Civic Intelligence

Nathaniel Morton Elementary PTA

990EZ • Fiscal year 2023 • EIN 94-3482304

Jul 01, 2022 to Jun 30, 2023 • Filed on Apr 05, 2024

Organization ProfileX
6 Lincoln StreetPlymouth, MA 02360

(508) 245-0511

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

58th percentile

0.00x

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

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

Liabilities / Revenue

59th percentile

0.00x

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

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

Net Margin

35th percentile

-3.9%

Higher net margin than 35% of similar nonprofits.

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

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

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

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

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$15,749

Down $3,627 (-19%) from 2016

Net Assets

$15,749

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin35th percentile

Revenue

Up

$23,388

Up $7,597 (+48%) from 2016

Expenses

Up

$24,295

Up $12,542 (+107%) from 2016

Net Income

Down

-$907

Down $4,945 (-122%) from 2016

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2023

Assets$15,749
Liabilities$0
Net Assets$15,749
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2023

Revenue$23,388
Expenses$24,295
Net Income-$907
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Apr 5, 2024
Return Version
2022v5.0
Gross Receipts
$63,452
Mission and Program Overview

Mission

See schedule o, statement 2

Program Services

DescriptionGrantsExpenses
GET MOVIN FUNDRAISER$0$15,375
TEACHER APPRECIATION$0$3,081
5TH GRADE MEMORY BOOK$0$1,009
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JESS MARINOVice President-$0--
KRISTEN O'REILLYPresident-$0--
MEGAN THOMOPOULOSSecretary-$0--
NICOLE NOONANTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraiser$22,887$22,887$15,375$7,512
Fundraiser$6,309$6,309$4,799$1,510
Total Events$55,574$55,574$40,064$15,510
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
2024-04-05
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: supplies. Amount: 107. Description: bank fees. Amount: 6. Description: permit / fees. Amount: 163. Description: liability insurance. Amount: 280. Description: field trips program. Amount: 10,616. Description: teacher appreciation. Amount: 3,081. Description: books. Amount: 1,256. Description: field day supplies. Amount: 3,122. Description: field day buses. Amount: 2,254. Description: pta. Amount: 172. Description: mailing. Amount: 38. Description: accounting. Amount: 3,200. Total to form 990-ez, line 16: 24,295.”

Raw XML Appendix178 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/OfficerDirectorTrusteeEmplGrp/PersonNm0JESS MARINO
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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
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IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0SEE SCHEDULE O, STATEMENT 2
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GET MOVIN FUNDRAISER
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TEACHER APPRECIATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt25TH GRADE MEMORY BOOK
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21009
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
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IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: SUPPLIES. AMOUNT: 107. DESCRIPTION: BANK FEES. AMOUNT: 6. DESCRIPTION: PERMIT / FEES. AMOUNT: 163. DESCRIPTION: LIABILITY INSURANCE. AMOUNT: 280. DESCRIPTION: FIELD TRIPS PROGRAM. AMOUNT: 10,616. DESCRIPTION: TEACHER APPRECIATION. AMOUNT: 3,081. DESCRIPTION: BOOKS. AMOUNT: 1,256. DESCRIPTION: FIELD DAY SUPPLIES. AMOUNT: 3,122. DESCRIPTION: FIELD DAY BUSES. AMOUNT: 2,254. DESCRIPTION: PTA. AMOUNT: 172. DESCRIPTION: MAILING. AMOUNT: 38. DESCRIPTION: ACCOUNTING. AMOUNT: 3,200. TOTAL TO FORM 990-EZ, LINE 16: 24,295.
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.
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0NICOLE NOONAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-05
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
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042971374
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt080 WASHINGTON STREET BUILDING S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NORWELL
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ReturnHeader/PreparerPersonGrp/PhoneNum07818789111
ReturnHeader/PreparerPersonGrp/PreparationDt02024-04-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM E SYNAN CPA
ReturnHeader/ReturnTs02024-04-05T12:42:52-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0NICOLE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0NOONAN
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,749
Liabilities
$0
Net assets
$15,749
Revenue
$23,388
Expenses
$24,295
Net income
-$907
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$26.0$0.00$26.0$32.0$21.7$10.3
2023Detailed filing. Detailed filing data is available for this year.$15.7$0.00$15.7$23.4$24.3$0.91
2016Summary only. Only limited summary data is available for this year.$19.4$0.00$15.8$11.8$4.04
2015Summary only. Only limited summary data is available for this year.$15.3$0.00$17.9$15.4$2.46
2014Summary only. Only limited summary data is available for this year.$12.9$0.00$17.7$17.7$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.9$0.00$16.9$23.8$20.6$3.22
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.7$0.00$13.7$23.1$26.5$3.36