Civic Intelligence

PTA New Jersey Congress of Parents & Teachers

990EZ • Fiscal year 2015 • EIN 27-0247314

Jul 01, 2014 to Jun 30, 2015 • Filed on Oct 29, 2015

Organization Profilen/a
226 Applegarth RoadMonroe Twp, NJ 08831

(732) 600-3733

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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

76th percentile

20%

Higher net margin than 76% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2015

Asset Growth

Score unavailable

No value available

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

Source year 2015

Revenue Growth

Score unavailable

No value available

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

Source year 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$27,567

Up $12,827 (+87%) from 2014

Net Assets

Up

$27,567

Up $12,827 (+87%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin76th percentile

Revenue

Up

$65,285

Up $11,103 (+20%) from 2014

Expenses

Down

$52,458

Down $10,585 (-17%) from 2014

Net Income

Up

$12,827

Up $21,688 (+245%) from 2014

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2015

Assets$27,567
Liabilities-
Net Assets$27,567
Open 2015 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$65,285
Expenses$52,458
Net Income$12,827
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Oct 29, 2015
Return Version
2014v5.0
Gross Receipts
$155,674
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-$44,650
College Scholarships-$500
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Corrine MastersPresident-$0--
Esther GregoryVice Pres-$0--
Jeannie AbtVice Pres-$0--
Laure FlorekVice Pres-$0--
Melissa MarschnerSecretary-$0--
Erica BeltraSecretary-$0--
Kim McCabeTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Various Fundraisers$100,114$100,114$63,950$36,164
Total Events$100,114$100,114$63,950$36,164
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
Kim McCabe
Title
Tresurer
Phone
7326003733
Signed
2015-10-29
Discuss with paid preparer
Yes

Preparer

Firm
Douglas Ziegler LLC
Address
One Airport Road Suite 3, Princeton, NJ 08540
Preparer
Douglas Ziegler
Phone
7326003733
Supplemental Narrative

Additional Explanations

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

“Awards 6,128”

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

“Office Expenses 880”

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

“Insurance 303”

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

“Program Expenses 44,650”

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

“Bank Charges 47”

Raw XML Appendix207 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0Kin McCabe
IRS990EZ/BooksInCareOfDetail/PhoneNum07326003733
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt010 Magnolia Court
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Monroe Twp
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NJ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd008831
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt014740
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt027567
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt012827
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0450
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/FundraisingGrossIncomeAmt0100114
IRS990EZ/GamingGrossIncomeAmt050970
IRS990EZ/GrossReceiptsAmt0155674
IRS990EZ/GroupExemptionNum02268
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt04590
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt014740
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Corrine Masters
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Esther Gregory
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jeannie Abt
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Laure Florek
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Melissa Marschner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Erica Beltra
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Kim McCabe
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice Pres
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice Pres
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice Pres
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt052008
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To provide advocacy for children regarding their general welfare.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Field Trips for students, educational events, workshops, school supplies for kids, playground equipment and awards
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1College Scholarships
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt044650
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt090389
IRS990EZ/SpecialEventsNetIncomeLossAmt060695
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NJ
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt052458
IRS990EZ/TotalProgramServiceExpensesAmt045150
IRS990EZ/TotalRevenueAmt065285
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0n/a
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04590
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04899
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04290
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt04390
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt05277
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt023446
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt060
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt055
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0115
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt0151084
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt0157986
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt0140426
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt0148057
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt0130125
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0727678
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt060
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt055
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0115
IRS990ScheduleA/InvestmentIncomeCYPct00.00020
IRS990ScheduleA/InvestmentIncomePYPct00.00020
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct00.99980
IRS990ScheduleA/PublicSupportPY509Pct00.99980
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0751124
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0155674
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0162885
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0144716
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0152447
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0135402
IRS990ScheduleA/Total509Grp/TotalAmt0751124
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0155674
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0162885
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0144776
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0152502
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0135402
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0751239
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/CharitableDistributionRqrInd0false
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt063950
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Various Fundraisers
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0100114
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0100114
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0100114
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0100114
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt036164
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt063950
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt063950
IRS990ScheduleG/GamingInformationGrp/DirectExpenseSummaryGamingAmt026439
IRS990ScheduleG/GamingInformationGrp/GrossRevenueOtherGamingAmt050970
IRS990ScheduleG/GamingInformationGrp/GrossRevenueTotalGamingAmt050970
IRS990ScheduleG/GamingInformationGrp/NetGamingIncomeSummaryAmt024531
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssOtherGamingAmt026439
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssTotalGamingAmt026439
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd0true
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingPct01.00000
IRS990ScheduleG/GamingManagerPersonNm0NA
IRS990ScheduleG/GamingOwnFacilityPct01.00000
IRS990ScheduleG/GamingWithNonmembersInd0false
IRS990ScheduleG/IndividualWithBooksNm0Kim McCabe
IRS990ScheduleG/LicensedInd0true
IRS990ScheduleG/LicensedStatesCd0NJ
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleG/PersonsWithBooksUSAddress/AddressLine1Txt010 Magnolia Court
IRS990ScheduleG/PersonsWithBooksUSAddress/CityNm0Monroe Twp
IRS990ScheduleG/PersonsWithBooksUSAddress/StateAbbreviationCd0NJ
IRS990ScheduleG/PersonsWithBooksUSAddress/ZIPCd008831
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleG/StatesWhereGamingConductedCd0NJ
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Awards 6,128
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses 880
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance 303
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Program Expenses 44,650
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Bank Charges 47
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kim McCabe
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Tresurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07326003733
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Oak Tree PTA
ReturnHeader/Filer/BusinessNameControlTxt0OAKT
ReturnHeader/Filer/EIN0270247314
ReturnHeader/Filer/PhoneNum07326003733
ReturnHeader/Filer/USAddress/AddressLine1Txt0226 Applegarth Road
ReturnHeader/Filer/USAddress/CityNm0Monroe Twp
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd008831
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Douglas Ziegler LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0One Airport Road Suite 3
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Princeton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd008540
ReturnHeader/PreparerPersonGrp/PhoneNum07326003733
ReturnHeader/PreparerPersonGrp/PreparationDt02015-10-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Douglas Ziegler
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-10-29T02:38:15-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,567
Liabilities
-
Net assets
$27,567
Revenue
$65,285
Expenses
$52,458
Net income
$12,827
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