Civic Intelligence

PTA New Jersey Congress of Parents Teachers

990EZ • Fiscal year 2018 • EIN 22-2991688

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 15, 2018

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

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

9th percentile

-43%

Higher net margin than 9% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

5th percentile

-75%

Faster asset growth than 5% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

13th percentile

-40%

Faster revenue growth than 13% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$6,022

Down $17,859 (-75%) from 2017

Net Assets

Down

$6,022

Down $17,859 (-75%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$41,635

Down $28,316 (-40%) from 2017

Expenses

Down

$59,494

Down $8,617 (-13%) from 2017

Net Income

Down

-$17,859

Down $19,699 (-1071%) from 2017

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

2018

Assets$6,022
Liabilities$0
Net Assets$6,022

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

2018

Revenue$41,635
Expenses$59,494
Net Income-$17,859
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 15, 2018
Return Version
2017v2.2
Gross Receipts
$99,330
Mission and Program Overview

Mission

To promote the welfare of children

Program Services

DescriptionGrantsExpenses
Other program services-$26,911
THE ORGANIZATION PROVIDES GIFTS TO THE SCHOOL THIS YEAR THEY PURCHASED GOOGLE KITS FOR THE CLASSROOMS PLUS BOOKS AND OTHER SUPPLIES-$11,980
THE ORGANIZATION PURCHASES VARIOUS SCHOOL SUPPLIES FOR THE STUDENTS TO HELP THEM ACHIEVE THEIR LEARNING OBJECTIVES SUPPLIES INCLUDE WRITING UTENSILS PAPER FOLDERS ETC-$9,395
THE ORGANIZATION PROVIDES GIFT CERTIFICATES FOR CLASSROOMS SO THE TEACHERS CAN PURCHASE SUPPLIES TO AID IN THEIR TEACHING THEY ALSO PROVIDED A HOLIDAY LUNCHEON-$7,065
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LISA VARGASPresidentPT$0--
KIM GARBACKI1st Vice PresidentPT$0--
BONNIE SOJKA2nd Vice PresidentPT$0--
JOCELYN NASRTresurerPT$0--
LISA WALSTROMCorresponding SecretaryPT$0--
TAMARA POSTRecording SecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gift Auction$34,344$34,344$4,085$30,259
Book Fair$13,402$13,402$11,879$1,523
Total Events$79,812$79,812$44,753$35,059
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
Treasurer
Phone
7322695700
Signed
2018-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Peter J Marchiano Jr CPA
Address
7 Pelican Drive Suite 3, 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 549fraudulent credit card charges 189insurance 342membership dues 1,461meetings and conventions 786bank charges 66

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 1,320-assembly programs-sponsor many assembly programs for the students to aid theireducation experience 1,000 -giving tree-toys and gifts provided for those less fortunate 725 -honor roll breakfasts-sponsors breakfast for students who make the honor roll 1,243-one book one school-purchased textbooks for the students 1,460 -stem lab-items purchased for the science, technology, engineering and mathematics lab 1,621 -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 1,506-school barbecue-sponsors a school barbecue to celebrate the end of the school year 4,029-sunshine fund-donations to a fund that gives to those suffering hardships 237-school garden-provided plants and seeds for school garden 680-student awards-purchased award pins 713-nurses fund-supplies for the nurses office 85 -4th grade tiles-provided ceramic tiles for ceramics class 249-kindergarten orientation-sponsored luncheon and purchaseed supplies for the new students 457-pumpkin patch-purchased pumpkins to decorate the school for halloween 326-teacher of the year-purchased flowers and a gift card for the teacher of the year 80-project team-purchased various items for school projects 75-camp invention-two student sponsorships for science project winners 500-cardboard challenge-supplies for event 69 -field day:provide t-shirts and games for field day which provides exercise and competition for the students. They also provide snacks and drinks. 4,684-1st grade class trip: paid for bus and other costs 535 -dare program: annual donation to the program 500 -4th grade field trip: contributed to the cost of the 4th grade field trip 3,317-100th day of school 500total $ 26,911

Raw XML Appendix214 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/TitleTxt11ST VICE PRESIDENT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CORRESPONDING SECRETARY
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2THE ORGANIZATION PROVIDES GIFT CERTIFICATES FOR CLASSROOMS SO THE TEACHERS CAN PURCHASE SUPPLIES TO AID IN THEIR TEACHING THEY ALSO PROVIDED A HOLIDAY LUNCHEON
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Other program services
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01705
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01595
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01445
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt096
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTOFFICE SUPPLIES 549FRAUDULENT CREDIT CARD CHARGES 189INSURANCE 342MEMBERSHIP DUES 1,461MEETINGS AND CONVENTIONS 786BANK CHARGES 66
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1-4TH GRADE SEND-OFF-CLASS TRIP, END OF YEAR PIZZA PARTY AND T-SHIRTS PROVIDED TO GRADUATING 4TH GRADERS 1,320-ASSEMBLY PROGRAMS-SPONSOR MANY ASSEMBLY PROGRAMS FOR THE STUDENTS TO AID THEIREDUCATION EXPERIENCE 1,000 -GIVING TREE-TOYS AND GIFTS PROVIDED FOR THOSE LESS FORTUNATE 725 -HONOR ROLL BREAKFASTS-SPONSORS BREAKFAST FOR STUDENTS WHO MAKE THE HONOR ROLL 1,243-ONE BOOK ONE SCHOOL-PURCHASED TEXTBOOKS FOR THE STUDENTS 1,460 -STEM LAB-ITEMS PURCHASED FOR THE SCIENCE, TECHNOLOGY, ENGINEERING AND MATHEMATICS LAB 1,621 -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 1,506-SCHOOL BARBECUE-SPONSORS A SCHOOL BARBECUE TO CELEBRATE THE END OF THE SCHOOL YEAR 4,029-SUNSHINE FUND-DONATIONS TO A FUND THAT GIVES TO THOSE SUFFERING HARDSHIPS 237-SCHOOL GARDEN-PROVIDED PLANTS AND SEEDS FOR SCHOOL GARDEN 680-STUDENT AWARDS-PURCHASED AWARD PINS 713-NURSES FUND-SUPPLIES FOR THE NURSES OFFICE 85 -4TH GRADE TILES-PROVIDED CERAMIC TILES FOR CERAMICS CLASS 249-KINDERGARTEN ORIENTATION-SPONSORED LUNCHEON AND PURCHASEED SUPPLIES FOR THE NEW STUDENTS 457-PUMPKIN PATCH-PURCHASED PUMPKINS TO DECORATE THE SCHOOL FOR HALLOWEEN 326-TEACHER OF THE YEAR-PURCHASED FLOWERS AND A GIFT CARD FOR THE TEACHER OF THE YEAR 80-PROJECT TEAM-PURCHASED VARIOUS ITEMS FOR SCHOOL PROJECTS 75-CAMP INVENTION-TWO STUDENT SPONSORSHIPS FOR SCIENCE PROJECT WINNERS 500-CARDBOARD CHALLENGE-SUPPLIES FOR EVENT 69 -FIELD DAY:PROVIDE T-SHIRTS AND GAMES FOR FIELD DAY WHICH PROVIDES EXERCISE AND COMPETITION FOR THE STUDENTS. THEY ALSO PROVIDE SNACKS AND DRINKS. 4,684-1ST GRADE CLASS TRIP: PAID FOR BUS AND OTHER COSTS 535 -DARE PROGRAM: ANNUAL DONATION TO THE PROGRAM 500 -4TH GRADE FIELD TRIP: CONTRIBUTED TO THE COST OF THE 4TH GRADE FIELD TRIP 3,317-100TH DAY OF SCHOOL 500TOTAL $ 26,911
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other program services Part III line 31
ReturnHeader/BuildTS02019-02-21 02:37:17Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0JOCELYN NASR
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ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-15
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ReturnHeader/FilingSecurityInformation/IPTm015:14:55
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0223002318
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Peter J Marchiano Jr CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07 Pelican Drive Suite 3
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Bayville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd008721
ReturnHeader/PreparerPersonGrp/PhoneNum07326069199
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Peter J Marchiano Jr
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-11-15T20:43:19-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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
2018Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)3 • <$500k nonprofits