Civic Intelligence

Southwest School PTA

EIN 36-3542148 • 501(c)3 • Geneseo, IL

990-N Coverage

Profile

Support children and teachers at school

715 S Center StGeneseo, IL 61254
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

64th percentile

10%

Higher net margin than 64% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

79th percentile

27%

Faster asset growth than 79% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

67th percentile

14%

Faster revenue growth than 67% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$23,863

Up $5,130 (+27%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$23,863

Up $5,130 (+27%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin64th percentile

Revenue

Up

$21,194

Up $2,538 (+14%) from 2023

Expenses

Up

$18,975

Up $4,517 (+31%) from 2023

Net Income

Down

$2,219

Down $1,979 (-47%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth79th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2019: $53,670Liabilities 2019: $0Net Assets 2019: $53,6702019Assets 2023: $18,733Liabilities 2023: $0Net Assets 2023: $18,7332023Assets 2024: $23,863Liabilities 2024: $0Net Assets 2024: $23,8632024

Highlighted filing

2024

Assets$23,863
Liabilities$0
Net Assets$23,863
Open 2024 Filing

Operations Trend

Revenue Growth67th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0Revenue 2019: $88,118Expenses 2019: $59,121Net Income 2019: $28,9972019Revenue 2023: $18,656Expenses 2023: $14,458Net Income 2023: $4,1982023Revenue 2024: $21,194Expenses 2024: $18,975Net Income 2024: $2,2192024

Highlighted filing

2024

Revenue$21,194
Expenses$18,975
Net Income$2,219
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,863
Liabilities
$0
Net assets
$23,863
Revenue
$21,194
Expenses
$18,975
Net income
$2,219
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$23.9$0.00$23.9$21.2$19.0$2.22
2023Detailed filing. Detailed filing data is available for this year.$18.7$0.00$18.7$18.7$14.5$4.20
2019Detailed filing. Detailed filing data is available for this year.$53.7$0.00$53.7$88.1$59.1$29.0
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 14, 2024
Return Version
2023v5.1
Gross Receipts
$50,257
Mission and Program Overview

Mission

Support children and teachers at school

Support students & staff of sw elementar

Program Services

DescriptionGrantsExpenses
PROVIDE SUPPLIES AND HOST EVENTS FOR TEACHERS & STUDENTS IN THE SOUTHWEST ELEMENTARY SCHOOL-$18,334
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MONICA UNDERWOODPresident-$0--
REBECCA WALHEIMVice President-$0--
MEGAN KELLEYSecretary-$0--
SUNNY HUBNERTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Bookfair----
Scrips----
Filing and Contact Details

Filer

Filer Name
Southwest School Pta
EIN
36-3542148
Address
715 S CENTER ST, GENESEO, IL 61254

Signing Officer

Name
Sunny Hubner
Title
Treasurer
Phone
5632995915
Signed
2024-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Miller Farm & Business Inc
Address
1041 S Oakwood Ave, Geneseo, IL 61254
Preparer
Jacob Miller
Phone
3099443290
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountpta dues 295exempt purpose expenses 18,334pta ins 160certificate of good standing 11”

Raw XML Appendix142 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0MONICA UNDERWOOD
CompensationExplanation/CompensationExplanationGrp/PersonNm1REBECCA WALHEIM
CompensationExplanation/CompensationExplanationGrp/PersonNm2MEGAN KELLEY
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0VOLUNTEER ONLY
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt1VOLUNTEER ONLY
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt2VOLUNTEER ONLY
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0SUNNY HUBNER
IRS990EZ/BooksInCareOfDetail/PhoneNum05632995915
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0715 S CENTER ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GENESEO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd061254
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt021644
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt023863
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03821
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02219
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0175
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt021644
IRS990EZ/Form990TotalAssetsGrp/EOYAmt023863
IRS990EZ/FundraisingGrossIncomeAmt046258
IRS990EZ/GrossReceiptsAmt050257
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt08
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0170
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt021644
IRS990EZ/NetAssetsOrFundBalancesEOYAmt023863
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt021644
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt023863
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MONICA UNDERWOOD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1REBECCA WALHEIM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MEGAN KELLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SUNNY HUBNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt018800
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT STUDENTS & STAFF OF SW ELEMENTAR
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE SUPPLIES AND HOST EVENTS FOR TEACHERS & STUDENTS IN THE SOUTHWEST ELEMENTARY SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt018334
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt029063
IRS990EZ/SpecialEventsNetIncomeLossAmt017195
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt018975
IRS990EZ/TotalProgramServiceExpensesAmt018334
IRS990EZ/TotalRevenueAmt021194
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0501C3
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03820
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03874
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt07694
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt08
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt08
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0170
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0170
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.97740
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt07694
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03820
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt03874
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt07694
IRS990ScheduleA/TotalSupportAmt07872
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BOOKFAIR
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SCRIPS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTPTA DUES 295EXEMPT PURPOSE EXPENSES 18,334PTA INS 160CERTIFICATE OF GOOD STANDING 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUNNY HUBNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05632995915
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTHWEST SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0363542148
ReturnHeader/Filer/USAddress/AddressLine1Txt0715 S CENTER ST
ReturnHeader/Filer/USAddress/CityNm0GENESEO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd061254
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0852619507
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Miller Farm & Business Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01041 S Oakwood Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Geneseo
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd061254
ReturnHeader/PreparerPersonGrp/PhoneNum03099443290
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jacob Miller
ReturnHeader/ReturnTs02024-11-14T16:21:57-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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