Civic Intelligence

Square Barn PTA

990EZ • Fiscal year 2013 • EIN 20-3258908

Jul 01, 2012 to Jun 30, 2013 • Filed on Sep 12, 2013

Organization ProfileWWW.SBEPTA.ORG
800 Academic Drive60102
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

19th percentile

-15%

Higher net margin than 19% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

22nd percentile

-17%

Faster asset growth than 22% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

62nd percentile

9.7%

Faster revenue growth than 62% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$29,110

Down $6,081 (-17%) from 2012

Net Assets

$29,110

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin19th percentile

Revenue

Up

$40,118

Up $3,559 (+9.7%) from 2012

Expenses

Up

$46,199

Up $1,419 (+3.2%) from 2012

Net Income

Up

-$6,081

Up $2,140 (+26%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$60K$40K$20K$0Assets 2011: $43,412Liabilities 2011: $02011Assets 2012: $35,191Liabilities 2012: $02012Assets 2013: $29,110Net Assets 2013: $29,1102013Assets 2014: $47,013Net Assets 2014: $47,0132014Assets 2015: $52,572Net Assets 2015: $52,5722015Assets 2016: $31,259Net Assets 2016: $31,2592016Assets 2017: $27,544Net Assets 2017: $27,4692017Assets 2018: $18,050Liabilities 2018: $02018Assets 2019: $17,866Net Assets 2019: $17,8662019Assets 2020: $35,467Net Assets 2020: $35,4672020Assets 2021: $6,938Net Assets 2021: $6,9222021Assets 2022: $18,736Net Assets 2022: $18,7362022

Highlighted filing

2013

Assets$29,110
Liabilities-
Net Assets$29,110
Open 2013 Filing

Operations Trend

Revenue Growth62nd percentile

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

$100K$50K$0-$50KRevenue 2011: $39,250Expenses 2011: $31,044Net Income 2011: $8,2062011Revenue 2012: $36,559Expenses 2012: $44,780Net Income 2012: -$8,2212012Revenue 2013: $40,118Expenses 2013: $46,199Net Income 2013: -$6,0812013Revenue 2014: $43,730Expenses 2014: $25,827Net Income 2014: $17,9032014Revenue 2015: $37,006Expenses 2015: $31,447Net Income 2015: $5,5592015Revenue 2016: $49,872Expenses 2016: $71,185Net Income 2016: -$21,3132016Revenue 2017: $44,304Expenses 2017: $48,094Net Income 2017: -$3,7902017Revenue 2018: $45,753Expenses 2018: $55,247Net Income 2018: -$9,4942018Revenue 2019: $45,856Expenses 2019: $46,040Net Income 2019: -$1842019Revenue 2020: $48,189Expenses 2020: $30,588Net Income 2020: $17,6012020Revenue 2021: $1,815Expenses 2021: $30,360Net Income 2021: -$28,5452021Revenue 2022: $35,703Expenses 2022: $23,905Net Income 2022: $11,7982022

Highlighted filing

2013

Revenue$40,118
Expenses$46,199
Net Income-$6,081
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Sep 12, 2013
Return Version
2012v2.1
Mission and Program Overview

Mission

To enhance local educational opportunities.

Filing and Contact Details

Filer

EIN
20-3258908
Raw XML Appendix188 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
CompensationExplanation/Compensation/PersonName0SHANNON MITCHELL
CompensationExplanation/Compensation/PersonName1PATRINA ROBERTS
CompensationExplanation/Compensation/PersonName2CHRISTINE BLACK
CompensationExplanation/Compensation/PersonName3DIANE LARSON
CompensationExplanation/Compensation/PersonName4SARAH EMRICSON
IRS990EZ/ActivitiesNotPreviouslyRpt0false
IRS990EZ/CashSavingsAndInvestments/BOY035191
IRS990EZ/CashSavingsAndInvestments/EOY029110
IRS990EZ/ContributionsGiftsGrantsEtc02719
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagedInExcessBenefitTrans0false
IRS990EZ/EngageInLobbyingActivities0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear0-6081
IRS990EZ/FeesAndOthPymtToIndContractors01000
IRS990EZ/FiledScheduleA0true
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
IRS990EZ/FundraisingGrossIncome084579
IRS990EZ/GrossReceipts088628
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InfoInScheduleOPartIII0X
IRS990EZ/InvestmentIncome025
IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MembershipDues01305
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY035191
IRS990EZ/NetAssetsOrFundBalancesBOY035191
IRS990EZ/NetAssetsOrFundBalances/EOY029110
IRS990EZ/NetAssetsOrFundBalancesEOY029110
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition02.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition12.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition22.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition35.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition42.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0SHANNON MITCHELL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1PATRINA ROBERTS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2CHRISTINE BLACK
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3DIANE LARSON
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4SARAH EMRICSON
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1VP-MACKEBEN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2VP-CONLEY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3TREASURER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4SECRETARY
IRS990EZ/OperatingSchool0false
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherExpensesTotal045199
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0TO ENHANCE LOCAL EDUCATIONAL OPPORTUNITIES.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0PROVIDED FUNDS FOR THE PURCHASE OF 8 SMART BOARDS FOR CONLEY AND MACKEBEN SCHOOLS.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom1PROVIDED FUNDS FOR FIELD TRIPS FOR STUDENTS.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom2PROVIDED FUNDS FOR ASSEMBLIES FOR STUDENTS.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom3ALL OTHERS, INCLUDING: BOX TOPS, BUSINESS PARTNERSHIP PROGRAM, CHALLENGER 5TH GRADE TRIP, DARE GRADUATION, ENVIRONMENTAL EDUCATION, FAMILY EVENTS, GRANT PROGRAMS, READING NIGHT K-2, STAFF APPRECIATION AND WEEKLY READERS.
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses020000
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses16387
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses25960
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses311738
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SpecialEventsDirectExpenses048510
IRS990EZ/SpecialEventsNetIncomeLoss036069
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine1010398 SUNBURY STREET
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0HUNTLEY
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0IL
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode060142
IRS990EZ/TheBooksAreInCareOf/NamePerson0DIANE LARSON
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber02245696977
IRS990EZ/TotalAssets/BOY035191
IRS990EZ/TotalAssets/EOY029110
IRS990EZ/TotalExpenses046199
IRS990EZ/TotalProgramServiceExpenses044085
IRS990EZ/TotalRevenue040118
IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg0false
IRS990EZ/WebSite0WWW.SBEPTA.ORG
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYear02719
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus1Year01449
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus2Years0870
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus3Years0682
IRS990ScheduleA/GiftsGrantsContribReceived509/Total05720
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYear025
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus1Year030
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus2Years029
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus3Years023
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus4Years058
IRS990ScheduleA/GrossInvestmentIncome509/Total0165
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYear01305
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus1Year01331
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus2Years01325
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus3Years01370
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus4Years01030
IRS990ScheduleA/GrossReceiptsFromAdmissions/Total06361
IRS990ScheduleA/GrossReceiptsFromNonUBI/CurrentTaxYear084579
IRS990ScheduleA/GrossReceiptsFromNonUBI/CurrentTaxYearMinus1Year083604
IRS990ScheduleA/GrossReceiptsFromNonUBI/CurrentTaxYearMinus2Years097857
IRS990ScheduleA/GrossReceiptsFromNonUBI/CurrentTaxYearMinus3Years086818
IRS990ScheduleA/GrossReceiptsFromNonUBI/CurrentTaxYearMinus4Years048601
IRS990ScheduleA/GrossReceiptsFromNonUBI/Total0401459
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYear025
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus1Year030
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus2Years029
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus3Years023
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus4Years058
IRS990ScheduleA/InvestmentIncomeAndUBTI/Total0165
IRS990ScheduleA/InvestmentIncomePercentage00.00000
IRS990ScheduleA/PriorYearSupportPercentage00.99910
IRS990ScheduleA/PubliclySupportedOrg509a20X
IRS990ScheduleA/PublicSupportPercentage50900.99960
IRS990ScheduleA/PublicSupportTotal5090413540
IRS990ScheduleA/ThirtyThreePercntTestsCY5090X
IRS990ScheduleA/Total509/CurrentTaxYear088603
IRS990ScheduleA/Total509/CurrentTaxYearMinus1Year086384
IRS990ScheduleA/Total509/CurrentTaxYearMinus2Years0100052
IRS990ScheduleA/Total509/CurrentTaxYearMinus3Years088870
IRS990ScheduleA/Total509/CurrentTaxYearMinus4Years049631
IRS990ScheduleA/Total509/Total0413540
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYear088628
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus1Year086414
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus2Years0100081
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus3Years088893
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus4Years049689
IRS990ScheduleA/TotalSupportTotal/Total0413705
IRS990ScheduleG/EventsInformation/DirectExpenseSummaryEvents043682
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent1056265
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent207789
IRS990ScheduleG/EventsInformation/GrossReceiptsOtherEvents014199
IRS990ScheduleG/EventsInformation/GrossReceiptsTotal078253
IRS990ScheduleG/EventsInformation/GrossRevenueEvent1056265
IRS990ScheduleG/EventsInformation/GrossRevenueEvent207789
IRS990ScheduleG/EventsInformation/GrossRevenueOtherEvents014199
IRS990ScheduleG/EventsInformation/GrossRevenueTotalEvents078253
IRS990ScheduleG/EventsInformation/NameOfEvent10FALL FUNDRAISER
IRS990ScheduleG/EventsInformation/NameOfEvent20SPRING FUNDRAIS
IRS990ScheduleG/EventsInformation/NetIncomeSummary034571
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent1027418
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent204522
IRS990ScheduleG/EventsInformation/OtherDirectExpensesOtherEvents011742
IRS990ScheduleG/EventsInformation/OtherDirectExpensesTotalEvents043682
IRS990ScheduleG/EventsInformation/TotalNumberOfOtherEvents02
IRS990ScheduleO/GeneralExplanation/Explanation0EXPENSES INSURANCE 674 STATE FILING FEES 10 ASSEMBLIES 5,960 BOX TOPS 28 BUSINESS PARTNERSHIP PROG 134 CHALLENGER 5TH GRADE 2,000 DARE GRADUATION 1,831 ENVIRONMENTAL EDUCATION 650 FAMILY EVENTS 475 FIELD TRIPS 6,387 GRANT PROGRAMS 1,408 MEDIA 131 OPERATING EXPENSE 299 READING NIGHT K-2 352 SCHOOL IMPROVEMENT PROG 20,000 STAFF APPRERCIATION 1,840 WEEKLY READERS 2,000 NATIONAL & STATE DUES 1,020 TOTAL 45,199
IRS990ScheduleO/GeneralExplanation/Explanation1ALL OTHERS, INCLUDING: BOX TOPS, BUSINESS PARTNERSHIP PROGRAM, CHALLENGER 5TH GRADE TRIP, DARE GRADUATION, ENVIRONMENTAL EDUCATION, FAMILY EVENTS, GRANT PROGRAMS, READING NIGHT K-2, STAFF APPRECIATION AND WEEKLY READERS.
IRS990ScheduleO/GeneralExplanation/Identifier0OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/Identifier1ALL OTHER ACCOMPLISHMENT
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/Filer/EIN0203258908
ReturnHeader/Filer/Name/BusinessNameLine10SQUARE BARN ELEMENTARY PTA
ReturnHeader/Filer/Name/BusinessNameLine20C/O MACKEBEN ELEMENTARY SCHOOL
ReturnHeader/Filer/NameControl0SQUA
ReturnHeader/Filer/Phone08476593541
ReturnHeader/Filer/USAddress/AddressLine10800 ACADEMIC DRIVE
ReturnHeader/Filer/USAddress/City0ALGONQUIN
ReturnHeader/Filer/USAddress/State0IL
ReturnHeader/Filer/USAddress/ZIPCode060102
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-09-12
ReturnHeader/Officer/Name0SHANNON MITCHELL
ReturnHeader/Officer/Phone08476593541
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/Preparer/DatePrepared02013-09-12
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10ALLIANT ADVISORS INC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1011608 DEAN ST SUITE 101
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0HUNTLEY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0IL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode060142
ReturnHeader/Preparer/Name0WADE A RUNGE
ReturnHeader/Preparer/Phone08476691040
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-07-01
ReturnHeader/TaxPeriodEndDate02013-06-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-10-14T08:45:33-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$29,110
Liabilities
-
Net assets
$29,110
Revenue
$40,118
Expenses
$46,199
Net income
-$6,081
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$18.7$18.7$35.7$23.9$11.8
2021Detailed filing. Detailed filing data is available for this year.$6.94$6.92$1.82$30.4$28.5
2020Detailed filing. Detailed filing data is available for this year.$35.5$35.5$48.2$30.6$17.6
2019Detailed filing. Detailed filing data is available for this year.$17.9$17.9$45.9$46.0$0.18
2018Summary only. Only limited summary data is available for this year.$18.1$0.00$45.8$55.2$9.49
2017Detailed filing. Detailed filing data is available for this year.$27.5$27.5$44.3$48.1$3.79
2016Detailed filing. Detailed filing data is available for this year.$31.3$31.3$49.9$71.2$21.3
2015Detailed filing. Detailed filing data is available for this year.$52.6$52.6$37.0$31.4$5.56
2014Detailed filing. Detailed filing data is available for this year.$47.0$47.0$43.7$25.8$17.9
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.1$29.1$40.1$46.2$6.08
2012Summary only. Only limited summary data is available for this year.$35.2$0.00$36.6$44.8$8.22
2011Summary only. Only limited summary data is available for this year.$43.4$0.00$39.3$31.0$8.21