Civic Intelligence

Square Barn Elementary PTA C/O Mackeben Elementary School

990EZ • Fiscal year 2020 • EIN 20-3258908

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 07, 2020

Organization ProfileWWW.SBEPTA.ORG
800 Academic DriveAlgonquin, IL 60102

(847) 458-1504

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

83rd percentile

37%

Higher net margin than 83% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

88th percentile

99%

Faster asset growth than 88% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

69th percentile

5.1%

Faster revenue growth than 69% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$35,467

Up $17,601 (+99%) from 2019

Net Assets

Up

$35,467

Up $17,601 (+99%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin83rd percentile

Revenue

Up

$48,189

Up $2,333 (+5.1%) from 2019

Expenses

Down

$30,588

Down $15,452 (-34%) from 2019

Net Income

Up

$17,601

Up $17,785 (+9666%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth88th 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

2020

Assets$35,467
Liabilities-
Net Assets$35,467
Open 2020 Filing

Operations Trend

Revenue Growth69th 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

2020

Revenue$48,189
Expenses$30,588
Net Income$17,601
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 7, 2020
Return Version
2019v5.1
Gross Receipts
$89,797
Mission and Program Overview

Mission

To enhance local educational opportunities.

Program Services

DescriptionGrantsExpenses
PROVIDE FUNDS FOR SCHOOL IMPROVEMENTS. 11342 PROVIDE FUNDS FOR SCHOOL ACTIVITIES. 10806--
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CATHY MARTINPresidentPT$0--
JACKIE HARRISVice PresidentPT$0--
MICHELE BUSKYSecretaryPT$0--
CHRISTY GOERSTreasurerPT$0--
CARRIE MCCABEVice PresidentPT$0--
Filing and Contact Details

Filer

Filer Name
Square Barn Elementary Pta
EIN
20-3258908
Phone
8474581504
Address
800 ACADEMIC DRIVE, Algonquin, IL 60102

Signing Officer

Name
Christy Goers
Title
Treasurer
Phone
8474581504
Signed
2020-10-07
Discuss with paid preparer
No

Preparer

Firm
H and R Block
Address
12040 PRINCETON DR, HUNTLEY, IL 60142
Preparer
Jim Graves
Phone
8476698186
Supplemental Narrative

Additional Explanations

Part 1 Line 16

“BONDING 150”

Part 1 Line 16

“LIABILITY INSURANCE 225”

Part 1 Line 16

“MEMBERSHIP 842”

Part 1 Line 16

“WEBSITE 156”

Part 1 Line 16

“SCHOOL ACTIVITIES 10807”

Part 1 Line 16

“School improvements 11341”

Part 1 Line 16

“STAFF APPRECIATION 2046”

Part 1 Line 16

“Teacher appreciation 4879”

Part 1 Line 16

“OPERATING EXPENSES 16”

Raw XML Appendix169 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Algonquin
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
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IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt017866
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IRS990EZ/ExcessOrDeficitForYearAmt017601
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CARRIE MCCABE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt030463
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO ENHANCE LOCAL EDUCATIONAL OPPORTUNITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE FUNDS FOR SCHOOL IMPROVEMENTS. 11342 PROVIDE FUNDS FOR SCHOOL ACTIVITIES. 10806
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt041608
IRS990EZ/SpecialEventsNetIncomeLossAmt041695
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt030588
IRS990EZ/TotalRevenueAmt048189
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.SBEPTA.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04720
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt09432
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt07278
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt07278
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt028708
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt021
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt021
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt021
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt063
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt03571
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01075
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt04117
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt04117
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt02369
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt015249
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt081506
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt070093
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt076234
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt076234
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt084884
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0388951
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt021
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt021
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt021
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt063
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt0432908
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt089797
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt080600
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt087629
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt087629
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt087253
IRS990ScheduleA/Total509Grp/TotalAmt0432908
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt089797
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt080600
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt087650
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt087650
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt087274
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0432971
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BONDING 150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1LIABILITY INSURANCE 225
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERSHIP 842
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3WEBSITE 156
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SCHOOL ACTIVITIES 10807
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SCHOOL IMPROVEMENTS 11341
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6STAFF APPRECIATION 2046
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7TEACHER APPRECIATION 4879
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8OPERATING EXPENSES 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART 1 LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART 1 LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART 1 LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART 1 LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART 1 LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5PART 1 LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6PART 1 LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7PART 1 LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8PART 1 LINE 16
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTY GOERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08474581504
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SQUARE BARN ELEMENTARY PTA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O MACKEBEN ELEMENTARY SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0SQUA
ReturnHeader/Filer/EIN0203258908
ReturnHeader/Filer/PhoneNum08474581504
ReturnHeader/Filer/USAddress/AddressLine1Txt0800 ACADEMIC DRIVE
ReturnHeader/Filer/USAddress/CityNm0Algonquin
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060102
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ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0FE717E9454ADDFC04BF7E5D0F48F485642ADD2C6
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.184.211.86
ReturnHeader/FilingSecurityInformation/IPDt02020-10-14
ReturnHeader/FilingSecurityInformation/IPTm015:30:07
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0364331555
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0H AND R BLOCK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012040 PRINCETON DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HUNTLEY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060142
ReturnHeader/PreparerPersonGrp/PhoneNum08476698186
ReturnHeader/PreparerPersonGrp/PreparationDt02020-10-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JIM GRAVES
ReturnHeader/ReturnTs02020-10-14T20:17:31Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$35,467
Liabilities
-
Net assets
$35,467
Revenue
$48,189
Expenses
$30,588
Net income
$17,601
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