Civic Intelligence

Summerfield Elementary PTO Inc

EIN 81-0998496 • 501(c)3 • Neptune, NJ

Profile

The summerfield elementary pto, inc. Organizes activities and events to benefit the students and families of summerfield elementary school.

1 Summerfield LaneNeptune, NJ 07753

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

54th percentile

3.9%

Higher net margin than 54% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

72nd percentile

14%

Faster asset growth than 72% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

42nd percentile

-8.2%

Faster revenue growth than 42% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$10,937

Up $1,354 (+14%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$10,937

Up $1,354 (+14%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin54th percentile

Revenue

Down

$34,902

Down $3,123 (-8.2%) from 2024

Expenses

Down

$33,548

Down $14,956 (-31%) from 2024

Net Income

Up

$1,354

Up $11,833 (+113%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth72nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30K$20K$10K$0Assets 2017: $16,319Liabilities 2017: $02017Assets 2018: $10,621Liabilities 2018: $02018Assets 2019: $4,009Net Assets 2019: $4,0092019Assets 2020: $9,541Net Assets 2020: $9,5412020Assets 2021: $7,352Net Assets 2021: $7,3522021Assets 2022: $14,827Net Assets 2022: $14,8272022Assets 2023: $20,062Net Assets 2023: $20,0622023Assets 2024: $9,583Net Assets 2024: $9,5832024Assets 2025: $10,937Net Assets 2025: $10,9372025

Highlighted filing

2025

Assets$10,937
Liabilities-
Net Assets$10,937
Open 2025 Filing

Operations Trend

Revenue Growth42nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20KRevenue 2017: $24,601Expenses 2017: $21,308Net Income 2017: $3,2932017Revenue 2018: $28,343Expenses 2018: $34,041Net Income 2018: -$5,6982018Revenue 2019: $17,779Expenses 2019: $24,391Net Income 2019: -$6,6122019Revenue 2020: $12,192Expenses 2020: $6,660Net Income 2020: $5,5322020Revenue 2021: $815Expenses 2021: $3,004Net Income 2021: -$2,1892021Revenue 2022: $27,536Expenses 2022: $20,061Net Income 2022: $7,4752022Revenue 2023: $20,171Expenses 2023: $14,936Net Income 2023: $5,2352023Revenue 2024: $38,025Expenses 2024: $48,504Net Income 2024: -$10,4792024Revenue 2025: $34,902Expenses 2025: $33,548Net Income 2025: $1,3542025

Highlighted filing

2025

Revenue$34,902
Expenses$33,548
Net Income$1,354
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,937
Liabilities
-
Net assets
$10,937
Revenue
$34,902
Expenses
$33,548
Net income
$1,354
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$10.9$10.9$34.9$33.5$1.35
2024Detailed filing. Detailed filing data is available for this year.$9.58$9.58$38.0$48.5$10.5
2023Detailed filing. Detailed filing data is available for this year.$20.1$20.1$20.2$14.9$5.24
2022Detailed filing. Detailed filing data is available for this year.$14.8$14.8$27.5$20.1$7.48
2021Detailed filing. Detailed filing data is available for this year.$7.35$7.35$0.82$3.00$2.19
2020Detailed filing. Detailed filing data is available for this year.$9.54$9.54$12.2$6.66$5.53
2019Detailed filing. Detailed filing data is available for this year.$4.01$4.01$17.8$24.4$6.61
2018Summary only. Only limited summary data is available for this year.$10.6$0.00$28.3$34.0$5.70
2017Summary only. Only limited summary data is available for this year.$16.3$0.00$24.6$21.3$3.29
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jul 23, 2025
Return Version
2024v5.0
Gross Receipts
$54,298
Mission and Program Overview

Mission

The summerfield elementary pto, inc. Organizes activities and events to benefit the students and families of summerfield elementary school.

Program Services

DescriptionGrantsExpenses
THE SUMMERFIELD ELEMENTARY PTO, INC. ORGANIZES AND SUPPORTS ACTIVITIES AND EVENTS SUCH AS FIELD DAY, FIELD TRIPS, DANCES, ETC. FOR THE STUDENTS AND FAMILIES OF THE SUMMERFIELD ELEMENTARY SCHOOL.-$29,709
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL HOFFMANVice PresidePT$0--
GABI BRUNOPresidentPT$0--
JESSICA JONSETreasurerPT$0--
STEPHANIE WIEMKENSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Read a Thon$13,095$13,095$356$12,739
Book Fair$10,290$10,290$8,464$1,826
Total Events$30,243$30,243$14,359$15,884
Filing and Contact Details

Filer

Filer Name
Summerfield Elementary Pto Inc
EIN
81-0998496
Phone
7327762200
Address
1 SUMMERFIELD LANE, NEPTUNE, NJ 07753

Signing Officer

Name
Jessica Jonse
Title
Treasurer
Phone
7329885200
Signed
2025-07-23
Discuss with paid preparer
Yes

Preparer

Firm
Fallon & Company Llp
Address
1390 STATE ROUTE 36 STE 102, HAZLET, NJ 07730
Preparer
Marianne Caradonio
Phone
7328882070
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Old monmouth candy cost of goods sold 852 pies cost of goods sold 1,537 expenses 620 340 program services 29,709 fees 55 miscellaneous 435 total 33,548”

Form 990-ez, Part III

“The summerfield elementary pto, inc. Organizes activities and events to benefit the students and families of summerfield elementary school.”

Raw XML Appendix172 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/PersonNm0JESSICA JONSE
IRS990EZ/BooksInCareOfDetail/PhoneNum07327762200
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01 SUMMERFIELD LANE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NEPTUNE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NJ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd007753
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt09583
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt010937
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IRS990EZ/ContributionsGiftsGrantsEtcAmt0309
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01354
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IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt09583
IRS990EZ/NetAssetsOrFundBalancesEOYAmt010937
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt010937
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MICHAEL HOFFMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GABI BRUNO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JESSICA JONSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3STEPHANIE WIEMKEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt033548
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE SUMMERFIELD ELEMENTARY PTO, INC. ORGANIZES ACTIVITIES AND EVENTS TO BENEFIT THE STUDENTS AND FAMILIES OF SUMMERFIELD ELEMENTARY SCHOOL.
IRS990EZ/ProgramServiceRevenueAmt010323
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE SUMMERFIELD ELEMENTARY PTO, INC. ORGANIZES AND SUPPORTS ACTIVITIES AND EVENTS SUCH AS FIELD DAY, FIELD TRIPS, DANCES, ETC. FOR THE STUDENTS AND FAMILIES OF THE SUMMERFIELD ELEMENTARY SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt029709
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt019396
IRS990EZ/SpecialEventsNetIncomeLossAmt024269
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NJ
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt033548
IRS990EZ/TotalProgramServiceExpensesAmt029709
IRS990EZ/TotalRevenueAmt034902
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0309
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02422
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02432
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt05163
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt09
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt013
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt043665
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt038424
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt022544
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt026916
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0754
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0132303
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt010323
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt04306
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt02817
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt01832
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt019278
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt09
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt013
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt0156744
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt054297
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt045152
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt025361
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt031180
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IRS990ScheduleA/Total509Grp/TotalAmt0156744
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt054298
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0156757
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt014359
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0READ A THON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt013095
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt010290
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt06858
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt030243
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt013095
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt010290
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt06858
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt030243
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt015884
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt05539
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0356
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt08464
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OLD MONMOUTH CANDY COST OF GOODS SOLD 852 PIES COST OF GOODS SOLD 1,537 EXPENSES 620 340 PROGRAM SERVICES 29,709 FEES 55 MISCELLANEOUS 435 TOTAL 33,548
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE SUMMERFIELD ELEMENTARY PTO, INC. ORGANIZES ACTIVITIES AND EVENTS TO BENEFIT THE STUDENTS AND FAMILIES OF SUMMERFIELD ELEMENTARY SCHOOL.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JESSICA JONSE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07329885200
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUMMERFIELD ELEMENTARY PTO INC
ReturnHeader/Filer/BusinessNameControlTxt0SUMM
ReturnHeader/Filer/EIN0810998496
ReturnHeader/Filer/PhoneNum07327762200
ReturnHeader/Filer/USAddress/AddressLine1Txt01 SUMMERFIELD LANE
ReturnHeader/Filer/USAddress/CityNm0NEPTUNE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007753
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0222981982
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FALLON & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01390 STATE ROUTE 36 STE 102
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HAZLET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007730
ReturnHeader/PreparerPersonGrp/PhoneNum07328882070
ReturnHeader/PreparerPersonGrp/PreparationDt02025-07-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARIANNE CARADONIO
ReturnHeader/ReturnTs02025-07-23T13:57:35-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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