Civic Intelligence

Avon Middle School Parent Teacher Organization Inc.

990EZ • Fiscal year 2022 • EIN 81-4637064

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 02, 2022

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

58th percentile

0.00x

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

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

Liabilities / Revenue

58th percentile

0.00x

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

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

Net Margin

3rd percentile

-238%

Higher net margin than 3% 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

16th percentile

-31%

Faster asset growth than 16% of similar nonprofits.

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

Revenue Growth

28th percentile

-14%

Faster revenue growth than 28% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$14,771

Down $6,702 (-31%) from 2021

Net Assets

Down

$14,771

Down $6,702 (-31%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin3rd percentile

Revenue

Down

$2,814

Down $447 (-14%) from 2021

Expenses

Up

$9,517

Up $3,585 (+60%) from 2021

Net Income

Down

-$6,703

Down $4,032 (-151%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth16th 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

2022

Assets$14,771
Liabilities$0
Net Assets$14,771
Open 2022 Filing

Operations Trend

Revenue Growth28th 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

2022

Revenue$2,814
Expenses$9,517
Net Income-$6,703
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 2, 2022
Return Version
2021v4.0
Gross Receipts
$10,089
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.$4,800$5,110
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 Pay78th 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
2022-11-02

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 community & school support 310 hospitality 2,221 student council 1,020 office 91 insurance 255 total 3,897”

Raw XML Appendix171 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
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/BOYAmt021474
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt014771
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-6703
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0820
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt021474
IRS990EZ/Form990TotalAssetsGrp/EOYAmt014771
IRS990EZ/FundraisingGrossIncomeAmt010087
IRS990EZ/GrantsAndSimilarAmountsPaidAmt04800
IRS990EZ/GrossReceiptsAmt010089
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt021474
IRS990EZ/NetAssetsOrFundBalancesEOYAmt014771
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt021474
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt014771
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt7000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt8000.00
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/OtherExpensesTotalAmt03897
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/GrantsAndAllocationsAmt04800
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05110
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt07275
IRS990EZ/SpecialEventsNetIncomeLossAmt02812
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt09517
IRS990EZ/TotalProgramServiceExpensesAmt05110
IRS990EZ/TotalRevenueAmt02814
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0AVONMIDDLESCHOOLPTO.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0528
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0228
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0699
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0551
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02006
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt012
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt025
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt027
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt027
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt093
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt010087
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt03262
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt09643
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt018080
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt021819
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt062891
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt012
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt025
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt027
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt027
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt093
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99860
IRS990ScheduleA/PublicSupportPY509Pct00.99780
IRS990ScheduleA/PublicSupportTotal509Amt064897
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt010087
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt03790
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt09871
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt018779
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt022370
IRS990ScheduleA/Total509Grp/TotalAmt064897
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt010089
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt03802
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt09896
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt018806
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt022397
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt064990
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES COMMUNITY & SCHOOL SUPPORT 310 HOSPITALITY 2,221 STUDENT COUNCIL 1,020 OFFICE 91 INSURANCE 255 TOTAL 3,897
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/SignatureDt02022-11-02
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/PreparationDt02022-11-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KURT J KRAULAND CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-11-21T21:24:52-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAVID
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SHEPHERD
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
$14,771
Liabilities
$0
Net assets
$14,771
Revenue
$2,814
Expenses
$9,517
Net income
-$6,703
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