Civic Intelligence

Romona Elementary School PTA

990EZ • Fiscal year 2022 • EIN 36-3885449

Jul 01, 2021 to Jun 30, 2022 • Filed on Aug 02, 2022

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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

8th percentile

-75%

Higher net margin than 8% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

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.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

13th percentile

-37%

Faster asset growth than 13% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

88th percentile

139%

Faster revenue growth than 88% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$136,508

Down $79,716 (-37%) from 2021

Net Assets

Down

$136,508

Down $79,716 (-37%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$105,633

Up $61,351 (+139%) from 2021

Expenses

Up

$185,349

Up $162,128 (+698%) from 2021

Net Income

Down

-$79,716

Down $100,777 (-479%) from 2021

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

2022

Assets$136,508
Liabilities-
Net Assets$136,508

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

2022

Revenue$105,633
Expenses$185,349
Net Income-$79,716
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Aug 2, 2022
Return Version
2021v4.0
Gross Receipts
$127,936
Mission and Program Overview

Mission

To support children and education in the community.

To support children and education in the community

Program Services

DescriptionGrantsExpenses
FIELD TRIPS: TRIPS TO MUSEUMS, THE ZOO, AQUARIUMS, ETC. & OUTODOOR CLASSROOMS: TRIPS TO NATURE PRESERVES ETC. INCLUDES TRANSPORTATION AND ADMISSION (505 STUDENTS)-$5,987
CLUBS: ON SCIENCE, HISTORY, ART, LITERATURE, CULTURES AND NATURE PROGRAMS DIVIDED EQUALLY BETWEEN PRESCHOOL - 4TH GRADE (505 STUDENTS)-$3,641
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PALOMA SAMOTNYPresidentPT$0--
SUMMER KAYSPresident-ElPT$0--
CSILLA FISHERSecretaryPT$0--
REKHA BADLANITreasurerPT$0--
IAN FISHERAsst. TreasuPT$0--
PREETI VARSHNEYWebmasterPT$0--
CAROLINE MA1st VPPT$0--
JACKI KRASHIN2nd VPPT$0--
LAUREN LITCHFIELD3rd VPPT$0--
MELISSA PORSANGI4th VPPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
School Events$36,301$36,301$6,623$29,678
Total Events$36,301$36,301$6,623$29,678
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
2022-08-02
Discuss with paid preparer
Yes

Preparer

Firm
Paul a Hayden CPA Ltd
Address
8218 MCCORMICK BLVD, SKOKIE, IL 60076-2921
Preparer
Paul Hayden CPA
Phone
2245343951
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses office 16 insurance 590 membership dues 1,100 staff appreciation 21,177 cost of goods sold 699 4th grade dvd 2,726 field trips & speakers 6,382 garden maintenance 475 annual fees 15 computer expenses 478 website 346 grants & donations 5,954 playground installation 143,472 paypal fees 1,416 bank charges 69 total 184,915

Form 990-ez, Part II, Line 24

Paypal account 7,948 7,529 total 7,948 7,529

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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum08472560211
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0600 ROMONA RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WILMETTE
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IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd060091
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt95.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PALOMA SAMOTNY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SUMMER KAYS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CSILLA FISHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3REKHA BADLANI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4IAN FISHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5PREETI VARSHNEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CAROLINE MA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JACKI KRASHIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8LAUREN LITCHFIELD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9MELISSA PORSANGI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT-EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4ASST. TREASU
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/BOYAmt07948
IRS990EZ/OtherAssetsTotalDetail/EOYAmt07529
IRS990EZ/OtherExpensesTotalAmt0184915
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 GRADE (505 STUDENTS)
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FIELD TRIPS: TRIPS TO MUSEUMS, THE ZOO, AQUARIUMS, ETC. & OUTODOOR CLASSROOMS: TRIPS TO NATURE PRESERVES ETC. INCLUDES TRANSPORTATION AND ADMISSION (505 STUDENTS)
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03641
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15987
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt06623
IRS990EZ/SpecialEventsNetIncomeLossAmt029678
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0185349
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IRS990EZ/TotalRevenueAmt0105633
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt050831
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt035414
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt035620
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt077105
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0433789
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0127936
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt093577
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0589989
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt06623
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SCHOOL EVENTS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt036301
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt036301
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt036301
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt036301
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt029678
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt06623
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06623
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE 16 INSURANCE 590 MEMBERSHIP DUES 1,100 STAFF APPRECIATION 21,177 COST OF GOODS SOLD 699 4TH GRADE DVD 2,726 FIELD TRIPS & SPEAKERS 6,382 GARDEN MAINTENANCE 475 ANNUAL FEES 15 COMPUTER EXPENSES 478 WEBSITE 346 GRANTS & DONATIONS 5,954 PLAYGROUND INSTALLATION 143,472 PAYPAL FEES 1,416 BANK CHARGES 69 TOTAL 184,915
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PAYPAL ACCOUNT 7,948 7,529 TOTAL 7,948 7,529
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 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/SignatureDt02022-08-02
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/AddressLine1Txt08218 MCCORMICK BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SKOKIE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0600762921
ReturnHeader/PreparerPersonGrp/PhoneNum02245343951
ReturnHeader/PreparerPersonGrp/PreparationDt02022-08-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL HAYDEN CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-08-02T14:39:42-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PALOMA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SAMOTNY
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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Filings