Civic Intelligence

Waukesha STEM Academy Inc

EIN 27-2872815 • 501(c)3 • Waukesha, WI

Profile

Operation of a charter school in waukesha serving students in grades k-8

130 Walton AveWaukesha, WI 53186

waukeshastemacademy.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2022

Net Margin

91st percentile

56%

Higher net margin than 91% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

83rd percentile

37%

Faster asset growth than 83% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

91st percentile

102%

Faster revenue growth than 91% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$46,428

Up $12,536 (+37%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$46,428

Up $12,536 (+37%) from 2021

Operations
Liabilities / RevenueScore unavailableNet Margin91st percentile

Revenue

Up

$22,279

Up $11,269 (+102%) from 2021

Expenses

Up

$9,743

Up $4,359 (+81%) from 2021

Net Income

Up

$12,536

Up $6,910 (+123%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth83rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0Assets 2011: $31,856Liabilities 2011: $0Net Assets 2011: $31,8562011Assets 2012: $48,110Liabilities 2012: $0Net Assets 2012: $48,1102012Assets 2013: $72,591Net Assets 2013: $72,5912013Assets 2014: $86,075Net Assets 2014: $86,0752014Assets 2015: $59,342Net Assets 2015: $59,3422015Assets 2016: $47,000Net Assets 2016: $47,0002016Assets 2018: $51,489Net Assets 2018: $51,4892018Assets 2019: $40,941Net Assets 2019: $40,9412019Assets 2020: $28,266Net Assets 2020: $28,2662020Assets 2021: $33,892Net Assets 2021: $33,8922021Assets 2022: $46,428Net Assets 2022: $46,4282022

Highlighted filing

2022

Assets$46,428
Liabilities-
Net Assets$46,428
Open 2022 Filing

Operations Trend

Revenue Growth91st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2011: $71,852Expenses 2011: $39,996Net Income 2011: $31,8562011Revenue 2012: $39,139Expenses 2012: $22,885Net Income 2012: $16,2542012Revenue 2013: $47,978Expenses 2013: $23,497Net Income 2013: $24,4812013Revenue 2014: $45,088Expenses 2014: $31,604Net Income 2014: $13,4842014Revenue 2015: $20,908Expenses 2015: $47,641Net Income 2015: -$26,7332015Revenue 2016: $27,607Expenses 2016: $39,949Net Income 2016: -$12,3422016Revenue 2018: $100,951Expenses 2018: $99,333Net Income 2018: $1,6182018Revenue 2019: $24,332Expenses 2019: $34,880Net Income 2019: -$10,5482019Revenue 2020: $5,419Expenses 2020: $18,094Net Income 2020: -$12,6752020Revenue 2021: $11,010Expenses 2021: $5,384Net Income 2021: $5,6262021Revenue 2022: $22,279Expenses 2022: $9,743Net Income 2022: $12,5362022

Highlighted filing

2022

Revenue$22,279
Expenses$9,743
Net Income$12,536
Open 2022 Filing

Filings

Most recent year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$46,428
Liabilities
-
Net assets
$46,428
Revenue
$22,279
Expenses
$9,743
Net income
$12,536
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.46$0.46$0.22$0.10$0.13
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.34$0.34$0.11$0.05$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.28$0.28$0.05$0.18$0.13
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.41$0.41$0.24$0.35$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.51$0.51$1.01$0.99$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.47$0.47$0.28$0.40$0.12
2015Detailed filing. Detailed filing data is available for this year.$0.59$0.59$0.21$0.48$0.27
2014Detailed filing. Detailed filing data is available for this year.$0.86$0.86$0.45$0.32$0.13
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.73$0.73$0.48$0.23$0.24
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.48$0.00$0.48$0.39$0.23$0.16
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.32$0.00$0.32$0.72$0.40$0.32
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Apr 30, 2023
Return Version
2021v4.1
Gross Receipts
$63,688
Mission and Program Overview

Mission

Operation of a charter school in waukesha serving students in grades k-8

Operation of a charter school serving approximately 780 students in grades K-8

Program Services

DescriptionGrantsExpenses
provide Science, Technology, Engineering and Math STEM curriculum to students in Waukesha County--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jeff ZieglerPresident-$0--
Monica PazSecretary-$0--
Joseph HollingsworthDirector-$0--
Katy KlessigTreasurer-$0--
Leah HarnackDirector-$0--
Terri CataniaDirector-$0--
Chris ShayDirector-$0--
Erin ScharfDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Scrip$34,005$34,005$37,904$-3,899
Calendar Fund Raiser$8,665$8,665-$8,665
Total Events$42,670$42,670$37,904$4,766
Filing and Contact Details

Filer

Filer Name
Waukesha STEM Academy Inc
EIN
27-2872815
Phone
2622262233
Address
130 Walton Ave, Waukesha, WI 53186

Signing Officer

Name
Jeff Ziegler
Title
Director
Signed
2023-04-30
Discuss with paid preparer
Yes

Preparer

Firm
EHO Management Solutions Inc
Address
861 Summer Creek Road, Oconomowoc, WI 53066
Preparer
Heidi Orsted
Phone
2629931107
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $308”

Other Expenses.1003

“Information Technology $860”

Other Expenses.1007

“Conferences, Conventions, and Meetings $342”

Other Expenses.1

“Direct Expenses-Social Events $7058”

Other Expenses.2

“$475”

Raw XML Appendix174 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Jeff Ziegler
IRS990EZ/BooksInCareOfDetail/PhoneNum02622262233
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0130 Walton Ave
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Waukesha
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053186
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt033892
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt046428
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt07696
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt012536
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0700
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt033892
IRS990EZ/Form990TotalAssetsGrp/EOYAmt046428
IRS990EZ/FundraisingGrossIncomeAmt045020
IRS990EZ/GrossReceiptsAmt063688
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt033892
IRS990EZ/NetAssetsOrFundBalancesEOYAmt046428
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt033892
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt046428
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jeff Ziegler
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Monica Paz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Joseph Hollingsworth
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Katy Klessig
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Leah Harnack
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Terri Catania
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Chris Shay
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Erin Scharf
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt09043
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Operation of a charter school serving approximately 780 students in grades K-8
IRS990EZ/ProgramServiceRevenueAmt010972
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0provide Science, Technology, Engineering and Math STEM curriculum to students in Waukesha County
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0true
IRS990EZ/SpecialEventsDirectExpensesAmt041409
IRS990EZ/SpecialEventsNetIncomeLossAmt03611
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt09743
IRS990EZ/TotalRevenueAmt022279
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0true
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0The school is funded through the Waukesha School District
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule E, Line 4 - Explanation of Records and Materials Not Maintained
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule E, Line 5 - Explanation of Organization Discrimination by Race
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc3Schedule E, Line 6 - Explanation of Aid or Assistance from Governmental Agency
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt037904
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Scrip
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Calendar Fund Raiser
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt034005
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt08665
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt042670
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt034005
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt08665
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt042670
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt04766
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt037904
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt037904
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $308
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Information Technology $860
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, Conventions, and Meetings $342
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Direct Expenses-Social Events $7058
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4$475
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jeff Ziegler
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Waukesha STEM Academy Inc
ReturnHeader/Filer/BusinessNameControlTxt0WAUK
ReturnHeader/Filer/EIN0272872815
ReturnHeader/Filer/PhoneNum02622262233
ReturnHeader/Filer/USAddress/AddressLine1Txt0130 Walton Ave
ReturnHeader/Filer/USAddress/CityNm0Waukesha
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053186
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0752991216
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EHO Management Solutions Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0861 Summer Creek Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Oconomowoc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053066
ReturnHeader/PreparerPersonGrp/PhoneNum02629931107
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Heidi Orsted
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-04-30T14:29:03-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Jeff
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Ziegler
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.