Civic Intelligence

Beachwood Elementary School Parent Teacher Organization Inc.

990EZ • Fiscal year 2020 • EIN 26-2669878

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 19, 2020

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

12th percentile

-83%

Higher net margin than 12% of similar nonprofits.

2020 filings • NTEE B11 • <$500k nonprofits • Source year 2020

Top Officer Pay

97th percentile

$0

Higher top officer pay than 97% of similar nonprofits.

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

2020 filings • NTEE B11 • <$500k nonprofits • Source year 2020

Asset Growth

7th percentile

-52%

Faster asset growth than 7% of similar nonprofits.

2020 filings • NTEE B11 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

25th percentile

-59%

Faster revenue growth than 25% of similar nonprofits.

2020 filings • NTEE B11 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$15,484

Down $16,978 (-52%) from 2019

Net Assets

Down

$15,484

Down $16,978 (-52%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$20,900

Down $30,006 (-59%) from 2019

Expenses

Up

$38,266

Up $3,243 (+9.3%) from 2019

Net Income

Down

-$17,366

Down $33,249 (-209%) from 2019

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

2020

Assets$15,484
Liabilities-
Net Assets$15,484

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

2020

Revenue$20,900
Expenses$38,266
Net Income-$17,366
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 19, 2020
Return Version
2019v5.0
Gross Receipts
$30,063
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.$35,145-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Theresa LindemanPresidentPT$0--
Stephanie OlcottVice-PresidentPT$0--
Barbara AntolikTreasurerPT$0--
Heather CookeSecretaryPT$0--
Sara ParkerTreasurer-Elect-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gertrude Hawk$5,193$5,193$2,450$2,743
Total Events$5,193$5,193$2,450$2,743
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
Sara Parker
Title
Treasurer
Signed
2020-10-19
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.1

School Supplies, Etc $9742

Other Expenses.2

5th Grade Expenses $5657

Other Expenses.3

Gifts to School $4534

Other Expenses.4

Teacher Appreciation $3986

Other Expenses.5

School Programs $3149

Other Expenses.6

Guidance Expenses $2727

Other Expenses.7

Scholarships $2500

Other Expenses.8

PTO Expenses $1971

Other Expenses.9

Student Activity Fund $1534

Other Expenses.10

Donations $1195

Other Expenses.11

Licenses & Fees $150

Other Expenses.12

Custodian Appreciation $121

Other Expenses.13

Annual Report $25

Other Assets.1011

Prepaid Expenses and Deferred Charges - Beginning $0 Prepaid Expenses and Deferred Charges - Ending $3936

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0School Supplies, Etc $9742
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15th Grade Expenses $5657
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Gifts to School $4534
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Teacher Appreciation $3986
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ReturnHeader/BuildTS02021-01-29 14:40:06Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Sara Parker
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BEACHWOOD ELEMENTARY SCHOOL PTO
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ReturnHeader/Filer/EIN0262669878
ReturnHeader/Filer/PhoneNum07325055820
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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/ReturnTs02020-10-19T11:14:33-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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Filings