Civic Intelligence

Roberta G Doering Parent Teacher Organization Inc.

990EZ • Fiscal year 2021 • EIN 82-3910643

Jul 01, 2020 to Jun 30, 2021 • Filed on Mar 08, 2022

Organization ProfileN/A
68 Main StreetAgawam, MA 01001

(413) 883-6388

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

15th percentile

-33%

Higher net margin than 15% 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

10th percentile

-41%

Faster asset growth than 10% of similar nonprofits.

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

Revenue Growth

15th percentile

-54%

Faster revenue growth than 15% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$12,174

Down $8,520 (-41%) from 2020

Net Assets

Down

$12,174

Down $8,520 (-41%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin15th percentile

Revenue

Down

$25,794

Down $30,828 (-54%) from 2020

Expenses

Down

$34,314

Down $6,504 (-16%) from 2020

Net Income

Down

-$8,520

Down $24,324 (-154%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

$30K$20K$10K$0Assets 2018: $19,629Liabilities 2018: $0Net Assets 2018: $19,6292018Assets 2019: $4,890Liabilities 2019: $0Net Assets 2019: $4,8902019Assets 2020: $20,694Net Assets 2020: $20,6942020Assets 2021: $12,174Net Assets 2021: $12,1742021Assets 2022: $17,167Net Assets 2022: $17,1672022Assets 2023: $14,781Net Assets 2023: $14,7812023Assets 2024: $19,737Net Assets 2024: $19,7372024

Highlighted filing

2021

Assets$12,174
Liabilities-
Net Assets$12,174
Open 2021 Filing

Operations Trend

Revenue Growth15th percentile

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

$100K$50K$0-$50KRevenue 2018: $52,090Expenses 2018: $32,461Net Income 2018: $19,6292018Revenue 2019: $51,085Expenses 2019: $65,914Net Income 2019: -$14,8292019Revenue 2020: $56,622Expenses 2020: $40,818Net Income 2020: $15,8042020Revenue 2021: $25,794Expenses 2021: $34,314Net Income 2021: -$8,5202021Revenue 2022: $61,169Expenses 2022: $56,176Net Income 2022: $4,9932022Revenue 2023: $42,110Expenses 2023: $44,496Net Income 2023: -$2,3862023Revenue 2024: $43,820Expenses 2024: $38,864Net Income 2024: $4,9562024

Highlighted filing

2021

Revenue$25,794
Expenses$34,314
Net Income-$8,520
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Mar 8, 2022
Return Version
2020v4.0
Gross Receipts
$25,794
Mission and Program Overview

Mission

Enhance curriculum & support faculty

Program Services

DescriptionGrantsExpenses
CURRICULUM IS BEING ENHANCED THRU THE FUNDING OF RESOURCES, ASSEMBLIES AND STUDENT ACTIVITIES$32,340-
OBTAIN AND APPLY FUNDS TO SUPPORT FACULTY AND STAFF TO BROADEN THE LEARNING EXPERIENCE.--
STEPS ARE TAKEN TO INCREASE RELATIONS AND STREGTHEN COOPERATION BETWEEN STUDENTS, PARENTS AND SCHOOL PERSONNEL.--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MELISSA MONTAGNAPresident-$0--
ERICA M LUNDENTreasurer-$0--
AMY IELLAMOSecretary-$0--
JAMIE DUNCANDirector-$0--
Filing and Contact Details

Filer

Filer Name
Roberta G Doering Pto Inc
EIN
82-3910643
Phone
4138836388
Address
68 MAIN STREET, AGAWAM, MA 01001

Signing Officer

Name
Melissa Montagna
Title
President
Signed
2022-03-08
Discuss with paid preparer
Yes

Preparer

Firm
Dean M Rankin CPA LLC
Address
PO BOX 645 1325 SPRINGFIELD STREET, FEEDING HILLS, MA 01030
Preparer
Dean M Rankin CPA
Phone
4137891040
Supplemental Narrative

Additional Explanations

Other Expenses.1009

“Depreciation $99”

Other Expenses.1

“FUNDRAISER $13705”

Other Expenses.2

“GENERAL ACCOUNT $4193”

Other Expenses.3

“ENRICHMENT $4000”

Other Expenses.4

“YEARBOOK $2414”

Other Expenses.5

“KRISPY KREME $1476”

Other Expenses.6

“Teacher appreciation $1442”

Other Expenses.7

“PBIS ACCOUNT $1404”

Other Expenses.8

“PRINCIPLES $1354”

Other Expenses.9

“FIELD DAY $1092”

Other Expenses.10

“SCHOLARSHIP WINNER $1000”

Other Expenses.11

“LELLAMO $210”

Other Expenses.12

“TEACHER REIMBURSMENT $50”

Other Assets.1003

“Machinery and Equipment - Beginning $801 Machinery and Equipment - Ending $702”

Raw XML Appendix164 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/CityNm0AGAWAM
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0801
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0702
IRS990EZ/OtherExpensesTotalAmt032439
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ENHANCE CURRICULUM & SUPPORT FACULTY
IRS990EZ/ProgramServiceRevenueAmt025794
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CURRICULUM IS BEING ENHANCED THRU THE FUNDING OF RESOURCES, ASSEMBLIES AND STUDENT ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1OBTAIN AND APPLY FUNDS TO SUPPORT FACULTY AND STAFF TO BROADEN THE LEARNING EXPERIENCE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2STEPS ARE TAKEN TO INCREASE RELATIONS AND STREGTHEN COOPERATION BETWEEN STUDENTS, PARENTS AND SCHOOL PERSONNEL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt032340
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt034314
IRS990EZ/TotalProgramServiceExpensesAmt032340
IRS990EZ/TotalRevenueAmt025794
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt025794
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt056622
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt051085
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01725
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0135226
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt0135226
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt025794
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt056622
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt051085
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01725
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0135226
IRS990ScheduleA/TotalSupportAmt0135226
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Depreciation $99
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FUNDRAISER $13705
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GENERAL ACCOUNT $4193
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ENRICHMENT $4000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4YEARBOOK $2414
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5KRISPY KREME $1476
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TEACHER APPRECIATION $1442
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PBIS ACCOUNT $1404
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PRINCIPLES $1354
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9FIELD DAY $1092
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10SCHOLARSHIP WINNER $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11LELLAMO $210
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12TEACHER REIMBURSMENT $50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Machinery and Equipment - Beginning $801 Machinery and Equipment - Ending $702
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Assets.1003
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02022-03-08
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ReturnHeader/Filer/EIN0823910643
ReturnHeader/Filer/PhoneNum04138836388
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001001
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203760757
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DEAN M RANKIN CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 645 1325 SPRINGFIELD STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FEEDING HILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001030
ReturnHeader/PreparerPersonGrp/PhoneNum04137891040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Dean M Rankin CPA
ReturnHeader/ReturnTs02022-03-08T06:04:09-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MELISSA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MONTAGNA
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
$12,174
Liabilities
-
Net assets
$12,174
Revenue
$25,794
Expenses
$34,314
Net income
-$8,520
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$19.7$19.7$43.8$38.9$4.96
2023Detailed filing. Detailed filing data is available for this year.$14.8$14.8$42.1$44.5$2.39
2022Detailed filing. Detailed filing data is available for this year.$17.2$17.2$61.2$56.2$4.99
2021Detailed filing. Detailed filing data is available for this year.$12.2$12.2$25.8$34.3$8.52
2020Detailed filing. Detailed filing data is available for this year.$20.7$20.7$56.6$40.8$15.8
2019Detailed filing. Detailed filing data is available for this year.$4.89$0.00$4.89$51.1$65.9$14.8
2018Detailed filing. Detailed filing data is available for this year.$19.6$0.00$19.6$52.1$32.5$19.6