Civic Intelligence

Summerfield Elementary PTO Inc.

990EZ • Fiscal year 2020 • EIN 81-0998496

Jul 01, 2019 to Jun 30, 2020 • Filed on Sep 26, 2020

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

85th percentile

45%

Higher net margin than 85% of similar nonprofits.

2020 filings • NTEE B94 • <$500k nonprofits • Source year 2020

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.

2020 filings • NTEE B94 • <$500k nonprofits • Source year 2020

Asset Growth

95th percentile

138%

Faster asset growth than 95% of similar nonprofits.

2020 filings • NTEE B94 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

38th percentile

-31%

Faster revenue growth than 38% of similar nonprofits.

2020 filings • NTEE B94 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$9,541

Up $5,532 (+138%) from 2019

Net Assets

Up

$9,541

Up $5,532 (+138%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin85th percentile

Revenue

Down

$12,192

Down $5,587 (-31%) from 2019

Expenses

Down

$6,660

Down $17,731 (-73%) from 2019

Net Income

Up

$5,532

Up $12,144 (+184%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth95th 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

2020

Assets$9,541
Liabilities-
Net Assets$9,541
Open 2020 Filing

Operations Trend

Revenue Growth38th 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

2020

Revenue$12,192
Expenses$6,660
Net Income$5,532
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Sep 26, 2020
Return Version
2019v5.0
Gross Receipts
$19,996
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.-$3,446
Compensation and Service Providers
Top Officer Pay99th 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$5,270$5,270$3,110$2,160
Total Events$5,270$5,270$3,110$2,160
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
Phone
7329885200
Signed
2020-09-26
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 8

“Miscellaneous income 189 total 189”

Form 990-ez, Part I, Line 16

“Pie sale cost of goods sold 1,646 coffee fundraiser cost of goods sold 735 expenses 64 program services 3,446 fees 91 miscellaneous 378 total 6,360”

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 Appendix165 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/BOYAmt04009
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt09541
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0829
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05532
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0300
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt04009
IRS990EZ/Form990TotalAssetsGrp/EOYAmt09541
IRS990EZ/FundraisingGrossIncomeAmt016109
IRS990EZ/GrossReceiptsAmt019996
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt04009
IRS990EZ/NetAssetsOrFundBalancesEOYAmt09541
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt04009
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt09541
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/OtherExpensesTotalAmt06360
IRS990EZ/OtherRevenueTotalAmt0189
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/ProgramServiceRevenueAmt02868
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/ProgramServiceExpensesAmt03446
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt07804
IRS990EZ/SpecialEventsNetIncomeLossAmt08305
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NJ
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt06660
IRS990EZ/TotalProgramServiceExpensesAmt03446
IRS990EZ/TotalRevenueAmt012192
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0829
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0405
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt020459
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt021693
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt016109
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt025887
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt035544
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt040740
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt08513
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0126793
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt02868
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt06431
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt011033
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt06446
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt08963
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt035741
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0184227
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt019806
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt032723
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt046577
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt047186
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt037935
IRS990ScheduleA/Total509Grp/TotalAmt0184227
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt019807
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt032723
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt046577
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt047186
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt037935
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0184228
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt03110
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0KASTLE KREATION
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt05270
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt05270
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt05270
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt05270
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt02160
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03110
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03110
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISCELLANEOUS INCOME 189 TOTAL 189
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PIE SALE COST OF GOODS SOLD 1,646 COFFEE FUNDRAISER COST OF GOODS SOLD 735 EXPENSES 64 PROGRAM SERVICES 3,446 FEES 91 MISCELLANEOUS 378 TOTAL 6,360
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 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 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HEATHER MATSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07329885200
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-26
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/AtSubmissionCreationDeviceId07565CA103957AE7F46498C56A3FD24FB14C9674A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07565CA103957AE7F46498C56A3FD24FB14C9674A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt052.37.240.203
ReturnHeader/FilingSecurityInformation/IPDt02020-10-05
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm010:37:21
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/PreparationDt02020-10-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARIANNE CARADONIO
ReturnHeader/ReturnTs02020-10-05T10:37:21-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,541
Liabilities
-
Net assets
$9,541
Revenue
$12,192
Expenses
$6,660
Net income
$5,532
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