Civic Intelligence

Lyonpleasant Ridge PTA

990EZ • Fiscal year 2021 • EIN 36-3830580

Jul 01, 2020 to Jun 30, 2021 • Filed on Aug 23, 2021

1335 WaukeganGlenview, IL 60025

(847) 729-3321

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

13th percentile

-39%

Higher net margin than 13% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

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

Source year 2021

Revenue Growth

Score unavailable

No value available

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

Source year 2021

Assets

$188,461

No earlier filing loaded for comparison.

Net Assets

$188,461

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$61,085

No earlier filing loaded for comparison.

Expenses

$85,099

No earlier filing loaded for comparison.

Net Income

-$24,014

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.

$200K$150K$100K$50K$0Assets 2021: $188,461Liabilities 2021: $0Net Assets 2021: $188,4612021Assets 2022: $187,866Liabilities 2022: $0Net Assets 2022: $187,8662022Assets 2023: $160,260Liabilities 2023: $0Net Assets 2023: $160,2602023Assets 2024: $134,245Liabilities 2024: $0Net Assets 2024: $134,2452024Assets 2025: $121,004Liabilities 2025: $0Net Assets 2025: $121,0042025

Highlighted filing

2021

Assets$188,461
Liabilities$0
Net Assets$188,461

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2021: $61,085Expenses 2021: $85,099Net Income 2021: -$24,0142021Revenue 2022: $98,319Expenses 2022: $98,914Net Income 2022: -$5952022Revenue 2023: $86,528Expenses 2023: $114,134Net Income 2023: -$27,6062023Revenue 2024: $69,963Expenses 2024: $95,978Net Income 2024: -$26,0152024Revenue 2025: $85,400Expenses 2025: $98,641Net Income 2025: -$13,2412025

Highlighted filing

2021

Revenue$61,085
Expenses$85,099
Net Income-$24,014
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Aug 23, 2021
Return Version
2020v4.1
Gross Receipts
$61,085
Mission and Program Overview

Mission

Student enrichment programs, educational programs and support of school community.

Program Services

DescriptionGrantsExpenses
STUDENT ENRICHMENT PROGRAMS, EDUCATIONAL PROGRAMS AND SUPPORT OF SCHOOL COMMUNITY.$0$85,099
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CATHERINE LINDPresident-$0--
SHAWNA MOORAD1st Vice President-$0--
ANDREA MILLER2nd Vice President-$0--
JENNIFER HAVILL2nd Vice President-$0--
MARIA STEPHAN3rd Vice President-$0--
KATE CARLETON4th Vice President-$0--
KRISTI MARIANISecretary-$0--
BEENA AMINTreasurer-$0--
LEANNE KURZWELLEAssistant Treasurer-$0--
ALEXIS FALLERONIImmediate Past President-$0--
Filing and Contact Details

Filer

Filer Name
Lyonpleasant Ridge Pta
EIN
36-3830580
Phone
8477293321
Address
1335 WAUKEGAN, GLENVIEW, IL 60025

Signing Officer

Name
Catherine Lind
Title
President
Phone
8477293321
Signed
2021-08-23
Discuss with paid preparer
Yes

Preparer

Firm
Cheryl Rohlfs & Associates Ltd
Address
401 HUEHL ROAD SUITE 1E, NORTHBROOK, IL 60062
Preparer
Cheryl K Rohlfs CPA
Phone
8477539200
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: investment income. Amount: 1,063.

Form 990-ez, Part I, Line 8 - Other Revenue

Description: miscellaneous. Amount: 2,055.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: glenview school district #34. Grantee address: 1401 greenwood rd. Glenview, il 60026. Date of gift: 05/29/21. Amount given: 8,749.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: cultural enrichment. Amount: 2,256. Description: field day expense. Amount: 202. Description: subscriptions. Amount: 2,522. Description: fifth grade picnic. Amount: 3,811. Description: holiday helper expense. Amount: 10,019. Description: hospitality. Amount: 1,205. Description: insurance. Amount: 550. Description: playground expenses. Amount: 464. Description: district #34 pta council. Amount: 2,500. Description: illinois pta membership expense. Amount: 894. Description: staff appreciation. Amount: 3,327. Description: international night expenses. Amount: 178. Description: school supplies expense. Amount: 39,322. Description: bank charges. Amount: 80. Description: electronic communications. Amount: 628. Description: instructional aid. Amount: 1,960. Description: miscellaneous. Amount: 440. Description: filing fees. Amount: 28. Description: garden maintenance. Amount: 67. Description: pta school purchases. Amount: 5,113. Total to form 990-ez, line 16: 75,566.

Raw XML Appendix223 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/PhoneNum08477293321
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GLENVIEW
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CATHERINE LIND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SHAWNA MOORAD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ANDREA MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JENNIFER HAVILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARIA STEPHAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KATE CARLETON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KRISTI MARIANI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7BEENA AMIN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9ALEXIS FALLERONI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11ST VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt22ND VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt32ND VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt43RD VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt54TH VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8ASSISTANT TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9IMMEDIATE PAST PRESIDENT
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt075566
IRS990EZ/OtherRevenueTotalAmt02055
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0STUDENT ENRICHMENT PROGRAMS, EDUCATIONAL PROGRAMS AND SUPPORT OF SCHOOL COMMUNITY.
IRS990EZ/ProgramServiceRevenueAmt038387
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENT ENRICHMENT PROGRAMS, EDUCATIONAL PROGRAMS AND SUPPORT OF SCHOOL COMMUNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt085099
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsNetIncomeLossAmt04767
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IL
IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt085099
IRS990EZ/TotalProgramServiceExpensesAmt085099
IRS990EZ/TotalRevenueAmt061085
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.LYONPRPTA.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt014813
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt016158
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt012787
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt010878
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt06595
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt061231
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt082
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/PublicSupportPY509Pct00.95130
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0169804
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0633659
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INVESTMENT INCOME. AMOUNT: 1,063.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: MISCELLANEOUS. AMOUNT: 2,055.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: . GRANTEE NAME: GLENVIEW SCHOOL DISTRICT #34. GRANTEE ADDRESS: 1401 GREENWOOD RD. GLENVIEW, IL 60026. DATE OF GIFT: 05/29/21. AMOUNT GIVEN: 8,749.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: CULTURAL ENRICHMENT. AMOUNT: 2,256. DESCRIPTION: FIELD DAY EXPENSE. AMOUNT: 202. DESCRIPTION: SUBSCRIPTIONS. AMOUNT: 2,522. DESCRIPTION: FIFTH GRADE PICNIC. AMOUNT: 3,811. DESCRIPTION: HOLIDAY HELPER EXPENSE. AMOUNT: 10,019. DESCRIPTION: HOSPITALITY. AMOUNT: 1,205. DESCRIPTION: INSURANCE. AMOUNT: 550. DESCRIPTION: PLAYGROUND EXPENSES. AMOUNT: 464. DESCRIPTION: DISTRICT #34 PTA COUNCIL. AMOUNT: 2,500. DESCRIPTION: ILLINOIS PTA MEMBERSHIP EXPENSE. AMOUNT: 894. DESCRIPTION: STAFF APPRECIATION. AMOUNT: 3,327. DESCRIPTION: INTERNATIONAL NIGHT EXPENSES. AMOUNT: 178. DESCRIPTION: SCHOOL SUPPLIES EXPENSE. AMOUNT: 39,322. DESCRIPTION: BANK CHARGES. AMOUNT: 80. DESCRIPTION: ELECTRONIC COMMUNICATIONS. AMOUNT: 628. DESCRIPTION: INSTRUCTIONAL AID. AMOUNT: 1,960. DESCRIPTION: MISCELLANEOUS. AMOUNT: 440. DESCRIPTION: FILING FEES. AMOUNT: 28. DESCRIPTION: GARDEN MAINTENANCE. AMOUNT: 67. DESCRIPTION: PTA SCHOOL PURCHASES. AMOUNT: 5,113. TOTAL TO FORM 990-EZ, LINE 16: 75,566.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CATHERINE LIND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08477293321
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LYONPLEASANT RIDGE PTA
ReturnHeader/Filer/BusinessNameControlTxt0LYON
ReturnHeader/Filer/EIN0363830580
ReturnHeader/Filer/PhoneNum08477293321
ReturnHeader/Filer/USAddress/AddressLine1Txt01335 WAUKEGAN
ReturnHeader/Filer/USAddress/CityNm0GLENVIEW
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060025
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0363998687
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHERYL ROHLFS & ASSOCIATES LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0401 HUEHL ROAD SUITE 1E
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NORTHBROOK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060062
ReturnHeader/PreparerPersonGrp/PhoneNum08477539200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHERYL K ROHLFS CPA
ReturnHeader/ReturnTs02021-08-26T16:44:18-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CATHERINE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LIND
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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