Civic Intelligence

Old Sturbridge Academy Parent Teacher Scholar Association Inc

990EZ • Fiscal year 2022 • EIN 83-1076846

Sep 01, 2021 to Aug 31, 2022 • Filed on Jul 15, 2022

2 Old Sturbridge Village RdSturbridge, MA 01556

(774) 573-8853

Siviq Scores

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

Liabilities / Assets

81st percentile

0.12x

Higher debt load relative to assets than 81% of similar nonprofits.

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

Liabilities / Revenue

82nd percentile

0.10x

Higher debt load relative to revenue than 82% of similar nonprofits.

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

Net Margin

33rd percentile

-3.9%

Higher net margin than 33% 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

60th percentile

7.8%

Faster asset growth than 60% of similar nonprofits.

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

Revenue Growth

82nd percentile

91%

Faster revenue growth than 82% of similar nonprofits.

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

Assets

Up

$49,499

Up $3,578 (+7.8%) from 2021

Net Assets

Down

$43,513

Down $2,408 (-5.2%) from 2021

Liabilities

Up

$5,986

Up $5,986 from 2021

Revenue

Up

$57,386

Up $27,375 (+91%) from 2021

Expenses

Up

$59,646

Up $46,125 (+341%) from 2021

Net Income

Down

-$2,260

Down $18,750 (-114%) from 2021

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2019: $23,377Liabilities 2019: $02019Assets 2020: $33,223Liabilities 2020: $3,7932020Assets 2021: $45,921Liabilities 2021: $0Net Assets 2021: $45,9212021Assets 2022: $49,499Liabilities 2022: $5,986Net Assets 2022: $43,5132022Assets 2023: $25,489Liabilities 2023: $5,179Net Assets 2023: $20,3102023Assets 2024: $49,380Net Assets 2024: $49,3802024Assets 2025: $0Net Assets 2025: $02025

Highlighted filing

2022

Assets$49,499
Liabilities$5,986
Net Assets$43,513

Operations Trend

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

$100K$50K$0-$50KRevenue 2019: $33,377Expenses 2019: $10,000Net Income 2019: $23,3772019Revenue 2020: $13,587Expenses 2020: $7,534Net Income 2020: $6,0532020Revenue 2021: $30,011Expenses 2021: $13,521Net Income 2021: $16,4902021Revenue 2022: $57,386Expenses 2022: $59,646Net Income 2022: -$2,2602022Revenue 2023: $54,790Expenses 2023: $78,144Net Income 2023: -$23,3542023Revenue 2024: $58,996Expenses 2024: $29,926Net Income 2024: $29,0702024Revenue 2025: $11,687Expenses 2025: $61,067Net Income 2025: -$49,3802025

Highlighted filing

2022

Revenue$57,386
Expenses$59,646
Net Income-$2,260
Jump To
Filing Snapshot
Filing Period
Sep 1, 2021 to Aug 31, 2022
Signed
Jul 15, 2022
Return Version
2021v4.0
Gross Receipts
$61,699
Mission and Program Overview

Mission

To promote collaboration between families, scholars and teachers to enrich the educational experience at osacps. To support the needs of scholars and staff through fundraising

To promote collaboration between families, scholars and teachers to enrich the educational experience at osacps. To support the needs of scholars and staff through fundraising.

Program Services

DescriptionGrantsExpenses
SCHOOL EXPEDITION REIMBURSEMENTS AND STUDENT/TEACHER SUPPORT$28,301$43,540
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANIELLE BJORKPresident-$0--
ANNE NORTONVice Preside-$0--
AMEE AUGERTreasurer-$0--
MEAGHEN SOULORSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$37,336$37,336$152$37,184
Oxtrot 5k$13,069$13,069$4,161$8,908
Total Events$50,405$50,405$4,313$46,092
Filing and Contact Details

Filer

Filer Name
Old Sturbridge Academy Parent
EIN
83-1076846
Phone
7745738853
Address
2 OLD STURBRIDGE VILLAGE RD, STURBRIDGE, MA 01556

Signing Officer

Name
Amee Auger
Title
Treasurer
Phone
7745738853
Signed
2022-07-15
Discuss with paid preparer
Yes

Preparer

Firm
Shaun Richard CPA Pc
Address
10 LINDEN ST, SPENCER, MA 01562-2205
Preparer
Shaun Richard
Phone
5088853065
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Name: old sturbridge academy charter address: 1 old sturbridge village rd sturbridge, ma 01566 cash contribution: 28,301

Form 990-ez, Part I, Line 16

Oxtrot 5k advertising and promotion 1,095 expenses dues and subscriptions 398 student events and suppor 12,994 taxes 35 teacher appreciation 1,724 total 16,246

Form 990-ez, Part I, Line 20

ROUNDING 1

Form 990-ez, Part II, Line 24

Prepaid expenses and deferred charges 150 1,586 total 150 1,586

Form 990-ez, Part II, Line 26

DEFERRED REVENUE 0 5,986

Form 990-ez, Part III

To promote collaboration between families, scholars and teachers to enrich the educational experience at osacps. To support the needs of scholars and staff through fundraising.

Raw XML Appendix157 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/PersonNm0AMEE AUGER
IRS990EZ/BooksInCareOfDetail/PhoneNum07745738853
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0126 OAKWOOD DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0EAST BROOKFIELD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001515
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt045622
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DANIELLE BJORK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANNE NORTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2AMEE AUGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MEAGHEN SOULOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
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IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
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IRS990EZ/OtherChangesInNetAssetsAmt01
IRS990EZ/OtherExpensesTotalAmt016246
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE COLLABORATION BETWEEN FAMILIES, SCHOLARS AND TEACHERS TO ENRICH THE EDUCATIONAL EXPERIENCE AT OSACPS. TO SUPPORT THE NEEDS OF SCHOLARS AND STAFF THROUGH FUNDRAISING.
IRS990EZ/PrintingPublicationsPostageAmt0123
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0300
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0460
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt046092
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt04313
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0152
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt04161
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: OLD STURBRIDGE ACADEMY CHARTER ADDRESS: 1 OLD STURBRIDGE VILLAGE RD STURBRIDGE, MA 01566 CASH CONTRIBUTION: 28,301
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OXTROT 5K ADVERTISING AND PROMOTION 1,095 EXPENSES DUES AND SUBSCRIPTIONS 398 STUDENT EVENTS AND SUPPOR 12,994 TAXES 35 TEACHER APPRECIATION 1,724 TOTAL 16,246
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ROUNDING 1
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PREPAID EXPENSES AND DEFERRED CHARGES 150 1,586 TOTAL 150 1,586
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DEFERRED REVENUE 0 5,986
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TO PROMOTE COLLABORATION BETWEEN FAMILIES, SCHOLARS AND TEACHERS TO ENRICH THE EDUCATIONAL EXPERIENCE AT OSACPS. TO SUPPORT THE NEEDS OF SCHOLARS AND STAFF THROUGH FUNDRAISING.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III
ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0AMEE AUGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07745738853
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-07-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OLD STURBRIDGE ACADEMY PARENT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TEACHER SCHOLAR ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0OLDS
ReturnHeader/Filer/EIN0831076846
ReturnHeader/Filer/PhoneNum07745738853
ReturnHeader/Filer/USAddress/AddressLine1Txt02 OLD STURBRIDGE VILLAGE RD
ReturnHeader/Filer/USAddress/CityNm0STURBRIDGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001556
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471768788
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SHAUN RICHARD CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010 LINDEN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SPENCER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0015622205
ReturnHeader/PreparerPersonGrp/PhoneNum05088853065
ReturnHeader/PreparerPersonGrp/PreparationDt02023-07-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHAUN RICHARD
ReturnHeader/ReturnTs02023-07-15T19:52:41-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0AMEE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0AUGER
ReturnHeader/TaxPeriodBeginDt02021-09-01
ReturnHeader/TaxPeriodEndDt02022-08-31
ReturnHeader/TaxYr02021

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Filings