Civic Intelligence

Beachwood Elementary School Parent Teacher Organization Inc.

990EZ • Fiscal year 2022 • EIN 26-2669878

Jul 01, 2021 to Jun 30, 2022 • Filed on Aug 24, 2022

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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

60th percentile

17%

Higher net margin than 60% of similar nonprofits.

2022 filings • NTEE B11 • <$500k nonprofits • Source year 2022

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.

2022 filings • NTEE B11 • <$500k nonprofits • Source year 2022

Asset Growth

67th percentile

22%

Faster asset growth than 67% of similar nonprofits.

2022 filings • NTEE B11 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

41st percentile

25%

Faster revenue growth than 41% of similar nonprofits.

2022 filings • NTEE B11 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$26,580

Up $4,752 (+22%) from 2021

Net Assets

Up

$26,580

Up $4,752 (+22%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$27,707

Up $5,552 (+25%) from 2021

Expenses

Up

$22,955

Up $7,144 (+45%) from 2021

Net Income

Down

$4,752

Down $1,592 (-25%) from 2021

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

2022

Assets$26,580
Liabilities-
Net Assets$26,580

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

2022

Revenue$27,707
Expenses$22,955
Net Income$4,752
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Aug 24, 2022
Return Version
2021v4.0
Gross Receipts
$73,481
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.-$20,380
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Theresa LindemannPresidentPT$0--
Jessica GreenbergVice-PresidentPT$0--
Alicia StewartSecretaryPT$0--
Cristina GomezTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Book Fairs$15,675$15,675$12,259$3,416
School Store$11,923$11,923-$11,923
Total Events$50,136$50,136$34,403$15,733
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
Cristina Gomez
Title
Treasurer
Signed
2022-08-24
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 $397

Other Expenses.1012

Insurance $610

Other Expenses.1

School Supplies, Etc $7165

Other Expenses.2

Student Activities $3738

Other Expenses.3

5th Grade Expenses $2784

Other Expenses.4

School Equipment $1877

Other Expenses.5

Teacher Appreciation $1844

Other Expenses.6

Scholarships $1500

Other Expenses.7

Donations - School $750

Other Expenses.8

Staff Appreciation $533

Other Expenses.9

PTO Expenses $447

Other Expenses.10

Licenses & Fees $146

Other Expenses.11

School Programs $101

Other Expenses.12

Kindergarten $88

Other Assets.1011

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

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ReturnHeader/BusinessOfficerGrp/SignatureDt02022-08-24
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ReturnHeader/Filer/EIN0262669878
ReturnHeader/Filer/PhoneNum07325055820
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ReturnHeader/TaxPeriodBeginDt02021-07-01
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