Civic Intelligence

Charles H Bullock PTA

EIN 22-3067893 • 501(c)3 • Montclair, NJ

Profile

Provide assistance and support to teachers in the purchase of supplies and funding of programs. Provide curriculum support and financial aid to families to encourage participation in school events. Provide funds for teacher appreciation, hospitality and community building.

55 Washington StreetMontclair, NJ 07043

www.bullockpta.org

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

74th percentile

19%

Higher net margin than 74% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

85th percentile

41%

Faster asset growth than 85% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

87th percentile

62%

Faster revenue growth than 87% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$120,127

Up $777 (+0.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$120,127

Up $777 (+0.7%) from 2023

Revenue

Up

$290,725

Up $104,997 (+57%) from 2023

Expenses

Up

$233,070

Up $82,660 (+55%) from 2023

Net Income

Up

$57,655

Up $22,337 (+63%) from 2023

Trend Graphs

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2012: $83,301Liabilities 2012: $02012Assets 2013: $89,003Liabilities 2013: $0Net Assets 2013: $89,0032013Assets 2014: $99,056Liabilities 2014: $0Net Assets 2014: $99,0562014Assets 2015: $129,050Liabilities 2015: $0Net Assets 2015: $129,0502015Assets 2016: $128,086Liabilities 2016: $0Net Assets 2016: $128,0862016Assets 2017: $137,930Liabilities 2017: $0Net Assets 2017: $137,9302017Assets 2018: $119,114Liabilities 2018: $0Net Assets 2018: $119,1142018Assets 2019: $112,359Liabilities 2019: $0Net Assets 2019: $112,3592019Assets 2021: $97,066Liabilities 2021: $0Net Assets 2021: $97,0662021Assets 2022: $84,583Liabilities 2022: $0Net Assets 2022: $84,5832022Assets 2023: $119,350Liabilities 2023: $0Net Assets 2023: $119,3502023Assets 2025: $120,127Liabilities 2025: $0Net Assets 2025: $120,1272025

Highlighted filing

2025

Assets$120,127
Liabilities$0
Net Assets$120,127

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2012: $96,831Expenses 2012: $70,462Net Income 2012: $26,3692012Revenue 2013: $103,075Expenses 2013: $97,373Net Income 2013: $5,7022013Revenue 2014: $136,352Expenses 2014: $126,299Net Income 2014: $10,0532014Revenue 2015: $156,530Expenses 2015: $126,536Net Income 2015: $29,9942015Revenue 2016: $140,620Expenses 2016: $141,584Net Income 2016: -$9642016Revenue 2017: $154,942Expenses 2017: $145,098Net Income 2017: $9,8442017Revenue 2018: $156,507Expenses 2018: $175,323Net Income 2018: -$18,8162018Revenue 2019: $188,756Expenses 2019: $191,336Net Income 2019: -$2,5802019Revenue 2021: $54,187Expenses 2021: $78,197Net Income 2021: -$24,0102021Revenue 2022: $114,706Expenses 2022: $131,275Net Income 2022: -$16,5692022Revenue 2023: $185,728Expenses 2023: $150,410Net Income 2023: $35,3182023Revenue 2025: $290,725Expenses 2025: $233,070Net Income 2025: $57,6552025

Highlighted filing

2025

Revenue$290,725
Expenses$233,070
Net Income$57,655

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$2.91$2.33$0.58
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.19$0.00$1.19$1.86$1.50$0.35
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.85$0.00$0.85$1.15$1.31$0.17
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.97$0.00$0.97$0.54$0.78$0.24
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.12$0.00$1.12$1.89$1.91$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.19$0.00$1.19$1.57$1.75$0.19
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.38$0.00$1.38$1.55$1.45$0.10
2016Summary only. Only limited summary data is available for this year.$1.28$0.00$1.28$1.41$1.42$0.01
2015Summary only. Only limited summary data is available for this year.$1.29$0.00$1.29$1.57$1.27$0.30
2014Summary only. Only limited summary data is available for this year.$0.99$0.00$0.99$1.36$1.26$0.10
2013Summary only. Only limited summary data is available for this year.$0.89$0.00$0.89$1.03$0.97$0.06
2012Summary only. Only limited summary data is available for this year.$0.83$0.00$0.97$0.70$0.26
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Dec 15, 2025
Return Version
2024v5.0
Gross Receipts
$290,725
Mission and Program Overview

Mission

Provide assistance and support to teachers in the purchase of supplies and funding of programs. Provide curriculum support and financial aid to families to encourage participation in school events. Provide funds for teacher appreciatin, hospitality and community building.

Provide assistance and support to teachers in the purchase of supplies and funding of programs. Provide curriculum support and financial aid to families to encourage participation in school events. Provide funds for teacher appreciation, hospitality and community building.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments-$75,014-
Cash and Non-Interest-Bearing Accounts$68,106$45,113▼ $22,993
Total Assets$68,106$120,127▲ $52,021
Liabilities
Accounts Payable and Accrued Expenses$5,634--
Total Liabilities$5,634$0▼ $5,634
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$62,472$120,127▲ $57,655
Total Net Assets Fund Balance$62,472$120,127▲ $57,655
Total Liabilities and Net Assets / Fund Balance$68,106$120,127▲ $52,021
Compensation and Service Providers

Board Members and Trustees

NameTitle
Colleen HornungCo-president
Risa WhippleCo-president
Juliana NeuspielCo-vice Pres
Madeleine Ciliotta-youngCo-vice Pres
Michelle Kurlan SchneiderSecretary
Gabrielle OsorioTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$7,965
Program Service Revenue
$282,760
Investment Income
$0
Other Revenue
$0
All Other Contributions
$6,689
Change in Net Assets
$57,655
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$233,070
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$71,877--$71,877
Other Expenses$13,570--$13,570
Fees for Services Accounting$320--$320
Insurance$260--$260
Fees for Services Other-$12-$12
Total Functional Expenses$233,058$12$0$233,070
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Charles H Bullock Pta
EIN
22-3067893
Phone
9735094522
Address
55 WASHINGTON STREET, MONTCLAIR, NJ 07043

Signing Officer

Name
Gabrielle Osorio
Title
Treasurer
Phone
9735094522
Signed
2025-12-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gabrielle Osorio
Voting Board Members
6
Independent Board Members
6
Employees
0

Preparer

Firm
Joseph a Mazziotti CPA LLC
Address
195 FAIRFIELD AVENUE SUITE 4C, WEST CALDWELL, NJ 07006
Preparer
Joseph a Mazziotti
Phone
9732266340
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

Provide assistance and support to teachers in the purchase of supplies and funding of programs. Provide curriculum support and financial aid to families to encourage participation in school events. Provide funds for teacher appreciation, hospitality and community building.

Form 990, Page 2, Part III, Line 4D

To support student education and development at charles h. Bullock school in montclair, nj.

Form 990, Part IX, Line 24E

4th grade camping trip 9,948 0 0 field day 8,137 0 0 watchung book sellers 6,126 0 0 5th grade moving up 5,867 0 0 classroom supplies 5,345 0 0 spiritwear 5,025 0 0 book fairs 4,028 0 0 staff gifts 3,832 0 0 5th grade thanksgiving pi 3,049 0 0 teacher appreciation 2,345 0 0 art in residence 1,800 0 0 back to school lunch 1,671 0 0 4th grade skating 1,668 0 0 eco fair 1,449 0 0 family dance 1,418 0 0 mlk day 1,219 0 0 pancake breakfast 1,032 0 0 miscellaneous 985 0 0 family picnics 980 0 0 meeting expenses 896 0 0 fall pumpkin patch 750 0 0 back to school events 738 0 0 5th grade amarillis sales 659 0 0 fall parent gathering 651 0 0 talent show 504 0 0 4th grade movie night 406 0 0 pta mini grant 395 0 0 cookie banquet 331 0 0 montclair pta dues 212 0 0 spring concert bouquet 203 0 0 international food night 127 0 0 school tours 61 0 0 membership dues 20 0 0 total 71,877 0 0

Raw XML Appendix323 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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IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROVIDE ASSISTANCE AND SUPPORT TO TEACHERS IN THE PURCHASE OF SUPPLIES AND FUNDING OF PROGRAMS. PROVIDE CURRICULUM SUPPORT AND FINANCIAL AID TO FAMILIES TO ENCOURAGE PARTICIPATION IN SCHOOL EVENTS. PROVIDE FUNDS FOR TEACHER APPRECIATION, HOSPITALITY AND COMMUNITY BUILDING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO SUPPORT STUDENT EDUCATION AND DEVELOPMENT AT CHARLES H. BULLOCK SCHOOL IN MONTCLAIR, NJ.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt44TH GRADE CAMPING TRIP 9,948 0 0 FIELD DAY 8,137 0 0 WATCHUNG BOOK SELLERS 6,126 0 0 5TH GRADE MOVING UP 5,867 0 0 CLASSROOM SUPPLIES 5,345 0 0 SPIRITWEAR 5,025 0 0 BOOK FAIRS 4,028 0 0 STAFF GIFTS 3,832 0 0 5TH GRADE THANKSGIVING PI 3,049 0 0 TEACHER APPRECIATION 2,345 0 0 ART IN RESIDENCE 1,800 0 0 BACK TO SCHOOL LUNCH 1,671 0 0 4TH GRADE SKATING 1,668 0 0 ECO FAIR 1,449 0 0 FAMILY DANCE 1,418 0 0 MLK DAY 1,219 0 0 PANCAKE BREAKFAST 1,032 0 0 MISCELLANEOUS 985 0 0 FAMILY PICNICS 980 0 0 MEETING EXPENSES 896 0 0 FALL PUMPKIN PATCH 750 0 0 BACK TO SCHOOL EVENTS 738 0 0 5TH GRADE AMARILLIS SALES 659 0 0 FALL PARENT GATHERING 651 0 0 TALENT SHOW 504 0 0 4TH GRADE MOVIE NIGHT 406 0 0 PTA MINI GRANT 395 0 0 COOKIE BANQUET 331 0 0 MONTCLAIR PTA DUES 212 0 0 SPRING CONCERT BOUQUET 203 0 0 INTERNATIONAL FOOD NIGHT 127 0 0 SCHOOL TOURS 61 0 0 MEMBERSHIP DUES 20 0 0 TOTAL 71,877 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 24E
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IRS990/TaxExemptBondsInd0false
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IRS990/TotalFunctionalExpensesGrp/TotalAmt0233070
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt05634
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt05634
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0120127
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt030646
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt030646
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0290725
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt068106
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt0371 CLAREMONT AVE
IRS990/USAddress/CityNm0MONTCLAIR
IRS990/USAddress/StateAbbreviationCd0NJ
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IRS990/WebsiteAddressTxt0WWW.BULLOCKPTA.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GABRIELLE OSORIO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09735094522
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARLES H BULLOCK PTA
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0223067893
ReturnHeader/Filer/PhoneNum09735094522
ReturnHeader/Filer/USAddress/AddressLine1Txt055 WASHINGTON STREET
ReturnHeader/Filer/USAddress/CityNm0MONTCLAIR
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0223811105
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOSEPH A MAZZIOTTI CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0195 FAIRFIELD AVENUE SUITE 4C
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WEST CALDWELL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007006
ReturnHeader/PreparerPersonGrp/PhoneNum09732266340
ReturnHeader/PreparerPersonGrp/PreparationDt02025-12-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH A MAZZIOTTI
ReturnHeader/ReturnTs02026-02-20T13:00:50-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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