Civic Intelligence

Illinois Congress of Parents Teachers

990EZ • Fiscal year 2016 • EIN 36-4289393

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 14, 2016

Organization Profilewelch.ipsd.org/Subpage.aspx?id=232
2620 Leverenz RoadNaperville, IL 60564

(630) 428-7200

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

54th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

54th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

87th percentile

36%

Higher net margin than 87% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

90th percentile

85%

Faster asset growth than 90% of similar nonprofits.

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

Revenue Growth

70th percentile

16%

Faster revenue growth than 70% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets54th percentile

Assets

Up

$23,793

Up $10,950 (+85%) from 2015

Net Assets

Up

$23,793

Up $10,950 (+85%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin87th percentile

Revenue

Up

$30,768

Up $4,176 (+16%) from 2015

Expenses

Down

$19,818

Down $15,984 (-45%) from 2015

Net Income

Up

$10,950

Up $20,160 (+219%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth90th percentile

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

$30K$20K$10K$0Assets 2015: $12,843Liabilities 2015: $0Net Assets 2015: $12,8432015Assets 2016: $23,793Liabilities 2016: $0Net Assets 2016: $23,7932016Assets 2017: $22,846Liabilities 2017: $0Net Assets 2017: $22,8462017

Highlighted filing

2016

Assets$23,793
Liabilities$0
Net Assets$23,793
Open 2016 Filing

Operations Trend

Revenue Growth70th percentile

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

$40K$20K$0-$20KRevenue 2015: $26,592Expenses 2015: $35,802Net Income 2015: -$9,2102015Revenue 2016: $30,768Expenses 2016: $19,818Net Income 2016: $10,9502016Revenue 2017: $20,281Expenses 2017: $21,228Net Income 2017: -$9472017

Highlighted filing

2016

Revenue$30,768
Expenses$19,818
Net Income$10,950
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 14, 2016
Return Version
2015v2.1
Gross Receipts
$37,491
Mission and Program Overview

Mission

To serve students, educators and parents.

Program Services

DescriptionGrantsExpenses
Other expenses see schedule O$0$18,976
Provide educational enrichment through the purchase of magazines for 785 kindergarten thru 5th grade.$0$4,745
Provide educational enrichment through providing assignment notebooks.$0$1,355
Provide educational enrichment through Science Fair.$0$633
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Josie ChristophersonPresidentPT$0--
Michelle EngstromVice President-$0--
Helen HuangSecretary-$0--
Wendy BarthTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gift Wrap$10,797$10,797$3,859$6,938
Color Run$5,278$5,278$2,444$2,834
Total Events$16,075$16,075$6,723$9,352
Filing and Contact Details

Filer

Filer Name
Welch Elementary School PTA
EIN
36-4289393
Phone
6304287200
Address
2620 Leverenz Road, Naperville, IL 60564

Signing Officer

Name
Wendy Barth
Title
Treasurer
Phone
6304648138
Signed
2016-11-14
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“Description;Amount^Postage;43|Hospitality;1386|Fifth Grade Farewell;3448|Valentines Dance;1419|Staff Appreciation;63|Assignment Notebooks;1355|Other;18|Insurance;385|Bank fees;30|IPPC Representative;210|Assembly;650|Red Ribbon;103|Grade Level Extension;389|Book Purchase;85|Room Parent;19|Popcorn;778|Accelerated Reader;429|Playground Equipment;98|Directory;550|School Supplies Kit;683|Class Room Magazines;4978|Science Fair;633^Total;17752^”

Raw XML Appendix228 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/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Wendy Barth
IRS990EZ/BooksInCareOfDetail/PhoneNum06304648138
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt010S505 Windjammer St
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Naperville
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd060564
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt012843
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt023793
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IRS990EZ/DirectIndirectPltclExpendAmt00
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IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt01368
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IRS990EZ/GrossReceiptsAmt037491
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Josie Christopherson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Michelle Engstrom
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Helen Huang
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Wendy Barth
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt017752
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0To serve students, educators and parents.
IRS990EZ/PrintingPublicationsPostageAmt0698
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provide educational enrichment through Science Fair.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Provide educational enrichment through the purchase of magazines for 785 kindergarten thru 5th grade.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Provide educational enrichment through providing assignment notebooks.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Other expenses see schedule O
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt30
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0633
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14745
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21355
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt318976
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt06723
IRS990EZ/SpecialEventsNetIncomeLossAmt023325
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IL
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt019818
IRS990EZ/TotalProgramServiceExpensesAmt025709
IRS990EZ/TotalRevenueAmt030768
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0http://welch.ipsd.org/Subpage.aspx?id=232
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd01
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd01
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The PTA has a continuing relationship with the school and provides support to the school for educational and social programs and activities. PTA officers meet/work directly with school administrators and staff and have monthly meeting to discuss programs.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1The PTA has a continuing relationship with the school and provides support to the school for educational and social programs and activities. PTA officers meet/work directly with school administrators and staff and have monthly meeting to discuss programs.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2The PTA has a continuing relationship with the school and provides support to the school for educational and social programs and activities. PTA officers meet/work directly with school administrators and staff and have monthly meeting to discuss programs.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3The PTA has a continuing relationship with the school and provides support to the school for educational and social programs and activities. PTA officers meet/work directly with school administrators and staff and have monthly meeting to discuss programs.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part IV, Section A, Line 1
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Schedule A, Part IV, Section D, Line 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2Schedule A, Part IV, Section E, Line 2a
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3Schedule A, Part IV, Section E, Line 2b
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicSupportCY170Pct01
IRS990ScheduleA/PublicSupportPY170Pct01
IRS990ScheduleA/PublicSupportTotal170Amt02
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0362746876
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd00
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt026542
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Welch Elementary School
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt026542
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02
IRS990ScheduleA/TotalSupportAmt02
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt06723
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt0420
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0420
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Gift Wrap
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Color Run
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt010797
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt05278
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt016075
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt010797
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt05278
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt016075
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt09352
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt06303
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03859
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02444
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^Postage;43|Hospitality;1386|Fifth Grade Farewell;3448|Valentines Dance;1419|Staff Appreciation;63|Assignment Notebooks;1355|Other;18|Insurance;385|Bank fees;30|IPPC Representative;210|Assembly;650|Red Ribbon;103|Grade Level Extension;389|Book Purchase;85|Room Parent;19|Popcorn;778|Accelerated Reader;429|Playground Equipment;98|Directory;550|School Supplies Kit;683|Class Room Magazines;4978|Science Fair;633^Total;17752^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Wendy Barth
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06304648138
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Welch Elementary School PTA
ReturnHeader/Filer/BusinessNameControlTxt0WELC
ReturnHeader/Filer/EIN0364289393
ReturnHeader/Filer/PhoneNum06304287200
ReturnHeader/Filer/USAddress/AddressLine1Txt02620 Leverenz Road
ReturnHeader/Filer/USAddress/CityNm0Naperville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060564
ReturnHeader/ReturnTs02016-11-14T17:46:10-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$23,793
Liabilities
$0
Net assets
$23,793
Revenue
$30,768
Expenses
$19,818
Net income
$10,950
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$22.8$0.00$22.8$20.3$21.2$0.95
2016Detailed filing. Detailed filing data is available for this year.$23.8$0.00$23.8$30.8$19.8$11.0
2015Detailed filing. Detailed filing data is available for this year.$12.8$0.00$12.8$26.6$35.8$9.21