Civic Intelligence

Edgebrook Parent Teacher Organization

990EZ • Fiscal year 2021 • EIN 36-3073067

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 09, 2021

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

5th percentile

-181%

Higher net margin than 5% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

15th percentile

-26%

Faster asset growth than 15% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

6th percentile

-86%

Faster revenue growth than 6% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$8,078

Down $2,846 (-26%) from 2020

Net Assets

Down

$8,078

Down $2,846 (-26%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin5th percentile

Revenue

Down

$1,575

Down $9,905 (-86%) from 2020

Expenses

Down

$4,421

Down $3,314 (-43%) from 2020

Net Income

Down

-$2,846

Down $6,591 (-176%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth15th 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

2021

Assets$8,078
Liabilities-
Net Assets$8,078
Open 2021 Filing

Operations Trend

Revenue Growth6th 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

2021

Revenue$1,575
Expenses$4,421
Net Income-$2,846
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 9, 2021
Return Version
2020v4.1
Gross Receipts
$1,575
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.-$3,385
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Teri ValenzianoPresident-$0--
Megan DavisVice President-$0--
Sandra HernandezVice President-$0--
Vicki O'HalleranTreasurer-$0--
Dana AdkinsTreasurer-$0--
Lauren MackiewiczSecretary-$0--
Christy CalabreseSecretary-$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
2021-11-09
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 219”

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

“Bank Fees 5”

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

“Filing Fees 28”

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

“Assemblies Classroom 474”

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

“Software 129”

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

“Teacher Appreciation 2,911”

Raw XML Appendix159 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/BooksInCareOfDetail/USAddress/CityNm0McHenry
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Vicki O'Halleran
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Dana Adkins
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Lauren Mackiewicz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Christy Calabrese
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt03766
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03385
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt04421
IRS990EZ/TotalProgramServiceExpensesAmt03385
IRS990EZ/TotalRevenueAmt01575
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/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0363073067
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt03385
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Edgebrook School
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt03385
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Family Events 219
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Bank Fees 5
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Filing Fees 28
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Assemblies Classroom 474
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Software 129
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Teacher Appreciation 2,911
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
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Vicki O'Halleran
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-09
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
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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/PreparationDt02021-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Cheryden Juergensen
ReturnHeader/ReturnTs02021-11-09T12:59:46-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Vicki
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0OHalleran
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,078
Liabilities
-
Net assets
$8,078
Revenue
$1,575
Expenses
$4,421
Net income
-$2,846
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