Civic Intelligence

Romona Elementary School PTA

990EZ • Fiscal year 2021 • EIN 36-3885449

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 11, 2021

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

85th percentile

48%

Higher net margin than 85% 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

Up

$216,224

Up $99,734 (+86%) from 2016

Net Assets

Up

$216,224

Up $99,734 (+86%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$44,282

Down $24,697 (-36%) from 2016

Expenses

Down

$23,221

Down $26,428 (-53%) from 2016

Net Income

Up

$21,061

Up $1,731 (+9.0%) from 2016

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

2021

Assets$216,224
Liabilities-
Net Assets$216,224

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

2021

Revenue$44,282
Expenses$23,221
Net Income$21,061
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 11, 2021
Return Version
2020v4.0
Gross Receipts
$66,103
Mission and Program Overview

Mission

To support children and education in the community.

Program Services

DescriptionGrantsExpenses
CLUBS: ON SCIENCE, HISTORY, ART, LITERATURE, CULTURES AND NATURE PROGRAMS DIVIDED EQUALLY BETWEEN PRESCHOOL - 4TH GRADES (503 STUDENTS)-$8,701
FIELD TRIPS: TRIPS TO MUSEUMS, THE ZOO, AQUARIUMS, ETC. & OUTDOOR CLASSROOMS: TRIPS TO NATURE PRESERVES, ETC. INCLUDES TRANSPORTATION AND ADMISSION (503 STUDENTS)-$1,088
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PALOMA SAMOTNYPresidentPT$0--
MIHAELA NISTORPresident-ElPT$0--
TALITA SKOPISSecretaryPT$0--
KIMBERLY NEWMANTreasurerPT$0--
ARNOLD SAMOTNYAssist, TreaPT$0--
PREETI VARSHNEYWebmasterPT$0--
JIE LI1st VPPT$0--
ELIZA FISHER2nd VPPT$0--
LINNEA JOHNSON3rd VPPT$0--
LAUREN LITCHFIELD4th VPPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
School Events$15,041$15,041$14,765$276
Total Events$15,041$15,041$14,765$276
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
Paloma Samotny
Title
President
Phone
8472560211
Signed
2021-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Jerome I Wright & Associates Inc
Address
6677 N LINCOLN AVE 410, LINCOLNWOOD, IL 60712-3634
Preparer
Jason Rose
Phone
8476755991
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

School supplies 3,021 business development 1,889 auction item 1,000 program refunds 700 total 6,610

Form 990-ez, Part I, Line 16

Expenses cost of good sold 8,701 insurance 590 illinois dues 901 credit card costs 1,110 field trips & speakers 1,088 staff appreciation 3,520 4th grade dvd 2,342 computer expense 1,090 other expense 101 grants & donations 627 custodial services 200 programming expense 2,301 parents conference 650 total 23,221

Form 990-ez, Part II, Line 24

Cash on hand 7,637 0 paypal account 0 7,948 total 7,637 7,948

Raw XML Appendix193 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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CompensationExplanation/CompensationExplanationGrp/PersonNm1MIHAELA NISTOR
CompensationExplanation/CompensationExplanationGrp/PersonNm2TALITA SKOPIS
CompensationExplanation/CompensationExplanationGrp/PersonNm3KIMBERLY NEWMAN
CompensationExplanation/CompensationExplanationGrp/PersonNm4ARNOLD SAMOTNY
CompensationExplanation/CompensationExplanationGrp/PersonNm5PREETI VARSHNEY
CompensationExplanation/CompensationExplanationGrp/PersonNm6JIE LI
CompensationExplanation/CompensationExplanationGrp/PersonNm7ELIZA FISHER
CompensationExplanation/CompensationExplanationGrp/PersonNm8LINNEA JOHNSON
CompensationExplanation/CompensationExplanationGrp/PersonNm9LAUREN LITCHFIELD
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IRS990EZ/BooksInCareOfDetail/PhoneNum08472560211
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WILMETTE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PALOMA SAMOTNY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MIHAELA NISTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TALITA SKOPIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KIMBERLY NEWMAN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5PREETI VARSHNEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JIE LI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ELIZA FISHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8LINNEA JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9LAUREN LITCHFIELD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT-EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4ASSIST, TREA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5WEBMASTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt61ST VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt72ND VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt83RD VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt94TH VP
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt07637
IRS990EZ/OtherAssetsTotalDetail/EOYAmt07948
IRS990EZ/OtherExpensesTotalAmt023221
IRS990EZ/OtherRevenueTotalAmt06610
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT CHILDREN AND EDUCATION IN THE COMMUNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CLUBS: ON SCIENCE, HISTORY, ART, LITERATURE, CULTURES AND NATURE PROGRAMS DIVIDED EQUALLY BETWEEN PRESCHOOL - 4TH GRADES (503 STUDENTS)
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FIELD TRIPS: TRIPS TO MUSEUMS, THE ZOO, AQUARIUMS, ETC. & OUTDOOR CLASSROOMS: TRIPS TO NATURE PRESERVES, ETC. INCLUDES TRANSPORTATION AND ADMISSION (503 STUDENTS)
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt08701
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt023221
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ROMONAPTA.ORG
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt035620
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt019256
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt018522
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt066103
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IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt014765
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SCHOOL EVENTS
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt014765
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SCHOOL SUPPLIES 3,021 BUSINESS DEVELOPMENT 1,889 AUCTION ITEM 1,000 PROGRAM REFUNDS 700 TOTAL 6,610
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES COST OF GOOD SOLD 8,701 INSURANCE 590 ILLINOIS DUES 901 CREDIT CARD COSTS 1,110 FIELD TRIPS & SPEAKERS 1,088 STAFF APPRECIATION 3,520 4TH GRADE DVD 2,342 COMPUTER EXPENSE 1,090 OTHER EXPENSE 101 GRANTS & DONATIONS 627 CUSTODIAL SERVICES 200 PROGRAMMING EXPENSE 2,301 PARENTS CONFERENCE 650 TOTAL 23,221
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CASH ON HAND 7,637 0 PAYPAL ACCOUNT 0 7,948 TOTAL 7,637 7,948
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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PALOMA SAMOTNY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08472560211
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-11
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/PreparerFirmEIN0362742229
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JEROME I WRIGHT & ASSOCIATES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06677 N LINCOLN AVE 410
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LINCOLNWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0607123634
ReturnHeader/PreparerPersonGrp/PhoneNum08476755991
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JASON ROSE
ReturnHeader/ReturnTs02021-11-11T13:29:08-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PALOMA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SAMOTNY
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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