Civic Intelligence

Kendall PTA

EIN 36-4227156 • 501(c)3 • Naperville, IL

Profile

Educational Enrichment

2408 Meadow Lakes DriveNaperville, IL 60564

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2016

Net Margin

15th percentile

-47%

Higher net margin than 15% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

27th percentile

-30%

Faster asset growth than 27% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

17th percentile

-52%

Faster revenue growth than 17% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$13,011

Down $5,533 (-30%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$13,011

Down $5,533 (-30%) from 2015

Operations
Liabilities / RevenueScore unavailableNet Margin15th percentile

Revenue

Down

$11,869

Down $13,082 (-52%) from 2015

Expenses

Down

$17,402

Down $5,040 (-22%) from 2015

Net Income

Down

-$5,533

Down $8,042 (-321%) from 2015

Trend Graphs

Balance Sheet Trend

Asset Growth27th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20K$15K$10K$5.0K$0Assets 2014: $16,035Net Assets 2014: $16,0352014Assets 2015: $18,544Net Assets 2015: $18,5442015Assets 2016: $13,011Net Assets 2016: $13,0112016

Highlighted filing

2016

Assets$13,011
Liabilities-
Net Assets$13,011
Open 2016 Filing

Operations Trend

Revenue Growth17th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40K$30K$20K$10K$0-$10KRevenue 2014: $30,931Expenses 2014: $30,006Net Income 2014: $9252014Revenue 2015: $24,951Expenses 2015: $22,442Net Income 2015: $2,5092015Revenue 2016: $11,869Expenses 2016: $17,402Net Income 2016: -$5,5332016

Highlighted filing

2016

Revenue$11,869
Expenses$17,402
Net Income-$5,533
Open 2016 Filing

Filings

Most recent year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,011
Liabilities
-
Net assets
$13,011
Revenue
$11,869
Expenses
$17,402
Net income
-$5,533
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$13.0$13.0$11.9$17.4$5.53
2015Detailed filing. Detailed filing data is available for this year.$18.5$18.5$25.0$22.4$2.51
2014Detailed filing. Detailed filing data is available for this year.$16.0$16.0$30.9$30.0$0.93
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 10, 2016
Return Version
2015v2.0
Gross Receipts
$38,855
Mission and Program Overview

Mission

Educational Enrichment

Program Services

DescriptionGrantsExpenses
Student Classrom Enrichment Programs$13,902-
Educational enrichment for 850+ students in the form of assemblies, art, reading and writing programs.Gifts to the school in the form of books and teacher requests.$8,954-
Student Field Trips$5,737-
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lindsay KraaiVice President-$0--
Donna TiptonPresident-$0--
Julie FulgaroSecretary-$0--
Meg McClintonTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
After School Enrichment$6,590$6,590$7,844$-1,254
Family Social Events$6,425$6,425$6,963$-538
Total Events$18,161$18,161$19,510$-1,349
Filing and Contact Details

Filer

Filer Name
Kendall PTA
EIN
36-4227156
Address
2408 Meadow Lakes Drive, Naperville, IL 60564

Signing Officer

Name
Donna Tipton
Title
President
Signed
2016-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Accounting & Tax Assoc Ltd
Address
1856 RANCHVIEW DR, NAPERVILLE, IL 60565-6730
Preparer
Gregory Pfaff
Phone
6303695308
Supplemental Narrative

Additional Explanations

Other Expenses.1012

“Insurance $160”

Other Expenses.1

“Field Trips $5736”

Other Expenses.2

“Staff Grants $3690”

Other Expenses.3

“Gifts to School $3087”

Other Expenses.4

“Student Enrichment Programs $2190”

Other Expenses.6

“Student Assemblies $650”

Other Expenses.7

“LMC Books $477”

Other Expenses.8

“State Annual fees $210”

Other Expenses.9

“Bank Fees $118”

Raw XML Appendix198 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/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Lindsay Kraai
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Donna Tipton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Julie Fulgaro
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Meg McClinton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt016318
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Educational Enrichment
IRS990EZ/PrintingPublicationsPostageAmt0774
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Student Classrom Enrichment Programs
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Student Field Trips
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt08954
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt113902
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt25737
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt026986
IRS990EZ/SpecialEventsNetIncomeLossAmt06592
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt017402
IRS990EZ/TotalProgramServiceExpensesAmt028593
IRS990EZ/TotalRevenueAmt011869
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05275
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03031
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt05318
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt04992
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt05222
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt023838
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt02
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt02
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IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt012
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt033578
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt050475
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0228057
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt02
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt012
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00010
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt0251895
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt038853
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IRS990ScheduleA/Total509Grp/TotalAmt0251895
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt038855
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0After School Enrichment
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Family Social Events
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt06590
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt06425
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt05146
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt06590
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-1349
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt04703
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07844
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt06963
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $160
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Field Trips $5736
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Staff Grants $3690
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Gifts to School $3087
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Student Enrichment Programs $2190
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Student Assemblies $650
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6LMC Books $477
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7State Annual fees $210
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Bank Fees $118
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.9
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Donna Tipton
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Kendall PTA
ReturnHeader/Filer/BusinessNameControlTxt0KEND
ReturnHeader/Filer/EIN0364227156
ReturnHeader/Filer/USAddress/AddressLine1Txt02408 Meadow Lakes Drive
ReturnHeader/Filer/USAddress/CityNm0Naperville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060564
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ACCOUNTING & TAX ASSOC LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01856 RANCHVIEW DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NAPERVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0605656730
ReturnHeader/PreparerPersonGrp/PhoneNum06303695308
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gregory Pfaff
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-11-15T13:45:24-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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