Civic Intelligence

Unit 2 PTA Inc

EIN 46-2815117 • 501(c)3 • Bonfield, IL

Profile

The purpose of the unit 2 pta is to provide a forum where parents, teachers,and school leaders can come together to discuss ways to promote quality education, encourage community involvement, work for a healthy environment, and support the day-to-day functions of our schools. Together, we are a powerful voice for all children.

522 E Smith StBonfield, IL 60913

www.unit2pta.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 2025

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2025

Net Margin

14th percentile

-52%

Higher net margin than 14% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

24th percentile

-38%

Faster asset growth than 24% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

46th percentile

-5.9%

Faster revenue growth than 46% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Down

$36,364

Down $21,955 (-38%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$36,364

Down $21,955 (-38%) from 2024

Revenue

Down

$40,565

Down $2,524 (-5.9%) from 2024

Expenses

Down

$61,617

Down $1,821 (-2.9%) from 2024

Net Income

Down

-$21,052

Down $703 (-3.5%) from 2024

Trend Graphs

Balance Sheet Trend

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

$100K$50K$0Assets 2014: $57,443Liabilities 2014: $02014Assets 2015: $67,215Liabilities 2015: $0Net Assets 2015: $67,2152015Assets 2016: $50,065Liabilities 2016: $0Net Assets 2016: $50,0652016Assets 2017: $73,107Liabilities 2017: $0Net Assets 2017: $73,1072017Assets 2018: $84,245Liabilities 2018: $0Net Assets 2018: $84,2452018Assets 2019: $94,722Liabilities 2019: $0Net Assets 2019: $94,7222019Assets 2024: $58,319Liabilities 2024: $0Net Assets 2024: $58,3192024Assets 2025: $36,364Net Assets 2025: $36,3642025

Highlighted filing

2025

Assets$36,364
Liabilities-
Net Assets$36,364

Operations Trend

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

$100K$50K$0-$50KRevenue 2014: $91,938Expenses 2014: $34,495Net Income 2014: $57,4432014Revenue 2015: $50,938Expenses 2015: $41,166Net Income 2015: $9,7722015Revenue 2016: $45,730Expenses 2016: $62,880Net Income 2016: -$17,1502016Revenue 2017: $57,494Expenses 2017: $34,452Net Income 2017: $23,0422017Revenue 2018: $50,706Expenses 2018: $39,568Net Income 2018: $11,1382018Revenue 2019: $48,808Expenses 2019: $38,331Net Income 2019: $10,4772019Revenue 2024: $43,089Expenses 2024: $63,438Net Income 2024: -$20,3492024Revenue 2025: $40,565Expenses 2025: $61,617Net Income 2025: -$21,0522025

Highlighted filing

2025

Revenue$40,565
Expenses$61,617
Net Income-$21,052

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jan 7, 2026
Return Version
2024v5.0
Gross Receipts
$62,284
Mission and Program Overview

Mission

The purpose of the unit 2 pta is to provide a forum where parents, teachers, and school leaders can come together to discuss ways to promote quality education, encourage community involvement, work for a healthy environment, and support the day-to-day functions of our schools, together we are a powerful voice for all children.

Program Services

DescriptionGrantsExpenses
PROVIDE VARIOUS EDUCATIONAL EQUIPMENT, ASSEMBLIES, AND SUPPLIES FOR CLASSROOMS THROUGHOUT THE SCHOOL DISTRICT (EDUCATIONAL/CLASSROOM/SCHOOL)-$22,740
SPONSOR MONTHLY STUDENT ACTIVITIES FOR GRADES K THROUGH 12 (STUDENT ACTIVITIES)-$20,850
FUND STAFF APPRECIATION, ADMINISTRATIVE DAY, AND PARENT TEACHER CONFERENCE DINNERS (HOSPITALITY)-$13,850
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LORI KINGPresident-$0--
THERESA REICHARDTVice Preside-$0--
BRITTANY MARCOTTEVice Preside-$0--
HEATHER COXVice Preside-$0--
DANIELLE VANZANDTSecretary-$0--
SAMANTHA WERNERTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Walkathon$40,207$40,207$6,608$33,599
Spirit Wear$10,082$10,082$10,525$-443
Total Events$50,289$50,289$21,719$28,570
Filing and Contact Details

Filer

Filer Name
Unit 2 Pta Inc
EIN
46-2815117
Phone
8159336995
Address
522 E SMITH ST, BONFIELD, IL 60913

Signing Officer

Name
Samantha Werner
Title
Treasurer
Phone
8159336995
Signed
2026-01-07
Discuss with paid preparer
Yes

Preparer

Firm
Groskreutz Abraham Eshleman Gerretse LLC
Address
1949 W COURT ST, KANKAKEE, IL 60901
Preparer
Dale L Gerretse
Phone
8159337781
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses operating expenses 1,061 operating expenses:copy paper 591 operating expenses: website m 260 operating expenses: insurance 360 total 2,272

Form 990-ez, Part I, Line 20

Fund balance accrual adj. -906

Form 990-ez, Part II, Line 24

Accounts receivable 870 0 total 870 0

Form 990-ez, Part III

The purpose of the unit 2 pta is to provide a forum where parents, teachers, and school leaders can come together to discuss ways to promote quality education, encourage community involvement, work for a healthy environment, and support the day-to-day functions of our schools, together we are a powerful voice for all children.

Raw XML Appendix165 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/PersonNm0SAMANTHA WERNER
IRS990EZ/BooksInCareOfDetail/PhoneNum08159336995
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0501 NORTH MAIN STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HERSCHER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd060941
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt057452
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt036364
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02370
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-21052
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt059345
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt058322
IRS990EZ/Form990TotalAssetsGrp/EOYAmt036364
IRS990EZ/FundraisingGrossIncomeAmt050289
IRS990EZ/GrossReceiptsAmt062284
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt019
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt058322
IRS990EZ/NetAssetsOrFundBalancesEOYAmt036364
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt058322
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt036364
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LORI KING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1THERESA REICHARDT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BRITTANY MARCOTTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3HEATHER COX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DANIELLE VANZANDT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SAMANTHA WERNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0870
IRS990EZ/OtherChangesInNetAssetsAmt0-906
IRS990EZ/OtherExpensesTotalAmt02272
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE PURPOSE OF THE UNIT 2 PTA IS TO PROVIDE A FORUM WHERE PARENTS, TEACHERS, AND SCHOOL LEADERS CAN COME TOGETHER TO DISCUSS WAYS TO PROMOTE QUALITY EDUCATION, ENCOURAGE COMMUNITY INVOLVEMENT, WORK FOR A HEALTHY ENVIRONMENT, AND SUPPORT THE DAY-TO-DAY FUNCTIONS OF OUR SCHOOLS, TOGETHER WE ARE A POWERFUL VOICE FOR ALL CHILDREN.
IRS990EZ/ProgramServiceRevenueAmt09606
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE VARIOUS EDUCATIONAL EQUIPMENT, ASSEMBLIES, AND SUPPLIES FOR CLASSROOMS THROUGHOUT THE SCHOOL DISTRICT (EDUCATIONAL/CLASSROOM/SCHOOL)
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FUND STAFF APPRECIATION, ADMINISTRATIVE DAY, AND PARENT TEACHER CONFERENCE DINNERS (HOSPITALITY)
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SPONSOR MONTHLY STUDENT ACTIVITIES FOR GRADES K THROUGH 12 (STUDENT ACTIVITIES)
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt022740
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt113850
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt220850
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt021719
IRS990EZ/SpecialEventsNetIncomeLossAmt028570
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt061617
IRS990EZ/TotalProgramServiceExpensesAmt057440
IRS990EZ/TotalRevenueAmt040565
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.UNIT2PTA.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02370
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02040
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt04410
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt059914
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt069069
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0128983
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0133393
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt062284
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt071109
IRS990ScheduleA/Total509Grp/TotalAmt0133393
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt062284
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt071109
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0133393
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt021719
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt0917
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0917
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SPIRIT WEAR
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0WALKATHON
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt010082
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt040207
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt050289
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt010082
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt040207
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt050289
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt028570
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt03669
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt03669
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt017133
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt010525
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt06608
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OPERATING EXPENSES 1,061 OPERATING EXPENSES:COPY PAPER 591 OPERATING EXPENSES: WEBSITE M 260 OPERATING EXPENSES: INSURANCE 360 TOTAL 2,272
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FUND BALANCE ACCRUAL ADJ. -906
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS RECEIVABLE 870 0 TOTAL 870 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PURPOSE OF THE UNIT 2 PTA IS TO PROVIDE A FORUM WHERE PARENTS, TEACHERS, AND SCHOOL LEADERS CAN COME TOGETHER TO DISCUSS WAYS TO PROMOTE QUALITY EDUCATION, ENCOURAGE COMMUNITY INVOLVEMENT, WORK FOR A HEALTHY ENVIRONMENT, AND SUPPORT THE DAY-TO-DAY FUNCTIONS OF OUR SCHOOLS, TOGETHER WE ARE A POWERFUL VOICE FOR ALL CHILDREN.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SAMANTHA WERNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08159336995
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UNIT 2 PTA INC
ReturnHeader/Filer/BusinessNameControlTxt0UNIT
ReturnHeader/Filer/EIN0462815117
ReturnHeader/Filer/PhoneNum08159336995
ReturnHeader/Filer/USAddress/AddressLine1Txt0522 E SMITH ST
ReturnHeader/Filer/USAddress/CityNm0BONFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060913
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0362664260
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GROSKREUTZ ABRAHAM ESHLEMAN GERRETSE LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01949 W COURT ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KANKAKEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060901
ReturnHeader/PreparerPersonGrp/PhoneNum08159337781
ReturnHeader/PreparerPersonGrp/PreparationDt02026-01-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DALE L GERRETSE
ReturnHeader/ReturnTs02026-01-07T12:31:47-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.