Civic Intelligence

Summerfield Elementary PTO Inc.

990EZ • Fiscal year 2024 • EIN 81-0998496

Jul 01, 2023 to Jun 30, 2024 • Filed on Jul 10, 2024

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

17th percentile

-28%

Higher net margin than 17% of similar nonprofits.

2024 filings • NTEE B94 • <$500k nonprofits • Source year 2024

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.

2024 filings • NTEE B94 • <$500k nonprofits • Source year 2024

Asset Growth

6th percentile

-52%

Faster asset growth than 6% of similar nonprofits.

2024 filings • NTEE B94 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

92nd percentile

89%

Faster revenue growth than 92% of similar nonprofits.

2024 filings • NTEE B94 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$9,583

Down $10,479 (-52%) from 2023

Net Assets

Down

$9,583

Down $10,479 (-52%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin17th percentile

Revenue

Up

$38,025

Up $17,854 (+89%) from 2023

Expenses

Up

$48,504

Up $33,568 (+225%) from 2023

Net Income

Down

-$10,479

Down $15,714 (-300%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth6th 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

2024

Assets$9,583
Liabilities-
Net Assets$9,583
Open 2024 Filing

Operations Trend

Revenue Growth92nd 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

2024

Revenue$38,025
Expenses$48,504
Net Income-$10,479
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Jul 10, 2024
Return Version
2023v5.0
Gross Receipts
$45,161
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.-$42,169
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL HOFFMANPresidentPT$0--
GABI BRUNOVice PresidePT$0--
MICHELE NARCISOTreasurerPT$0--
JEANNE MITEVSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Read a Thon$14,165$14,165$453$13,712
Total Events$14,165$14,165$453$13,712
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
Michele Narciso
Title
Treasurer
Phone
7329885200
Signed
2024-07-10
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 1,580 pies cost of goods sold 2,487 expenses 1,678 260 program services 42,169 fees 30 total 48,204”

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
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IRS990EZ/BooksInCareOfDetail/PhoneNum07327762200
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01 SUMMERFIELD LANE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NEPTUNE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NJ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd007753
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt020062
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt09583
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
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IRS990EZ/ExcessOrDeficitForYearAmt0-10479
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0300
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/FundraisingGrossIncomeAmt038424
IRS990EZ/GrossReceiptsAmt045161
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt09
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt020062
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt09583
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MICHAEL HOFFMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GABI BRUNO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MICHELE NARCISO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JEANNE MITEV
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt048204
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/ProgramServiceRevenueAmt04306
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/ProgramServiceExpensesAmt042169
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt07136
IRS990EZ/SpecialEventsNetIncomeLossAmt031288
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NJ
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt048504
IRS990EZ/TotalProgramServiceExpensesAmt042169
IRS990EZ/TotalRevenueAmt038025
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02422
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02432
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0829
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt05683
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt09
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt013
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt038424
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt022544
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt026916
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0754
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt016109
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0104747
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt04306
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt02817
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt01832
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt02868
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt011823
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt09
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt013
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0122253
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt045152
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt025361
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt031180
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0754
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt019806
IRS990ScheduleA/Total509Grp/TotalAmt0122253
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt045161
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt025362
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt031181
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0755
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt019807
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0122266
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0453
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0READ A THON
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt014165
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt014165
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt014165
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt014165
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt013712
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0453
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0453
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OLD MONMOUTH CANDY COST OF GOODS SOLD 1,580 PIES COST OF GOODS SOLD 2,487 EXPENSES 1,678 260 PROGRAM SERVICES 42,169 FEES 30 TOTAL 48,204
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/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHELE NARCISO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07329885200
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-07-10
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/PreparationDt02024-10-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARIANNE CARADONIO
ReturnHeader/ReturnTs02024-10-01T08:22:00-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,583
Liabilities
-
Net assets
$9,583
Revenue
$38,025
Expenses
$48,504
Net income
-$10,479
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