Civic Intelligence

Bradford Elementary School PTO

990EZ • Fiscal year 2019 • EIN 83-1023878

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 07, 2019

Organization ProfileBRADFORD.HAVERHILL-PS.ORG/PTO
118 Montvale StreetHaverhill, MA 01835

(978) 374-3400

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

13th percentile

-28%

Higher net margin than 13% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

18th percentile

-24%

Faster asset growth than 18% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

70th percentile

17%

Faster revenue growth than 70% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$8,982

Down $2,906 (-24%) from 2018

Net Assets

Down

$8,982

Down $2,906 (-24%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin13th percentile

Revenue

Up

$10,355

Up $1,509 (+17%) from 2018

Expenses

Down

$13,261

Down $925 (-6.5%) from 2018

Net Income

Up

-$2,906

Up $2,434 (+46%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$30K$20K$10K$0Assets 2018: $11,888Net Assets 2018: $11,8882018Assets 2019: $8,982Net Assets 2019: $8,9822019Assets 2020: $18,518Net Assets 2020: $18,5182020Assets 2021: $12,212Net Assets 2021: $12,2122021Assets 2023: $9,256Liabilities 2023: $02023Assets 2024: $22,755Liabilities 2024: $02024Assets 2025: $29,020Liabilities 2025: $0Net Assets 2025: $29,0202025

Highlighted filing

2019

Assets$8,982
Liabilities-
Net Assets$8,982
Open 2019 Filing

Operations Trend

Revenue Growth70th percentile

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

$40K$20K$0-$20KRevenue 2018: $8,846Expenses 2018: $14,186Net Income 2018: -$5,3402018Revenue 2019: $10,355Expenses 2019: $13,261Net Income 2019: -$2,9062019Revenue 2020: $18,717Expenses 2020: $9,181Net Income 2020: $9,5362020Revenue 2021: $6,739Expenses 2021: $13,045Net Income 2021: -$6,3062021Revenue 2023: $34,485Expenses 2023: $36,365Net Income 2023: -$1,8802023Revenue 2024: $29,358Expenses 2024: $15,859Net Income 2024: $13,4992024Revenue 2025: $36,668Expenses 2025: $28,746Net Income 2025: $7,9222025

Highlighted filing

2019

Revenue$10,355
Expenses$13,261
Net Income-$2,906
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 7, 2019
Return Version
2018v3.1
Gross Receipts
$18,694
Mission and Program Overview

Mission

The bradford elementary school parent teacher organization is a nonprofit parent teacher organization (pto) whose mission is to institute and sustain a close relationship between the parents, teachers, and students by evolving opportunities within the home, school, and community. The pto provides assistance to teachers within the classroom settings, raises funds for educational materials and experiences, advocates school and family social interaction, and provides an unbiased forum for sharing information on issues that impact our children. It is our belief that the team effort of a parent teachet organization offers the best possible learning environment for our children.

Program Services

DescriptionGrantsExpenses
CHILD ENRICHMENT AT BRADFORD ELEMENTARY SCHOOL WAS ACHIEVED BY VARIOUS SOCIAL EVENTS, INCLUDING BOOK FAIRS, FUNDRAISERS (E.G. GOLF TOURNAMENT, TRIVIA NIGHT, AND BAKE SALES), AND HOLIDAY AND SPRING SOCIALS. BRADFORD ELEMENTARY SCHOOL STUDENTS AND TEACHERS BENEFITTED FROM THE PROCEEDS OF ALL EVENTS, INCLUDING TECHNOLOGY PURCHASES, NEW TEXTS, AND CLASSROOM SUPPLIES.$11,399-
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATIE JALBERTTreasurerPT$0--
MEGAN SCHNAIBLECo-PresidentPT$0--
KRISTEN PERRYCo-PresidentPT$0--
JENNIFER KIRBYSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Various Fundraising Events$18,694$18,694$8,339$10,355
Total Events$18,694$18,694$8,339$10,355
Filing and Contact Details

Filer

Filer Name
Bradford Elementary School Pto
EIN
83-1023878
Phone
9783743400
Address
118 MONTVALE STREET, HAVERHILL, MA 01835

Signing Officer

Name
Katie Jalbert
Title
Treasurer
Signed
2019-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Harvey & Martin PC
Address
43 High St Suite 210, North Andover, MA 01845
Preparer
Jodi Ann Anselmo
Phone
9786887701
Supplemental Narrative

Additional Explanations

Other Expenses.1

“PROGRAM EXPENSES $11399”

Other Assets.1011

“Prepaid Expenses and Deferred Charges - Beginning $0 Prepaid Expenses and Deferred Charges - Ending $2000”

Raw XML Appendix146 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/PersonNm0KATIE JALBERT
IRS990EZ/BooksInCareOfDetail/PhoneNum09783743400
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0118 MONTVALE STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HAVERHILL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001835
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt011888
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt06982
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2906
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01862
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt011888
IRS990EZ/Form990TotalAssetsGrp/EOYAmt08982
IRS990EZ/FundraisingGrossIncomeAmt018694
IRS990EZ/GrossReceiptsAmt018694
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt011888
IRS990EZ/NetAssetsOrFundBalancesEOYAmt08982
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt011888
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt08982
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt115.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt315.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KATIE JALBERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MEGAN SCHNAIBLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KRISTEN PERRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JENNIFER KIRBY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02000
IRS990EZ/OtherExpensesTotalAmt011399
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE BRADFORD ELEMENTARY SCHOOL PARENT TEACHER ORGANIZATION IS A NONPROFIT PARENT TEACHER ORGANIZATION (PTO) WHOSE MISSION IS TO INSTITUTE AND SUSTAIN A CLOSE RELATIONSHIP BETWEEN THE PARENTS, TEACHERS, AND STUDENTS BY EVOLVING OPPORTUNITIES WITHIN THE HOME, SCHOOL, AND COMMUNITY. THE PTO PROVIDES ASSISTANCE TO TEACHERS WITHIN THE CLASSROOM SETTINGS, RAISES FUNDS FOR EDUCATIONAL MATERIALS AND EXPERIENCES, ADVOCATES SCHOOL AND FAMILY SOCIAL INTERACTION, AND PROVIDES AN UNBIASED FORUM FOR SHARING INFORMATION ON ISSUES THAT IMPACT OUR CHILDREN. IT IS OUR BELIEF THAT THE TEAM EFFORT OF A PARENT TEACHET ORGANIZATION OFFERS THE BEST POSSIBLE LEARNING ENVIRONMENT FOR OUR CHILDREN.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CHILD ENRICHMENT AT BRADFORD ELEMENTARY SCHOOL WAS ACHIEVED BY VARIOUS SOCIAL EVENTS, INCLUDING BOOK FAIRS, FUNDRAISERS (E.G. GOLF TOURNAMENT, TRIVIA NIGHT, AND BAKE SALES), AND HOLIDAY AND SPRING SOCIALS. BRADFORD ELEMENTARY SCHOOL STUDENTS AND TEACHERS BENEFITTED FROM THE PROCEEDS OF ALL EVENTS, INCLUDING TECHNOLOGY PURCHASES, NEW TEXTS, AND CLASSROOM SUPPLIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt011399
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt08339
IRS990EZ/SpecialEventsNetIncomeLossAmt010355
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt013261
IRS990EZ/TotalProgramServiceExpensesAmt011399
IRS990EZ/TotalRevenueAmt010355
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTPS://BRADFORD.HAVERHILL-PS.ORG/PTO/
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0885
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0885
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt018694
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt026454
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt045148
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt046033
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt018694
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt027339
IRS990ScheduleA/Total509Grp/TotalAmt046033
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt018694
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt027339
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt046033
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt08339
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0VARIOUS FUNDRAISING EVENTS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt018694
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt018694
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt018694
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt018694
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt010355
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt08339
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt08339
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROGRAM EXPENSES $11399
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Prepaid Expenses and Deferred Charges - Beginning $0 Prepaid Expenses and Deferred Charges - Ending $2000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Assets.1011
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATIE JALBERT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BRADFORD ELEMENTARY SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0BRAD
ReturnHeader/Filer/EIN0831023878
ReturnHeader/Filer/PhoneNum09783743400
ReturnHeader/Filer/USAddress/AddressLine1Txt0118 MONTVALE STREET
ReturnHeader/Filer/USAddress/CityNm0HAVERHILL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001835
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043122857
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Harvey & Martin PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt043 High St Suite 210
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0North Andover
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001845
ReturnHeader/PreparerPersonGrp/PhoneNum09786887701
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JODI ANN ANSELMO
ReturnHeader/ReturnTs02019-11-07T10:11:30-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,982
Liabilities
-
Net assets
$8,982
Revenue
$10,355
Expenses
$13,261
Net income
-$2,906
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$29.0$0.00$29.0$36.7$28.7$7.92
2024Summary only. Only limited summary data is available for this year.$22.8$0.00$29.4$15.9$13.5
2023Summary only. Only limited summary data is available for this year.$9.26$0.00$34.5$36.4$1.88
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.2$12.2$6.74$13.0$6.31
2020Detailed filing. Detailed filing data is available for this year.$18.5$18.5$18.7$9.18$9.54
2019Detailed filing. Detailed filing data is available for this year.$8.98$8.98$10.4$13.3$2.91
2018Detailed filing. Detailed filing data is available for this year.$11.9$11.9$8.85$14.2$5.34