Civic Intelligence

Mequon-Theinsville Area Council Parent Teacher Organization

EIN 20-4843608 • 501(c)3 • Mequon, WI

990-N Coverage

Profile

Provide educ opport for steffen school

6633 W Steffen DrMequon, WI 53092

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

51st percentile

1.9%

Higher net margin than 51% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2014

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 2014

Asset Growth

59th percentile

2.3%

Faster asset growth than 59% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

66th percentile

13%

Faster revenue growth than 66% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$8,413

Up $191 (+2.3%) from 2013

Liabilities

Flat

$0

Flat from 2013

Net Assets

Up

$8,413

Up $191 (+2.3%) from 2013

Operations
Liabilities / Revenue62nd percentileNet Margin51st percentile

Revenue

Up

$9,979

Up $1,121 (+13%) from 2013

Expenses

Down

$9,788

Down $3,027 (-24%) from 2013

Net Income

Up

$191

Up $4,148 (+105%) from 2013

Trend Graphs

Balance Sheet Trend

Asset Growth59th percentile

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

$15K$10K$5.0K$0Assets 2012: $12,179Liabilities 2012: $02012Assets 2013: $8,222Liabilities 2013: $0Net Assets 2013: $8,2222013Assets 2014: $8,413Liabilities 2014: $0Net Assets 2014: $8,4132014

Highlighted filing

2014

Assets$8,413
Liabilities$0
Net Assets$8,413
Open 2014 Filing

Operations Trend

Revenue Growth66th percentile

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

$15K$10K$5.0K$0-$5.0KRevenue 2012: $14,826Expenses 2012: $10,225Net Income 2012: $4,6012012Revenue 2013: $8,858Expenses 2013: $12,815Net Income 2013: -$3,9572013Revenue 2014: $9,979Expenses 2014: $9,788Net Income 2014: $1912014

Highlighted filing

2014

Revenue$9,979
Expenses$9,788
Net Income$191
Open 2014 Filing

Filings

Most recent year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,413
Liabilities
$0
Net assets
$8,413
Revenue
$9,979
Expenses
$9,788
Net income
$191
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2014Detailed filing. Detailed filing data is available for this year.$8.41$0.00$8.41$9.98$9.79$0.19
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.22$0.00$8.22$8.86$12.8$3.96
2012Summary only. Only limited summary data is available for this year.$12.2$0.00$14.8$10.2$4.60
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Sep 23, 2014
Return Version
2013v3.1
Gross Receipts
$25,142
Mission and Program Overview

Mission

Provide educ opport for steffen school

Program Services

DescriptionGrantsExpenses
PROVIDED HIGH STANDARDS OF EDUCATIONAL EXCELLENCE FOR THE STUDENTS AT STEFFEN MIDDLE SCHOOL-$24,951
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRACI CAINPresidentPT$0--
LEONA KNOBLOCH-NELSONVice President-$0--
MICKEY FERGUSONSecretary-$0--
BRIDGET GREUELTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$15,085$15,085$11,694$3,391
Event 2$1,833$1,833$1,839$-6
Total Events$20,587$20,587$14,088$6,499
Filing and Contact Details

Filer

EIN
20-4843608

Signing Officer

Name
Bridget Greuel
Title
Treasurer
Phone
2622384700
Signed
2014-09-23
Discuss with paid preparer
Yes

Preparer

Preparer
Gary Shuff
Phone
4147647020
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description amountother income 189”

List of grants and similar amounts paid Part I line 10

“Activity mini-grants amount 1,965”

Description of other expenses Part I line 16

“Description amountinsurance 155other expenses 481dues and licenses 755th grade orientation 556th grade activities 6008th grade activities 870activity day 88community service 1,412classroom expenses 48post prom 150red ribbon week 207donations 500training costs 1,588teacher appreciation 1,138”

Raw XML Appendix173 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0BRIDGET GREUEL
IRS990EZ/BooksInCareOfDetail/PhoneNum02622384700
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine108050 W MEQUON RD
IRS990EZ/BooksInCareOfDetail/USAddress/City0MEQUON
IRS990EZ/BooksInCareOfDetail/USAddress/State0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode053097
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt08222
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt08413
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt01075
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0191
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0320
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt08222
IRS990EZ/Form990TotalAssetsGrp/EOYAmt08413
IRS990EZ/FundraisingGrossIncomeAmt020587
IRS990EZ/GrantsAndSimilarAmountsPaidAmt01965
IRS990EZ/GrossProfitLossSlsOfInvntryAmt055
IRS990EZ/GrossReceiptsAmt025142
IRS990EZ/GrossSalesOfInventoryAmt01130
IRS990EZ/GroupExemptionNum05432
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt03236
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt08222
IRS990EZ/NetAssetsOrFundBalancesEOYAmt08413
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt08222
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt08413
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
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/PersonNm0TRACI CAIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LEONA KNOBLOCH-NELSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MICKEY FERGUSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BRIDGET GREUEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt07367
IRS990EZ/OtherRevenueTotalAmt0189
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE EDUC OPPORT FOR STEFFEN SCHOOL
IRS990EZ/PrintingPublicationsPostageAmt0136
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED HIGH STANDARDS OF EDUCATIONAL EXCELLENCE FOR THE STUDENTS AT STEFFEN MIDDLE SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt024951
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt014088
IRS990EZ/SpecialEventsNetIncomeLossAmt06499
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt09788
IRS990EZ/TotalProgramServiceExpensesAmt024951
IRS990EZ/TotalRevenueAmt09979
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03236
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02809
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04381
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt020855
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt017114
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt048395
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt021906
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt024061
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt028283
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt012523
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt010249
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt097022
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0145417
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt025142
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt026870
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt032664
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt033378
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt027363
IRS990ScheduleA/Total509Grp/TotalAmt0145417
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt025142
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt026870
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt032664
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt033378
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt027363
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0145417
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt014088
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt015085
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt01833
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt03669
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt020587
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt015085
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt01833
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt03669
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt020587
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0SPARTAN FUND
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt06499
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt0555
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt014088
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt011694
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01839
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt05
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTOTHER INCOME 189
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY MINI-GRANTS AMOUNT 1,965
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION AMOUNTINSURANCE 155OTHER EXPENSES 481DUES AND LICENSES 755TH GRADE ORIENTATION 556TH GRADE ACTIVITIES 6008TH GRADE ACTIVITIES 870ACTIVITY DAY 88COMMUNITY SERVICE 1,412CLASSROOM EXPENSES 48POST PROM 150RED RIBBON WEEK 207DONATIONS 500TRAINING COSTS 1,588TEACHER APPRECIATION 1,138
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other expenses Part I line 16
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIDGET GREUEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02622384700
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-09-23
ReturnHeader/Filer/BusinessName/BusinessNameLine10STEFFEN MIDDLE SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0STEF
ReturnHeader/Filer/EIN0204843608
ReturnHeader/Filer/USAddress/AddressLine106633 W STEFFEN DR
ReturnHeader/Filer/USAddress/City0MEQUON
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode053092
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0264513576
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Wasserman & Associates LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine108375 S Howell Ave Ste 202
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Oak Creek
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0531548344
ReturnHeader/PreparerPersonGrp/PhoneNum04147647020
ReturnHeader/PreparerPersonGrp/PreparationDt02014-09-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gary Shuff
ReturnHeader/ReturnTs02014-09-30T12:56:22-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

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