Civic Intelligence

Peterson PTA District 204 Naperville

990EZ • Fiscal year 2018 • EIN 36-3662355

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 26, 2018

Organization ProfileN/A
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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

78th percentile

23%

Higher net margin than 78% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

76th percentile

26%

Faster asset growth than 76% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

72nd percentile

19%

Faster revenue growth than 72% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$17,601

Up $3,612 (+26%) from 2017

Net Assets

Up

$17,601

Up $11,164 (+173%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin78th percentile

Revenue

Up

$49,260

Up $7,943 (+19%) from 2017

Expenses

Down

$38,096

Down $23,362 (-38%) from 2017

Net Income

Up

$11,164

Up $31,305 (+155%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

2018

Assets$17,601
Liabilities-
Net Assets$17,601
Open 2018 Filing

Operations Trend

Revenue Growth72nd percentile

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

2018

Revenue$49,260
Expenses$38,096
Net Income$11,164
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 26, 2018
Return Version
2017v2.3
Gross Receipts
$52,151
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. 675 STUDENTS, THEIR PARENTS AND TEACHERS-$32,698
DONATIONS AND GIFTS TO ORGANIZATIONS$100$100
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRISTINE FICKSPresidentPT$0--
JOANN FRISBYSecretary-$0--
SARAH SIFFERCo-Vice PresPT$0--
JULIE SASSANOCo-Vice PresPT$0--
JESSICA ELLIOTTTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run$8,500$8,500$2,209$6,291
Other Fundraise$6,591$6,591$682$5,909
Total Events$15,091$15,091$2,891$12,200
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
2018-10-26
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 enrichment expense 15,120 program events 18,062 insurance 310 office & administration 718 dues, subscriptions, fees 1,128 supplies 871 member services 652 total 36,861”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 7,552 0”

Form 990-ez, Part III

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

Raw XML Appendix174 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/AddressLine1Txt04008 CHINABERRY LANE
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt0PETERSON ELEMENTARY SCHOOL
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NAPERVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd060564
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt013989
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt017601
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt010463
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt011164
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01135
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt013989
IRS990EZ/Form990TotalAssetsGrp/EOYAmt017601
IRS990EZ/FundraisingGrossIncomeAmt015091
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0100
IRS990EZ/GrossReceiptsAmt052151
IRS990EZ/GroupExemptionNum09405
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt08990
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt06437
IRS990EZ/NetAssetsOrFundBalancesEOYAmt017601
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt06437
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt017601
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHRISTINE FICKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOANN FRISBY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SARAH SIFFER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JULIE SASSANO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JESSICA ELLIOTT
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/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt036861
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE EDUCATIONAL SUPPORT FOR PETERSON SCHOOL, SPONSOR SOCIAL EVENTS AND EXTRACURRICULAR EVENTS
IRS990EZ/ProgramServiceRevenueAmt017607
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORT ENRICHMENT AND EDUCATION FOR APPROX. 675 STUDENTS, THEIR PARENTS AND TEACHERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1DONATIONS AND GIFTS TO ORGANIZATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0100
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt032698
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1100
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt02891
IRS990EZ/SpecialEventsNetIncomeLossAmt012200
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt07552
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt038096
IRS990EZ/TotalProgramServiceExpensesAmt032798
IRS990EZ/TotalRevenueAmt049260
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt010463
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt015440
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt012535
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt040438
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt041688
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt060814
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt058409
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt060041
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt054309
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0275261
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0315699
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt052151
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt060814
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt060409
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt075481
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt066844
IRS990ScheduleA/Total509Grp/TotalAmt0315699
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt052151
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt060814
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt060409
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt075481
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt066844
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0315699
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt02891
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUN RUN
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0OTHER FUNDRAISE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt08500
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt06591
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt015091
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt08500
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt06591
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt015091
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt012200
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02891
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02209
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0682
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ENRICHMENT EXPENSE 15,120 PROGRAM EVENTS 18,062 INSURANCE 310 OFFICE & ADMINISTRATION 718 DUES, SUBSCRIPTIONS, FEES 1,128 SUPPLIES 871 MEMBER SERVICES 652 TOTAL 36,861
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS PAYABLE AND ACCRUED EXPENSES 7,552 0
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/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JESSICA ELLIOTT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06307179559
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-26
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/AtSubmissionCreationDeviceId057B14D957342564C4B65593CDFBF38B254ED7566
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId057B14D957342564C4B65593CDFBF38B254ED7566
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.167.132.41
ReturnHeader/FilingSecurityInformation/IPDt02018-10-31
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:37:49
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/PreparationDt02018-10-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN S MASTRANGELI
ReturnHeader/ReturnTs02018-10-31T14:37:49-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,601
Liabilities
-
Net assets
$17,601
Revenue
$49,260
Expenses
$38,096
Net income
$11,164
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.81$0.00$8.81$60.8$65.3$4.54
2023Detailed filing. Detailed filing data is available for this year.$8.90$0.00$8.90$55.5$63.0$7.52
2022Detailed filing. Detailed filing data is available for this year.$16.4$0.00$16.4$55.1$53.1$2.10
2021Detailed filing. Detailed filing data is available for this year.$14.3$14.3$6.36$20.4$14.0
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.6$3.79$22.8$40.9$35.6$5.23
2018Detailed filing. Detailed filing data is available for this year.$17.6$17.6$49.3$38.1$11.2
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.0$7.55$6.44$41.3$61.5$20.1
2016Detailed filing. Detailed filing data is available for this year.$26.6$26.6$45.9$42.0$3.87
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.5$20.5$33.1$27.4$5.69
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.5$23.5$18.9$15.4$3.50
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.0$20.0$21.3$14.4$6.87