Civic Intelligence

Edgebrook Parent Teacher Organization

990EZ • Fiscal year 2020 • EIN 36-3073067

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 11, 2020

Organization ProfileN/A
701 N Green StreetMcHenry, IL 60050

(815) 861-5311

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

80th percentile

33%

Higher net margin than 80% of similar nonprofits.

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

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% 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

80th percentile

52%

Faster asset growth than 80% of similar nonprofits.

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

Revenue Growth

67th percentile

2.8%

Faster revenue growth than 67% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$10,924

Up $3,745 (+52%) from 2019

Net Assets

Up

$10,924

Up $3,745 (+52%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin80th percentile

Revenue

Up

$11,480

Up $317 (+2.8%) from 2019

Expenses

Down

$7,735

Down $3,620 (-32%) from 2019

Net Income

Up

$3,745

Up $3,937 (+2051%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

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

$15K$10K$5.0K$0Assets 2019: $7,179Net Assets 2019: $7,1792019Assets 2020: $10,924Net Assets 2020: $10,9242020Assets 2021: $8,078Net Assets 2021: $8,0782021Assets 2022: $8,058Net Assets 2022: $8,0582022Assets 2023: $8,094Liabilities 2023: $0Net Assets 2023: $8,0942023Assets 2024: $8,055Net Assets 2024: $8,0552024Assets 2025: $12,191Net Assets 2025: $12,1912025

Highlighted filing

2020

Assets$10,924
Liabilities-
Net Assets$10,924
Open 2020 Filing

Operations Trend

Revenue Growth67th percentile

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

$40K$30K$20K$10K$0-$10KRevenue 2019: $11,163Expenses 2019: $11,355Net Income 2019: -$1922019Revenue 2020: $11,480Expenses 2020: $7,735Net Income 2020: $3,7452020Revenue 2021: $1,575Expenses 2021: $4,421Net Income 2021: -$2,8462021Revenue 2022: $13,424Expenses 2022: $13,444Net Income 2022: -$202022Revenue 2023: $36,083Expenses 2023: $36,047Net Income 2023: $362023Revenue 2024: $29,656Expenses 2024: $27,312Net Income 2024: $2,3442024Revenue 2025: $16,578Expenses 2025: $12,442Net Income 2025: $4,1362025

Highlighted filing

2020

Revenue$11,480
Expenses$7,735
Net Income$3,745
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 11, 2020
Return Version
2019v5.1
Gross Receipts
$20,080
Mission and Program Overview

Mission

Support teachers in educating children by providing supplies programs

Program Services

DescriptionGrantsExpenses
Support teachers in educating children by providing supplies and educational programs.-$3,171
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Teri ValenzianoPresident-$0--
Megan DavisVice President-$0--
Brittany AlersVice President-$0--
Vicki O'HalleranTreasurer-$0--
Dana AdkinsSecretary-$0--
Laura MickowSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Edgebrook Parent Teacher Organization
EIN
36-3073067
Phone
8158615311
Address
701 N Green Street, McHenry, IL 60050

Signing Officer

Name
Vicki O'Halleran
Title
Treasurer
Signed
2020-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Eder Casella & Co
Address
5400 W Elm Street Suite 203, McHenry, IL 60050
Preparer
Cheryden Juergensen
Phone
8153441300
Supplemental Narrative

Additional Explanations

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

“Family Events 2,822”

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

“Box Tops 14”

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

“Miscellaneous 120”

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

“Bank Fees 5”

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

“Office Supplies 928”

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

“Filing Fees 26”

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

“Assemblies Classroom 483”

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

“Field Trips 13”

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

“Hospitality 16”

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

“Gift cards 30”

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

“Teacher Appreciation 2,628”

Raw XML Appendix175 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/PersonNm0Vicki O'Halleran
IRS990EZ/BooksInCareOfDetail/PhoneNum08152363378
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0701 N Green Street
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0McHenry
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd060050
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt07179
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt010924
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt06320
IRS990EZ/CostOfGoodsSoldAmt03203
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03745
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0650
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt07179
IRS990EZ/Form990TotalAssetsGrp/EOYAmt010924
IRS990EZ/FundraisingGrossIncomeAmt010007
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0550
IRS990EZ/GrossReceiptsAmt020080
IRS990EZ/GrossSalesOfInventoryAmt03753
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt07179
IRS990EZ/NetAssetsOrFundBalancesEOYAmt010924
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt07179
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt010924
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Teri Valenziano
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Megan Davis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Brittany Alers
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Vicki O'Halleran
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Dana Adkins
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Laura Mickow
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt07085
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Support teachers in educating children by providing supplies programs
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Support teachers in educating children by providing supplies and educational programs.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03171
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt05397
IRS990EZ/SpecialEventsNetIncomeLossAmt04610
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt07735
IRS990EZ/TotalProgramServiceExpensesAmt03171
IRS990EZ/TotalRevenueAmt011480
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/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0363073067
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt03171
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Edgebrook School
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt03171
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Family Events 2,822
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Box Tops 14
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Miscellaneous 120
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Bank Fees 5
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Office Supplies 928
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Filing Fees 26
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Assemblies Classroom 483
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Field Trips 13
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Hospitality 16
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Gift cards 30
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Teacher Appreciation 2,628
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Vicki O'Halleran
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Edgebrook Parent Teacher Organization
ReturnHeader/Filer/BusinessNameControlTxt0EDGE
ReturnHeader/Filer/EIN0363073067
ReturnHeader/Filer/PhoneNum08158615311
ReturnHeader/Filer/USAddress/AddressLine1Txt0701 N Green Street
ReturnHeader/Filer/USAddress/CityNm0McHenry
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060050
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId088D429869C683ADA1C027450E415757530BF4172
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId014097EDD280FA3781F5D1958EC55382FB247C39D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.145.133.57
ReturnHeader/FilingSecurityInformation/IPDt02020-11-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm014:58:26
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Eder Casella & Co
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05400 W Elm Street Suite 203
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0McHenry
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060050
ReturnHeader/PreparerPersonGrp/PhoneNum08153441300
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Cheryden Juergensen
ReturnHeader/ReturnTs02020-11-11T08:58:38-00:00
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
$10,924
Liabilities
-
Net assets
$10,924
Revenue
$11,480
Expenses
$7,735
Net income
$3,745
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$12.2$12.2$16.6$12.4$4.14
2024Detailed filing. Detailed filing data is available for this year.$8.06$8.06$29.7$27.3$2.34
2023Detailed filing. Detailed filing data is available for this year.$8.09$0.00$8.09$36.1$36.0$0.04
2022Detailed filing. Detailed filing data is available for this year.$8.06$8.06$13.4$13.4$0.02
2021Detailed filing. Detailed filing data is available for this year.$8.08$8.08$1.58$4.42$2.85
2020Detailed filing. Detailed filing data is available for this year.$10.9$10.9$11.5$7.74$3.75
2019Detailed filing. Detailed filing data is available for this year.$7.18$7.18$11.2$11.4$0.19