Civic Intelligence

Marshall Elementary Parent-Teacher Organization

990EZ • Fiscal year 2018 • EIN 81-3842126

Aug 01, 2017 to Jul 31, 2018 • Filed on Dec 17, 2018

Organization ProfileMARSHALLELEMENTARYPTO.WEEBLY.COM
4664 N Rockton AveRockford, IL 61103

(815) 966-3370

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 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

13th percentile

-27%

Higher net margin than 13% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

10th percentile

-46%

Faster asset growth than 10% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

19th percentile

-28%

Faster revenue growth than 19% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$14,145

Down $11,851 (-46%) from 2017

Net Assets

Down

$14,145

Down $11,851 (-46%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin13th percentile

Revenue

Down

$44,010

Down $16,806 (-28%) from 2017

Expenses

Down

$55,861

Down $2,444 (-4.2%) from 2017

Net Income

Down

-$11,851

Down $14,362 (-572%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

$30K$20K$10K$0Assets 2017: $25,996Liabilities 2017: $0Net Assets 2017: $25,9962017Assets 2018: $14,145Net Assets 2018: $14,1452018Assets 2019: $26,360Liabilities 2019: $0Net Assets 2019: $26,3602019

Highlighted filing

2018

Assets$14,145
Liabilities-
Net Assets$14,145
Open 2018 Filing

Operations Trend

Revenue Growth19th percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2017: $60,816Expenses 2017: $58,305Net Income 2017: $2,5112017Revenue 2018: $44,010Expenses 2018: $55,861Net Income 2018: -$11,8512018Revenue 2019: $33,588Expenses 2019: $24,416Net Income 2019: $9,1722019

Highlighted filing

2018

Revenue$44,010
Expenses$55,861
Net Income-$11,851
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2017 to Jul 31, 2018
Signed
Dec 17, 2018
Return Version
2017v2.2
Gross Receipts
$51,847
Mission and Program Overview

Mission

The objectives of this organization are:-To promote the Mission Statement of the Marshall Elementary PTO and increase parental awareness of school policy,direction,goals and procedures to improve parent,teacher and student communication.-To promote positive programs that will include teachers,students and parents for the purpose of establishing closer relationships between home and school.-to raise funds in order to provide needed additional materials or services to enhance students' educational experience.-to promote the authenticity of the Marshall Elementary Gifted program by adhering to the integrity of the program's philosophy.

Program Services

DescriptionGrantsExpenses
Playground equipment and installation requested by school$44,631-
After school programs & special events, equipment & supplies requested by schools$9,536-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jen LovenCo-PresidentPT$0--
Rodney RodriguezCo-PresidentPT$0--
Lisa RyaltVice President-$0--
Liz GobleVice President-$0--
Miranda BuellSecretary-$0--
Jaime BorgialliTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Race for Education$41,338$2,768$2,655$113
Total Events$41,338$2,768$2,768-
Filing and Contact Details

Filer

Filer Name
Marshall Elementary Parent-teacher
EIN
81-3842126
Phone
8159663370
Address
4664 N ROCKTON AVE, ROCKFORD, IL 61103

Signing Officer

Name
Jaime Borgialli
Title
Treasurer
Signed
2018-12-17
Discuss with paid preparer
Yes

Preparer

Firm
Debra Snyder
Address
6924 Michelle Drive, Roscoe, IL 61073-9170
Preparer
Debra Snyder
Phone
8156236912
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: Marshall Elementary ROSCOE IL 61103 | Cash Amount Given: $54167”

Other Expenses.1002

“Office Expenses $76”

Other Expenses.1012

“Insurance $484”

Other Expenses.1

“miscellaneous $187”

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/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jen Loven
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Rodney Rodriguez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Lisa Ryalt
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Liz Goble
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Miranda Buell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Jaime Borgialli
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Co-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Co-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0747
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The objectives of this organization are:-To promote the Mission Statement of the Marshall Elementary PTO and increase parental awareness of school policy,direction,goals and procedures to improve parent,teacher and student communication.-To promote positive programs that will include teachers,students and parents for the purpose of establishing closer relationships between home and school.-to raise funds in order to provide needed additional materials or services to enhance students' educational experience.-to promote the authenticity of the Marshall Elementary Gifted program by adhering to the integrity of the program's philosophy.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Playground equipment and installation requested by school
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1After school programs & special events, equipment & supplies requested by schools
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt044631
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt19536
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt02826
IRS990EZ/SpecialEventsNetIncomeLossAmt04369
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt055861
IRS990EZ/TotalProgramServiceExpensesAmt054167
IRS990EZ/TotalRevenueAmt044010
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0MARSHALLELEMENTARYPTO.WEEBLY.COM
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt042939
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt051532
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt094471
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt010
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IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt023
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt09271
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt010
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt023
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0104802
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt043999
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt044009
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt060816
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0104825
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Race for Education
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt070
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Marshall Elementary ROSCOE IL 61103 | Cash Amount Given: $54167
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $76
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $484
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3miscellaneous $187
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jaime Borgialli
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-12-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARSHALL ELEMENTARY PARENT-TEACHER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ORGANIZATION
ReturnHeader/Filer/BusinessNameControlTxt0MARS
ReturnHeader/Filer/EIN0813842126
ReturnHeader/Filer/PhoneNum08159663370
ReturnHeader/Filer/USAddress/AddressLine1Txt04664 N ROCKTON AVE
ReturnHeader/Filer/USAddress/CityNm0ROCKFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd061103
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Debra Snyder
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06924 Michelle Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Roscoe
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0610739170
ReturnHeader/PreparerPersonGrp/PhoneNum08156236912
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Debra Snyder
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-12-17T09:26:26-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-08-01
ReturnHeader/TaxPeriodEndDt02018-07-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,145
Liabilities
-
Net assets
$14,145
Revenue
$44,010
Expenses
$55,861
Net income
-$11,851
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$26.4$0.00$26.4$33.6$24.4$9.17
2018Detailed filing. Detailed filing data is available for this year.$14.1$14.1$44.0$55.9$11.9
2017Detailed filing. Detailed filing data is available for this year.$26.0$0.00$26.0$60.8$58.3$2.51