Civic Intelligence

Illinois Congress of Parents Teachers

990EZ • Fiscal year 2016 • EIN 36-6158250

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 31, 2016

312 S President StWheaton, IL 60187

(630) 682-2085

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

68th percentile

12%

Higher net margin than 68% 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

78th percentile

31%

Faster asset growth than 78% of similar nonprofits.

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

Revenue Growth

51st percentile

1.2%

Faster revenue growth than 51% of similar nonprofits.

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

Assets

Up

$20,823

Up $4,900 (+31%) from 2015

Net Assets

Up

$20,823

Up $4,900 (+31%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$39,706

Up $471 (+1.2%) from 2015

Expenses

Down

$34,806

Down $16,850 (-33%) from 2015

Net Income

Up

$4,900

Up $17,321 (+139%) from 2015

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2012: $34,783Net Assets 2012: $34,7832012Assets 2013: $41,922Net Assets 2013: $41,9222013Assets 2014: $28,344Net Assets 2014: $28,3442014Assets 2015: $15,923Net Assets 2015: $15,9232015Assets 2016: $20,823Net Assets 2016: $20,8232016Assets 2017: $21,434Net Assets 2017: $21,4342017Assets 2018: $19,458Net Assets 2018: $19,4582018Assets 2019: $9,358Net Assets 2019: $9,3582019Assets 2020: $20,008Net Assets 2020: $20,0082020

Highlighted filing

2016

Assets$20,823
Liabilities-
Net Assets$20,823

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2012: $35,594Expenses 2012: $28,052Net Income 2012: $7,5422012Revenue 2013: $33,705Expenses 2013: $26,566Net Income 2013: $7,1392013Revenue 2014: $38,403Expenses 2014: $51,981Net Income 2014: -$13,5782014Revenue 2015: $39,235Expenses 2015: $51,656Net Income 2015: -$12,4212015Revenue 2016: $39,706Expenses 2016: $34,806Net Income 2016: $4,9002016Revenue 2017: $35,680Expenses 2017: $35,069Net Income 2017: $6112017Revenue 2018: $33,713Expenses 2018: $35,689Net Income 2018: -$1,9762018Revenue 2019: $30,855Expenses 2019: $40,955Net Income 2019: -$10,1002019Revenue 2020: $28,677Expenses 2020: $18,027Net Income 2020: $10,6502020

Highlighted filing

2016

Revenue$39,706
Expenses$34,806
Net Income$4,900
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 31, 2016
Return Version
2015v2.1
Gross Receipts
$48,959
Mission and Program Overview

Mission

Lowell pta supports student & teahcer activities at lowell school. All students benefit from special events and activities

Program Services

DescriptionGrantsExpenses
LOWELL PTA SUPPORTS STUDENT & TEACHER ACTIVITIES AT LOWELL SCHOOL. ALL STUDENTS BENEFIT FROM SPECIAL EVENTS AND ACTIVITIES.-$31,480
STUDENT SCHOLARHIPS AND CORRESPONDING BANQUET-$460
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANDREA KOZIARZCo-President-$0--
CHARITY MAKELACo-President-$0--
KRISTEN MOORE1st Vice-Pre-$0--
ANITA MAJSZAK2nd Vice-Pre-$0--
AMY REEVESSecretary-$0--
CAROLYN BARNESTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Laps for Lowell$15,963$15,963$1,066$14,897
Jamboree$10,882$10,882$3,855$7,027
Total Events$39,314$39,314$5,774$33,540
Filing and Contact Details

Filer

Filer Name
Lowell School Pta
EIN
36-6158250
Phone
6306822085
Address
312 S PRESIDENT ST, WHEATON, IL 60187

Signing Officer

Name
Melissa Van Denend
Title
Treasurer
Signed
2016-10-31
Discuss with paid preparer
Yes

Preparer

Firm
Mathieson Moyski Austin & Co Llp
Address
211 SOUTH WHEATON AVENUE SUITE 300, WHEATON, IL 60187
Preparer
Ronald D Austin
Phone
6306531616
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Miscellaneous 2,239 total 2,239

Form 990-ez, Part I, Line 16

Expenses school directory 60 hospitality 589 operation safe celebratio 50 field trips 10,067 reading programs 996 teachers' classroom 1,826 holiday program 163 discovery day 1,558 lowell beautification 460 culture fest 849 teacher appreciation week 476 back to school social 185 clubs 2,234 scholarship fund 425 scholarship banquet 35 author's fair 1,500 recess equipment 402 teacher magazines 1,893 teacher wish list 2,984 filing fee 10 pta assesment 130 tax prep fees 285 insurance 360 safety patrol 100 screen free week 250 staff appreciation 398 laptop accessories/softwa 784 membership dues 1,097 llc improvements 4,440 total 34,606

Form 990-ez, Part III

Lowell pta supports student & teahcer activities at lowell school. All students benefit from special events and activities

Raw XML Appendix170 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/PersonNm4AMY REEVES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CAROLYN BARNES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt21ST VICE-PRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt32ND VICE-PRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt034606
IRS990EZ/OtherRevenueTotalAmt02239
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0LOWELL PTA SUPPORTS STUDENT & TEAHCER ACTIVITIES AT LOWELL SCHOOL. ALL STUDENTS BENEFIT FROM SPECIAL EVENTS AND ACTIVITIES
IRS990EZ/PrintingPublicationsPostageAmt0200
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0LOWELL PTA SUPPORTS STUDENT & TEACHER ACTIVITIES AT LOWELL SCHOOL. ALL STUDENTS BENEFIT FROM SPECIAL EVENTS AND ACTIVITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1STUDENT SCHOLARHIPS AND CORRESPONDING BANQUET
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt031480
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1460
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt034533
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
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IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0362739066
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IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt031940
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0LOWELL SCHOOL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0SCHOOL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt031940
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISCELLANEOUS 2,239 TOTAL 2,239
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES SCHOOL DIRECTORY 60 HOSPITALITY 589 OPERATION SAFE CELEBRATIO 50 FIELD TRIPS 10,067 READING PROGRAMS 996 TEACHERS' CLASSROOM 1,826 HOLIDAY PROGRAM 163 DISCOVERY DAY 1,558 LOWELL BEAUTIFICATION 460 CULTURE FEST 849 TEACHER APPRECIATION WEEK 476 BACK TO SCHOOL SOCIAL 185 CLUBS 2,234 SCHOLARSHIP FUND 425 SCHOLARSHIP BANQUET 35 AUTHOR'S FAIR 1,500 RECESS EQUIPMENT 402 TEACHER MAGAZINES 1,893 TEACHER WISH LIST 2,984 FILING FEE 10 PTA ASSESMENT 130 TAX PREP FEES 285 INSURANCE 360 SAFETY PATROL 100 SCREEN FREE WEEK 250 STAFF APPRECIATION 398 LAPTOP ACCESSORIES/SOFTWA 784 MEMBERSHIP DUES 1,097 LLC IMPROVEMENTS 4,440 TOTAL 34,606
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LOWELL PTA SUPPORTS STUDENT & TEAHCER ACTIVITIES AT LOWELL SCHOOL. ALL STUDENTS BENEFIT FROM SPECIAL EVENTS AND ACTIVITIES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOWELL SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0LOWE
ReturnHeader/Filer/EIN0366158250
ReturnHeader/Filer/PhoneNum06306822085
ReturnHeader/Filer/USAddress/AddressLine1Txt0312 S PRESIDENT ST
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WHEATON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060187
ReturnHeader/PreparerPersonGrp/PhoneNum06306531616
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RONALD D AUSTIN
ReturnHeader/ReturnTs02016-11-10T14:58:32-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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Filings