Civic Intelligence

PTA New Jersey Congress of Parents & Teachers

990EZ • Fiscal year 2018 • EIN 22-3179152

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 06, 2018

55 Nosenzo Pond RoadWest Milford, NJ 07480

(973) 697-5700

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

17th percentile

-18%

Higher net margin than 17% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

22nd percentile

-18%

Faster asset growth than 22% of similar nonprofits.

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

Revenue Growth

27th percentile

-16%

Faster revenue growth than 27% of similar nonprofits.

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

Assets

Down

$23,148

Down $5,149 (-18%) from 2017

Net Assets

Down

$23,148

Down $5,149 (-18%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$28,168

Down $5,436 (-16%) from 2017

Expenses

Up

$33,317

Up $2,715 (+8.9%) from 2017

Net Income

Down

-$5,149

Down $8,151 (-272%) from 2017

Historical Trend

Balance Sheet Trend

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

$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

2018

Assets$23,148
Liabilities-
Net Assets$23,148

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$28,168
Expenses$33,317
Net Income-$5,149
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 6, 2018
Return Version
2017v2.3
Gross Receipts
$58,609
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$27,434
EDUCATIONAL, RECREATIONAL AND SOCIAL PROGRAMS, ACTIVITIES, AND ITEMS PROVIDED FOR THE BENEFIT OF THE GRADUATING SIXTH GRADE STUDENTS SUCH AS 6TH GRADE MEMORY BOOK AND 6TH GRADE PICNIC.-$5,883
Compensation and Service Providers

Employees

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

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
5k Run$11,184$11,184$4,036$7,148
Holiday Shop$6,033$6,033$5,367$666
Total Events$17,217$17,217$9,403$7,814
Filing and Contact Details

Filer

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

Signing Officer

Name
Kathy Henzley
Title
Treasurer
Phone
9737281625
Signed
2018-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Murphy & Company LLC
Address
94 MAIN STREET, NEWTON, NJ 07860
Preparer
Dianne E Reynics
Phone
9735797775
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses 179 class parent committee 119 classroom enrichment 64 clubs 6,221 family activity nights 476 hospitality 43 kindergarten experience 320 kindergarten orientation 85 learn 360 394 miscellaneous 1,244 programs 3,647 public relations 180 red ribbon week 122 safety town 400 spooktacular 200 staff appreciation 728 bank charges 113 sixth grade activity nght 2,042 sixth grade memory book 2,131 sixth grade picnic 1,710 state and nat'l fees 26 membership fees 792 non-investment depreciation 10,532 total 31,768

Form 990-ez, Part II, Line 24

Playground equipment 0 18,430 less accumulated depreciation 0 10,532 total 0 7,898

Form 990-ez, Part III

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

Raw XML Appendix172 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/BusinessNameLine1Txt0KATHY HENZLEY
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/BOYAmt028297
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt015250
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0794
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5149
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt028297
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IRS990EZ/FundraisingGrossIncomeAmt047727
IRS990EZ/GamingGrossIncomeAmt08550
IRS990EZ/GrantsAndSimilarAmountsPaidAmt01500
IRS990EZ/GrossReceiptsAmt058609
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt04
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01534
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt028297
IRS990EZ/NetAssetsOrFundBalancesEOYAmt023148
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt028297
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt023148
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt0KATHY HENZLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine2Txt0KATHY HENZLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KIRSTEN COPPOLA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt07898
IRS990EZ/OtherExpensesTotalAmt031768
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE EDUCATIONAL, RECREATIONAL AND SOCIAL ITEMS AND ACTIVITIES FOR ELEMENTARY AGE SCHOOL CHILDREN.
IRS990EZ/PrintingPublicationsPostageAmt049
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 SIXTH GRADE STUDENTS SUCH AS 6TH GRADE MEMORY BOOK AND 6TH GRADE PICNIC.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt027434
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15883
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt030441
IRS990EZ/SpecialEventsNetIncomeLossAmt025836
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt033317
IRS990EZ/TotalProgramServiceExpensesAmt033317
IRS990EZ/TotalRevenueAmt028168
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.WESTBROOKSCHOOLPTA.COM
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0794
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01583
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01546
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01759
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01508
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt07190
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt07
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt06
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt06
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt024
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt057815
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt072075
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0110733
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt068774
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt082620
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0392017
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt07
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt06
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt06
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt024
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt0399207
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt058609
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt073658
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0112279
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt070533
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt084128
IRS990ScheduleA/Total509Grp/TotalAmt0399207
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt058609
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt073665
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0112285
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt070539
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt084133
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0399231
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt09403
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm05K RUN
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0HOLIDAY SHOP
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt011184
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt06033
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt017217
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt011184
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt06033
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt017217
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt07814
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt09403
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04036
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt05367
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES 179 CLASS PARENT COMMITTEE 119 CLASSROOM ENRICHMENT 64 CLUBS 6,221 FAMILY ACTIVITY NIGHTS 476 HOSPITALITY 43 KINDERGARTEN EXPERIENCE 320 KINDERGARTEN ORIENTATION 85 LEARN 360 394 MISCELLANEOUS 1,244 PROGRAMS 3,647 PUBLIC RELATIONS 180 RED RIBBON WEEK 122 SAFETY TOWN 400 SPOOKTACULAR 200 STAFF APPRECIATION 728 BANK CHARGES 113 SIXTH GRADE ACTIVITY NGHT 2,042 SIXTH GRADE MEMORY BOOK 2,131 SIXTH GRADE PICNIC 1,710 STATE AND NAT'L FEES 26 MEMBERSHIP FEES 792 NON-INVESTMENT DEPRECIATION 10,532 TOTAL 31,768
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PLAYGROUND EQUIPMENT 0 18,430 LESS ACCUMULATED DEPRECIATION 0 10,532 TOTAL 0 7,898
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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHY HENZLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09737281625
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WESTBROOK ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0WEST
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0F61130B5F35C9D26257A625420DA459B316176E7
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A5F0722B2E1EE60B7359FC3108F559BC9498E2AF
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02018-11-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm012:29:33
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/PreparationDt02018-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DIANNE E REYNICS
ReturnHeader/ReturnTs02018-11-06T13:29:33-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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