Civic Intelligence

Belmonte Upper Elementary School PTO

990EZ • Fiscal year 2023 • EIN 87-1688368

Jul 01, 2022 to Jun 30, 2023 • Filed on Aug 29, 2023

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

23rd percentile

-15%

Higher net margin than 23% of similar nonprofits.

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

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.

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

Asset Growth

18th percentile

-30%

Faster asset growth than 18% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

68th percentile

24%

Faster revenue growth than 68% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$45,298

Down $19,402 (-30%) from 2022

Net Assets

Down

$45,298

Down $19,402 (-30%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin23rd percentile

Revenue

Up

$130,593

Up $25,056 (+24%) from 2022

Expenses

Up

$149,995

Up $75,139 (+100%) from 2022

Net Income

Down

-$19,402

Down $50,083 (-163%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

2023

Assets$45,298
Liabilities-
Net Assets$45,298
Open 2023 Filing

Operations Trend

Revenue Growth68th percentile

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

2023

Revenue$130,593
Expenses$149,995
Net Income-$19,402
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Aug 29, 2023
Return Version
2022v5.0
Gross Receipts
$130,593
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-$143,007
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
2023-08-29
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 $76”

Other Expenses.1002

“Office Expenses $12844”

Other Expenses.1

“Field Trip $34210”

Other Expenses.2

“Fun Run $31912”

Other Expenses.3

“5th Grade Events $30109”

Other Expenses.4

“Holiday Shopping $12856”

Other Expenses.5

“Field Day $12424”

Other Expenses.6

“BOOK FAIR $7749”

Other Expenses.7

“Teacher Appreciation food $3020”

Other Expenses.8

“Teacher Appreciation other $2872”

Other Expenses.9

“Fall Ball $507”

Other Expenses.10

“Holiday Stroll $287”

Other Expenses.11

“Mass Reg Fee $170”

Other Expenses.12

“Founders Day $109”

Raw XML Appendix160 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/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE ENRICHMENT PROGRAMS FOR CHILDREN
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0143007
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0149995
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IRS990EZ/TotalRevenueAmt0130593
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0130593
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0105537
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0236130
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/PublicSupportTotal509Amt0236130
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0130593
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0105537
IRS990ScheduleA/Total509Grp/TotalAmt0236130
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0105537
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0236130
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $76
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $12844
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Field Trip $34210
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Fun Run $31912
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt45th Grade Events $30109
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Holiday Shopping $12856
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Field Day $12424
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7BOOK FAIR $7749
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Teacher Appreciation food $3020
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Teacher Appreciation other $2872
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Fall Ball $507
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Holiday Stroll $287
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Mass Reg Fee $170
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Founders Day $109
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.9
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.12
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jillian Lauziere
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-29
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
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CANIFF & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0220 BROADWAY STE 105
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
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ReturnHeader/PreparerPersonGrp/PhoneNum07815998800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Bernard L Caniff Jr
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-08-29T12:26:40-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Jillian
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Lauziere
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$45,298
Liabilities
-
Net assets
$45,298
Revenue
$130,593
Expenses
$149,995
Net income
-$19,402
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