Civic Intelligence

PTA New Jersey Congress of Parents & Teachers

990EZ • Fiscal year 2016 • EIN 27-0247314

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 14, 2016

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

8th percentile

-47%

Higher net margin than 8% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

4th percentile

-77%

Faster asset growth than 4% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

17th percentile

-30%

Faster revenue growth than 17% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$6,289

Down $21,278 (-77%) from 2015

Net Assets

Down

$6,289

Down $21,278 (-77%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$45,375

Down $19,910 (-30%) from 2015

Expenses

Up

$66,653

Up $14,195 (+27%) from 2015

Net Income

Down

-$21,278

Down $34,105 (-266%) from 2015

Historical Trend

Balance Sheet Trend

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

2016

Assets$6,289
Liabilities-
Net Assets$6,289

Operations Trend

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

2016

Revenue$45,375
Expenses$66,653
Net Income-$21,278
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 14, 2016
Return Version
2015v2.1
Gross Receipts
$118,532
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-$61,907
College Scholarships-$500
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Corrine MastersPresident-$0--
Erica BeltraVice Pres-$0--
Jeannie AbtVice Pres-$0--
Laura FlorekVice Pres-$0--
Melissa MarschnerSecretary-$0--
Christine DranchakSecretary-$0--
Kim McCabeTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Various Fundraisers$76,359$76,359$52,616$23,743
Total Events$76,359$76,359$52,616$23,743
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
Treasurer
Signed
2016-11-14
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Form 990-EZ, Part I, Line 8, Other Revenue

Other 45

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

Awards 2,903

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

Office Expenses 1,081

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

Insurance 179

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

Program Expenses 61,907

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

Bank Charges 83

Raw XML Appendix208 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/PersonNm0Kim 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/BOYAmt027567
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt06289
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-21278
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0500
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/ForeignOfficeInd0false
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IRS990EZ/FundraisingGrossIncomeAmt076359
IRS990EZ/GamingGrossIncomeAmt039078
IRS990EZ/GrossReceiptsAmt0118532
IRS990EZ/GroupExemptionNum02268
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt03050
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt027567
IRS990EZ/NetAssetsOrFundBalancesEOYAmt06289
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt027567
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5001.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Corrine Masters
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Erica Beltra
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jeannie Abt
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Laura Florek
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Melissa Marschner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Christine Dranchak
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/OtherExpensesTotalAmt066153
IRS990EZ/OtherRevenueTotalAmt045
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/ProgramServiceExpensesAmt061907
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt073157
IRS990EZ/SpecialEventsNetIncomeLossAmt042280
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NJ
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt066653
IRS990EZ/TotalProgramServiceExpensesAmt062407
IRS990EZ/TotalRevenueAmt045375
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0n/a
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03050
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04590
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04899
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt04290
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt04390
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt021219
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt060
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt055
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0115
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt0115437
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt0151084
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt0157986
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt0140426
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt0148057
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0712990
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt060
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt055
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/PublicSupportTotal509Amt0734209
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0118487
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0155674
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0162885
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0144716
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0152447
IRS990ScheduleA/Total509Grp/TotalAmt0734209
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0118487
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0155674
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0162885
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0144776
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0152502
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0734324
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/CharitableDistributionRqrInd0false
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt052616
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Various Fundraisers
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt076359
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt076359
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt076359
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt076359
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt023743
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt052616
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt052616
IRS990ScheduleG/GamingInformationGrp/DirectExpenseSummaryGamingAmt020541
IRS990ScheduleG/GamingInformationGrp/GrossRevenueOtherGamingAmt039078
IRS990ScheduleG/GamingInformationGrp/GrossRevenueTotalGamingAmt039078
IRS990ScheduleG/GamingInformationGrp/NetGamingIncomeSummaryAmt018537
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssOtherGamingAmt020541
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssTotalGamingAmt020541
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/ExplanationTxt0Other 45
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Awards 2,903
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expenses 1,081
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance 179
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Program Expenses 61,907
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Bank Charges 83
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8, Other Revenue
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kim McCabe
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-14
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/AddressLine1Txt01 Airport Place Ste 3
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Princeton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd008540
ReturnHeader/PreparerPersonGrp/PhoneNum07326003733
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Douglas Ziegler
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-11-14T10:01:22-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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