Civic Intelligence

Adelphia Elementary School PTA

990EZ • Fiscal year 2017 • EIN 16-1665110

Jul 01, 2016 to Jun 30, 2017 • Filed on Aug 15, 2017

495 Adelphia RoadFreehold, NJ 07728

(732) 919-1553

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$34,631

Up $106 (+0.3%) from 2016

Net Assets

Up

$34,631

Up $106 (+0.3%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

Up

$43,330

Up $14,876 (+52%) from 2016

Expenses

Up

$43,222

Up $10,965 (+34%) from 2016

Net Income

Up

$108

Up $3,911 (+103%) from 2016

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2011: $39,873Net Assets 2011: $39,8732011Assets 2012: $33,413Net Assets 2012: $33,4132012Assets 2013: $43,497Net Assets 2013: $43,4972013Assets 2014: $46,315Net Assets 2014: $46,3152014Assets 2015: $38,328Net Assets 2015: $38,3282015Assets 2016: $34,525Net Assets 2016: $34,5252016Assets 2017: $34,631Net Assets 2017: $34,6312017Assets 2018: $36,031Net Assets 2018: $36,0312018Assets 2019: $42,524Net Assets 2019: $42,5242019Assets 2020: $48,388Net Assets 2020: $48,3882020Assets 2021: $29,497Net Assets 2021: $29,4972021Assets 2022: $29,291Net Assets 2022: $29,2912022Assets 2023: $34,275Liabilities 2023: $0Net Assets 2023: $34,2752023Assets 2024: $35,414Liabilities 2024: $0Net Assets 2024: $35,4142024

Highlighted filing

2017

Assets$34,631
Liabilities-
Net Assets$34,631

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2011: $48,104Expenses 2011: $51,797Net Income 2011: -$3,6932011Revenue 2012: $43,915Expenses 2012: $50,375Net Income 2012: -$6,4602012Revenue 2013: $44,995Expenses 2013: $34,911Net Income 2013: $10,0842013Revenue 2014: $48,261Expenses 2014: $45,443Net Income 2014: $2,8182014Revenue 2015: $37,743Expenses 2015: $45,729Net Income 2015: -$7,9862015Revenue 2016: $28,454Expenses 2016: $32,257Net Income 2016: -$3,8032016Revenue 2017: $43,330Expenses 2017: $43,222Net Income 2017: $1082017Revenue 2018: $43,457Expenses 2018: $42,061Net Income 2018: $1,3962018Revenue 2019: $44,706Expenses 2019: $38,214Net Income 2019: $6,4922019Revenue 2020: $27,761Expenses 2020: $21,897Net Income 2020: $5,8642020Revenue 2021: $1,507Expenses 2021: $20,399Net Income 2021: -$18,8922021Revenue 2022: $27,089Expenses 2022: $27,294Net Income 2022: -$2052022Revenue 2023: $23,349Expenses 2023: $18,365Net Income 2023: $4,9842023Revenue 2024: $9,872Expenses 2024: $8,733Net Income 2024: $1,1392024

Highlighted filing

2017

Revenue$43,330
Expenses$43,222
Net Income$108
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Aug 15, 2017
Return Version
2016v3.0
Gross Receipts
$102,737
Mission and Program Overview

Mission

To promote the welfare and enhance the learning experience of children in the adelphia school and the community through a variety of school activities.

Program Services

DescriptionGrantsExpenses
GIFTS TO SCHOOL TO ENHANCE THE LEARNING EXPERIENCE OF THE CHILDREN OF ADELPHIA SCHOOL.-$19,716
VARIOUS STUDENT/TEACHER PROGRAMS AND ACTIVITIES THAT ENHANCE THE LEARNING EXPERIENCE OF THE ADELPHIA STUDENT BODY. APPROX. 400 BENEFITED.-$14,761
5TH GRADE AND OTHER STUDENT BODY ACTIVITIES AND SOCIAL EVENTS TO PROMOTE A SENSE TO COMMUNITY WITHIN THE ADELPHIA SCHOOL.-$6,755
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHELE SZARYPresident-$0--
AMY SLOANEVice Preside-$0--
NANCY GIULIANO2nd Vice Pre-$0--
JENNIFER OKERSONTreasurer-$0--
KIM RACorres. Secr-$0--
KELLY ANDREWSRecording Se-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gift Auction$42,732$42,732$26,156$16,576
Book Fair$8,205$8,205$5,844$2,361
Total Events$64,069$64,069$37,365$26,704
Filing and Contact Details

Filer

Filer Name
Adelphia Elementary School Pta
EIN
16-1665110
Address
495 ADELPHIA ROAD, FREEHOLD, NJ 07728

Signing Officer

Name
Michele Szary
Title
President
Signed
2017-08-15
Discuss with paid preparer
Yes

Preparer

Firm
Petrik & Murtha LLC
Address
400 OKERSON RD STE 2A, FREEHOLD, NJ 07728
Preparer
Janet Petrik CPA
Phone
7323036060
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses office expense 321 insurance 365 weekly reader 1,955 cultural arts 3,490 teacher/staff apprec. 2,471 reading prog/spelling bee 1,390 donations 150 goals/gifts to school 19,716 various grade activities 6,755 pta dues expense 344 licenses & registrations 60 website 250 hospitality 86 ways & means 5,219 total 42,572

Form 990-ez, Part III

To promote the welfare and enhance the learning experience of children in the adelphia school and the community through a variety of school activities.

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/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5RECORDING SE
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IRS990EZ/OtherExpensesTotalAmt042572
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IRS990EZ/ProgramServiceRevenueAmt07324
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1GIFTS TO SCHOOL TO ENHANCE THE LEARNING EXPERIENCE OF THE CHILDREN OF ADELPHIA SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt25TH GRADE AND OTHER STUDENT BODY ACTIVITIES AND SOCIAL EVENTS TO PROMOTE A SENSE TO COMMUNITY WITHIN THE ADELPHIA SCHOOL.
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IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BOOK FAIR
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt013132
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt05844
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE EXPENSE 321 INSURANCE 365 WEEKLY READER 1,955 CULTURAL ARTS 3,490 TEACHER/STAFF APPREC. 2,471 READING PROG/SPELLING BEE 1,390 DONATIONS 150 GOALS/GIFTS TO SCHOOL 19,716 VARIOUS GRADE ACTIVITIES 6,755 PTA DUES EXPENSE 344 LICENSES & REGISTRATIONS 60 WEBSITE 250 HOSPITALITY 86 WAYS & MEANS 5,219 TOTAL 42,572
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO PROMOTE THE WELFARE AND ENHANCE THE LEARNING EXPERIENCE OF CHILDREN IN THE ADELPHIA SCHOOL AND THE COMMUNITY THROUGH A VARIETY OF SCHOOL ACTIVITIES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0MICHELE SZARY
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ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-15
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ReturnHeader/Filer/EIN0161665110
ReturnHeader/Filer/USAddress/AddressLine1Txt0495 ADELPHIA ROAD
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
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ReturnHeader/PreparerPersonGrp/PreparationDt02017-08-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JANET PETRIK CPA
ReturnHeader/ReturnTs02017-09-12T10:03:57-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$35.4$0.00$35.4$9.87$8.73$1.14
2023Detailed filing. Detailed filing data is available for this year.$34.3$0.00$34.3$23.3$18.4$4.98
2022Detailed filing. Detailed filing data is available for this year.$29.3$29.3$27.1$27.3$0.21
2021Detailed filing. Detailed filing data is available for this year.$29.5$29.5$1.51$20.4$18.9
2020Detailed filing. Detailed filing data is available for this year.$48.4$48.4$27.8$21.9$5.86
2019Detailed filing. Detailed filing data is available for this year.$42.5$42.5$44.7$38.2$6.49
2018Detailed filing. Detailed filing data is available for this year.$36.0$36.0$43.5$42.1$1.40
2017Detailed filing. Detailed filing data is available for this year.$34.6$34.6$43.3$43.2$0.11
2016Detailed filing. Detailed filing data is available for this year.$34.5$34.5$28.5$32.3$3.80
2015Detailed filing. Detailed filing data is available for this year.$38.3$38.3$37.7$45.7$7.99
2014Detailed filing. Detailed filing data is available for this year.$46.3$46.3$48.3$45.4$2.82
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$43.5$43.5$45.0$34.9$10.1
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$33.4$33.4$43.9$50.4$6.46
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$39.9$39.9$48.1$51.8$3.69