Civic Intelligence

Berkley School PTO Inc.

990EZ • Fiscal year 2020 • EIN 47-3967914

Jul 01, 2019 to Jun 30, 2020 • Filed on Dec 18, 2020

812 Berkley StreetNew Milford, NJ 07646

(201) 261-2952

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • NTEE P20 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • NTEE P20 • <$500k nonprofits • Source year 2020

Net Margin

24th percentile

-9.2%

Higher net margin than 24% of similar nonprofits.

2020 filings • NTEE P20 • <$500k nonprofits • Source year 2020

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

2020 filings • NTEE P20 • <$500k nonprofits • Source year 2020

Asset Growth

16th percentile

-23%

Faster asset growth than 16% of similar nonprofits.

2020 filings • NTEE P20 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

55th percentile

-2.3%

Faster revenue growth than 55% of similar nonprofits.

2020 filings • NTEE P20 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$7,166

Down $2,159 (-23%) from 2019

Net Assets

Down

$7,166

Down $2,159 (-23%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$23,546

Down $551 (-2.3%) from 2019

Expenses

Down

$25,705

Down $1,622 (-5.9%) from 2019

Net Income

Up

-$2,159

Up $1,071 (+33%) from 2019

Historical Trend

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2015: $5,684Liabilities 2015: $0Net Assets 2015: $5,6842015Assets 2016: $5,371Liabilities 2016: $0Net Assets 2016: $5,3712016Assets 2017: $10,695Liabilities 2017: $0Net Assets 2017: $10,6952017Assets 2018: $12,555Liabilities 2018: $0Net Assets 2018: $12,5552018Assets 2019: $9,325Liabilities 2019: $0Net Assets 2019: $9,3252019Assets 2020: $7,166Liabilities 2020: $0Net Assets 2020: $7,1662020Assets 2021: $3,837Liabilities 2021: $0Net Assets 2021: $3,8372021Assets 2022: $22,283Liabilities 2022: $0Net Assets 2022: $22,2832022Assets 2023: $18,338Liabilities 2023: $0Net Assets 2023: $18,3382023Assets 2024: $12,979Liabilities 2024: $0Net Assets 2024: $12,9792024Assets 2025: $12,344Net Assets 2025: $12,3442025

Highlighted filing

2020

Assets$7,166
Liabilities$0
Net Assets$7,166

Operations Trend

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

$40K$20K$0-$20KRevenue 2015: $34,496Expenses 2015: $34,735Net Income 2015: -$2392015Revenue 2016: $26,859Expenses 2016: $27,172Net Income 2016: -$3132016Revenue 2017: $28,635Expenses 2017: $23,311Net Income 2017: $5,3242017Revenue 2018: $38,482Expenses 2018: $36,622Net Income 2018: $1,8602018Revenue 2019: $24,097Expenses 2019: $27,327Net Income 2019: -$3,2302019Revenue 2020: $23,546Expenses 2020: $25,705Net Income 2020: -$2,1592020Revenue 2021: $2,372Expenses 2021: $5,701Net Income 2021: -$3,3292021Revenue 2022: $31,749Expenses 2022: $13,303Net Income 2022: $18,4462022Revenue 2023: $26,538Expenses 2023: $30,483Net Income 2023: -$3,9452023Revenue 2024: $31,539Expenses 2024: $36,898Net Income 2024: -$5,3592024Revenue 2025: $28,661Expenses 2025: $29,296Net Income 2025: -$6352025

Highlighted filing

2020

Revenue$23,546
Expenses$25,705
Net Income-$2,159
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Dec 18, 2020
Return Version
2019v5.0
Gross Receipts
$48,831
Mission and Program Overview

Mission

The berkley school pto inc. Embraces and supports family and community as active partners in a unified effort to provide educational programs and offerings to develop students into self directed adults on their journey through education.

Program Services

DescriptionGrantsExpenses
PROVIDED VARIOUS OTHER PROGRAM SERVICES RELATED TO APPROX 440 STUDENTS OF THE BERKLEY ELEMENTARY SCHOOL, INCLUDING 5TH GRADE GRADUATION, FIELD DAY, HEALTH SNACK DAY, TEACHER/STAFF LUNCHEONS AND BREAKFAST AND OTHER PROGRAM SERVICES. TREE STUMP REMOVAL OUTSIDE CLASSROOM AND PURCHASED WATER FOUNTAINS FOR THE SCHOOL.$11,026-
SCHOOL FIELD TRIPS - VARIOUS EDUCATIONAL TRIPS FOR THE STUDENTS OF BERKLEY SCHOOL$3,044-
AUTHOR VISITS-RENOWNED AUTHORS COME TO THE BERKLEY ELEMENTARY SCHOOL TO READ TO THE STUDENTS AND TALK ABOUT CREATIVE WRITING.$1,931-
THE PTO PROVIDED CLASSROOM GRANTS TO THE BERKLEY ELEMENTARY SCHOOL TEACHERS TO BE USED BY THE TEACHERS TO PURCHASE CLASSROOM SUPPLIES.$1,180-
BETTER THAN BROADWAY- THE PTO SPONSORED A THEARTRE PERFORMANCE AT THE LEANING CENTER FOR THE STUDENTS AT THE BERKLEY ELEMENTARY SCHOOL.$1,000-
AWARDS AND GRANTS TO TEACHERS OF THE BERKLEY ELEMENTARY SCHOOL.$800-
ROBERT PIELA SCHOLARSHIP GIVEN TO GRADUATING STUDENTS OF NEW MILFORD HIGH SCHOOL THAT QUALIFY FOR THIS SCHOLARSHIP.$500-
ASSEMBLIES- THE PTO PROVIDED SCHOOL VARIOUS INFORMATIONAL ASSEMBLIES EVENTS TO THE STUDENTS OF THE BERKLEY ELEMENTARY SCHOOL.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAURA ADELUNGParent Coord.PT$0--
MICHAEL MIONEPresidentPT$0--
KRISTEN BRODYVP FundraisingPT$0--
JAMIE BARICEVICTreasurerPT$0--
MARY KATE GENSLERRec. SecretaryPT$0--
ANGELA LOMBARDIVP FundraisingPT$0--
JAMIE DELEONMembership CHR.PT$0--
MELISSA D'AMBROSIOSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Holiday Shop$5,011$5,011$5,011$0
Total Events$5,011$5,011$5,011-
Filing and Contact Details

Filer

Filer Name
Berkley School Pto Inc
EIN
47-3967914
Phone
2012612952
Address
812 BERKLEY STREET, NEW MILFORD, NJ 07646

Signing Officer

Name
Jamie Baricevic
Title
Treasurer
Signed
2020-12-18
Discuss with paid preparer
Yes

Preparer

Firm
JM Stapleton and Company
Address
700 Kinderkamack Rd Suite 104, Oradell, NJ 07649
Preparer
James M Stapleton CPA
Phone
2016127737
Supplemental Narrative

Additional Explanations

Other Expenses.1

Back to school gifts $2347

Other Expenses.2

Purchased water fountains $2208

Other Expenses.3

Berkley school class trips $2200

Other Expenses.4

Fifth grade expenses $2000

Other Expenses.5

Author day honoraium/etc $1931

Other Expenses.6

Teacher thank you gifts $1180

Other Expenses.7

Better than broadway $1000

Other Expenses.8

SCHOOLMATE SUPPLIES $855

Other Expenses.9

CLASS TRIPS $844

Other Expenses.10

Awards & grants to teachers $800

Other Expenses.11

Pto sponsor activities $739

Other Expenses.12

CLASS PARTIES $520

Other Expenses.13

Teachers/staff luncheon $517

Other Expenses.14

Robert piela scholarship $500

Other Expenses.15

SCHOOL KIDZ 2019 $476

Other Expenses.16

Stump removal outside class. $450

Other Expenses.17

MISCELLANEOUS $283

Other Expenses.18

Kindergarten orientation $226

Other Expenses.19

WELCOME BREAKFAST $200

Other Expenses.20

Business expense-other $132

Other Expenses.21

BABYSITTING $100

Other Expenses.22

ICE CREAM SOCIAL $41

Other Expenses.23

HEALTHY SNACK DAY $34

Other Expenses.24

nj charities registration FEE $30

Other Expenses.25

BANK CHARGES $30

Other Expenses.26

KIDS LUNCHEON $30

Raw XML Appendix249 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.

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IRS990EZ/PrimaryExemptPurposeTxt0THE BERKLEY SCHOOL PTO INC. EMBRACES AND SUPPORTS FAMILY AND COMMUNITY AS ACTIVE PARTNERS IN A UNIFIED EFFORT TO PROVIDE EDUCATIONAL PROGRAMS AND OFFERINGS TO DEVELOP STUDENTS INTO SELF DIRECTED ADULTS ON THEIR JOURNEY THROUGH EDUCATION.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2ASSEMBLIES- THE PTO PROVIDED SCHOOL VARIOUS INFORMATIONAL ASSEMBLIES EVENTS TO THE STUDENTS OF THE BERKLEY ELEMENTARY SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3BETTER THAN BROADWAY- THE PTO SPONSORED A THEARTRE PERFORMANCE AT THE LEANING CENTER FOR THE STUDENTS AT THE BERKLEY ELEMENTARY SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt4THE PTO PROVIDED CLASSROOM GRANTS TO THE BERKLEY ELEMENTARY SCHOOL TEACHERS TO BE USED BY THE TEACHERS TO PURCHASE CLASSROOM SUPPLIES.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt6ROBERT PIELA SCHOLARSHIP GIVEN TO GRADUATING STUDENTS OF NEW MILFORD HIGH SCHOOL THAT QUALIFY FOR THIS SCHOLARSHIP.
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ORGANIZATION'S BOARD OF TRUSEES IS COMPRISED OF PARENTS OF CHILDREN OF THE BERKLEY SCHOOL LOCATED IN NEW MILFORD, N.J.. THE BOARD OF TRUSTEES WILL REVIEW WITH THE PRINCIPAL OF THE BERKLEY SCHOOL AS TO PROGRAMS AND SERVICES THAT THE ORGANIZATION CAN SUPPORT FINACIALLY OR PROVIDE TO THE BERKLEY SCHOOL FOR PROGRAMS AND SERVICES REQUESTED BY THE PRINCIPAL THAT WILL BENEFIT THE STUDENTS OF THE BERKLEY SCHOOL.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BACK TO SCHOOL GIFTS $2347
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PURCHASED WATER FOUNTAINS $2208
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BERKLEY SCHOOL CLASS TRIPS $2200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FIFTH GRADE EXPENSES $2000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AUTHOR DAY HONORAIUM/ETC $1931
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TEACHER THANK YOU GIFTS $1180
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BETTER THAN BROADWAY $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7SCHOOLMATE SUPPLIES $855
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8CLASS TRIPS $844
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9AWARDS & GRANTS TO TEACHERS $800
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10PTO SPONSOR ACTIVITIES $739
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11CLASS PARTIES $520
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12TEACHERS/STAFF LUNCHEON $517
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13ROBERT PIELA SCHOLARSHIP $500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14SCHOOL KIDZ 2019 $476
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15STUMP REMOVAL OUTSIDE CLASS. $450
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16MISCELLANEOUS $283
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17KINDERGARTEN ORIENTATION $226
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18WELCOME BREAKFAST $200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19BUSINESS EXPENSE-OTHER $132
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20BABYSITTING $100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21ICE CREAM SOCIAL $41
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22HEALTHY SNACK DAY $34
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23nj charities registration FEE $30
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24BANK CHARGES $30
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt25KIDS LUNCHEON $30
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.13
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.15
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.17
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Expenses.18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Other Expenses.19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Other Expenses.20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Other Expenses.21
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Other Expenses.22
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22Other Expenses.23
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc23Other Expenses.24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc24Other Expenses.25
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc25Other Expenses.26
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMIE BARICEVIC
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-12-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BERKLEY SCHOOL PTO INC
ReturnHeader/Filer/BusinessNameControlTxt0BERK
ReturnHeader/Filer/EIN0473967914
ReturnHeader/Filer/PhoneNum02012612952
ReturnHeader/Filer/USAddress/AddressLine1Txt0812 BERKLEY STREET
ReturnHeader/Filer/USAddress/CityNm0NEW MILFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007646
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0223174350
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JM Stapleton and Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0700 Kinderkamack Rd Suite 104
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Oradell
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007649
ReturnHeader/PreparerPersonGrp/PhoneNum02016127737
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES M STAPLETON CPA
ReturnHeader/ReturnTs02020-12-18T10:27:49-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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