Civic Intelligence

Square Barn Elementary PTA C/O Mackeben Elementary School

990EZ • Fiscal year 2022 • EIN 20-3258908

Jul 01, 2021 to Jun 30, 2022 • Filed on Oct 19, 2022

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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

81st percentile

33%

Higher net margin than 81% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

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.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

95th percentile

170%

Faster asset growth than 95% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

99th percentile

1867%

Faster revenue growth than 99% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$18,736

Up $11,798 (+170%) from 2021

Net Assets

Up

$18,736

Up $11,814 (+171%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin81st percentile

Revenue

Up

$35,703

Up $33,888 (+1867%) from 2021

Expenses

Down

$23,905

Down $6,455 (-21%) from 2021

Net Income

Up

$11,798

Up $40,343 (+141%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth95th 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

2022

Assets$18,736
Liabilities-
Net Assets$18,736
Open 2022 Filing

Operations Trend

Revenue Growth99th 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

2022

Revenue$35,703
Expenses$23,905
Net Income$11,798
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Oct 19, 2022
Return Version
2021v4.2
Gross Receipts
$48,001
Mission and Program Overview

Mission

To enhance local educational opportunities.

Program Services

DescriptionGrantsExpenses
PROVIDE FUNDS FOR SCHOOL IMPROVEMENTS. 10504 PROVIDE FUNDS FOR SCHOOL ACTIVITIES. 4888--
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMANDA STRAUSPresident-$0--
ANDREA STEWARTVice President-$0--
JEN KRAINGSecretaryPT$0--
JENNIFER VELOSOTreasurerPT$0--
CARRIE MCCABEVice President-$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
Jennifer Veloso
Title
Treasurer
Phone
8474581504
Signed
2022-10-19
Discuss with paid preparer
No

Preparer

Firm
H and R Block
Address
857 E ROLLINS RD, ROUND LAKE BEACH, IL 60073
Preparer
Connor Kies
Phone
8475483623
Supplemental Narrative

Additional Explanations

Part 1 Line 16 Bonding 310

“BONDING”

Part 1 Line 16 Membership 704

“MEMBERSHIP”

Part 1 Line 16 Activities 6,950

“ACTIVITIES”

PART 1 LINE 16 STAFF APPRECIOATION $11,002

“STAFF APPREDIATION”

Part 1 Line 16 Health 1,710

“HEALTH”

PART 1 LINE 16 BEAUTIFICATION $1,993

“BEAUTIFICATION”

PART 1 LINE 16 OPERATING EXPENSES $898

“EXPENSES”

Raw XML Appendix156 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/PersonNm0JENNIFER VELOSO
IRS990EZ/BooksInCareOfDetail/PhoneNum07036389891
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt011865 BLUE BAYOU DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Huntley
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd060142
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt06938
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt018736
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt09422
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt011798
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0125
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt06938
IRS990EZ/Form990TotalAssetsGrp/EOYAmt018736
IRS990EZ/FundraisingGrossIncomeAmt037674
IRS990EZ/GrossReceiptsAmt048001
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0905
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt06938
IRS990EZ/NetAssetsOrFundBalancesEOYAmt018736
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt06938
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt018736
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt26.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt36.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0AMANDA STRAUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANDREA STEWART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JEN KRAING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JENNIFER VELOSO
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/OtherExpensesTotalAmt023567
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO ENHANCE LOCAL EDUCATIONAL OPPORTUNITIES.
IRS990EZ/PrintingPublicationsPostageAmt0213
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE FUNDS FOR SCHOOL IMPROVEMENTS. 10504 PROVIDE FUNDS FOR SCHOOL ACTIVITIES. 4888
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt012298
IRS990EZ/SpecialEventsNetIncomeLossAmt025376
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt023905
IRS990EZ/TotalRevenueAmt035703
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.SBEPTA.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt09472
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02310
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04720
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt09432
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt07278
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt033212
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt021
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt021
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt03571
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01075
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt04117
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt08763
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt037674
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt081506
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt070093
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt076234
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0265507
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt021
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt021
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt0307482
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt047146
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt02310
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt089797
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt080600
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt087629
IRS990ScheduleA/Total509Grp/TotalAmt0307482
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt047146
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt02310
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt089797
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt080600
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt087650
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0307503
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BONDING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERSHIP
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITIES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3STAFF APPREDIATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4HEALTH
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BEAUTIFICATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART 1 LINE 16 BONDING 310
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART 1 LINE 16 MEMBERSHIP 704
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART 1 LINE 16 ACTIVITIES 6,950
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART 1 LINE 16 STAFF APPRECIOATION $11,002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART 1 LINE 16 HEALTH 1,710
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5PART 1 LINE 16 BEAUTIFICATION $1,993
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6PART 1 LINE 16 OPERATING EXPENSES $898
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER VELOSO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08474581504
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-19
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
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0223862813
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0H AND R BLOCK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0857 E ROLLINS RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROUND LAKE BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060073
ReturnHeader/PreparerPersonGrp/PhoneNum08475483623
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Connor Kies
ReturnHeader/ReturnTs02022-11-03T15:12:47Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JENNIFER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0VELOSO
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,736
Liabilities
-
Net assets
$18,736
Revenue
$35,703
Expenses
$23,905
Net income
$11,798
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
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Revenue vs current organization

34% higher

Assets vs current organization

64% lower