Civic Intelligence

Berkeley Heights Parent Teacher Organization

990EZ • Fiscal year 2023 • EIN 20-2270516

Aug 01, 2022 to Jul 31, 2023 • Filed on Nov 02, 2023

Refreshing map…

345 Plainfield AveBerkeley Heights, NJ 07922

(908) 464-5747

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

73rd percentile

31%

Higher net margin than 73% of similar nonprofits.

2023 filings • NTEE B • <$500k nonprofits • Source year 2023

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2023 filings • NTEE B • <$500k nonprofits • Source year 2023

Asset Growth

82nd percentile

38%

Faster asset growth than 82% of similar nonprofits.

2023 filings • NTEE B • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

74th percentile

42%

Faster revenue growth than 74% of similar nonprofits.

2023 filings • NTEE B • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$6,628

Up $1,817 (+38%) from 2022

Net Assets

Up

$6,628

Up $1,817 (+38%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$5,853

Up $1,737 (+42%) from 2022

Expenses

Down

$4,036

Down $249 (-5.8%) from 2022

Net Income

Up

$1,817

Up $1,986 (+1175%) from 2022

Historical Trend

Balance Sheet Trend

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

$15K$10K$5.0K$0Assets 2011: $2,338Liabilities 2011: $02011Assets 2012: $3,625Liabilities 2012: $02012Assets 2013: $3,876Liabilities 2013: $02013Assets 2014: $3,675Liabilities 2014: $02014Assets 2015: $4,145Liabilities 2015: $02015Assets 2016: $4,414Liabilities 2016: $02016Assets 2017: $4,129Liabilities 2017: $02017Assets 2018: $3,555Liabilities 2018: $02018Assets 2019: $5,020Liabilities 2019: $02019Assets 2020: $6,393Net Assets 2020: $6,3932020Assets 2021: $4,980Net Assets 2021: $4,9802021Assets 2022: $4,811Net Assets 2022: $4,8112022Assets 2023: $6,628Net Assets 2023: $6,6282023Assets 2024: $7,218Net Assets 2024: $7,2182024Assets 2025: $10,042Net Assets 2025: $10,0422025

Highlighted filing

2023

Assets$6,628
Liabilities-
Net Assets$6,628

Operations Trend

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

$8.0K$6.0K$4.0K$2.0K$0-$2.0KRevenue 2011: $3,139Expenses 2011: $2,144Net Income 2011: $9952011Revenue 2012: $4,439Expenses 2012: $3,152Net Income 2012: $1,2872012Revenue 2013: $3,268Expenses 2013: $3,017Net Income 2013: $2512013Revenue 2014: $3,526Expenses 2014: $3,727Net Income 2014: -$2012014Revenue 2015: $3,260Expenses 2015: $2,790Net Income 2015: $4702015Revenue 2016: $1,917Expenses 2016: $1,648Net Income 2016: $2692016Revenue 2017: $1,767Expenses 2017: $2,052Net Income 2017: -$2852017Revenue 2018: $2,580Expenses 2018: $3,154Net Income 2018: -$5742018Revenue 2019: $3,242Expenses 2019: $1,777Net Income 2019: $1,4652019Revenue 2020: $6,531Expenses 2020: $5,158Net Income 2020: $1,3732020Revenue 2021: $3,250Expenses 2021: $4,663Net Income 2021: -$1,4132021Revenue 2022: $4,116Expenses 2022: $4,285Net Income 2022: -$1692022Revenue 2023: $5,853Expenses 2023: $4,036Net Income 2023: $1,8172023Revenue 2024: $6,086Expenses 2024: $5,496Net Income 2024: $5902024Revenue 2025: $5,117Expenses 2025: $2,293Net Income 2025: $2,8242025

Highlighted filing

2023

Revenue$5,853
Expenses$4,036
Net Income$1,817
Jump To
Filing Snapshot
Filing Period
Aug 1, 2022 to Jul 31, 2023
Signed
Nov 2, 2023
Return Version
2022v5.0
Gross Receipts
$6,304
Mission and Program Overview

Mission

PTO OF BERKELEY HEIGHTS

Program Services

DescriptionGrantsExpenses
PTO OF BERKELEY HEIGHTS, SCHOLARSHIP-$1,185
STAFF APPRECIATION-$1,026
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEBORAH TERREROPresPT$0--
AIN FARROWVPPT$0--
KRISTY LOPRESTITreasPT$0--
Filing and Contact Details

Filer

Filer Name
Berkeley Heights Pto
EIN
20-2270516
Phone
9084645747
Address
345 PLAINFIELD AVE, BERKELEY HEIGHTS, NJ 07922

Signing Officer

Name
Kristy Lopresti
Title
Treas
Phone
9084645747
Signed
2023-11-02

Preparer

Firm
Barbera & Barbera Cpas
Address
70 FLORAL AVENUE, MURRAY HILL, NJ 07974
Preparer
Arthur Barbera
Phone
9084645747
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses insurance 535 total 535

Raw XML Appendix135 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0KRISTY LOPRESTI
IRS990EZ/BooksInCareOfDetail/PhoneNum09084645747
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0345 PLAINFIELD AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BERKELEY HEIGHTS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NJ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd007922
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt04811
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt06628
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01525
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01817
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01290
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt04811
IRS990EZ/Form990TotalAssetsGrp/EOYAmt06628
IRS990EZ/FundraisingGrossIncomeAmt02679
IRS990EZ/GrantsAndSimilarAmountsPaidAmt02211
IRS990EZ/GrossReceiptsAmt06304
IRS990EZ/GroupExemptionNum05296
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02100
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt04811
IRS990EZ/NetAssetsOrFundBalancesEOYAmt06628
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt04811
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt06628
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DEBORAH TERRERO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1AIN FARROW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KRISTY LOPRESTI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREAS
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0535
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PTO OF BERKELEY HEIGHTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PTO OF BERKELEY HEIGHTS, SCHOLARSHIP
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1STAFF APPRECIATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01185
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11026
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0451
IRS990EZ/SpecialEventsNetIncomeLossAmt02228
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NJ
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt04036
IRS990EZ/TotalProgramServiceExpensesAmt02211
IRS990EZ/TotalRevenueAmt05853
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01525
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02100
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02140
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01650
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt07415
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt04779
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt04485
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt09264
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt016679
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt06304
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt04485
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt02100
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02140
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01650
IRS990ScheduleA/Total509Grp/TotalAmt016679
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt06304
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt04485
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt02100
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt02140
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01650
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt016679
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INSURANCE 535 TOTAL 535
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KRISTY LOPRESTI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREAS
ReturnHeader/BusinessOfficerGrp/PhoneNum09084645747
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BERKELEY HEIGHTS PTO
ReturnHeader/Filer/BusinessNameControlTxt0BERK
ReturnHeader/Filer/EIN0202270516
ReturnHeader/Filer/PhoneNum09084645747
ReturnHeader/Filer/USAddress/AddressLine1Txt0345 PLAINFIELD AVE
ReturnHeader/Filer/USAddress/CityNm0BERKELEY HEIGHTS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007922
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0223173280
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BARBERA & BARBERA CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt070 FLORAL AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MURRAY HILL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007974
ReturnHeader/PreparerPersonGrp/PhoneNum09084645747
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ARTHUR BARBERA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-11-14T07:57:13-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KRISTY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LOPRESTI
ReturnHeader/TaxPeriodBeginDt02022-08-01
ReturnHeader/TaxPeriodEndDt02023-07-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$10.0$10.0$5.12$2.29$2.82
2024Detailed filing. Detailed filing data is available for this year.$7.22$7.22$6.09$5.50$0.59
2023Detailed filing. Detailed filing data is available for this year.$6.63$6.63$5.85$4.04$1.82
2022Detailed filing. Detailed filing data is available for this year.$4.81$4.81$4.12$4.29$0.17
2021Detailed filing. Detailed filing data is available for this year.$4.98$4.98$3.25$4.66$1.41
2020Detailed filing. Detailed filing data is available for this year.$6.39$6.39$6.53$5.16$1.37
2019Summary only. Only limited summary data is available for this year.$5.02$0.00$3.24$1.78$1.47
2018Summary only. Only limited summary data is available for this year.$3.56$0.00$2.58$3.15$0.57
2017Summary only. Only limited summary data is available for this year.$4.13$0.00$1.77$2.05$0.29
2016Summary only. Only limited summary data is available for this year.$4.41$0.00$1.92$1.65$0.27
2015Summary only. Only limited summary data is available for this year.$4.15$0.00$3.26$2.79$0.47
2014Summary only. Only limited summary data is available for this year.$3.68$0.00$3.53$3.73$0.20
2013Summary only. Only limited summary data is available for this year.$3.88$0.00$3.27$3.02$0.25
2012Summary only. Only limited summary data is available for this year.$3.63$0.00$4.44$3.15$1.29
2011Summary only. Only limited summary data is available for this year.$2.34$0.00$3.14$2.14$1.00