Civic Intelligence

Halifax Elementary School PTO Inc.

EIN 99-3032389 • Halifax, MA

Pub. 78 EligibleNTEE B80

Profile

To support the Halifax schools, teachers and students by providing services, events and activities.

464 Plymouth StreetHalifax, MA 02338

n/A

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

$33,137

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$33,137

No earlier filing loaded for comparison.

Operations

Revenue

$41,394

No earlier filing loaded for comparison.

Expenses

$42,915

No earlier filing loaded for comparison.

Net Income

-$1,521

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2025: $33,137Liabilities 2025: $0Net Assets 2025: $33,1372025

Highlighted filing

2025

Assets$33,137
Liabilities$0
Net Assets$33,137
Open 2025 Filing

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2025: $41,394Expenses 2025: $42,915Net Income 2025: -$1,5212025

Highlighted filing

2025

Revenue$41,394
Expenses$42,915
Net Income-$1,521
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$33,137
Liabilities
$0
Net assets
$33,137
Revenue
$41,394
Expenses
$42,915
Net income
-$1,521
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$33.1$0.00$33.1$41.4$42.9$1.52
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
May 14, 2026
Return Version
2024v5.5
Gross Receipts
$83,078
Mission and Program Overview

Mission

To support the Halifax schools, teachers and students by providing services, events and activities.

Program Services

DescriptionGrantsExpenses
To support the Halifax schools, teachers and students by providing services, events and activities.$0$42,915
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Amy PesaPresidentPT$0--
Jackie LombardoVice PresidentPT$0--
Chelsea LochiattoTreasurerPT$0--
Alicia NelsonSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$37,683$37,683$25,343$12,340
Cupcake Charlies$10,410$10,410$8,151$2,259
Total Events$77,694$77,694$41,684$36,010
Filing and Contact Details

Filer

Filer Name
Halifax Elementary School Pto Inc
EIN
99-3032389
Phone
7812932581
Address
464 PLYMOUTH STREET, HALIFAX, MA 02338

Signing Officer

Name
Chelsea Lochiatto
Title
Treasurer
Phone
7812932581
Signed
2026-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Scappini & Pina PC
Address
164 Washington Street, Norwell, MA 02061
Preparer
Emily Pina CPA
Phone
7814213601
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity Classification: Scholarship. Grantee Name: Ellery Roche. Property Description: Cash. Amount Given: 1,000.”

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

“Description: Administrative expenses. Amount: 1,459. Description: Teacher and staff support. Amount: 6,937. Description: Donations. Amount: 505. Description: Event expenses. Amount: 8,753. Description: Student support. Amount: 24,261. Total to Form 990-EZ, line 16: 41,915.”

Raw XML Appendix159 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/BusinessName/BusinessNameLine1Txt0Chelsea Lochiatto
IRS990EZ/BooksInCareOfDetail/PhoneNum07812932581
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Halifax
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Amy Pesa
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
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IRS990EZ/PoliticalCampaignActyInd00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt083078
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt083078
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt083078
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt083078
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt041684
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Boosterthon
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Cupcake Charlies
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Classification: Scholarship. Grantee Name: Ellery Roche. Property Description: Cash. Amount Given: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: Administrative expenses. Amount: 1,459. Description: Teacher and staff support. Amount: 6,937. Description: Donations. Amount: 505. Description: Event expenses. Amount: 8,753. Description: Student support. Amount: 24,261. Total to Form 990-EZ, line 16: 41,915.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 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/PersonNm0CHELSEA LOCHIATTO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07812932581
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HALIFAX ELEMENTARY SCHOOL PTO INC
ReturnHeader/Filer/BusinessNameControlTxt0HALI
ReturnHeader/Filer/EIN0993032389
ReturnHeader/Filer/PhoneNum07812932581
ReturnHeader/Filer/USAddress/AddressLine1Txt0464 PLYMOUTH STREET
ReturnHeader/Filer/USAddress/CityNm0HALIFAX
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002338
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471299509
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0164 Washington Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Norwell
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002061
ReturnHeader/PreparerPersonGrp/PhoneNum07814213601
ReturnHeader/PreparerPersonGrp/PreparationDt02026-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Emily Pina CPA
ReturnHeader/ReturnTs02026-05-15T10:00:10-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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