Civic Intelligence

Beachwood Elementary School Parent Teacher Organization Inc.

990EZ • Fiscal year 2021 • EIN 26-2669878

Jul 01, 2020 to Jun 30, 2021 • Filed on Sep 03, 2021

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

67th percentile

29%

Higher net margin than 67% of similar nonprofits.

2021 filings • NTEE B11 • <$500k nonprofits • Source year 2021

Top Officer Pay

98th percentile

$0

Higher top officer pay than 98% of similar nonprofits.

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

2021 filings • NTEE B11 • <$500k nonprofits • Source year 2021

Asset Growth

84th percentile

41%

Faster asset growth than 84% of similar nonprofits.

2021 filings • NTEE B11 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

64th percentile

6.0%

Faster revenue growth than 64% of similar nonprofits.

2021 filings • NTEE B11 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$21,828

Up $6,344 (+41%) from 2020

Net Assets

Up

$21,828

Up $6,344 (+41%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin67th percentile

Revenue

Up

$22,155

Up $1,255 (+6.0%) from 2020

Expenses

Down

$15,811

Down $22,455 (-59%) from 2020

Net Income

Up

$6,344

Up $23,710 (+137%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

2021

Assets$21,828
Liabilities-
Net Assets$21,828
Open 2021 Filing

Operations Trend

Revenue Growth64th percentile

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

2021

Revenue$22,155
Expenses$15,811
Net Income$6,344
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Sep 3, 2021
Return Version
2020v4.0
Gross Receipts
$38,396
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.$13,837-
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Theresa LindemanPresidentPT$0--
Jessica GreenbergVice-PresidentPT$0--
Alicia StewartSecretaryPT$0--
Sara ParkerTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Book Fairs$5,757$5,757$5,186$571
Total Events$5,757$5,757$5,186$571
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
2021-09-03
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 $591”

Other Expenses.1003

“Information Technology $664”

Other Expenses.1

“Teacher Appreciation $4227”

Other Expenses.2

“5th Grade Expenses $3102”

Other Expenses.3

“Scholarships $2500”

Other Expenses.4

“School Programs $2228”

Other Expenses.5

“School Supplies, Etc $901”

Other Expenses.6

“Donations $300”

Other Expenses.7

“Staff Appreciation $215”

Other Expenses.8

“Licenses & Fees $93”

Other Assets.1011

“Prepaid Expenses and Deferred Charges - Beginning $3936 Prepaid Expenses and Deferred Charges - Ending $3936”

Raw XML Appendix181 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/PersonNm1Jessica Greenberg
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Alicia Stewart
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Sara Parker
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt03936
IRS990EZ/OtherAssetsTotalDetail/EOYAmt03936
IRS990EZ/OtherExpensesTotalAmt014821
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/PrintingPublicationsPostageAmt015
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt013837
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt016241
IRS990EZ/SpecialEventsNetIncomeLossAmt018238
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt015811
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IRS990EZ/TotalRevenueAmt022155
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0BeachwoodPTO.com
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt038396
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt030063
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0111115
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt098736
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt087555
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0365865
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/PublicSupportTotal509Amt0365865
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt038396
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt030063
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0111115
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt098736
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0365865
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Book Fairs
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt05757
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt05757
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt05757
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt05186
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05186
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $591
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Information Technology $664
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Teacher Appreciation $4227
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt35th Grade Expenses $3102
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Scholarships $2500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5School Programs $2228
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6School Supplies, Etc $901
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Donations $300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Staff Appreciation $215
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Licenses & Fees $93
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Assets.1011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Sara Parker
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-03
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/ReturnTs02021-09-03T08:41:21-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Sara
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Parker
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,828
Liabilities
-
Net assets
$21,828
Revenue
$22,155
Expenses
$15,811
Net income
$6,344
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