Civic Intelligence

Participatory Learning and Teaching Organization Inc.

990EZ • Fiscal year 2019 • EIN 26-4388226

Jul 01, 2018 to Jun 30, 2019 • Filed on Jan 06, 2020

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

77th percentile

0.08x

Higher debt load relative to assets than 77% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

84th percentile

0.12x

Higher debt load relative to revenue than 84% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

63rd percentile

10%

Higher net margin than 63% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

26th percentile

-13%

Faster asset growth than 26% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

56th percentile

5.0%

Faster revenue growth than 56% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$270,715

Down $39,735 (-13%) from 2018

Net Assets

Up

$248,914

Up $5,753 (+2.4%) from 2018

Liabilities

Down

$21,801

Down $45,488 (-68%) from 2018

Revenue

Up

$183,128

Up $8,717 (+5.0%) from 2018

Expenses

Down

$164,459

Down $4,956 (-2.9%) from 2018

Net Income

Up

$18,669

Up $13,673 (+274%) from 2018

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

2019

Assets$270,715
Liabilities$21,801
Net Assets$248,914

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

2019

Revenue$183,128
Expenses$164,459
Net Income$18,669
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jan 6, 2020
Return Version
2018v3.1
Gross Receipts
$183,128
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.$15,000$146,185
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL STEVENSPresident-$0--
SCOTT KOLARTreasurer-$0--
KATHY BROWNVice Preside-$0--
PATRICIA HERRINGSecretary-$0--
SUZY GRIFFITHSDirector-$0--
MEG TAYLERDirector-$0--
PATRICIA EATONDirector-$0--
SHARON SCRATTISHDirector-$0--
PAUL THOMPSONDirector-$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
Michael Stevens
Title
President
Phone
6082625823
Signed
2020-01-06
Discuss with paid preparer
Yes

Preparer

Firm
Kollath & Associates CPA LLC
Address
421 WATER STSTE 111, PRAIRIE DU SAC, WI 53578
Preparer
Julie Miller
Phone
6086440206
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses office expense 1,298 information technology 3,957 member social events 1,857 outdoor social event 3,631 insurance 1,541 administrative 129 credit card fees 2,209 honorariums 2,005 membership expense 2,388 preview expense 524 trip expense 83,053 course supplies 66 misc expense 52 total 102,710

Form 990-ez, Part I, Line 20

DECREASE IN FMV -12,916

Form 990-ez, Part II, Line 24

Accounts receivable 2,702 1,553 prepaid insurance 267 267 prepaid trip expense 17,989 9,665 other prepaid expense 1,296 0 total 22,254 11,485

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 6,867 1,990 deferred revenue 53,890 13,842 credit cards payable 6,532 3,608 dcs payable 0 2,361

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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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE EXPENSE 1,298 INFORMATION TECHNOLOGY 3,957 MEMBER SOCIAL EVENTS 1,857 OUTDOOR SOCIAL EVENT 3,631 INSURANCE 1,541 ADMINISTRATIVE 129 CREDIT CARD FEES 2,209 HONORARIUMS 2,005 MEMBERSHIP EXPENSE 2,388 PREVIEW EXPENSE 524 TRIP EXPENSE 83,053 COURSE SUPPLIES 66 MISC EXPENSE 52 TOTAL 102,710
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DECREASE IN FMV -12,916
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS RECEIVABLE 2,702 1,553 PREPAID INSURANCE 267 267 PREPAID TRIP EXPENSE 17,989 9,665 OTHER PREPAID EXPENSE 1,296 0 TOTAL 22,254 11,485
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 6,867 1,990 DEFERRED REVENUE 53,890 13,842 CREDIT CARDS PAYABLE 6,532 3,608 DCS PAYABLE 0 2,361
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SENIOR LEARNING AND TEACHING ORGANIZATION TO PROMOTE INTELLECTUAL ENRICHMENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MEMBER 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 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III, LINE 28
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIE MILLER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-01-27T08:07:28-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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