Civic Intelligence

Red Oak School PTA

990EZ • Fiscal year 2018 • EIN 36-3312966

Jul 01, 2017 to Jun 30, 2018 • Filed on Aug 21, 2018

Organization Profilen/a
530 Red Oak LaneHighland Park, IL 60035

(847) 831-4570

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

10th percentile

-39%

Higher net margin than 10% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

29th percentile

-10%

Faster asset growth than 29% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

36th percentile

-8.5%

Faster revenue growth than 36% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$65,321

Down $7,464 (-10%) from 2017

Net Assets

Down

$65,321

Down $7,464 (-10%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin10th percentile

Revenue

Down

$19,061

Down $1,770 (-8.5%) from 2017

Expenses

Down

$26,525

Down $14,363 (-35%) from 2017

Net Income

Up

-$7,464

Up $12,593 (+63%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$150K$100K$50K$0Assets 2014: $117,737Net Assets 2014: $117,7372014Assets 2016: $92,842Net Assets 2016: $92,8422016Assets 2017: $72,785Net Assets 2017: $72,7852017Assets 2018: $65,321Net Assets 2018: $65,3212018

Highlighted filing

2018

Assets$65,321
Liabilities-
Net Assets$65,321
Open 2018 Filing

Operations Trend

Revenue Growth36th percentile

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

$60K$40K$20K$0-$20K-$40KRevenue 2014: $36,594Expenses 2014: $41,965Net Income 2014: -$5,3712014Revenue 2016: $18,916Expenses 2016: $34,656Net Income 2016: -$15,7402016Revenue 2017: $20,831Expenses 2017: $40,888Net Income 2017: -$20,0572017Revenue 2018: $19,061Expenses 2018: $26,525Net Income 2018: -$7,4642018

Highlighted filing

2018

Revenue$19,061
Expenses$26,525
Net Income-$7,464
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Aug 21, 2018
Return Version
2017v2.3
Gross Receipts
$113,675
Mission and Program Overview

Mission

enhance education of students at Red Oak School

Program Services

DescriptionGrantsExpenses
To enhance the education of the students at Red Oak School by facilitating interaction between the schools teachers and students parents Provide most current computer technology, updated library field trips, all to benefit the-$20,136
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Christy Cardenas JonesCo Treas-$0--
Jocelyn HechtCo-VP-$0--
Julie CreininCo PresidentPT$0--
Amy LauerCo Treas-$0--
Diana MarcusCo VP-$0--
Molly LevyCo Sec-$0--
Leah BrajerCo PresidentPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
after school programs$48,022$48,022$45,506$2,516
food days$44,780$44,780$34,728$10,052
Total Events$104,809$104,809$89,766$15,043
Filing and Contact Details

Filer

Filer Name
Red Oak School PTA
EIN
36-3312966
Phone
8478314570
Address
530 Red Oak Lane, Highland Park, IL 60035

Signing Officer

Name
Christy Cardenas Jones
Title
Treasurer
Signed
2018-08-21
Discuss with paid preparer
Yes

Preparer

Firm
Teresa S Rupp CPA
Address
120 S Harvey, Oak Park, IL 60302
Preparer
Teresa R Benno
Phone
7084459396
Supplemental Narrative

Additional Explanations

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

“Supplies 117”

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

“membership/dues 30”

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

“author visit 3,277”

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

“it expenses 1,750”

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

“bank charges 210”

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

“Fees 10”

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

“Hospitality 440”

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

“insurance 425”

Raw XML Appendix198 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/PhoneNum08478314570
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0530 Red Oak Lane
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Highland Park
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd060035
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt072785
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt065321
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IRS990EZ/ContributionsGiftsGrantsEtcAmt01963
IRS990EZ/CostOfGoodsSoldAmt04848
IRS990EZ/DonorAdvisedFndsInd0false
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IRS990EZ/ExcessOrDeficitForYearAmt0-7464
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt072785
IRS990EZ/Form990TotalAssetsGrp/EOYAmt065321
IRS990EZ/FundraisingGrossIncomeAmt0104809
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0-611
IRS990EZ/GrossReceiptsAmt0113675
IRS990EZ/GrossSalesOfInventoryAmt04237
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Christy Cardenas Jones
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jocelyn Hecht
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Julie Creinin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Amy Lauer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Diana Marcus
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Molly Levy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Leah Brajer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Co Treas
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Co-VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Co President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Co Treas
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Co VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Co Sec
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Co President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt06259
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0enhance education of students at Red Oak School
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To enhance the education of the students at Red Oak School by facilitating interaction between the schools teachers and students parents Provide most current computer technology, updated library field trips, all to benefit the
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt020136
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt089766
IRS990EZ/SpecialEventsNetIncomeLossAmt015043
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt026525
IRS990EZ/TotalProgramServiceExpensesAmt020136
IRS990EZ/TotalRevenueAmt019061
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/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3FuncIntGrp/AppointElectMajorityOfficerInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ExerciseDirectionPoliciesInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0false
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd0false
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0363873034
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd06
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Red Oak School
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt089766
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0food days
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0after school programs
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt044780
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt048022
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt012007
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0104809
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt044780
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt048022
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt012007
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0104809
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt015043
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt09532
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt089766
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt034728
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt045506
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt05
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Supplies 117
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1membership/dues 30
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2author visit 3,277
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3it expenses 1,750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4bank charges 210
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Fees 10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Hospitality 440
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7insurance 425
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
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Christy Cardenas Jones
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Red Oak School PTA
ReturnHeader/Filer/BusinessNameControlTxt0REDO
ReturnHeader/Filer/EIN0363312966
ReturnHeader/Filer/PhoneNum08478314570
ReturnHeader/Filer/USAddress/AddressLine1Txt0530 Red Oak Lane
ReturnHeader/Filer/USAddress/CityNm0Highland Park
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060035
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId07A5ECFA56376F784EA5E7C1D2D16A909F73EB5F7
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07A5ECFA56376F784EA5E7C1D2D16A909F73EB5F7
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt076.243.194.107
ReturnHeader/FilingSecurityInformation/IPDt02018-08-22
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm001:18:23
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Teresa S Rupp CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0120 S Harvey
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Oak Park
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060302
ReturnHeader/PreparerPersonGrp/PhoneNum07084459396
ReturnHeader/PreparerPersonGrp/PreparationDt02018-08-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Teresa R Benno
ReturnHeader/ReturnTs02018-08-21T08:18:08-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$65,321
Liabilities
-
Net assets
$65,321
Revenue
$19,061
Expenses
$26,525
Net income
-$7,464
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$0.65$0.65$0.19$0.27$0.07
2017Detailed filing. Detailed filing data is available for this year.$0.73$0.73$0.21$0.41$0.20
2016Detailed filing. Detailed filing data is available for this year.$0.93$0.93$0.19$0.35$0.16
2014Detailed filing. Detailed filing data is available for this year.$1.18$1.18$0.37$0.42$0.05