Civic Intelligence

Walnut Street Elementary School Parent-Teacher Organization

990EZ • Fiscal year 2021 • EIN 20-0026685

Jul 01, 2020 to Jun 30, 2021 • Filed on Jan 22, 2023

60 Walnut StreetToms River, NJ 08753

(732) 505-5900

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

5th percentile

-389%

Higher net margin than 5% of similar nonprofits.

2021 filings • NTEE B • <$500k nonprofits • Source year 2021

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2021 filings • NTEE B • <$500k nonprofits • Source year 2021

Asset Growth

22nd percentile

-16%

Faster asset growth than 22% of similar nonprofits.

2021 filings • NTEE B • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

10th percentile

-82%

Faster revenue growth than 10% of similar nonprofits.

2021 filings • NTEE B • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$64,734

Down $12,012 (-16%) from 2020

Net Assets

Down

$64,734

Down $12,012 (-16%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$3,085

Down $14,397 (-82%) from 2020

Expenses

Down

$15,097

Down $577 (-3.7%) from 2020

Net Income

Down

-$12,012

Down $13,820 (-764%) from 2020

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2011: $51,614Liabilities 2011: $02011Assets 2012: $66,057Liabilities 2012: $02012Assets 2013: $66,722Liabilities 2013: $02013Assets 2014: $69,336Liabilities 2014: $02014Assets 2015: $74,672Liabilities 2015: $02015Assets 2017: $69,825Net Assets 2017: $69,8252017Assets 2018: $74,616Net Assets 2018: $74,6162018Assets 2019: $74,938Net Assets 2019: $74,9382019Assets 2020: $76,746Net Assets 2020: $76,7462020Assets 2021: $64,734Net Assets 2021: $64,7342021Assets 2022: $65,807Net Assets 2022: $65,8072022Assets 2023: $54,981Net Assets 2023: $54,9812023Assets 2024: $43,507Liabilities 2024: $1,918Net Assets 2024: $41,5892024

Highlighted filing

2021

Assets$64,734
Liabilities-
Net Assets$64,734

Operations Trend

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

$40K$20K$0-$20KRevenue 2011: $28,121Expenses 2011: $23,883Net Income 2011: $4,2382011Revenue 2012: $36,189Expenses 2012: $21,746Net Income 2012: $14,4432012Revenue 2013: $22,659Expenses 2013: $21,994Net Income 2013: $6652013Revenue 2014: $22,904Expenses 2014: $20,290Net Income 2014: $2,6142014Revenue 2015: $21,225Expenses 2015: $15,889Net Income 2015: $5,3362015Revenue 2017: $23,197Expenses 2017: $29,315Net Income 2017: -$6,1182017Revenue 2018: $28,434Expenses 2018: $23,643Net Income 2018: $4,7912018Revenue 2019: $23,674Expenses 2019: $23,352Net Income 2019: $3222019Revenue 2020: $17,482Expenses 2020: $15,674Net Income 2020: $1,8082020Revenue 2021: $3,085Expenses 2021: $15,097Net Income 2021: -$12,0122021Revenue 2022: $21,374Expenses 2022: $20,301Net Income 2022: $1,0732022Revenue 2023: $19,754Expenses 2023: $30,580Net Income 2023: -$10,8262023Revenue 2024: $18,749Expenses 2024: $32,141Net Income 2024: -$13,3922024

Highlighted filing

2021

Revenue$3,085
Expenses$15,097
Net Income-$12,012
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Jan 22, 2023
Return Version
2020v4.1
Gross Receipts
$6,506
Mission and Program Overview

Mission

Parent teacher organization

Program Services

DescriptionGrantsExpenses
EDUCATIONAL AND SOCIAL ENRICHMENT PROGRAMS FOR STUDENTSSTAFF AND PARENTS$0$7,265
STUDENT AND STAFF RECOGNITION PROGRAMS$0$3,328
IMPROVEMENTS TO CLASSROOMS, GROUNDS, EQUIPMENT ANDOTHER PHYSICAL ITEMS$0$2,484
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMANDA O'LEARYPresidentPT$0--
GREG HUDSONVPPT$0--
MONICA BARTELSTreasurerPT$0--
ANGELICA ROMEROSecretaryPT$0--
BRIDGET MCKEESecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Walnut Street Elementary School Pto
EIN
20-0026685
Phone
7325055900
Address
60 WALNUT STREET, TOMS RIVER, NJ 08753

Signing Officer

Name
Monica Bartels
Title
Treasurer
Phone
7325055900
Signed
2023-01-22

Preparer

Firm
W Lee Pelton CPA Pa
Address
44 EAST WATER ST, TOMS RIVER, NJ 08753
Preparer
W Lee Pelton
Phone
7322860809
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

PROGRAM EXPENSES 13076.

Form 990EZ, Part I, Line 16

INSURANCE 1254.

Form 990EZ, Part I, Line 16

ACCOUNTING 460.

Form 990EZ, Part I, Line 16

OFFICE SUPPLIES 271.

Form 990EZ, Part I, Line 16

PERMITS & FEES

Form 990EZ, Part I, Line 16

BANK CHARGES 36.

Form 990EZ, Part I, Line 16

Depreciation 0.

Raw XML Appendix189 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/PersonNm2MONICA BARTELS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ANGELICA ROMERO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BRIDGET MCKEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0437
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0437
IRS990EZ/OtherExpensesTotalAmt015097
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PARENT TEACHER ORGANIZATION
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0IMPROVEMENTS TO CLASSROOMS, GROUNDS, EQUIPMENT ANDOTHER PHYSICAL ITEMS
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2STUDENT AND STAFF RECOGNITION PROGRAMS
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TotalExpensesAmt015097
IRS990EZ/TotalProgramServiceExpensesAmt013077
IRS990EZ/TotalRevenueAmt03085
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0164
IRS990ScheduleA/InvestmentIncomeCYPct00.00080
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IRS990ScheduleA/OtherSupportSumAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROGRAM EXPENSES 13076.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INSURANCE 1254.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTING 460.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OFFICE SUPPLIES 271.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PERMITS & FEES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BANK CHARGES 36.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Depreciation 0.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/Filer/EIN0200026685
ReturnHeader/Filer/PhoneNum07325055900
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt044 EAST WATER ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TOMS RIVER
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ReturnHeader/PreparerPersonGrp/PhoneNum07322860809
ReturnHeader/PreparerPersonGrp/PreparationDt02023-01-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0W LEE PELTON
ReturnHeader/ReturnTs02023-01-26T07:38:31-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MONICA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BARTELS
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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