Civic Intelligence

Barbara B Rose School Parent Teacher Organization

990EZ • Fiscal year 2016 • EIN 36-4229461

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 10, 2016

61 West Penny RoadSouth Barrington, IL 60010

(847) 844-1200

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

7th percentile

-56%

Higher net margin than 7% of similar nonprofits.

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

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

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

Asset Growth

19th percentile

-22%

Faster asset growth than 19% of similar nonprofits.

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

Revenue Growth

85th percentile

46%

Faster revenue growth than 85% of similar nonprofits.

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

Assets

Down

$92,271

Down $26,231 (-22%) from 2015

Net Assets

Down

$92,271

Down $25,772 (-22%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$46,323

Up $14,679 (+46%) from 2015

Expenses

Up

$72,459

Up $45,586 (+170%) from 2015

Net Income

Down

-$26,136

Down $30,907 (-648%) from 2015

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2015: $118,502Liabilities 2015: $459Net Assets 2015: $118,0432015Assets 2016: $92,271Net Assets 2016: $92,2712016Assets 2017: $98,579Net Assets 2017: $98,5792017Assets 2018: $107,335Net Assets 2018: $107,3352018Assets 2019: $80,337Net Assets 2019: $80,3372019Assets 2020: $98,590Net Assets 2020: $98,5902020Assets 2021: $94,663Net Assets 2021: $94,6632021Assets 2022: $131,734Net Assets 2022: $131,7342022Assets 2023: $119,853Net Assets 2023: $119,8532023Assets 2024: $123,627Net Assets 2024: $123,6272024Assets 2025: $151,947Net Assets 2025: $151,9472025

Highlighted filing

2016

Assets$92,271
Liabilities-
Net Assets$92,271

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2015: $31,644Expenses 2015: $26,873Net Income 2015: $4,7712015Revenue 2016: $46,323Expenses 2016: $72,459Net Income 2016: -$26,1362016Revenue 2017: $45,162Expenses 2017: $38,854Net Income 2017: $6,3082017Revenue 2018: $35,864Expenses 2018: $27,108Net Income 2018: $8,7562018Revenue 2019: $130,566Expenses 2019: $157,564Net Income 2019: -$26,9982019Revenue 2020: $66,665Expenses 2020: $48,412Net Income 2020: $18,2532020Revenue 2021: $10,506Expenses 2021: $14,433Net Income 2021: -$3,9272021Revenue 2022: $22,325Expenses 2022: $21,568Net Income 2022: $7572022Revenue 2023: $76,769Expenses 2023: $88,650Net Income 2023: -$11,8812023Revenue 2024: $132,581Expenses 2024: $128,807Net Income 2024: $3,7742024Revenue 2025: $74,904Expenses 2025: $11,609Net Income 2025: $63,2952025

Highlighted filing

2016

Revenue$46,323
Expenses$72,459
Net Income-$26,136
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 10, 2016
Return Version
2015v2.0
Gross Receipts
$63,417
Mission and Program Overview

Mission

To supply and enhance equipment, programs and supplies used by the barbara r. Rose school in the education of the children.

Program Services

DescriptionGrantsExpenses
TO PROVIDE GIFTS TO THE STAFF AND THE SCHOOL FOR THE BETTERMENT OF THE TEACHING ENVIRONMENT.$65,868-
TO PROVIDE CULTURAL ARTS AND ACTIVITIES TO THE STUDENTS TO ENHANCE THEIR LEARNING.$3,761-
TO PROVIDE FUNDS TO SUPPORT OTHER EXPENSES IN THE SCHOOL TO PROMOTE LEARNING.$2,500-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Maureen HawkinsonPresidentPT$0--
Naree PaikPresidentPT$0--
Jeri BroderickVice President-$0--
Becky KoenigVice President-$0--
Aliyah KizalbashVice President-$0--
Jolie DavisSecretary-$0--
Shazia ArshadTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Family Fun Night$16,314$16,314$3,494$12,820
Book Fair$16,207$16,207$5,705$10,502
Total Events$44,014$44,014$17,094$26,920
Filing and Contact Details

Filer

Filer Name
Barbara B Rose Pto
EIN
36-4229461
Phone
8478441200
Address
61 WEST PENNY ROAD, SOUTH BARRINGTON, IL 60010

Signing Officer

Name
Shazia Arshad
Title
Treasurer
Signed
2016-10-10
Discuss with paid preparer
Yes

Preparer

Firm
Ferracane & Johnson PC
Address
50 North Brockway Suite 4-7, Palatine, IL 60067
Preparer
Joann M Johnson
Phone
8473598330
Supplemental Narrative

Additional Explanations

Other Expenses.1

WISH LIST $58494

Other Expenses.2

Gifts to school $5016

Other Expenses.3

PTO SOCIAL $1282

Other Expenses.4

HOSPITALITY $1259

Other Expenses.5

WELLNESS $1178

Other Expenses.6

Teacher appreciation $1085

Other Expenses.7

PROGRAMS $960

Other Expenses.8

WEB SITE DEVELPMENT $654

Other Expenses.9

SCHOOL MUSICAL $500

Other Expenses.10

ART APPRECIATION $482

Other Expenses.11

QUICKBOOKS FEE $458

Other Expenses.12

5th grade recognition $318

Other Expenses.13

Bus driver appreciation $313

Other Expenses.14

SCHOOL SUPPLIES $159

Other Expenses.15

ADMIN $73

Other Expenses.16

Bank Fees $12

Other Expenses.21

DONATIONS $-114

Other Assets.2

PREPAID EXPENSES - Beginning $12312 PREPAID EXPENSES - Ending $648

Total Liabilities.1

ACCOUNTS PAYABLE AND ACCRUED EXPENSE - Beginning $459 ACCOUNTS PAYABLE AND ACCRUED EXPENSE - Ending $0

Raw XML Appendix217 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/PersonNm0Maureen Hawkinson
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Jolie Davis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Shazia Arshad
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt012312
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IRS990EZ/OtherChangesInNetAssetsAmt0364
IRS990EZ/OtherExpensesTotalAmt072129
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IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPLY AND ENHANCE EQUIPMENT, PROGRAMS AND SUPPLIES USED BY THE BARBARA R. ROSE SCHOOL IN THE EDUCATION OF THE CHILDREN.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE GIFTS TO THE STAFF AND THE SCHOOL FOR THE BETTERMENT OF THE TEACHING ENVIRONMENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TO PROVIDE CULTURAL ARTS AND ACTIVITIES TO THE STUDENTS TO ENHANCE THEIR LEARNING.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2TO PROVIDE FUNDS TO SUPPORT OTHER EXPENSES IN THE SCHOOL TO PROMOTE LEARNING.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt065868
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt026920
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IRS990EZ/TotalExpensesAmt072459
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IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/TypeOfOrganizationAssocInd0X
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IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
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IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/OtherSupportSumAmt00
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IRS990ScheduleA/SupportingOrganization509a3Ind0X
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FAMILY FUN NIGHT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BOOK FAIR
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WISH LIST $58494
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Gifts to school $5016
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PTO SOCIAL $1282
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3HOSPITALITY $1259
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4WELLNESS $1178
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TEACHER APPRECIATION $1085
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PROGRAMS $960
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7WEB SITE DEVELPMENT $654
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8SCHOOL MUSICAL $500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9ART APPRECIATION $482
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10QUICKBOOKS FEE $458
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt115TH GRADE RECOGNITION $318
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12BUS DRIVER APPRECIATION $313
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13SCHOOL SUPPLIES $159
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14ADMIN $73
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Bank Fees $12
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16DONATIONS $-114
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17PREPAID EXPENSES - Beginning $12312 PREPAID EXPENSES - Ending $648
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18ACCOUNTS PAYABLE AND ACCRUED EXPENSE - Beginning $459 ACCOUNTS PAYABLE AND ACCRUED EXPENSE - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.21
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Assets.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Total Liabilities.1
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Shazia Arshad
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BARBARA B ROSE PTO
ReturnHeader/Filer/BusinessNameControlTxt0BARB
ReturnHeader/Filer/EIN0364229461
ReturnHeader/Filer/PhoneNum08478441200
ReturnHeader/Filer/USAddress/AddressLine1Txt061 WEST PENNY ROAD
ReturnHeader/Filer/USAddress/CityNm0SOUTH BARRINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060010
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Ferracane & Johnson PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt050 North Brockway Suite 4-7
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Palatine
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060067
ReturnHeader/PreparerPersonGrp/PhoneNum08473598330
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joann M Johnson
ReturnHeader/ReturnTs02016-10-10T10:45:22-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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