Civic Intelligence

Westbrook Elementary School PTA

EIN 22-3179152 • 501(c)3 • West Milford, NJ

Profile

Provide educational, recreational and social items and activities for elementary age school children.

55 Nosenzo Pond RoadWest Milford, NJ 07480

www.westbrookschoolpta.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2022

Net Margin

17th percentile

-37%

Higher net margin than 17% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

26th percentile

-28%

Faster asset growth than 26% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

51st percentile

-0.4%

Faster revenue growth than 51% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$29,660

Down $11,555 (-28%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$29,660

Down $11,555 (-28%) from 2021

Operations
Liabilities / RevenueScore unavailableNet Margin17th percentile

Revenue

Down

$31,338

Down $113 (-0.4%) from 2021

Expenses

Up

$42,894

Up $20,108 (+88%) from 2021

Net Income

Down

-$11,556

Down $20,221 (-233%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth26th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2011: $9,619Net Assets 2011: $9,6192011Assets 2012: $10,986Net Assets 2012: $10,9862012Assets 2013: $5,813Net Assets 2013: $5,8132013Assets 2014: $17,231Net Assets 2014: $17,2312014Assets 2015: $12,864Net Assets 2015: $12,8642015Assets 2016: $25,295Net Assets 2016: $25,2952016Assets 2017: $28,297Net Assets 2017: $28,2972017Assets 2018: $23,148Net Assets 2018: $23,1482018Assets 2019: $30,614Net Assets 2019: $30,6142019Assets 2020: $32,550Net Assets 2020: $32,5502020Assets 2021: $41,215Net Assets 2021: $41,2152021Assets 2022: $29,660Net Assets 2022: $29,6602022

Highlighted filing

2022

Assets$29,660
Liabilities-
Net Assets$29,660
Open 2022 Filing

Operations Trend

Revenue Growth51st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20KRevenue 2011: $23,243Expenses 2011: $32,505Net Income 2011: -$9,2622011Revenue 2012: $24,052Expenses 2012: $22,685Net Income 2012: $1,3672012Revenue 2013: $25,622Expenses 2013: $30,795Net Income 2013: -$5,1732013Revenue 2014: $37,269Expenses 2014: $25,851Net Income 2014: $11,4182014Revenue 2015: $31,560Expenses 2015: $35,927Net Income 2015: -$4,3672015Revenue 2016: $46,076Expenses 2016: $33,645Net Income 2016: $12,4312016Revenue 2017: $33,604Expenses 2017: $30,602Net Income 2017: $3,0022017Revenue 2018: $28,168Expenses 2018: $33,317Net Income 2018: -$5,1492018Revenue 2019: $35,992Expenses 2019: $28,527Net Income 2019: $7,4652019Revenue 2020: $19,296Expenses 2020: $17,361Net Income 2020: $1,9352020Revenue 2021: $31,451Expenses 2021: $22,786Net Income 2021: $8,6652021Revenue 2022: $31,338Expenses 2022: $42,894Net Income 2022: -$11,5562022

Highlighted filing

2022

Revenue$31,338
Expenses$42,894
Net Income-$11,556
Open 2022 Filing

Filings

Most recent year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$29,660
Liabilities
-
Net assets
$29,660
Revenue
$31,338
Expenses
$42,894
Net income
-$11,556
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$29.7$29.7$31.3$42.9$11.6
2021Detailed filing. Detailed filing data is available for this year.$41.2$41.2$31.5$22.8$8.67
2020Detailed filing. Detailed filing data is available for this year.$32.6$32.6$19.3$17.4$1.94
2019Detailed filing. Detailed filing data is available for this year.$30.6$30.6$36.0$28.5$7.47
2018Detailed filing. Detailed filing data is available for this year.$23.1$23.1$28.2$33.3$5.15
2017Detailed filing. Detailed filing data is available for this year.$28.3$28.3$33.6$30.6$3.00
2016Detailed filing. Detailed filing data is available for this year.$25.3$25.3$46.1$33.6$12.4
2015Detailed filing. Detailed filing data is available for this year.$12.9$12.9$31.6$35.9$4.37
2014Detailed filing. Detailed filing data is available for this year.$17.2$17.2$37.3$25.9$11.4
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.81$5.81$25.6$30.8$5.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.0$11.0$24.1$22.7$1.37
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.62$9.62$23.2$32.5$9.26
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Oct 17, 2022
Return Version
2021v4.0
Gross Receipts
$58,745
Mission and Program Overview

Mission

Provide educational, recreational and social items and activities for elementary age school children.

Program Services

DescriptionGrantsExpenses
PROVIDED THE STUDENTS OF WESTBROOK ELEMENTARY SCHOOL WITH VARIOUS CULTURAL, SCIENTIFIC, AND SOCIAL AWARENESS ENRICHMENT PROGRAMS.$1,500$39,546
EDUCATIONAL, RECREATIONAL AND SOCIAL PROGRAMS, ACTIVITIES, AND ITEMS PROVIDED FOR THE BENEFIT OF THE GRADUATING STUDENTS.-$2,668
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-President-$0--
-Treasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fifth Grade Fun$9,539$9,539$6,126$3,413
Book Fair$8,842$8,842$7,335$1,507
Total Events$36,280$36,280$24,802$11,478
Filing and Contact Details

Filer

Filer Name
Pta Westbrook Elementary School
EIN
22-3179152
Phone
9736975700
Address
55 NOSENZO POND ROAD, WEST MILFORD, NJ 07480

Signing Officer

Name
Heather Hogan
Title
Treasurer
Phone
9737281625
Signed
2022-10-17
Discuss with paid preparer
Yes

Preparer

Firm
Murphy & Company LLC
Address
94 MAIN STREET, NEWTON, NJ 07860
Preparer
Michael D Murphy
Phone
9735797775
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses 179 clubs 4,050 family activity nights 332 miscellaneous 2,074 staff appreciation 3,072 state and nat'l fees 91 community partnerships 3,245 fifth grade activity/ye 1,798 field day 7,390 programs/assemblies 4,311 kindergarten experience 118 bank charges 125 5k run expense 859 fifth grade memory book 870 character week 576 beautification 300 pta operational costs 180 membership 721 miscellaneous 1,018 white board/smart board 8,762 non-investment depreciation 823 total 40,894”

Form 990-ez, Part II, Line 24

“Playground equipment 18,430 18,430 less accumulated depreciation 15,551 16,374 total 2,879 2,056”

Form 990-ez, Part III

“Provide educational, recreational and social items and activities for elementary age school children.”

Raw XML Appendix161 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/BooksInCareOfDetail/BusinessName/BusinessNameLine2Txt0KATHY HENZLEY
IRS990EZ/BooksInCareOfDetail/PhoneNum09736975700
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt055 NOSENZO POND ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WEST MILFORD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NJ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd007480
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt038337
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt027604
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt015742
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-11556
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0500
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt041216
IRS990EZ/Form990TotalAssetsGrp/EOYAmt029660
IRS990EZ/FundraisingGrossIncomeAmt041443
IRS990EZ/GrantsAndSimilarAmountsPaidAmt01500
IRS990EZ/GrossReceiptsAmt058745
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01560
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt041216
IRS990EZ/NetAssetsOrFundBalancesEOYAmt029660
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt041216
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt029660
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt0KATHY HENZLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt1HEATHER HOGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine2Txt0KATHY HENZLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine2Txt1HEATHER HOGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02879
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02056
IRS990EZ/OtherExpensesTotalAmt040894
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE EDUCATIONAL, RECREATIONAL AND SOCIAL ITEMS AND ACTIVITIES FOR ELEMENTARY AGE SCHOOL CHILDREN.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED THE STUDENTS OF WESTBROOK ELEMENTARY SCHOOL WITH VARIOUS CULTURAL, SCIENTIFIC, AND SOCIAL AWARENESS ENRICHMENT PROGRAMS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1EDUCATIONAL, RECREATIONAL AND SOCIAL PROGRAMS, ACTIVITIES, AND ITEMS PROVIDED FOR THE BENEFIT OF THE GRADUATING STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt039546
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12668
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt027407
IRS990EZ/SpecialEventsNetIncomeLossAmt014036
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt042894
IRS990EZ/TotalProgramServiceExpensesAmt042214
IRS990EZ/TotalRevenueAmt031338
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.WESTBROOKSCHOOLPTA.COM
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt015742
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt014759
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03264
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01047
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0794
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt035606
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt043003
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt023575
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt030822
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt074448
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt057815
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0229663
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0265269
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt058745
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt038334
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt034086
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt075495
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt058609
IRS990ScheduleA/Total509Grp/TotalAmt0265269
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt058745
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt038334
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt034086
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt075495
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt058609
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0265269
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt024802
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FIFTH GRADE FUN
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt09539
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt08842
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt017899
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt036280
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt09539
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt08842
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt017899
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt036280
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt011478
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt011341
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt024802
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06126
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt07335
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES 179 CLUBS 4,050 FAMILY ACTIVITY NIGHTS 332 MISCELLANEOUS 2,074 STAFF APPRECIATION 3,072 STATE AND NAT'L FEES 91 COMMUNITY PARTNERSHIPS 3,245 FIFTH GRADE ACTIVITY/YE 1,798 FIELD DAY 7,390 PROGRAMS/ASSEMBLIES 4,311 KINDERGARTEN EXPERIENCE 118 BANK CHARGES 125 5K RUN EXPENSE 859 FIFTH GRADE MEMORY BOOK 870 CHARACTER WEEK 576 BEAUTIFICATION 300 PTA OPERATIONAL COSTS 180 MEMBERSHIP 721 MISCELLANEOUS 1,018 WHITE BOARD/SMART BOARD 8,762 NON-INVESTMENT DEPRECIATION 823 TOTAL 40,894
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PLAYGROUND EQUIPMENT 18,430 18,430 LESS ACCUMULATED DEPRECIATION 15,551 16,374 TOTAL 2,879 2,056
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROVIDE EDUCATIONAL, RECREATIONAL AND SOCIAL ITEMS AND ACTIVITIES FOR ELEMENTARY AGE SCHOOL CHILDREN.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HEATHER HOGAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09737281625
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA WESTBROOK ELEMENTARY SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0PTAW
ReturnHeader/Filer/EIN0223179152
ReturnHeader/Filer/PhoneNum09736975700
ReturnHeader/Filer/USAddress/AddressLine1Txt055 NOSENZO POND ROAD
ReturnHeader/Filer/USAddress/CityNm0WEST MILFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007480
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0223840938
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MURPHY & COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt094 MAIN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEWTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007860
ReturnHeader/PreparerPersonGrp/PhoneNum09735797775
ReturnHeader/PreparerPersonGrp/PreparationDt02022-10-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL D MURPHY
ReturnHeader/ReturnTs02022-11-08T13:30:01-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0HEATHER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HOGAN
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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