Civic Intelligence

Indian Brook Elementary PTA

990EZ • Fiscal year 2017 • EIN 94-3479247

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 09, 2017

Organization Profileindianbrookpta.shutterfly.com
PO Box 725Manomet, MA 02345

(508) 830-4370

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

20th percentile

-14%

Higher net margin than 20% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

28th percentile

-11%

Faster asset growth than 28% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

20th percentile

-25%

Faster revenue growth than 20% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$47,848

Down $5,965 (-11%) from 2016

Net Assets

Down

$47,848

Down $5,965 (-11%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin20th percentile

Revenue

Down

$43,006

Down $14,001 (-25%) from 2016

Expenses

Up

$48,971

Up $1,686 (+3.6%) from 2016

Net Income

Down

-$5,965

Down $15,687 (-161%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60K$40K$20K$0Assets 2011: $41,375Liabilities 2011: $02011Assets 2012: $46,852Liabilities 2012: $02012Assets 2013: $45,587Liabilities 2013: $02013Assets 2014: $39,267Net Assets 2014: $39,2672014Assets 2015: $44,091Net Assets 2015: $44,0912015Assets 2016: $53,813Net Assets 2016: $53,8132016Assets 2017: $47,848Net Assets 2017: $47,8482017Assets 2018: $49,985Net Assets 2018: $49,9852018Assets 2019: $48,355Net Assets 2019: $48,3552019Assets 2020: $36,089Net Assets 2020: $36,0892020Assets 2022: $32,571Net Assets 2022: $32,5712022Assets 2023: $20,645Net Assets 2023: $20,6452023Assets 2024: $16,546Net Assets 2024: $16,5462024

Highlighted filing

2017

Assets$47,848
Liabilities-
Net Assets$47,848
Open 2017 Filing

Operations Trend

Revenue Growth20th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KRevenue 2011: $20,933Expenses 2011: $13,059Net Income 2011: $7,8742011Revenue 2012: $45,351Expenses 2012: $39,874Net Income 2012: $5,4772012Revenue 2013: $44,127Expenses 2013: $45,392Net Income 2013: -$1,2652013Revenue 2014: $45,151Expenses 2014: $51,471Net Income 2014: -$6,3202014Revenue 2015: $45,895Expenses 2015: $41,071Net Income 2015: $4,8242015Revenue 2016: $57,007Expenses 2016: $47,285Net Income 2016: $9,7222016Revenue 2017: $43,006Expenses 2017: $48,971Net Income 2017: -$5,9652017Revenue 2018: $29,321Expenses 2018: $27,184Net Income 2018: $2,1372018Revenue 2019: $58,254Expenses 2019: $59,884Net Income 2019: -$1,6302019Revenue 2020: $57,304Expenses 2020: $69,570Net Income 2020: -$12,2662020Revenue 2022: $38,668Expenses 2022: $43,142Net Income 2022: -$4,4742022Revenue 2023: $46,101Expenses 2023: $58,027Net Income 2023: -$11,9262023Revenue 2024: $46,904Expenses 2024: $51,003Net Income 2024: -$4,0992024

Highlighted filing

2017

Revenue$43,006
Expenses$48,971
Net Income-$5,965
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 9, 2017
Return Version
2016v3.0
Gross Receipts
$66,384
Mission and Program Overview

Mission

Provides educational activities

Program Services

DescriptionGrantsExpenses
Raises money through educational and family oriented activities for Indian Brook Elementary School$46,632$2,000
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michelle BrazPresidentPT$0--
Alison ThompsonVice PresidentPT$0--
Lisa DiBiasioTreasurerPT$0--
Melinda AdamsSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Various$22,030$12,656$12,656$0
Read-A-Thon$13,925$7,741$7,741$0
Total Events$42,285$23,378$23,378-
Filing and Contact Details

Filer

Filer Name
Indian Brook Elementary PTA
EIN
94-3479247
Phone
5088304370
Address
PO Box 725, Manomet, MA 02345

Signing Officer

Name
Michelle Braz
Title
President
Signed
2017-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Cozby & Company LLC
Address
124 Long Pond Rd Ste 12, Plymouth, MA 02360
Preparer
Heather L Cozby CPA
Phone
5088300007
Supplemental Narrative

Additional Explanations

Other Expenses.1012

“Insurance $500”

Other Expenses.1

“Enrichment Programs $39918”

Other Expenses.2

“Events $4714”

Other Expenses.3

“PTA dues $225”

Other Expenses.5

“Filing fees $35”

Other Expenses.6

“Bank fees $17”

Raw XML Appendix180 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/CityNm0Plymouth
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002360
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IRS990EZ/ExcessOrDeficitForYearAmt0-5965
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IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt02000
IRS990EZ/GrossReceiptsAmt066384
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00990
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt010
IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Michelle Braz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Alison Thompson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Lisa DiBiasio
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Melinda Adams
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt045409
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Provides educational activities
IRS990EZ/PrintingPublicationsPostageAmt0112
IRS990EZ/ProgramServiceRevenueAmt022678
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Raises money through educational and family oriented activities for Indian Brook Elementary School
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt046632
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt023378
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt048971
IRS990EZ/TotalProgramServiceExpensesAmt046632
IRS990EZ/TotalRevenueAmt043006
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0http://indianbrookpta.shutterfly.com
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt043006
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt057007
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt045895
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt045151
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt044127
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0235186
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/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0235186
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt043006
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt057007
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt045895
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt045151
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt044127
IRS990ScheduleA/Total509Grp/TotalAmt0235186
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt043006
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt057007
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt045895
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt045151
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt044127
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0235186
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt018907
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt09374
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt06184
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt03349
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt023378
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Various
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Read-A-Thon
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt022030
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt013925
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt06330
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt042285
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt012656
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt07741
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt02981
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt02981
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt012656
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt07741
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Enrichment Programs $39918
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Events $4714
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PTA dues $225
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Filing fees $35
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Bank fees $17
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Michelle Braz
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Indian Brook Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt0INDI
ReturnHeader/Filer/EIN0943479247
ReturnHeader/Filer/PhoneNum05088304370
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 725
ReturnHeader/Filer/USAddress/CityNm0Manomet
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002345
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Cozby & Company LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0124 Long Pond Rd Ste 12
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Plymouth
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002360
ReturnHeader/PreparerPersonGrp/PhoneNum05088300007
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Heather L Cozby CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-11-09T11:38:57-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$47,848
Liabilities
-
Net assets
$47,848
Revenue
$43,006
Expenses
$48,971
Net income
-$5,965
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$16.5$16.5$46.9$51.0$4.10
2023Detailed filing. Detailed filing data is available for this year.$20.6$20.6$46.1$58.0$11.9
2022Detailed filing. Detailed filing data is available for this year.$32.6$32.6$38.7$43.1$4.47
2020Detailed filing. Detailed filing data is available for this year.$36.1$36.1$57.3$69.6$12.3
2019Detailed filing. Detailed filing data is available for this year.$48.4$48.4$58.3$59.9$1.63
2018Detailed filing. Detailed filing data is available for this year.$50.0$50.0$29.3$27.2$2.14
2017Detailed filing. Detailed filing data is available for this year.$47.8$47.8$43.0$49.0$5.97
2016Detailed filing. Detailed filing data is available for this year.$53.8$53.8$57.0$47.3$9.72
2015Detailed filing. Detailed filing data is available for this year.$44.1$44.1$45.9$41.1$4.82
2014Detailed filing. Detailed filing data is available for this year.$39.3$39.3$45.2$51.5$6.32
2013Summary only. Only limited summary data is available for this year.$45.6$0.00$44.1$45.4$1.27
2012Summary only. Only limited summary data is available for this year.$46.9$0.00$45.4$39.9$5.48
2011Summary only. Only limited summary data is available for this year.$41.4$0.00$20.9$13.1$7.87