Civic Intelligence

Peterson PTA District 204 Naperville

990EZ • Fiscal year 2020 • EIN 36-3662355

Jul 01, 2019 to Jun 30, 2020 • Filed on Jan 13, 2021

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

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

62nd percentile

14%

Higher net margin than 62% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

54th percentile

6.4%

Faster asset growth than 54% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

62nd percentile

-1.3%

Faster revenue growth than 62% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$28,326

Up $1,704 (+6.4%) from 2019

Net Assets

Up

$28,326

Up $5,496 (+24%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$40,357

Down $511 (-1.3%) from 2019

Expenses

Down

$34,861

Down $778 (-2.2%) from 2019

Net Income

Up

$5,496

Up $267 (+5.1%) from 2019

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 2020: $28,326Net Assets 2020: $28,3262020Assets 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

2020

Assets$28,326
Liabilities-
Net Assets$28,326

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 2020: $40,357Expenses 2020: $34,861Net Income 2020: $5,4962020Revenue 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

2020

Revenue$40,357
Expenses$34,861
Net Income$5,496
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Jan 13, 2021
Return Version
2019v5.0
Gross Receipts
$60,355
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. 671 STUDENTS, THEIR PARENTS AND TEACHERS$33,075-
DONATIONS AND GIFTS TO ORGANIZATIONS$100$100
Compensation and Service Providers

Employees

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

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Orange Ruler Fundraiser$30,756$30,756$15,116$15,640
Othr Fundraisrs$10,367$10,367$4,882$5,485
Total Events$41,123$41,123$19,998$21,125
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
2021-01-13
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 $17344

Other Expenses.2

Enrichment expense $11192

Other Expenses.3

Member services $3518

Other Expenses.4

Supplies $1020

Other Expenses.5

Dues, subscriptions, fees $768

Other Expenses.6

Office & administration $609

Other Expenses.7

Insurance $310

Total Liabilities.1001

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

Raw XML Appendix185 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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IRS990EZ/BooksInCareOfDetail/PhoneNum06304285678
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NAPERVILLE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KAVITA ARORA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-VICE PRES.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CO-VICE PRES.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt034761
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE EDUCATIONAL SUPPORT FOR PETERSON SCHOOL, SPONSOR SOCIAL EVENTS AND EXTRACURRICULAR EVENTS
IRS990EZ/ProgramServiceRevenueAmt08353
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1DONATIONS AND GIFTS TO ORGANIZATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt033075
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt1100
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0100
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt03792
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0260601
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0OTHR FUNDRAISRS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt030756
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt010367
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Program events $17344
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Enrichment expense $11192
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Member services $3518
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Supplies $1020
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Dues, subscriptions, fees $768
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Office & administration $609
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Insurance $310
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Accounts Payable and Accrued Expenses - Beginning $3792 Accounts Payable and Accrued Expenses - Ending $0
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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KAVITA ARORA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-01-13
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/ReturnTs02021-01-13T07:43:15-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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Filings