Civic Intelligence

Peterson PTA District 204 Naperville

990EZ • Fiscal year 2017 • EIN 36-3662355

Jul 01, 2016 to Jun 30, 2017 • Filed on Apr 05, 2018

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

90th percentile

0.54x

Higher debt load relative to assets than 90% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

86th percentile

0.18x

Higher debt load relative to revenue than 86% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

8th percentile

-49%

Higher net margin than 8% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

9th percentile

-47%

Faster asset growth than 9% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

33rd percentile

-10%

Faster revenue growth than 33% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$13,989

Down $12,589 (-47%) from 2016

Net Assets

Down

$6,437

Down $20,141 (-76%) from 2016

Liabilities

$7,552

No earlier filing loaded for comparison.

Revenue

Down

$41,317

Down $4,603 (-10%) from 2016

Expenses

Up

$61,458

Up $19,409 (+46%) from 2016

Net Income

Down

-$20,141

Down $24,012 (-620%) from 2016

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

2017

Assets$13,989
Liabilities$7,552
Net Assets$6,437

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

2017

Revenue$41,317
Expenses$61,458
Net Income-$20,141
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Apr 5, 2018
Return Version
2016v3.1
Gross Receipts
$60,814
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. 670 STUDENTS, THEIR PARENTS AND TEACHERS$83$55,080
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER TEDROWPresidentPT$0--
KAREN HYNESCo Vice PresPT$0--
JEN WATSONCo Vice PresPT$0--
DENISE MASCARISecretary-$0--
DEVIN TUCHTreasurerPT$0--
CHRISTINE FICKSPresidentPT$0--
SANGEETA PRASADCo Vice PresPT$0--
JOANN FRISBYSecretary-$0--
JESSICA ELLIOTTTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon Fun$41,952$41,952$19,497$22,455
Total Events$41,952$41,952$19,497$22,455
Filing and Contact Details

Filer

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

Signing Officer

Name
Jessica Elliott
Title
Treasurer
Phone
6307179559
Signed
2018-04-05
Discuss with paid preparer
Yes

Preparer

Firm
Philiprae & Associates Cpas
Address
564 S WASHINGTON ST STE 200, NAPERVILLE, IL 60540
Preparer
John S Mastrangeli
Phone
6305053620
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses supplies 1,173 lmc remodel 9,098 enrichment expense 24,882 program events 19,844 insurance 410 office & administration 1,730 dues, subscriptions, fees 1,028 total 58,165

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 0 7,552

Form 990-ez, Part III

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

Raw XML Appendix177 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JESSICA ELLIOTT
IRS990EZ/BooksInCareOfDetail/PhoneNum06304285678
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PETERSON ELEMENTARY SCHOOL
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt04008 CHINABERRY LANE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CHINABERRY LANE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd060564
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt026578
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt013989
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-20141
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03210
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt026578
IRS990EZ/Form990TotalAssetsGrp/EOYAmt013989
IRS990EZ/FundraisingGrossIncomeAmt041952
IRS990EZ/GrantsAndSimilarAmountsPaidAmt083
IRS990EZ/GrossReceiptsAmt060814
IRS990EZ/GroupExemptionNum09405
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt05660
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt026578
IRS990EZ/NetAssetsOrFundBalancesEOYAmt06437
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt026578
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt06437
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt510.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt65.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt73.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt810.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JENNIFER TEDROW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KAREN HYNES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JEN WATSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DENISE MASCARI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DEVIN TUCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CHRISTINE FICKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SANGEETA PRASAD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JOANN FRISBY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JESSICA ELLIOTT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO VICE PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CO VICE PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6CO VICE PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt058165
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE EDUCATIONAL SUPPORT FOR PETERSON SCHOOL, SPONSOR SOCIAL EVENTS AND EXTRACURRICULAR EVENTS
IRS990EZ/ProgramServiceRevenueAmt013202
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORT ENRICHMENT AND EDUCATION FOR APPROX. 670 STUDENTS, THEIR PARENTS AND TEACHERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt083
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt055080
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt019497
IRS990EZ/SpecialEventsNetIncomeLossAmt022455
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt07552
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt061458
IRS990EZ/TotalProgramServiceExpensesAmt055080
IRS990EZ/TotalRevenueAmt041317
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt015440
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt012535
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt016825
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt046800
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt060814
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt058409
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt060041
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt054309
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt048728
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0282301
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0329101
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt060814
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt060409
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt075481
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt066844
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt065553
IRS990ScheduleA/Total509Grp/TotalAmt0329101
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt060814
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt060409
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt075481
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt066844
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt065553
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0329101
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt019497
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BOOSTERTHON FUN
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt041952
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt041952
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt041952
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt041952
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt022455
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt019497
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt019497
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES SUPPLIES 1,173 LMC REMODEL 9,098 ENRICHMENT EXPENSE 24,882 PROGRAM EVENTS 19,844 INSURANCE 410 OFFICE & ADMINISTRATION 1,730 DUES, SUBSCRIPTIONS, FEES 1,028 TOTAL 58,165
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS PAYABLE AND ACCRUED EXPENSES 0 7,552
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROVIDE EDUCATIONAL SUPPORT FOR PETERSON SCHOOL, SPONSOR SOCIAL EVENTS AND EXTRACURRICULAR EVENTS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JESSICA ELLIOTT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06307179559
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PETERSON PTA DISTRICT 204
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0NAPERVILLE
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0739319DC189D42FFB11E9FF589766DF54AE031E0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId057B14D957342564C4B65593CDFBF38B254ED7566
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0270479293
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PHILIPRAE & ASSOCIATES CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0564 S WASHINGTON ST STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NAPERVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060540
ReturnHeader/PreparerPersonGrp/PhoneNum06305053620
ReturnHeader/PreparerPersonGrp/PreparationDt02018-04-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN S MASTRANGELI
ReturnHeader/ReturnTs02018-04-11T08:32:52-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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Filings