Civic Intelligence

Peterson PTA District 204 Naperville

990EZ • Fiscal year 2019 • EIN 36-3662355

Jul 01, 2018 to Jun 30, 2019 • Filed on Apr 29, 2020

4008 Chinaberry LaneNaperville, IL 60564

(630) 428-5678

Siviq Scores

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

Liabilities / Assets

81st percentile

0.14x

Higher debt load relative to assets than 81% of similar nonprofits.

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

Liabilities / Revenue

82nd percentile

0.09x

Higher debt load relative to revenue than 82% of similar nonprofits.

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

Net Margin

67th percentile

13%

Higher net margin than 67% 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

85th percentile

51%

Faster asset growth than 85% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

27th percentile

-17%

Faster revenue growth than 27% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$26,622

Up $9,021 (+51%) from 2018

Net Assets

Up

$22,830

Up $5,229 (+30%) from 2018

Liabilities

$3,792

No earlier filing loaded for comparison.

Revenue

Down

$40,868

Down $8,392 (-17%) from 2018

Expenses

Down

$35,639

Down $2,457 (-6.4%) from 2018

Net Income

Down

$5,229

Down $5,935 (-53%) from 2018

Historical Trend

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2010: $20,002Net Assets 2010: $20,0022010Assets 2011: $23,499Net Assets 2011: $23,4992011Assets 2013: $20,519Net Assets 2013: $20,5192013Assets 2016: $26,578Net Assets 2016: $26,5782016Assets 2017: $13,989Liabilities 2017: $7,552Net Assets 2017: $6,4372017Assets 2018: $17,601Net Assets 2018: $17,6012018Assets 2019: $26,622Liabilities 2019: $3,792Net Assets 2019: $22,8302019Assets 2021: $14,316Net Assets 2021: $14,3162021Assets 2022: $16,412Liabilities 2022: $0Net Assets 2022: $16,4122022Assets 2023: $8,896Liabilities 2023: $0Net Assets 2023: $8,8962023Assets 2025: $8,806Liabilities 2025: $0Net Assets 2025: $8,8062025

Highlighted filing

2019

Assets$26,622
Liabilities$3,792
Net Assets$22,830

Operations Trend

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

$100K$50K$0-$50KRevenue 2010: $21,281Expenses 2010: $14,412Net Income 2010: $6,8692010Revenue 2011: $18,875Expenses 2011: $15,378Net Income 2011: $3,4972011Revenue 2013: $33,110Expenses 2013: $27,420Net Income 2013: $5,6902013Revenue 2016: $45,920Expenses 2016: $42,049Net Income 2016: $3,8712016Revenue 2017: $41,317Expenses 2017: $61,458Net Income 2017: -$20,1412017Revenue 2018: $49,260Expenses 2018: $38,096Net Income 2018: $11,1642018Revenue 2019: $40,868Expenses 2019: $35,639Net Income 2019: $5,2292019Revenue 2021: $6,356Expenses 2021: $20,366Net Income 2021: -$14,0102021Revenue 2022: $55,147Expenses 2022: $53,051Net Income 2022: $2,0962022Revenue 2023: $55,509Expenses 2023: $63,025Net Income 2023: -$7,5162023Revenue 2025: $60,805Expenses 2025: $65,340Net Income 2025: -$4,5352025

Highlighted filing

2019

Revenue$40,868
Expenses$35,639
Net Income$5,229
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Apr 29, 2020
Return Version
2018v3.1
Gross Receipts
$56,096
Mission and Program Overview

Mission

Provide educational support for peterson school, sponsor social events and extracurricular events

Program Services

DescriptionGrantsExpenses
SUPPORT ENRICHMENT AND EDUCATION FOR APPROX. 650 STUDENTS, THEIR PARENTS AND TEACHERS$32,262-
DONATIONS AND GIFTS TO ORGANIZATIONS$100$100
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOANN FRISBYPresidentPT$0--
VAN RUGGERISecretary-$0--
ANGELA KANECo-Vice Pres.PT$0--
VALERIE GREMILLIONCo-Vice Pres.PT$0--
KAVITA ARORATreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Orange Ruler Fundraiser$26,405$26,405$9,994$16,411
Other Fundraise$10,895$10,895$5,234$5,661
Total Events$37,300$37,300$15,228$22,072
Filing and Contact Details

Filer

Filer Name
Peterson Pta District 204 Naperville
EIN
36-3662355
Phone
6304285678
Address
4008 CHINABERRY LANE, NAPERVILLE, IL 60564

Signing Officer

Name
Kavita Arora
Title
Treasurer
Signed
2020-04-29
Discuss with paid preparer
Yes

Preparer

Firm
PhilipRae & Associates CPAs
Address
564 S WASHINGTON STREET 200, NAPERVILLE, IL 60540
Preparer
John S Mastrangeli
Phone
6305053620
Supplemental Narrative

Additional Explanations

Other Expenses.1

PROGRAM EVENTS $17132

Other Expenses.2

Enrichment expense $14277

Other Expenses.3

Office & administration $1180

Other Expenses.4

Dues, subscriptions, fees $787

Other Expenses.5

SUPPLIES $696

Other Expenses.6

INSURANCE $310

Other Expenses.7

MEMBER SERVICES $157

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $3792

Raw XML Appendix186 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/PhoneNum06304285678
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NAPERVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd060564
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum09405
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOANN FRISBY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1VAN RUGGERI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ANGELA KANE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3VALERIE GREMILLION
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KAVITA ARORA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CO-VICE PRES.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CO-VICE PRES.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt034539
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE EDUCATIONAL SUPPORT FOR PETERSON SCHOOL, SPONSOR SOCIAL EVENTS AND EXTRACURRICULAR EVENTS
IRS990EZ/ProgramServiceRevenueAmt012914
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORT ENRICHMENT AND EDUCATION FOR APPROX. 650 STUDENTS, THEIR PARENTS AND TEACHERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1DONATIONS AND GIFTS TO ORGANIZATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt032262
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt1100
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0100
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt015228
IRS990EZ/SpecialEventsNetIncomeLossAmt022072
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IL
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt035639
IRS990EZ/TotalProgramServiceExpensesAmt032362
IRS990EZ/TotalRevenueAmt040868
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt032287
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt010463
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt015440
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt060190
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt023809
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt041688
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt060814
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt060041
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt056096
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0304951
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt015228
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ORANGE RULER FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0OTHER FUNDRAISE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt026405
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt010895
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt026405
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt037300
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt022072
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt015228
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt09994
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt05234
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROGRAM EVENTS $17132
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ENRICHMENT EXPENSE $14277
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OFFICE & ADMINISTRATION $1180
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DUES, SUBSCRIPTIONS, FEES $787
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SUPPLIES $696
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5INSURANCE $310
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MEMBER SERVICES $157
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $3792
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Total Liabilities.1001
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KAVITA ARORA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PETERSON PTA DISTRICT 204 NAPERVILLE
ReturnHeader/Filer/BusinessNameControlTxt0PETE
ReturnHeader/Filer/EIN0363662355
ReturnHeader/Filer/PhoneNum06304285678
ReturnHeader/Filer/USAddress/AddressLine1Txt04008 CHINABERRY LANE
ReturnHeader/Filer/USAddress/CityNm0NAPERVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060564
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0270479293
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PhilipRae & Associates CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0564 S WASHINGTON STREET 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NAPERVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060540
ReturnHeader/PreparerPersonGrp/PhoneNum06305053620
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John S Mastrangeli
ReturnHeader/ReturnTs02020-04-29T11:36:53-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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Filings