Civic Intelligence

Beachwood Elementary School Parent Teacher Organization Inc.

990EZ • Fiscal year 2018 • EIN 26-2669878

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 16, 2018

Organization ProfileBeachwoodPTO.com
901 Berkeley AvenueBeachwood, NJ 08722

(732) 505-5820

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

18th percentile

-18%

Higher net margin than 18% of similar nonprofits.

2018 filings • NTEE B11 • <$500k nonprofits • Source year 2018

Top Officer Pay

96th percentile

$0

Higher top officer pay than 96% of similar nonprofits.

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

2018 filings • NTEE B11 • <$500k nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$16,579

No earlier filing loaded for comparison.

Net Assets

$16,579

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin18th percentile

Revenue

$47,896

No earlier filing loaded for comparison.

Expenses

$56,375

No earlier filing loaded for comparison.

Net Income

-$8,479

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$40K$30K$20K$10K$0Assets 2018: $16,579Net Assets 2018: $16,5792018Assets 2019: $32,462Net Assets 2019: $32,4622019Assets 2020: $15,484Net Assets 2020: $15,4842020Assets 2021: $21,828Net Assets 2021: $21,8282021Assets 2022: $26,580Net Assets 2022: $26,5802022Assets 2023: $17,800Net Assets 2023: $17,8002023Assets 2024: $13,058Net Assets 2024: $13,0582024

Highlighted filing

2018

Assets$16,579
Liabilities-
Net Assets$16,579
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60K$40K$20K$0-$20KRevenue 2018: $47,896Expenses 2018: $56,375Net Income 2018: -$8,4792018Revenue 2019: $50,906Expenses 2019: $35,023Net Income 2019: $15,8832019Revenue 2020: $20,900Expenses 2020: $38,266Net Income 2020: -$17,3662020Revenue 2021: $22,155Expenses 2021: $15,811Net Income 2021: $6,3442021Revenue 2022: $27,707Expenses 2022: $22,955Net Income 2022: $4,7522022Revenue 2023: $7,745Expenses 2023: $16,525Net Income 2023: -$8,7802023Revenue 2024: $27,778Expenses 2024: $32,520Net Income 2024: -$4,7422024

Highlighted filing

2018

Revenue$47,896
Expenses$56,375
Net Income-$8,479
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 16, 2018
Return Version
2017v2.2
Gross Receipts
$98,736
Mission and Program Overview

Mission

To foster a good working relationship between teachers students and parents by raising funds to spend on additional equipment and activities, sponsoring programs of interest to the school community, improving communications and assessing problems.

Program Services

DescriptionGrantsExpenses
TO FOSTER A GOOD WORKING RELATIONSHIP BETWEEN TEACHERS, STUDENTS, AND PARENTS BY RAISING FUNDS TO SPEND ON ADDITIONAL EQUIPMENT AND ACTIVITIES, SPONSORING PROGRAMS OF INTEREST TO THE SCHOOL COMMUNITY, IMPROVING COMMUNICATIONS AND ASSESSING PROBLEMS.$53,702-
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Monica YuroPast-PresidientPT$0--
Karen LuffAct. PresidentPT$0--
Sara ParkerTreasurerPT$0--
Jane WoodsSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gift Auction$29,544$29,544$6,262$23,282
Book Fairs$10,530$10,530$13,068$-2,538
Total Events$67,562$67,562$38,464$29,098
Filing and Contact Details

Filer

Filer Name
Beachwood Elementary School Pto
EIN
26-2669878
Phone
7325055820
Address
901 BERKELEY AVENUE, BEACHWOOD, NJ 08722

Signing Officer

Name
Karen Luff
Title
Act. President
Signed
2018-10-16
Discuss with paid preparer
Yes

Preparer

Firm
Koerner & Koerner PA
Address
10 Allen Street Suite 3A, Toms River, NJ 08753
Preparer
James K Koerner
Phone
7322442323
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $1266”

Other Expenses.1

“Gifts to School $11002”

Other Expenses.2

“School Programs $10815”

Other Expenses.3

“School Supplies, Etc $9491”

Other Expenses.4

“Teacher Appreciation $5733”

Other Expenses.5

“5th Grade Expenses $5417”

Other Expenses.6

“Scholarships $3250”

Other Expenses.7

“Off-site Activities $1719”

Other Expenses.8

“Donations $1589”

Other Expenses.9

“Student Activity Fund $1507”

Other Expenses.10

“Garden $1322”

Other Expenses.11

“Assemblies $1000”

Other Expenses.12

“Miscellaneous $432”

Other Expenses.13

“Licenses & Fees $260”

Other Expenses.14

“Clubs $250”

Other Expenses.15

“Band/Chorus Exp $239”

Other Expenses.16

“Administrative Staff $108”

Raw XML Appendix192 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BEACHWOOD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NJ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd008722
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt025058
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt016579
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IRS990EZ/ContributionsGiftsGrantsEtcAmt01560
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-8479
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IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt093576
IRS990EZ/GamingGrossIncomeAmt03600
IRS990EZ/GrossReceiptsAmt098736
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt025058
IRS990EZ/NetAssetsOrFundBalancesEOYAmt016579
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt025058
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt016579
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Monica Yuro
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Karen Luff
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Sara Parker
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jane Woods
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Past-presidient
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Act. President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt055400
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO FOSTER A GOOD WORKING RELATIONSHIP BETWEEN TEACHERS STUDENTS AND PARENTS BY RAISING FUNDS TO SPEND ON ADDITIONAL EQUIPMENT AND ACTIVITIES, SPONSORING PROGRAMS OF INTEREST TO THE SCHOOL COMMUNITY, IMPROVING COMMUNICATIONS AND ASSESSING PROBLEMS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO FOSTER A GOOD WORKING RELATIONSHIP BETWEEN TEACHERS, STUDENTS, AND PARENTS BY RAISING FUNDS TO SPEND ON ADDITIONAL EQUIPMENT AND ACTIVITIES, SPONSORING PROGRAMS OF INTEREST TO THE SCHOOL COMMUNITY, IMPROVING COMMUNICATIONS AND ASSESSING PROBLEMS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt053702
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt050840
IRS990EZ/SpecialEventsNetIncomeLossAmt046336
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt056375
IRS990EZ/TotalProgramServiceExpensesAmt053702
IRS990EZ/TotalRevenueAmt047896
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0BeachwoodPTO.com
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt098736
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt087555
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt067701
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt091557
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt082819
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0428368
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0428368
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt098736
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt087555
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt067701
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt091557
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt082819
IRS990ScheduleA/Total509Grp/TotalAmt0428368
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt098736
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt087555
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt067701
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt091557
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt082819
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0428368
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt038464
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Gift Auction
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Book Fairs
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt029544
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt010530
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt027488
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt067562
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt029544
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt010530
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt027488
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt067562
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt029098
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt019134
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt038464
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06262
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt013068
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt04
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $1266
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Gifts to School $11002
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2School Programs $10815
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3School Supplies, Etc $9491
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Teacher Appreciation $5733
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt55th Grade Expenses $5417
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Scholarships $3250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Off-site Activities $1719
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Donations $1589
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Student Activity Fund $1507
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Garden $1322
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Assemblies $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Miscellaneous $432
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Licenses & Fees $260
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Clubs $250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Band/Chorus Exp $239
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Administrative Staff $108
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.16
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Karen Luff
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Act. President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BEACHWOOD ELEMENTARY SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0BEAC
ReturnHeader/Filer/EIN0262669878
ReturnHeader/Filer/PhoneNum07325055820
ReturnHeader/Filer/USAddress/AddressLine1Txt0901 BERKELEY AVENUE
ReturnHeader/Filer/USAddress/CityNm0BEACHWOOD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd008722
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0221975109
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Koerner & Koerner PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010 Allen Street Suite 3A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Toms River
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd008753
ReturnHeader/PreparerPersonGrp/PhoneNum07322442323
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James K Koerner
ReturnHeader/ReturnTs02018-10-25T08:30:43-07:00
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
$16,579
Liabilities
-
Net assets
$16,579
Revenue
$47,896
Expenses
$56,375
Net income
-$8,479
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$13.1$13.1$27.8$32.5$4.74
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.8$17.8$7.75$16.5$8.78
2022Detailed filing. Detailed filing data is available for this year.$26.6$26.6$27.7$23.0$4.75
2021Detailed filing. Detailed filing data is available for this year.$21.8$21.8$22.2$15.8$6.34
2020Detailed filing. Detailed filing data is available for this year.$15.5$15.5$20.9$38.3$17.4
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$32.5$32.5$50.9$35.0$15.9
2018Detailed filing. Detailed filing data is available for this year.$16.6$16.6$47.9$56.4$8.48