Civic Intelligence

School District of West Allis-West Milwaukee Education Foundation Inc

990EZ • Fiscal year 2017 • EIN 20-8209763

Jul 01, 2016 to Jun 30, 2017 • Filed on Jan 09, 2018

1205 S 70th StreetWest Allis, WI 53214

(414) 604-4927

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

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

Liabilities / Revenue

56th percentile

0.00x

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

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

Net Margin

4th percentile

-142%

Higher net margin than 4% of similar nonprofits.

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

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.

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

Asset Growth

20th percentile

-21%

Faster asset growth than 20% of similar nonprofits.

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

Revenue Growth

7th percentile

-61%

Faster revenue growth than 7% of similar nonprofits.

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

Assets

Down

$110,876

Down $29,145 (-21%) from 2016

Net Assets

Down

$110,876

Down $29,145 (-21%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$20,797

Down $32,599 (-61%) from 2016

Expenses

Down

$50,254

Down $15,110 (-23%) from 2016

Net Income

Down

-$29,457

Down $17,489 (-146%) from 2016

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2011: $64,993Liabilities 2011: $0Net Assets 2011: $64,9932011Assets 2012: $83,460Liabilities 2012: $02012Assets 2013: $100,558Liabilities 2013: $0Net Assets 2013: $100,5582013Assets 2014: $139,025Liabilities 2014: $02014Assets 2015: $151,989Liabilities 2015: $0Net Assets 2015: $151,9892015Assets 2016: $140,021Liabilities 2016: $0Net Assets 2016: $140,0212016Assets 2017: $110,876Liabilities 2017: $0Net Assets 2017: $110,8762017Assets 2018: $126,203Liabilities 2018: $0Net Assets 2018: $126,2032018Assets 2019: $111,440Liabilities 2019: $0Net Assets 2019: $111,4402019Assets 2020: $97,906Liabilities 2020: $0Net Assets 2020: $97,9062020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2017

Assets$110,876
Liabilities$0
Net Assets$110,876

Operations Trend

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

$200K$100K$0-$100KRevenue 2011: $33,422Expenses 2011: $30,461Net Income 2011: $2,9612011Revenue 2012: $57,577Expenses 2012: $39,110Net Income 2012: $18,4672012Revenue 2013: $63,819Expenses 2013: $46,721Net Income 2013: $17,0982013Revenue 2014: $72,483Expenses 2014: $34,016Net Income 2014: $38,4672014Revenue 2015: $47,887Expenses 2015: $34,923Net Income 2015: $12,9642015Revenue 2016: $53,396Expenses 2016: $65,364Net Income 2016: -$11,9682016Revenue 2017: $20,797Expenses 2017: $50,254Net Income 2017: -$29,4572017Revenue 2018: $20,404Expenses 2018: $5,376Net Income 2018: $15,0282018Revenue 2019: $9,577Expenses 2019: $24,406Net Income 2019: -$14,8292019Revenue 2020: $6,596Expenses 2020: $20,047Net Income 2020: -$13,4512020Revenue 2021: $6,963Expenses 2021: $104,869Net Income 2021: -$97,9062021

Highlighted filing

2017

Revenue$20,797
Expenses$50,254
Net Income-$29,457
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jan 9, 2018
Return Version
2016v3.0
Gross Receipts
$46,507
Mission and Program Overview

Mission

To work in partnership with the community to enrich educational opportunities beyond the support of public revenues.

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION AWARDED NUMEROUS GRANTS TO SUPPORT INNOVATIVE CLASSROOM PROJECTS, FIELD TRIPS, AND STUDENT ENRICHMENT ACTIVITIES.$48,899$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVE AFFELDTPresident-$0--
DANIEL BAILEYVice President-$0--
CAROLE SIEGELSecretary-$0--
TIMOTHY KLARETreasurer-$0--
CITLALI MEDIETA-RAMOSDirector-$0--
TERRY SCHUBERTDirector-$0--
LOU ANN KOVALDirector-$0--
JASMIN LEDESMADirector-$0--
MARTY LEXMONDSuperintendent-$0--
BETH KOELERChief Advancement Officer-$0--
Filing and Contact Details

Filer

Filer Name
School District of West Allis-west Milw
EIN
20-8209763
Phone
4146044927
Address
1205 S 70TH STREET, WEST ALLIS, WI 53214

Signing Officer

Name
Beth Koehler
Title
Chief Advancement Officer
Phone
4146044927
Signed
2018-01-09
Discuss with paid preparer
Yes

Preparer

Firm
Reilly Penner & Benton Llp
Address
1233 NORTH MAYFAIR ROAD SUITE 302, MILWAUKEE, WI 53226-3255
Preparer
Brad M Voght
Phone
4142717800
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income . Amount: 42. Description: dividend income . Amount: 931. Total included on form 990-ez, line 4: 973.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: education - communication devices, scholarships, supplies, trips. Grantee name: school district of west allis - west milwaukee. Grantee address: 9333 w. Lincoln avenue west allis, wi 53227. Amount given: 48,899.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: recreation - fitness, champion for a child. Grantee name: west allis - west milwaukee recreation department. Grantee address: 1205 s. 70th street west allis, wi 53214. Amount given: 235. Total included on form 990-ez, line 10: 49,134.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: miscellaneous . Amount: 20. Description: books . Amount: 300. Total to form 990-ez, line 16: 320.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: unrealized gain/loss on investments. Amount: 187. Description: prior period adjustment. Amount: 125. Total to form 990-ez, line 20: 312.

Form 990-ez, Part II, Line 24 - Other Assets

Description: prepaid expenses . Beg. Of year amount: 500. End of year amount: 500.

Raw XML Appendix219 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/PhoneNum04146044927
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WEST ALLIS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STEVE AFFELDT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TIMOTHY KLARE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8SUPERINTENDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9CHIEF ADVANCEMENT OFFICER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
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IRS990EZ/OtherAssetsTotalDetail/EOYAmt0500
IRS990EZ/OtherChangesInNetAssetsAmt0312
IRS990EZ/OtherExpensesTotalAmt0320
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO WORK IN PARTNERSHIP WITH THE COMMUNITY TO ENRICH EDUCATIONAL OPPORTUNITIES BEYOND THE SUPPORT OF PUBLIC REVENUES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION AWARDED NUMEROUS GRANTS TO SUPPORT INNOVATIVE CLASSROOM PROJECTS, FIELD TRIPS, AND STUDENT ENRICHMENT ACTIVITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt048899
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SaleOfAssetsGrossAmt027369
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IRS990EZ/SpecialEventsNetIncomeLossAmt0401
IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.WAWM.K12.WI.US
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt017054
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt051636
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt045214
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt067403
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt059877
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0241184
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt03342
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt040
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME . AMOUNT: 42. DESCRIPTION: DIVIDEND INCOME . AMOUNT: 931. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 973.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: EDUCATION - COMMUNICATION DEVICES, SCHOLARSHIPS, SUPPLIES, TRIPS. GRANTEE NAME: SCHOOL DISTRICT OF WEST ALLIS - WEST MILWAUKEE. GRANTEE ADDRESS: 9333 W. LINCOLN AVENUE WEST ALLIS, WI 53227. AMOUNT GIVEN: 48,899.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: RECREATION - FITNESS, CHAMPION FOR A CHILD. GRANTEE NAME: WEST ALLIS - WEST MILWAUKEE RECREATION DEPARTMENT. GRANTEE ADDRESS: 1205 S. 70TH STREET WEST ALLIS, WI 53214. AMOUNT GIVEN: 235. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 49,134.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: MISCELLANEOUS . AMOUNT: 20. DESCRIPTION: BOOKS . AMOUNT: 300. TOTAL TO FORM 990-EZ, LINE 16: 320.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: UNREALIZED GAIN/LOSS ON INVESTMENTS. AMOUNT: 187. DESCRIPTION: PRIOR PERIOD ADJUSTMENT. AMOUNT: 125. TOTAL TO FORM 990-EZ, LINE 20: 312.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION: PREPAID EXPENSES . BEG. OF YEAR AMOUNT: 500. END OF YEAR AMOUNT: 500.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BETH KOEHLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHIEF ADVANCEMENT OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum04146044927
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SCHOOL DISTRICT OF WEST ALLIS-WEST MILW
ReturnHeader/Filer/BusinessNameControlTxt0SCHO
ReturnHeader/Filer/EIN0208209763
ReturnHeader/Filer/PhoneNum04146044927
ReturnHeader/Filer/USAddress/AddressLine1Txt01205 S 70TH STREET
ReturnHeader/Filer/USAddress/CityNm0WEST ALLIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053214
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId09A63AFFA09F1E0CC17EC8B2A421F7A73478D4E05
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09A63AFFA09F1E0CC17EC8B2A421F7A73478D4E05
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0107.133.53.121
ReturnHeader/FilingSecurityInformation/IPDt02018-01-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm009:08:21
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390747409
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0REILLY PENNER & BENTON LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01233 NORTH MAYFAIR ROAD SUITE 302
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MILWAUKEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0532263255
ReturnHeader/PreparerPersonGrp/PhoneNum04142717800
ReturnHeader/PreparerPersonGrp/PreparationDt02018-01-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRAD M VOGHT
ReturnHeader/ReturnTs02018-01-24T11:56:21-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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