Civic Intelligence

South Mountain School Parent Teacher Organization Inc.

990 • Fiscal year 2017 • EIN 22-3576459

Jul 01, 2016 to Jun 30, 2017 • Filed on Aug 25, 2017

Organization ProfileN/A
2 Southern Slope DrMillburn, NJ 07041-1559

(973) 921-1394

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.00x

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

2017 filings • NTEE T30 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

72nd percentile

0.00x

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

2017 filings • NTEE T30 • <$500k nonprofits • Source year 2017

Net Margin

45th percentile

1.9%

Higher net margin than 45% of similar nonprofits.

2017 filings • NTEE T30 • <$500k nonprofits • Source year 2017

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

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

2017 filings • NTEE T30 • <$500k nonprofits • Source year 2017

Asset Growth

56th percentile

7.9%

Faster asset growth than 56% of similar nonprofits.

2017 filings • NTEE T30 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

41st percentile

-3.3%

Faster revenue growth than 41% of similar nonprofits.

2017 filings • NTEE T30 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$58,548

Up $4,281 (+7.9%) from 2016

Net Assets

Up

$58,548

Up $4,281 (+7.9%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin45th percentile

Revenue

Down

$219,681

Down $7,384 (-3.3%) from 2016

Expenses

Down

$215,400

Down $24,452 (-10%) from 2016

Net Income

Up

$4,281

Up $17,068 (+133%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$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

2017

Assets$58,548
Liabilities$0
Net Assets$58,548
Open 2017 Filing

Operations Trend

Revenue Growth41st percentile

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

2017

Revenue$219,681
Expenses$215,400
Net Income$4,281
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Aug 25, 2017
Return Version
2016v3.0
Gross Receipts
$237,804
Mission and Program Overview

Mission

Funding educational programs & student enrichment

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$54,267$58,548▲ $4,281
Savings and Temporary Cash Investments$30,932$30,949▲ $17
Cash and Non-Interest-Bearing Accounts$23,335$27,599▲ $4,264
Total Assets$54,267$58,548▲ $4,281
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$54,267$58,548▲ $4,281
Total Liabilities and Net Assets / Fund Balance$54,267$58,548▲ $4,281
Compensation and Service Providers
Top Officer Pay91st percentile

Board Members and Trustees

NameTitle
Abigail SpeltzCo President
Mariya KrupkinaCo President
Tracey KnewitzCo President
Hsin-ling ChuangBoard of Ed
Sarah ShulmanBoard of Ed
Marlo BiancoCorrespondin
Jennifer SinowayFundraising
Marrah BalanFundraising
Donna CherneckiRecording Se
Natalie SchwartzTreasurer
Robyn FerrariV.p. Program
Revenue and Support

Revenue Composition

Contributions and Grants
$11,997
Program Service Revenue
$190,297
Investment Income
$18
Other Revenue
$17,369
All Other Contributions
$4,767
Change in Net Assets
$4,281
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$206,491
Total Fundraising Expense$5,060
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$40,382$176$5,060$45,618
Other Expenses$15,379--$15,379
Benefits to Members$8,909--$8,909
Conferences and Meetings$3,240--$3,240
Fees for Services Accounting-$2,600-$2,600
Insurance-$930-$930
Office Expenses-$161-$161
Total Functional Expenses$206,473$3,867$5,060$215,400
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$35,492
Fundraising Direct Expenses$18,123
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Strawberry Fest$24,128$24,128$14,185$9,943
Total Events$24,128$24,128$14,185$9,943
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 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
South Mountain School Pto
EIN
22-3576459
Phone
9739211394
Address
2 SOUTHERN SLOPE DR, MILLBURN, NJ 07041-1559

Signing Officer

Name
Abigail Speltz
Title
Co President
Phone
9739211394
Signed
2017-08-25

Organization Details

Principal Officer
Abigail Speltz
Formed
1998
Legal Domicile
Nj
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
125

Preparer

Firm
The Koenig Group LLC
Address
277 W CLAY AVE, ROSELLE PARK, NJ 07204-1845
Preparer
James Sosinski CPA
Phone
9082416100
Supplemental Narrative

Additional Explanations

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

“Provide the funding for education school field trips for all students general student enrichment, teacher appreciation and misc funds for membership”

Form 990, Part IX, Line 24E

“School field trips 15,292 0 0 community 12,529 0 0 credit card process fees 0 0 5,060 staff awards & gifts 4,714 0 0 school equipment & impvts 4,205 0 0 author day 1,782 0 0 school library 1,061 0 0 bank service charges 799 0 0 license & permits 0 176 0 total 40,382 176 5,060”

Form 990, Part XI, Line 9

“Void stale checks from prior years 0”

Raw XML Appendix377 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/Form990PartVIISectionAGrp/TitleTxt0CO PRESIDENT
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0245716
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0300744
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0261441
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0285894
IRS990ScheduleA/Total509Grp/TotalAmt01331599
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0300744
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0261441
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0285894
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01331599
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt014185
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0STRAWBERRY FEST
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt024128
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt024128
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt024128
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt024128
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt09943
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt014185
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt014185
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROVIDE THE FUNDING FOR EDUCATION SCHOOL FIELD TRIPS FOR ALL STUDENTS GENERAL STUDENT ENRICHMENT, TEACHER APPRECIATION AND MISC FUNDS FOR MEMBERSHIP
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SCHOOL FIELD TRIPS 15,292 0 0 COMMUNITY 12,529 0 0 CREDIT CARD PROCESS FEES 0 0 5,060 STAFF AWARDS & GIFTS 4,714 0 0 SCHOOL EQUIPMENT & IMPVTS 4,205 0 0 AUTHOR DAY 1,782 0 0 SCHOOL LIBRARY 1,061 0 0 BANK SERVICE CHARGES 799 0 0 LICENSE & PERMITS 0 176 0 TOTAL 40,382 176 5,060
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4VOID STALE CHECKS FROM PRIOR YEARS 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 24E
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NJ
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt054267
IRS990/TotalAssetsEOYAmt058548
IRS990/TotalAssetsGrp/BOYAmt054267
IRS990/TotalAssetsGrp/EOYAmt058548
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt011997
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt05060
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03867
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0206473
IRS990/TotalFunctionalExpensesGrp/TotalAmt0215400
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt054267
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt058548
IRS990/TotalOtherProgSrvcExpenseAmt0126197
IRS990/TotalProgramServiceExpensesAmt0206473
IRS990/TotalProgramServiceRevenueAmt0190297
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0190315
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0219681
IRS990/TotalVolunteersCnt0125
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt054267
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt058548
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt023 SOUTH MOUNTAIN RD
IRS990/USAddress/CityNm0MILLBURN
IRS990/USAddress/StateAbbreviationCd0NJ
IRS990/USAddress/ZIPCd007041
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ABIGAIL SPELTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09739211394
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTH MOUNTAIN SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0223576459
ReturnHeader/Filer/PhoneNum09739211394
ReturnHeader/Filer/USAddress/AddressLine1Txt02 SOUTHERN SLOPE DR
ReturnHeader/Filer/USAddress/CityNm0MILLBURN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd0070411559
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId069B8A11B54F566FC12B8F2BCECAE9878A4AD141B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0038FAE49FE91A4B31DD4DF77D5A64F5A822B30D7
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0812840132
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THE KOENIG GROUP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0277 W CLAY AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROSELLE PARK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0072041845
ReturnHeader/PreparerPersonGrp/PhoneNum09082416100
ReturnHeader/PreparerPersonGrp/PreparationDt02017-09-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES SOSINSKI CPA
ReturnHeader/ReturnTs02017-10-02T11:57:04-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$58,548
Liabilities
$0
Net assets
$58,548
Revenue
$219,681
Expenses
$215,400
Net income
$4,281
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
2017Detailed filing. Detailed filing data is available for this year.$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