Civic Intelligence

Plum Grove Estates Property Owners Association

EIN 36-6098057 • 501(c)4 • Palatine, IL

Profile

Homeowner association

PO Box 2568Palatine, IL 60078-2568

www.pgepoa.org

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

59th percentile

6.6%

Higher net margin than 59% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2024

Asset Growth

76th percentile

13%

Faster asset growth than 76% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

90th percentile

58%

Faster revenue growth than 90% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$59,277

Down $30,194 (-34%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$59,277

Down $30,194 (-34%) from 2022

Operations
Liabilities / RevenueScore unavailableNet Margin59th percentile

Revenue

Up

$101,886

Up $35,532 (+54%) from 2022

Expenses

Up

$95,129

Up $34,232 (+56%) from 2022

Net Income

Up

$6,757

Up $1,300 (+24%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth76th percentile

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

$100K$50K$0Assets 2021: $84,014Net Assets 2021: $84,0142021Assets 2022: $89,471Liabilities 2022: $0Net Assets 2022: $89,4712022Assets 2024: $59,277Net Assets 2024: $59,2772024

Highlighted filing

2024

Assets$59,277
Liabilities-
Net Assets$59,277
Open 2024 Filing

Operations Trend

Revenue Growth90th percentile

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

$150K$100K$50K$0Revenue 2021: $65,646Expenses 2021: $60,988Net Income 2021: $4,6582021Revenue 2022: $66,354Expenses 2022: $60,897Net Income 2022: $5,4572022Revenue 2024: $101,886Expenses 2024: $95,129Net Income 2024: $6,7572024

Highlighted filing

2024

Revenue$101,886
Expenses$95,129
Net Income$6,757
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$59,277
Liabilities
-
Net assets
$59,277
Revenue
$101,886
Expenses
$95,129
Net income
$6,757
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.59$0.59$1.02$0.95$0.07
2022Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.66$0.61$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.84$0.84$0.66$0.61$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 15, 2025
Return Version
2024v5.1
Gross Receipts
$101,886
Mission and Program Overview

Mission

Homeownerassociation

Homeowner association

Program Services

DescriptionGrantsExpenses
Maintain and monitor adherence with community declarations local requirements. Maintain community common areas and monitoring of community safety.$0$72,681
Insurance Community Meeting and Holiday Party refreshments rentals.$0$15,807
Printing and mailing of community communications.$0$6,641
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Guy KarmPresidentPT$0--
David FreemanVice President-$0--
Susan KnowlingSecretary-$0--
Beth OkrieTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Plum Grove Estates Property Owners Association
EIN
36-6098057
In Care Of
% Amy Pritchard
Address
PO BOX 2568, PALATINE, IL 60078-2568

Signing Officer

Name
Beth Okrie
Title
Treasurer
Signed
2025-05-15
Supplemental Narrative

Additional Explanations

Part I, line 8

“| Other Revenues:, Amount:| Ad revenue for Association Newsletter, $2150|”

Part I, line 16

“| Other Expenses:, Amount:| Insurance Membership Meeting and Holiday Party refreshments Rental fees, $15807|”

Raw XML Appendix112 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Beth Okrie
IRS990EZ/BooksInCareOfDetail/PhoneNum06306052134
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0309 Elmwood Ct
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PALATINE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd060067
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt052520
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt059277
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06757
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt052520
IRS990EZ/Form990TotalAssetsGrp/EOYAmt059277
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0101886
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt046
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt099690
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt052520
IRS990EZ/NetAssetsOrFundBalancesEOYAmt059277
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt052520
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt059277
IRS990EZ/OccupancyRentUtltsAndMaintAmt072681
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt012
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Guy Karm
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1David Freeman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Susan Knowling
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Beth Okrie
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt015807
IRS990EZ/OtherRevenueTotalAmt02150
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Homeowner association
IRS990EZ/PrintingPublicationsPostageAmt06641
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Maintain and monitor adherence with community declarations local requirements. Maintain community common areas and monitoring of community safety.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Printing and mailing of community communications.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Insurance Community Meeting and Holiday Party refreshments rentals.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt072681
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt16641
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt215807
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt095129
IRS990EZ/TotalProgramServiceExpensesAmt095129
IRS990EZ/TotalRevenueAmt0101886
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0www.pgepoa.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Other Revenues:, Amount:| Ad revenue for Association Newsletter, $2150|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Other Expenses:, Amount:| Insurance Membership Meeting and Holiday Party refreshments Rental fees, $15807|
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Beth Okrie
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PLUM GROVE ESTATES PROPERTY OWNERS ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0PLUM
ReturnHeader/Filer/EIN0366098057
ReturnHeader/Filer/ForeignPhoneNum06306052134
ReturnHeader/Filer/InCareOfNm0% Amy Pritchard
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2568
ReturnHeader/Filer/USAddress/CityNm0PALATINE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd0600782568
ReturnHeader/ReturnTs02025-05-15T07:29:17-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)4 • <$500k nonprofits