Civic Intelligence

South Middle School PTO Corp

EIN 93-1373172 • 501(c)3 • Braintree, MA

Profile

Support secondary education

220 Peach StreetBraintree, MA 02184
Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

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

Liabilities / Revenue

62nd percentile

0.00x

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

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

Net Margin

18th percentile

-32%

Higher net margin than 18% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

23rd percentile

-38%

Faster asset growth than 23% of similar nonprofits.

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

Revenue Growth

18th percentile

-52%

Faster revenue growth than 18% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$6,575

Down $4,107 (-38%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$6,575

Down $4,107 (-38%) from 2024

Operations
Liabilities / Revenue62nd percentileNet Margin18th percentile

Revenue

Down

$12,654

Down $13,546 (-52%) from 2024

Expenses

Up

$16,761

Up $1,243 (+8.0%) from 2024

Net Income

Down

-$4,107

Down $14,789 (-138%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth23rd percentile

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

$15K$10K$5.0K$0Assets 2024: $10,682Liabilities 2024: $0Net Assets 2024: $10,6822024Assets 2025: $6,575Liabilities 2025: $0Net Assets 2025: $6,5752025

Highlighted filing

2025

Assets$6,575
Liabilities$0
Net Assets$6,575
Open 2025 Filing

Operations Trend

Revenue Growth18th percentile

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

$30K$20K$10K$0-$10KRevenue 2024: $26,200Expenses 2024: $15,518Net Income 2024: $10,6822024Revenue 2025: $12,654Expenses 2025: $16,761Net Income 2025: -$4,1072025

Highlighted filing

2025

Revenue$12,654
Expenses$16,761
Net Income-$4,107
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$6,575
Liabilities
$0
Net assets
$6,575
Revenue
$12,654
Expenses
$16,761
Net income
-$4,107
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.58$0.00$6.58$12.7$16.8$4.11
2024Detailed filing. Detailed filing data is available for this year.$10.7$0.00$10.7$26.2$15.5$10.7
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jan 20, 2026
Return Version
2024v5.0
Gross Receipts
$21,091
Mission and Program Overview

Mission

Support secondary education

Support secondary education.

Program Services

DescriptionGrantsExpenses
Field trips. The organization provided funding for field trips at the school.$0$5,198
Other program services.$0$4,464
Staff appreciation. The organization provided funding for teacher and staff events at the school.$0$3,609
Graduation. The organization provided funding for graduation events at the school.$0$2,751
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lisa O'ConnorPresident And Director-$0--
Mary RocheTreasurer And Director-$0--
Julie LinehanSecretary And Director-$0--
Damon RainieDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Walk-a-thon$14,828$14,828$8,115$6,713
Calendar, dance, other events$5,513$5,513$322$5,191
Total Events$20,341$20,341$8,437$11,904
Filing and Contact Details

Filer

Filer Name
South Middle School Pto Corp
EIN
93-1373172
Phone
7813800160
Address
220 Peach Street, Braintree, MA 02184

Signing Officer

Name
Mary Roche
Title
Treasurer
Phone
6176970554
Signed
2026-01-20
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10

“Field trips, staff appreciation, graduation, teacher reimbursements and other programs.”

Form 990-EZ, Part I, Line 16

“Tax registrations and fees.”

Form 990-EZ, Part III, Line (28-31)

“Other program services include teacher reimbursements and other programs.”

Raw XML Appendix195 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/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Mary Roche
IRS990EZ/BooksInCareOfDetail/PhoneNum07813800160
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0220 Peach Street
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Braintree
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002184
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt010682
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt06575
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt0750
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-4107
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt010682
IRS990EZ/Form990TotalAssetsGrp/EOYAmt06575
IRS990EZ/FundraisingGrossIncomeAmt020341
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt016022
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt021091
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
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IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt010682
IRS990EZ/NetAssetsOrFundBalancesEOYAmt06575
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IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Lisa O'Connor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Mary Roche
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Julie Linehan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Damon Rainie
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President and Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer and Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary and Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0739
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Support secondary education.
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Field trips. The organization provided funding for field trips at the school.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Staff appreciation. The organization provided funding for teacher and staff events at the school.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Graduation. The organization provided funding for graduation events at the school.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Other program services.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt30
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05198
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13609
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22751
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt34464
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt08437
IRS990EZ/SpecialEventsNetIncomeLossAmt011904
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt016761
IRS990EZ/TotalProgramServiceExpensesAmt016022
IRS990EZ/TotalRevenueAmt012654
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0750
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt05255
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt06005
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt06005
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0750
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt05255
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt06005
IRS990ScheduleA/TotalSupportAmt06005
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent2Amt00
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IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Walk-a-thon
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Calendar, dance, other events
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt014828
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt05513
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt020341
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt014828
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt05513
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt011904
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt00
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt08437
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt08115
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0322
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Field trips, staff appreciation, graduation, teacher reimbursements and other programs.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Tax registrations and fees.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Other program services include teacher reimbursements and other programs.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part III, Line (28-31)
ReasonableCauseExplanation/ExplanationTxt0N/A (filed a timely extension).
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Mary Roche
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06176970554
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTH MIDDLE SCHOOL PTO CORP
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0931373172
ReturnHeader/Filer/PhoneNum07813800160
ReturnHeader/Filer/USAddress/AddressLine1Txt0220 Peach Street
ReturnHeader/Filer/USAddress/CityNm0Braintree
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002184
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02026-01-27T12:40:44-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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