Civic Intelligence

Lincoln School PTA

990EZ • Fiscal year 2020 • EIN 36-3674225

Jul 01, 2019 to Jun 30, 2020 • Filed on Sep 09, 2020

630 Dawes AvenueWheaton, IL 60189

(630) 682-2075

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

82nd percentile

36%

Higher net margin than 82% of similar nonprofits.

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

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% 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

Score unavailable

No value available

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

Source year 2020

Revenue Growth

Score unavailable

No value available

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

Source year 2020

Assets

$31,284

No earlier filing loaded for comparison.

Net Assets

$31,284

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

$39,270

No earlier filing loaded for comparison.

Expenses

$25,328

No earlier filing loaded for comparison.

Net Income

$13,942

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2020: $31,284Net Assets 2020: $31,2842020Assets 2021: $71,186Net Assets 2021: $71,1862021Assets 2022: $83,614Net Assets 2022: $83,6142022Assets 2023: $28,212Net Assets 2023: $28,2122023Assets 2024: $31,612Net Assets 2024: $31,6122024

Highlighted filing

2020

Assets$31,284
Liabilities-
Net Assets$31,284

Operations Trend

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

$150K$100K$50K$0-$50K-$100KRevenue 2020: $39,270Expenses 2020: $25,328Net Income 2020: $13,9422020Revenue 2021: $59,843Expenses 2021: $19,941Net Income 2021: $39,9022021Revenue 2022: $48,919Expenses 2022: $36,491Net Income 2022: $12,4282022Revenue 2023: $45,192Expenses 2023: $100,594Net Income 2023: -$55,4022023Revenue 2024: $48,286Expenses 2024: $44,886Net Income 2024: $3,4002024

Highlighted filing

2020

Revenue$39,270
Expenses$25,328
Net Income$13,942
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Sep 9, 2020
Return Version
2019v5.1
Gross Receipts
$45,262
Mission and Program Overview

Mission

Improve education and welfare of students

Program Services

DescriptionGrantsExpenses
Educational enrichment - Schedule O$500$20,195
Parent/student activities$625$2,774
Parent communication$0$1,096
Yearbook$0$219
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kathryn DiStazioPresidentPT$0--
Catrina LaFaveVP-Committees-$0--
Elizabeth ByrneVP-Membership-$0--
Alayne FahrmanVP-Fundraising-$0--
Robyn HeineCorresponding Secretary-$0--
Katie FilsTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Trivia Night$15,450$15,450$1,130$14,320
Run for Fun$20,914$3,785$3,785$0
Total Events$36,364$19,235$4,915$14,320
Filing and Contact Details

Filer

Filer Name
Lincoln School PTA
EIN
36-3674225
Phone
6306822075
Address
630 Dawes Avenue, Wheaton, IL 60189

Signing Officer

Name
Katie Fils
Title
Treasurer
Phone
6306822075
Signed
2020-09-09
Discuss with paid preparer
Yes

Preparer

Firm
Diehl and Associates
Address
2032 BURNHAM PL, WHEATON, IL 60189
Preparer
Ronald A Diehl CPA
Phone
6306823763
Supplemental Narrative

Additional Explanations

Other

Part III, Line 28--Educational enrichment - The Organization funds programs and activities to enhance the educational experience of the students at Lincoln Elementary School. These include all-school assemblies focusing on the cultural arts, environmental awareness projects, extra-curricular reading activities, and self-esteem and student recognition experiences. The Organization also assists with expenses associated with field trips and sponsors social and other extra-curricular activities for the students. The Organization provides the school's principal and teachers with funds to attend workshops, procure books, supplies, educational materials, and equipment.

Other

Part V, Line 35a--The special events and activities are fundraising functions held by the Organization. The events and activities are not held on a regular basis and are conducted with volunteer labor. As such, the income from these events and activities is statutorily excluded from unrelated business income and accordingly, is not required to be reported on Form 990-T.

Form 990EZ, Part I, Line 8

Activity fees 26.

Form 990EZ, Part I, Line 10

Scholarships; Scholarship; Wheaton Warrenville South High School PTA: 1920 S Wiesbrook Road, Wheaton, IL, 60189; Associated, 400.

Form 990EZ, Part I, Line 10

Provide food for those in need due to Covid 19; Social services; Student Excellence Foundation : PO Box 253, Wheaton, IL, 60187; Associated, 625.

Form 990EZ, Part I, Line 10

Support post prom activities; Student activities; Operation Safe Celebration: 1920 S Wiesbrook Road, Wheaton, IL, 60189; Associated, 100.

Form 990EZ, Part I, Line 16

Educational enrichment 18945.

Form 990EZ, Part I, Line 16

Parent/student activities 2149.

Form 990EZ, Part I, Line 16

Parent communications 1096.

Form 990EZ, Part I, Line 16

Other 744.

Raw XML Appendix246 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/OfficerDirectorTrusteeEmplGrp/PersonNm0Kathryn DiStazio
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Katie Fils
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP-Fundraising
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Corresponding Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt022934
IRS990EZ/OtherRevenueTotalAmt026
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
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IRS990EZ/ProgramServiceRevenueAmt00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt30
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt017230
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0true
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Part III, Line 28--Educational enrichment - The Organization funds programs and activities to enhance the educational experience of the students at Lincoln Elementary School. These include all-school assemblies focusing on the cultural arts, environmental awareness projects, extra-curricular reading activities, and self-esteem and student recognition experiences. The Organization also assists with expenses associated with field trips and sponsors social and other extra-curricular activities for the students. The Organization provides the school's principal and teachers with funds to attend workshops, procure books, supplies, educational materials, and equipment.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Part V, Line 35a--The special events and activities are fundraising functions held by the Organization. The events and activities are not held on a regular basis and are conducted with volunteer labor. As such, the income from these events and activities is statutorily excluded from unrelated business income and accordingly, is not required to be reported on Form 990-T.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Activity fees 26.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Scholarships; Scholarship; Wheaton Warrenville South High School PTA: 1920 S Wiesbrook Road, Wheaton, IL, 60189; Associated, 400.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Provide food for those in need due to Covid 19; Social services; Student Excellence Foundation : PO Box 253, Wheaton, IL, 60187; Associated, 625.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Support post prom activities; Student activities; Operation Safe Celebration: 1920 S Wiesbrook Road, Wheaton, IL, 60189; Associated, 100.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Educational enrichment 18945.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Parent/student activities 2149.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Parent communications 1096.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Other 744.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Katie Fils
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06306822075
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lincoln School PTA
ReturnHeader/Filer/BusinessNameControlTxt0LINC
ReturnHeader/Filer/EIN0363674225
ReturnHeader/Filer/PhoneNum06306822075
ReturnHeader/Filer/USAddress/AddressLine1Txt0630 Dawes Avenue
ReturnHeader/Filer/USAddress/CityNm0Wheaton
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060189
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B56B0AA87C33DC3EB5DB6EB52778A4DEE81375E5
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B56B0AA87C33DC3EB5DB6EB52778A4DEE81375E5
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.22.94.68
ReturnHeader/FilingSecurityInformation/IPDt02020-10-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm012:21:43
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DIEHL AND ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02032 BURNHAM PL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WHEATON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060189
ReturnHeader/PreparerPersonGrp/PhoneNum06306823763
ReturnHeader/PreparerPersonGrp/PreparationDt02020-10-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ronald A Diehl CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-10-08T12:21:48-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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