Civic Intelligence

Summerfield Elementary PTO Inc.

990EZ • Fiscal year 2022 • EIN 81-0998496

Jul 01, 2021 to Jun 30, 2022 • Filed on Aug 22, 2022

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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

65th percentile

27%

Higher net margin than 65% of similar nonprofits.

2022 filings • NTEE B94 • <$500k nonprofits • Source year 2022

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.

2022 filings • NTEE B94 • <$500k nonprofits • Source year 2022

Asset Growth

92nd percentile

102%

Faster asset growth than 92% of similar nonprofits.

2022 filings • NTEE B94 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

98th percentile

3279%

Faster revenue growth than 98% of similar nonprofits.

2022 filings • NTEE B94 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$14,827

Up $7,475 (+102%) from 2021

Net Assets

Up

$14,827

Up $7,475 (+102%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin65th percentile

Revenue

Up

$27,536

Up $26,721 (+3279%) from 2021

Expenses

Up

$20,061

Up $17,057 (+568%) from 2021

Net Income

Up

$7,475

Up $9,664 (+441%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth92nd 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

2022

Assets$14,827
Liabilities-
Net Assets$14,827
Open 2022 Filing

Operations Trend

Revenue Growth98th 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

2022

Revenue$27,536
Expenses$20,061
Net Income$7,475
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Aug 22, 2022
Return Version
2021v4.0
Gross Receipts
$31,181
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.-$9,463
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER MCKINLEYPresidentPT$0--
DOROTHY ALVARADOVice PresidePT$0--
MICHELE NARCISOTreasurerPT$0--
MICHAEL HOFFMANSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundraiser$8,962$8,962-$8,962
Read a Thon$7,956$7,956$392$7,564
Total Events$16,918$16,918$392$16,526
Filing and Contact Details

Filer

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

Signing Officer

Name
Jennifer Mckinley
Title
President
Phone
7329885200
Signed
2022-08-22
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

“Fall fundraiser cost of goods sold 5,843 spring fundraiser cost of goods sold 3,961 expenses 173 260 program services 9,463 fees 61 total 19,761”

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 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
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/BOYAmt07352
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt014827
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02432
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07475
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0300
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt07352
IRS990EZ/Form990TotalAssetsGrp/EOYAmt014827
IRS990EZ/FundraisingGrossIncomeAmt026916
IRS990EZ/GrossReceiptsAmt031181
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt07352
IRS990EZ/NetAssetsOrFundBalancesEOYAmt014827
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt07352
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt014827
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/PersonNm0JENNIFER MCKINLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DOROTHY ALVARADO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MICHELE NARCISO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MICHAEL HOFFMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt019761
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/ProgramServiceRevenueAmt01832
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/ProgramServiceExpensesAmt09463
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt03645
IRS990EZ/SpecialEventsNetIncomeLossAmt023271
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NJ
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt020061
IRS990EZ/TotalProgramServiceExpensesAmt09463
IRS990EZ/TotalRevenueAmt027536
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02432
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0829
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0405
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03666
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt03
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt026916
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0754
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt016109
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt025887
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt035544
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0105210
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt01832
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt02868
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt06431
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt011033
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt022164
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt03
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0131040
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt031180
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0754
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt019806
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt032723
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt046577
IRS990ScheduleA/Total509Grp/TotalAmt0131040
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt031181
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0755
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt019807
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt032723
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt046577
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0131043
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0392
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FALL FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0READ A THON
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt08962
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt07956
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt016918
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt08962
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt07956
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt016918
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt016526
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0392
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0392
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FALL FUNDRAISER COST OF GOODS SOLD 5,843 SPRING FUNDRAISER COST OF GOODS SOLD 3,961 EXPENSES 173 260 PROGRAM SERVICES 9,463 FEES 61 TOTAL 19,761
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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER MCKINLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07329885200
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-08-22
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/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/PreparationDt02022-08-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARIANNE CARADONIO
ReturnHeader/ReturnTs02022-08-22T13:15:39-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JENNIFER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MCKINLEY
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,827
Liabilities
-
Net assets
$14,827
Revenue
$27,536
Expenses
$20,061
Net income
$7,475
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