Civic Intelligence

Liberty School PTA

EIN 20-3400038 • 501(c)3 • Bolingbrook, IL

Profile

Provide programs, equipment and supplies for the educational benefit of students of liberty elementary school in bolingbrook, illinois.

1401 Essington RoadBolingbrook, IL 60490

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

83rd percentile

33%

Higher net margin than 83% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

97th percentile

435%

Faster asset growth than 97% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

87th percentile

67%

Faster revenue growth than 87% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$27,293

Up $22,192 (+435%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$27,293

Up $22,192 (+435%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin83rd percentile

Revenue

Up

$70,853

Up $28,339 (+67%) from 2024

Expenses

Up

$47,820

Up $9,327 (+24%) from 2024

Net Income

Up

$23,033

Up $19,012 (+473%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth97th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40K$30K$20K$10K$0Assets 2011: $26,468Liabilities 2011: $0Net Assets 2011: $26,4682011Assets 2012: $16,657Liabilities 2012: $02012Assets 2013: $18,919Liabilities 2013: $02013Assets 2014: $35,828Liabilities 2014: $02014Assets 2015: $18,905Liabilities 2015: $02015Assets 2016: $19,725Liabilities 2016: $02016Assets 2017: $11,374Liabilities 2017: $02017Assets 2018: $11,088Liabilities 2018: $02018Assets 2022: $2,517Net Assets 2022: $2,5172022Assets 2023: $1,080Net Assets 2023: $1,0802023Assets 2024: $5,101Net Assets 2024: $5,1012024Assets 2025: $27,293Net Assets 2025: $27,2932025

Highlighted filing

2025

Assets$27,293
Liabilities-
Net Assets$27,293
Open 2025 Filing

Operations Trend

Revenue Growth87th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KExpenses 2011: $20,6492011Revenue 2012: $32,042Expenses 2012: $41,853Net Income 2012: -$9,8112012Revenue 2013: $11,950Expenses 2013: $9,688Net Income 2013: $2,2622013Revenue 2014: $40,501Expenses 2014: $23,592Net Income 2014: $16,9092014Revenue 2015: $20,205Expenses 2015: $37,128Net Income 2015: -$16,9232015Revenue 2016: $25,916Expenses 2016: $26,772Net Income 2016: -$8562016Revenue 2017: $15,706Expenses 2017: $24,057Net Income 2017: -$8,3512017Revenue 2018: $6,635Expenses 2018: $6,921Net Income 2018: -$2862018Revenue 2022: $12,238Expenses 2022: $21,082Net Income 2022: -$8,8442022Revenue 2023: $32,901Expenses 2023: $34,338Net Income 2023: -$1,4372023Revenue 2024: $42,514Expenses 2024: $38,493Net Income 2024: $4,0212024Revenue 2025: $70,853Expenses 2025: $47,820Net Income 2025: $23,0332025

Highlighted filing

2025

Revenue$70,853
Expenses$47,820
Net Income$23,033
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,293
Liabilities
-
Net assets
$27,293
Revenue
$70,853
Expenses
$47,820
Net income
$23,033
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$27.3$27.3$70.9$47.8$23.0
2024Detailed filing. Detailed filing data is available for this year.$5.10$5.10$42.5$38.5$4.02
2023Detailed filing. Detailed filing data is available for this year.$1.08$1.08$32.9$34.3$1.44
2022Detailed filing. Detailed filing data is available for this year.$2.52$2.52$12.2$21.1$8.84
2018Summary only. Only limited summary data is available for this year.$11.1$0.00$6.64$6.92$0.29
2017Summary only. Only limited summary data is available for this year.$11.4$0.00$15.7$24.1$8.35
2016Summary only. Only limited summary data is available for this year.$19.7$0.00$25.9$26.8$0.86
2015Summary only. Only limited summary data is available for this year.$18.9$0.00$20.2$37.1$16.9
2014Summary only. Only limited summary data is available for this year.$35.8$0.00$40.5$23.6$16.9
2013Summary only. Only limited summary data is available for this year.$18.9$0.00$12.0$9.69$2.26
2012Summary only. Only limited summary data is available for this year.$16.7$0.00$32.0$41.9$9.81
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.5$0.00$26.5$20.6
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 29, 2025
Return Version
2024v5.2
Gross Receipts
$70,853
Mission and Program Overview

Mission

Provide programs, equipment and supplies for the educational benefit of students of liberty elementary school in bolingbrook, illinois.

Program Services

DescriptionGrantsExpenses
PROVIDE PROGRAMS, EQUIPMENT AND SUPPLIES FOR THE EDUCATIONAL BENEFIT OF STUDENTS OF LIBERTY ELEMENTARY SCHOOL IN BOLINGBROOK, ILLINOIS$0$0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CLAIRE HOTAKIPresidentPT$0--
EMILY TOWNSENDVice PresidentPT$0--
LINDSAY FRAITCo-SecretaryPT$0--
NICOLE HARTLEYCo-SecretaryPT$0--
ROSE BRODERICKTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
School Events-$0-$0
Total Events-$0-$0
Filing and Contact Details

Filer

Filer Name
Liberty School Pta
EIN
20-3400038
Phone
8156093037
Address
1401 ESSINGTON ROAD, BOLINGBROOK, IL 60490

Signing Officer

Name
Rose Broderick
Title
Treasurer
Phone
8156093037
Signed
2025-10-29
Discuss with paid preparer
Yes

Preparer

Firm
TJ Phelan & Associates LLC
Address
2314 Verdun Dr, Joliet, IL 60435
Preparer
Timothy J Phelan CPA
Phone
8154360299
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“BUSINESS EXPENSES 2810.”

Form 990EZ, Part I, Line 16

“MISC 487.”

Form 990EZ, Part I, Line 16

“Teacher supps and wish list 40.”

Form 990EZ, Part I, Line 16

“SCHOOL EXPENSES 5090.”

Form 990EZ, Part I, Line 16

“EVENTS 33855.”

Form 990EZ, Part I, Line 16

“FUNDRAISERS 0.”

Form 990EZ, Part I, Line 16

“CLASS PARTIES 5538.”

Raw XML Appendix179 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/OfficerDirectorTrusteeEmplGrp/PersonNm0CLAIRE HOTAKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1EMILY TOWNSEND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LINDSAY FRAIT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3NICOLE HARTLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ROSE BRODERICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CO-SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CO-SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt047820
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE PROGRAMS, EQUIPMENT AND SUPPLIES FOR THE EDUCATIONAL BENEFIT OF STUDENTS OF LIBERTY ELEMENTARY SCHOOL IN BOLINGBROOK, ILLINOIS.
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE PROGRAMS, EQUIPMENT AND SUPPLIES FOR THE EDUCATIONAL BENEFIT OF STUDENTS OF LIBERTY ELEMENTARY SCHOOL IN BOLINGBROOK, ILLINOIS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt067632
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt047820
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt070853
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0false
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0203400038
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt047820
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0LIBERTY ELEM SCHOOL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt047820
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SCHOOL EVENTS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BUSINESS EXPENSES 2810.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MISC 487.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TEACHER SUPPS AND WISH LIST 40.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SCHOOL EXPENSES 5090.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4EVENTS 33855.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FUNDRAISERS 0.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROSE BRODERICK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08156093037
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LIBERTY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0LIBE
ReturnHeader/Filer/EIN0203400038
ReturnHeader/Filer/PhoneNum08156093037
ReturnHeader/Filer/USAddress/AddressLine1Txt01401 ESSINGTON ROAD
ReturnHeader/Filer/USAddress/CityNm0BOLINGBROOK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060490
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0205389514
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02314 Verdun Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Joliet
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060435
ReturnHeader/PreparerPersonGrp/PhoneNum08154360299
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Timothy J Phelan CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-01T23:06:46-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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