Civic Intelligence

Swallow Union Elementary Parent Teacher Organization

990EZ • Fiscal year 2021 • EIN 86-2293457

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 22, 2021

Organization Profilewww.swallowunionpto.org
522 Main StDunstable, MA 01827-1813

(978) 272-1344

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

98th percentile

95%

Higher net margin than 98% 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

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

$4,746

No earlier filing loaded for comparison.

Net Assets

$4,746

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin98th percentile

Revenue

$5,000

No earlier filing loaded for comparison.

Expenses

$254

No earlier filing loaded for comparison.

Net Income

$4,746

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$60K$40K$20K$0Assets 2021: $4,746Liabilities 2021: $0Net Assets 2021: $4,7462021Assets 2022: $16,943Liabilities 2022: $0Net Assets 2022: $16,9432022Assets 2023: $29,074Liabilities 2023: $0Net Assets 2023: $29,0742023Assets 2024: $37,889Liabilities 2024: $0Net Assets 2024: $37,8892024Assets 2025: $47,127Net Assets 2025: $47,1272025

Highlighted filing

2021

Assets$4,746
Liabilities$0
Net Assets$4,746
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60K$40K$20K$0Revenue 2021: $5,000Expenses 2021: $254Net Income 2021: $4,7462021Revenue 2022: $32,465Expenses 2022: $15,522Net Income 2022: $16,9432022Revenue 2023: $40,439Expenses 2023: $28,307Net Income 2023: $12,1322023Revenue 2024: $33,598Expenses 2024: $24,783Net Income 2024: $8,8152024Revenue 2025: $24,623Expenses 2025: $20,127Net Income 2025: $4,4962025

Highlighted filing

2021

Revenue$5,000
Expenses$254
Net Income$4,746
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 22, 2021
Return Version
2020v4.0
Gross Receipts
$5,000
Mission and Program Overview

Mission

ToenhanceandsupporttheeducationalexperienceatSwallowUnionElementarySchool,todevelopacloserconnectionbetweenschoolandhomebyencouragingparentinvolvement,andtoimprovetheenvironmentatSwallowUnionElementarySchoolthroughvolunteerandfinancialsupport.

Program Services

DescriptionGrantsExpenses
SwallowUnionElementaryPTOwasorganizedonMarch4,2021intheCommonwealthofMassachusettsandgranted501c3statusonJune28,2021.ThePTO'sfiscalyearendedJune30,2021sonofundraisingeffortsweremadeinthatschoolyear.FundraisingcommencedthefiscalyearthatbeganJuly1,2021.$0$0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Cynthia Lane-HandCo-President-$0--
Christina AndrioleCo-President-$0--
Colleen NeffTreasurer-$0--
Andrea ForsmoSecretary Clerk-$0--
Christina McLaneVice President-$0--
Lacey McCabeVolunteer Recruitment Coordinator-$0--
Annika SelingerDigital Marketing Coordinator-$0--
Jennifer DinneenTeacher Representative-$0--
Filing and Contact Details

Filer

Filer Name
Swallow Union Elementary Parent Teacher Organization
EIN
86-2293457
In Care Of
% Colleen Neff
Address
522 MAIN ST, DUNSTABLE, MA 01827-1813

Signing Officer

Name
Colleen Neff
Title
Treasurer
Signed
2021-10-22
Supplemental Narrative

Additional Explanations

Part I, line 16

“| Other Expenses:, Amount:| Secretary of State Registration Fee, $35| Mass AG Registration Fee, $150| Quickbooks Accounting Software, $13| Website Fee, $30| Check order, $26|”

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/PhoneNum09782721344
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IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001450
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Cynthia Lane-Hand
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Andrea Forsmo
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Christina McLane
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Lacey McCabe
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Annika Selinger
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Jennifer Dinneen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Co-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Co-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary Clerk
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Volunteer Recruitment Coordinator
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Digital Marketing Coordinator
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Teacher Representative
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt0254
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ToenhanceandsupporttheeducationalexperienceatSwallowUnionElementarySchool,todevelopacloserconnectionbetweenschoolandhomebyencouragingparentinvolvement,andtoimprovetheenvironmentatSwallowUnionElementarySchoolthroughvolunteerandfinancialsupport.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SwallowUnionElementaryPTOwasorganizedonMarch4,2021intheCommonwealthofMassachusettsandgranted501c3statusonJune28,2021.ThePTO'sfiscalyearendedJune30,2021sonofundraisingeffortsweremadeinthatschoolyear.FundraisingcommencedthefiscalyearthatbeganJuly1,2021.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/TotalExpensesAmt0254
IRS990EZ/TotalRevenueAmt05000
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.swallowunionpto.org
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0| Year:, Amount:, Description:| 2016, , | 2017, | 2018, | 2019, | 2020, |
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part III - Line 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05000
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt00
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt05000
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Other Expenses:, Amount:| Secretary of State Registration Fee, $35| Mass AG Registration Fee, $150| Quickbooks Accounting Software, $13| Website Fee, $30| Check order, $26|
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, line 16
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Colleen Neff
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SWALLOW UNION ELEMENTARY PARENT TEACHER ORGANIZATION
ReturnHeader/Filer/BusinessNameControlTxt0SWAL
ReturnHeader/Filer/EIN0862293457
ReturnHeader/Filer/ForeignPhoneNum09782721344
ReturnHeader/Filer/InCareOfNm0% Colleen Neff
ReturnHeader/Filer/USAddress/AddressLine1Txt0522 MAIN ST
ReturnHeader/Filer/USAddress/CityNm0DUNSTABLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd0018271813
ReturnHeader/ReturnTs02021-10-22T02:25:12-04:00
ReturnHeader/ReturnTypeCd0990EZ
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
$4,746
Liabilities
$0
Net assets
$4,746
Revenue
$5,000
Expenses
$254
Net income
$4,746
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$47.1$47.1$24.6$20.1$4.50
2024Detailed filing. Detailed filing data is available for this year.$37.9$0.00$37.9$33.6$24.8$8.82
2023Detailed filing. Detailed filing data is available for this year.$29.1$0.00$29.1$40.4$28.3$12.1
2022Detailed filing. Detailed filing data is available for this year.$16.9$0.00$16.9$32.5$15.5$16.9
2021Detailed filing. Detailed filing data is available for this year.$4.75$0.00$4.75$5.00$0.25$4.75