Civic Intelligence

Union Grove Elementary School Parent Teacher Organization Inc

990EZ • Fiscal year 2014 • EIN 27-3462260

Aug 01, 2013 to Jul 31, 2014 • Filed on Dec 16, 2014

Organization ProfileN/A
1309 71st Dr53182

(262) 878-0789

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 2014

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2014

Net Margin

82nd percentile

26%

Higher net margin than 82% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

81st percentile

40%

Faster asset growth than 81% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

37th percentile

-6.0%

Faster revenue growth than 37% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$31,580

Up $9,050 (+40%) from 2013

Net Assets

Up

$31,580

Up $9,050 (+40%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin82nd percentile

Revenue

Down

$34,798

Down $2,220 (-6.0%) from 2013

Expenses

Up

$25,748

Up $4,890 (+23%) from 2013

Net Income

Down

$9,050

Down $7,110 (-44%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

2014

Assets$31,580
Liabilities-
Net Assets$31,580
Open 2014 Filing

Operations Trend

Revenue Growth37th percentile

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

2014

Revenue$34,798
Expenses$25,748
Net Income$9,050
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2013 to Jul 31, 2014
Signed
Dec 16, 2014
Return Version
2013v3.1
Gross Receipts
$34,798
Mission and Program Overview

Mission

VOLUNTEER ORGANIZATION

Program Services

DescriptionGrantsExpenses
TECHNOLOGY UPGRADES-$5,385
RUN/WALK-$1,382
SCHOLARSHIPS-$1,100
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALLISON CHIZEKPresidentPT$0--
AMY CLARKVice PresidentPT$0--
AMANDA BULGRINSecretaryPT$0--
SANDY BORNTreasurer-$0--
Filing and Contact Details

Filer

EIN
27-3462260
Phone
2628780789

Signing Officer

Name
Allison Chizek
Title
President
Signed
2014-12-16
Discuss with paid preparer
Yes

Preparer

Preparer
Tina Hartlage
Phone
2628785901
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

“Fundraising 11,533”

Raw XML Appendix121 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/PersonNm0AMANDA BULGRIN
IRS990EZ/BooksInCareOfDetail/PhoneNum02628780789
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine101196 CARDINAL LN
IRS990EZ/BooksInCareOfDetail/USAddress/City0UNION GROVE
IRS990EZ/BooksInCareOfDetail/USAddress/State0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode053182
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt022530
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt031580
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt09050
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt014215
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt022530
IRS990EZ/Form990TotalAssetsGrp/EOYAmt031580
IRS990EZ/GrossReceiptsAmt034798
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt022530
IRS990EZ/NetAssetsOrFundBalancesEOYAmt031580
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt022530
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt031580
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0006.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1006.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3004.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ALLISON CHIZEK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1AMY CLARK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2AMANDA BULGRIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SANDY BORN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt011533
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0VOLUNTEER ORGANIZATION
IRS990EZ/ProgramServiceRevenueAmt034798
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TECHNOLOGY UPGRADES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2RUN/WALK
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05385
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11100
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21382
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt025748
IRS990EZ/TotalProgramServiceExpensesAmt07867
IRS990EZ/TotalRevenueAmt034798
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0TAX EXEMPT CLUB
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt037018
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt037018
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt037018
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt037018
IRS990ScheduleA/Total509Grp/TotalAmt037018
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt037018
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt037018
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Fundraising 11,533
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALLISON CHIZEK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-12-16
ReturnHeader/Filer/BusinessName/BusinessNameLine10UNION GROVE ELEMENTARY SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0UNIO
ReturnHeader/Filer/EIN0273462260
ReturnHeader/Filer/PhoneNum02628780789
ReturnHeader/Filer/USAddress/AddressLine101309 71ST DR
ReturnHeader/Filer/USAddress/City0UNION GROVE
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode053182
ReturnHeader/PreparerPersonGrp/PhoneNum02628785901
ReturnHeader/PreparerPersonGrp/PreparationDt02014-12-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TINA HARTLAGE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-12-16T04:01:31-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-08-01
ReturnHeader/TaxPeriodEndDt02014-07-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$31,580
Liabilities
-
Net assets
$31,580
Revenue
$34,798
Expenses
$25,748
Net income
$9,050
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • <$500k nonprofits