Civic Intelligence

Romona Elementary School PTA

990EZ • Fiscal year 2015 • EIN 36-3885449

Jul 01, 2014 to Jun 30, 2015 • Filed on Oct 20, 2015

600 Romona RoadWilmette, IL 60091

(847) 256-0211

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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

84th percentile

29%

Higher net margin than 84% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

76th percentile

27%

Faster asset growth than 76% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

21st percentile

-23%

Faster revenue growth than 21% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$97,161

Up $20,699 (+27%) from 2014

Net Assets

Up

$97,161

Up $20,699 (+27%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$71,363

Down $21,072 (-23%) from 2014

Expenses

Down

$50,664

Down $8,322 (-14%) from 2014

Net Income

Down

$20,699

Down $12,750 (-38%) from 2014

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2013: $51,964Net Assets 2013: $51,9642013Assets 2014: $76,462Net Assets 2014: $76,4622014Assets 2015: $97,161Net Assets 2015: $97,1612015Assets 2016: $116,490Net Assets 2016: $116,4902016Assets 2021: $216,224Net Assets 2021: $216,2242021Assets 2022: $136,508Net Assets 2022: $136,5082022Assets 2023: $170,030Net Assets 2023: $170,0302023Assets 2024: $230,953Net Assets 2024: $230,9532024Assets 2025: $287,392Net Assets 2025: $287,3922025

Highlighted filing

2015

Assets$97,161
Liabilities-
Net Assets$97,161

Operations Trend

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

$200K$100K$0-$100KRevenue 2013: $80,248Expenses 2013: $49,667Net Income 2013: $30,5812013Revenue 2014: $92,435Expenses 2014: $58,986Net Income 2014: $33,4492014Revenue 2015: $71,363Expenses 2015: $50,664Net Income 2015: $20,6992015Revenue 2016: $68,979Expenses 2016: $49,649Net Income 2016: $19,3302016Revenue 2021: $44,282Expenses 2021: $23,221Net Income 2021: $21,0612021Revenue 2022: $105,633Expenses 2022: $185,349Net Income 2022: -$79,7162022Revenue 2023: $78,721Expenses 2023: $45,199Net Income 2023: $33,5222023Revenue 2024: $92,226Expenses 2024: $38,832Net Income 2024: $53,3942024Revenue 2025: $99,570Expenses 2025: $43,132Net Income 2025: $56,4382025

Highlighted filing

2015

Revenue$71,363
Expenses$50,664
Net Income$20,699
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Oct 20, 2015
Return Version
2014v5.0
Gross Receipts
$99,406
Mission and Program Overview

Mission

To support children and education in the community.

Program Services

DescriptionGrantsExpenses
FIELD TRIPS: TRIPS TO MUSEUMS, THE ZOO, NATURE PRESERVES, AQUARIUMS, ETC. INCLUDES TRANSPORTATION AND ADMISSION (525 STUDENTS)-$18,403
CLUBS: ON SCIENCE, HISTORY, ART, LITERATURE, CULTURES AND NATURE PROGRAMS DIVIDED EQUALLY BETWEEN PRESCHOOL - 4TH GRADES (525 STUDENTS)-$14,101
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHANNON MCCARTHYPresidentPT$0--
AMY GIANNICO-SCHUSTERPresident-ElPT$0--
SANAA IMADSecretaryPT$0--
KAREN PFLEIDERERTreasurerPT$0--
SUSIE SPILLANE1st VPPT$0--
LINNEA JOHNSON3rd VPPT$0--
NICKY HILBERT4th VPPT$0--
LISA APPEL2nd VPPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Red Gala$23,968$23,968$6,322$17,646
Total Events$23,968$23,968$6,322$17,646
Filing and Contact Details

Filer

Filer Name
Romona Elementary School Pta
EIN
36-3885449
Phone
8472560211
Address
600 ROMONA ROAD, WILMETTE, IL 60091

Signing Officer

Name
Shannon Mccarthy
Title
President
Phone
8472560211
Signed
2015-10-20
Discuss with paid preparer
Yes

Preparer

Firm
Paul a Hayden CPA Ltd
Address
310 WILSHIRE DR E, WILMETTE, IL 60091-3148
Preparer
Paul Hayden CPA
Phone
2245343951
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

School supplies 2,771 business development 1,616 other income 3 total 4,390

Form 990-ez, Part I, Line 16

School clubs cost of goods sold 14,101 expenses insurance 592 general admin 1,558 school gift 6,086 outdoor classroom 1,719 staff appreciation 2,472 field trips/speakers 18,403 directory printing 49 illinois dues 1,143 rockin romona 1,024 4th grade dvd 1,536 grants/donation 500 other expenses 770 maintenance 585 total 50,538

Form 990-ez, Part II, Line 24

Grocery dollars on hand 28 28 total 28 28

Raw XML Appendix182 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/TitleTxt41ST VP
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt64TH VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt72ND VP
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt028
IRS990EZ/OtherAssetsTotalDetail/EOYAmt028
IRS990EZ/OtherExpensesTotalAmt050538
IRS990EZ/OtherRevenueTotalAmt04390
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT CHILDREN AND EDUCATION IN THE COMMUNITY.
IRS990EZ/ProgramServiceRevenueAmt017131
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06322
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SCHOOL SUPPLIES 2,771 BUSINESS DEVELOPMENT 1,616 OTHER INCOME 3 TOTAL 4,390
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SCHOOL CLUBS COST OF GOODS SOLD 14,101 EXPENSES INSURANCE 592 GENERAL ADMIN 1,558 SCHOOL GIFT 6,086 OUTDOOR CLASSROOM 1,719 STAFF APPRECIATION 2,472 FIELD TRIPS/SPEAKERS 18,403 DIRECTORY PRINTING 49 ILLINOIS DUES 1,143 ROCKIN ROMONA 1,024 4TH GRADE DVD 1,536 GRANTS/DONATION 500 OTHER EXPENSES 770 MAINTENANCE 585 TOTAL 50,538
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GROCERY DOLLARS ON HAND 28 28 TOTAL 28 28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHANNON MCCARTHY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08472560211
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROMONA ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0ROMO
ReturnHeader/Filer/EIN0363885449
ReturnHeader/Filer/PhoneNum08472560211
ReturnHeader/Filer/USAddress/AddressLine1Txt0600 ROMONA ROAD
ReturnHeader/Filer/USAddress/CityNm0WILMETTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060091
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0452971656
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PAUL A HAYDEN CPA LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0310 WILSHIRE DR E
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WILMETTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0600913148
ReturnHeader/PreparerPersonGrp/PhoneNum02245343951
ReturnHeader/PreparerPersonGrp/PreparationDt02015-10-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL HAYDEN CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-10-20T13:48:45-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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Filings