Civic Intelligence

PTA New Jersey Congress of Parents & Teachers

990 • Fiscal year 2017 • EIN 22-3067893

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 12, 2017

55 Washington StreetMontclair, NJ 07043

(973) 509-4522

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

57th percentile

6.4%

Higher net margin than 57% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

59th percentile

7.7%

Faster asset growth than 59% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

63rd percentile

10%

Faster revenue growth than 63% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$137,930

Up $9,844 (+7.7%) from 2016

Net Assets

Up

$137,930

Up $9,844 (+7.7%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$154,942

Up $14,322 (+10%) from 2016

Expenses

Up

$145,098

Up $3,514 (+2.5%) from 2016

Net Income

Up

$9,844

Up $10,808 (+1121%) from 2016

Historical Trend

Balance Sheet Trend

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

$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

2017

Assets$137,930
Liabilities$0
Net Assets$137,930

Operations Trend

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

2017

Revenue$154,942
Expenses$145,098
Net Income$9,844
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 12, 2017
Return Version
2016v3.0
Gross Receipts
$154,942
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 appreciation, 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 appreciatin, hospitality and community building.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$103,418$113,254▲ $9,836
Savings and Temporary Cash Investments$24,668$24,676▲ $8
Total Assets$128,086$137,930▲ $9,844
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$103,418$137,930▲ $34,512
Temporarily Rstr Net Assets$24,668--
Total Net Assets Fund Balance$128,086$137,930▲ $9,844
Total Liabilities and Net Assets / Fund Balance$128,086$137,930▲ $9,844
Compensation and Service Providers

Board Members and Trustees

NameTitle
Lisa Newlin GaleanoPresident
Amy HorowitzCo-vice Pres
Tasha BargeCo-vice Pres
Kristin WaldRec Secretar
Linda BaxterTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$4,928
Program Service Revenue
$105,111
Investment Income
$7
Other Revenue
$44,896
All Other Contributions
$3,310
Change in Net Assets
$9,844
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$145,098
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$45,798$530-$46,328
Other Expenses$10,864--$10,864
Fees for Services Accounting-$780-$780
Insurance-$240-$240
Fees for Services Other-$30-$30
Total Functional Expenses$143,518$1,580$0$145,098
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 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
Linda Baxter
Title
Treasurer
Phone
9735094522
Signed
2017-10-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Linda Baxter
Voting Board Members
5
Independent Board Members
0
Employees
0

Preparer

Firm
Joseph a Mazziotti CPA LLC
Address
195 FAIRFIELD AVE STE 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 appreciatin, 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

Fourth grade camping 7,994 0 0 various program expenses 7,622 0 0 fifth grade moving up 6,252 0 0 assemblies 3,410 0 0 classroom supplies 3,106 0 0 field trips 3,057 0 0 mini grants 2,657 0 0 teacher appreciation 2,444 0 0 shirts and magnets 1,702 0 0 family picnic 1,689 0 0 eco fair 782 0 0 square dance 747 0 0 talent show 603 0 0 puberty talk 500 0 0 supplies 475 0 0 pta dues 0 384 0 fall parent gathering 379 0 0 back to school lunch 366 0 0 holiday staff gifts 350 0 0 pancake breakfast 331 0 0 food day 305 0 0 author in residence 247 0 0 envelopes 204 0 0 meeting expense 185 0 0 back to school coffee 0 146 0 family fund 100 0 0 cookie banquet 94 0 0 wizards game 91 0 0 english as a second langu 48 0 0 play dates and others 39 0 0 school tours 19 0 0 total 45,798 530 0

Raw XML Appendix314 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.

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IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
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IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt01
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IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
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IRS990/MembersOrStockholdersInd0false
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IRS990/NetAssetsOrFundBalancesEOYAmt0137930
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
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IRS990/ProgramServiceRevenueGrp/Desc4FOURTH GRADE CAMPING
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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 APPRECIATIN, 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/ExplanationTxt4FOURTH GRADE CAMPING 7,994 0 0 VARIOUS PROGRAM EXPENSES 7,622 0 0 FIFTH GRADE MOVING UP 6,252 0 0 ASSEMBLIES 3,410 0 0 CLASSROOM SUPPLIES 3,106 0 0 FIELD TRIPS 3,057 0 0 MINI GRANTS 2,657 0 0 TEACHER APPRECIATION 2,444 0 0 SHIRTS AND MAGNETS 1,702 0 0 FAMILY PICNIC 1,689 0 0 ECO FAIR 782 0 0 SQUARE DANCE 747 0 0 TALENT SHOW 603 0 0 PUBERTY TALK 500 0 0 SUPPLIES 475 0 0 PTA DUES 0 384 0 FALL PARENT GATHERING 379 0 0 BACK TO SCHOOL LUNCH 366 0 0 HOLIDAY STAFF GIFTS 350 0 0 PANCAKE BREAKFAST 331 0 0 FOOD DAY 305 0 0 AUTHOR IN RESIDENCE 247 0 0 ENVELOPES 204 0 0 MEETING EXPENSE 185 0 0 BACK TO SCHOOL COFFEE 0 146 0 FAMILY FUND 100 0 0 COOKIE BANQUET 94 0 0 WIZARDS GAME 91 0 0 ENGLISH AS A SECOND LANGU 48 0 0 PLAY DATES AND OTHERS 39 0 0 SCHOOL TOURS 19 0 0 TOTAL 45,798 530 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/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01580
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0143518
IRS990/TotalFunctionalExpensesGrp/TotalAmt0145098
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0128086
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0137930
IRS990/TotalOtherProgSrvcExpenseAmt0143518
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt07692
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt07692
IRS990/TotalProgramServiceExpensesAmt0143518
IRS990/TotalProgramServiceRevenueAmt0105111
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0150014
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0154942
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0128086
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0137930
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0103418
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0137930
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.BULLOCKPTA.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LINDA BAXTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09735094522
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-12
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
ReturnHeader/Filer/USAddress/ZIPCd007043
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId036300158A99E39115BF50998535207E9FE4A678C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C3227561FF3157C9D75A60AD7DBC654037B2C3B0
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0223811105
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOSEPH A MAZZIOTTI CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0195 FAIRFIELD AVE STE 4C
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WEST CALDWELL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007006
ReturnHeader/PreparerPersonGrp/PhoneNum09732266340
ReturnHeader/PreparerPersonGrp/PreparationDt02017-10-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH A MAZZIOTTI
ReturnHeader/ReturnTs02017-11-10T11:11:31-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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