Civic Intelligence

New Berlin Elementary PTA

990EZ • Fiscal year 2018 • EIN 26-0582367

Jul 01, 2017 to Jun 30, 2018 • Filed on Dec 12, 2018

Organization Profileduvalschools.org/newberlin
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.

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

Liabilities / Revenue

54th percentile

0.00x

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

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

Net Margin

16th percentile

-21%

Higher net margin than 16% 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

12th percentile

-37%

Faster asset growth than 12% of similar nonprofits.

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

Revenue Growth

6th percentile

-67%

Faster revenue growth than 6% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets54th percentile

Assets

Down

$7,944

Down $4,765 (-37%) from 2017

Net Assets

Down

$7,944

Down $4,765 (-37%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin16th percentile

Revenue

Down

$22,391

Down $44,626 (-67%) from 2017

Expenses

Down

$27,156

Down $41,500 (-60%) from 2017

Net Income

Down

-$4,765

Down $3,126 (-191%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

2018

Assets$7,944
Liabilities$0
Net Assets$7,944
Open 2018 Filing

Operations Trend

Revenue Growth6th percentile

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

2018

Revenue$22,391
Expenses$27,156
Net Income-$4,765
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Dec 12, 2018
Return Version
2017v2.0
Gross Receipts
$56,072
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$26,151
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Anna HoldenPresidentPT$0--
Michael GaskellTreasurerPT$0--
Kimberly GollidaySecretaryPT$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
2018-12-12
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Form 990-EZ, Part I, Line 16

“School programs”

Raw XML Appendix166 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Michael Gaskell
IRS990EZ/BooksInCareOfDetail/PhoneNum09047144601
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03613 New Berlin Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Jacksonville
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd032226
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt012709
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt07944
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-4765
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt012709
IRS990EZ/Form990TotalAssetsGrp/EOYAmt07944
IRS990EZ/FundraisingGrossIncomeAmt054860
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt056072
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/GroupExemptionNum02149
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt01212
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt012709
IRS990EZ/NetAssetsOrFundBalancesEOYAmt07944
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt012709
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt07944
IRS990EZ/OccupancyRentUtltsAndMaintAmt01005
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Anna Holden
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Michael Gaskell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Kimberly Golliday
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt026151
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0The 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.
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The organization's programs enabled them to purchase the school New Berlin Elementary computers, supplies and maintain play ground equipment.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt026151
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt033681
IRS990EZ/SpecialEventsNetIncomeLossAmt021179
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0FL
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt027156
IRS990EZ/TotalProgramServiceExpensesAmt026151
IRS990EZ/TotalRevenueAmt022391
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0http://duvalschools.org/newberlin
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Fundraising Income
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part II, Line 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01212
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01162
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02832
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt03000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt03000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt011206
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt054860
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt067017
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt066957
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt061027
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt058331
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0308192
IRS990ScheduleA/PrivateFoundation170Ind0X
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.03508
IRS990ScheduleA/PublicSupportPY170Pct00.03815
IRS990ScheduleA/PublicSupportTotal170Amt011206
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01212
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01162
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02832
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt03000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt03000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt011206
IRS990ScheduleA/TotalSupportAmt0319398
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0School programs
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
ReasonableCauseExplanation/ExplanationTxt0The Board went through a Management change and was unaware the Form 990ez was not filed.
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Anna Holden
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum09047144601
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-12-12
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/FilingSecurityInformation/IPAddress/IPv4AddressTxt0185.152.66.227
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472599659
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Chad Shultz CPA
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/PreparationDt02018-12-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Chad Shultz
ReturnHeader/ReturnTs02018-12-13T10:31:12-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,944
Liabilities
$0
Net assets
$7,944
Revenue
$22,391
Expenses
$27,156
Net income
-$4,765
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.13$0.00$9.13$29.4$29.0$0.43
2023Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$37.4$45.0$7.61
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.3$0.00$10.3$27.2$19.3$7.86
2020Detailed filing. Detailed filing data is available for this year.$20.3$0.00$20.3$45.4$29.7$15.7
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.62$0.00$4.62$65.3$68.6$3.33
2018Detailed filing. Detailed filing data is available for this year.$7.94$0.00$7.94$22.4$27.2$4.77
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.7$0.00$12.7$67.0$68.7$1.64
2016Detailed filing. Detailed filing data is available for this year.$14.3$0.00$14.3$69.8$56.6$13.2
2015Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$64.0$67.0$2.97
2014Detailed filing. Detailed filing data is available for this year.$4.11$0.00$4.11$61.3$81.2$19.8