Civic Intelligence

Eagle Bluff Elementary PTO Inc.

990EZ • Fiscal year 2014 • EIN 26-4380783

Nov 01, 2013 to Oct 31, 2014 • Filed on Mar 11, 2015

200 Eagle Bluff Court54650

(608) 783-2453

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 2014

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2014

Net Margin

84th percentile

30%

Higher net margin than 84% of similar nonprofits.

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

Top Officer Pay

74th percentile

$0

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

Asset Growth

52nd percentile

3.2%

Faster asset growth than 52% of similar nonprofits.

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

Revenue Growth

30th percentile

-12%

Faster revenue growth than 30% of similar nonprofits.

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

Assets

Up

$31,335

Up $981 (+3.2%) from 2013

Net Assets

Up

$31,335

Up $981 (+3.2%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$19,103

Down $2,690 (-12%) from 2013

Expenses

Up

$13,354

Up $1,286 (+11%) from 2013

Net Income

Down

$5,749

Down $3,976 (-41%) from 2013

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2013: $30,354Net Assets 2013: $30,3542013Assets 2014: $31,335Net Assets 2014: $31,3352014Assets 2015: $36,060Net Assets 2015: $36,0602015Assets 2016: $44,511Net Assets 2016: $44,5112016Assets 2017: $51,831Net Assets 2017: $51,8312017Assets 2019: $47,064Net Assets 2019: $47,0642019Assets 2020: $31,550Net Assets 2020: $31,5502020Assets 2021: $34,075Net Assets 2021: $34,0752021Assets 2022: $40,250Net Assets 2022: $40,2502022Assets 2023: $64,968Net Assets 2023: $64,9682023Assets 2024: $51,627Net Assets 2024: $51,6272024Assets 2025: $48,108Net Assets 2025: $48,1082025

Highlighted filing

2014

Assets$31,335
Liabilities-
Net Assets$31,335

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2013: $21,793Expenses 2013: $12,068Net Income 2013: $9,7252013Revenue 2014: $19,103Expenses 2014: $13,354Net Income 2014: $5,7492014Revenue 2015: $14,020Expenses 2015: $9,295Net Income 2015: $4,7252015Revenue 2016: $19,596Expenses 2016: $11,145Net Income 2016: $8,4512016Revenue 2017: $27,227Expenses 2017: $19,907Net Income 2017: $7,3202017Revenue 2019: $23,381Expenses 2019: $14,800Net Income 2019: $8,5812019Revenue 2020: -$6,015Expenses 2020: $9,499Net Income 2020: -$15,5142020Revenue 2021: $10,149Expenses 2021: $7,624Net Income 2021: $2,5252021Revenue 2022: $16,498Expenses 2022: $10,323Net Income 2022: $6,1752022Revenue 2023: $41,121Expenses 2023: $16,403Net Income 2023: $24,7182023Revenue 2024: $19,940Expenses 2024: $33,281Net Income 2024: -$13,3412024Revenue 2025: $19,126Expenses 2025: $22,645Net Income 2025: -$3,5192025

Highlighted filing

2014

Revenue$19,103
Expenses$13,354
Net Income$5,749
Jump To
Filing Snapshot
Filing Period
Nov 1, 2013 to Oct 31, 2014
Signed
Mar 11, 2015
Return Version
2013v4.0
Gross Receipts
$33,783
Mission and Program Overview

Mission

To raise money for eagle bluff elementary school activities, events, and functions.

To raise money for eagle bluff elementary school activities, events and functions

Program Services

DescriptionGrantsExpenses
FIELD TRIPS FOR STUDENTS$6,529-
SPONSORED EVENTS FOR STUDENTS$3,602-
PURCHASED SUPPLIES AND ADDITIONAL ITEMS REQUESTED FOR EAGLE BLUFF ELEMENTARY SCHOOL$3,223-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BROOKE HOFFPresident-$0--
KRISTINE EDWARDSVice President-$0--
STEPHANIE KRUEGERSecretary-$0--
SHARI WERWINSKITreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$10,564$10,564$7,994$2,570
Event 2$7,660$7,660$392$7,268
Total Events$25,273$25,273$11,204$14,069
Filing and Contact Details

Filer

EIN
26-4380783
Phone
6087832453

Signing Officer

Name
Shari Werwinski
Title
Treasurer
Signed
2015-03-11
Discuss with paid preparer
Yes

Preparer

Preparer
Gregory S Marso
Phone
6087818712
Supplemental Narrative

Additional Explanations

Other Expenses.1002

Office Expenses $82

Other Expenses.1

5TH GRADE TRIP $6355

Other Expenses.2

SPONSORED EVENTS $3157

Other Expenses.3

UNIT STIPENDS $1400

Other Expenses.4

SUPPLIES FOR SCHOOL $713

Other Expenses.5

Back to school lunch $446

Other Expenses.6

STUDIO KIDS $207

Other Expenses.7

4TH GRADE TRIP $174

Other Expenses.8

LICENSE & PERMITS $35

Other Expenses.9

BANK CHARGES $30

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.

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IRS990EZ/BooksInCareOfDetail/PhoneNum06087832453
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IRS990EZ/BooksInCareOfDetail/USAddress/City0ONALASKA
IRS990EZ/BooksInCareOfDetail/USAddress/State0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode054650
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SHARI WERWINSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-4768
IRS990EZ/OtherExpensesTotalAmt012599
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO RAISE MONEY FOR EAGLE BLUFF ELEMENTARY SCHOOL ACTIVITIES, EVENTS AND FUNCTIONS
IRS990EZ/PrintingPublicationsPostageAmt025
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt014680
IRS990EZ/SpecialEventsNetIncomeLossAmt017317
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt013354
IRS990EZ/TotalProgramServiceExpensesAmt013354
IRS990EZ/TotalRevenueAmt019103
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01319
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01365
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt05852
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt04310
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt013495
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt04310
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt013495
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IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0ART TO REMEMBER
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt080's DANCE
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt014069
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0392
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $82
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15TH GRADE TRIP $6355
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SPONSORED EVENTS $3157
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UNIT STIPENDS $1400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SUPPLIES FOR SCHOOL $713
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BACK TO SCHOOL LUNCH $446
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6STUDIO KIDS $207
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt74TH GRADE TRIP $174
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8LICENSE & PERMITS $35
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9BANK CHARGES $30
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.9
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHARI WERWINSKI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-03-11
ReturnHeader/Filer/BusinessName/BusinessNameLine10EAGLE BLUFF ELEMENTARY PTO INC
ReturnHeader/Filer/BusinessNameControlTxt0EAGL
ReturnHeader/Filer/EIN0264380783
ReturnHeader/Filer/PhoneNum06087832453
ReturnHeader/Filer/USAddress/AddressLine10200 EAGLE BLUFF COURT
ReturnHeader/Filer/USAddress/City0ONALASKA
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode054650
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10JRM & ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine102700 NATIONAL DR STE 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0ONALASKA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0546506709
ReturnHeader/PreparerPersonGrp/PhoneNum06087818712
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gregory S Marso
ReturnHeader/ReturnTs02015-03-11T10:48:48-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-11-01
ReturnHeader/TaxPeriodEndDt02014-10-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings