Civic Intelligence

PTA New Jersey Congress of Parents Teachers

990EZ • Fiscal year 2020 • EIN 22-2991688

Jul 01, 2019 to Jun 30, 2020 • Filed on Dec 12, 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

63rd percentile

14%

Higher net margin than 63% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

76th percentile

38%

Faster asset growth than 76% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

34th percentile

-32%

Faster revenue growth than 34% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$18,985

Up $5,188 (+38%) from 2019

Net Assets

Up

$18,985

Up $5,188 (+38%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$36,024

Down $16,739 (-32%) from 2019

Expenses

Down

$30,836

Down $14,152 (-31%) from 2019

Net Income

Down

$5,188

Down $2,587 (-33%) from 2019

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

2020

Assets$18,985
Liabilities$0
Net Assets$18,985

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

2020

Revenue$36,024
Expenses$30,836
Net Income$5,188
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Dec 12, 2020
Return Version
2019v5.1
Gross Receipts
$78,738
Mission and Program Overview

Mission

To promote the welfare of children

Program Services

DescriptionGrantsExpenses
Other program services-$20,259
THE ORGANIZATION PROVIDES GIFT CERTIFICATES FOR CLASSROOMS SO THE TEACHERS CAN PURCHASE SUPPLIES TO AID IN THEIR TEACHING. THEY ALSO PROVIDED A HOLIDAY LUNCHEON.-$5,054
THE ORGANIZATION SPONSORS MANY ASSEMBLY PROGRAMS THROUGHOUT THE SCHOOL YEAR TO AID IN THE STUDENTS LEARNING EXPERIENCE-$1,500
THE ORGANIZATION PURCHASES VARIOUS ITEMS, SUCH AS T-SHIRTS, GAMES, SNACKS AND DRINKS FOR ITS FIELD DAY ACTIVITIES AT THE END OF THE SCHOOL YEAR. FIELD DAY NOT HELD DUE TO COVID19--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LISA VARGASPresidentPT$0--
KIMBERLY GARBACKI1st Vice PresidentPT$0--
BETH COLLIS2nd Vice PresidentPT$0--
JAMIE MCINERNEYTreasurerPT$0--
JILL MROZCKARecording SecretaryPT$0--
JAMIE HARRIGANCorresponding SecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Terror-halls$14,934$14,934$3,253$11,681
Gertrude Haw$11,170$11,170$3,703$7,467
Total Events$57,954$57,954$21,971$35,983
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
Jamie Mcinerney
Title
Treasurer
Phone
7322695700
Signed
2020-12-12
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 648meetings and conventions 80bank charges 322membership dues 1,282amazon prime 119insurance 342

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 992-school gifts-purchase various books and supplies for the students 4,191 -beginning of the year funds used to start up various projects 1,879 -honor roll breakfasts-sponsors breakfast for students who make the honor roll 423 -one book one school-purchased textbooks for the students 1,200 -living lab-items purchased for the science, technology, engineering and mathematics lab 651 -scholarships-provided two $500 scholarships to students graduating from central regional high school to further their education among others 1,000-grade level fun days-sponsored various fun days for each grade level 43-school garden-provided plants and seeds for school garden 717-diabetes walk-a walk to raise money to help people with diabetes 161-water bottles-water bottles given to the students and staff 965-dare-a donation to the dare program to support the fight against drug and alcohol use 500-magnet sale-purchase of magnets for the school to sell to raise money to fund programs 345 -kindergarten orientation-sponsored luncheon and purchaseed supplies for the new students 72-pumpkin patch-purchased pumpkins to decorate the school for halloween 690-visiting author-a childrens book author visited the school and spoke to the children 1,177 -student supplies-purchase various school supplies for the children 65-student council-paid for a year-end party for the student council 728 -4th grade field trip: contributed to the cost of the 4th grade field trip 1,158 -100th day of school 500 -charity softball game-faculty softball game to raise money for charity 254-school play-purchase of costumes and props for school play 2,548 total $ 20,259

Raw XML Appendix213 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/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11ST VICE PRESIDENT
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THE ORGANIZATION PURCHASES VARIOUS ITEMS, SUCH AS T-SHIRTS, GAMES, SNACKS AND DRINKS FOR ITS FIELD DAY ACTIVITIES AT THE END OF THE SCHOOL YEAR. FIELD DAY NOT HELD DUE TO COVID19
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2THE ORGANIZATION SPONSORS MANY ASSEMBLY PROGRAMS THROUGHOUT THE SCHOOL YEAR TO AID IN THE STUDENTS LEARNING EXPERIENCE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Other program services
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05054
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
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IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt030836
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IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01542
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt05278
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01705
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt012642
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTOFFICE SUPPLIES 648MEETINGS AND CONVENTIONS 80BANK CHARGES 322MEMBERSHIP DUES 1,282AMAZON PRIME 119INSURANCE 342
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1-4TH GRADE SEND-OFF-CLASS TRIP, END OF YEAR PIZZA PARTY AND T-SHIRTS PROVIDED TO GRADUATING 4TH GRADERS 992-SCHOOL GIFTS-PURCHASE VARIOUS BOOKS AND SUPPLIES FOR THE STUDENTS 4,191 -BEGINNING OF THE YEAR FUNDS USED TO START UP VARIOUS PROJECTS 1,879 -HONOR ROLL BREAKFASTS-SPONSORS BREAKFAST FOR STUDENTS WHO MAKE THE HONOR ROLL 423 -ONE BOOK ONE SCHOOL-PURCHASED TEXTBOOKS FOR THE STUDENTS 1,200 -LIVING LAB-ITEMS PURCHASED FOR THE SCIENCE, TECHNOLOGY, ENGINEERING AND MATHEMATICS LAB 651 -SCHOLARSHIPS-PROVIDED TWO $500 SCHOLARSHIPS TO STUDENTS GRADUATING FROM CENTRAL REGIONAL HIGH SCHOOL TO FURTHER THEIR EDUCATION AMONG OTHERS 1,000-GRADE LEVEL FUN DAYS-SPONSORED VARIOUS FUN DAYS FOR EACH GRADE LEVEL 43-SCHOOL GARDEN-PROVIDED PLANTS AND SEEDS FOR SCHOOL GARDEN 717-DIABETES WALK-A WALK TO RAISE MONEY TO HELP PEOPLE WITH DIABETES 161-WATER BOTTLES-WATER BOTTLES GIVEN TO THE STUDENTS AND STAFF 965-DARE-A DONATION TO THE DARE PROGRAM TO SUPPORT THE FIGHT AGAINST DRUG AND ALCOHOL USE 500-MAGNET SALE-PURCHASE OF MAGNETS FOR THE SCHOOL TO SELL TO RAISE MONEY TO FUND PROGRAMS 345 -KINDERGARTEN ORIENTATION-SPONSORED LUNCHEON AND PURCHASEED SUPPLIES FOR THE NEW STUDENTS 72-PUMPKIN PATCH-PURCHASED PUMPKINS TO DECORATE THE SCHOOL FOR HALLOWEEN 690-VISITING AUTHOR-A CHILDRENS BOOK AUTHOR VISITED THE SCHOOL AND SPOKE TO THE CHILDREN 1,177 -STUDENT SUPPLIES-PURCHASE VARIOUS SCHOOL SUPPLIES FOR THE CHILDREN 65-STUDENT COUNCIL-PAID FOR A YEAR-END PARTY FOR THE STUDENT COUNCIL 728 -4TH GRADE FIELD TRIP: CONTRIBUTED TO THE COST OF THE 4TH GRADE FIELD TRIP 1,158 -100TH DAY OF SCHOOL 500 -CHARITY SOFTBALL GAME-FACULTY SOFTBALL GAME TO RAISE MONEY FOR CHARITY 254-SCHOOL PLAY-PURCHASE OF COSTUMES AND PROPS FOR SCHOOL PLAY 2,548 TOTAL $ 20,259
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other program services Part III line 31
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMIE MCINERNEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07322695700
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-12-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt021214 HM POTTER SCHOOL PTA
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ReturnHeader/Filer/EIN0222991688
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ReturnHeader/Filer/USAddress/CityNm0BAYVILLE
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ReturnHeader/Filer/USAddress/ZIPCd008721
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ReturnHeader/FilingSecurityInformation/IPTm014:09:35
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0223002318
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BAYVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd008721
ReturnHeader/PreparerPersonGrp/PhoneNum07326069199
ReturnHeader/PreparerPersonGrp/PreparationDt02020-12-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PETER J MARCHIANO JR
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-12-17T14:08:04-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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
2020Detailed filing. Detailed filing data is available for this year.$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