Civic Intelligence

Charlotte Dunning School PTO

EIN 91-2162390 • 501(c)3 • Framingham, MA

Profile

To raise funds for educational programs, encourage parent and teacher involvement and promote child advocacy by supplementing curriculum, providing enrichment programs and events and purchasing materials not provided by school district.

48 Frost StreetFramingham, MA 01701

n/A

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

67th percentile

13%

Higher net margin than 67% of similar nonprofits.

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

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

80th percentile

26%

Faster asset growth than 80% of similar nonprofits.

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

Revenue Growth

88th percentile

65%

Faster revenue growth than 88% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$21,131

Up $4,395 (+26%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$21,131

Up $4,395 (+26%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin67th percentile

Revenue

Up

$34,222

Up $13,540 (+65%) from 2023

Expenses

Down

$29,827

Down $27,869 (-48%) from 2023

Net Income

Up

$4,395

Up $41,409 (+112%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth80th percentile

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

$100K$50K$0Assets 2011: $18,910Liabilities 2011: $02011Assets 2017: $72,673Liabilities 2017: $02017Assets 2018: $68,199Liabilities 2018: $02018Assets 2019: $80,332Liabilities 2019: $02019Assets 2020: $87,700Liabilities 2020: $02020Assets 2021: $88,954Liabilities 2021: $02021Assets 2022: $53,750Net Assets 2022: $53,7502022Assets 2023: $16,736Net Assets 2023: $16,7362023Assets 2024: $21,131Net Assets 2024: $21,1312024

Highlighted filing

2024

Assets$21,131
Liabilities-
Net Assets$21,131
Open 2024 Filing

Operations Trend

Revenue Growth88th percentile

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

$100K$50K$0-$50KRevenue 2011: $25,002Expenses 2011: $40,558Net Income 2011: -$15,5562011Revenue 2017: $48,607Expenses 2017: $53,365Net Income 2017: -$4,7582017Revenue 2018: $43,229Expenses 2018: $47,703Net Income 2018: -$4,4742018Revenue 2019: $41,716Expenses 2019: $29,582Net Income 2019: $12,1342019Revenue 2020: $36,082Expenses 2020: $28,714Net Income 2020: $7,3682020Revenue 2021: $13,564Expenses 2021: $12,310Net Income 2021: $1,2542021Revenue 2022: $26,192Expenses 2022: $61,396Net Income 2022: -$35,2042022Revenue 2023: $20,682Expenses 2023: $57,696Net Income 2023: -$37,0142023Revenue 2024: $34,222Expenses 2024: $29,827Net Income 2024: $4,3952024

Highlighted filing

2024

Revenue$34,222
Expenses$29,827
Net Income$4,395
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$21,131
Liabilities
-
Net assets
$21,131
Revenue
$34,222
Expenses
$29,827
Net income
$4,395
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$21.1$21.1$34.2$29.8$4.40
2023Detailed filing. Detailed filing data is available for this year.$16.7$16.7$20.7$57.7$37.0
2022Detailed filing. Detailed filing data is available for this year.$53.8$53.8$26.2$61.4$35.2
2021Summary only. Only limited summary data is available for this year.$89.0$0.00$13.6$12.3$1.25
2020Summary only. Only limited summary data is available for this year.$87.7$0.00$36.1$28.7$7.37
2019Summary only. Only limited summary data is available for this year.$80.3$0.00$41.7$29.6$12.1
2018Summary only. Only limited summary data is available for this year.$68.2$0.00$43.2$47.7$4.47
2017Summary only. Only limited summary data is available for this year.$72.7$0.00$48.6$53.4$4.76
2011Summary only. Only limited summary data is available for this year.$18.9$0.00$25.0$40.6$15.6
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 21, 2024
Return Version
2023v5.1
Gross Receipts
$39,987
Mission and Program Overview

Mission

To raise funds for educational programs, encourage parent and teacher involvement and promote child advocacy by supplementing curriculum, providing enrichment programs and events and purchasing materials not provided by school district.

Program Services

DescriptionGrantsExpenses
Student/Teacher Support:To provide Teacher and Students with discretionary funds to supplement educational needs in the classroom and provide school wide spirit events.-$17,295
Enrichment Activities:To provide educational programs that are an extension of the classroom curriculum.-$9,605
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Erin SextonPresident-$0--
Stacey GleasonPresident-$0--
Rachel BrunoVice President-$0--
Kelly BoberSecretary-$0--
Beth O'BrienVice President-$0--
Tawny BowenTreasurer-$0--
Katelyn MacDonaldSecretary-$0--
Jennifer RonanTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Panda Challenge$28,398$28,398$4,401$23,997
Total Events$28,398$28,398$4,401$23,997
Filing and Contact Details

Filer

Filer Name
Charlotte Dunning School PTO
EIN
91-2162390
Phone
5086269155
Address
48 Frost Street, Framingham, MA 01701

Signing Officer

Name
Erin Sexton
Title
President
Signed
2024-10-21
Discuss with paid preparer
Yes

Preparer

Firm
Leslie a St Jean Accounting & Tax Serv
Address
5 Sibley Street, Grafton, MA 01519
Preparer
Jennifer Scionti
Phone
5083803446
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $371”

Other Expenses.1012

“Insurance $75”

Other Expenses.1

“Student and Teacher Support $17295”

Other Expenses.2

“Enrichment Activities $9605”

Other Expenses.3

“Translation Cost $758”

Other Expenses.4

“Online Directory $550”

Other Expenses.5

“Dues and Subscriptions $340”

Other Expenses.6

“Bank Charges $47”

Other Expenses.7

“Regulatory Fees $36”

Raw XML Appendix193 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/GroupExemptionNum03717
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Erin Sexton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Stacey Gleason
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Rachel Bruno
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Kelly Bober
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Beth O'Brien
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Tawny Bowen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Katelyn MacDonald
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Jennifer Ronan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt029077
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To raise funds for educational programs, encourage parent and teacher involvement and promote child advocacy by supplementing curriculum, providing enrichment programs and events and purchasing materials not provided by school district.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Student/Teacher Support:To provide Teacher and Students with discretionary funds to supplement educational needs in the classroom and provide school wide spirit events.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Enrichment Activities:To provide educational programs that are an extension of the classroom curriculum.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt017295
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt19605
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt05765
IRS990EZ/SpecialEventsNetIncomeLossAmt032435
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt029827
IRS990EZ/TotalProgramServiceExpensesAmt026900
IRS990EZ/TotalRevenueAmt034222
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01787
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0350
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0984
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt04000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt05303
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt012424
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt058700
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0192263
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0204687
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
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IRS990ScheduleA/Total509Grp/TotalAmt0204687
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt039987
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0204687
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt04401
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Panda Challenge
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt028398
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt028398
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt023997
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt04401
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04401
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $371
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $75
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Student and Teacher Support $17295
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Enrichment Activities $9605
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Translation Cost $758
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Online Directory $550
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Dues and Subscriptions $340
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Bank Charges $47
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Regulatory Fees $36
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Erin Sexton
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Charlotte Dunning School PTO
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0912162390
ReturnHeader/Filer/PhoneNum05086269155
ReturnHeader/Filer/USAddress/AddressLine1Txt048 Frost Street
ReturnHeader/Filer/USAddress/CityNm0Framingham
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001701
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043554951
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LESLIE A ST JEAN ACCOUNTING & TAX SERV
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05 Sibley Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Grafton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001519
ReturnHeader/PreparerPersonGrp/PhoneNum05083803446
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jennifer Scionti
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-10-21T11:55:19-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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