Civic Intelligence

PTA New Jersey Congress of Parents & Teachers

990EZ • Fiscal year 2020 • EIN 27-0247314

Jul 01, 2019 to Jun 30, 2020 • Filed on Aug 31, 2020

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

3rd percentile

-403%

Higher net margin than 3% of similar nonprofits.

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

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 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

Net Assets

Up

$15,974

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

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin3rd 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

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

2020

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

2020

Revenue$3,259
Expenses$16,387
Net Income-$13,128
Open 2020 Filing
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 Pay76th 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum07326003733
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04 Regal Court
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Monroe Twp
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NJ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd008831
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt032600
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt015974
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-13128
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0535
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IRS990EZ/GrossReceiptsAmt036994
IRS990EZ/GroupExemptionNum02268
IRS990EZ/InfoInScheduleOPartIIInd0X
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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/PersonNm1Melissa Storey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Christine Esser
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Michelle LaGrasso
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Christine Dranchak
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Mona Goyal
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Christine Lester
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0226
IRS990EZ/OtherChangesInNetAssetsAmt0-3724
IRS990EZ/OtherExpensesTotalAmt015852
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, Parent and Teacher Awards
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt012149
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12165
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt033735
IRS990EZ/SpecialEventsNetIncomeLossAmt0-892
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NJ
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt016387
IRS990EZ/TotalProgramServiceExpensesAmt014314
IRS990EZ/TotalRevenueAmt03259
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0n/a
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04151
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04450
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04116
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03620
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03050
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt019387
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt032843
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt0111329
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt0118720
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt0111445
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt0115437
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0489774
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0509161
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt036994
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0115779
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0122836
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0115065
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0118487
IRS990ScheduleA/Total509Grp/TotalAmt0509161
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt036994
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0115779
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0122836
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0115065
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0118487
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0509161
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/CharitableDistributionRqrInd0false
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt030850
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Various
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt031523
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt031523
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt031523
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt031523
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0673
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt030850
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt030850
IRS990ScheduleG/GamingInformationGrp/DirectExpenseSummaryGamingAmt02885
IRS990ScheduleG/GamingInformationGrp/GrossRevenueOtherGamingAmt01320
IRS990ScheduleG/GamingInformationGrp/GrossRevenueTotalGamingAmt01320
IRS990ScheduleG/GamingInformationGrp/NetGamingIncomeSummaryAmt0-1565
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssOtherGamingAmt02885
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssTotalGamingAmt02885
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd0true
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingPct01.00000
IRS990ScheduleG/GamingManagerPersonNm0NA
IRS990ScheduleG/GamingOwnFacilityPct01.00000
IRS990ScheduleG/GamingWithNonmembersInd0false
IRS990ScheduleG/IndividualWithBooksNm0Mona Goyal
IRS990ScheduleG/LicensedInd0true
IRS990ScheduleG/LicensedStatesCd0NJ
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleG/PersonsWithBooksUSAddress/AddressLine1Txt04 Regal Court
IRS990ScheduleG/PersonsWithBooksUSAddress/CityNm0Monroe Twp
IRS990ScheduleG/PersonsWithBooksUSAddress/StateAbbreviationCd0NJ
IRS990ScheduleG/PersonsWithBooksUSAddress/ZIPCd008831
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleG/StatesWhereGamingConductedCd0NJ
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Awards 2,165
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses 1,304
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance 179
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Program Expenses 12,149
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Bank Charges 55
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Prior Year Adjustments -3,724
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Prior Year Adjustments Beginning of year 226, End of year 0
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 20, Net Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part II, Line 24, Other Assets
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Mona Goyal
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07326003733
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-31
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0583214D0C6038E367EB72C7AC5F478D57620AD51
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0583214D0C6038E367EB72C7AC5F478D57620AD51
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.254.74.145
ReturnHeader/FilingSecurityInformation/IPDt02020-09-25
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm011:53:33
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Douglas Ziegler LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01 Airport Place Suite 3
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Princeton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd008540
ReturnHeader/PreparerPersonGrp/PhoneNum07326003733
ReturnHeader/PreparerPersonGrp/PreparationDt02020-08-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Douglas D Ziegler
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-08-31T11:08:41-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed 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