Civic Intelligence

Participatory Learning and Teaching Organization Inc.

990EZ • Fiscal year 2020 • EIN 26-4388226

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 02, 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

57th percentile

0.00x

Higher debt load relative to assets than 57% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

58th percentile

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

54th percentile

7.7%

Higher net margin than 54% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

37th percentile

-2.7%

Faster asset growth than 37% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

27th percentile

-42%

Faster revenue growth than 27% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$263,507

Down $7,208 (-2.7%) from 2019

Net Assets

Up

$263,190

Up $14,276 (+5.7%) from 2019

Liabilities

Down

$317

Down $21,484 (-99%) from 2019

Revenue

Down

$105,934

Down $77,194 (-42%) from 2019

Expenses

Down

$97,742

Down $66,717 (-41%) from 2019

Net Income

Down

$8,192

Down $10,477 (-56%) from 2019

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

2020

Assets$263,507
Liabilities$317
Net Assets$263,190

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

2020

Revenue$105,934
Expenses$97,742
Net Income$8,192
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 2, 2020
Return Version
2019v5.0
Gross Receipts
$105,934
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.$10,000$80,937
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHY BROWNPresident-$0--
SCOTT KOLARTreasurer-$0--
ROD MCKENZIEVice Preside-$0--
PATRICIA HERRINGSecretary-$0--
BILL EISINGERDirector-$0--
MEG TAYLERDirector-$0--
ALAN CAPELLEDirector-$0--
SHARON SCRATTISHDirector-$0--
JATINDA CHEEMADirector-$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
Treasurer
Phone
6082625823
Signed
2020-11-02
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses board expense 3,112 bank charges 8 information technology 646 member social events 100 outdoor social event 15 insurance 742 credit card fees 1,504 honorariums 2,040 trip expense 25,988 program initiatives 1,847 total 36,002

Form 990-ez, Part I, Line 20

Unrealized gain (loss) 6,085

Form 990-ez, Part II, Line 24

Accounts receivable 1,553 155 prepaid expenses and deferred charges 0 1,440 prepaid insurance 267 0 prepaid trip expense 9,665 0 other prepaid expense 0 0 total 11,485 1,595

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 1,991 199 deferred revenue 13,842 0 credit cards payable 3,608 54 dcs payable 2,361 64

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 BOARD EXPENSE 3,112 BANK CHARGES 8 INFORMATION TECHNOLOGY 646 MEMBER SOCIAL EVENTS 100 OUTDOOR SOCIAL EVENT 15 INSURANCE 742 CREDIT CARD FEES 1,504 HONORARIUMS 2,040 TRIP EXPENSE 25,988 PROGRAM INITIATIVES 1,847 TOTAL 36,002
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNREALIZED GAIN (LOSS) 6,085
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS RECEIVABLE 1,553 155 PREPAID EXPENSES AND DEFERRED CHARGES 0 1,440 PREPAID INSURANCE 267 0 PREPAID TRIP EXPENSE 9,665 0 OTHER PREPAID EXPENSE 0 0 TOTAL 11,485 1,595
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 1,991 199 DEFERRED REVENUE 13,842 0 CREDIT CARDS PAYABLE 3,608 54 DCS PAYABLE 2,361 64
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/ReturnTs02020-11-03T09:21:45-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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