Civic Intelligence

PTA New Jersey Congress of Parents Teachers

990EZ • Fiscal year 2017 • EIN 22-2991688

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 11, 2017

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

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

48th percentile

2.6%

Higher net margin than 48% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

60th percentile

8.3%

Faster asset growth than 60% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

96th percentile

184%

Faster revenue growth than 96% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$23,881

Up $1,840 (+8.3%) from 2016

Net Assets

Up

$23,881

Up $1,840 (+8.3%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$69,951

Up $45,360 (+184%) from 2016

Expenses

Down

$68,111

Down $14,462 (-18%) from 2016

Net Income

Up

$1,840

Up $59,822 (+103%) from 2016

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

2017

Assets$23,881
Liabilities$0
Net Assets$23,881

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

2017

Revenue$69,951
Expenses$68,111
Net Income$1,840
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 11, 2017
Return Version
2016v3.0
Gross Receipts
$120,420
Mission and Program Overview

Mission

To promote the welfare of children

Program Services

DescriptionGrantsExpenses
Other program services-$32,273
THE ORGANIZATION PROVIDES GIFTS TO THE SCHOOL THIS YEAR THEY PURCHASED SEVERAL CHROMEBOOKS FOR BOTH THE STUDENTS AND TEACHERS AS WELL AS SOME OTHER OFFICE EQUIPMENT-$18,738
THE ORGANIZATION PROVIDES GIFT CERTIFICATES FOR CLASSROOMS SO THE TEACHERS CAN PURCHASE SUPPLIES TO AID IN THEIR TEACHING THEY ALSO PROVIDED A HOLIDAY LUNCHEON FOR THE STAFF-$7,190
THE ORGANIZATION PURCHASES VARIOUS SCHOOL SUPPLIES FOR THE STUDENTS TO HELP THEM ACHIEVE THEIR LEARNING OBJECTIVES SUPPLIES INCLUDE WRITING UTENSILS PAPER FOLDERS ETC-$5,147
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LISA VARGASPresidentPT$0--
KIM GARBACKI1st Vice PresidentPT$0--
MEGHAN CARAVANO2nd Vice PresidentPT$0--
JOCELYN NASRTresurerPT$0--
LISA WALSTROMRecording SecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gift Auction$33,567$33,567$1,932$31,635
Recycle Rall$20,000$20,000-$20,000
Total Events$99,655$99,655$44,047$55,608
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
Jocelyn Nasr
Title
Tresurer
Phone
2016151985
Signed
2017-11-11
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Description of other expenses Part I line 16

Description amountoffice supplies 541returned checks 255insurance 342membership dues 1,415meetings and conventions 353donations 800bank charges 307

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 1,564-assembly programs-sponsor many assembly programs for the students to aid theireducation experience 4,650 -giving tree-toys and gifts provided for those less fortunate 1,971 -honor roll breakfasts-sponsors breakfast for students who make the honor roll 1,250-grade level gifts-various items purchased for classrooms and assistance with field trips 3,505-one book one school-purchased textbooks for the students 1,563 -scholarships-provided two $500 scholarships to students graduating from central regional high school to further their education 1,000-grade level fun days-sponsored various fun days for each grade level 1,566-school barbecue-sponsors a school barbecue to celebrate the end of the school year 2,255-sunshine fund-donations to a fund that gives to those suffering hardships 275-school garden-provided plants and seeds for school garden 85-school play-purchased costumes and props for the school play 1,002-student awards-purchased award pins 760 -4th grade tiles-provided ceramic tiles for ceramics class 243-kindergarten orientation-sponsored luncheon and purchaseed supplies for the new students 341-pumpkin patch-purchased pumpkins to decorate the school for halloween 378-teacher of the year-purchased flowers and a gift card for the teacher of the year 74-student council-purchased shirts for student council members 150 -project team-purchased various items for school projects 71 -field day: 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 4,856-4th grade field trip: contributed to the cost of the 4th grade field trip 3,642-trivia prizes: provides pencils and prizes for the trivia contests 430-invent now camp: paid for 2 student sponsorships to the invention camp 500-caterpillars-purchased caterpillars for the kindergarten classrooms 124-miscellaneous 18total $ 32,273

Raw XML Appendix209 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/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11ST VICE PRESIDENT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4RECORDING SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt04013
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THE ORGANIZATION PROVIDES GIFT CERTIFICATES FOR CLASSROOMS SO THE TEACHERS CAN PURCHASE SUPPLIES TO AID IN THEIR TEACHING THEY ALSO PROVIDED A HOLIDAY LUNCHEON FOR THE STAFF
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/ProgramServiceExpensesAmt018738
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt17190
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt25147
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt332273
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt060775
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt068111
IRS990EZ/TotalProgramServiceExpensesAmt063348
IRS990EZ/TotalRevenueAmt069951
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05278
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01705
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01595
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01445
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01333
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt011356
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt018
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt020
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt023
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt024
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt035
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0120
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt099224
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0643615
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt018
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt020
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt023
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt024
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt035
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0120
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/PublicSupportPY509Pct00.99980
IRS990ScheduleA/PublicSupportTotal509Amt0654971
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0120402
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IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTOFFICE SUPPLIES 541RETURNED CHECKS 255INSURANCE 342MEMBERSHIP DUES 1,415MEETINGS AND CONVENTIONS 353DONATIONS 800BANK CHARGES 307
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1-4TH GRADE SEND-OFF-CLASS TRIP, END OF YEAR PIZZA PARTY AND T-SHIRTS PROVIDED TO GRADUATING 4TH GRADERS 1,564-ASSEMBLY PROGRAMS-SPONSOR MANY ASSEMBLY PROGRAMS FOR THE STUDENTS TO AID THEIREDUCATION EXPERIENCE 4,650 -GIVING TREE-TOYS AND GIFTS PROVIDED FOR THOSE LESS FORTUNATE 1,971 -HONOR ROLL BREAKFASTS-SPONSORS BREAKFAST FOR STUDENTS WHO MAKE THE HONOR ROLL 1,250-GRADE LEVEL GIFTS-VARIOUS ITEMS PURCHASED FOR CLASSROOMS AND ASSISTANCE WITH FIELD TRIPS 3,505-ONE BOOK ONE SCHOOL-PURCHASED TEXTBOOKS FOR THE STUDENTS 1,563 -SCHOLARSHIPS-PROVIDED TWO $500 SCHOLARSHIPS TO STUDENTS GRADUATING FROM CENTRAL REGIONAL HIGH SCHOOL TO FURTHER THEIR EDUCATION 1,000-GRADE LEVEL FUN DAYS-SPONSORED VARIOUS FUN DAYS FOR EACH GRADE LEVEL 1,566-SCHOOL BARBECUE-SPONSORS A SCHOOL BARBECUE TO CELEBRATE THE END OF THE SCHOOL YEAR 2,255-SUNSHINE FUND-DONATIONS TO A FUND THAT GIVES TO THOSE SUFFERING HARDSHIPS 275-SCHOOL GARDEN-PROVIDED PLANTS AND SEEDS FOR SCHOOL GARDEN 85-SCHOOL PLAY-PURCHASED COSTUMES AND PROPS FOR THE SCHOOL PLAY 1,002-STUDENT AWARDS-PURCHASED AWARD PINS 760 -4TH GRADE TILES-PROVIDED CERAMIC TILES FOR CERAMICS CLASS 243-KINDERGARTEN ORIENTATION-SPONSORED LUNCHEON AND PURCHASEED SUPPLIES FOR THE NEW STUDENTS 341-PUMPKIN PATCH-PURCHASED PUMPKINS TO DECORATE THE SCHOOL FOR HALLOWEEN 378-TEACHER OF THE YEAR-PURCHASED FLOWERS AND A GIFT CARD FOR THE TEACHER OF THE YEAR 74-STUDENT COUNCIL-PURCHASED SHIRTS FOR STUDENT COUNCIL MEMBERS 150 -PROJECT TEAM-PURCHASED VARIOUS ITEMS FOR SCHOOL PROJECTS 71 -FIELD DAY: 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 4,856-4TH GRADE FIELD TRIP: CONTRIBUTED TO THE COST OF THE 4TH GRADE FIELD TRIP 3,642-TRIVIA PRIZES: PROVIDES PENCILS AND PRIZES FOR THE TRIVIA CONTESTS 430-INVENT NOW CAMP: PAID FOR 2 STUDENT SPONSORSHIPS TO THE INVENTION CAMP 500-CATERPILLARS-PURCHASED CATERPILLARS FOR THE KINDERGARTEN CLASSROOMS 124-MISCELLANEOUS 18TOTAL $ 32,273
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other program services Part III line 31
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOCELYN NASR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRESURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02016151985
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt021214 HM POTTER SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt02121
ReturnHeader/Filer/EIN0222991688
ReturnHeader/Filer/USAddress/AddressLine1Txt060 VEEDER LANE
ReturnHeader/Filer/USAddress/CityNm0BAYVILLE
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.88.183.149
ReturnHeader/FilingSecurityInformation/IPDt02017-11-15
ReturnHeader/FilingSecurityInformation/IPTm014:29:31
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/ZIPCd008721
ReturnHeader/PreparerPersonGrp/PhoneNum07326069199
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PETER J MARCHIANO JR
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-11-15T14:28:41-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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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