Civic Intelligence

Heineman Middle School Parent Teacher Organization

EIN 51-0463860 • 501(c)3 • Algonquin, IL

RevokedPub. 78 Eligible990-N Coverage

Profile

The organization's primary exempt purpose is to promote the welfare of the heineman middle school students, their families and their community through the advancement of educational opportunities.

Revocation date: Nov 15, 2022

725 Academic DrAlgonquin, IL 60102

n/A

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

8th percentile

-143%

Higher net margin than 8% of similar nonprofits.

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

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 2016

Asset Growth

36th percentile

-14%

Faster asset growth than 36% of similar nonprofits.

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

Revenue Growth

15th percentile

-58%

Faster revenue growth than 15% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$25,523

Down $4,208 (-14%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$25,523

Down $4,208 (-14%) from 2015

Operations
Liabilities / RevenueScore unavailableNet Margin8th percentile

Revenue

Down

$2,945

Down $4,129 (-58%) from 2015

Expenses

Up

$7,153

Up $3,044 (+74%) from 2015

Net Income

Down

-$4,208

Down $7,173 (-242%) from 2015

Trend Graphs

Balance Sheet Trend

Asset Growth36th percentile

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

$30K$20K$10K$0Assets 2011: $13,074Liabilities 2011: $02011Assets 2012: $17,428Liabilities 2012: $02012Assets 2013: $21,549Net Assets 2013: $21,5492013Assets 2014: $26,766Net Assets 2014: $26,7662014Assets 2015: $29,731Net Assets 2015: $29,7312015Assets 2016: $25,523Net Assets 2016: $25,5232016

Highlighted filing

2016

Assets$25,523
Liabilities-
Net Assets$25,523
Open 2016 Filing

Operations Trend

Revenue Growth15th percentile

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

$15K$10K$5.0K$0-$5.0KRevenue 2011: $8,436Expenses 2011: $7,651Net Income 2011: $7852011Revenue 2012: $8,747Expenses 2012: $4,393Net Income 2012: $4,3542012Revenue 2013: $9,755Expenses 2013: $5,634Net Income 2013: $4,1212013Revenue 2014: $11,439Expenses 2014: $6,222Net Income 2014: $5,2172014Revenue 2015: $7,074Expenses 2015: $4,109Net Income 2015: $2,9652015Revenue 2016: $2,945Expenses 2016: $7,153Net Income 2016: -$4,2082016

Highlighted filing

2016

Revenue$2,945
Expenses$7,153
Net Income-$4,208
Open 2016 Filing

Filings

Most recent year

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

Open filing
Assets
$25,523
Liabilities
-
Net assets
$25,523
Revenue
$2,945
Expenses
$7,153
Net income
-$4,208
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$25.5$25.5$2.95$7.15$4.21
2015Detailed filing. Detailed filing data is available for this year.$29.7$29.7$7.07$4.11$2.97
2014Detailed filing. Detailed filing data is available for this year.$26.8$26.8$11.4$6.22$5.22
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.5$21.5$9.76$5.63$4.12
2012Summary only. Only limited summary data is available for this year.$17.4$0.00$8.75$4.39$4.35
2011Summary only. Only limited summary data is available for this year.$13.1$0.00$8.44$7.65$0.79
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 21, 2016
Return Version
2015v2.0
Gross Receipts
$14,894
Mission and Program Overview

Mission

The organization's primary exempt purpose is to promote the welfare of the heineman middle school students, their families and their community through the advancement of educational opportunities.

The organization's primary purpose is to promote the welfare of the heineman middle school student, their families, and their community through the advancement of educational opportunities.

Program Services

DescriptionGrantsExpenses
PROVIDED FUNDS FOR TEACHER CLASSROOM REQUESTS$1,986-
PROVIDED FUNDS FOR STAFF APPRECIATION EVENTS$1,399-
PROVIDED FUNDS FOR STUDENT FIELD TRIPS$425-
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KRISTI CASTROPresident-$0--
JENNIFER BESCHVice President-$0--
SERENA CARRERASecretary-$0--
SARA HARRISTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Heineman Middle School Pto
EIN
51-0463860
Phone
8474581538
Address
725 ACADEMIC DR, ALGONQUIN, IL 60102

Signing Officer

Name
Kristi Castro
Title
President
Signed
2016-10-21
Discuss with paid preparer
Yes

Preparer

Firm
Porte Brown LLC
Address
845 Oakton St, Elk Grove Village, IL 60007
Preparer
Wade Runge
Phone
8479561040
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Various cash donations $2166”

Other Expenses.2

“Teacher grants/request $1986”

Other Expenses.3

“STAFF APPRECIATION $1214”

Other Expenses.4

“FIELD TRIPS $425”

Other Expenses.5

“OFFICE SUPPLIES $228”

Other Expenses.6

“ISAT SNACKS $224”

Other Expenses.7

“Secretary/custodian day $185”

Other Expenses.8

“FILING FEES $25”

Raw XML Appendix174 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/OperateHospitalInd0false
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0VARIOUS CASH DONATIONS $2166
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TEACHER GRANTS/REQUEST $1986
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2STAFF APPRECIATION $1214
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KRISTI CASTRO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HEINEMAN MIDDLE SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0HEIN
ReturnHeader/Filer/EIN0510463860
ReturnHeader/Filer/PhoneNum08474581538
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ReturnHeader/Filer/USAddress/ZIPCd060102
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0845 Oakton St
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ReturnHeader/PreparerPersonGrp/PhoneNum08479561040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WADE RUNGE
ReturnHeader/ReturnTs02016-10-21T08:06:37-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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