Civic Intelligence

PTA New Jersey Congress of Parents & Teachers

990 • Fiscal year 2018 • EIN 22-3753495

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

87 Mount Hebron RoadMontclair, NJ 07042

(973) 900-2198

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

25th percentile

-9.3%

Higher net margin than 25% 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

13th percentile

-35%

Faster asset growth than 13% of similar nonprofits.

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

Revenue Growth

83rd percentile

42%

Faster revenue growth than 83% of similar nonprofits.

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

Assets

Down

$31,181

Down $16,708 (-35%) from 2017

Net Assets

Down

$31,181

Down $16,708 (-35%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$179,295

Up $53,137 (+42%) from 2017

Expenses

Up

$196,003

Up $80,944 (+70%) from 2017

Net Income

Down

-$16,708

Down $27,807 (-251%) from 2017

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2010: $60,474Liabilities 2010: $02010Assets 2011: $52,269Liabilities 2011: $02011Assets 2012: $45,099Liabilities 2012: $02012Assets 2013: $25,345Liabilities 2013: $02013Assets 2014: $36,091Net Assets 2014: $36,0912014Assets 2015: $36,183Net Assets 2015: $36,1832015Assets 2016: $36,790Net Assets 2016: $36,7902016Assets 2017: $47,889Liabilities 2017: $0Net Assets 2017: $47,8892017Assets 2018: $31,181Liabilities 2018: $0Net Assets 2018: $31,1812018Assets 2019: $25,046Liabilities 2019: $0Net Assets 2019: $25,0462019Assets 2020: $30,555Liabilities 2020: $0Net Assets 2020: $30,5552020Assets 2021: $29,443Liabilities 2021: $0Net Assets 2021: $29,4432021Assets 2022: $34,773Liabilities 2022: $0Net Assets 2022: $34,7732022Assets 2023: $58,065Liabilities 2023: $0Net Assets 2023: $58,0652023Assets 2024: $52,054Liabilities 2024: $0Net Assets 2024: $52,0542024Assets 2025: $47,255Liabilities 2025: $0Net Assets 2025: $47,2552025

Highlighted filing

2018

Assets$31,181
Liabilities$0
Net Assets$31,181

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100KRevenue 2010: $100,549Expenses 2010: $67,296Net Income 2010: $33,2532010Revenue 2011: $66,291Expenses 2011: $76,496Net Income 2011: -$10,2052011Revenue 2012: $97,548Expenses 2012: $104,718Net Income 2012: -$7,1702012Revenue 2013: $80,741Expenses 2013: $100,820Net Income 2013: -$20,0792013Revenue 2014: $98,453Expenses 2014: $87,707Net Income 2014: $10,7462014Revenue 2015: $91,653Expenses 2015: $91,561Net Income 2015: $922015Revenue 2016: $88,256Expenses 2016: $87,649Net Income 2016: $6072016Revenue 2017: $126,158Expenses 2017: $115,059Net Income 2017: $11,0992017Revenue 2018: $179,295Expenses 2018: $196,003Net Income 2018: -$16,7082018Revenue 2019: $136,322Expenses 2019: $142,457Net Income 2019: -$6,1352019Revenue 2020: $112,548Expenses 2020: $111,027Net Income 2020: $1,5212020Revenue 2021: $44,554Expenses 2021: $45,516Net Income 2021: -$9622021Revenue 2022: $77,171Expenses 2022: $71,841Net Income 2022: $5,3302022Revenue 2023: $145,228Expenses 2023: $121,936Net Income 2023: $23,2922023Revenue 2024: $181,926Expenses 2024: $187,937Net Income 2024: -$6,0112024Revenue 2025: $153,091Expenses 2025: $158,890Net Income 2025: -$5,7992025

Highlighted filing

2018

Revenue$179,295
Expenses$196,003
Net Income-$16,708
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 31, 2018
Return Version
2017v2.3
Gross Receipts
$179,295
Mission and Program Overview

Mission

To support teachers, students and community of the bradford school, through enrichment, community activities and assemblies.

To support teachers, students and community of bradford school, through enrichment and community activities and assemblies.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$47,889$31,181▼ $16,708
Total Assets$47,889$31,181▼ $16,708
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$47,889$31,181▼ $16,708
Total Net Assets Fund Balance$47,889$31,181▼ $16,708
Total Liabilities and Net Assets / Fund Balance$47,889$31,181▼ $16,708
Compensation and Service Providers

Board Members and Trustees

NameTitle
Kristin Wood WernerPresident
Sheila HarringtonCorresp.secr
Chryseis HuntRecording Se
Marci KokolasTreasurer
Kathryn FoglianoVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$4,392
Program Service Revenue
$127,340
Investment Income
$0
Other Revenue
$47,563
All Other Contributions
$2,506
Change in Net Assets
$-16,708
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$196,003
Total Fundraising Expense$17,236
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$71,452$395-$71,847
Other Expenses$13,236-$17,236$13,236
Fees for Services Accounting-$800-$800
Insurance$495--$495
Total Functional Expenses$177,572$1,195$17,236$196,003
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Gaming Gross Income$47,563
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
Yes
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
Bradford Pta Inc
EIN
22-3753495
Phone
9739002198
Address
87 MOUNT HEBRON ROAD, MONTCLAIR, NJ 07042

Signing Officer

Name
Marci Kokolas
Title
Treasurer
Phone
9739002198
Signed
2018-10-31

Organization Details

Principal Officer
Marci Kokolas
Legal Domicile
Nj
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, Page 2, Part III, Line 4D

The specific programs include butare not limited to enrichment programs, school and faculty support and education, health and wellness programs

Form 990, Part IX, Line 24E

Stipend 11,350 0 0 bookfair 11,119 0 0 running club 6,096 0 0 bottle filling stations 5,495 0 0 walkathon/runathon 5,160 0 0 holiday gifts 3,525 0 0 fifth grade yearbook 2,730 0 0 one book, one school 2,457 0 0 brain pop subscription 2,400 0 0 logo sales 2,376 0 0 fifth grade party 1,987 0 0 movie night 1,560 0 0 assemblies 1,425 0 0 teacher appreciation 1,245 0 0 fifth grade trip 1,032 0 0 president's fund 986 0 0 mlk day of service 927 0 0 teachers luncheon 900 0 0 fall mums sale 702 0 0 family skate night 660 0 0 pancake breakfast 646 0 0 school beautification 627 0 0 bedtime and books 600 0 0 bradfest 568 0 0 bingo night 563 0 0 field trips 522 0 0 fifth grade fundraiser 500 0 0 art show/supplies 493 0 0 council dues 0 376 0 cheddar up homepage 360 0 0 books for ms freeh 340 0 0 supplies 339 0 0 hokki stools 245 0 0 slates 222 0 0 bradford singers lunch 173 0 0 ase supplies 170 0 0 newsletter 130 0 0 health and wellness 128 0 0 welcome back breakfast 119 0 0 ice cream social 114 0 0 babysitter fees 106 0 0 gaming license 100 0 0 charitable registration f 85 0 0 fifth grade moving up 74 0 0 hospitality 62 0 0 teachers tea 34 0 0 bank charges 0 19 0 total 71,452 395 0

Raw XML Appendix326 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/TitleTxt1PRESIDENT
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IRS990/NoListedPersonsCompensatedInd0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE SPECIFIC PROGRAMS INCLUDE BUTARE NOT LIMITED TO ENRICHMENT PROGRAMS, SCHOOL AND FACULTY SUPPORT AND EDUCATION, HEALTH AND WELLNESS PROGRAMS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3STIPEND 11,350 0 0 BOOKFAIR 11,119 0 0 RUNNING CLUB 6,096 0 0 BOTTLE FILLING STATIONS 5,495 0 0 WALKATHON/RUNATHON 5,160 0 0 HOLIDAY GIFTS 3,525 0 0 FIFTH GRADE YEARBOOK 2,730 0 0 ONE BOOK, ONE SCHOOL 2,457 0 0 BRAIN POP SUBSCRIPTION 2,400 0 0 LOGO SALES 2,376 0 0 FIFTH GRADE PARTY 1,987 0 0 MOVIE NIGHT 1,560 0 0 ASSEMBLIES 1,425 0 0 TEACHER APPRECIATION 1,245 0 0 FIFTH GRADE TRIP 1,032 0 0 PRESIDENT'S FUND 986 0 0 MLK DAY OF SERVICE 927 0 0 TEACHERS LUNCHEON 900 0 0 FALL MUMS SALE 702 0 0 FAMILY SKATE NIGHT 660 0 0 PANCAKE BREAKFAST 646 0 0 SCHOOL BEAUTIFICATION 627 0 0 BEDTIME AND BOOKS 600 0 0 BRADFEST 568 0 0 BINGO NIGHT 563 0 0 FIELD TRIPS 522 0 0 FIFTH GRADE FUNDRAISER 500 0 0 ART SHOW/SUPPLIES 493 0 0 COUNCIL DUES 0 376 0 CHEDDAR UP HOMEPAGE 360 0 0 BOOKS FOR MS FREEH 340 0 0 SUPPLIES 339 0 0 HOKKI STOOLS 245 0 0 SLATES 222 0 0 BRADFORD SINGERS LUNCH 173 0 0 ASE SUPPLIES 170 0 0 NEWSLETTER 130 0 0 HEALTH AND WELLNESS 128 0 0 WELCOME BACK BREAKFAST 119 0 0 ICE CREAM SOCIAL 114 0 0 BABYSITTER FEES 106 0 0 GAMING LICENSE 100 0 0 CHARITABLE REGISTRATION F 85 0 0 FIFTH GRADE MOVING UP 74 0 0 HOSPITALITY 62 0 0 TEACHERS TEA 34 0 0 BANK CHARGES 0 19 0 TOTAL 71,452 395 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
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt047889
IRS990/TotalAssetsEOYAmt031181
IRS990/TotalAssetsGrp/BOYAmt047889
IRS990/TotalAssetsGrp/EOYAmt031181
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt04392
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt017236
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01195
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0177572
IRS990/TotalFunctionalExpensesGrp/TotalAmt0196003
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt047889
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt031181
IRS990/TotalOtherProgSrvcExpenseAmt0177572
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt022252
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt022252
IRS990/TotalProgramServiceExpensesAmt0177572
IRS990/TotalProgramServiceRevenueAmt0127340
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0174903
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0179295
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt047889
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt031181
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt047889
IRS990/UnrestrictedNetAssetsGrp/EOYAmt031181
IRS990/USAddress/AddressLine1Txt0C/0 BRADFORD PTA 87 MT HEBRON RD
IRS990/USAddress/CityNm0MONTCLAIR
IRS990/USAddress/StateAbbreviationCd0NJ
IRS990/USAddress/ZIPCd007043
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt00
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MARCI KOKOLAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09739002198
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BRADFORD PTA INC
ReturnHeader/Filer/BusinessNameControlTxt0BRAD
ReturnHeader/Filer/EIN0223753495
ReturnHeader/Filer/PhoneNum09739002198
ReturnHeader/Filer/USAddress/AddressLine1Txt087 MOUNT HEBRON ROAD
ReturnHeader/Filer/USAddress/CityNm0MONTCLAIR
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007042
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0704938D1FA0E129C7D74723A25781AFD546F9B21
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C3227561FF3157C9D75A60AD7DBC654037B2C3B0
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.215.160.56
ReturnHeader/FilingSecurityInformation/IPDt02018-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm013:32:07
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/PreparationDt02018-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH A MAZZIOTTI
ReturnHeader/ReturnTs02018-11-15T14:32:07-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$1.53$1.59$0.06
2024Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$1.82$1.88$0.06
2023Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$1.45$1.22$0.23
2022Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.77$0.72$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.45$0.46$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$1.13$1.11$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$1.36$1.42$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$1.79$1.96$0.17
2017Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$1.26$1.15$0.11
2016Detailed filing. Detailed filing data is available for this year.$0.37$0.37$0.88$0.88$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.36$0.36$0.92$0.92$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.36$0.36$0.98$0.88$0.11
2013Summary only. Only limited summary data is available for this year.$0.25$0.00$0.81$1.01$0.20
2012Summary only. Only limited summary data is available for this year.$0.45$0.00$0.98$1.05$0.07
2011Summary only. Only limited summary data is available for this year.$0.52$0.00$0.66$0.76$0.10
2010Summary only. Only limited summary data is available for this year.$0.60$0.00$1.01$0.67$0.33