Civic Intelligence

Liberty Elementary Parent Teacher Organization

990EZ • Fiscal year 2015 • EIN 04-3664450

Jul 01, 2014 to Jun 30, 2015 • Filed on Aug 31, 2015

6500 Miller RoadCarpentersville, IL 60110

(224) 235-2917

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

68th percentile

13%

Higher net margin than 68% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

77th percentile

29%

Faster asset growth than 77% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

44th percentile

-2.5%

Faster revenue growth than 44% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$16,277

Up $3,631 (+29%) from 2014

Net Assets

Up

$16,277

Up $3,631 (+29%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$27,746

Down $715 (-2.5%) from 2014

Expenses

Down

$24,115

Down $19,842 (-45%) from 2014

Net Income

Up

$3,631

Up $19,127 (+123%) from 2014

Historical Trend

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2011: $23,910Net Assets 2011: $23,9102011Assets 2012: $17,137Net Assets 2012: $17,1372012Assets 2013: $28,142Liabilities 2013: $0Net Assets 2013: $28,1422013Assets 2014: $12,646Liabilities 2014: $0Net Assets 2014: $12,6462014Assets 2015: $16,277Liabilities 2015: $0Net Assets 2015: $16,2772015Assets 2016: $16,060Liabilities 2016: $0Net Assets 2016: $16,0602016Assets 2017: $12,941Liabilities 2017: $0Net Assets 2017: $12,9412017Assets 2018: $18,871Liabilities 2018: $0Net Assets 2018: $18,8712018Assets 2019: $12,846Liabilities 2019: $0Net Assets 2019: $12,8462019

Highlighted filing

2015

Assets$16,277
Liabilities$0
Net Assets$16,277

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2011: $37,504Expenses 2011: $27,690Net Income 2011: $9,8142011Revenue 2012: $38,234Expenses 2012: $45,007Net Income 2012: -$6,7732012Revenue 2013: $31,945Expenses 2013: $20,940Net Income 2013: $11,0052013Revenue 2014: $28,461Expenses 2014: $43,957Net Income 2014: -$15,4962014Revenue 2015: $27,746Expenses 2015: $24,115Net Income 2015: $3,6312015Revenue 2016: $28,661Expenses 2016: $28,878Net Income 2016: -$2172016Revenue 2017: $23,602Expenses 2017: $26,721Net Income 2017: -$3,1192017Revenue 2018: $25,839Expenses 2018: $19,919Net Income 2018: $5,9202018Revenue 2019: $19,561Expenses 2019: $25,586Net Income 2019: -$6,0252019

Highlighted filing

2015

Revenue$27,746
Expenses$24,115
Net Income$3,631
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Aug 31, 2015
Return Version
2014v5.0
Gross Receipts
$50,380
Mission and Program Overview

Mission

Support the educational environment of an elementary school

Program Services

DescriptionGrantsExpenses
ACTIVITIES AND PURCHASE GRANTS/GIFTS FOR STUDENTS AND CLASSROOMS-$23,069
ACTIVITIES AND PURCHASE GRANTS/GIFTS FOR STUDENTS AND CLASSROOMS--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRISHA CALABRESEPresident-$0--
JAYNELLE THENVice-Preside-$0--
LYNETTE GORDONTreasurer-$0--
JENNIFER STOTLARSocial-Chair-$0--
MARCY DOBUSHSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Cookie Dough$23,880$23,880$14,061$9,819
Fall Relay Walk$10,016$10,016$1,483$8,533
Total Events$33,896$33,896$15,544$18,352
Filing and Contact Details

Filer

Filer Name
Liberty Elementary Pto Inc
EIN
04-3664450
Address
6500 MILLER ROAD, CARPENTERSVILLE, IL 60110

Signing Officer

Name
Trisha Calabrese
Title
President
Signed
2015-08-31

Preparer

Firm
Catalano Caboor & Co Ltd
Address
101 W 22 ND ST STE 207, LOMBARD, IL 60148
Preparer
Maria Kelly
Phone
6302610550
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses field trips 9,898 staff hospitality/appreci 714 nurse supplies 140 school store 1,259 classroom expenses 10,483 lobby furniture 621 yearbooks 575 total 23,690

Form 990-ez, Part III, Line 31

Activities and purchase grants/gifts for students and classrooms

Raw XML Appendix155 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0LYNETTE GORDON
IRS990EZ/BooksInCareOfDetail/PhoneNum02242352917
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03203 DRURY LANE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CARPENTERSVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd060110
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt012646
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt016277
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03631
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0425
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt012646
IRS990EZ/Form990TotalAssetsGrp/EOYAmt016277
IRS990EZ/FundraisingGrossIncomeAmt047488
IRS990EZ/GrossReceiptsAmt050380
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt012646
IRS990EZ/NetAssetsOrFundBalancesEOYAmt016277
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt012646
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt016277
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TRISHA CALABRESE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JAYNELLE THEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LYNETTE GORDON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JENNIFER STOTLAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARCY DOBUSH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE-PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SOCIAL-CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt023690
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT THE EDUCATIONAL ENVIRONMENT OF AN ELEMENTARY SCHOOL
IRS990EZ/ProgramServiceRevenueAmt02892
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ACTIVITIES AND PURCHASE GRANTS/GIFTS FOR STUDENTS AND CLASSROOMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ACTIVITIES AND PURCHASE GRANTS/GIFTS FOR STUDENTS AND CLASSROOMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt023069
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt022634
IRS990EZ/SpecialEventsNetIncomeLossAmt024854
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt024115
IRS990EZ/TotalProgramServiceExpensesAmt023069
IRS990EZ/TotalRevenueAmt027746
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04827
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02857
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03893
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt06761
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03760
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt022098
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt045559
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt033845
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt042973
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt045730
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt034172
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0202279
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearAmt025569
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt025569
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.89770
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0224377
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt050386
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt036702
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt046866
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt052491
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt037932
IRS990ScheduleA/Total509Grp/TotalAmt0224377
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt075955
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt036702
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt046866
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt052491
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt037932
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0249946
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt015544
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0COOKIE DOUGH
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FALL RELAY WALK
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt023880
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt010016
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt033896
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt023880
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt010016
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt033896
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt018352
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt015544
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt014061
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01483
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES FIELD TRIPS 9,898 STAFF HOSPITALITY/APPRECI 714 NURSE SUPPLIES 140 SCHOOL STORE 1,259 CLASSROOM EXPENSES 10,483 LOBBY FURNITURE 621 YEARBOOKS 575 TOTAL 23,690
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITIES AND PURCHASE GRANTS/GIFTS FOR STUDENTS AND CLASSROOMS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0TRISHA CALABRESE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LIBERTY ELEMENTARY PTO INC
ReturnHeader/Filer/BusinessNameControlTxt0LIBE
ReturnHeader/Filer/EIN0043664450
ReturnHeader/Filer/USAddress/AddressLine1Txt06500 MILLER ROAD
ReturnHeader/Filer/USAddress/CityNm0CARPENTERSVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060110
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0363525259
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CATALANO CABOOR & CO LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0101 W 22 ND ST STE 207
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOMBARD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060148
ReturnHeader/PreparerPersonGrp/PhoneNum06302610550
ReturnHeader/PreparerPersonGrp/PreparationDt02015-08-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARIA KELLY
ReturnHeader/ReturnTs02015-10-12T17:10:08-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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Filings