Civic Intelligence

Belmonte Upper Elementary School PTO

990EZ • Fiscal year 2024 • EIN 87-1688368

Jul 01, 2023 to Jun 30, 2024 • Filed on Sep 23, 2024

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

22nd percentile

-15%

Higher net margin than 22% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

16th percentile

-36%

Faster asset growth than 16% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

24th percentile

-22%

Faster revenue growth than 24% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$29,073

Down $16,225 (-36%) from 2023

Net Assets

Down

$29,073

Down $16,225 (-36%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin22nd percentile

Revenue

Down

$102,175

Down $28,418 (-22%) from 2023

Expenses

Down

$117,774

Down $32,221 (-21%) from 2023

Net Income

Up

-$15,599

Up $3,803 (+20%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth16th 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

2024

Assets$29,073
Liabilities-
Net Assets$29,073
Open 2024 Filing

Operations Trend

Revenue Growth24th 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

2024

Revenue$102,175
Expenses$117,774
Net Income-$15,599
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Sep 23, 2024
Return Version
2023v5.1
Gross Receipts
$102,175
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-$109,933
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lori FauciPresident-$0--
Jillian LauziereTreasurer-$0--
Lynn TallSecretary-$0--
Lisa CorbinVice President-$0--
Michelle ArinelloFund Raising Ch-$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
2024-09-23
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 $185”

Other Expenses.1002

“Office Expenses $5326”

Other Expenses.1

“Field Day $41858”

Other Expenses.2

“Field Trip $17389”

Other Expenses.3

“Fun Run $14968”

Other Expenses.4

“5th Grade Events $12081”

Other Expenses.5

“Holiday Shopping $9093”

Other Expenses.6

“BOOK FAIR $7051”

Other Expenses.7

“Teacher Appreciation food $3897”

Other Expenses.8

“Teacher Appreciation other $2839”

Other Expenses.9

“Holiday Stroll $1056”

Other Expenses.10

“Pie Fundraiser Expenses $911”

Other Expenses.11

“Founders Day $200”

Other Expenses.12

“Mass Reg Fee $70”

Raw XML Appendix166 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/USAddress/CityNm0Saugus
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001906
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IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Lori Fauci
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jillian Lauziere
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Lynn Tall
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Lisa Corbin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Michelle Arinello
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Fund Raising Ch
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0116924
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/ProgramServiceExpensesAmt0109933
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/TotalExpensesAmt0117774
IRS990EZ/TotalProgramServiceExpensesAmt0109933
IRS990EZ/TotalRevenueAmt0102175
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0102173
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0130593
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0105537
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0338303
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/PublicSupportTotal509Amt0338303
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0102173
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0130593
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0105537
IRS990ScheduleA/Total509Grp/TotalAmt0338303
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0102173
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0130593
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0105537
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0338303
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $185
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $5326
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Field Day $41858
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Field Trip $17389
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Fun Run $14968
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt55th Grade Events $12081
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Holiday Shopping $9093
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7BOOK FAIR $7051
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Teacher Appreciation food $3897
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Teacher Appreciation other $2839
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Holiday Stroll $1056
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Pie Fundraiser Expenses $911
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Founders Day $200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Mass Reg Fee $70
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.12
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jillian Lauziere
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-23
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/ReturnTs02024-09-23T08:19:37-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$29,073
Liabilities
-
Net assets
$29,073
Revenue
$102,175
Expenses
$117,774
Net income
-$15,599
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