Civic Intelligence

PTA New Jersey Congress of Parents Teachers

990EZ • Fiscal year 2015 • EIN 22-2991688

Jul 01, 2014 to Jun 30, 2015 • Filed on May 16, 2016

60 Veeder LaneBayville, NJ 08721

(732) 269-5700

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

92nd percentile

51%

Higher net margin than 92% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

92nd percentile

119%

Faster asset growth than 92% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

88th percentile

63%

Faster revenue growth than 88% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$80,023

Up $43,466 (+119%) from 2014

Net Assets

Up

$80,023

Up $43,466 (+119%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Up

$85,372

Up $32,837 (+63%) from 2014

Expenses

Down

$41,906

Down $3,515 (-7.7%) from 2014

Net Income

Up

$43,466

Up $36,352 (+511%) from 2014

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2012: $34,821Liabilities 2012: $02012Assets 2013: $26,582Net Assets 2013: $26,5822013Assets 2014: $36,557Liabilities 2014: $0Net Assets 2014: $36,5572014Assets 2015: $80,023Liabilities 2015: $0Net Assets 2015: $80,0232015Assets 2016: $22,041Liabilities 2016: $0Net Assets 2016: $22,0412016Assets 2017: $23,881Liabilities 2017: $0Net Assets 2017: $23,8812017Assets 2018: $6,022Liabilities 2018: $0Net Assets 2018: $6,0222018Assets 2019: $13,797Liabilities 2019: $0Net Assets 2019: $13,7972019Assets 2020: $18,985Liabilities 2020: $0Net Assets 2020: $18,9852020Assets 2021: $15,980Liabilities 2021: $0Net Assets 2021: $15,9802021Assets 2022: $23,515Liabilities 2022: $0Net Assets 2022: $23,5152022Assets 2023: $31,731Liabilities 2023: $0Net Assets 2023: $31,7312023Assets 2024: $64,400Net Assets 2024: $64,4002024Assets 2025: $73,283Net Assets 2025: $73,2832025

Highlighted filing

2015

Assets$80,023
Liabilities$0
Net Assets$80,023

Operations Trend

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

$100K$50K$0-$50K-$100KRevenue 2012: $52,842Expenses 2012: $58,773Net Income 2012: -$5,9312012Revenue 2013: $43,895Expenses 2013: $52,134Net Income 2013: -$8,2392013Revenue 2014: $52,535Expenses 2014: $45,421Net Income 2014: $7,1142014Revenue 2015: $85,372Expenses 2015: $41,906Net Income 2015: $43,4662015Revenue 2016: $24,591Expenses 2016: $82,573Net Income 2016: -$57,9822016Revenue 2017: $69,951Expenses 2017: $68,111Net Income 2017: $1,8402017Revenue 2018: $41,635Expenses 2018: $59,494Net Income 2018: -$17,8592018Revenue 2019: $52,763Expenses 2019: $44,988Net Income 2019: $7,7752019Revenue 2020: $36,024Expenses 2020: $30,836Net Income 2020: $5,1882020Revenue 2021: $24,795Expenses 2021: $27,800Net Income 2021: -$3,0052021Revenue 2022: $44,571Expenses 2022: $37,036Net Income 2022: $7,5352022Revenue 2023: $52,572Expenses 2023: $44,356Net Income 2023: $8,2162023Revenue 2024: $74,508Expenses 2024: $41,839Net Income 2024: $32,6692024Revenue 2025: $74,118Expenses 2025: $65,235Net Income 2025: $8,8832025

Highlighted filing

2015

Revenue$85,372
Expenses$41,906
Net Income$43,466
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 16, 2016
Return Version
2014v6.0
Gross Receipts
$165,175
Mission and Program Overview

Mission

To promote the welfare of children

Program Services

DescriptionGrantsExpenses
Other program services-$20,272
THE ORGANIZATION PROVIDES GIFTS TO THE SCHOOL THIS YEAR THEY PURCHASED A NEW FENCE AND SOUND SYSTEM NEW SHIRTS FOR THE STAFF AS WELL AS PROVIDED STAFF TRAINING-$7,538
THE ORGANIZATION PROVIDES T-SHIRTS AND GAMES FOR FIELD DAY WHICH PROVIDES EXERCISE AND COMPETITION FOR THE STUDENTS THEY ALSO PROVIDE SNACKS AND DRINKS FOR THE COMPETITORS-$4,533
THE ORGANIZATION PURCHASES VARIOUS SCHOOL SUPPLIES FOR THE STUDENTS TO HELP THEM ACHIEVE THEIR LEARNING OBJECTIVES SUPPLIES INCLUDE WRITING UTENSILS PAPER FOLDERS ETC-$4,334
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LISA VARGASPresidentPT$0--
MEGHAN CARAVANO1st VPPT$0--
ERICA ONELLO2nd VPPT$0--
JOCELYN NASRTresurerPT$0--
LISA WALSTROMCorresponding SecretaryPT$0--
TAMARA POSTRecording SecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Recycle Rall$36,000$36,000$11,032$24,968
Gift Auction$34,393$34,393$2,043$32,350
Total Events$138,654$138,654$68,895$69,759
Filing and Contact Details

Filer

Filer Name
21214 Hm Potter School Pta
EIN
22-2991688
Address
60 VEEDER LANE, BAYVILLE, NJ 08721

Signing Officer

Name
Lisa Vargas
Title
President
Phone
7326069060
Signed
2016-05-16
Discuss with paid preparer
Yes

Preparer

Firm
Peter J Marchiano Jr CPA
Address
307 WHEATON AVENUE, BAYVILLE, NJ 08721-2103
Preparer
Peter J Marchiano Jr
Phone
7326069199
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

Description amountoffice supplies 767licenses 90insurance 445membership dues 1,356meetings and conventions 263donations 1,169bank charges 237

Other program services Part III line 31

-4th grade send-off-class trip, end of year pizza party and t-shirts provided to graduating 4th graders 3,609-assembly programs-sponsor many assembly programs for the students to aid theireducation experience 2,987 -giving tree-toys and gifts provided for those less fortunate 2,293 -survivor day-provides blow-ups, t-shirts and refreshments for survivor day 2,147 -honor roll breakfasts-sponsors breakfast for students who make the honor roll 1,767-staff appreciation-breakfast and luncheon for staff to show appreciation 1,733 -scholarships-provides three $400 scholarships to students graduating from central regional high school to further their education 1,200-grade level fun days-sponsored various fun days for each grade level 804-school barbecue-sponsors a school barbecue to celebrate the end of the school year 581-sunshine fund-donations to a fund that gives to those suffering hardships 576-comic book club-purchased comic books for the comic book club 566-nurses fund-provided clothes and supplies to the nurses office 477-100th day of school-purchased balloons to celebrate the 100th day of school 450 -study island rewards-provide shirts and snacks for students who complete study island 282-4th grade tiles-provided ceramic tiles for ceramics class 203-student council-made a donation to the student council 174-kindergarten orientation-sponsored luncheon and purchaseed supplies for the new students 160-pumpkin patch-purchased pumpkins to decorate the school for halloween 150-teacher of the year-purchased flowers and a gift card for the teacher of the year 74-battle of the books-provided snacks for battle of the books contestants 39 total $ 20,272

Raw XML Appendix210 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
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5TAMARA POST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11ST VP
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRESURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CORRESPONDING SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5RECORDING SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt04327
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PrintingPublicationsPostageAmt0152
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2THE ORGANIZATION PURCHASES VARIOUS SCHOOL SUPPLIES FOR THE STUDENTS TO HELP THEM ACHIEVE THEIR LEARNING OBJECTIVES SUPPLIES INCLUDE WRITING UTENSILS PAPER FOLDERS ETC
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Other program services
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt07538
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt24334
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt320272
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt056002
IRS990EZ/SpecialEventsNetIncomeLossAmt075248
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt041906
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01595
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01445
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01333
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01278
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01157
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt06808
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0109938
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0114405
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0654688
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt024
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt027
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt025
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
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IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTOFFICE SUPPLIES 767LICENSES 90INSURANCE 445MEMBERSHIP DUES 1,356MEETINGS AND CONVENTIONS 263DONATIONS 1,169BANK CHARGES 237
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1-4TH GRADE SEND-OFF-CLASS TRIP, END OF YEAR PIZZA PARTY AND T-SHIRTS PROVIDED TO GRADUATING 4TH GRADERS 3,609-ASSEMBLY PROGRAMS-SPONSOR MANY ASSEMBLY PROGRAMS FOR THE STUDENTS TO AID THEIREDUCATION EXPERIENCE 2,987 -GIVING TREE-TOYS AND GIFTS PROVIDED FOR THOSE LESS FORTUNATE 2,293 -SURVIVOR DAY-PROVIDES BLOW-UPS, T-SHIRTS AND REFRESHMENTS FOR SURVIVOR DAY 2,147 -HONOR ROLL BREAKFASTS-SPONSORS BREAKFAST FOR STUDENTS WHO MAKE THE HONOR ROLL 1,767-STAFF APPRECIATION-BREAKFAST AND LUNCHEON FOR STAFF TO SHOW APPRECIATION 1,733 -SCHOLARSHIPS-PROVIDES THREE $400 SCHOLARSHIPS TO STUDENTS GRADUATING FROM CENTRAL REGIONAL HIGH SCHOOL TO FURTHER THEIR EDUCATION 1,200-GRADE LEVEL FUN DAYS-SPONSORED VARIOUS FUN DAYS FOR EACH GRADE LEVEL 804-SCHOOL BARBECUE-SPONSORS A SCHOOL BARBECUE TO CELEBRATE THE END OF THE SCHOOL YEAR 581-SUNSHINE FUND-DONATIONS TO A FUND THAT GIVES TO THOSE SUFFERING HARDSHIPS 576-COMIC BOOK CLUB-PURCHASED COMIC BOOKS FOR THE COMIC BOOK CLUB 566-NURSES FUND-PROVIDED CLOTHES AND SUPPLIES TO THE NURSES OFFICE 477-100TH DAY OF SCHOOL-PURCHASED BALLOONS TO CELEBRATE THE 100TH DAY OF SCHOOL 450 -STUDY ISLAND REWARDS-PROVIDE SHIRTS AND SNACKS FOR STUDENTS WHO COMPLETE STUDY ISLAND 282-4TH GRADE TILES-PROVIDED CERAMIC TILES FOR CERAMICS CLASS 203-STUDENT COUNCIL-MADE A DONATION TO THE STUDENT COUNCIL 174-KINDERGARTEN ORIENTATION-SPONSORED LUNCHEON AND PURCHASEED SUPPLIES FOR THE NEW STUDENTS 160-PUMPKIN PATCH-PURCHASED PUMPKINS TO DECORATE THE SCHOOL FOR HALLOWEEN 150-TEACHER OF THE YEAR-PURCHASED FLOWERS AND A GIFT CARD FOR THE TEACHER OF THE YEAR 74-BATTLE OF THE BOOKS-PROVIDED SNACKS FOR BATTLE OF THE BOOKS CONTESTANTS 39 TOTAL $ 20,272
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other program services Part III line 31
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA VARGAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07326069060
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt021214 HM POTTER SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt02121
ReturnHeader/Filer/EIN0222991688
ReturnHeader/Filer/USAddress/AddressLine1Txt060 VEEDER LANE
ReturnHeader/Filer/USAddress/CityNm0BAYVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd008721
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0223002318
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PETER J MARCHIANO JR CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0307 WHEATON AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BAYVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0087212103
ReturnHeader/PreparerPersonGrp/PhoneNum07326069199
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PETER J MARCHIANO JR
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-05-16T09:33:41-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$73.3$73.3$74.1$65.2$8.88
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$64.4$64.4$74.5$41.8$32.7
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.7$0.00$31.7$52.6$44.4$8.22
2022Detailed filing. Detailed filing data is available for this year.$23.5$0.00$23.5$44.6$37.0$7.54
2021Detailed filing. Detailed filing data is available for this year.$16.0$0.00$16.0$24.8$27.8$3.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.0$0.00$19.0$36.0$30.8$5.19
2019Detailed filing. Detailed filing data is available for this year.$13.8$0.00$13.8$52.8$45.0$7.78
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.02$0.00$6.02$41.6$59.5$17.9
2017Detailed filing. Detailed filing data is available for this year.$23.9$0.00$23.9$70.0$68.1$1.84
2016Detailed filing. Detailed filing data is available for this year.$22.0$0.00$22.0$24.6$82.6$58.0
2015Detailed filing. Detailed filing data is available for this year.$80.0$0.00$80.0$85.4$41.9$43.5
2014Detailed filing. Detailed filing data is available for this year.$36.6$0.00$36.6$52.5$45.4$7.11
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.6$26.6$43.9$52.1$8.24
2012Summary only. Only limited summary data is available for this year.$34.8$0.00$52.8$58.8$5.93