Raymond School PTO Inc.

990EZ • Fiscal year 2017 • EIN 20-5404878

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 10, 2017

Organization Profile WWW.FACEBOOK.COM/RAYMONDPTO

2659 S 76th StFranksville, WI 53126

(414) 840-4695

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

-23%

Higher net margin than 14% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

-14%

Faster asset growth than 25% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

15%

Faster revenue growth than 68% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet

Liabilities / Assets56th percentile

Assets

Down

$61,026

Down $10,193 (-14%) from 2016

Net Assets

Down

$61,026

Down $10,193 (-14%) from 2016

Liabilities

Flat

Flat from 2016

Revenue And Expenses

Liabilities / Revenue56th percentile Net Margin14th percentile

Revenue

$44,896

Up $5,763 (+15%) from 2016

Expenses

$55,089

Up $33,392 (+154%) from 2016

Net Income

Down

-$10,193

Down $27,629 (-158%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

Highlighted filing

2017

Assets$61,026

Liabilities$0

Net Assets$61,026

Open 2017 Filing

Operations Trend

Revenue Growth68th percentile

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

Highlighted filing

2017

Revenue$44,896

Expenses$55,089

Net Income-$10,193

Open 2017 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2016 to Jun 30, 2017
Signed: Nov 10, 2017
Return Version: 2016v3.0
Gross Receipts: $57,463

Mission and Program Overview

Mission

SEE SCHEDULE O

Program Services

Description	Grants	Expenses
PROVIDE EDUCATIONAL PROGRAMS MATERIALS AND PRODUCTS TO ENHANCE TEACHING METHODS AND RESULTS IN RAYMOND ELEMENTARY SCHOOL AND PROVIDE GRADUATION EVENT FOR 8TH GR ADVANCING STUDENT	-	$49,048
DINNERRAFFLEAUCTION FOR RAISING OF FUNDS FOR PROVIDING FUNDS FOR RAYMOND SCHOOL	-	$11,480
CLASS GIFT AND GRADUATION	-	$1,895

Compensation and Service Providers

Top Officer Pay76th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
DIANE HORSTMAN	Treasurer	-	$0	-	-
CORY MATUSZEK	Vice President	-	$0	-	-
STACY SHOEMAKER	President	-	$0	-	-
REBECCA KRON	Secretary	-	$0	-	-

Fundraising, Events, and Gaming

Fundraising Events

Event	Gross Receipts	Gross Revenue	Direct Expenses	Net Income
Annual Dinne	$39,544	$39,544	-	$39,544
Bake Sales	$3,385	$3,385	-	$3,385
Total Events	$42,929	$42,929	$10,157	$32,772

Filing and Contact Details

Filer

Filer Name: Raymond School Pto Inc
EIN: 20-5404878
Address: 2659 S 76TH ST, Franksville, WI 53126

Signing Officer

Name: Diane Horstman
Title: Treasurer
Phone: 2628352929
Signed: 2017-11-10
Discuss with paid preparer: Yes

Preparer

Firm: Steponkus Tax Service
Address: 114 W Fulton St, Edgerton, WI 53534
Preparer: Barbara Steponkus
Phone: 6088846436

Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountCLASS GIFT TO SCHOOL 600EDUCATIONAL ITEMS 49,048GRADUATION 1,295LICENSES AND PERMITS 35BANQUET 3,856DONATION 155”

Other program services Part III line 31

“Form 990 ez part iii organizations primary exempt purposeraymond pto is organized to encourage cooperation between parents and teachers in providing the best possible education for raymond school children by promoting parents interest in, and their understanding of, educational programs, methods and materials used to teach their children, promote friendly relations between parents and school staff and providing opportunities for parents and teachers to work together in pto activities. It is also organized to provide funds, through fund raising projects, to provide equipment and supplies for school activities and educational means of raymond school.”

Raw XML Appendix176 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/BooksInCareOfDetail/PhoneNum	0	4148404695
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt	0	549 51ST ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm	0	Caledonia
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd	0	WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd	0	53108
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	71219
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	61026
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IRS990EZ/ContributionsGiftsGrantsEtcAmt	0	1539
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IRS990EZ/FiledScheduleAInd	0	true
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IRS990EZ/LandAndBuildingsGrp/BOYAmt	0	0
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IRS990EZ/LobbyingActivitiesInd	0	false
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	71219
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	61026
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	1	0
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	DIANE HORSTMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	CORY MATUSZEK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	STACY SHOEMAKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	REBECCA KRON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	SECRETARY
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	54989
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	false
IRS990EZ/PrimaryExemptPurposeTxt	0	SEE SCHEDULE O
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	PROVIDE EDUCATIONAL PROGRAMS MATERIALS AND PRODUCTS TO ENHANCE TEACHING METHODS AND RESULTS IN RAYMOND ELEMENTARY SCHOOL AND PROVIDE GRADUATION EVENT FOR 8TH GR ADVANCING STUDENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	1	CLASS GIFT AND GRADUATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	2	DINNERRAFFLEAUCTION FOR RAISING OF FUNDS FOR PROVIDING FUNDS FOR RAYMOND SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	49048
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	1	1895
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	2	11480
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SchoolOperatingInd	0	false
IRS990EZ/SpecialEventsDirectExpensesAmt	0	12567
IRS990EZ/SpecialEventsNetIncomeLossAmt	0	43357
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt	0	0
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TotalExpensesAmt	0	55089
IRS990EZ/TotalProgramServiceExpensesAmt	0	62423
IRS990EZ/TotalRevenueAmt	0	44896
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	false
IRS990EZ/WebsiteAddressTxt	0	WWW.FACEBOOK.COM/RAYMONDPTO
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt	0	1539
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt	0	599
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt	0	2439
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt	0	2140
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt	0	945
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt	0	7662
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt	0	55924
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt	0	51971
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt	0	56973
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt	0	49145
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt	0	48791
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt	0	262804
IRS990ScheduleA/InvestmentIncomeCYPct	0	0.00000
IRS990ScheduleA/InvestmentIncomePYPct	0	0.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind	0	X
IRS990ScheduleA/PublicSupportCY509Pct	0	1.00000
IRS990ScheduleA/PublicSupportPY509Pct	0	1.00000
IRS990ScheduleA/PublicSupportTotal509Amt	0	270466
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind	0	X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt	0	57463
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt	0	52570
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt	0	59412
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt	0	51285
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt	0	49736
IRS990ScheduleA/Total509Grp/TotalAmt	0	270466
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt	0	57463
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt	0	52570
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt	0	59412
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt	0	51285
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt	0	49736
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt	0	270466
IRS990ScheduleG/AgrmtProfFundraisingActyInd	0	false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt	0	10157
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm	0	ANNUAL DINNE
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm	0	BAKE SALES
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt	0	10157
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt	0	10157
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt	0	39544
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt	0	3385
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt	0	39544
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt	0	3385
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt	0	42929
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt	0	32772
IRS990ScheduleG/LicensedStatesCd	0	WI
IRS990ScheduleG/SpecialFundraisingEventsInd	0	X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	Description AmountCLASS GIFT TO SCHOOL 600EDUCATIONAL ITEMS 49,048GRADUATION 1,295LICENSES AND PERMITS 35BANQUET 3,856DONATION 155
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	FORM 990 EZ PART III ORGANIZATIONS PRIMARY EXEMPT PURPOSERAYMOND PTO IS ORGANIZED TO ENCOURAGE COOPERATION BETWEEN PARENTS AND TEACHERS IN PROVIDING THE BEST POSSIBLE EDUCATION FOR RAYMOND SCHOOL CHILDREN BY PROMOTING PARENTS INTEREST IN, AND THEIR UNDERSTANDING OF, EDUCATIONAL PROGRAMS, METHODS AND MATERIALS USED TO TEACH THEIR CHILDREN, PROMOTE FRIENDLY RELATIONS BETWEEN PARENTS AND SCHOOL STAFF AND PROVIDING OPPORTUNITIES FOR PARENTS AND TEACHERS TO WORK TOGETHER IN PTO ACTIVITIES. IT IS ALSO ORGANIZED TO PROVIDE FUNDS, THROUGH FUND RAISING PROJECTS, TO PROVIDE EQUIPMENT AND SUPPLIES FOR SCHOOL ACTIVITIES AND EDUCATIONAL MEANS OF RAYMOND SCHOOL.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	Other program services Part III line 31
ReturnHeader/BuildTS	0	2017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	DIANE HORSTMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	2628352929
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2017-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	RAYMOND SCHOOL PTO INC
ReturnHeader/Filer/BusinessNameControlTxt	0	RAYM
ReturnHeader/Filer/EIN	0	205404878
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	2659 S 76TH ST
ReturnHeader/Filer/USAddress/CityNm	0	Franksville
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	WI
ReturnHeader/Filer/USAddress/ZIPCd	0	53126
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	6B9F5440E2201CF3C81AE37159DB94E5E7D3E613
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ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId	0	3902312017319avre2sg
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt	0	2017-11-15
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	66.188.137.42
ReturnHeader/FilingSecurityInformation/IPDt	0	2017-11-15
ReturnHeader/FilingSecurityInformation/IPTm	0	10:39:28
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	391684150
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Steponkus Tax Service
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	114 W Fulton St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Edgerton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	53534
ReturnHeader/PreparerPersonGrp/PhoneNum	0	6088846436
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2017-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Barbara Steponkus
ReturnHeader/PreparerPersonGrp/SelfEmployedInd	0	X
ReturnHeader/ReturnTs	0	2017-11-15T10:35:42-05:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2016-07-01
ReturnHeader/TaxPeriodEndDt	0	2017-06-30
ReturnHeader/TaxYr	0	2016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $61,026
Liabilities: $0
Net assets: $61,026
Revenue: $44,896
Expenses: $55,089
Net income: -$10,193

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$45.5		$45.5	$46.9	$27.3	$19.6
2023Summary only. Only limited summary data is available for this year.	$25.9	$0.00		$59.2	$89.5	$30.4
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$56.3	$0.00	$56.3	$14.5	$19.7	$5.22
2021Detailed filing. Detailed filing data is available for this year.	$61.5	$0.00	$61.5	$2.85	$20.1	$17.2
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$78.8	$0.00	$78.8	$36.3	$8.82	$27.4
2019Detailed filing. Detailed filing data is available for this year.	$51.3	$0.00	$51.3	$55.3	$55.2	$0.13
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$51.2	$0.00	$51.2	$44.8	$54.6	$9.82
2017Detailed filing. Detailed filing data is available for this year.	$61.0	$0.00	$61.0	$44.9	$55.1	$10.2
2016Detailed filing. Detailed filing data is available for this year.	$71.2	$0.00	$71.2	$39.1	$21.7	$17.4
2015Detailed filing. Detailed filing data is available for this year.	$53.8		$53.8	$42.9	$38.9	$4.09
2014Detailed filing. Detailed filing data is available for this year.	$49.7		$49.7	$37.8	$42.4	$4.62
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.	$54.3		$54.3	$32.8	$15.2	$17.7
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.	$36.7		$36.7	$29.4	$39.8	$10.4