Civic Intelligence

Beachwood Elementary School Parent Teacher Organization Inc.

990EZ • Fiscal year 2019 • EIN 26-2669878

Jul 01, 2018 to Jun 30, 2019 • Filed on Oct 01, 2019

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

83rd percentile

31%

Higher net margin than 83% of similar nonprofits.

2019 filings • NTEE B11 • <$500k nonprofits • Source year 2019

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.

2019 filings • NTEE B11 • <$500k nonprofits • Source year 2019

Asset Growth

91st percentile

96%

Faster asset growth than 91% of similar nonprofits.

2019 filings • NTEE B11 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

65th percentile

6.3%

Faster revenue growth than 65% of similar nonprofits.

2019 filings • NTEE B11 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$32,462

Up $15,883 (+96%) from 2018

Net Assets

Up

$32,462

Up $15,883 (+96%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$50,906

Up $3,010 (+6.3%) from 2018

Expenses

Down

$35,023

Down $21,352 (-38%) from 2018

Net Income

Up

$15,883

Up $24,362 (+287%) from 2018

Historical Trend

Balance Sheet Trend

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

2019

Assets$32,462
Liabilities-
Net Assets$32,462

Operations Trend

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

2019

Revenue$50,906
Expenses$35,023
Net Income$15,883
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 1, 2019
Return Version
2018v3.1
Gross Receipts
$111,115
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 PROVIDE ADDITIONAL EQUIPMENT AND ACTIVITIES FOR THE STUDENTS, SPONSORING PROGRAMS OF INTEREST TO THE SCHOOL COMMUNITY, IMPROVING COMMUNICATIONS BETWEEN THE PARENTS AND THE SCHOOL ADMINISTRATION, AND ASSESSING PROBLEMS THAT MAY ARISE TO WORK TOWARD A RESOLUTION.$33,304-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Theresa LindemanPast-PresidientPT$0--
Amanda CiminoVice-PresidentPT$0--
Sara ParkerTreasurerPT$0--
Heather CookSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gift Auction$32,534$32,534$8,848$23,686
Book Fairs$16,690$16,690$13,508$3,182
Total Events$75,370$75,370$41,050$34,320
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
2019-10-01
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 $284

Other Expenses.1003

Information Technology $285

Other Expenses.1

Student Activity Fund $12812

Other Expenses.2

5th Grade Expenses $3834

Other Expenses.3

Gifts to School $3269

Other Expenses.4

Teacher Appreciation $3060

Other Expenses.5

Guidance Expenses $2983

Other Expenses.6

Scholarships $2500

Other Expenses.7

School Supplies, Etc $1675

Other Expenses.8

Donations $1400

Other Expenses.9

PTO Expenses $951

Other Expenses.10

School Programs $820

Other Expenses.11

Licenses & Fees $80

Other Expenses.13

Annual Report $27

Raw XML Appendix186 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/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OtherExpensesTotalAmt033980
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $284
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Information Technology $285
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Student Activity Fund $12812
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt35th Grade Expenses $3834
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Gifts to School $3269
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Teacher Appreciation $3060
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Guidance Expenses $2983
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Scholarships $2500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8School Supplies, Etc $1675
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Donations $1400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10PTO Expenses $951
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11School Programs $820
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Licenses & Fees $80
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Annual Report $27
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ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Karen Luff
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Act. President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-01
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/ReturnTs02019-10-01T11:59:33-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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Filings