Civic Intelligence

Oak Tree PTA

EIN 27-0247314 • 501(c)3 • Monroe Twp, NJ

Profile

To provide advocacy for children regarding their general welfare.

226 Applegarth RoadMonroe Twp, NJ 08831

n/a

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2020

Net Margin

5th percentile

-403%

Higher net margin than 5% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

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

Source year 2020

Revenue Growth

Score unavailable

No value available

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

Source year 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$15,974

Up $9,685 (+154%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$15,974

Up $9,685 (+154%) from 2016

Operations
Liabilities / RevenueScore unavailableNet Margin5th percentile

Revenue

Down

$3,259

Down $42,116 (-93%) from 2016

Expenses

Down

$16,387

Down $50,266 (-75%) from 2016

Net Income

Up

-$13,128

Up $8,150 (+38%) from 2016

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30K$20K$10K$0Assets 2013: $23,601Net Assets 2013: $23,6012013Assets 2014: $14,740Net Assets 2014: $14,7402014Assets 2015: $27,567Net Assets 2015: $27,5672015Assets 2016: $6,289Net Assets 2016: $6,2892016Assets 2020: $15,974Net Assets 2020: $15,9742020

Highlighted filing

2020

Assets$15,974
Liabilities-
Net Assets$15,974
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2013: $49,123Expenses 2013: $59,432Net Income 2013: -$10,3092013Revenue 2014: $54,182Expenses 2014: $63,043Net Income 2014: -$8,8612014Revenue 2015: $65,285Expenses 2015: $52,458Net Income 2015: $12,8272015Revenue 2016: $45,375Expenses 2016: $66,653Net Income 2016: -$21,2782016Revenue 2020: $3,259Expenses 2020: $16,387Net Income 2020: -$13,1282020

Highlighted filing

2020

Revenue$3,259
Expenses$16,387
Net Income-$13,128
Open 2020 Filing

Filings

Most recent year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,974
Liabilities
-
Net assets
$15,974
Revenue
$3,259
Expenses
$16,387
Net income
-$13,128
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$16.0$16.0$3.26$16.4$13.1
2016Detailed filing. Detailed filing data is available for this year.$6.29$6.29$45.4$66.7$21.3
2015Detailed filing. Detailed filing data is available for this year.$27.6$27.6$65.3$52.5$12.8
2014Detailed filing. Detailed filing data is available for this year.$14.7$14.7$54.2$63.0$8.86
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.6$23.6$49.1$59.4$10.3
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Aug 31, 2020
Return Version
2019v5.1
Gross Receipts
$36,994
Mission and Program Overview

Mission

To provide advocacy for children regarding their general welfare.

Program Services

DescriptionGrantsExpenses
Field Trips for students, educational events, workshops, school supplies for kids, playground equipment and awards-$12,149
College Scholarships, Parent and Teacher Awards-$2,165
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Corrine MastersPresident-$0--
Melissa StoreyVice President-$0--
Christine EsserVice President-$0--
Michelle LaGrassoSecretary-$0--
Christine DranchakSecretary-$0--
Mona GoyalTreasurer-$0--
Christine LesterVice President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Various$31,523$31,523$30,850$673
Total Events$31,523$31,523$30,850$673
Filing and Contact Details

Filer

Filer Name
Oak Tree PTA
EIN
27-0247314
Phone
7326003733
Address
226 Applegarth Road, Monroe Twp, NJ 08831

Signing Officer

Name
Mona Goyal
Title
Treasurer
Phone
7326003733
Signed
2020-08-31
Discuss with paid preparer
Yes

Preparer

Firm
Douglas Ziegler LLC
Address
1 Airport Place Suite 3, Princeton, NJ 08540
Preparer
Douglas D Ziegler
Phone
7326003733
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

“Awards 2,165”

Form 990-EZ, Part I, Line 16, Other Expenses

“Office Expenses 1,304”

Form 990-EZ, Part I, Line 16, Other Expenses

“Insurance 179”

Form 990-EZ, Part I, Line 16, Other Expenses

“Program Expenses 12,149”

Form 990-EZ, Part I, Line 16, Other Expenses

“Bank Charges 55”

Form 990-EZ, Part I, Line 20, Net Assets

“Prior Year Adjustments -3,724”

Form 990-EZ, Part II, Line 24, Other Assets

“Prior Year Adjustments Beginning of year 226, End of year 0”

Raw XML Appendix215 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/ProhibitedTaxShelterTransInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0n/a
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ReturnHeader/BuildTS02021-01-29 14:40:06Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum07326003733
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-31
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ReturnHeader/Filer/EIN0270247314
ReturnHeader/Filer/PhoneNum07326003733
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ReturnHeader/Filer/USAddress/CityNm0Monroe Twp
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ReturnHeader/FilingSecurityInformation/IPTm011:53:33
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01 Airport Place Suite 3
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ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-08-31T11:08:41-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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