Civic Intelligence

Waukesha Science Technology Engineering and Math Academy Inc

990EZ • Fiscal year 2021 • EIN 27-2872815

Jul 01, 2020 to Jun 30, 2021 • Filed on Mar 08, 2022

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

87th percentile

51%

Higher net margin than 87% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

66th percentile

20%

Faster asset growth than 66% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

86th percentile

103%

Faster revenue growth than 86% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$33,892

Up $5,626 (+20%) from 2020

Net Assets

Up

$33,892

Up $5,626 (+20%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin87th percentile

Revenue

Up

$11,010

Up $5,591 (+103%) from 2020

Expenses

Down

$5,384

Down $12,710 (-70%) from 2020

Net Income

Up

$5,626

Up $18,301 (+144%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth66th 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

2021

Assets$33,892
Liabilities-
Net Assets$33,892
Open 2021 Filing

Operations Trend

Revenue Growth86th 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

2021

Revenue$11,010
Expenses$5,384
Net Income$5,626
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Mar 8, 2022
Return Version
2020v4.0
Gross Receipts
$45,318
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 Pay77th 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$32,177$32,177$34,308$-2,131
BetterWorld$6,790$6,790-$6,790
Total Events$38,967$38,967$34,308$4,659
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
Katy Klessig
Title
Treasurer
Signed
2022-03-08
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.1003

“Information Technology $1290”

Other Expenses.1

“Direct Expenses-Social Events $454”

Raw XML Appendix168 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum02622262233
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0130 Walton Ave
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Waukesha
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053186
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt028266
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt033892
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01630
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05626
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03640
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/Form990TotalAssetsGrp/BOYAmt028266
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IRS990EZ/FundraisingGrossIncomeAmt038967
IRS990EZ/GrossReceiptsAmt045318
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt028266
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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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/OtherExpensesTotalAmt01744
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Operation of a charter school serving approximately 780 students in grades K-8
IRS990EZ/ProgramServiceRevenueAmt04721
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0provide Science, Technology, Engineering and Math STEM curriculum to students in Waukesha County
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0true
IRS990EZ/SpecialEventsDirectExpensesAmt034308
IRS990EZ/SpecialEventsNetIncomeLossAmt04659
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt05384
IRS990EZ/TotalRevenueAmt011010
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/DirectExpenseSummaryEventsAmt034308
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Scrip
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BetterWorld
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt032177
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt06790
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt038967
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt032177
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt06790
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt038967
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt04659
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt034308
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt034308
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Information Technology $1290
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Direct Expenses-Social Events $454
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Katy Klessig
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-03-08
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/ReturnTs02022-03-08T04:19:08-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Katy
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Klessig
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$33,892
Liabilities
-
Net assets
$33,892
Revenue
$11,010
Expenses
$5,384
Net income
$5,626
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
2021Detailed filing. Detailed filing data is available for this year.$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