Civic Intelligence

PTA New Jersey Congress of Parents & Teachers

990 • Fiscal year 2018 • EIN 22-3067893

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 02, 2018

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

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

22nd percentile

-12%

Higher net margin than 22% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

25th percentile

-14%

Faster asset growth than 25% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

50th percentile

1.0%

Faster revenue growth than 50% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$119,114

Down $18,816 (-14%) from 2017

Net Assets

Down

$119,114

Down $18,816 (-14%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$156,507

Up $1,565 (+1.0%) from 2017

Expenses

Up

$175,323

Up $30,225 (+21%) from 2017

Net Income

Down

-$18,816

Down $28,660 (-291%) from 2017

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

2018

Assets$119,114
Liabilities$0
Net Assets$119,114

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

2018

Revenue$156,507
Expenses$175,323
Net Income-$18,816
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 2, 2018
Return Version
2017v2.3
Gross Receipts
$156,507
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$113,254$114,979▲ $1,725
Savings and Temporary Cash Investments$24,676$4,135▼ $20,541
Total Assets$137,930$119,114▼ $18,816
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$137,930$119,114▼ $18,816
Total Net Assets Fund Balance$137,930$119,114▼ $18,816
Total Liabilities and Net Assets / Fund Balance$137,930$119,114▼ $18,816
Compensation and Service Providers

Board Members and Trustees

NameTitle
Amy HorowitzPresident
Linda BaxterTreasurer
Jada RomanVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$24,340
Program Service Revenue
$89,815
Investment Income
$4
Other Revenue
$42,348
All Other Contributions
$23,050
Change in Net Assets
$-18,816
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$175,323
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$58,812--$58,812
Other Expenses$19,955--$19,955
Fees for Services Accounting-$800-$800
Insurance-$240-$240
Fees for Services Other-$180-$180
Total Functional Expenses$174,103$1,220$0$175,323
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
2018-10-02
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

Mini grants 12,557 0 0 art in residence 11,148 0 0 shirts and magnets 5,628 0 0 fifth grade moving up 5,302 0 0 classroom supplies 5,091 0 0 gardening/landscaping 4,129 0 0 assemblies 4,059 0 0 family picnic 1,850 0 0 field trips 1,400 0 0 family dance 1,277 0 0 teacher appreciation 743 0 0 talent show 730 0 0 pancake breakfast 613 0 0 eco fair 503 0 0 miscellaneous 469 0 0 author in residence 458 0 0 mlk day 437 0 0 meeting expense 401 0 0 back to school lunch 368 0 0 holiday staff gifts 350 0 0 s.t.e.a.m 322 0 0 english as a second langu 273 0 0 fall parent gathering 206 0 0 family fund 206 0 0 supplies 186 0 0 school tours 106 0 0 total 58,812 0 0

Raw XML Appendix307 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/IRPDocumentCnt00
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IRS990/ProgramServiceRevenueGrp/Desc4SHIRTS AND MAGNETS
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IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0174103
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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/ExplanationTxt4MINI GRANTS 12,557 0 0 ART IN RESIDENCE 11,148 0 0 SHIRTS AND MAGNETS 5,628 0 0 FIFTH GRADE MOVING UP 5,302 0 0 CLASSROOM SUPPLIES 5,091 0 0 GARDENING/LANDSCAPING 4,129 0 0 ASSEMBLIES 4,059 0 0 FAMILY PICNIC 1,850 0 0 FIELD TRIPS 1,400 0 0 FAMILY DANCE 1,277 0 0 TEACHER APPRECIATION 743 0 0 TALENT SHOW 730 0 0 PANCAKE BREAKFAST 613 0 0 ECO FAIR 503 0 0 MISCELLANEOUS 469 0 0 AUTHOR IN RESIDENCE 458 0 0 MLK DAY 437 0 0 MEETING EXPENSE 401 0 0 BACK TO SCHOOL LUNCH 368 0 0 HOLIDAY STAFF GIFTS 350 0 0 S.T.E.A.M 322 0 0 ENGLISH AS A SECOND LANGU 273 0 0 FALL PARENT GATHERING 206 0 0 FAMILY FUND 206 0 0 SUPPLIES 186 0 0 SCHOOL TOURS 106 0 0 TOTAL 58,812 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/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0137930
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0119114
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.BULLOCKPTA.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LINDA BAXTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09735094522
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-02
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/AtSubmissionCreationDeviceId0704938D1FA0E129C7D74723A25781AFD546F9B21
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C3227561FF3157C9D75A60AD7DBC654037B2C3B0
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.215.160.56
ReturnHeader/FilingSecurityInformation/IPDt02018-11-02
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm009:15:39
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/PreparationDt02018-10-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH A MAZZIOTTI
ReturnHeader/ReturnTs02018-11-02T10:15:39-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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