Civic Intelligence

PTA New Jersey Congress of Parents & Teachers

990EZ • Fiscal year 2015 • EIN 23-7214685

Jul 01, 2014 to Jun 30, 2015 • Filed on Sep 19, 2015

Organization Profilewww.uglpta.org
41 Henry RoadHewitt, NJ 07421

(973) 853-4466

Siviq Scores

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

Liabilities / Assets

76th percentile

0.09x

Higher debt load relative to assets than 76% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

78th percentile

0.06x

Higher debt load relative to revenue than 78% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

21st percentile

-12%

Higher net margin than 21% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

31st percentile

-8.2%

Faster asset growth than 31% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

13th percentile

-38%

Faster revenue growth than 13% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets76th percentile

Assets

Down

$23,136

Down $2,062 (-8.2%) from 2014

Net Assets

Down

$21,060

Down $4,138 (-16%) from 2014

Liabilities

$2,076

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin21st percentile

Revenue

Down

$34,231

Down $20,924 (-38%) from 2014

Expenses

Down

$38,369

Down $15,787 (-29%) from 2014

Net Income

Down

-$4,138

Down $5,137 (-514%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth31st 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

2015

Assets$23,136
Liabilities$2,076
Net Assets$21,060
Open 2015 Filing

Operations Trend

Revenue Growth13th 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

2015

Revenue$34,231
Expenses$38,369
Net Income-$4,138
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Sep 19, 2015
Return Version
2014v5.0
Gross Receipts
$60,984
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].-$33,720
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARRIE MULLIGANPresPT$0--
AMANDA MEINERV.P.PT$0--
LAURA QUIRKTreasurerPT$0--
LINDA BROWNLEERecord. Sect.PT$0--
VACANT POSITION PRESENTLYCorr. Sect.PT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Book Fairs$9,061$9,061$6,265$2,796
Spirit Sales$5,492$5,492$4,623$869
Total Events$14,553$14,553$10,888$3,665
Filing and Contact Details

Filer

Filer Name
Upper Greenwood Lake Pta
EIN
23-7214685
Phone
9738534466
Address
41 HENRY ROAD, HEWITT, NJ 07421

Signing Officer

Name
Laura Quirk
Title
Treasurer
Phone
9738534466
Signed
2015-09-19
Discuss with paid preparer
Yes

Preparer

Firm
J Thomas Associate
Address
201 LONG POND ROAD, HEWITT, NJ 07421-3121
Preparer
Phil Calise
Phone
9737285529
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Programs expenditures: family literacy night 840. Sunshine fund 144. Author visit book orders 470. Volunteer appreciation 250. Character ed 200. Teacher holiday appreciation 152. Teacher appreciation 314. Gifted by pta 8028. Family fun night 600. Sixth grade dance 554. Class parties 2600. Finish line lunch 605. Field day 2440. Safety town 600. Running club 498. Sixth grade trip 2441. Assemblies 2350. Classroom requests 140. Ski club 1834. Assemblies-author visit 1050. Family fun night, k-3 activ”

Form 990EZ, Part II, Line 26

“Transfers between funds 2075. Rounding 1.”

Raw XML Appendix158 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/AddressLine1Txt041 HENRY ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HEWITT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NJ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd007421
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt025198
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt023136
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4138
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01648
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt025198
IRS990EZ/Form990TotalAssetsGrp/EOYAmt023136
IRS990EZ/FundraisingGrossIncomeAmt044906
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt060984
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01263
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt025198
IRS990EZ/NetAssetsOrFundBalancesEOYAmt021060
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt025198
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt021060
IRS990EZ/OccupancyRentUtltsAndMaintAmt02266
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/PersonNm0CARRIE MULLIGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1AMANDA MEINER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LAURA QUIRK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LINDA BROWNLEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4VACANT POSITION PRESENTLY
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/OtherExpensesTotalAmt033723
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO ENHANCE CHILDREN, GRADES K-6, EDUCATION EXPERIENCE
IRS990EZ/PrintingPublicationsPostageAmt0732
IRS990EZ/ProgramServiceRevenueAmt014815
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/ProgramServiceExpensesAmt033720
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt026753
IRS990EZ/SpecialEventsNetIncomeLossAmt018153
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NJ
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02076
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt038369
IRS990EZ/TotalProgramServiceExpensesAmt033720
IRS990EZ/TotalRevenueAmt034231
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.uglpta.org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt060983
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt051017
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt060646
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt065358
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt058311
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0296315
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0296315
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt060983
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt051017
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt060646
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt065358
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt058311
IRS990ScheduleA/Total509Grp/TotalAmt0296315
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0296315
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt010888
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BOOK FAIRS
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SPIRIT SALES
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt09061
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt05492
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt014553
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt09061
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt05492
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt014553
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt03665
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt010888
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06265
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt04623
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROGRAMS EXPENDITURES: FAMILY LITERACY NIGHT 840. SUNSHINE FUND 144. AUTHOR VISIT BOOK ORDERS 470. VOLUNTEER APPRECIATION 250. CHARACTER ED 200. TEACHER HOLIDAY APPRECIATION 152. TEACHER APPRECIATION 314. GIFTED BY PTA 8028. FAMILY FUN NIGHT 600. SIXTH GRADE DANCE 554. CLASS PARTIES 2600. FINISH LINE LUNCH 605. FIELD DAY 2440. SAFETY TOWN 600. RUNNING CLUB 498. SIXTH GRADE TRIP 2441. ASSEMBLIES 2350. CLASSROOM REQUESTS 140. SKI CLUB 1834. ASSEMBLIES-AUTHOR VISIT 1050. FAMILY FUN NIGHT, K-3 ACTIV
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TRANSFERS BETWEEN FUNDS 2075. ROUNDING 1.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURA QUIRK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09738534466
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-09-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UPPER GREENWOOD LAKE PTA
ReturnHeader/Filer/BusinessNameControlTxt0UPPE
ReturnHeader/Filer/EIN0237214685
ReturnHeader/Filer/PhoneNum09738534466
ReturnHeader/Filer/USAddress/AddressLine1Txt041 HENRY ROAD
ReturnHeader/Filer/USAddress/CityNm0HEWITT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007421
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0J THOMAS ASSOCIATE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0201 LONG POND ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HEWITT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0074213121
ReturnHeader/PreparerPersonGrp/PhoneNum09737285529
ReturnHeader/PreparerPersonGrp/PreparationDt02015-10-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PHIL CALISE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-10-12T05:35:16-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,136
Liabilities
$2,076
Net assets
$21,060
Revenue
$34,231
Expenses
$38,369
Net income
-$4,138
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
2015Detailed filing. Detailed filing data is available for this year.$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