Civic Intelligence

Applegate School Association

990EZ • Fiscal year 2023 • EIN 51-0188829

Jul 01, 2022 to Jun 30, 2023 • Filed on Oct 25, 2023

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

74th percentile

21%

Higher net margin than 74% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

78th percentile

29%

Faster asset growth than 78% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

47th percentile

2.4%

Faster revenue growth than 47% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$18,761

Up $4,187 (+29%) from 2022

Net Assets

Up

$18,761

Up $4,187 (+29%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$20,395

Up $472 (+2.4%) from 2022

Expenses

Down

$16,208

Down $1,828 (-10%) from 2022

Net Income

Up

$4,187

Up $2,300 (+122%) from 2022

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

2023

Assets$18,761
Liabilities-
Net Assets$18,761

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

2023

Revenue$20,395
Expenses$16,208
Net Income$4,187
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 25, 2023
Return Version
2022v5.0
Gross Receipts
$72,905
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-$16,208
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--
FRANCINE MASUCCISecretaryPT$0--
GWEN BAINTreasurerPT$0--
TRACY HEALYVice PresidePT$0--
NICOLE REHBERGVice PresidePT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gift Cards$12,095$12,095$11,373$722
Book Fair$11,095$11,095$8,458$2,637
Total Events$68,195$68,195$52,510$15,685
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
2023-10-25

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 administrative expenses 89 agendas/folders 922 bank charges/fees 161 class trips 630 filing fees 60 honoraria 7,000 membership 558 miscellaneous expenses 2,377 professional fees 300 programming 2,000 teacher appreciation 2,111 total 16,208

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
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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/BOYAmt014574
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
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IRS990EZ/GrossReceiptsAmt072905
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt04710
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt014574
IRS990EZ/NetAssetsOrFundBalancesEOYAmt018761
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt014574
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt018761
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt215.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARIA BARALUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1FRANCINE MASUCCI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2GWEN BAIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TRACY HEALY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4NICOLE REHBERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE PRESIDE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt016208
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/ProgramServiceExpensesAmt016208
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt052510
IRS990EZ/SpecialEventsNetIncomeLossAmt015685
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NJ
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt016208
IRS990EZ/TotalProgramServiceExpensesAmt016208
IRS990EZ/TotalRevenueAmt020395
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.FREEHOLDTWP.K12.NJ.US/APPLEGATE
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0925
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03826
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt072905
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt023858
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt082302
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt011095
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt045005
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt012095
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt032679
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt011373
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt08458
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt05
IRS990ScheduleG/StatesWhereGamingConductedCd0NJ
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADMINISTRATIVE EXPENSES 89 AGENDAS/FOLDERS 922 BANK CHARGES/FEES 161 CLASS TRIPS 630 FILING FEES 60 HONORARIA 7,000 MEMBERSHIP 558 MISCELLANEOUS EXPENSES 2,377 PROFESSIONAL FEES 300 PROGRAMMING 2,000 TEACHER APPRECIATION 2,111 TOTAL 16,208
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/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0GWEN BAIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07324315460
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-25
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/IRSResponsiblePrtyInfoCurrInd0false
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/PreparationDt02023-11-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROSEANNE BOZZO
ReturnHeader/ReturnTs02023-11-01T14:22:07-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GWEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BAIN
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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Filings