Civic Intelligence

Southwest School PTA

990EZ • Fiscal year 2023 • EIN 36-3542148

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 14, 2023

Organization Profile
715 S Center StGeneseo, IL 61254

(563) 299-5915

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

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

Liabilities / Revenue

59th percentile

0.00x

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

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

Net Margin

76th percentile

23%

Higher net margin than 76% 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

Score unavailable

No value available

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

Source year 2023

Revenue Growth

Score unavailable

No value available

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

Source year 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$18,733

Down $34,937 (-65%) from 2019

Net Assets

Down

$18,733

Down $34,937 (-65%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin76th percentile

Revenue

Down

$18,656

Down $69,462 (-79%) from 2019

Expenses

Down

$14,458

Down $44,663 (-76%) from 2019

Net Income

Down

$4,198

Down $24,799 (-86%) from 2019

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

2023

Assets$18,733
Liabilities$0
Net Assets$18,733
Open 2023 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

2023

Revenue$18,656
Expenses$14,458
Net Income$4,198
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 14, 2023
Return Version
2022v5.0
Gross Receipts
$58,739
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-$14,023
Compensation and Service Providers
Top Officer Pay78th 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
Scrips$18,315$18,315$17,364$951
Bookfair$9,636$9,636$7,351$2,285
Total Events$27,951$27,951$24,715$3,236
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
2023-11-14
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 amountil pta dues 264exempt purpose expenses 14,023”

Raw XML Appendix152 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/BOYAmt014535
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt018733
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03874
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04198
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt014535
IRS990EZ/Form990TotalAssetsGrp/EOYAmt018733
IRS990EZ/FundraisingGrossIncomeAmt054368
IRS990EZ/GrossReceiptsAmt058739
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0497
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt014535
IRS990EZ/NetAssetsOrFundBalancesEOYAmt018733
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt014535
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt018733
IRS990EZ/OccupancyRentUtltsAndMaintAmt0171
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/OtherExpensesTotalAmt014287
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/ProgramServiceExpensesAmt014023
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt040083
IRS990EZ/SpecialEventsNetIncomeLossAmt014285
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt014458
IRS990EZ/TotalProgramServiceExpensesAmt014023
IRS990EZ/TotalRevenueAmt018656
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0501C3
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03874
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt07509
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt011383
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt011383
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03874
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt07509
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt011383
IRS990ScheduleA/TotalSupportAmt011383
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt024715
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BOOKFAIR
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SCRIPS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt09636
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt018315
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt027951
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt09636
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt018315
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt027951
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt03236
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt024715
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07351
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt017364
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTIL PTA DUES 264EXEMPT PURPOSE EXPENSES 14,023
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUNNY HUBNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05632995915
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-14
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/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/PreparationDt02023-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jacob Miller
ReturnHeader/ReturnTs02023-11-15T17:02:27-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SUNNY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HUBNER
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$18,733
Liabilities
$0
Net assets
$18,733
Revenue
$18,656
Expenses
$14,458
Net income
$4,198
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