Civic Intelligence

Waukesha Science Technology Engineering and Math Academy Inc

990EZ • Fiscal year 2018 • EIN 27-2872815

Jul 01, 2017 to Jun 30, 2018 • Filed on Feb 07, 2020

Organization ProfileN/A
130 Walton AveWaukesha, WI 53186

(262) 226-2233

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

46th percentile

1.6%

Higher net margin than 46% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

56th percentile

4.7%

Faster asset growth than 56% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2018

Revenue Growth

92nd percentile

91%

Faster revenue growth than 92% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$51,489

Up $4,489 (+9.6%) from 2016

Net Assets

Up

$51,489

Up $4,489 (+9.6%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin46th percentile

Revenue

Up

$100,951

Up $73,344 (+266%) from 2016

Expenses

Up

$99,333

Up $59,384 (+149%) from 2016

Net Income

Up

$1,618

Up $13,960 (+113%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth56th 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

2018

Assets$51,489
Liabilities-
Net Assets$51,489
Open 2018 Filing

Operations Trend

Revenue Growth92nd 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

2018

Revenue$100,951
Expenses$99,333
Net Income$1,618
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Feb 7, 2020
Return Version
2017v2.2
Gross Receipts
$120,050
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 Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jeff ZieglerTreasurer-$0--
Dave HoustonDirector-$0--
Randy ThomasDirector-$0--
Kevin LahnerDirector-$0--
Monica PazDirector-$0--
Ryan KrohnDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fund Raising$29,544$29,544$14,919$14,625
Other Events$9,455$9,455$4,180$5,275
Total Events$46,701$46,701$19,099$27,602
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
Treasurer
Signed
2020-02-07
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.1

“Grant Expense $72000”

Other Expenses.2

“Curriculum $20208”

Other Expenses.3

“Admin Expenses $7125”

Raw XML Appendix158 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/BOYAmt049871
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt051489
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt073349
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01618
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt049871
IRS990EZ/Form990TotalAssetsGrp/EOYAmt051489
IRS990EZ/FundraisingGrossIncomeAmt046701
IRS990EZ/GrossReceiptsAmt0120050
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt049871
IRS990EZ/NetAssetsOrFundBalancesEOYAmt051489
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt049871
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt051489
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
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/PersonNm0Jeff Ziegler
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Dave Houston
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Randy Thomas
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Kevin Lahner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Monica Paz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Ryan Krohn
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt099333
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Operation of a charter school serving approximately 780 students in grades K-8
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0provide Science, Technology, Engineering and Math (STEM) curriculum to students in Waukesha County
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0true
IRS990EZ/SpecialEventsDirectExpensesAmt019099
IRS990EZ/SpecialEventsNetIncomeLossAmt027602
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt099333
IRS990EZ/TotalRevenueAmt0100951
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/DirectExpenseSummaryEventsAmt019099
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fund Raising
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Other Events
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt029544
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt09455
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt07702
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt046701
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt029544
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt09455
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt07702
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt046701
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt027602
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt019099
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt014919
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt04180
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Grant Expense $72000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Curriculum $20208
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Admin Expenses $7125
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
ReturnHeader/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jeff Ziegler
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-07
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/ReturnTs02020-02-07T13:47:07-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$51,489
Liabilities
-
Net assets
$51,489
Revenue
$100,951
Expenses
$99,333
Net income
$1,618
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
2018Detailed filing. Detailed filing data is available for this year.$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