Civic Intelligence

Summerfield Elementary PTO Inc.

990EZ • Fiscal year 2019 • EIN 81-0998496

Jul 01, 2018 to Jun 30, 2019 • Filed on Sep 17, 2019

Organization ProfileN/A
1 Summerfield LaneNeptune, NJ 07753

(732) 776-2200

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

7th percentile

-37%

Higher net margin than 7% of similar nonprofits.

2019 filings • NTEE B94 • <$500k nonprofits • Source year 2019

Top Officer Pay

98th percentile

$0

Higher top officer pay than 98% of similar nonprofits.

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

2019 filings • NTEE B94 • <$500k nonprofits • Source year 2019

Asset Growth

3rd percentile

-62%

Faster asset growth than 3% of similar nonprofits.

2019 filings • NTEE B94 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

9th percentile

-37%

Faster revenue growth than 9% of similar nonprofits.

2019 filings • NTEE B94 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$4,009

Down $6,612 (-62%) from 2018

Net Assets

$4,009

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin7th percentile

Revenue

Down

$17,779

Down $10,564 (-37%) from 2018

Expenses

Down

$24,391

Down $9,650 (-28%) from 2018

Net Income

Down

-$6,612

Down $914 (-16%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

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

$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

2019

Assets$4,009
Liabilities-
Net Assets$4,009
Open 2019 Filing

Operations Trend

Revenue Growth9th percentile

Revenue, expenses, and net income across loaded years, with this 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

2019

Revenue$17,779
Expenses$24,391
Net Income-$6,612
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Sep 17, 2019
Return Version
2018v3.1
Gross Receipts
$32,723
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.-$20,814
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HEATHER MATSONPresidentPT$0--
DOROTHY ALVARADOVice PresidePT$0--
MICHELE NARCISOTreasurerPT$0--
JENNIFER MELTONSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Kastle Kreation$7,197$7,197$4,069$3,128
Total Events$7,197$7,197$4,069$3,128
Filing and Contact Details

Filer

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

Signing Officer

Name
Heather Matson
Title
President
Signed
2019-09-17
Discuss with paid preparer
Yes

Preparer

Firm
Fallon & Larsen 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 candies cost of goods sold 1,539 coffee fundraiser cost of goods sold 816 expenses 179 program services 20,814 fees 85 miscellaneous 658 total 24,091”

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 Appendix148 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/PersonNm0MICHELE NARCISO
IRS990EZ/BooksInCareOfDetail/PhoneNum07327762200
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt032 MARCY DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NEPTUNE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NJ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd007753
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt010621
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt04009
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0405
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-6612
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0300
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt010621
IRS990EZ/Form990TotalAssetsGrp/EOYAmt04009
IRS990EZ/FundraisingGrossIncomeAmt025887
IRS990EZ/GrossReceiptsAmt032723
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt010621
IRS990EZ/NetAssetsOrFundBalancesEOYAmt04009
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt010621
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt04009
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/PersonNm0HEATHER MATSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DOROTHY ALVARADO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MICHELE NARCISO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JENNIFER MELTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt024091
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/ProgramServiceRevenueAmt06431
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/ProgramServiceExpensesAmt020814
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt014944
IRS990EZ/SpecialEventsNetIncomeLossAmt010943
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NJ
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt024391
IRS990EZ/TotalProgramServiceExpensesAmt020814
IRS990EZ/TotalRevenueAmt017779
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0405
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt020459
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt020864
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt025887
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt035544
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt040740
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt08513
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0110684
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt06431
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt011033
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt06446
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt08963
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt032873
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt0164421
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt032723
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt046577
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt047186
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt037935
IRS990ScheduleA/Total509Grp/TotalAmt0164421
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt032723
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt046577
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt047186
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt037935
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0164421
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt04069
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0KASTLE KREATION
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt07197
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt07197
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt07197
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt07197
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt03128
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt04069
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04069
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OLD MONMOUTH CANDIES COST OF GOODS SOLD 1,539 COFFEE FUNDRAISER COST OF GOODS SOLD 816 EXPENSES 179 PROGRAM SERVICES 20,814 FEES 85 MISCELLANEOUS 658 TOTAL 24,091
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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HEATHER MATSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-09-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUMMERFIELD ELEMENTARY PTO INC
ReturnHeader/Filer/BusinessNameControlTxt0SUMM
ReturnHeader/Filer/EIN0810998496
ReturnHeader/Filer/USAddress/AddressLine1Txt01 SUMMERFIELD LANE
ReturnHeader/Filer/USAddress/CityNm0NEPTUNE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007753
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0CCCA9011C19B24D830D07A6325CD33DBF1792E80
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0639E43D7064DA110D86365B3D40C5518D435221F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02019-09-21
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm006:48:58
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0222981982
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FALLON & LARSEN 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/PreparationDt02019-09-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARIANNE CARADONIO
ReturnHeader/ReturnTs02019-09-21T06:48:58-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,009
Liabilities
-
Net assets
$4,009
Revenue
$17,779
Expenses
$24,391
Net income
-$6,612
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