Civic Intelligence

Brielle Parent Teacher Organization Inc.

990EZ • Fiscal year 2023 • EIN 22-3687648

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 13, 2023

Organization ProfileN/A
605 Union LaneBrielle, NJ 08730

(732) 528-6400

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

24th percentile

-11%

Higher net margin than 24% of similar nonprofits.

2023 filings • NTEE B94 • <$500k nonprofits • Source year 2023

Top Officer Pay

99th percentile

$0

Higher top officer pay than 99% of similar nonprofits.

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

2023 filings • NTEE B94 • <$500k nonprofits • Source year 2023

Asset Growth

21st percentile

-14%

Faster asset growth than 21% of similar nonprofits.

2023 filings • NTEE B94 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

71st percentile

41%

Faster revenue growth than 71% of similar nonprofits.

2023 filings • NTEE B94 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$88,373

Down $14,940 (-14%) from 2022

Net Assets

Down

$88,373

Down $14,940 (-14%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin24th percentile

Revenue

Up

$133,483

Up $38,586 (+41%) from 2022

Expenses

Up

$148,423

Up $62,911 (+74%) from 2022

Net Income

Down

-$14,940

Down $24,325 (-259%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$150K$100K$50K$0Assets 2012: $90,500Liabilities 2012: $02012Assets 2013: $60,012Liabilities 2013: $02013Assets 2014: $74,827Liabilities 2014: $02014Assets 2015: $94,620Liabilities 2015: $02015Assets 2016: $94,290Liabilities 2016: $02016Assets 2017: $104,502Liabilities 2017: $02017Assets 2018: $76,180Liabilities 2018: $02018Assets 2019: $90,318Liabilities 2019: $02019Assets 2020: $99,758Net Assets 2020: $99,7582020Assets 2021: $93,928Net Assets 2021: $93,9282021Assets 2022: $103,313Net Assets 2022: $103,3132022Assets 2023: $88,373Net Assets 2023: $88,3732023Assets 2024: $89,390Net Assets 2024: $89,3902024Assets 2025: $76,639Net Assets 2025: $76,6392025

Highlighted filing

2023

Assets$88,373
Liabilities-
Net Assets$88,373
Open 2023 Filing

Operations Trend

Revenue Growth71st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100KRevenue 2012: $63,995Expenses 2012: $14,844Net Income 2012: $49,1512012Revenue 2013: $54,239Expenses 2013: $84,727Net Income 2013: -$30,4882013Revenue 2014: $49,628Expenses 2014: $34,813Net Income 2014: $14,8152014Revenue 2015: $54,994Expenses 2015: $35,201Net Income 2015: $19,7932015Revenue 2016: $52,189Expenses 2016: $52,519Net Income 2016: -$3302016Revenue 2017: $95,419Expenses 2017: $85,207Net Income 2017: $10,2122017Revenue 2018: $79,355Expenses 2018: $107,677Net Income 2018: -$28,3222018Revenue 2019: $69,196Expenses 2019: $55,058Net Income 2019: $14,1382019Revenue 2020: $49,465Expenses 2020: $40,025Net Income 2020: $9,4402020Revenue 2021: $60,808Expenses 2021: $66,638Net Income 2021: -$5,8302021Revenue 2022: $94,897Expenses 2022: $85,512Net Income 2022: $9,3852022Revenue 2023: $133,483Expenses 2023: $148,423Net Income 2023: -$14,9402023Revenue 2024: $134,759Expenses 2024: $133,742Net Income 2024: $1,0172024Revenue 2025: $159,406Expenses 2025: $172,158Net Income 2025: -$12,7522025

Highlighted filing

2023

Revenue$133,483
Expenses$148,423
Net Income-$14,940
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 13, 2023
Return Version
2022v5.0
Gross Receipts
$140,133
Mission and Program Overview

Mission

The primary exempt purpose of the organization is to help fund and support educational and youth activity programs for students in the brielle elementary school.

The pto helped fund various clubs, assemblies, academic programs, capital improvements and social activities

Program Services

DescriptionGrantsExpenses
THE PTO HELPED FUND VARIOUS CLUBS, ASSEMBLIES, ACADEMIC PROGRAMS, CAPITAL IMPROVEMENTS AND SOCIAL ACTIVITIES.-$148,423
THE PTO HELPED FUND VARIOUS CLUBS, ASSEMBLIES, ACADEMIC PROGRAMS, CAPITAL IMPROVEMENTS AND SOCIAL ACTIVITIES--
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KELLI FAHEYCo-President-$0--
NIKKI PANDOZZICo-President-$0--
LILLY SMITHVice Preside-$0--
AMAYA BARLOWSecretary-$0--
JENNIFER WOHLTMANTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fund Raising$15,276$15,276$6,650$8,626
Total Events$15,276$15,276$6,650$8,626
Filing and Contact Details

Filer

Filer Name
Brielle Parent Teacher Organization
EIN
22-3687648
Phone
7325286400
Address
605 UNION LANE, BRIELLE, NJ 08730

Signing Officer

Name
Jennifer Wohltman
Title
Treasurer
Phone
7325286400
Signed
2023-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Koerner & Associates LLC
Address
3350 STATE HWY 138 BLDG 2 STE 228, WALL, NJ 07719
Preparer
Christian T Koerner CPA Abv Mst
Phone
7327493720
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office expense 1,647 8th grade expense 14,790 program expenses 130,219 scholarships 1,100 hospitality and sunshine 667 total 148,423”

Form 990-ez, Part III

“The pto helped fund various clubs, assemblies, academic programs, capital improvements and social activities”

Form 990-ez, Part III, Line 31

“The pto helped fund various clubs, assemblies, academic programs, capital improvements and social activities.”

Raw XML Appendix152 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JENNIFER WOLTMAN
IRS990EZ/BooksInCareOfDetail/PhoneNum07327493720
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0605 UNION AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BRIELLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NJ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd008730
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0103313
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt088373
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt018966
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-14940
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0103313
IRS990EZ/Form990TotalAssetsGrp/EOYAmt088373
IRS990EZ/FundraisingGrossIncomeAmt015276
IRS990EZ/GrossReceiptsAmt0140133
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0104
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0103313
IRS990EZ/NetAssetsOrFundBalancesEOYAmt088373
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0103313
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt088373
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KELLI FAHEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1NIKKI PANDOZZI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LILLY SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3AMAYA BARLOW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JENNIFER WOHLTMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0148423
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE PTO HELPED FUND VARIOUS CLUBS, ASSEMBLIES, ACADEMIC PROGRAMS, CAPITAL IMPROVEMENTS AND SOCIAL ACTIVITIES
IRS990EZ/ProgramServiceRevenueAmt0105787
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE PTO HELPED FUND VARIOUS CLUBS, ASSEMBLIES, ACADEMIC PROGRAMS, CAPITAL IMPROVEMENTS AND SOCIAL ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THE PTO HELPED FUND VARIOUS CLUBS, ASSEMBLIES, ACADEMIC PROGRAMS, CAPITAL IMPROVEMENTS AND SOCIAL ACTIVITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0148423
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt06650
IRS990EZ/SpecialEventsNetIncomeLossAmt08626
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0148423
IRS990EZ/TotalProgramServiceExpensesAmt0148423
IRS990EZ/TotalRevenueAmt0133483
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt018966
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt061253
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt055877
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt043705
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt048122
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0227923
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0104
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0107
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0208
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0180
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0599
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0254349
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99740
IRS990ScheduleA/PublicSupportPY170Pct00.99700
IRS990ScheduleA/PublicSupportTotal170Amt0227923
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt018966
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt061253
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt055877
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt043705
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt048122
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0227923
IRS990ScheduleA/TotalSupportAmt0228522
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt06650
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUND RAISING
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt015276
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt015276
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt015276
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt015276
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt08626
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt06650
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06650
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE EXPENSE 1,647 8TH GRADE EXPENSE 14,790 PROGRAM EXPENSES 130,219 SCHOLARSHIPS 1,100 HOSPITALITY AND SUNSHINE 667 TOTAL 148,423
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PTO HELPED FUND VARIOUS CLUBS, ASSEMBLIES, ACADEMIC PROGRAMS, CAPITAL IMPROVEMENTS AND SOCIAL ACTIVITIES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PTO HELPED FUND VARIOUS CLUBS, ASSEMBLIES, ACADEMIC PROGRAMS, CAPITAL IMPROVEMENTS AND SOCIAL ACTIVITIES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER WOHLTMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07325286400
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BRIELLE PARENT TEACHER ORGANIZATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INC
ReturnHeader/Filer/BusinessNameControlTxt0BRIE
ReturnHeader/Filer/EIN0223687648
ReturnHeader/Filer/PhoneNum07325286400
ReturnHeader/Filer/USAddress/AddressLine1Txt0605 UNION LANE
ReturnHeader/Filer/USAddress/CityNm0BRIELLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd008730
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0272628475
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KOERNER & ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03350 STATE HWY 138 BLDG 2 STE 228
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WALL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007719
ReturnHeader/PreparerPersonGrp/PhoneNum07327493720
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTIAN T KOERNER CPA ABV MST
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-11-14T09:05:17-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JENNIFER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WOHLTMAN
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$88,373
Liabilities
-
Net assets
$88,373
Revenue
$133,483
Expenses
$148,423
Net income
-$14,940
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.77$0.77$1.59$1.72$0.13
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.89$0.89$1.35$1.34$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.88$0.88$1.33$1.48$0.15
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.03$1.03$0.95$0.86$0.09
2021Detailed filing. Detailed filing data is available for this year.$0.94$0.94$0.61$0.67$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.00$1.00$0.49$0.40$0.09
2019Summary only. Only limited summary data is available for this year.$0.90$0.00$0.69$0.55$0.14
2018Summary only. Only limited summary data is available for this year.$0.76$0.00$0.79$1.08$0.28
2017Summary only. Only limited summary data is available for this year.$1.05$0.00$0.95$0.85$0.10
2016Summary only. Only limited summary data is available for this year.$0.94$0.00$0.52$0.53$0.00
2015Summary only. Only limited summary data is available for this year.$0.95$0.00$0.55$0.35$0.20
2014Summary only. Only limited summary data is available for this year.$0.75$0.00$0.50$0.35$0.15
2013Summary only. Only limited summary data is available for this year.$0.60$0.00$0.54$0.85$0.30
2012Summary only. Only limited summary data is available for this year.$0.91$0.00$0.64$0.15$0.49