Civic Intelligence

Applegate School Association

990EZ • Fiscal year 2020 • EIN 51-0188829

Jul 01, 2019 to Jun 30, 2020 • Filed on Aug 07, 2020

47 Jeanne Brennan DriveFreehold, NJ 07728

(732) 431-5460

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

38th percentile

-1.1%

Higher net margin than 38% 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

39th percentile

-1.7%

Faster asset growth than 39% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

52nd percentile

-11%

Faster revenue growth than 52% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$19,308

Down $333 (-1.7%) from 2019

Net Assets

Down

$19,308

Down $333 (-1.7%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$31,119

Down $3,974 (-11%) from 2019

Expenses

Down

$31,452

Down $13,287 (-30%) from 2019

Net Income

Up

-$333

Up $9,313 (+97%) from 2019

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2012: $34,497Liabilities 2012: $02012Assets 2013: $20,730Liabilities 2013: $02013Assets 2014: $35,481Liabilities 2014: $02014Assets 2015: $34,114Net Assets 2015: $34,1142015Assets 2016: $43,857Net Assets 2016: $43,8572016Assets 2017: $53,878Net Assets 2017: $53,8782017Assets 2018: $29,287Net Assets 2018: $29,2872018Assets 2019: $19,641Net Assets 2019: $19,6412019Assets 2020: $19,308Net Assets 2020: $19,3082020Assets 2021: $12,687Net Assets 2021: $12,6872021Assets 2022: $14,574Net Assets 2022: $14,5742022Assets 2023: $18,761Net Assets 2023: $18,7612023Assets 2024: $25,901Net Assets 2024: $25,9012024

Highlighted filing

2020

Assets$19,308
Liabilities-
Net Assets$19,308

Operations Trend

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

$100K$50K$0-$50KRevenue 2012: $41,688Expenses 2012: $56,080Net Income 2012: -$14,3922012Revenue 2013: $37,825Expenses 2013: $51,592Net Income 2013: -$13,7672013Revenue 2014: $41,825Expenses 2014: $27,074Net Income 2014: $14,7512014Revenue 2015: $34,257Expenses 2015: $35,624Net Income 2015: -$1,3672015Revenue 2016: $71,805Expenses 2016: $62,062Net Income 2016: $9,7432016Revenue 2017: $57,334Expenses 2017: $47,313Net Income 2017: $10,0212017Revenue 2018: $21,484Expenses 2018: $46,075Net Income 2018: -$24,5912018Revenue 2019: $35,093Expenses 2019: $44,739Net Income 2019: -$9,6462019Revenue 2020: $31,119Expenses 2020: $31,452Net Income 2020: -$3332020Revenue 2021: $5,804Expenses 2021: $12,425Net Income 2021: -$6,6212021Revenue 2022: $19,923Expenses 2022: $18,036Net Income 2022: $1,8872022Revenue 2023: $20,395Expenses 2023: $16,208Net Income 2023: $4,1872023Revenue 2024: $37,814Expenses 2024: $30,674Net Income 2024: $7,1402024

Highlighted filing

2020

Revenue$31,119
Expenses$31,452
Net Income-$333
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Aug 7, 2020
Return Version
2019v5.0
Gross Receipts
$82,302
Mission and Program Overview

Mission

To provide for the needs of the students and educators of the applegate elementary school, including enrichmrnt programs, assemblies, and art and cultural programs. (approximately 500 students and 100 educators)

To provide for the needs of the students and educators of the applegate elementary school, including enrichment programs, assemblies, and art and cultural programs. (approximately 500 students and 100 educators)

Program Services

DescriptionGrantsExpenses
5TH GRADE CELEBRATION, AGENDAS, ART SHOWS, FOLDERS, SCHOOL GIFTS, HONORARIA, KINDERGARTEN ORIENTATION, PROGRAMS/ASSEMBLIES, STAFF GIFTS, TEACHER APPRECIATION, MISCELLANEOUS EXPENSES-$31,452
5TH GRADE CELEBRATION, AGENDAS, ART SHOWS, FOLDERS, SCHOOL GIFTS,HONORARIA, KINDERGARTEN ORIENTATION, PROGRAMS/ASSEMBLIES,STAFF GIFTS, TEACHER APPRECIATION, MISCELLANEOUS EXPENSES--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARIA BARALUSPresidentPT$0--
DIHANA KARCESecretaryPT$0--
GWEN BAINTreasurerPT$0--
TRACY HEALYVice PresidePT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Other Events$36,374$36,374$25,004$11,370
Ladies Fundrais$16,625$16,625$4,996$11,629
Total Events$79,485$79,485$51,183$28,302
Filing and Contact Details

Filer

Filer Name
Applegate School Association
EIN
51-0188829
Phone
7324315460
Address
47 JEANNE BRENNAN DRIVE, FREEHOLD, NJ 07728

Signing Officer

Name
Gwen Bain
Title
Treasurer
Phone
7324315460
Signed
2020-08-07

Preparer

Firm
Peter & Roseanne Bozzo Pc
Address
122 PRINCETON OVAL, FREEHOLD, NJ 07728
Preparer
Roseanne Bozzo
Phone
7324090586
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses 5th grade celebration 954 agendas/folders 1,248 art shows/science fair 1,138 bank charges/fees 595 field trips 5,331 honoraria 12,526 merchant fees 582 professional fees 300 programs/assemblies 2,375 school gifts/mgt expenses 3,349 teacher appreciation 2,509 turkey trot 545 total 31,452

Form 990-ez, Part III

To provide for the needs of the students and educators of the applegate elementary school, including enrichment programs, assemblies, and art and cultural programs. (approximately 500 students and 100 educators)

Form 990-ez, Part III, Line 31

5th grade celebration, agendas, art shows, folders, school gifts, honoraria, kindergarten orientation, programs/assemblies, staff gifts, teacher appreciation, miscellaneous expenses

Raw XML Appendix164 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/PersonNm0C RICHARD APPLEGATE SCHOOL
IRS990EZ/BooksInCareOfDetail/PhoneNum07324315460
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt047 JEANNE BRENNAN DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FREEHOLD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NJ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd007728
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt019641
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
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IRS990EZ/ExcessOrDeficitForYearAmt0-333
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/FundraisingGrossIncomeAmt079485
IRS990EZ/GrossReceiptsAmt082302
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02817
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt019641
IRS990EZ/NetAssetsOrFundBalancesEOYAmt019308
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt019641
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt019308
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt215.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARIA BARALUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DIHANA KARCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2GWEN BAIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TRACY HEALY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt031452
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE FOR THE NEEDS OF THE STUDENTS AND EDUCATORS OF THE APPLEGATE ELEMENTARY SCHOOL, INCLUDING ENRICHMENT PROGRAMS, ASSEMBLIES, AND ART AND CULTURAL PROGRAMS. (APPROXIMATELY 500 STUDENTS AND 100 EDUCATORS)
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt05TH GRADE CELEBRATION, AGENDAS, ART SHOWS, FOLDERS, SCHOOL GIFTS,HONORARIA, KINDERGARTEN ORIENTATION, PROGRAMS/ASSEMBLIES,STAFF GIFTS, TEACHER APPRECIATION, MISCELLANEOUS EXPENSES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt15TH GRADE CELEBRATION, AGENDAS, ART SHOWS, FOLDERS, SCHOOL GIFTS, HONORARIA, KINDERGARTEN ORIENTATION, PROGRAMS/ASSEMBLIES, STAFF GIFTS, TEACHER APPRECIATION, MISCELLANEOUS EXPENSES
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt031452
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt051183
IRS990EZ/SpecialEventsNetIncomeLossAmt028302
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NJ
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt031452
IRS990EZ/TotalProgramServiceExpensesAmt031452
IRS990EZ/TotalRevenueAmt031119
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.FREEHOLDTWP.K12.NJ.US/APPLEGATE
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02817
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03826
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04172
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt04050
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03176
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt018041
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt079485
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt091749
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt069584
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0153970
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0189683
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0584471
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt095575
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt073756
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0158020
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0192859
IRS990ScheduleA/Total509Grp/TotalAmt0602512
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt082302
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt095575
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt073756
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0158020
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0192859
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0602512
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt051183
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0OTHER EVENTS
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0LADIES FUNDRAIS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt036374
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt016625
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt026486
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt036374
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt016625
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt026486
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt021183
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt051183
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt025004
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt04996
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleG/StatesWhereGamingConductedCd0NJ
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES 5TH GRADE CELEBRATION 954 AGENDAS/FOLDERS 1,248 ART SHOWS/SCIENCE FAIR 1,138 BANK CHARGES/FEES 595 FIELD TRIPS 5,331 HONORARIA 12,526 MERCHANT FEES 582 PROFESSIONAL FEES 300 PROGRAMS/ASSEMBLIES 2,375 SCHOOL GIFTS/MGT EXPENSES 3,349 TEACHER APPRECIATION 2,509 TURKEY TROT 545 TOTAL 31,452
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO PROVIDE FOR THE NEEDS OF THE STUDENTS AND EDUCATORS OF THE APPLEGATE ELEMENTARY SCHOOL, INCLUDING ENRICHMENT PROGRAMS, ASSEMBLIES, AND ART AND CULTURAL PROGRAMS. (APPROXIMATELY 500 STUDENTS AND 100 EDUCATORS)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt25TH GRADE CELEBRATION, AGENDAS, ART SHOWS, FOLDERS, SCHOOL GIFTS, HONORARIA, KINDERGARTEN ORIENTATION, PROGRAMS/ASSEMBLIES, STAFF GIFTS, TEACHER APPRECIATION, MISCELLANEOUS EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/PersonNm0GWEN BAIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07324315460
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0APPLEGATE SCHOOL ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0APPL
ReturnHeader/Filer/EIN0510188829
ReturnHeader/Filer/PhoneNum07324315460
ReturnHeader/Filer/USAddress/AddressLine1Txt047 JEANNE BRENNAN DRIVE
ReturnHeader/Filer/USAddress/CityNm0FREEHOLD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007728
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0552D690AC934A263BD912B94A10110824569C4C7
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0148.74.120.162
ReturnHeader/FilingSecurityInformation/IPDt02020-08-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm022:11:26
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0223556362
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PETER & ROSEANNE BOZZO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0122 PRINCETON OVAL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FREEHOLD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007728
ReturnHeader/PreparerPersonGrp/PhoneNum07324090586
ReturnHeader/PreparerPersonGrp/PreparationDt02020-08-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROSEANNE BOZZO
ReturnHeader/ReturnTs02020-08-12T22:11:26-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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Filings