Civic Intelligence

May Whitney Elementary Parent-Teacher Organization

990EZ • Fiscal year 2023 • EIN 26-4606340

Jul 01, 2022 to Jun 30, 2023 • Filed on Jan 15, 2024

100 Church StreetLake Zurich, IL 60047

(847) 438-2351

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$21,237

Up $2,245 (+12%) from 2022

Net Assets

Up

$21,237

Up $2,245 (+12%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses

Revenue

Up

$9,751

Up $6,748 (+225%) from 2022

Expenses

Up

$7,506

Up $3,009 (+67%) from 2022

Net Income

Up

$2,245

Up $3,739 (+250%) from 2022

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

2023

Assets$21,237
Liabilities$0
Net Assets$21,237

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

2023

Revenue$9,751
Expenses$7,506
Net Income$2,245
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Jan 15, 2024
Return Version
2022v5.0
Gross Receipts
$19,460
Mission and Program Overview

Mission

Charitable and educational

Program Services

DescriptionGrantsExpenses
PROVIDED FAMILY EVENTS FOR STUDENTS AND THEIR FAMILIES THAT BOOST SCHOOL MORALE. THE NUMBER OF STUDENTS THAT BENEFITED FROM THIS PROGRAM EXCEEDS 500.$0$4,345
PROVIDED SUPPLEMENTAL CLASSROOM ENHANCEMENTS, PARENT RELATIONS, SUPPLIES AND OVERALL SCHOOL HOSPITALITY. THE NUMBER OF STUDENTS THAT BENEFITED FROM THIS PROGRAM EXCEEDS 500.$0$3,364
PROVIDED ALL-SCHOOL ASSEMBLIES TO STUDENTS THAT INCLUDED EDUCATIONAL PRESENTATIONS AND ENRICHMENT. THE NUMBER OF STUDENTS THAT BENEFITED FROM THIS PROGRAM EXCEEDS 500.$0$2,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MELISSA KHIANIPresident-$0--
LISA NARDIELLOTreasurer-$0--
DANIELLE SPECIALEPresident-$0--
KRISTIN MINTJALSecretary-$0--
KAREN GOREVice President-$0--
HETA ZAVERIVice President-$0--
ROBIN QUINONESTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Kids Event, Halloween Bash, Dinner$14,098$14,098$6,503$7,595
Book Fair, Family Event$5,120$5,120$3,206$1,914
Total Events$19,218$19,218$9,709$9,509
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
Melissa Khiani
Title
President
Phone
6306889891
Signed
2024-01-15
Discuss with paid preparer
Yes

Preparer

Firm
Winters & Company LLC
Address
108 S WYNSTONE PARK DRIVE SUITE 100, NORTH BARRINGTON, IL 60010
Preparer
Maricela Olague
Phone
8473826002
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: charitable. Grantee name: cusd 95 - may whitney elementary school. Grantee address: 100 church street lake zurich, il 60047. Grantee relationship: school. Property description: classroom allocation. Date of gift: various. Amount given: 5,495.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: charitable. Grantee name: cusd 95 - may whitney elementary school. Grantee address: 100 church street lake zurich, il 60047. Grantee relationship: school district/ school. Property description: gift basket donation. Date of gift: 02/17/23. Amount given: 91.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: charitable. Grantee name: district 95 educational foundation. Grantee address: 832 s. Rand road lake zurich, il 60047. Grantee relationship: school district foundation. Property description: cash donation. Date of gift: 03/05/23. Amount given: 547. Total included on form 990-ez, line 10: 6,133.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: pto expenses. Amount: 623.

Form 990-ez, Part II, Line 24 - Other Assets

Description: other. Beg. Of year amount: 160. End of year amount: 0.

Raw XML Appendix212 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/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VICE PRESIDENT
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IRS990EZ/OperateHospitalInd00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDED FAMILY EVENTS FOR STUDENTS AND THEIR FAMILIES THAT BOOST SCHOOL MORALE. THE NUMBER OF STUDENTS THAT BENEFITED FROM THIS PROGRAM EXCEEDS 500.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PROVIDED ALL-SCHOOL ASSEMBLIES TO STUDENTS THAT INCLUDED EDUCATIONAL PRESENTATIONS AND ENRICHMENT. THE NUMBER OF STUDENTS THAT BENEFITED FROM THIS PROGRAM EXCEEDS 500.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: CUSD 95 - MAY WHITNEY ELEMENTARY SCHOOL. GRANTEE ADDRESS: 100 CHURCH STREET LAKE ZURICH, IL 60047. GRANTEE RELATIONSHIP: SCHOOL. PROPERTY DESCRIPTION: CLASSROOM ALLOCATION. DATE OF GIFT: VARIOUS. AMOUNT GIVEN: 5,495.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: CUSD 95 - MAY WHITNEY ELEMENTARY SCHOOL. GRANTEE ADDRESS: 100 CHURCH STREET LAKE ZURICH, IL 60047. GRANTEE RELATIONSHIP: SCHOOL DISTRICT/ SCHOOL. PROPERTY DESCRIPTION: GIFT BASKET DONATION. DATE OF GIFT: 02/17/23. AMOUNT GIVEN: 91.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: DISTRICT 95 EDUCATIONAL FOUNDATION. GRANTEE ADDRESS: 832 S. RAND ROAD LAKE ZURICH, IL 60047. GRANTEE RELATIONSHIP: SCHOOL DISTRICT FOUNDATION. PROPERTY DESCRIPTION: CASH DONATION. DATE OF GIFT: 03/05/23. AMOUNT GIVEN: 547. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 6,133.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: PTO EXPENSES. AMOUNT: 623.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: OTHER. BEG. OF YEAR AMOUNT: 160. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MELISSA KHIANI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06306889891
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-01-15
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/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0300171654
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WINTERS & COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0108 S WYNSTONE PARK DRIVE SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NORTH BARRINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060010
ReturnHeader/PreparerPersonGrp/PhoneNum08473826002
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARICELA OLAGUE
ReturnHeader/ReturnTs02024-01-31T13:37:11-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MELISSA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KHIANI
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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