Civic Intelligence

Belmonte Upper Elementary School PTO

990EZ • Fiscal year 2022 • EIN 87-1688368

Jul 01, 2021 to Jun 30, 2022 • Filed on Sep 02, 2022

Organization ProfileN/A
25 Dow StreetSaugus, MA 01906

(781) 231-5052

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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

78th percentile

29%

Higher net margin than 78% 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

Score unavailable

No value available

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

Source year 2022

Revenue Growth

Score unavailable

No value available

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

Source year 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$64,700

No earlier filing loaded for comparison.

Net Assets

$64,700

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin78th percentile

Revenue

$105,537

No earlier filing loaded for comparison.

Expenses

$74,856

No earlier filing loaded for comparison.

Net Income

$30,681

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.

$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

2022

Assets$64,700
Liabilities-
Net Assets$64,700
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2022

Revenue$105,537
Expenses$74,856
Net Income$30,681
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Sep 2, 2022
Return Version
2021v4.0
Gross Receipts
$105,537
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-$73,193
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lori FauciPresident-$0--
Jillian LauziereTreasurer-$0--
Lynn TallSecretary-$0--
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
2022-09-02
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.1002

“Office Expenses $3352”

Other Expenses.1

“Fun Run $25234”

Other Expenses.2

“5th Grade Events $16015”

Other Expenses.3

“Field Day $8907”

Other Expenses.4

“Holiday Shopping $7895”

Other Expenses.5

“Field Trip $7466”

Other Expenses.6

“Teacher Appreciation food $1579”

Other Expenses.7

“Teacher Appreciation event $1103”

Other Expenses.8

“Harvest Festival $813”

Other Expenses.9

“Holiday Stroll $406”

Other Expenses.10

“Teacher Appreciation other $340”

Other Expenses.11

“Cultural Event $83”

Raw XML Appendix154 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/PhoneNum07812315052
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt025 Dow Street
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Saugus
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001906
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt064700
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IRS990EZ/ContributionsGiftsGrantsEtcAmt0105537
IRS990EZ/CostOfGoodsSoldAmt00
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IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Lynn Tall
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt034019
IRS990EZ/OtherExpensesTotalAmt073193
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE ENRICHMENT PROGRAMS FOR CHILDREN
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROGRAM EXPENSES ARE FOR ENRICHMENT, FIELD DAY AND GRADE SPECIFIC PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt073193
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/TotalExpensesAmt074856
IRS990EZ/TotalProgramServiceExpensesAmt073193
IRS990EZ/TotalRevenueAmt0105537
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0105537
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0105537
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0105537
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0105537
IRS990ScheduleA/Total509Grp/TotalAmt0105537
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0105537
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0105537
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $3352
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Fun Run $25234
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt25th Grade Events $16015
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Field Day $8907
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Holiday Shopping $7895
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Field Trip $7466
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Teacher Appreciation food $1579
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Teacher Appreciation event $1103
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Harvest Festival $813
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Holiday Stroll $406
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Teacher Appreciation other $340
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Cultural Event $83
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
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
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jillian Lauziere
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-09-02
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/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/ReturnTs02022-09-02T08:13:49-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Jillian
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Lauziere
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$64,700
Liabilities
-
Net assets
$64,700
Revenue
$105,537
Expenses
$74,856
Net income
$30,681
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