Civic Intelligence

Nathaniel Morton Elementary School PTA

EIN 94-3482304 • 501(c)3 • Plymouth, MA

Profile

See schedule o, statement 2

6 Lincoln StreetPlymouth, MA 02360
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 2023

Liabilities / Revenue

61st percentile

0.00x

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

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

Net Margin

38th percentile

-3.9%

Higher net margin than 38% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Assets

Up

$26,031

Up $10,282 (+65%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$26,031

Up $10,282 (+65%) from 2023

Revenue

Up

$31,995

Up $8,607 (+37%) from 2023

Expenses

Down

$21,713

Down $2,582 (-11%) from 2023

Net Income

Up

$10,282

Up $11,189 (+1234%) from 2023

Trend Graphs

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2011: $13,667Liabilities 2011: $0Net Assets 2011: $13,6672011Assets 2012: $16,885Liabilities 2012: $0Net Assets 2012: $16,8852012Assets 2014: $12,878Liabilities 2014: $02014Assets 2015: $15,335Liabilities 2015: $02015Assets 2016: $19,376Liabilities 2016: $02016Assets 2023: $15,749Liabilities 2023: $0Net Assets 2023: $15,7492023Assets 2024: $26,031Liabilities 2024: $0Net Assets 2024: $26,0312024

Highlighted filing

2024

Assets$26,031
Liabilities$0
Net Assets$26,031

Operations Trend

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

$40K$30K$20K$10K$0-$10KRevenue 2011: $23,106Expenses 2011: $26,465Net Income 2011: -$3,3592011Revenue 2012: $23,835Expenses 2012: $20,617Net Income 2012: $3,2182012Revenue 2014: $17,743Expenses 2014: $17,732Net Income 2014: $112014Revenue 2015: $17,898Expenses 2015: $15,439Net Income 2015: $2,4592015Revenue 2016: $15,791Expenses 2016: $11,753Net Income 2016: $4,0382016Revenue 2023: $23,388Expenses 2023: $24,295Net Income 2023: -$9072023Revenue 2024: $31,995Expenses 2024: $21,713Net Income 2024: $10,2822024

Highlighted filing

2024

Revenue$31,995
Expenses$21,713
Net Income$10,282

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Mar 5, 2025
Return Version
2023v6.0
Gross Receipts
$49,341
Mission and Program Overview

Mission

See schedule o, statement 2

Program Services

DescriptionGrantsExpenses
FIELD DAY$0$4,203
MEMORY BOOKS$0$2,975
TEACHER APPRECIATION$0$2,367
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHANIE COTEVice President-$0--
MEGHAN SNEEPresident-$0--
KATE ANGLEYSecretary-$0--
NICOLE NOONANTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraisers$21,502$21,502$1,100$20,402
Fundraiser$4,268$4,268$2,822$1,446
Total Events$35,894$35,894$15,449$20,445
Filing and Contact Details

Filer

Filer Name
Nathaniel Morton Elementary School Pta
EIN
94-3482304
Address
6 LINCOLN STREET, PLYMOUTH, MA 02360

Signing Officer

Name
Nicole Noonan
Title
Treasurer
Signed
2025-03-05
Discuss with paid preparer
Yes

Preparer

Firm
Lmhs Pc
Address
80 WASHINGTON STREET BUILDING S, NORWELL, MA 02061
Preparer
William E Synan CPA
Phone
7818789111
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

Description: admin. Amount: 3,142. Description: field trip. Amount: 11,110. Description: student enrichment. Amount: 5,094. Description: teacher appreciation. Amount: 2,367. Total to form 990-ez, line 16: 21,713.

Raw XML Appendix172 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0STEPHANIE COZZONE
IRS990EZ/BooksInCareOfDetail/PhoneNum05082450511
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06 LINCOLN STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PLYMOUTH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002360
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt015749
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt026031
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt06516
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt010282
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt015749
IRS990EZ/Form990TotalAssetsGrp/EOYAmt026031
IRS990EZ/FundraisingGrossIncomeAmt042825
IRS990EZ/GrossReceiptsAmt049341
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt015749
IRS990EZ/NetAssetsOrFundBalancesEOYAmt026031
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt015749
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt026031
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
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/PersonNm0STEPHANIE COTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MEGHAN SNEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KATE ANGLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3NICOLE NOONAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt021713
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0SEE SCHEDULE O, STATEMENT 2
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FIELD DAY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TEACHER APPRECIATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2MEMORY BOOKS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04203
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12367
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22975
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt017346
IRS990EZ/SpecialEventsNetIncomeLossAmt025479
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt021713
IRS990EZ/TotalProgramServiceExpensesAmt09545
IRS990EZ/TotalRevenueAmt031995
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt06516
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt07878
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01250
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01418
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0386
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt017448
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt063197
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus2YearsAmt027750
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus4YearsAmt017999
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt045749
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt06516
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt07878
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt029000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01418
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt018385
IRS990ScheduleA/Total509Grp/TotalAmt063197
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt06516
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt07878
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt029000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01418
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt018385
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt063197
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt015449
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUNDRAISERS
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt021502
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt04268
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt010124
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt035894
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt021502
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt04268
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt010124
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt035894
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt020445
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt011527
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt015449
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01100
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02822
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt04
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: ADMIN. AMOUNT: 3,142. DESCRIPTION: FIELD TRIP. AMOUNT: 11,110. DESCRIPTION: STUDENT ENRICHMENT. AMOUNT: 5,094. DESCRIPTION: TEACHER APPRECIATION. AMOUNT: 2,367. TOTAL TO FORM 990-EZ, LINE 16: 21,713.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0NICOLE NOONAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NATHANIEL MORTON ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0NATH
ReturnHeader/Filer/EIN0943482304
ReturnHeader/Filer/USAddress/AddressLine1Txt06 LINCOLN STREET
ReturnHeader/Filer/USAddress/CityNm0PLYMOUTH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002360
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042971374
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LMHS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt080 WASHINGTON STREET BUILDING S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NORWELL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002061
ReturnHeader/PreparerPersonGrp/PhoneNum07818789111
ReturnHeader/PreparerPersonGrp/PreparationDt02025-03-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM E SYNAN CPA
ReturnHeader/ReturnTs02025-03-05T08:56:30-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.