Civic Intelligence

Cambridge School PTO Inc

990 • Fiscal year 2017 • EIN 20-2540921

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 08, 2017

35 Cambridge RoadKendall Park, NJ 08824

(732) 297-2941

Siviq Scores

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

Liabilities / Assets

85th percentile

0.00x

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

2017 filings • NTEE B94 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

85th percentile

0.00x

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

2017 filings • NTEE B94 • <$500k nonprofits • Source year 2017

Net Margin

50th percentile

5.0%

Higher net margin than 50% of similar nonprofits.

2017 filings • NTEE B94 • <$500k nonprofits • Source year 2017

Top Officer Pay

98th percentile

$0

Higher top officer pay than 98% of similar nonprofits.

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

2017 filings • NTEE B94 • <$500k nonprofits • Source year 2017

Asset Growth

60th percentile

13%

Faster asset growth than 60% of similar nonprofits.

2017 filings • NTEE B94 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

44th percentile

-1.5%

Faster revenue growth than 44% of similar nonprofits.

2017 filings • NTEE B94 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$32,418

Up $3,628 (+13%) from 2016

Net Assets

Up

$32,418

Up $3,628 (+13%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$73,192

Down $1,151 (-1.5%) from 2016

Expenses

Up

$69,564

Up $15,313 (+28%) from 2016

Net Income

Down

$3,628

Down $16,464 (-82%) 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: $20,571Liabilities 2011: $0Net Assets 2011: $20,5712011Assets 2012: $26,131Liabilities 2012: $0Net Assets 2012: $26,1312012Assets 2013: $21,697Liabilities 2013: $0Net Assets 2013: $21,6972013Assets 2014: $10,757Liabilities 2014: $0Net Assets 2014: $10,7572014Assets 2015: $8,698Liabilities 2015: $0Net Assets 2015: $8,6982015Assets 2016: $28,790Liabilities 2016: $0Net Assets 2016: $28,7902016Assets 2017: $32,418Liabilities 2017: $0Net Assets 2017: $32,4182017Assets 2018: $35,772Liabilities 2018: $0Net Assets 2018: $35,7722018Assets 2019: $43,101Liabilities 2019: $0Net Assets 2019: $43,1012019Assets 2020: $23,346Liabilities 2020: $0Net Assets 2020: $23,3462020Assets 2021: $41,315Liabilities 2021: $0Net Assets 2021: $41,3152021Assets 2022: $32,401Liabilities 2022: $0Net Assets 2022: $32,4012022Assets 2023: $30,182Liabilities 2023: $0Net Assets 2023: $30,1822023Assets 2024: $36,769Liabilities 2024: $0Net Assets 2024: $36,7692024Assets 2025: $25,926Liabilities 2025: $0Net Assets 2025: $25,9262025

Highlighted filing

2017

Assets$32,418
Liabilities$0
Net Assets$32,418

Operations Trend

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

$100K$50K$0-$50KExpenses 2011: $17,7102011Expenses 2012: $23,3202012Expenses 2013: $38,1892013Revenue 2014: $50,755Expenses 2014: $61,695Net Income 2014: -$10,9402014Revenue 2015: $24,270Expenses 2015: $26,329Net Income 2015: -$2,0592015Revenue 2016: $74,343Expenses 2016: $54,251Net Income 2016: $20,0922016Revenue 2017: $73,192Expenses 2017: $69,564Net Income 2017: $3,6282017Revenue 2018: $72,962Expenses 2018: $69,608Net Income 2018: $3,3542018Revenue 2019: $77,318Expenses 2019: $69,989Net Income 2019: $7,3292019Revenue 2020: $31,093Expenses 2020: $50,848Net Income 2020: -$19,7552020Revenue 2021: $38,929Expenses 2021: $20,960Net Income 2021: $17,9692021Revenue 2022: $10,893Expenses 2022: $19,807Net Income 2022: -$8,9142022Revenue 2023: $26,368Expenses 2023: $28,472Net Income 2023: -$2,1042023Revenue 2024: $36,593Expenses 2024: $40,686Net Income 2024: -$4,0932024Revenue 2025: $25,193Expenses 2025: $36,036Net Income 2025: -$10,8432025

Highlighted filing

2017

Revenue$73,192
Expenses$69,564
Net Income$3,628
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 8, 2017
Return Version
2016v3.0
Gross Receipts
$101,438
Mission and Program Overview

Mission

To promote education, citizenship and mutual respect among students, staff and families of cambridge school community, coordinate volunteer activities and raise funds for school related activities and equipment.

To promote education,citizenship and mutual respect among students, staff and families of cambridge school community, coordinate volunteer activities and raise funds for school related activities and equipment.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$28,790$32,418▲ $3,628
Total Assets$28,790$32,418▲ $3,628
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$28,790$32,418▲ $3,628
Total Net Assets Fund Balance$28,790$32,418▲ $3,628
Total Liabilities and Net Assets / Fund Balance$28,790$32,418▲ $3,628
Compensation and Service Providers

Board Members and Trustees

NameTitle
Dawn WinklerCo-president
Lori AngermeierCo-president
Lakshmi NarayananCorrespondin
Doreen PetersonRecording Se
Vanessa DunbarTreasurer
Danielle BarrowVice Preside
Sophia KastanisVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$73,192
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$32,242
Change in Net Assets
$3,628
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$69,564
Total Fundraising Expense$28,246
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$18,589$3,652$23,170$45,411
Other Expenses$4,960-$5,076$4,960
Total Functional Expenses$37,666$3,652$28,246$69,564
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$28,246
Fundraising Gross Income$28,246
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Book Fair$7,091$5,076$5,076$0
Silent Auction$25,905$4,894$2,938$1,956
Total Events$44,953$14,333$14,333-
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

Parents of students become members of the organization after they sign up and paying a nominal annual membership fee. Membership is voluntary.

Form 990, Page 6, Part VI, Line 7A

The governing body and officers are elected from among the members during the annual members' meeting.

Form 990, Page 6, Part VI, Line 11B

A draft copy of the form 990 was e-mailed to the executive board for their review and approval prior to signature by the president.

Form 990, Page 6, Part VI, Line 12C

Each director, principal officer and member of a committee governing board delegated powers shall annually sign a statement which affirms that he has received copy of the conflict of interest policy, reads and understands the policy, and agreed to comply with the policy.

Form 990, Page 6, Part VI, Line 18

Form 1023, application for tax-exemption filed with the internal revenue service and form 990 aer available for inspection at the organization's address to any interested party.

Form 990, Page 6, Part VI, Line 19

Important organization documents such as conflict of interest policy and financial statements are available to any interested party upon written request to the president.

Filing and Contact Details

Filer

Filer Name
Cambridge School Pto Inc
EIN
20-2540921
Phone
7322972941
Address
35 CAMBRIDGE ROAD, KENDALL PARK, NJ 08824

Signing Officer

Name
Lori Angermeier
Title
Co-president
Phone
7322972941
Signed
2017-11-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Vanessa Dunbar
Formed
1995
Legal Domicile
Nj
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
100

Preparer

Firm
CAMACHO & CAMACHO LLP CPA'S
Address
4105 US HIGHWAY 1 STE 12, MONMOUTH JUNCTION, NJ 08852-2157
Preparer
Leodegario Q Camacho CPA Pfs
Phone
7328219025
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

Various activities such as author visit, book purchases, fifth grade trip to funflex, staff and teacher appreciation, community giving, scholarship, project graduation, end of the year picnic, classroom grants, etc.

Form 990, Part IX, Line 24E

Tricky tray expenses 0 0 4,894 library/media center fund 4,787 0 0 holiday shop expenses 0 0 4,184 yearbooks expenses 0 0 4,080 various activities 0 0 3,391 fifth grade fund 2,820 0 0 classroom grants 2,689 0 0 end of the year picnic 2,643 0 0 hospitality 2,143 0 0 professional fees 0 1,875 0 skate night expenses 0 0 1,780 school beautification 1,605 0 0 savearound books expenses 0 0 1,531 plantsale 0 0 1,207 aquarium service 0 1,116 0 trenton thunder expenses 0 0 875 teacher out of pocket 855 0 0 school store expenses 0 0 823 supplies 0 661 0 scholarship fund 500 0 0 super 50/50 expenses 0 0 226 community giving 210 0 0 walkathon expenses 0 0 179 field day 155 0 0 student agendas 72 0 0 sunshine fund 60 0 0 project graduation 50 0 0 total 18,589 3,652 23,170

Raw XML Appendix331 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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IRS990/Form990PartVIISectionAGrp/TitleTxt0CO-PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1CO-PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
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IRS990/Form990PartVIISectionAGrp/TitleTxt6CORRESPONDIN
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0VARIOUS ACTIVITIES SUCH AS AUTHOR VISIT, BOOK PURCHASES, FIFTH GRADE TRIP TO FUNFLEX, STAFF AND TEACHER APPRECIATION, COMMUNITY GIVING, SCHOLARSHIP, PROJECT GRADUATION, END OF THE YEAR PICNIC, CLASSROOM GRANTS, ETC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PARENTS OF STUDENTS BECOME MEMBERS OF THE ORGANIZATION AFTER THEY SIGN UP AND PAYING A NOMINAL ANNUAL MEMBERSHIP FEE. MEMBERSHIP IS VOLUNTARY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE GOVERNING BODY AND OFFICERS ARE ELECTED FROM AMONG THE MEMBERS DURING THE ANNUAL MEMBERS' MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A DRAFT COPY OF THE FORM 990 WAS E-MAILED TO THE EXECUTIVE BOARD FOR THEIR REVIEW AND APPROVAL PRIOR TO SIGNATURE BY THE PRESIDENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE GOVERNING BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS THAT HE HAS RECEIVED COPY OF THE CONFLICT OF INTEREST POLICY, READS AND UNDERSTANDS THE POLICY, AND AGREED TO COMPLY WITH THE POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FORM 1023, APPLICATION FOR TAX-EXEMPTION FILED WITH THE INTERNAL REVENUE SERVICE AND FORM 990 AER AVAILABLE FOR INSPECTION AT THE ORGANIZATION'S ADDRESS TO ANY INTERESTED PARTY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6IMPORTANT ORGANIZATION DOCUMENTS SUCH AS CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO ANY INTERESTED PARTY UPON WRITTEN REQUEST TO THE PRESIDENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7TRICKY TRAY EXPENSES 0 0 4,894 LIBRARY/MEDIA CENTER FUND 4,787 0 0 HOLIDAY SHOP EXPENSES 0 0 4,184 YEARBOOKS EXPENSES 0 0 4,080 VARIOUS ACTIVITIES 0 0 3,391 FIFTH GRADE FUND 2,820 0 0 CLASSROOM GRANTS 2,689 0 0 END OF THE YEAR PICNIC 2,643 0 0 HOSPITALITY 2,143 0 0 PROFESSIONAL FEES 0 1,875 0 SKATE NIGHT EXPENSES 0 0 1,780 SCHOOL BEAUTIFICATION 1,605 0 0 SAVEAROUND BOOKS EXPENSES 0 0 1,531 PLANTSALE 0 0 1,207 AQUARIUM SERVICE 0 1,116 0 TRENTON THUNDER EXPENSES 0 0 875 TEACHER OUT OF POCKET 855 0 0 SCHOOL STORE EXPENSES 0 0 823 SUPPLIES 0 661 0 SCHOLARSHIP FUND 500 0 0 SUPER 50/50 EXPENSES 0 0 226 COMMUNITY GIVING 210 0 0 WALKATHON EXPENSES 0 0 179 FIELD DAY 155 0 0 STUDENT AGENDAS 72 0 0 SUNSHINE FUND 60 0 0 PROJECT GRADUATION 50 0 0 TOTAL 18,589 3,652 23,170
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART IX, LINE 24E
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IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt032418
IRS990/TotalAssetsGrp/BOYAmt028790
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IRS990/TotalContributionsAmt073192
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt028246
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03652
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt037666
IRS990/TotalFunctionalExpensesGrp/TotalAmt069564
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt028790
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt032418
IRS990/TotalOtherProgSrvcExpenseAmt018589
IRS990/TotalProgramServiceExpensesAmt037666
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt073192
IRS990/TotalVolunteersCnt0100
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt028790
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt032418
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt028790
IRS990/UnrestrictedNetAssetsGrp/EOYAmt032418
IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0KENDALL PARK
IRS990/USAddress/StateAbbreviationCd0NJ
IRS990/USAddress/ZIPCd008824
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.SBSCHOOLS.ORG/SCHOOLS/CA/PTO
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LORI ANGERMEIER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07322972941
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CAMBRIDGE SCHOOL PTO INC
ReturnHeader/Filer/BusinessNameControlTxt0CAMB
ReturnHeader/Filer/EIN0202540921
ReturnHeader/Filer/PhoneNum07322972941
ReturnHeader/Filer/USAddress/AddressLine1Txt035 CAMBRIDGE ROAD
ReturnHeader/Filer/USAddress/CityNm0KENDALL PARK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0223073116
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CAMACHO & CAMACHO LLP CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04105 US HIGHWAY 1 STE 12
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MONMOUTH JUNCTION
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0088522157
ReturnHeader/PreparerPersonGrp/PhoneNum07328219025
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LEODEGARIO Q CAMACHO CPA PFS
ReturnHeader/ReturnTs02017-11-13T18:22:08-05:00
ReturnHeader/ReturnTypeCd0990
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
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.9$0.00$25.9$25.2$36.0$10.8
2024Detailed filing. Detailed filing data is available for this year.$36.8$0.00$36.8$36.6$40.7$4.09
2023Detailed filing. Detailed filing data is available for this year.$30.2$0.00$30.2$26.4$28.5$2.10
2022Detailed filing. Detailed filing data is available for this year.$32.4$0.00$32.4$10.9$19.8$8.91
2021Detailed filing. Detailed filing data is available for this year.$41.3$0.00$41.3$38.9$21.0$18.0
2020Detailed filing. Detailed filing data is available for this year.$23.3$0.00$23.3$31.1$50.8$19.8
2019Detailed filing. Detailed filing data is available for this year.$43.1$0.00$43.1$77.3$70.0$7.33
2018Detailed filing. Detailed filing data is available for this year.$35.8$0.00$35.8$73.0$69.6$3.35
2017Detailed filing. Detailed filing data is available for this year.$32.4$0.00$32.4$73.2$69.6$3.63
2016Detailed filing. Detailed filing data is available for this year.$28.8$0.00$28.8$74.3$54.3$20.1
2015Detailed filing. Detailed filing data is available for this year.$8.70$0.00$8.70$24.3$26.3$2.06
2014Detailed filing. Detailed filing data is available for this year.$10.8$0.00$10.8$50.8$61.7$10.9
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.7$0.00$21.7$38.2
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.1$0.00$26.1$23.3
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.6$0.00$20.6$17.7