Civic Intelligence

Barbara B Rose School Parent Teacher Organization

990EZ • Fiscal year 2024 • EIN 36-4229461

Jul 01, 2023 to Jun 30, 2024 • Filed on Oct 18, 2024

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

49th percentile

2.8%

Higher net margin than 49% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

54th percentile

3.1%

Faster asset growth than 54% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

88th percentile

73%

Faster revenue growth than 88% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$123,627

Up $3,774 (+3.1%) from 2023

Net Assets

Up

$123,627

Up $3,774 (+3.1%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$132,581

Up $55,812 (+73%) from 2023

Expenses

Up

$128,807

Up $40,157 (+45%) from 2023

Net Income

Up

$3,774

Up $15,655 (+132%) from 2023

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

2024

Assets$123,627
Liabilities-
Net Assets$123,627

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

2024

Revenue$132,581
Expenses$128,807
Net Income$3,774
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 18, 2024
Return Version
2023v5.1
Gross Receipts
$181,957
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.-$106,716
TO PROVIDE FUNDS TO SUPPORT OTHER EXPENSES IN THE SCHOOL TO PROMOTE LEARNING.-$20,803
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sonia PatelSecretary-$0--
Pattie KaczorowskiTrustee-$0--
Madhusreee GhoshVice President-$0--
Namrate ShahPresident-$0--
Sharon BellockPresident-$0--
Mona ShahVice President-$0--
Syeda MadaniTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Evening Social$138,449$138,449$26,261$112,188
Other Fundraising Activities$18,070$18,070$16,428$1,642
Total Events$175,192$175,192$48,238$126,954
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
Syeda Madani
Title
Treasurer
Signed
2024-10-18
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Other Expenses.1

Wish List $106717

Other Expenses.2

holiday party $5914

Other Expenses.3

Admin expense $2112

Other Expenses.4

HOSPITALITY $2077

Other Expenses.5

Teacher appreciation $1935

Other Expenses.6

5th grade parent event $1607

Other Expenses.7

gifts to staff $1528

Other Expenses.8

pto social $1225

Other Expenses.9

rose parade float $859

Other Expenses.10

SCHOOL SUPPLIES $718

Other Expenses.11

school musical $600

Other Expenses.12

5th grade gift and recognition $596

Other Expenses.13

president council $491

Other Expenses.14

Bus driver appreciation $486

Other Expenses.15

wellness $368

Other Expenses.16

showcase $121

Other Expenses.17

pto reach $115

Other Expenses.18

Life Event Gifts $50

Raw XML Appendix221 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/TitleTxt3President
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IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0127519
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
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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 FUNDS TO SUPPORT OTHER EXPENSES IN THE SCHOOL TO PROMOTE LEARNING.
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Wish List $106717
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1holiday party $5914
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Admin expense $2112
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3HOSPITALITY $2077
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TEACHER APPRECIATION $1935
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt55th grade parent event $1607
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6gifts to staff $1528
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7pto social $1225
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8rose parade float $859
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9SCHOOL SUPPLIES $718
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10school musical $600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt115th grade gift and recognition $596
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12president council $491
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13BUS DRIVER APPRECIATION $486
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14wellness $368
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15showcase $121
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16pto reach $115
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Life Event Gifts $50
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
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ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Syeda Madani
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-18
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0363957925
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 Johnson
ReturnHeader/ReturnTs02024-10-18T08:32:25-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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