Civic Intelligence

Romona Elementary School PTA

990EZ • Fiscal year 2023 • EIN 36-3885449

Jul 01, 2022 to Jun 30, 2023 • Filed on May 16, 2024

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

88th percentile

43%

Higher net margin than 88% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

76th percentile

25%

Faster asset growth than 76% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

21st percentile

-25%

Faster revenue growth than 21% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$170,030

Up $33,522 (+25%) from 2022

Net Assets

Up

$170,030

Up $33,522 (+25%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$78,721

Down $26,912 (-25%) from 2022

Expenses

Down

$45,199

Down $140,150 (-76%) from 2022

Net Income

Up

$33,522

Up $113,238 (+142%) from 2022

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

2023

Assets$170,030
Liabilities-
Net Assets$170,030

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

2023

Revenue$78,721
Expenses$45,199
Net Income$33,522
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 16, 2024
Return Version
2022v5.0
Gross Receipts
$180,294
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 (525 STUDENTS)-$23,475
CLUBS: ON SCIENCE, HISTORY, ART, LITERATURE, CULTURES AND NATURE PROGRAMS DIVIDED EQUALLY BETWEEN PRESCHOOL - 4TH GRADE (525 STUDENTS)-$4,145
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUMMER KAYSPresidentPT$0--
CSILLA FISHERSecretaryPT$0--
REKHA BADLANITreasurerPT$0--
JOSE CAZARESAsst. TreasuPT$0--
PREETI VARSHNEYWebmasterPT$0--
PALOMA SAMOTNY1st VPPT$0--
JACKI KRASHIN2nd VPPT$0--
LAUREN LITCHFIELD3rd VPPT$0--
DEANNA SALERNO4th VPPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
School Events$142,159$142,159$87,604$54,555
Total Events$142,159$142,159$87,604$54,555
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
Summer Kays
Title
President
Phone
8472560211
Signed
2024-05-16
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 333 insurance 595 membership dues 1,106 staff appreciation 4,783 4th grade dvd 4,205 field trips & speakers 28,206 garden maintenance 3,700 website 450 grants & donations 1,521 total 44,899

Form 990-ez, Part II, Line 24

Paypal account 7,529 0 total 7,529 0

Raw XML Appendix179 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/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3ASST. TREASU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4WEBMASTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt51ST VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt62ND VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt73RD VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt84TH VP
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt07529
IRS990EZ/OtherExpensesTotalAmt044899
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE 333 INSURANCE 595 MEMBERSHIP DUES 1,106 STAFF APPRECIATION 4,783 4TH GRADE DVD 4,205 FIELD TRIPS & SPEAKERS 28,206 GARDEN MAINTENANCE 3,700 WEBSITE 450 GRANTS & DONATIONS 1,521 TOTAL 44,899
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PAYPAL ACCOUNT 7,529 0 TOTAL 7,529 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUMMER KAYS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08472560211
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROMONA ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0ROMO
ReturnHeader/Filer/EIN0363885449
ReturnHeader/Filer/PhoneNum08472560211
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ReturnHeader/Filer/USAddress/CityNm0WILMETTE
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ReturnHeader/Filer/USAddress/ZIPCd060091
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0452971656
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ReturnHeader/ReturnTs02024-05-16T16:10:30-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SUMMER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KAYS
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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