Civic Intelligence

Southwest School PTA

990EZ • Fiscal year 2019 • EIN 36-3542148

Jun 01, 2018 to May 31, 2019 • Filed on Sep 03, 2019

Organization Profile
715 S Center StGeneseo, IL 61254

(309) 945-0699

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

85th percentile

33%

Higher net margin than 85% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

$53,670

No earlier filing loaded for comparison.

Net Assets

$53,670

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin85th percentile

Revenue

$88,118

No earlier filing loaded for comparison.

Expenses

$59,121

No earlier filing loaded for comparison.

Net Income

$28,997

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2019

Assets$53,670
Liabilities$0
Net Assets$53,670
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2019

Revenue$88,118
Expenses$59,121
Net Income$28,997
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2018 to May 31, 2019
Signed
Sep 3, 2019
Return Version
2018v3.1
Gross Receipts
$88,118
Mission and Program Overview

Mission

Support children and teachers at school

Program Services

DescriptionGrantsExpenses
RAISE FUNDS IN 2018 TO PAY FOR NEW PLAYGROUND IN 2019$5,000-
RAISE FUNDS TO PAY FOR CIRQUE AMONGUS$2,100-
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HOLLY FINEGANPresident-$0--
KATE ONGSecretary-$0--
MORGAN VANWASSENHOVETreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
School Kits$10,100$10,100$6,034$4,066
Book Fair$9,230$9,230$7,020$2,210
Total Events$65,113$65,113$43,030$22,083
Filing and Contact Details

Filer

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

Signing Officer

Name
Morgan Wassenhove
Title
Treasurer
Phone
3099443290
Signed
2019-09-03
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Description of other revenue Part I line 8

“Description amountinterest 2018 57interest 2019 73”

Description of other expenses Part I line 16

“Description amountscholarships 1,500insurance 160enrichment 7,675fundraising expenses 45,822staff funds 2,871”

Raw XML Appendix164 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/PersonNm0HOLLY FINEGAN
CompensationExplanation/CompensationExplanationGrp/PersonNm1KATE ONG
CompensationExplanation/CompensationExplanationGrp/PersonNm2MORGAN VANWASSENHOVE
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0VOLUNTEER ONLY
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt1VOLUNTEER ONLY
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt2VOLUNTEER ONLY
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0MORGAN VANWASSENHOVE
IRS990EZ/BooksInCareOfDetail/PhoneNum03099450699
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0715 S CENTER ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GENESEO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd061254
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt024673
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt053670
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt06109
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt028997
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt024673
IRS990EZ/Form990TotalAssetsGrp/EOYAmt053670
IRS990EZ/FundraisingGrossIncomeAmt077867
IRS990EZ/GrossReceiptsAmt088118
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0412
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt024673
IRS990EZ/NetAssetsOrFundBalancesEOYAmt053670
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt024673
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt053670
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0HOLLY FINEGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KATE ONG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MORGAN VANWASSENHOVE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt058028
IRS990EZ/OtherRevenueTotalAmt0130
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT CHILDREN AND TEACHERS AT SCHOOL
IRS990EZ/PrintingPublicationsPostageAmt01093
IRS990EZ/ProgramServiceRevenueAmt03600
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0RAISE FUNDS IN 2018 TO PAY FOR NEW PLAYGROUND IN 2019
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1RAISE FUNDS TO PAY FOR CIRQUE AMONGUS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt05000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt12100
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt077867
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt059121
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt088118
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0501C3
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt07509
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt07509
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt07509
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt07509
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt07509
IRS990ScheduleA/TotalSupportAmt07509
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt043030
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SCHOOL KITS
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt010100
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt09230
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt045783
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt065113
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt010100
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt09230
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt045783
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt065113
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt022083
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt029976
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt043030
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06034
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt07020
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/PhoneSolicitationsInd0X
IRS990ScheduleG/SolicitationOfNonGovtGrantsInd0X
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTINTEREST 2018 57INTEREST 2019 73
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTSCHOLARSHIPS 1,500INSURANCE 160ENRICHMENT 7,675FUNDRAISING EXPENSES 45,822STAFF FUNDS 2,871
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MORGAN WASSENHOVE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03099443290
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-09-03
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/FilingSecurityInformation/AtSubmissionCreationDeviceId087EA5E7ADB2D0D820287AF01B1D3BBB997257F44
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId087EA5E7ADB2D0D820287AF01B1D3BBB997257F44
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId03600932019319ocwbcli
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-11-15
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0216.175.27.63
ReturnHeader/FilingSecurityInformation/IPDt02019-11-15
ReturnHeader/FilingSecurityInformation/IPTm019:01:31
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810583717
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Miller Farm & Business
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01041 S Oakwood Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Geneseo
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd061254
ReturnHeader/PreparerPersonGrp/PhoneNum03099443290
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lora Lea Miller
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-11-15T15:47:15-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-06-01
ReturnHeader/TaxPeriodEndDt02019-05-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$53,670
Liabilities
$0
Net assets
$53,670
Revenue
$88,118
Expenses
$59,121
Net income
$28,997
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