Civic Intelligence

Waukesha Science Technology Engineering and Math Academy Inc

990EZ • Fiscal year 2016 • EIN 27-2872815

Jul 01, 2015 to Jun 30, 2016 • Filed on Dec 05, 2016

Organization ProfileN/A
114 S CharlesWaukesha, WI 53186

(414) 477-5516

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

9th percentile

-45%

Higher net margin than 9% 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

20th percentile

-21%

Faster asset growth than 20% of similar nonprofits.

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

Revenue Growth

80th percentile

32%

Faster revenue growth than 80% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$47,000

Down $12,342 (-21%) from 2015

Net Assets

Down

$47,000

Down $12,342 (-21%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin9th percentile

Revenue

Up

$27,607

Up $6,699 (+32%) from 2015

Expenses

Down

$39,949

Down $7,692 (-16%) from 2015

Net Income

Up

-$12,342

Up $14,391 (+54%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$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

2016

Assets$47,000
Liabilities-
Net Assets$47,000
Open 2016 Filing

Operations Trend

Revenue Growth80th percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$27,607
Expenses$39,949
Net Income-$12,342
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Dec 5, 2016
Return Version
2015v2.1
Gross Receipts
$41,150
Mission and Program Overview

Mission

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

operation of a charter school in Waukeska Serving students in grades K-8

Program Services

DescriptionGrantsExpenses
OPERATION OF A CHARTER SCHOOL IN WAUKESHA COUNTY SERVING 840 STUDENTS IN GRADES K-8,--
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CATHERINE JORGENSPresident-$0--
RANDY THOMASVice President-$0--
MATTHIAS BOLLMUSTreasurer-$0--
KEVIN LAHNERSecretary-$0--
CHERYL GEMIGNANIBoard Member-$0--
WILLIAM BAUMGARTBoard Member-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Scrip$11,863$11,863$130$11,733
Stem Challenge$11,863$11,803$12,217$-414
Total Events$23,726$23,666$12,347$11,319
Filing and Contact Details

Filer

Filer Name
Waukesha Science Technology Engineering & Math Academy Inc
EIN
27-2872815
Phone
4144775516
Address
114 S Charles, Waukesha, WI 53186

Signing Officer

Name
Matthias Bollmus
Title
Treasurer
Phone
4144775516
Signed
2016-12-05
Discuss with paid preparer
Yes

Preparer

Firm
Eho Management Solutions Inc
Address
861 SUMMER CREEK RD, OCONOMOWOC, WI 53066-4164
Preparer
Heidi Orsted
Phone
2625600189
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Program Expenses 10350.”

Form 990EZ, Part I, Line 16

“Technology 241.”

Form 990EZ, Part I, Line 16

“Misc. Expenses 54.”

Raw XML Appendix163 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/PersonNm0MATTHIAS BOLLMUS
IRS990EZ/BooksInCareOfDetail/PhoneNum04144775516
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0114 S Charles
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Waukesha
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053186
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt059342
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt047000
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt05199
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-12342
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt029304
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt059342
IRS990EZ/Form990TotalAssetsGrp/EOYAmt047000
IRS990EZ/FundraisingGrossIncomeAmt035951
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt041150
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt059342
IRS990EZ/NetAssetsOrFundBalancesEOYAmt047000
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt059342
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt047000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CATHERINE JORGENS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RANDY THOMAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MATTHIAS BOLLMUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KEVIN LAHNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CHERYL GEMIGNANI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5WILLIAM BAUMGART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4board member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5board member
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt010645
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0operation of a charter school in Waukeska Serving students in grades K-8
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0OPERATION OF A CHARTER SCHOOL IN WAUKESHA COUNTY SERVING 840 STUDENTS IN GRADES K-8,
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0true
IRS990EZ/SpecialEventsDirectExpensesAmt013543
IRS990EZ/SpecialEventsNetIncomeLossAmt022408
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt039949
IRS990EZ/TotalRevenueAmt027607
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt00
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/FormAndLineReferenceDesc0Line 6b
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt060
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt060
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt012347
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Scrip
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Stem Challenge
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt011863
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt011863
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt023726
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt011863
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt011803
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt023666
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt011319
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt012347
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0130
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt012217
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Program Expenses 10350.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Technology 241.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Misc. Expenses 54.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MATTHIAS BOLLMUS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04144775516
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-12-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Waukesha Science Technology Engineering & Math Academy Inc
ReturnHeader/Filer/BusinessNameControlTxt0WAUK
ReturnHeader/Filer/EIN0272872815
ReturnHeader/Filer/PhoneNum04144775516
ReturnHeader/Filer/USAddress/AddressLine1Txt0114 S Charles
ReturnHeader/Filer/USAddress/CityNm0Waukesha
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053186
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EHO MANAGEMENT SOLUTIONS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0861 SUMMER CREEK RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OCONOMOWOC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0530664164
ReturnHeader/PreparerPersonGrp/PhoneNum02625600189
ReturnHeader/PreparerPersonGrp/PreparationDt02016-12-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HEIDI ORSTED
ReturnHeader/ReturnTs02016-12-11T15:29:36-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$47,000
Liabilities
-
Net assets
$47,000
Revenue
$27,607
Expenses
$39,949
Net income
-$12,342
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
2016Detailed filing. Detailed filing data is available for this year.$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