Civic Intelligence

Participatory Learning and Teaching Organization Inc.

990EZ • Fiscal year 2016 • EIN 26-4388226

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 19, 2017

21 N Park Street 7th FloorMadison, WI 53715

(608) 262-5823

Siviq Scores

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

Liabilities / Assets

87th percentile

0.38x

Higher debt load relative to assets than 87% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

95th percentile

0.81x

Higher debt load relative to revenue than 95% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

68th percentile

12%

Higher net margin than 68% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

81st percentile

37%

Faster asset growth than 81% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

47th percentile

-0.8%

Faster revenue growth than 47% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$291,681

Up $79,018 (+37%) from 2015

Net Assets

Up

$180,632

Up $13,759 (+8.2%) from 2015

Liabilities

Up

$111,049

Up $65,259 (+143%) from 2015

Revenue

Down

$136,824

Down $1,073 (-0.8%) from 2015

Expenses

Down

$119,971

Down $44 (-0.0%) from 2015

Net Income

Down

$16,853

Down $1,029 (-5.8%) from 2015

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2015: $212,663Liabilities 2015: $45,790Net Assets 2015: $166,8732015Assets 2016: $291,681Liabilities 2016: $111,049Net Assets 2016: $180,6322016Assets 2017: $236,516Liabilities 2017: $32,762Net Assets 2017: $203,7542017Assets 2018: $310,450Liabilities 2018: $67,289Net Assets 2018: $243,1612018Assets 2019: $270,715Liabilities 2019: $21,801Net Assets 2019: $248,9142019Assets 2020: $263,507Liabilities 2020: $317Net Assets 2020: $263,1902020Assets 2021: $261,151Net Assets 2021: $261,1512021Assets 2024: $278,525Liabilities 2024: $1,234Net Assets 2024: $277,2912024Assets 2025: $265,669Liabilities 2025: $4,162Net Assets 2025: $261,5072025

Highlighted filing

2016

Assets$291,681
Liabilities$111,049
Net Assets$180,632

Operations Trend

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

$200K$100K$0-$100KRevenue 2015: $137,897Expenses 2015: $120,015Net Income 2015: $17,8822015Revenue 2016: $136,824Expenses 2016: $119,971Net Income 2016: $16,8532016Revenue 2017: $192,501Expenses 2017: $169,382Net Income 2017: $23,1192017Revenue 2018: $174,411Expenses 2018: $169,415Net Income 2018: $4,9962018Revenue 2019: $183,128Expenses 2019: $164,459Net Income 2019: $18,6692019Revenue 2020: $105,934Expenses 2020: $97,742Net Income 2020: $8,1922020Revenue 2021: $10,419Expenses 2021: $49,273Net Income 2021: -$38,8542021Revenue 2024: $73,999Expenses 2024: $91,990Net Income 2024: -$17,9912024Revenue 2025: $77,265Expenses 2025: $119,651Net Income 2025: -$42,3862025

Highlighted filing

2016

Revenue$136,824
Expenses$119,971
Net Income$16,853
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 19, 2017
Return Version
2015v3.0
Gross Receipts
$136,824
Mission and Program Overview

Mission

Senior learning and teaching organization to promote intellectual enrichment

Program Services

DescriptionGrantsExpenses
MEMBER DIRECTED SENIOR LIVING ORGANIZATION. MEMBERS ARE VOLUNTEER TEACHERS AND STUDENT PARTICIPANTS IN COURSES OFFERED TO PROVIDE OPPORTUNITIES FOR INTELLECTUAL AND CULTURAL ENRICHMENT. MEMBERS ALSO ORGANIZE AND PARTICIPATE IN BUS TRIPS TO THE THEATER, MUSEUMS AND CULTURAL EVENTS FOR INTELLECTUAL ENRICHMENT.$17,200$107,099
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SCOTT KOLARPresidentPT$0--
JANET CABOTVice PresidePT$0--
SYBIL BETTERSecretaryPT$0--
TIM OTISTreasurerPT$0--
MICHAEL STEVENSDirector-$0--
KATHY BROWNDirector-$0--
BARB FRIBERGDirector-$0--
MARY DE WOLFDirector-$0--
CARLA DILORIODirector-$0--
MIKE DELORIODirector-$0--
PATRICIA HERRINGDirector-$0--
JOHN KOCHDirector-$0--
ED COTHROLLDirector-$0--
KEVIN GOULDDirector-$0--
Filing and Contact Details

Filer

Filer Name
Participatory Learning and Teaching
EIN
26-4388226
Phone
6082625823
Address
21 N PARK STREET 7TH FLOOR, MADISON, WI 53715

Signing Officer

Name
Scott Kolar
Title
President
Phone
6082625823
Signed
2017-01-19
Discuss with paid preparer
Yes

Preparer

Firm
Kollath & Associates CPA LLC
Address
2501 PARMENTER ST STE 100B, MIDDLETON, WI 53562
Preparer
Michael Kollath
Phone
6088243002
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

University of wisconsin div of continuing studies 21 n park street 13,200 0 7th floor 0 madison, wi 53725

Form 990-ez, Part I, Line 16

Expenses office 1,745 2,940 member annual meeting 7,772 member social events 2,020 outdoor social event 97 450 credit card fees 2,174 hororariums 55 membership expense 624 preview expense 1,080 trip expense 35,176 course media and recordin 2,000 course supplies 44 total 56,177

Form 990-ez, Part I, Line 20

Agora fund applied to expense -3,094

Form 990-ez, Part II, Line 24

Prepaid expenses 4,950 0 accounts receivable 1,389 30,468 prepaid insurance 0 450 prepaid trip expense 0 11,123 prepaid subscriptions 0 810 total 6,339 42,851

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 11,405 7,940 deferred revenue 28,800 101,037 un realized appreciation in securit 5,585 2,072

Form 990-ez, Part III

Senior learning and teaching organization to promote intellectual enrichment

Form 990-ez, Part III, Line 28

Member directed senior living organization. Members are volunteer teachers and student participants in courses offered to provide opportunities for intellectual and cultural enrichment. Members also organize and participate in bus trips to the theater, museums and cultural events for intellectual enrichment.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0UNIVERSITY OF WISCONSIN DIV OF CONTINUING STUDIES 21 N PARK STREET 13,200 0 7TH FLOOR 0 MADISON, WI 53725
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE 1,745 2,940 MEMBER ANNUAL MEETING 7,772 MEMBER SOCIAL EVENTS 2,020 OUTDOOR SOCIAL EVENT 97 450 CREDIT CARD FEES 2,174 HORORARIUMS 55 MEMBERSHIP EXPENSE 624 PREVIEW EXPENSE 1,080 TRIP EXPENSE 35,176 COURSE MEDIA AND RECORDIN 2,000 COURSE SUPPLIES 44 TOTAL 56,177
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AGORA FUND APPLIED TO EXPENSE -3,094
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PREPAID EXPENSES 4,950 0 ACCOUNTS RECEIVABLE 1,389 30,468 PREPAID INSURANCE 0 450 PREPAID TRIP EXPENSE 0 11,123 PREPAID SUBSCRIPTIONS 0 810 TOTAL 6,339 42,851
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACCOUNTS PAYABLE AND ACCRUED EXPENSES 11,405 7,940 DEFERRED REVENUE 28,800 101,037 UN REALIZED APPRECIATION IN SECURIT 5,585 2,072
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SENIOR LEARNING AND TEACHING ORGANIZATION TO PROMOTE INTELLECTUAL ENRICHMENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MEMBER DIRECTED SENIOR LIVING ORGANIZATION. MEMBERS ARE VOLUNTEER TEACHERS AND STUDENT PARTICIPANTS IN COURSES OFFERED TO PROVIDE OPPORTUNITIES FOR INTELLECTUAL AND CULTURAL ENRICHMENT. MEMBERS ALSO ORGANIZE AND PARTICIPATE IN BUS TRIPS TO THE THEATER, MUSEUMS AND CULTURAL EVENTS FOR INTELLECTUAL ENRICHMENT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART III, LINE 28
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