Mequon-Theinsville Area Council Parent Teacher Organization

990EZ • Fiscal year 2014 • EIN 20-4843608

Jul 01, 2013 to Jun 30, 2014 • Filed on Sep 23, 2014

Organization Profile N/A

6633 W Steffen Dr53092

(262) 238-4700

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

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

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

0.00x

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

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

1.9%

Higher net margin than 47% of similar nonprofits.

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

Higher top officer pay than 74% of similar nonprofits.

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

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

2.3%

Faster asset growth than 51% of similar nonprofits.

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

13%

Faster revenue growth than 65% of similar nonprofits.

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

Balance Sheet

Liabilities / Assets55th percentile

Assets

$8,413

Up $191 (+2.3%) from 2013

Net Assets

$8,413

Up $191 (+2.3%) from 2013

Liabilities

Flat

Flat from 2013

Revenue And Expenses

Liabilities / Revenue55th percentile Net Margin47th percentile

Revenue

$9,979

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

Expenses

Down

$9,788

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

Net Income

$191

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

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

Highlighted filing

2014

Assets$8,413

Liabilities$0

Net Assets$8,413

Open 2014 Filing

Operations Trend

Revenue Growth65th percentile

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

Highlighted filing

2014

Revenue$9,979

Expenses$9,788

Net Income$191

Open 2014 Filing

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

Description	Grants	Expenses
PROVIDED HIGH STANDARDS OF EDUCATIONAL EXCELLENCE FOR THE STUDENTS AT STEFFEN MIDDLE SCHOOL	-	$24,951

Compensation and Service Providers

Top Officer Pay74th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
TRACI CAIN	President	PT	$0	-	-
LEONA KNOBLOCH-NELSON	Vice President	-	$0	-	-
MICKEY FERGUSON	Secretary	-	$0	-	-
BRIDGET GREUEL	Treasurer	-	$0	-	-

Fundraising, Events, and Gaming

Fundraising Events

Event	Gross Receipts	Gross Revenue	Direct Expenses	Net 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
IRS990EZ/ActivitiesNotPreviouslyRptInd	0	false
IRS990EZ/BooksInCareOfDetail/PersonNm	0	BRIDGET GREUEL
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	2622384700
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1	0	8050 W MEQUON RD
IRS990EZ/BooksInCareOfDetail/USAddress/City	0	MEQUON
IRS990EZ/BooksInCareOfDetail/USAddress/State	0	WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode	0	53097
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	8222
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	8413
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	false
IRS990EZ/CostOfGoodsSoldAmt	0	1075
IRS990EZ/DonorAdvisedFndsInd	0	false
IRS990EZ/EngagedInExcessBenefitTransInd	0	false
IRS990EZ/ExcessOrDeficitForYearAmt	0	191
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt	0	320
IRS990EZ/FiledScheduleAInd	0	true
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form1120PolFiledInd	0	false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	8222
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	8413
IRS990EZ/FundraisingGrossIncomeAmt	0	20587
IRS990EZ/GrantsAndSimilarAmountsPaidAmt	0	1965
IRS990EZ/GrossProfitLossSlsOfInvntryAmt	0	55
IRS990EZ/GrossReceiptsAmt	0	25142
IRS990EZ/GrossSalesOfInventoryAmt	0	1130
IRS990EZ/GroupExemptionNum	0	5432
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/LandAndBuildingsGrp/BOYAmt	0	0
IRS990EZ/LandAndBuildingsGrp/EOYAmt	0	0
IRS990EZ/LobbyingActivitiesInd	0	false
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MembershipDuesAmt	0	3236
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	8222
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	8413
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	8222
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	8413
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	5.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	2.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	2.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	3	2.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	TRACI CAIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	LEONA KNOBLOCH-NELSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	MICKEY FERGUSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	BRIDGET GREUEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	TREASURER
IRS990EZ/OperateHospitalInd	0	false
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	false
IRS990EZ/OrganizationHadUBIInd	0	false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt	0	0
IRS990EZ/OtherAssetsTotalDetail/EOYAmt	0	0
IRS990EZ/OtherExpensesTotalAmt	0	7367
IRS990EZ/OtherRevenueTotalAmt	0	189
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	false
IRS990EZ/PrimaryExemptPurposeTxt	0	PROVIDE EDUC OPPORT FOR STEFFEN SCHOOL
IRS990EZ/PrintingPublicationsPostageAmt	0	136
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	PROVIDED HIGH STANDARDS OF EDUCATIONAL EXCELLENCE FOR THE STUDENTS AT STEFFEN MIDDLE SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	24951
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/SchoolOperatingInd	0	false
IRS990EZ/SpecialEventsDirectExpensesAmt	0	14088
IRS990EZ/SpecialEventsNetIncomeLossAmt	0	6499
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt	0	0
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TotalExpensesAmt	0	9788
IRS990EZ/TotalProgramServiceExpensesAmt	0	24951
IRS990EZ/TotalRevenueAmt	0	9979
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	false
IRS990EZ/TypeOfOrganizationCorpInd	0	X
IRS990EZ/WebsiteAddressTxt	0	N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt	0	3236
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt	0	2809
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt	0	4381
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt	0	20855
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt	0	17114
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt	0	48395
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt	0	21906
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt	0	24061
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt	0	28283
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt	0	12523
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt	0	10249
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt	0	97022
IRS990ScheduleA/InvestmentIncomeCYPct	0	0.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind	0	X
IRS990ScheduleA/PublicSupportCY509Pct	0	1.00000
IRS990ScheduleA/PublicSupportPY509Pct	0	1.00000
IRS990ScheduleA/PublicSupportTotal509Amt	0	145417
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind	0	X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt	0	25142
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt	0	26870
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt	0	32664
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt	0	33378
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt	0	27363
IRS990ScheduleA/Total509Grp/TotalAmt	0	145417
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt	0	25142
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt	0	26870
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt	0	32664
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt	0	33378
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt	0	27363
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt	0	145417
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt	0	14088
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt	0	15085
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt	0	1833
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt	0	3669
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt	0	20587
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt	0	15085
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt	0	1833
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt	0	3669
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt	0	20587
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt	0	SPARTAN FUND
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt	0	BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt	0	6499
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt	0	555
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt	0	14088
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt	0	11694
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt	0	1839
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt	0	5
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	DESCRIPTION AMOUNTOTHER INCOME 189
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	ACTIVITY MINI-GRANTS AMOUNT 1,965
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	Description of other expenses Part I line 16
ReturnHeader/BuildTS	0	2015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	BRIDGET GREUEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	2622384700
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2014-09-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	STEFFEN MIDDLE SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt	0	STEF
ReturnHeader/Filer/EIN	0	204843608
ReturnHeader/Filer/USAddress/AddressLine1	0	6633 W STEFFEN DR
ReturnHeader/Filer/USAddress/City	0	MEQUON
ReturnHeader/Filer/USAddress/State	0	WI
ReturnHeader/Filer/USAddress/ZIPCode	0	53092
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	264513576
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1	0	Wasserman & Associates LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1	0	8375 S Howell Ave Ste 202
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City	0	Oak Creek
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State	0	WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode	0	531548344
ReturnHeader/PreparerPersonGrp/PhoneNum	0	4147647020
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2014-09-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Gary Shuff
ReturnHeader/ReturnTs	0	2014-09-30T12:56:22-05:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2013-07-01
ReturnHeader/TaxPeriodEndDt	0	2014-06-30
ReturnHeader/TaxYr	0	2013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed 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 Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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