Civic Intelligence

Belmonte Upper Elementary School PTO

EIN 87-1688368 • 501(c)3 • Saugus, MA

Profile

To provide enrichment programs for children

25 Dow StreetSaugus, MA 01906

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

26th percentile

-16%

Higher net margin than 26% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

25th percentile

-29%

Faster asset growth than 25% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

17th percentile

-48%

Faster revenue growth than 17% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$20,519

Down $8,554 (-29%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$20,519

Down $8,554 (-29%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin26th percentile

Revenue

Down

$52,910

Down $49,265 (-48%) from 2024

Expenses

Down

$61,464

Down $56,310 (-48%) from 2024

Net Income

Up

-$8,554

Up $7,045 (+45%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth25th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2022: $64,700Net Assets 2022: $64,7002022Assets 2023: $45,298Net Assets 2023: $45,2982023Assets 2024: $29,073Net Assets 2024: $29,0732024Assets 2025: $20,519Net Assets 2025: $20,5192025

Highlighted filing

2025

Assets$20,519
Liabilities-
Net Assets$20,519
Open 2025 Filing

Operations Trend

Revenue Growth17th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2022: $105,537Expenses 2022: $74,856Net Income 2022: $30,6812022Revenue 2023: $130,593Expenses 2023: $149,995Net Income 2023: -$19,4022023Revenue 2024: $102,175Expenses 2024: $117,774Net Income 2024: -$15,5992024Revenue 2025: $52,910Expenses 2025: $61,464Net Income 2025: -$8,5542025

Highlighted filing

2025

Revenue$52,910
Expenses$61,464
Net Income-$8,554
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,519
Liabilities
-
Net assets
$20,519
Revenue
$52,910
Expenses
$61,464
Net income
-$8,554
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.21$0.21$0.53$0.61$0.09
2024Detailed filing. Detailed filing data is available for this year.$0.29$0.29$1.02$1.18$0.16
2023Detailed filing. Detailed filing data is available for this year.$0.45$0.45$1.31$1.50$0.19
2022Detailed filing. Detailed filing data is available for this year.$0.65$0.65$1.06$0.75$0.31
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 20, 2025
Return Version
2024v5.2
Gross Receipts
$118,130
Mission and Program Overview

Mission

To provide enrichment programs for children

Program Services

DescriptionGrantsExpenses
PROGRAM EXPENSES ARE FOR ENRICHMENT, FIELD DAY AND GRADE SPECIFIC PROGRAMS-$59,998
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lori FauciVice President-$0--
Jillian LauziereTreasurer-$0--
Lynn TallSecretary-$0--
Lisa CorbinPresident-$0--
Michelle ArinelloFund Raising Ch-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run$60,624$60,624$20,994$39,630
Fifth Grade$19,704$19,704$20,788$-1,084
Total Events$111,266$111,266$65,220$46,046
Filing and Contact Details

Filer

Filer Name
Belmonte Upper Elementary School Pto
EIN
87-1688368
Phone
7812315052
Address
25 DOW STREET, SAUGUS, MA 01906

Signing Officer

Name
Jillian Lauziere
Title
Treasurer
Signed
2025-10-20
Discuss with paid preparer
Yes

Preparer

Firm
Caniff & Associates
Address
220 BROADWAY STE 105, LYNNFIELD, MA 01940
Preparer
Bernard L Caniff Jr
Phone
7815998800
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $71”

Other Expenses.1002

“Office Expenses $9153”

Other Expenses.1

“Field Trip $21999”

Other Expenses.2

“Field Day $19740”

Other Expenses.3

“Teacher Appreciation food $5511”

Other Expenses.4

“School Event Food $938”

Other Expenses.5

“Teacher Appreciation event $874”

Other Expenses.6

“Teacher Appreciation Gifts $730”

Other Expenses.7

“Teacher Appreciation other $636”

Other Expenses.8

“School Event $417”

Other Expenses.9

“Mass Reg Fee $110”

Other Expenses.10

“Quickbooks fee $37”

Other Expenses.11

“Harland Clark check order $8”

Raw XML Appendix192 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/OfficerDirectorTrusteeEmplGrp/TitleTxt4Fund Raising Ch
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt060224
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE ENRICHMENT PROGRAMS FOR CHILDREN
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt059998
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TotalRevenueAmt052910
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt06984
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0102173
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0130593
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IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0345287
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $71
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $9153
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Field Trip $21999
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Field Day $19740
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Teacher Appreciation food $5511
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Quickbooks fee $37
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.11
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jillian Lauziere
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BELMONTE UPPER ELEMENTARY SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0BELM
ReturnHeader/Filer/EIN0871688368
ReturnHeader/Filer/PhoneNum07812315052
ReturnHeader/Filer/USAddress/AddressLine1Txt025 DOW STREET
ReturnHeader/Filer/USAddress/CityNm0SAUGUS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001906
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0454004558
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CANIFF & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0220 BROADWAY STE 105
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LYNNFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001940
ReturnHeader/PreparerPersonGrp/PhoneNum07815998800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Bernard L Caniff Jr
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-10-20T08:20:00-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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