Civic Intelligence

PTA New Jersey Congress of Parents & Teachers

990EZ • Fiscal year 2014 • EIN 23-7214685

Jul 01, 2013 to Jun 30, 2014 • Filed on Sep 04, 2014

Organization Profilewww.uglpta.org
41 Henry Road07421

(973) 853-4466

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 2014

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2014

Net Margin

47th percentile

1.8%

Higher net margin than 47% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

74th percentile

23%

Faster asset growth than 74% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

33rd percentile

-9.3%

Faster revenue growth than 33% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$25,198

Up $4,729 (+23%) from 2013

Net Assets

Up

$25,198

Up $4,729 (+23%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin47th percentile

Revenue

Down

$55,155

Down $5,656 (-9.3%) from 2013

Expenses

Down

$54,156

Down $11,279 (-17%) from 2013

Net Income

Up

$999

Up $5,623 (+122%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

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

$80K$60K$40K$20K$0Assets 2012: $25,093Net Assets 2012: $25,0932012Assets 2013: $20,469Net Assets 2013: $20,4692013Assets 2014: $25,198Net Assets 2014: $25,1982014Assets 2015: $23,136Liabilities 2015: $2,076Net Assets 2015: $21,0602015Assets 2016: $25,450Liabilities 2016: $1,972Net Assets 2016: $23,4782016Assets 2017: $19,693Liabilities 2017: $2,336Net Assets 2017: $17,3572017Assets 2018: $25,765Liabilities 2018: $3,502Net Assets 2018: $22,2632018Assets 2019: $29,775Liabilities 2019: $5,220Net Assets 2019: $24,5552019Assets 2020: $31,387Liabilities 2020: $6,688Net Assets 2020: $24,6992020Assets 2021: $28,626Liabilities 2021: $442Net Assets 2021: $28,1842021Assets 2022: $35,030Liabilities 2022: $175Net Assets 2022: $34,8552022Assets 2023: $16,266Net Assets 2023: $16,2662023Assets 2024: $39,211Liabilities 2024: $55Net Assets 2024: $39,1562024Assets 2025: $69,859Liabilities 2025: $1Net Assets 2025: $69,8582025

Highlighted filing

2014

Assets$25,198
Liabilities-
Net Assets$25,198
Open 2014 Filing

Operations Trend

Revenue Growth33rd percentile

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

$100K$50K$0-$50KRevenue 2012: $24,945Expenses 2012: $15,736Net Income 2012: $9,2092012Revenue 2013: $60,811Expenses 2013: $65,435Net Income 2013: -$4,6242013Revenue 2014: $55,155Expenses 2014: $54,156Net Income 2014: $9992014Revenue 2015: $34,231Expenses 2015: $38,369Net Income 2015: -$4,1382015Revenue 2016: $32,077Expenses 2016: $29,659Net Income 2016: $2,4182016Revenue 2017: $20,881Expenses 2017: $27,002Net Income 2017: -$6,1212017Revenue 2018: $27,710Expenses 2018: $22,804Net Income 2018: $4,9062018Revenue 2019: $27,748Expenses 2019: $25,456Net Income 2019: $2,2922019Revenue 2020: $19,078Expenses 2020: $18,934Net Income 2020: $1442020Revenue 2021: $9,748Expenses 2021: $6,263Net Income 2021: $3,4852021Revenue 2022: $40,623Expenses 2022: $33,952Net Income 2022: $6,6712022Revenue 2023: $22,538Expenses 2023: $41,127Net Income 2023: -$18,5892023Revenue 2024: $48,932Expenses 2024: $26,042Net Income 2024: $22,8902024Revenue 2025: $75,279Expenses 2025: $44,577Net Income 2025: $30,7022025

Highlighted filing

2014

Revenue$55,155
Expenses$54,156
Net Income$999
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Sep 4, 2014
Return Version
2013v3.1
Gross Receipts
$55,155
Mission and Program Overview

Mission

To enhance, students grades k-6, their education experiences.

To enhance children, grades k-6, education experience

Program Services

DescriptionGrantsExpenses
THE UPPER GREENWWOD LAKE PTA ENHANCES AND SUPPLEMENTS THE ACTIVITIES, ASSEMBLIES, PROGRAMS, CLASSROOM EQUIPMENT AND SUPPLIES UTILIZED BY THE STUDENTS OF THE SCHOOL [GRADES K-6].-$32,224
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HEATHER COMMORETOPresPT$0--
CARRIE MULLIGANV.P.PT$0--
LAURA QUIRKTreasurerPT$0--
CATHY ROGOSICHRecord. Sect.PT$0--
JUDY BARKERCorr. Sect.PT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$5,635$5,635-$5,635
Total Events$5,635$5,635-$5,635
Filing and Contact Details

Filer

EIN
23-7214685
Phone
9738534466

Signing Officer

Name
Laura Quirk
Title
Treasurer
Phone
9738534466
Signed
2014-09-04

Preparer

Preparer
Phil Calise
Phone
9737285529
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“UNCATEGORIZED INCOME 6.”

Form 990EZ, Part I, Line 16

“Assemblies 1040. Classroom supplies 477. Scholarships 1500. Convention 1016. Pta fees [nat'l & nj] 804. Family fun nights 9102. Volunteer appreciation 400. Nj annual filing fee 25. Bank fees [return check fee] 60. Book fair expenses 3262. Misc exps 513. Donations 450. Author visit book orders 238. Field day 3090. Gifted by the pta 626. Finish line lunch 332. School decorations 20. Flower sales 442. Gertrude hawk candy sales 2155. Grants 2000. Charter education 200. Holiday appreciation 3560. Bea”

Form 990EZ, Part I, Line 20

“Transfers between to two funds 3730.”

Raw XML Appendix153 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/PersonNm0LAURA QUIRK
IRS990EZ/BooksInCareOfDetail/PhoneNum09738534466
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1041 HENRY ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/City0HEWITT
IRS990EZ/BooksInCareOfDetail/USAddress/State0NJ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode007421
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt020469
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt025198
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0999
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0700
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt020469
IRS990EZ/Form990TotalAssetsGrp/EOYAmt025198
IRS990EZ/FundraisingGrossIncomeAmt053741
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt055155
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01269
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt020469
IRS990EZ/NetAssetsOrFundBalancesEOYAmt025198
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt020469
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt025198
IRS990EZ/OccupancyRentUtltsAndMaintAmt060
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0HEATHER COMMORETO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CARRIE MULLIGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LAURA QUIRK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CATHY ROGOSICH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JUDY BARKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1V.P.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3RECORD. SECT.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CORR. SECT.
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt03730
IRS990EZ/OtherExpensesTotalAmt052743
IRS990EZ/OtherRevenueTotalAmt06
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO ENHANCE CHILDREN, GRADES K-6, EDUCATION EXPERIENCE
IRS990EZ/PrintingPublicationsPostageAmt0653
IRS990EZ/ProgramServiceRevenueAmt0139
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE UPPER GREENWWOD LAKE PTA ENHANCES AND SUPPLEMENTS THE ACTIVITIES, ASSEMBLIES, PROGRAMS, CLASSROOM EQUIPMENT AND SUPPLIES UTILIZED BY THE STUDENTS OF THE SCHOOL [GRADES K-6].
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt032224
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt053741
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NJ
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt054156
IRS990EZ/TotalProgramServiceExpensesAmt032224
IRS990EZ/TotalRevenueAmt055155
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.uglpta.org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt051017
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt060646
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt065358
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt058311
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt044716
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0280048
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0280048
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt051017
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt060646
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt065358
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt058311
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt044716
IRS990ScheduleA/Total509Grp/TotalAmt0280048
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0280048
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt05635
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt05635
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt05635
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt05635
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0RAFFLES
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt05635
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0UNCATEGORIZED INCOME 6.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ASSEMBLIES 1040. CLASSROOM SUPPLIES 477. SCHOLARSHIPS 1500. CONVENTION 1016. PTA FEES [NAT'L & NJ] 804. FAMILY FUN NIGHTS 9102. VOLUNTEER APPRECIATION 400. NJ ANNUAL FILING FEE 25. BANK FEES [RETURN CHECK FEE] 60. BOOK FAIR EXPENSES 3262. MISC EXPS 513. DONATIONS 450. AUTHOR VISIT BOOK ORDERS 238. FIELD DAY 3090. GIFTED BY THE PTA 626. FINISH LINE LUNCH 332. SCHOOL DECORATIONS 20. FLOWER SALES 442. GERTRUDE HAWK CANDY SALES 2155. GRANTS 2000. CHARTER EDUCATION 200. HOLIDAY APPRECIATION 3560. BEA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TRANSFERS BETWEEN TO TWO FUNDS 3730.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 20
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURA QUIRK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09738534466
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-09-04
ReturnHeader/Filer/BusinessName/BusinessNameLine10UPPER GREENWOOD LAKE PTA
ReturnHeader/Filer/BusinessNameControlTxt0UPPE
ReturnHeader/Filer/EIN0237214685
ReturnHeader/Filer/PhoneNum09738534466
ReturnHeader/Filer/USAddress/AddressLine1041 HENRY ROAD
ReturnHeader/Filer/USAddress/City0HEWITT
ReturnHeader/Filer/USAddress/State0NJ
ReturnHeader/Filer/USAddress/ZIPCode007421
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10J THOMAS ASSOCIATE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10201 LONG POND ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0HEWITT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0074213121
ReturnHeader/PreparerPersonGrp/PhoneNum09737285529
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PHIL CALISE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-11-03T05:58:03-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,198
Liabilities
-
Net assets
$25,198
Revenue
$55,155
Expenses
$54,156
Net income
$999
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$69.9$0.00$69.9$75.3$44.6$30.7
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$39.2$0.06$39.2$48.9$26.0$22.9
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.3$16.3$22.5$41.1$18.6
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$35.0$0.18$34.9$40.6$34.0$6.67
2021Detailed filing. Detailed filing data is available for this year.$28.6$0.44$28.2$9.75$6.26$3.49
2020Detailed filing. Detailed filing data is available for this year.$31.4$6.69$24.7$19.1$18.9$0.14
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.8$5.22$24.6$27.7$25.5$2.29
2018Detailed filing. Detailed filing data is available for this year.$25.8$3.50$22.3$27.7$22.8$4.91
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.7$2.34$17.4$20.9$27.0$6.12
2016Detailed filing. Detailed filing data is available for this year.$25.5$1.97$23.5$32.1$29.7$2.42
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.1$2.08$21.1$34.2$38.4$4.14
2014Detailed filing. Detailed filing data is available for this year.$25.2$25.2$55.2$54.2$1.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.5$20.5$60.8$65.4$4.62
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.1$25.1$24.9$15.7$9.21
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • <$500k nonprofits