Civic Intelligence

Union Grove Elementary School Parent Teacher Organization Inc

990EZ • Fiscal year 2012 • EIN 27-3462260

Aug 01, 2011 to Jul 31, 2012 • Filed on Dec 11, 2012

Organization ProfileNA
1745 Milldrum Street53182
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 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

18th percentile

-18%

Higher net margin than 18% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2012

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2012

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$4,871

No earlier filing loaded for comparison.

Net Assets

$4,871

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin18th percentile

Revenue

$36,814

No earlier filing loaded for comparison.

Expenses

$43,445

No earlier filing loaded for comparison.

Net Income

-$6,631

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$40K$30K$20K$10K$0Assets 2012: $4,871Net Assets 2012: $4,8712012Assets 2013: $22,530Net Assets 2013: $22,5302013Assets 2014: $31,580Net Assets 2014: $31,5802014Assets 2016: $35,446Net Assets 2016: $35,4462016Assets 2017: $34,091Net Assets 2017: $34,0912017Assets 2018: $31,066Net Assets 2018: $31,0662018Assets 2019: $15,814Net Assets 2019: $15,8142019Assets 2020: $14,233Net Assets 2020: $14,2332020Assets 2021: $12,116Net Assets 2021: $12,1162021

Highlighted filing

2012

Assets$4,871
Liabilities-
Net Assets$4,871
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$80K$60K$40K$20K$0-$20KRevenue 2012: $36,814Expenses 2012: $43,445Net Income 2012: -$6,6312012Revenue 2013: $37,018Expenses 2013: $20,858Net Income 2013: $16,1602013Revenue 2014: $34,798Expenses 2014: $25,748Net Income 2014: $9,0502014Revenue 2016: $40,948Expenses 2016: $21,863Net Income 2016: $19,0852016Revenue 2017: $38,656Expenses 2017: $40,011Net Income 2017: -$1,3552017Revenue 2018: $56,549Expenses 2018: $59,574Net Income 2018: -$3,0252018Revenue 2019: $44,938Expenses 2019: $60,190Net Income 2019: -$15,2522019Revenue 2020: $36,741Expenses 2020: $38,322Net Income 2020: -$1,5812020Revenue 2021: $26,006Expenses 2021: $28,123Net Income 2021: -$2,1172021

Highlighted filing

2012

Revenue$36,814
Expenses$43,445
Net Income-$6,631
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2011 to Jul 31, 2012
Signed
Dec 11, 2012
Return Version
2011v1.2
Mission and Program Overview

Mission

VOLUNTEER ORGANIZATION

Filing and Contact Details

Filer

EIN
27-3462260
Raw XML Appendix145 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
CompensationExplanation/Compensation/PersonName0HEATHER L MARTIN
CompensationExplanation/Compensation/PersonName1KARIN R KIRSCHMEIER
CompensationExplanation/Compensation/PersonName2KIMBERLY DAIGLE
CompensationExplanation/Compensation/PersonName3AMY J OBERMEYER
IRS990EZ/ActivitiesNotPreviouslyRpt0false
IRS990EZ/CashSavingsAndInvestments/BOY011502
IRS990EZ/CashSavingsAndInvestments/EOY04871
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagedInExcessBenefitTrans0false
IRS990EZ/EngageInLobbyingActivities0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear0-6631
IRS990EZ/FeesAndOthPymtToIndContractors042821
IRS990EZ/FiledScheduleA0true
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
IRS990EZ/GrossReceipts036814
IRS990EZ/GrossReceiptsLessThan250000X
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InfoInScheduleOPartIII0X
IRS990EZ/InitialReturn0X
IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY011502
IRS990EZ/NetAssetsOrFundBalancesBOY011502
IRS990EZ/NetAssetsOrFundBalances/EOY04871
IRS990EZ/NetAssetsOrFundBalancesEOY04871
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine10408 HIGH STREET
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine111425 CENTER STREET
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine12604 - 14TH AVENUE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine13126 MILL AVENUE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City0UNION GROVE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City1UNION GROVE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City2UNION GROVE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City3UNION GROVE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State0WI
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State1WI
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State2WI
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State3WI
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode053182
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode153182
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode253182
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode353182
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition06.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition13.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition25.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition33.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0HEATHER L MARTIN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1KARIN R KIRSCHMEIER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2KIMBERLY DAIGLE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3AMY J OBERMEYER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2TREASURER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3SECRETARY
IRS990EZ/OperatingSchool0false
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherExpensesTotal0532
IRS990EZ/OtherRevenueTotal062
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0UNION GROVE ELEMENTARY SCHOOL PTO IS A VOLUNTEER ORGANIZATION CONSISTING OF PARENTS OF STUDENTS AT UGES AND STAFF MEMBERS AT UGES WHO WISH TO PROVIDE ITEMS AND ACTIVITIES THAT WOULD NOT NORMALLY BE COVERED BY THE REGULAR SCHOOL BUDGET. THE ORGANIZATION FUNDRAISES TO PURCHASE CLASSROOM ITEMS (PRIMARILY TECHNOLOGY) AND TO HOLD FREE FAMILY EVENTS AT THE SCHOOL. MONTHLY BOARD MEETINGS ARE HELD EVERY MONTH AT THE SCHOOL AND ARE OPEN TO ANYONE WHO WISHES TO ATTEND.
IRS990EZ/PrintingPublicationsPostage092
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0FUNDS WERE RAISED AND USED TO PURCHASE SMART BOARDS TO ENHANCE THE LEARNING EXPERIENCE IN VARIOUS CLASSROOMS AT THE ELEMENTARY SCHOOL.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom1THE PTO PROVIDED FUNDS FOR THE 8TH GRADE GRADUATION CEREMONY, HELPED TO FUND EDUCATIONAL TRIPS FOR STUDENTS, PROMOTED THE SCHOOL BY HAVING A FAMILY FUN NIGHT, AND PROVIDED SMALLER TECHNOLOGY TOOLS TO THE CLASSROOMS.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom2TWO SCHOLARSHIPS OF 500 WERE PROVIDED TO STUDENTS.
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses019670
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses14197
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses21000
IRS990EZ/ProgramServiceRevenue036752
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine10126 MILL AVENUE
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0UNION GROVE
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0WI
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode053182
IRS990EZ/TheBooksAreInCareOf/NamePerson0AMY OBERMEYER
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber02624921204
IRS990EZ/TotalAssets/BOY011502
IRS990EZ/TotalAssets/EOY04871
IRS990EZ/TotalExpenses043445
IRS990EZ/TotalProgramServiceExpenses024867
IRS990EZ/TotalRevenue036814
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg0false
IRS990EZ/WebSite0N/A
IRS990ScheduleA/First5Years5090X
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYear036752
IRS990ScheduleA/GrossReceiptsFromAdmissions/Total036752
IRS990ScheduleA/GrossReceiptsFromNonUBI/CurrentTaxYear062
IRS990ScheduleA/GrossReceiptsFromNonUBI/Total062
IRS990ScheduleA/PubliclySupportedOrg509a20X
IRS990ScheduleA/PublicSupportTotal509036814
IRS990ScheduleA/Total509/CurrentTaxYear036814
IRS990ScheduleA/Total509/Total036814
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYear036814
IRS990ScheduleA/TotalSupportTotal/Total036814
IRS990ScheduleO/GeneralExplanation/Explanation0MISCELLANEOUS 62 TOTAL 62
IRS990ScheduleO/GeneralExplanation/Explanation1EXPENSES ADVERTISING AND PROMOTION 268 OFFICE 264 TOTAL 532
IRS990ScheduleO/GeneralExplanation/Explanation2UNION GROVE ELEMENTARY SCHOOL PTO IS A VOLUNTEER ORGANIZATION CONSISTING OF PARENTS OF STUDENTS AT UGES AND STAFF MEMBERS AT UGES WHO WISH TO PROVIDE ITEMS AND ACTIVITIES THAT WOULD NOT NORMALLY BE COVERED BY THE REGULAR SCHOOL BUDGET. THE ORGANIZATION FUNDRAISES TO PURCHASE CLASSROOM ITEMS (PRIMARILY TECHNOLOGY) AND TO HOLD FREE FAMILY EVENTS AT THE SCHOOL. MONTHLY BOARD MEETINGS ARE HELD EVERY MONTH AT THE SCHOOL AND ARE OPEN TO ANYONE WHO WISHES TO ATTEND.
IRS990ScheduleO/GeneralExplanation/Identifier0OTHER REVENUE
IRS990ScheduleO/GeneralExplanation/Identifier1OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/Identifier2PRIMARY EXEMPT PURPOSE
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990-EZ, PART III
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0273462260
ReturnHeader/Filer/Name/BusinessNameLine10UNION GROVE ELEMENTARY SCHOOL PTO
ReturnHeader/Filer/Name/BusinessNameLine20INC
ReturnHeader/Filer/NameControl0UNIO
ReturnHeader/Filer/Phone02628782015
ReturnHeader/Filer/USAddress/AddressLine101745 MILLDRUM STREET
ReturnHeader/Filer/USAddress/City0UNION GROVE
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode053182
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-12-11
ReturnHeader/Officer/Name0AMY OBERMEYER
ReturnHeader/Officer/Phone02628782015
ReturnHeader/Officer/Title0SECRETARY
ReturnHeader/Preparer/DatePrepared02012-12-11
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10MCMAHON - VELTUS SC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10901 MAIN ST
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0UNION GROVE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0WI
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0531821039
ReturnHeader/Preparer/Name0JAMES W CARLSON UG
ReturnHeader/Preparer/Phone02628783667
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02011-08-01
ReturnHeader/TaxPeriodEndDate02012-07-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-12-11T16:15:20-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$4,871
Liabilities
-
Net assets
$4,871
Revenue
$36,814
Expenses
$43,445
Net income
-$6,631
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$12.1$12.1$26.0$28.1$2.12
2020Detailed filing. Detailed filing data is available for this year.$14.2$14.2$36.7$38.3$1.58
2019Detailed filing. Detailed filing data is available for this year.$15.8$15.8$44.9$60.2$15.3
2018Detailed filing. Detailed filing data is available for this year.$31.1$31.1$56.5$59.6$3.03
2017Detailed filing. Detailed filing data is available for this year.$34.1$34.1$38.7$40.0$1.36
2016Detailed filing. Detailed filing data is available for this year.$35.4$35.4$40.9$21.9$19.1
2014Detailed filing. Detailed filing data is available for this year.$31.6$31.6$34.8$25.7$9.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.5$22.5$37.0$20.9$16.2
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.87$4.87$36.8$43.4$6.63