Civic Intelligence

J P Case PTO

990EZ • Fiscal year 2024 • EIN 45-2208160

Jul 01, 2023 to Jun 30, 2024 • Filed on Sep 17, 2024

Organization ProfileWWW.FRSD.K12.NJ.US/JPCASE
301 Case BlvdFlemington, NJ 08822

(908) 284-5100

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

47th percentile

4.6%

Higher net margin than 47% of similar nonprofits.

2024 filings • NTEE B94 • <$500k nonprofits • Source year 2024

Top Officer Pay

99th percentile

$0

Higher top officer pay than 99% of similar nonprofits.

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

2024 filings • NTEE B94 • <$500k nonprofits • Source year 2024

Asset Growth

52nd percentile

4.7%

Faster asset growth than 52% of similar nonprofits.

2024 filings • NTEE B94 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

15th percentile

-30%

Faster revenue growth than 15% of similar nonprofits.

2024 filings • NTEE B94 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$17,271

Flat from 2024

Net Assets

$17,271

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin47th percentile

Revenue

Flat

$16,953

Flat from 2024

Expenses

Flat

$16,176

Flat from 2024

Net Income

Flat

$777

Flat from 2024

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$40K$30K$20K$10K$0Assets 2012: $28,929Liabilities 2012: $02012Assets 2013: $31,459Liabilities 2013: $02013Assets 2014: $39,981Net Assets 2014: $39,9812014Assets 2015: $19,693Liabilities 2015: $02015Assets 2016: $20,833Liabilities 2016: $02016Assets 2017: $25,525Liabilities 2017: $02017Assets 2018: $23,856Net Assets 2018: $23,8562018Assets 2019: $14,469Liabilities 2019: $0Net Assets 2019: $14,4692019Assets 2020: $11,094Liabilities 2020: $02020Assets 2021: $11,654Liabilities 2021: $0Net Assets 2021: $11,6542021Assets 2022: $909Liabilities 2022: $0Net Assets 2022: $9092022Assets 2023: $16,494Liabilities 2023: $02023Assets 2024: $17,271Net Assets 2024: $17,2712024Assets 2024: $17,271Liabilities 2024: $02024Assets 2025: $29,057Net Assets 2025: $29,0572025

Highlighted filing

2024

Assets$17,271
Liabilities-
Net Assets$17,271
Open 2024 Filing

Operations Trend

Revenue Growth15th percentile

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

$100K$50K$0-$50KRevenue 2012: $65,663Expenses 2012: $82,843Net Income 2012: -$17,1802012Revenue 2013: $59,420Expenses 2013: $56,890Net Income 2013: $2,5302013Revenue 2014: $36,981Expenses 2014: $28,455Net Income 2014: $8,5262014Revenue 2015: $33,113Expenses 2015: $53,401Net Income 2015: -$20,2882015Revenue 2016: $33,021Expenses 2016: $31,881Net Income 2016: $1,1402016Revenue 2017: $30,769Expenses 2017: $26,079Net Income 2017: $4,6902017Revenue 2018: $24,445Expenses 2018: $26,114Net Income 2018: -$1,6692018Revenue 2019: $22,960Expenses 2019: $32,347Net Income 2019: -$9,3872019Revenue 2020: $19,320Expenses 2020: $22,695Net Income 2020: -$3,3752020Revenue 2021: $6,599Expenses 2021: $6,039Net Income 2021: $5602021Revenue 2022: $5,407Expenses 2022: $16,152Net Income 2022: -$10,7452022Revenue 2023: $24,364Expenses 2023: $8,779Net Income 2023: $15,5852023Revenue 2024: $16,953Expenses 2024: $16,176Net Income 2024: $7772024Revenue 2024: $16,953Expenses 2024: $16,176Net Income 2024: $7772024Revenue 2025: $20,075Expenses 2025: $8,289Net Income 2025: $11,7862025

Highlighted filing

2024

Revenue$16,953
Expenses$16,176
Net Income$777
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Sep 17, 2024
Return Version
2023v5.0
Gross Receipts
$62,268
Mission and Program Overview

Mission

Provide assignment books, activity nights, art programs, and field trips to help broaden the students education. To provide support to the teachers with teaching aids and in-class supplies.

Program Services

DescriptionGrantsExpenses
TO HELP SUPPORT STUDENT ACTIVITIES-$45,315
TO HELP SUPPORT STUDENT ACTIVITIES--
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAITLYN RYAN PERSCHEPresident-$0--
ANDREA SCHWARZCo-Vice Pres-$0--
CRYSTAL SLIVACo-Vice Pres-$0--
STACY WADDINGTONTreasurer-$0--
AMANDA MALICZYSZYNSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Color Run$28,968$28,968$26,004$2,964
Book Fairs$5,625$5,625$4,372$1,253
Total Events$34,593$34,593$30,376$4,217
Filing and Contact Details

Filer

Filer Name
J P Case Pto
EIN
45-2208160
Phone
9082845100
Address
301 CASE BLVD, FLEMINGTON, NJ 08822

Signing Officer

Name
Stacy Waddington
Title
Treasurer
Phone
9082845100
Signed
2024-09-17
Discuss with paid preparer
Yes

Preparer

Firm
Wealthspring Financial Partners LLC
Address
191 WOODPORT RD SUITE 208H, SPARTA, NJ 07871
Preparer
Brendan J Gross CPA
Phone
9737299169
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Fraud recovery 1,055 total 1,055”

Form 990-ez, Part I, Line 16

“Expenses advertising and promotion 13,287 office 1,245 insurance 644 total 15,176”

Form 990-ez, Part III

“Provide assignment books, activity nights, art programs, and field trips to help broaden the students education. To provide support to the teachers with teaching aids and in-class supplies.”

Form 990-ez, Part III, Line 31

“To help support student activities”

Raw XML Appendix163 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JP CASE PTO
IRS990EZ/BooksInCareOfDetail/PhoneNum09082845100
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0301 CASE BLVD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FLEMINGTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NJ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd008822
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt016494
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt017271
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01083
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0777
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01000
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt016494
IRS990EZ/Form990TotalAssetsGrp/EOYAmt017271
IRS990EZ/FundraisingGrossIncomeAmt060129
IRS990EZ/GrossReceiptsAmt062268
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt016494
IRS990EZ/NetAssetsOrFundBalancesEOYAmt017271
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt016494
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt017271
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CAITLYN RYAN PERSCHE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANDREA SCHWARZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CRYSTAL SLIVA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3STACY WADDINGTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4AMANDA MALICZYSZYN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-VICE PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CO-VICE PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt015176
IRS990EZ/OtherRevenueTotalAmt01055
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE ASSIGNMENT BOOKS, ACTIVITY NIGHTS, ART PROGRAMS, AND FIELD TRIPS TO HELP BROADEN THE STUDENTS EDUCATION. TO PROVIDE SUPPORT TO THE TEACHERS WITH TEACHING AIDS AND IN-CLASS SUPPLIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO HELP SUPPORT STUDENT ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TO HELP SUPPORT STUDENT ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt045315
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt045315
IRS990EZ/SpecialEventsNetIncomeLossAmt014814
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NJ
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt016176
IRS990EZ/TotalProgramServiceExpensesAmt045315
IRS990EZ/TotalRevenueAmt016953
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.FRSD.K12.NJ.US/JPCASE
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01083
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02802
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0929
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02335
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01495
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt08644
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt061185
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt061949
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0123134
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus3YearsAmt03206
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus4YearsAmt013480
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt016686
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.88760
IRS990ScheduleA/PublicSupportPY509Pct00.69910
IRS990ScheduleA/PublicSupportTotal509Amt0131778
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt062268
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt064751
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0929
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02335
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01495
IRS990ScheduleA/Total509Grp/TotalAmt0131778
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt062268
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt064751
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0929
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt05541
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt014975
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0148464
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt030376
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0COLOR RUN
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BOOK FAIRS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt028968
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt05625
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt034593
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt028968
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt05625
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt034593
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt04217
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt030376
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt026004
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt04372
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FRAUD RECOVERY 1,055 TOTAL 1,055
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES ADVERTISING AND PROMOTION 13,287 OFFICE 1,245 INSURANCE 644 TOTAL 15,176
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROVIDE ASSIGNMENT BOOKS, ACTIVITY NIGHTS, ART PROGRAMS, AND FIELD TRIPS TO HELP BROADEN THE STUDENTS EDUCATION. TO PROVIDE SUPPORT TO THE TEACHERS WITH TEACHING AIDS AND IN-CLASS SUPPLIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO HELP SUPPORT STUDENT ACTIVITIES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STACY WADDINGTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09082845100
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0J P CASE PTO
ReturnHeader/Filer/BusinessNameControlTxt0JPCA
ReturnHeader/Filer/EIN0452208160
ReturnHeader/Filer/PhoneNum09082845100
ReturnHeader/Filer/USAddress/AddressLine1Txt0301 CASE BLVD
ReturnHeader/Filer/USAddress/CityNm0FLEMINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd008822
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0872429333
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WEALTHSPRING FINANCIAL PARTNERS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0191 WOODPORT RD SUITE 208H
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SPARTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007871
ReturnHeader/PreparerPersonGrp/PhoneNum09737299169
ReturnHeader/PreparerPersonGrp/PreparationDt02024-09-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRENDAN J GROSS CPA
ReturnHeader/ReturnTs02024-09-23T15:39:16-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,271
Liabilities
-
Net assets
$17,271
Revenue
$16,953
Expenses
$16,176
Net income
$777
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$29.1$29.1$20.1$8.29$11.8
2024Detailed filing. Detailed filing data is available for this year.$17.3$17.3$17.0$16.2$0.78
2024Summary only. Only limited summary data is available for this year.$17.3$0.00$17.0$16.2$0.78
2023Summary only. Only limited summary data is available for this year.$16.5$0.00$24.4$8.78$15.6
2022Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$5.41$16.2$10.7
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.7$0.00$11.7$6.60$6.04$0.56
2020Summary only. Only limited summary data is available for this year.$11.1$0.00$19.3$22.7$3.38
2019Detailed filing. Detailed filing data is available for this year.$14.5$0.00$14.5$23.0$32.3$9.39
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.9$23.9$24.4$26.1$1.67
2017Summary only. Only limited summary data is available for this year.$25.5$0.00$30.8$26.1$4.69
2016Summary only. Only limited summary data is available for this year.$20.8$0.00$33.0$31.9$1.14
2015Summary only. Only limited summary data is available for this year.$19.7$0.00$33.1$53.4$20.3
2014Detailed filing. Detailed filing data is available for this year.$40.0$40.0$37.0$28.5$8.53
2013Summary only. Only limited summary data is available for this year.$31.5$0.00$59.4$56.9$2.53
2012Summary only. Only limited summary data is available for this year.$28.9$0.00$65.7$82.8$17.2