Civic Intelligence

May Whitney Elementary Parent-Teacher Organization

990EZ • Fiscal year 2020 • EIN 26-4606340

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 13, 2020

Organization ProfileN/A
100 Church StreetLake Zurich, IL 60047

(847) 438-2351

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$25,005

Down $4,474 (-15%) from 2019

Net Assets

Down

$24,651

Down $4,828 (-16%) from 2019

Liabilities

$354

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

Down

$18,252

Down $11,147 (-38%) from 2019

Expenses

Down

$21,208

Down $10,786 (-34%) from 2019

Net Income

Down

-$2,956

Down $361 (-14%) from 2019

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2012: $22,538Net Assets 2012: $22,5382012Assets 2013: $28,787Net Assets 2013: $28,7872013Assets 2014: $28,352Net Assets 2014: $28,3522014Assets 2015: $21,010Net Assets 2015: $21,0102015Assets 2016: $34,264Net Assets 2016: $34,2642016Assets 2017: $35,249Net Assets 2017: $35,2492017Assets 2018: $31,654Net Assets 2018: $31,6542018Assets 2019: $29,479Net Assets 2019: $29,4792019Assets 2020: $25,005Liabilities 2020: $354Net Assets 2020: $24,6512020Assets 2021: $20,486Net Assets 2021: $20,4862021Assets 2022: $18,992Liabilities 2022: $0Net Assets 2022: $18,9922022Assets 2023: $21,237Liabilities 2023: $0Net Assets 2023: $21,2372023Assets 2024: $28,360Liabilities 2024: $0Net Assets 2024: $28,3602024Assets 2025: $34,742Liabilities 2025: $0Net Assets 2025: $34,7422025

Highlighted filing

2020

Assets$25,005
Liabilities$354
Net Assets$24,651
Open 2020 Filing

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2012: $46,127Expenses 2012: $46,087Net Income 2012: $402012Revenue 2013: $40,302Expenses 2013: $34,053Net Income 2013: $6,2492013Revenue 2014: $41,577Expenses 2014: $42,012Net Income 2014: -$4352014Revenue 2015: $42,641Expenses 2015: $49,983Net Income 2015: -$7,3422015Revenue 2016: $40,844Expenses 2016: $27,590Net Income 2016: $13,2542016Revenue 2017: $36,381Expenses 2017: $35,647Net Income 2017: $7342017Revenue 2018: $26,262Expenses 2018: $28,998Net Income 2018: -$2,7362018Revenue 2019: $29,399Expenses 2019: $31,994Net Income 2019: -$2,5952019Revenue 2020: $18,252Expenses 2020: $21,208Net Income 2020: -$2,9562020Revenue 2021: $1,089Expenses 2021: $5,254Net Income 2021: -$4,1652021Revenue 2022: $3,003Expenses 2022: $4,497Net Income 2022: -$1,4942022Revenue 2023: $9,751Expenses 2023: $7,506Net Income 2023: $2,2452023Revenue 2024: $17,637Expenses 2024: $10,514Net Income 2024: $7,1232024Revenue 2025: $21,998Expenses 2025: $15,616Net Income 2025: $6,3822025

Highlighted filing

2020

Revenue$18,252
Expenses$21,208
Net Income-$2,956
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 13, 2020
Return Version
2019v5.0
Gross Receipts
$32,362
Mission and Program Overview

Mission

Charitable and educational

Program Services

DescriptionGrantsExpenses
PROVIDED ALL-SCHOOL ASSEMBLIES TO STUDENTS THAT INCLUDED Educational Presentations and Enrichment. THE NUMBER OF STUDENTS THAT BENEFITED FROM THIS PROGRAM EXCEEDS 500.$5,210-
PROVIDED FAMILY EVENTS FOR STUDENTS AND THEIR FAMILIES THAT BOOST SCHOOL MORALE. THE NUMBER OF STUDENTS THAT BENEFITED FROM THIS PROGRAM EXCEEDS 500.$3,795-
PROVIDED SUPPLEMENTAL CLASSROOM ENHANCEMENTS, Parent Relations, SUPPLIES and OVERALL SCHOOL HOSPITALITY. THE NUMBER OF STUDENTS THAT BENEFITED FROM THIS PROGRAM EXCEEDS 500.$1,813-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lisa FarranTreasurer-$0--
Mary NolanSecretary-$0--
Erna MesicVice President-$0--
Stephanie KingPresident-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
stress free$9,559$9,559$69$9,490
Holiday Shop$7,261$7,261$6,613$648
Total Events$16,820$16,820$6,682$10,138
Filing and Contact Details

Filer

Filer Name
May Whitney Elementary
EIN
26-4606340
Phone
8474382351
Address
100 CHURCH STREET, LAKE ZURICH, IL 60047

Signing Officer

Name
Erna Mesic
Title
Vice President
Phone
7738753118
Signed
2020-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Bottom Line Solutions Ltd
Address
55 GENTRY DRIVE, HAWTHORN WOODS, IL 60047
Preparer
Brian Daly
Phone
8477262692
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.2

“| Donee's Name: Lake Zurich Commty Unit Sch District 95 | Donee's Address: 400 South Old Rand Road lake zurich il 60047 | Cash Amount Given: $19016”

Other Expenses.1002

“Office Expenses $1787”

Total Liabilities.1005

“Escrow Account Liability - Beginning $1871 Escrow Account Liability - Ending $354”

Raw XML Appendix176 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Stephanie King
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President
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IRS990EZ/OtherChangesInNetAssetsAmt0-1
IRS990EZ/OtherExpensesTotalAmt01787
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHARITABLE AND EDUCATIONAL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED SUPPLEMENTAL CLASSROOM ENHANCEMENTS, Parent Relations, SUPPLIES and OVERALL SCHOOL HOSPITALITY. THE NUMBER OF STUDENTS THAT BENEFITED FROM THIS PROGRAM EXCEEDS 500.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDED ALL-SCHOOL ASSEMBLIES TO STUDENTS THAT INCLUDED Educational Presentations and Enrichment. THE NUMBER OF STUDENTS THAT BENEFITED FROM THIS PROGRAM EXCEEDS 500.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PROVIDED FAMILY EVENTS FOR STUDENTS AND THEIR FAMILIES THAT BOOST SCHOOL MORALE. THE NUMBER OF STUDENTS THAT BENEFITED FROM THIS PROGRAM EXCEEDS 500.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01813
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt15210
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt013160
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0169669
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0stress free
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Holiday Shop
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt09559
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Lake Zurich Commty Unit Sch District 95 | Donee's Address: 400 South Old Rand Road lake zurich il 60047 | Cash Amount Given: $19016
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $1787
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Escrow Account Liability - Beginning $1871 Escrow Account Liability - Ending $354
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
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ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Erna Mesic
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/PhoneNum07738753118
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MAY WHITNEY ELEMENTARY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PARENT-TEACHER ORGANIZATION
ReturnHeader/Filer/BusinessNameControlTxt0MAYW
ReturnHeader/Filer/EIN0264606340
ReturnHeader/Filer/PhoneNum08474382351
ReturnHeader/Filer/USAddress/AddressLine1Txt0100 CHURCH STREET
ReturnHeader/Filer/USAddress/CityNm0LAKE ZURICH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060047
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201460241
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BOTTOM LINE SOLUTIONS LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt055 GENTRY DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HAWTHORN WOODS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060047
ReturnHeader/PreparerPersonGrp/PhoneNum08477262692
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRIAN DALY
ReturnHeader/ReturnTs02020-11-13T07:00:03-08:00
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
$25,005
Liabilities
$354
Net assets
$24,651
Revenue
$18,252
Expenses
$21,208
Net income
-$2,956
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$34.7$0.00$34.7$22.0$15.6$6.38
2024Detailed filing. Detailed filing data is available for this year.$28.4$0.00$28.4$17.6$10.5$7.12
2023Detailed filing. Detailed filing data is available for this year.$21.2$0.00$21.2$9.75$7.51$2.25
2022Detailed filing. Detailed filing data is available for this year.$19.0$0.00$19.0$3.00$4.50$1.49
2021Detailed filing. Detailed filing data is available for this year.$20.5$20.5$1.09$5.25$4.17
2020Detailed filing. Detailed filing data is available for this year.$25.0$0.35$24.7$18.3$21.2$2.96
2019Detailed filing. Detailed filing data is available for this year.$29.5$29.5$29.4$32.0$2.60
2018Detailed filing. Detailed filing data is available for this year.$31.7$31.7$26.3$29.0$2.74
2017Detailed filing. Detailed filing data is available for this year.$35.2$35.2$36.4$35.6$0.73
2016Detailed filing. Detailed filing data is available for this year.$34.3$34.3$40.8$27.6$13.3
2015Detailed filing. Detailed filing data is available for this year.$21.0$21.0$42.6$50.0$7.34
2014Detailed filing. Detailed filing data is available for this year.$28.4$28.4$41.6$42.0$0.44
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.8$28.8$40.3$34.1$6.25
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.5$22.5$46.1$46.1$0.04