460606718
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PADGETT BUSINESS SERVICES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0515 CENTERPOINT DRIVE SUITE 406
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MIDDLETOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006457
ReturnHeader/PreparerPersonGrp/PhoneNum08609975878
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KURT J KRAULAND CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-11-16T20:08:48-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAVID
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SHEPHERD
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,473
Liabilities
$0
Net assets
$21,473
Revenue
$3,261
Expenses
$5,932
Net income
-$2,671
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.04$7.04$8.40$10.3$1.89
2024Detailed filing. Detailed filing data is available for this year.$8.93$0.00$8.93$13.4$15.4$1.97
2023Detailed filing. Detailed filing data is available for this year.$10.9$0.00$10.9$6.41$10.3$3.87
2022Detailed filing. Detailed filing data is available for this year.$14.8$0.00$14.8$2.81$9.52$6.70
2021Detailed filing. Detailed filing data is available for this year.$21.5$0.00$21.5$3.26$5.93$2.67
2020Detailed filing. Detailed filing data is available for this year.$24.1$0.00$24.1$8.74$11.6$2.83
2019Detailed filing. Detailed filing data is available for this year.$27.0$0.00$27.0$15.2$23.6$8.44
2018Detailed filing. Detailed filing data is available for this year.$35.4$0.00$35.4$20.5$22.7$2.19
2017Summary only. Only limited summary data is available for this year.$37.6$0.00$19.2$15.3$3.94