Civic Intelligence

South Mountain School Parent Teacher Organization Inc.

990 • Fiscal year 2018 • EIN 22-3576459

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 31, 2018

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

71st percentile

0.00x

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

2018 filings • NTEE T30 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

71st percentile

0.00x

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

2018 filings • NTEE T30 • <$500k nonprofits • Source year 2018

Net Margin

35th percentile

-2.3%

Higher net margin than 35% of similar nonprofits.

2018 filings • NTEE T30 • <$500k nonprofits • Source year 2018

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.

2018 filings • NTEE T30 • <$500k nonprofits • Source year 2018

Asset Growth

36th percentile

-6.5%

Faster asset growth than 36% of similar nonprofits.

2018 filings • NTEE T30 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

23rd percentile

-23%

Faster revenue growth than 23% of similar nonprofits.

2018 filings • NTEE T30 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets71st percentile

Assets

Down

$54,733

Down $3,815 (-6.5%) from 2017

Net Assets

Down

$54,733

Down $3,815 (-6.5%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin35th percentile

Revenue

Down

$168,346

Down $51,335 (-23%) from 2017

Expenses

Down

$172,161

Down $43,239 (-20%) from 2017

Net Income

Down

-$3,815

Down $8,096 (-189%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth36th 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

2018

Assets$54,733
Liabilities$0
Net Assets$54,733
Open 2018 Filing

Operations Trend

Revenue Growth23rd 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

2018

Revenue$168,346
Expenses$172,161
Net Income-$3,815
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 31, 2018
Return Version
2017v2.3
Gross Receipts
$181,758
Mission and Program Overview

Mission

Funding educational programs & student enrichment

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$58,548$54,733▼ $3,815
Savings and Temporary Cash Investments$30,949$30,965▲ $16
Cash and Non-Interest-Bearing Accounts$27,599$23,768▼ $3,831
Total Assets$58,548$54,733▼ $3,815
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$58,548$54,733▼ $3,815
Total Liabilities and Net Assets / Fund Balance$58,548$54,733▼ $3,815
Compensation and Service Providers
Top Officer Pay91st percentile

Board Members and Trustees

NameTitle
Abigail SpeltzCo President
Natalie SchwartzCo President
Hsin-ling ChuangBoard of Ed
Sarah ShulmanBoard of Ed
Mariya KrupkinaCo Treasurer
Staci GullifordCo VP
Tina ParkCo VP
Donna CherneckiCo-treasurer
Robyn FerrariCorress. Sec
Marrah BalanRecording Se
Jennifer SinowayV.p. Program
Revenue and Support

Revenue Composition

Contributions and Grants
$11,377
Program Service Revenue
$140,625
Investment Income
$15
Other Revenue
$16,329
All Other Contributions
$4,107
Change in Net Assets
$-3,815
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$171,661
Total Fundraising Expense$3,594
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$31,399-$3,594$34,993
Other Expenses$15,423--$15,423
Conferences and Meetings$3,430--$3,430
Fees for Services Accounting-$3,045-$3,045
Insurance-$1,712-$1,712
Benefits to Members$500--$500
Office Expenses-$282-$282
Total Functional Expenses$163,528$5,039$3,594$172,161
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$29,741
Fundraising Direct Expenses$13,412
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Strawberry Fest$20,792$20,792$10,615$10,177
Total Events$20,792$20,792$10,615$10,177
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
Natalie Schwartz
Title
Co President
Phone
2023656842
Signed
2018-10-31

Organization Details

Principal Officer
Natalie Schwartz
Formed
1998
Legal Domicile
Nj
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
175

Preparer

Firm
The Koenig Group LLC
Address
1093 RARITAN RD FL 2, CLARK, NJ 07066-1336
Preparer
James Sosinski CPA
Phone
8482355405
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 equipment & impvts 10,000 0 0 community 9,652 0 0 celebration/recreation 5,335 0 0 credit card process fees 0 0 3,594 staff awards & gifts 2,606 0 0 author day 1,744 0 0 school library 1,304 0 0 bank service charges 758 0 0 total 31,399 0 3,594”

Form 990, Part XI, Line 9

“Void stale checks from prior years 0”

Raw XML Appendix371 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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IRS990/Form990PartVIISectionAGrp/TitleTxt10CO VP
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01227463
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt010615
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0STRAWBERRY FEST
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt020792
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt020792
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt020792
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt020792
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt010177
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt010615
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt010615
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 EQUIPMENT & IMPVTS 10,000 0 0 COMMUNITY 9,652 0 0 CELEBRATION/RECREATION 5,335 0 0 CREDIT CARD PROCESS FEES 0 0 3,594 STAFF AWARDS & GIFTS 2,606 0 0 AUTHOR DAY 1,744 0 0 SCHOOL LIBRARY 1,304 0 0 BANK SERVICE CHARGES 758 0 0 TOTAL 31,399 0 3,594
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
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NJ
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt058548
IRS990/TotalAssetsEOYAmt054733
IRS990/TotalAssetsGrp/BOYAmt058548
IRS990/TotalAssetsGrp/EOYAmt054733
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt011377
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt03594
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05039
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0163528
IRS990/TotalFunctionalExpensesGrp/TotalAmt0172161
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt058548
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt054733
IRS990/TotalOtherProgSrvcExpenseAmt098193
IRS990/TotalProgramServiceExpensesAmt0163528
IRS990/TotalProgramServiceRevenueAmt0140625
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0140640
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0168346
IRS990/TotalVolunteersCnt0175
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt058548
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt054733
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt021 SOUTH MOUNTAIN RD
IRS990/USAddress/CityNm0MILLBURN
IRS990/USAddress/StateAbbreviationCd0NJ
IRS990/USAddress/ZIPCd007041
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0NATALIE SCHWARTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02023656842
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-31
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/AtSubmissionCreationDeviceId04722AE0BD81A9478EB613226EBE463C5561C80AF
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId019C301A595EE7B5E930401CCBDE3DCD0A9455F84
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.72.212.166
ReturnHeader/FilingSecurityInformation/IPDt02018-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm008:18:11
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0812840132
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THE KOENIG GROUP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01093 RARITAN RD FL 2
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CLARK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0070661336
ReturnHeader/PreparerPersonGrp/PhoneNum08482355405
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES SOSINSKI CPA
ReturnHeader/ReturnTs02018-11-15T09:18:11-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$54,733
Liabilities
$0
Net assets
$54,733
Revenue
$168,346
Expenses
$172,161
Net income
-$3,815
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
2018Detailed filing. Detailed filing data is available for this year.$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