Civic Intelligence

Edgebrook School Foundation

990 • Fiscal year 2017 • EIN 36-4320236

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 03, 2017

6525 N HiawathaChicago, IL 60646

(773) 534-1194

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

90th percentile

44%

Higher net margin than 90% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

80th percentile

37%

Faster asset growth than 80% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

56th percentile

4.7%

Faster revenue growth than 56% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$333,422

Up $90,514 (+37%) from 2016

Net Assets

Up

$333,422

Up $90,514 (+37%) from 2016

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

Up

$205,148

Up $9,165 (+4.7%) from 2016

Expenses

Up

$114,634

Up $114,484 (+76323%) from 2016

Net Income

Down

$90,514

Down $105,319 (-54%) from 2016

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2015: $47,075Net Assets 2015: $47,0752015Assets 2016: $242,908Net Assets 2016: $242,9082016Assets 2017: $333,422Liabilities 2017: $0Net Assets 2017: $333,4222017Assets 2018: $349,717Liabilities 2018: $0Net Assets 2018: $349,7172018Assets 2019: $321,006Liabilities 2019: $0Net Assets 2019: $321,0062019Assets 2020: $194,293Liabilities 2020: $0Net Assets 2020: $194,2932020Assets 2021: $190,310Liabilities 2021: $0Net Assets 2021: $190,3102021Assets 2022: $223,355Liabilities 2022: $0Net Assets 2022: $223,3552022Assets 2023: $296,810Liabilities 2023: $0Net Assets 2023: $296,8102023Assets 2024: $256,430Liabilities 2024: $0Net Assets 2024: $256,4302024Assets 2025: $249,496Liabilities 2025: $0Net Assets 2025: $249,4962025

Highlighted filing

2017

Assets$333,422
Liabilities$0
Net Assets$333,422

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2015: $19,658Expenses 2015: $18,446Net Income 2015: $1,2122015Revenue 2016: $195,983Expenses 2016: $150Net Income 2016: $195,8332016Revenue 2017: $205,148Expenses 2017: $114,634Net Income 2017: $90,5142017Revenue 2018: $180,664Expenses 2018: $164,369Net Income 2018: $16,2952018Revenue 2019: $182,210Expenses 2019: $210,898Net Income 2019: -$28,6882019Revenue 2020: $99,812Expenses 2020: $186,957Net Income 2020: -$87,1452020Revenue 2021: $40,954Expenses 2021: $47,595Net Income 2021: -$6,6412021Revenue 2022: $103,556Expenses 2022: $70,511Net Income 2022: $33,0452022Revenue 2023: $158,689Expenses 2023: $84,856Net Income 2023: $73,8332023Revenue 2024: $162,218Expenses 2024: $202,212Net Income 2024: -$39,9942024Revenue 2025: $161,738Expenses 2025: $168,731Net Income 2025: -$6,9932025

Highlighted filing

2017

Revenue$205,148
Expenses$114,634
Net Income$90,514
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 3, 2017
Return Version
2016v3.0
Gross Receipts
$205,148
Mission and Program Overview

Mission

Promote the Advancement of Multidisciplinary Knowledge in the Fields of Education for Edgebrook Elementary School Without Inurement to the Private Benefit of Any Person

Educational enhancement for students

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$241,908$331,263▲ $89,355
Cash and Non-Interest-Bearing Accounts$1,000$2,159▲ $1,159
Total Assets$242,908$333,422▲ $90,514
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$242,908$333,422▲ $90,514
Total Net Assets Fund Balance$242,908$333,422▲ $90,514
Total Liabilities and Net Assets / Fund Balance$242,908$333,422▲ $90,514
Compensation and Service Providers

Board Members and Trustees

NameTitle
Katrina VolkersPresident
Pat BurkeVice President
Cate BattinFinancial Secretary
Nancy SwabbFundraising
Helen ParisiSchool Strategy
Wilai CharpentierSchool Strategy
Stacey PrusSecretary
Angie RushStaff & Student Activities
Natalie FenleyStaff & Student Activities
Teresa CaimiTreasurer
Camille UngerV.P. - Teacher Liason
Revenue and Support

Revenue Composition

Contributions and Grants
$175,502
Program Service Revenue
$29,419
Investment Income
$227
Other Revenue
$0
All Other Contributions
$6,396
Change in Net Assets
$90,514
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$114,634
Total Fundraising Expense$35,916
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$77,163$0$35,916$113,079
Insurance$0$950$0$950
Fees for Services Accounting$0$500$0$500
Other Expenses$0$28$0$28
Total Functional Expenses$77,163$1,555$35,916$114,634
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring Fling$151,818$151,818$12,234$139,584
Total Events$151,818$151,818$35,916$115,902
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Edgebrook School Foundation
EIN
36-4320236
Phone
7735341194
Address
6525 N Hiawatha, Chicago, IL 60646

Signing Officer

Name
Katrina Volkers
Title
President
Phone
7735341194
Signed
2017-11-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Katrina Volkers
Formed
1998
Legal Domicile
Il
Voting Board Members
11
Independent Board Members
10
Employees
0
Volunteers
50

Preparer

Firm
Stone Accounting Group
Address
5330 W Devon Ave Suite 21, Chicago, IL 60646
Preparer
John V Stone CPA
Phone
7733928038
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

The current process for reviewing Form 990 prior to filing is that the current Board President and Treasurer discuss Form 990 with the preparer to ensure all of the information is accurate. If any corrections are needed they are made to the draft of Form 990. It is then circulated to all of the Board Members in draft form for their review. Once the Board agrees that the draft of the Form 990 is accurate the Board President and Treasurer approve the final draft by signing the return authorization prior to the Form 990 being e-filed.

Pt VI, Line 19

All governing documents, conflicts of interest policy, Form 990, and financial statements are made available to the public upon request.

Form 990EZ, Part I, Line 16

Dues and Subscriptions

Form 990, Part IX, Line 24E

7th Grade Trip - Springfield 1996. 1996. 0. 0.

Form 990, Part IX, Line 24E

8th Grade Graduation Costs 1000. 1000. 0. 0.

Form 990, Part IX, Line 24E

8th Grade Fundraising and Sales 5040. 5040. 0. 0.

Form 990, Part IX, Line 24E

Classroom Supplies 1857. 1857. 0. 0.

Form 990, Part IX, Line 24E

Field Day Expenses 5314. 5314. 0. 0.

Form 990, Part IX, Line 24E

Geography Fair Supplies 239. 239. 0. 0.

Form 990, Part IX, Line 24E

Scholastic Books 619. 619. 0. 0.

Form 990, Part IX, Line 24E

School Gym Class Equipment 443. 443. 0. 0.

Form 990, Part IX, Line 24E

School Music Program Supplies 151. 151. 0. 0.

Form 990, Part IX, Line 24E

School Science Fair Supplies 1001. 1001. 0. 0.

Form 990, Part IX, Line 24E

School Science Lab Materials 450. 450. 0. 0.

Form 990, Part IX, Line 24E

School Spirit Wear Supplies 5108. 5108. 0. 0.

Form 990, Part IX, Line 24E

School Supplies - Student Orders 10667. 10667. 0. 0.

Form 990, Part IX, Line 24E

Spring Fling Entertainment Costs 793. 0. 0. 793.

Form 990, Part IX, Line 24E

Spring Fling Location Rental 12270. 0. 0. 12270.

Form 990, Part IX, Line 24E

Spring Fling Raffle Expenses 3619. 0. 0. 3619.

Form 990, Part IX, Line 24E

Spring Fling Raffle Prizes 7000. 0. 0. 7000.

Form 990, Part IX, Line 24E

Spring Fling Auction and Raffle Costs 12234. 0. 0. 12234.

Form 990, Part IX, Line 24E

Student Art Classes 32755. 32755. 0. 0.

Form 990, Part IX, Line 24E

Student Class Presentations 1702. 1702. 0. 0.

Form 990, Part IX, Line 24E

Student Learning Resource Center 1300. 1300. 0. 0.

Form 990, Part IX, Line 24E

Student Appreciation 248. 248. 0. 0.

Form 990, Part IX, Line 24E

Student Family Fun Events 502. 502. 0. 0.

Form 990, Part IX, Line 24E

Student Special Occasion Gifts 272. 272. 0. 0.

Form 990, Part IX, Line 24E

Teacher Appreciation Expenses 1721. 1721. 0. 0.

Form 990, Part IX, Line 24E

Yearbook Publishing Costs 2570. 2570. 0. 0.

Form 990, Part IX, Line 24E

Printing and Reproduction 2208. 2208. 0. 0.

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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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IRS990ScheduleA/PublicSupportTotal509Amt00
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Edgebrook School
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IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt07000
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt035916
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt0793
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0793
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Spring Fling
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0151818
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0151818
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0151818
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0151818
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0115902
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt03619
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt03619
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt012234
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt012234
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The current process for reviewing Form 990 prior to filing is that the current Board President and Treasurer discuss Form 990 with the preparer to ensure all of the information is accurate. If any corrections are needed they are made to the draft of Form 990. It is then circulated to all of the Board Members in draft form for their review. Once the Board agrees that the draft of the Form 990 is accurate the Board President and Treasurer approve the final draft by signing the return authorization prior to the Form 990 being e-filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1All governing documents, conflicts of interest policy, Form 990, and financial statements are made available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Dues and Subscriptions
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt37th Grade Trip - Springfield 1996. 1996. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt48th Grade Graduation Costs 1000. 1000. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt58th Grade Fundraising and Sales 5040. 5040. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Classroom Supplies 1857. 1857. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Field Day Expenses 5314. 5314. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Geography Fair Supplies 239. 239. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Scholastic Books 619. 619. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10School Gym Class Equipment 443. 443. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11School Music Program Supplies 151. 151. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12School Science Fair Supplies 1001. 1001. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13School Science Lab Materials 450. 450. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14School Spirit Wear Supplies 5108. 5108. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15School Supplies - Student Orders 10667. 10667. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Spring Fling Entertainment Costs 793. 0. 0. 793.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Spring Fling Location Rental 12270. 0. 0. 12270.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Spring Fling Raffle Expenses 3619. 0. 0. 3619.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Spring Fling Raffle Prizes 7000. 0. 0. 7000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Spring Fling Auction and Raffle Costs 12234. 0. 0. 12234.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21Student Art Classes 32755. 32755. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22Student Class Presentations 1702. 1702. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23Student Learning Resource Center 1300. 1300. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24Student Appreciation 248. 248. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt25Student Family Fun Events 502. 502. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt26Student Special Occasion Gifts 272. 272. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt27Teacher Appreciation Expenses 1721. 1721. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt28Yearbook Publishing Costs 2570. 2570. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt29Printing and Reproduction 2208. 2208. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc23Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc24Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc25Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc26Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc27Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc28Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc29Form 990, Part IX, Line 24e
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt077163
IRS990/TotalFunctionalExpensesGrp/TotalAmt0114634
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IRS990/TotalProgramServiceRevenueAmt029419
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt029646
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0205148
IRS990/TotalVolunteersCnt050
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IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt06525 N Hiawatha Ave
IRS990/USAddress/CityNm0Chicago

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