Civic Intelligence

Mckenzie Parent-Teacher Association

990 • Fiscal year 2023 • EIN 36-3361124

Jul 01, 2022 to Jun 30, 2023 • Filed on May 06, 2024

Organization ProfileMCKENZIEPTA.COM
649 Prairie AvenueWilmette, IL 60091

(847) 251-2295

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

68th percentile

0.01x

Higher debt load relative to assets than 68% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

69th percentile

0.01x

Higher debt load relative to revenue than 69% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

28th percentile

-8.9%

Higher net margin than 28% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

45th percentile

-1.1%

Faster asset growth than 45% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

84th percentile

61%

Faster revenue growth than 84% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets68th percentile

Assets

Down

$214,054

Down $2,317 (-1.1%) from 2022

Net Assets

Down

$211,054

Down $2,317 (-1.1%) from 2022

Liabilities

Flat

$3,000

Flat from 2022

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin28th percentile

Revenue

Up

$210,152

Up $79,506 (+61%) from 2022

Expenses

Up

$228,841

Up $160,985 (+237%) from 2022

Net Income

Down

-$18,689

Down $81,479 (-130%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$300K$200K$100K$0Assets 2012: $149,004Liabilities 2012: $0Net Assets 2012: $149,0042012Assets 2013: $107,329Liabilities 2013: $0Net Assets 2013: $107,3292013Assets 2014: $155,268Liabilities 2014: $0Net Assets 2014: $155,2682014Assets 2015: $114,534Net Assets 2015: $114,5342015Assets 2016: $129,632Net Assets 2016: $129,6322016Assets 2017: $150,235Net Assets 2017: $150,2352017Assets 2018: $197,566Net Assets 2018: $197,5662018Assets 2019: $111,012Net Assets 2019: $111,0122019Assets 2020: $144,634Liabilities 2020: $3,000Net Assets 2020: $141,6342020Assets 2021: $153,581Liabilities 2021: $3,000Net Assets 2021: $150,5812021Assets 2022: $216,371Liabilities 2022: $3,000Net Assets 2022: $213,3712022Assets 2023: $214,054Liabilities 2023: $3,000Net Assets 2023: $211,0542023Assets 2024: $73,590Liabilities 2024: $0Net Assets 2024: $73,5902024Assets 2025: $112,496Liabilities 2025: $0Net Assets 2025: $112,4962025

Highlighted filing

2023

Assets$214,054
Liabilities$3,000
Net Assets$211,054
Open 2023 Filing

Operations Trend

Revenue Growth84th percentile

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

$300K$200K$100K$0-$100K-$200KExpenses 2012: $195,0402012Expenses 2013: $98,7262013Revenue 2014: $141,455Expenses 2014: $93,516Net Income 2014: $47,9392014Revenue 2015: $43,090Expenses 2015: $83,824Net Income 2015: -$40,7342015Revenue 2016: $107,137Expenses 2016: $92,039Net Income 2016: $15,0982016Revenue 2017: $145,256Expenses 2017: $124,653Net Income 2017: $20,6032017Revenue 2018: $136,866Expenses 2018: $89,535Net Income 2018: $47,3312018Revenue 2019: $139,777Expenses 2019: $226,331Net Income 2019: -$86,5542019Revenue 2020: $158,735Expenses 2020: $128,113Net Income 2020: $30,6222020Revenue 2021: $83,447Expenses 2021: $74,500Net Income 2021: $8,9472021Revenue 2022: $130,646Expenses 2022: $67,856Net Income 2022: $62,7902022Revenue 2023: $210,152Expenses 2023: $228,841Net Income 2023: -$18,6892023Revenue 2024: $155,856Expenses 2024: $276,320Net Income 2024: -$120,4642024Revenue 2025: $165,757Expenses 2025: $126,851Net Income 2025: $38,9062025

Highlighted filing

2023

Revenue$210,152
Expenses$228,841
Net Income-$18,689
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 6, 2024
Return Version
2022v5.0
Gross Receipts
$252,444
Mission and Program Overview

Mission

To support mckenzie school in wilmette, illinois

Support mckenzie school in wilmette, illinois

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$216,371$214,054▼ $2,317
Rtn Earn Endowment Incm Other Fnds$213,371$211,054▼ $2,317
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$216,371$214,054▼ $2,317
Liabilities
Other Liabilities$3,000$3,000→ $0
Total Liabilities$3,000$3,000→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$213,371$211,054▼ $2,317
Total Liabilities and Net Assets / Fund Balance$216,371$214,054▼ $2,317
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

NameTitle
Missy StamborCommunications Chair
Kate SchmittEnrichment Chair
Cj LeahyFundraising Chair
Kim LiebPresident
Eric BertramPresident Elect
Jeremy GoldParliamentarian
Luanne AtkinsonSecretary
Courtney RaddeSecretary Elect
Julie GustafsonTreasurer
Gretchen CappielloTreasurer Elect
Revenue and Support

Revenue Composition

Contributions and Grants
$44,019
Program Service Revenue
$52,288
Investment Income
$30
Other Revenue
$113,815
All Other Contributions
$37,345
Change in Net Assets
$-18,689
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$226,110
Grants and Similar Amounts Paid$1,481
Salaries, Compensation, and Employee Benefits$1,250
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Office Expenses-$4,489-$4,489
Other Expenses$3,665--$3,665
Fees for Services Accounting-$2,825-$2,825
Grants to Domestic Orgs$1,481--$1,481
Other Salaries and Wages-$1,250-$1,250
Insurance-$730-$730
All Other Expenses$565--$565
Information Technology-$463-$463
Total Functional Expenses$219,084$9,757$0$228,841
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$156,107
Fundraising Direct Expenses$42,292
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Parent Party$50,023$50,023-$50,023
Variety Show$33,675$33,675$16,858$16,817
Total Events$156,107$156,107$42,292$113,815
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
PRINCIPAL'S SCHOLARSHIP$3,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“A copy of form 990 was provided to some members of the organization's governing body before it was filed, but not all members.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public on its website.”

Filing and Contact Details

Filer

Filer Name
Mckenzie Parent-teacher Association
EIN
36-3361124
Phone
8472512295
Address
649 PRAIRIE AVENUE, WILMETTE, IL 60091

Signing Officer

Name
Eric Bertram
Title
President
Phone
8472512295
Signed
2024-05-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Eric Bertram
Formed
1989
Legal Domicile
Il
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
60

Preparer

Firm
Wipfli Llp
Address
18402 WEST CREEK DRIVE, TINLEY PARK, IL 60477
Preparer
Ann M Piros
Phone
7086141166
Raw XML AppendixShowing 400 of 429 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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IRS990/ScheduleBRequiredInd00
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IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt00
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IRS990/ScheduleJRequiredInd00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC ON ITS WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$214,054
Liabilities
$3,000
Net assets
$211,054
Revenue
$210,152
Expenses
$228,841
Net income
-$18,689
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.12$0.00$1.12$1.66$1.27$0.39
2024Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$1.56$2.76$1.20
2023Detailed filing. Detailed filing data is available for this year.$2.14$0.03$2.11$2.10$2.29$0.19
2022Detailed filing. Detailed filing data is available for this year.$2.16$0.03$2.13$1.31$0.68$0.63
2021Detailed filing. Detailed filing data is available for this year.$1.54$0.03$1.51$0.83$0.75$0.09
2020Detailed filing. Detailed filing data is available for this year.$1.45$0.03$1.42$1.59$1.28$0.31
2019Detailed filing. Detailed filing data is available for this year.$1.11$1.11$1.40$2.26$0.87
2018Detailed filing. Detailed filing data is available for this year.$1.98$1.98$1.37$0.90$0.47
2017Detailed filing. Detailed filing data is available for this year.$1.50$1.50$1.45$1.25$0.21
2016Detailed filing. Detailed filing data is available for this year.$1.30$1.30$1.07$0.92$0.15
2015Detailed filing. Detailed filing data is available for this year.$1.15$1.15$0.43$0.84$0.41
2014Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$1.41$0.94$0.48
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.07$0.00$1.07$0.99
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.49$0.00$1.49$1.95