Civic Intelligence

Richard E Byrd Home and School Association

990 • Fiscal year 2018 • EIN 54-2082676

Jul 01, 2017 to Jun 30, 2018 • Filed on May 14, 2019

640 Doremus AvenueGlen Rock, NJ 07452

(201) 445-7700

Siviq Scores

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

Liabilities / Assets

86th percentile

0.00x

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

2018 filings • NTEE B94 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

86th percentile

0.00x

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

2018 filings • NTEE B94 • <$500k nonprofits • Source year 2018

Net Margin

59th percentile

10%

Higher net margin than 59% of similar nonprofits.

2018 filings • NTEE B94 • <$500k nonprofits • Source year 2018

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.

2018 filings • NTEE B94 • <$500k nonprofits • Source year 2018

Asset Growth

61st percentile

14%

Faster asset growth than 61% of similar nonprofits.

2018 filings • NTEE B94 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

41st percentile

-5.4%

Faster revenue growth than 41% of similar nonprofits.

2018 filings • NTEE B94 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$70,681

Up $8,595 (+14%) from 2017

Net Assets

Up

$70,681

Up $8,595 (+14%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$81,961

Down $4,676 (-5.4%) from 2017

Expenses

Down

$73,366

Down $25,880 (-26%) from 2017

Net Income

Up

$8,595

Up $21,204 (+168%) from 2017

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2010: $78,794Liabilities 2010: $0Net Assets 2010: $78,7942010Assets 2011: $68,324Liabilities 2011: $0Net Assets 2011: $68,3242011Assets 2012: $99,883Liabilities 2012: $0Net Assets 2012: $99,8832012Assets 2013: $74,797Liabilities 2013: $0Net Assets 2013: $74,7972013Assets 2014: $80,745Liabilities 2014: $0Net Assets 2014: $80,7452014Assets 2015: $59,568Liabilities 2015: $0Net Assets 2015: $59,5682015Assets 2016: $74,695Liabilities 2016: $0Net Assets 2016: $74,6952016Assets 2017: $62,086Liabilities 2017: $0Net Assets 2017: $62,0862017Assets 2018: $70,681Liabilities 2018: $0Net Assets 2018: $70,6812018Assets 2019: $80,157Liabilities 2019: $0Net Assets 2019: $80,1572019Assets 2020: $86,069Liabilities 2020: $0Net Assets 2020: $86,0692020Assets 2021: $49,174Liabilities 2021: $0Net Assets 2021: $49,1742021Assets 2022: $66,854Liabilities 2022: $0Net Assets 2022: $66,8542022Assets 2023: $103,408Liabilities 2023: $0Net Assets 2023: $103,4082023Assets 2024: $115,666Liabilities 2024: $0Net Assets 2024: $115,6662024

Highlighted filing

2018

Assets$70,681
Liabilities$0
Net Assets$70,681

Operations Trend

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

$150K$100K$50K$0-$50KExpenses 2010: $49,5772010Revenue 2011: $67,233Expenses 2011: $77,703Net Income 2011: -$10,4702011Expenses 2012: $63,3322012Expenses 2013: $103,3592013Revenue 2014: $80,565Expenses 2014: $74,617Net Income 2014: $5,9482014Revenue 2015: $71,042Expenses 2015: $92,219Net Income 2015: -$21,1772015Revenue 2016: $79,266Expenses 2016: $64,139Net Income 2016: $15,1272016Revenue 2017: $86,637Expenses 2017: $99,246Net Income 2017: -$12,6092017Revenue 2018: $81,961Expenses 2018: $73,366Net Income 2018: $8,5952018Revenue 2019: $100,549Expenses 2019: $91,073Net Income 2019: $9,4762019Revenue 2020: $84,222Expenses 2020: $78,310Net Income 2020: $5,9122020Revenue 2021: $19,004Expenses 2021: $55,899Net Income 2021: -$36,8952021Revenue 2022: $89,717Expenses 2022: $72,037Net Income 2022: $17,6802022Revenue 2023: $130,474Expenses 2023: $93,920Net Income 2023: $36,5542023Revenue 2024: $105,529Expenses 2024: $93,271Net Income 2024: $12,2582024

Highlighted filing

2018

Revenue$81,961
Expenses$73,366
Net Income$8,595
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 14, 2019
Return Version
2017v2.2
Gross Receipts
$132,575
Mission and Program Overview

Mission

To engage in fundraising activities that directly support the education of Glen Rock's children.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$62,086$70,681▲ $8,595
Cash and Non-Interest-Bearing Accounts$26,467$40,199▲ $13,732
Savings and Temporary Cash Investments$35,619$30,482▼ $5,137
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$62,086$70,681▲ $8,595
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$62,086$70,681▲ $8,595
Total Liabilities and Net Assets / Fund Balance$62,086$70,681▲ $8,595
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jennifer LotaCo-president
Sharon TishcoCo-President
Alixandra SchaferVice President
Jennifer ChiangVice President
Jodie CraftVice President
Susan McNairVice President
Sara MacDonaldSecretary
Amy MortkoTreasurer
Lauren MunshowerWebmaster
Revenue and Support

Revenue Composition

Contributions and Grants
$3,975
Program Service Revenue
$54,149
Investment Income
$166
Other Revenue
$23,671
Change in Net Assets
$8,595
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$61,336
Grants and Similar Amounts Paid$12,030
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$12,030--$12,030
Office Expenses-$886-$886
Other Expenses$6,203$600-$600
Total Functional Expenses$70,905$2,461$0$73,366
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Richard E Byrd SchoolGlen Rock, NJ-school facilities enhancement$9,410
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$73,493
Fundraising Direct Expenses$50,052
Gaming Gross Income$792
Gaming Direct Expenses$562
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Byrd Ball/Byrd Broadway$17,454$17,454$10,215$7,239
pizza/bagel sales (other food items)$17,370$17,370$11,187$6,183
Total Events$54,226$54,226$38,008$16,218
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

A draft of the Form 990 is reviewed by treasurer prior to filing.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

the hsa puts relevant information about its activities on its website. Additionally, all registered members of the hsa get e-mail updates on a perpetual basis. As regards conflicts of interest issues, the hsa follows robert's rules of order. Moreover, there are no paid board positions as all officers are volunteers, so there is no need for a compensation policy.

Filing and Contact Details

Filer

Filer Name
Richard E Byrd Home & School Associatio
EIN
54-2082676
Phone
2014457700
Address
640 Doremus Avenue, Glen Rock, NJ 07452

Signing Officer

Name
Amy Mortko
Title
Treasurer
Signed
2019-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jennifer Lota
Legal Domicile
Nj
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
60

Preparer

Firm
Marc M Radin PC
Address
126 Valley Road Second Floor, Glen Rock, NJ 07452
Preparer
Marc Radin
Phone
2014931199
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

OTHER PROGRAM SERVICES 4: performance of an annual dance recital by the students of the dance school. OTHER PROGRAM SERVICES 5: Giving of charitable contributions to 501(c)3 organizations that help to achieve the ends of the Richard E Byrd Home & School Association (includes fighting drug abuse, domestic violence, disaster recovery) as well as other charitable organizations.

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IRS990/PYTotalExpensesAmt099246
IRS990/PYTotalRevenueAmt086637
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt08595
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt062086
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt070681
IRS990/SavingsAndTempCashInvstGrp/BOYAmt035619
IRS990/SavingsAndTempCashInvstGrp/EOYAmt030482
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03975
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02790
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02675
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02570
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02463
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt014473
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0166
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0113
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt044
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt070
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0200
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0593
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0127642
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0124184
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0129239
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0120269
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0131285
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0632619
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0166
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0113
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt044
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt070
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0200
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0593
IRS990ScheduleA/InvestmentIncomeCYPct00.00090
IRS990ScheduleA/InvestmentIncomePYPct00.00100
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99910
IRS990ScheduleA/PublicSupportPY509Pct00.99900
IRS990ScheduleA/PublicSupportTotal509Amt0647092
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0131617
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0126974
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0131914
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0122839
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0133748
IRS990ScheduleA/Total509Grp/TotalAmt0647092
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0131783
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0127087
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0131958
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0122909
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0133948
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0647685
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt038008
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Byrd Ball/Byrd Broadway
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0pizza/bagel sales (other food items)
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt017454
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt017370
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt019402
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt054226
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt017454
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt017370
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt019402
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt054226
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt016218
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt016606
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt038008
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt010215
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt011187
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt09410
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0school facilities enhancement
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Richard E Byrd School
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0640 Doremus Avenue
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Glen Rock
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NJ
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd007452
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER PROGRAM SERVICES 4: performance of an annual dance recital by the students of the dance school. OTHER PROGRAM SERVICES 5: Giving of charitable contributions to 501(c)3 organizations that help to achieve the ends of the Richard E Byrd Home & School Association (includes fighting drug abuse, domestic violence, disaster recovery) as well as other charitable organizations.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A draft of the Form 990 is reviewed by treasurer prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2the hsa puts relevant information about its activities on its website. Additionally, all registered members of the hsa get e-mail updates on a perpetual basis. As regards conflicts of interest issues, the hsa follows robert's rules of order. Moreover, there are no paid board positions as all officers are volunteers, so there is no need for a compensation policy.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 4d: Other Program Services Description
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NJ
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt062086
IRS990/TotalAssetsEOYAmt070681
IRS990/TotalAssetsGrp/BOYAmt062086

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$1.06$0.93$0.12
2023Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$1.30$0.94$0.37
2022Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.90$0.72$0.18
2021Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.19$0.56$0.37
2020Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.84$0.78$0.06
2019Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$1.01$0.91$0.09
2018Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.82$0.73$0.09
2017Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.87$0.99$0.13
2016Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.79$0.64$0.15
2015Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.71$0.92$0.21
2014Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.81$0.75$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.75$0.00$0.75$1.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.00$0.00$1.00$0.63
2011Summary only. Only limited summary data is available for this year.$0.68$0.00$0.68$0.67$0.78$0.10
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.79$0.00$0.79$0.50