Civic Intelligence

Upper Deerfield PTO Inc.

990EZ • Fiscal year 2017 • EIN 42-1759563

Sep 01, 2016 to Aug 31, 2017 • Filed on Jan 31, 2018

55 Weber RoadBridgeton, NJ 08302

(609) 805-1974

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

44th percentile

0.8%

Higher net margin than 44% of similar nonprofits.

2017 filings • NTEE B94 • <$500k nonprofits • Source year 2017

Top Officer Pay

98th percentile

$0

Higher top officer pay than 98% of similar nonprofits.

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

2017 filings • NTEE B94 • <$500k nonprofits • Source year 2017

Asset Growth

47th percentile

1.0%

Faster asset growth than 47% of similar nonprofits.

2017 filings • NTEE B94 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

29th percentile

-11%

Faster revenue growth than 29% of similar nonprofits.

2017 filings • NTEE B94 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$10,365

Up $103 (+1.0%) from 2016

Net Assets

Up

$10,365

Up $103 (+1.0%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$13,312

Down $1,612 (-11%) from 2016

Expenses

Down

$13,209

Down $12,990 (-50%) from 2016

Net Income

Up

$103

Up $11,378 (+101%) from 2016

Historical Trend

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2011: $9,926Liabilities 2011: $02011Assets 2012: $12,338Liabilities 2012: $02012Assets 2013: $16,693Liabilities 2013: $02013Assets 2014: $18,741Liabilities 2014: $02014Assets 2015: $21,537Liabilities 2015: $02015Assets 2016: $10,262Net Assets 2016: $10,2622016Assets 2017: $10,365Net Assets 2017: $10,3652017Assets 2018: $6,862Net Assets 2018: $6,8622018Assets 2019: $4,485Net Assets 2019: $4,4852019Assets 2020: $7,172Net Assets 2020: $7,1722020Assets 2021: $3,682Net Assets 2021: $3,6822021Assets 2022: $7,918Net Assets 2022: $7,9182022Assets 2023: $11,088Net Assets 2023: $11,0882023Assets 2024: $17,077Net Assets 2024: $17,0772024Assets 2025: $21,191Net Assets 2025: $21,1912025

Highlighted filing

2017

Assets$10,365
Liabilities-
Net Assets$10,365

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$30K$20K$10K$0-$10K-$20KRevenue 2011: $19,498Expenses 2011: $21,054Net Income 2011: -$1,5562011Revenue 2012: $18,608Expenses 2012: $16,196Net Income 2012: $2,4122012Revenue 2013: $16,685Expenses 2013: $12,330Net Income 2013: $4,3552013Revenue 2014: $17,341Expenses 2014: $15,293Net Income 2014: $2,0482014Revenue 2015: $17,421Expenses 2015: $14,625Net Income 2015: $2,7962015Revenue 2016: $14,924Expenses 2016: $26,199Net Income 2016: -$11,2752016Revenue 2017: $13,312Expenses 2017: $13,209Net Income 2017: $1032017Revenue 2018: $8,455Expenses 2018: $11,958Net Income 2018: -$3,5032018Revenue 2019: $10,235Expenses 2019: $12,612Net Income 2019: -$2,3772019Revenue 2020: $5,973Expenses 2020: $3,286Net Income 2020: $2,6872020Revenue 2021: $1,482Expenses 2021: $4,972Net Income 2021: -$3,4902021Revenue 2022: $10,405Expenses 2022: $6,169Net Income 2022: $4,2362022Revenue 2023: $13,245Expenses 2023: $10,075Net Income 2023: $3,1702023Revenue 2024: $13,283Expenses 2024: $7,294Net Income 2024: $5,9892024Revenue 2025: $12,247Expenses 2025: $8,133Net Income 2025: $4,1142025

Highlighted filing

2017

Revenue$13,312
Expenses$13,209
Net Income$103
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Jan 31, 2018
Return Version
2016v3.0
Gross Receipts
$31,818
Mission and Program Overview

Mission

Prizes to encourage students to show artistic work.

Program Services

DescriptionGrantsExpenses
SUPPORTING THE EDUCATION OF CHILDREN AT UPPER DEERFIELD SCHOOL BY PURCHASING SUPPLIES THAT ARE NOT IN THE SCHOOL BUDGET; HELP PAY FOR FIELD TRIPS EXPENSES AND AWARDING STUDENTS PRIZES FOR ACEDEMIC ACHIEVEMENTS.-$12,634
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN BASILECo-President-$0--
CASSIE BALLINGERCo-PresidentPT$0--
CARRIE MIKESELLVice PresidentPT$0--
KATIE DI JOSEPHSecretary-$0--
EMMA NOLANTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Book Fair$9,275$9,275$9,368$-93
Fall Fundraiser$6,813$6,813-$6,813
Total Events$22,814$22,814$14,419$8,395
Filing and Contact Details

Filer

Filer Name
Upper Deerfield Pto Inc
EIN
42-1759563
Phone
6098051974
Address
55 WEBER ROAD, BRIDGETON, NJ 08302

Signing Officer

Name
Emma Nolan
Title
Treasurer
Phone
6098051974
Signed
2018-01-31

Preparer

Firm
TRIANTOS AND DELP CPA's LLC
Address
645 SOUTH MAIN ROAD, VINELAND, NJ 08360
Preparer
Samuel a Delp Jr
Phone
8566919544
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

STUDENT AWARDS 1120.

Form 990EZ, Part I, Line 16

DONATIONS 461.

Form 990EZ, Part I, Line 16

TEACHER AWARDS 3392.

Form 990EZ, Part I, Line 16

FEES 111.

Form 990EZ, Part I, Line 16

PROGRAM SERVICE 6967.

Form 990EZ, Part I, Line 16

INSURANCE 549.

Form 990EZ, Part I, Line 16

CLASSROOM SUPPLIES 34.

Raw XML Appendix185 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/PersonNm0EMMA NOLAN
IRS990EZ/BooksInCareOfDetail/PhoneNum06098051974
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt055 WEBER ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BRIDGETON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NJ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd008302
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt010262
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt010365
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt019
IRS990EZ/CostOfGoodsSoldAmt00
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IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt031818
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0295
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt010262
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SUSAN BASILE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CASSIE BALLINGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CARRIE MIKESELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KATIE DI JOSEPH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4EMMA NOLAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt012634
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PRIZES TO ENCOURAGE STUDENTS TO SHOW ARTISTIC WORK.
IRS990EZ/ProgramServiceRevenueAmt025
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORTING THE EDUCATION OF CHILDREN AT UPPER DEERFIELD SCHOOL BY PURCHASING SUPPLIES THAT ARE NOT IN THE SCHOOL BUDGET; HELP PAY FOR FIELD TRIPS EXPENSES AND AWARDING STUDENTS PRIZES FOR ACEDEMIC ACHIEVEMENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt012634
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt018506
IRS990EZ/SpecialEventsNetIncomeLossAmt012972
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NJ
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt013209
IRS990EZ/TotalProgramServiceExpensesAmt012634
IRS990EZ/TotalRevenueAmt013312
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0314
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0450
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02559
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03129
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03156
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt09608
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt019
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt049
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt022
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt043
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0134
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt019
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt049
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt022
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt043
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0134
IRS990ScheduleA/InvestmentIncomeCYPct00.01380
IRS990ScheduleA/InvestmentIncomePYPct00.01180
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.98620
IRS990ScheduleA/PublicSupportPY509Pct00.98820
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt09608
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0314
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0450
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt02559
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt03129
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt03156
IRS990ScheduleA/Total509Grp/TotalAmt09608
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt09742
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt014419
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt0239
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0239
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FALL FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt09275
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt06813
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt06726
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt022814
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt09275
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt06813
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt06726
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt022814
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt08395
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt04812
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt014180
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt09368
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0STUDENT AWARDS 1120.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DONATIONS 461.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TEACHER AWARDS 3392.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FEES 111.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PROGRAM SERVICE 6967.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5INSURANCE 549.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CLASSROOM SUPPLIES 34.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0EMMA NOLAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06098051974
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UPPER DEERFIELD PTO INC
ReturnHeader/Filer/BusinessNameControlTxt0UPPE
ReturnHeader/Filer/EIN0421759563
ReturnHeader/Filer/PhoneNum06098051974
ReturnHeader/Filer/USAddress/AddressLine1Txt055 WEBER ROAD
ReturnHeader/Filer/USAddress/CityNm0BRIDGETON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd008302
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D7CE3209DBB96ADF40BA156C42C3734F06E781E8
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D7CE3209DBB96ADF40BA156C42C3734F06E781E8
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0174.57.197.115
ReturnHeader/FilingSecurityInformation/IPDt02018-02-02
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm013:10:16
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TRIANTOS AND DELP CPA's LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0645 SOUTH MAIN ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0VINELAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd008360
ReturnHeader/PreparerPersonGrp/PhoneNum08566919544
ReturnHeader/PreparerPersonGrp/PreparationDt02018-02-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SAMUEL A DELP JR
ReturnHeader/ReturnTs02018-02-02T13:10:31-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-09-01
ReturnHeader/TaxPeriodEndDt02017-08-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$21.2$21.2$12.2$8.13$4.11
2024Detailed filing. Detailed filing data is available for this year.$17.1$17.1$13.3$7.29$5.99
2023Detailed filing. Detailed filing data is available for this year.$11.1$11.1$13.2$10.1$3.17
2022Detailed filing. Detailed filing data is available for this year.$7.92$7.92$10.4$6.17$4.24
2021Detailed filing. Detailed filing data is available for this year.$3.68$3.68$1.48$4.97$3.49
2020Detailed filing. Detailed filing data is available for this year.$7.17$7.17$5.97$3.29$2.69
2019Detailed filing. Detailed filing data is available for this year.$4.49$4.49$10.2$12.6$2.38
2018Detailed filing. Detailed filing data is available for this year.$6.86$6.86$8.46$12.0$3.50
2017Detailed filing. Detailed filing data is available for this year.$10.4$10.4$13.3$13.2$0.10
2016Detailed filing. Detailed filing data is available for this year.$10.3$10.3$14.9$26.2$11.3
2015Summary only. Only limited summary data is available for this year.$21.5$0.00$17.4$14.6$2.80
2014Summary only. Only limited summary data is available for this year.$18.7$0.00$17.3$15.3$2.05
2013Summary only. Only limited summary data is available for this year.$16.7$0.00$16.7$12.3$4.36
2012Summary only. Only limited summary data is available for this year.$12.3$0.00$18.6$16.2$2.41
2011Summary only. Only limited summary data is available for this year.$9.93$0.00$19.5$21.1$1.56