Civic Intelligence

New Berlin Elementary PTA

990EZ • Fiscal year 2016 • EIN 26-0582367

Jul 01, 2015 to Jun 30, 2016 • Filed on Sep 29, 2016

3613 New Berlin RoadJacksonville, FL 32226

(904) 714-4601

Siviq Scores

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

Liabilities / Assets

54th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

54th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

76th percentile

19%

Higher net margin than 76% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

99th percentile

1153%

Faster asset growth than 99% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

62nd percentile

9.0%

Faster revenue growth than 62% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$14,348

Up $13,203 (+1153%) from 2015

Net Assets

Up

$14,348

Up $13,203 (+1153%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$69,789

Up $5,762 (+9.0%) from 2015

Expenses

Down

$56,586

Down $10,407 (-16%) from 2015

Net Income

Up

$13,203

Up $16,169 (+545%) from 2015

Historical Trend

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2014: $4,111Liabilities 2014: $0Net Assets 2014: $4,1112014Assets 2015: $1,145Liabilities 2015: $0Net Assets 2015: $1,1452015Assets 2016: $14,348Liabilities 2016: $0Net Assets 2016: $14,3482016Assets 2017: $12,709Liabilities 2017: $0Net Assets 2017: $12,7092017Assets 2018: $7,944Liabilities 2018: $0Net Assets 2018: $7,9442018Assets 2019: $4,615Liabilities 2019: $0Net Assets 2019: $4,6152019Assets 2020: $20,270Liabilities 2020: $0Net Assets 2020: $20,2702020Assets 2022: $10,342Liabilities 2022: $0Net Assets 2022: $10,3422022Assets 2023: $2,731Liabilities 2023: $0Net Assets 2023: $2,7312023Assets 2025: $9,127Liabilities 2025: $0Net Assets 2025: $9,1272025

Highlighted filing

2016

Assets$14,348
Liabilities$0
Net Assets$14,348

Operations Trend

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

$100K$50K$0-$50KRevenue 2014: $61,331Expenses 2014: $81,180Net Income 2014: -$19,8492014Revenue 2015: $64,027Expenses 2015: $66,993Net Income 2015: -$2,9662015Revenue 2016: $69,789Expenses 2016: $56,586Net Income 2016: $13,2032016Revenue 2017: $67,017Expenses 2017: $68,656Net Income 2017: -$1,6392017Revenue 2018: $22,391Expenses 2018: $27,156Net Income 2018: -$4,7652018Revenue 2019: $65,257Expenses 2019: $68,586Net Income 2019: -$3,3292019Revenue 2020: $45,391Expenses 2020: $29,736Net Income 2020: $15,6552020Revenue 2022: $27,200Expenses 2022: $19,338Net Income 2022: $7,8622022Revenue 2023: $37,396Expenses 2023: $45,007Net Income 2023: -$7,6112023Revenue 2025: $29,435Expenses 2025: $29,010Net Income 2025: $4252025

Highlighted filing

2016

Revenue$69,789
Expenses$56,586
Net Income$13,203
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Sep 29, 2016
Return Version
2015v2.1
Gross Receipts
$69,789
Mission and Program Overview

Mission

The organization's primary exempt purpose is to encourage parents, teachers, and students appreciation and participation in school functions. The Parent Teacher Association holds Spring and Fall carnivals and fund raisers to promote and encourage student interest in school.

Program Services

DescriptionGrantsExpenses
The organization's programs enabled them to purchase the school New Berlin Elementary computers, supplies and maintain play ground equipment.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Anna HoldenPresident & TreasurerPT$0--
Amy LynchCorrespondence DirectorPT$0--
Lori JarrettAwards DirectorPT$0--
Tanesha HouseBox Top DirectorPT$0--
Mary SmithVP Of Ways & MeansPT$0--
Angela HuserPrograms DirectorPT$0--
Javeria WillisVolunteer Coordinator DirectorPT$0--
Michelle AdamowichMembership DirectorPT$0--
Rebecca MccoralSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
New Berlin Elementary PTA
EIN
26-0582367
Phone
9047144601
Address
3613 New Berlin Road, Jacksonville, FL 32226

Signing Officer

Name
Anna Holden
Title
President
Phone
9047144601
Signed
2016-09-29
Discuss with paid preparer
Yes

Preparer

Firm
Chad Shultz CPA PA
Address
1450 Flagler Avenue, SUite 2, Jacksonville, FL 32207
Preparer
Chad Shultz
Phone
9044001238
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8

Other Income consists of the Parent Teacher Association's Spring and Fall carnivals and fund raisers to promote and encourage student interest school.

Form 990-EZ, Part I, Line 16

Description;Amount^Bank Fees;107|Supplies;3479|Office;246|Dues;132|Fundraising costs;45176|Awards;7111|Insurance;335^Total;56586^

Raw XML Appendix202 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.

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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Jacksonville
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Anna Holden
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Correspondence Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Awards Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Box Top Director
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Programs Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Volunteer Coordinator Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Membership Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Secretary
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IRS990EZ/WebsiteAddressTxt0http://duvalschools.org/newberlin
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Other Income consists of the Parent and Teacher carnivals and fund raisers.
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt03000
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Other Income consists of the Parent Teacher Association's Spring and Fall carnivals and fund raisers to promote and encourage student interest school.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description;Amount^Bank Fees;107|Supplies;3479|Office;246|Dues;132|Fundraising costs;45176|Awards;7111|Insurance;335^Total;56586^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Anna Holden
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum09047144601
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-09-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0New Berlin Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt0NEWB
ReturnHeader/Filer/EIN0260582367
ReturnHeader/Filer/PhoneNum09047144601
ReturnHeader/Filer/USAddress/AddressLine1Txt03613 New Berlin Road
ReturnHeader/Filer/USAddress/CityNm0Jacksonville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032226
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472599659
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Chad Shultz CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01450 Flagler Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt0SUite 2
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Jacksonville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032207
ReturnHeader/PreparerPersonGrp/PhoneNum09044001238
ReturnHeader/PreparerPersonGrp/PreparationDt02016-09-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Chad Shultz
ReturnHeader/ReturnTs02016-09-29T15:26:58-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • <$500k nonprofits