Civic Intelligence

South Mountain School PTO

EIN 22-3576459 • 501(c)3 • Millburn, NJ

Profile

Funding educational programs & student enrichment

2 Southern Slope DrMillburn, NJ 07041

n/A

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 2025

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

75th percentile

20%

Higher net margin than 75% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

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

Asset Growth

31st percentile

-18%

Faster asset growth than 31% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2025

Revenue Growth

43rd percentile

-7.0%

Faster revenue growth than 43% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2025

Assets

Down

$186,696

Down $92,464 (-33%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$186,696

Down $92,464 (-33%) from 2023

Revenue

Down

$297,350

Down $46,557 (-14%) from 2023

Expenses

Up

$236,669

Up $1,717 (+0.7%) from 2023

Net Income

Down

$60,681

Down $48,274 (-44%) from 2023

Trend Graphs

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $46,441Liabilities 2011: $0Net Assets 2011: $46,4412011Assets 2012: $80,315Liabilities 2012: $0Net Assets 2012: $80,3152012Assets 2013: $59,902Liabilities 2013: $0Net Assets 2013: $59,9022013Assets 2014: $53,364Liabilities 2014: $0Net Assets 2014: $53,3642014Assets 2015: $66,496Liabilities 2015: $0Net Assets 2015: $66,4962015Assets 2016: $54,267Liabilities 2016: $0Net Assets 2016: $54,2672016Assets 2017: $58,548Liabilities 2017: $0Net Assets 2017: $58,5482017Assets 2018: $54,733Liabilities 2018: $0Net Assets 2018: $54,7332018Assets 2019: $79,695Liabilities 2019: $0Net Assets 2019: $79,6952019Assets 2020: $99,662Liabilities 2020: $0Net Assets 2020: $99,6622020Assets 2021: $95,523Liabilities 2021: $0Net Assets 2021: $95,5232021Assets 2022: $170,205Liabilities 2022: $0Net Assets 2022: $170,2052022Assets 2023: $279,160Liabilities 2023: $0Net Assets 2023: $279,1602023Assets 2025: $186,696Liabilities 2025: $0Net Assets 2025: $186,6962025

Highlighted filing

2025

Assets$186,696
Liabilities$0
Net Assets$186,696

Operations Trend

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

$400K$300K$200K$100K$0-$100KExpenses 2011: $129,6732011Revenue 2012: $111,398Expenses 2012: $77,524Net Income 2012: $33,8742012Expenses 2013: $125,2782013Revenue 2014: $124,003Expenses 2014: $130,541Net Income 2014: -$6,5382014Revenue 2015: $275,264Expenses 2015: $261,889Net Income 2015: $13,3752015Revenue 2016: $227,065Expenses 2016: $239,852Net Income 2016: -$12,7872016Revenue 2017: $219,681Expenses 2017: $215,400Net Income 2017: $4,2812017Revenue 2018: $168,346Expenses 2018: $172,161Net Income 2018: -$3,8152018Revenue 2019: $161,173Expenses 2019: $136,211Net Income 2019: $24,9622019Revenue 2020: $117,398Expenses 2020: $97,431Net Income 2020: $19,9672020Revenue 2021: $49,993Expenses 2021: $54,132Net Income 2021: -$4,1392021Revenue 2022: $209,562Expenses 2022: $134,880Net Income 2022: $74,6822022Revenue 2023: $343,907Expenses 2023: $234,952Net Income 2023: $108,9552023Revenue 2025: $297,350Expenses 2025: $236,669Net Income 2025: $60,6812025

Highlighted filing

2025

Revenue$297,350
Expenses$236,669
Net Income$60,681

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.87$0.00$1.87$2.97$2.37$0.61
2023Summary only. Only limited summary data is available for this year.$2.79$0.00$2.79$3.44$2.35$1.09
2022Summary only. Only limited summary data is available for this year.$1.70$0.00$1.70$2.10$1.35$0.75
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.96$0.00$0.96$0.50$0.54$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.00$0.00$1.00$1.17$0.97$0.20
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.80$0.00$0.80$1.61$1.36$0.25
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.55$0.00$0.55$1.68$1.72$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.59$0.00$0.59$2.20$2.15$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$2.27$2.40$0.13
2015Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$2.75$2.62$0.13
2014Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$1.24$1.31$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.60$0.00$0.60$1.25
2012Summary only. Only limited summary data is available for this year.$0.80$0.00$0.80$1.11$0.78$0.34
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.46$0.00$0.46$1.30
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Aug 20, 2025
Return Version
2024v5.0
Gross Receipts
$309,276
Mission and Program Overview

Mission

Funding educational programs & student enrichment

Funding educational programs and student enrichment.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$126,015$186,696▲ $60,681
Cash and Non-Interest-Bearing Accounts$121,228$182,209▲ $60,981
Savings and Temporary Cash Investments$4,787$4,487▼ $300
Total Assets$126,015$186,696▲ $60,681
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$126,015$186,696▲ $60,681
Total Liabilities and Net Assets / Fund Balance$126,015$186,696▲ $60,681
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jessica ChanCo-president
Lauren SattlerCo-president
Christine HuotCo-treasuer
Kriti ShuklaCo-treasurer
Kelly LeungCo-VP Fundra
Lisa BiancaniCo-VP Fundra
Hibiki FujitaCo-VP-commun
Kunal ChangelaCo-VP-commun
Divya MehrotraCo-VP-progra
Luciana GodoyCo-VP-progra
John VergaraSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$19,919
Program Service Revenue
$277,431
Investment Income
$0
Other Revenue
$0
All Other Contributions
$5,871
Change in Net Assets
$60,681
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$222,482
Grants and Similar Amounts Paid$14,187
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$20,944$4,800-$25,744
Grants to Domestic Orgs$14,187--$14,187
Fees for Services Accounting-$8,531-$8,531
Other Expenses$6,743--$6,743
Insurance-$1,425-$1,425
Total Functional Expenses$221,913$14,756$0$236,669
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
South Mountain SchoolMillburn, NJGovMini-grants$6,319
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$11,926
Fundraising Gross Income$11,926
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Special Events$19,370$11,926$2,314$9,612
Total Events$19,370$11,926$11,926-
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
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

The form 990 is prepared by an outside accountant. A draft is provided to the treasurer and other officers for review and approval.

Form 990, Page 6, Part VI, Line 19

The irs determination letter and form 1023 are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
South Mountain School Pto
EIN
22-3576459
Phone
2023656842
Address
2 SOUTHERN SLOPE DR, MILLBURN, NJ 07041

Signing Officer

Name
Christine Huot
Title
Co-treasuer
Phone
2023656842
Signed
2025-08-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jessica Chan
Formed
1998
Legal Domicile
Nj
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
25

Preparer

Firm
H & J Certified Public Accountants Inc
Address
7555 FREDLE DR STE 110, CONCORD, OH 44077
Preparer
Rolland B Standish
Phone
4409512997
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

Media and technology exp 5,817 0 0 holiday/spiritwear exp 5,286 0 0 community expenses 4,953 0 0 service and process. Fees 0 4,800 0 school supplies 1,219 0 0 license and permits 1,116 0 0 other fundraising 1,000 0 0 miscellaneous 742 0 0 international nightnight 487 0 0 book fair expense 324 0 0 total 20,944 4,800 0

Form 990, Part XI, Line 9

Prior per adj-fixed asset overstatement 0

Raw XML AppendixShowing 400 of 410 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/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0277431
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0126015
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0186696
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt04487
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt019919
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt043758
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt05225
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt023682
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt07814
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0100398
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0289357
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0286955
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0343907
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0209562
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt077964
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01207745
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IRS990ScheduleA/InvestmentIncomePYPct00.00000
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IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt01308143
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0309276
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0330713
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0349132
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0233244
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt085778
IRS990ScheduleA/Total509Grp/TotalAmt01308143
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IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt07444
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt011926
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SPECIAL EVENTS
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt01424
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt01424
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt019370
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt019370
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt011926
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt011926
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02314
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02314
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt08188
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt08188
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IRS990ScheduleI/RecipientTable/CashGrantAmt06319
IRS990ScheduleI/RecipientTable/IRCSectionDesc0GOV
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt07868
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0SCHOOL SUPPL
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0MINI-GRANTS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SOUTH MOUNTAIN SCHOOL
IRS990ScheduleI/RecipientTable/RecipientEIN0226002084
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02 SOUTHERN SLOP DR
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MILLBURN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NJ
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd007041
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE TREASURER OF THE PTO AND THE SCHOOL WILL EXCHANGE EMAILS CONFIRMING THE GRANTS FOR EACH TEACHER AND THE SCHOOL.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990ScheduleI/Total501c3OrgCnt01
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTANT. A DRAFT IS PROVIDED TO THE TREASURER AND OTHER OFFICERS FOR REVIEW AND APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE IRS DETERMINATION LETTER AND FORM 1023 ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEDIA AND TECHNOLOGY EXP 5,817 0 0 HOLIDAY/SPIRITWEAR EXP 5,286 0 0 COMMUNITY EXPENSES 4,953 0 0 SERVICE AND PROCESS. FEES 0 4,800 0 SCHOOL SUPPLIES 1,219 0 0 LICENSE AND PERMITS 1,116 0 0 OTHER FUNDRAISING 1,000 0 0 MISCELLANEOUS 742 0 0 INTERNATIONAL NIGHTNIGHT 487 0 0 BOOK FAIR EXPENSE 324 0 0 TOTAL 20,944 4,800 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PRIOR PER ADJ-FIXED ASSET OVERSTATEMENT 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART IX, LINE 24E
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9
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IRS990/TotalAssetsEOYAmt0186696
IRS990/TotalAssetsGrp/BOYAmt0126015
IRS990/TotalAssetsGrp/EOYAmt0186696
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IRS990/TotalContributionsAmt019919
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt014756
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0221913
IRS990/TotalFunctionalExpensesGrp/TotalAmt0236669
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0186696
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt04650
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt04650
IRS990/TotalProgramServiceExpensesAmt0221913
IRS990/TotalProgramServiceRevenueAmt0277431
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0277431
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0297350
IRS990/TotalVolunteersCnt025
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0126015
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0186696
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02 SOUTHERN SLOPE DR
IRS990/USAddress/CityNm0MILLBURN
IRS990/USAddress/StateAbbreviationCd0NJ
IRS990/USAddress/ZIPCd007041
IRS990/VotingMembersGoverningBodyCnt011
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IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTINE HUOT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TREASUER
ReturnHeader/BusinessOfficerGrp/PhoneNum02023656842
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTH MOUNTAIN SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0223576459
ReturnHeader/Filer/PhoneNum02023656842
ReturnHeader/Filer/USAddress/AddressLine1Txt02 SOUTHERN SLOPE DR
ReturnHeader/Filer/USAddress/CityNm0MILLBURN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007041
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341602442
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0H & J CERTIFIED PUBLIC ACCOUNTANTS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07555 FREDLE DR STE 110
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CONCORD

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