Civic Intelligence

Union Grove Elementary School Parent Teacher Organization Inc

990EZ • Fiscal year 2016 • EIN 27-3462260

Aug 01, 2015 to Jul 31, 2016 • Filed on Nov 28, 2016

1309 71st DrUnion Grove, WI 53182

(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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

91st percentile

47%

Higher net margin than 91% 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

57th percentile

5.9%

Faster asset growth than 57% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2016

Revenue Growth

62nd percentile

8.5%

Faster revenue growth than 62% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2016

Assets

Up

$35,446

Up $3,866 (+12%) from 2014

Net Assets

Up

$35,446

Up $3,866 (+12%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$40,948

Up $6,150 (+18%) from 2014

Expenses

Down

$21,863

Down $3,885 (-15%) from 2014

Net Income

Up

$19,085

Up $10,035 (+111%) from 2014

Historical Trend

Balance Sheet Trend

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

2016

Assets$35,446
Liabilities-
Net Assets$35,446

Operations Trend

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

2016

Revenue$40,948
Expenses$21,863
Net Income$19,085
Jump To
Filing Snapshot
Filing Period
Aug 1, 2015 to Jul 31, 2016
Signed
Nov 28, 2016
Return Version
2015v2.1
Gross Receipts
$40,948
Mission and Program Overview

Mission

VOLUNTEER ORGANIZATION

Program Services

DescriptionGrantsExpenses
SCHOLASTIC BOOKS-$5,004
TEACHER REQUESTS - 4K IPADS-$2,740
SCHOLARSHIPS-$1,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CATHY SPIEGELHOFFPresidentPT$0--
AMY CLARKVice PresidentPT$0--
PAULA RADKESecretaryPT$0--
SANDRA BORNTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Union Grove Elementary School Pto
EIN
27-3462260
Phone
2628780789
Address
1309 71ST DR, UNION GROVE, WI 53182

Signing Officer

Name
Sandra Born
Title
Treasurer
Signed
2016-11-28
Discuss with paid preparer
Yes

Preparer

Preparer
Tina Hartlage
Phone
2628785901
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part III, Line 1

Volunteer organization consisting of parents of students at uges and staff members at uges who wish to provide items and activites that would not normally be covered by the regular school budget. The organization fundraises to purchase classroom items and to hold free family events at the school. Board meetings are held monthly at the school and are open to anyone wishing to attend. This year they held a color-a thon fundraiser which did raise a large amount of money they are planning on using for a larger purchase at the school.

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
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IRS990EZ/BooksInCareOfDetail/PersonNm0SANDRA BORN
IRS990EZ/BooksInCareOfDetail/PhoneNum04143030704
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01309 71ST DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0UNION GROVE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053182
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt016361
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt035446
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt019085
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt021863
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt035446
IRS990EZ/GrossReceiptsAmt040948
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt016361
IRS990EZ/NetAssetsOrFundBalancesEOYAmt035446
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt016361
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt035446
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0006.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1006.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2005.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CATHY SPIEGELHOFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1AMY CLARK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PAULA RADKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SANDRA BORN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0VOLUNTEER ORGANIZATION
IRS990EZ/ProgramServiceRevenueAmt040948
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLASTIC BOOKS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TEACHER REQUESTS - 4K IPADS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05004
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12740
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt021863
IRS990EZ/TotalProgramServiceExpensesAmt08744
IRS990EZ/TotalRevenueAmt040948
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0TAX EXEMPT ORGANIZATION
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0NA
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt037018
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt037018
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt037018
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt037018
IRS990ScheduleA/Total509Grp/TotalAmt037018
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt037018
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt037018
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0VOLUNTEER ORGANIZATION CONSISTING OF PARENTS OF STUDENTS AT UGES AND STAFF MEMBERS AT UGES WHO WISH TO PROVIDE ITEMS AND ACTIVITES THAT WOULD NOT NORMALLY BE COVERED BY THE REGULAR SCHOOL BUDGET. THE ORGANIZATION FUNDRAISES TO PURCHASE CLASSROOM ITEMS AND TO HOLD FREE FAMILY EVENTS AT THE SCHOOL. BOARD MEETINGS ARE HELD MONTHLY AT THE SCHOOL AND ARE OPEN TO ANYONE WISHING TO ATTEND. THIS YEAR THEY HELD A COLOR-A THON FUNDRAISER WHICH DID RAISE A LARGE AMOUNT OF MONEY THEY ARE PLANNING ON USING FOR A LARGER PURCHASE AT THE SCHOOL.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part III, Line 1
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SANDRA BORN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UNION GROVE ELEMENTARY SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0UNIO
ReturnHeader/Filer/EIN0273462260
ReturnHeader/Filer/PhoneNum02628780789
ReturnHeader/Filer/USAddress/AddressLine1Txt01309 71ST DR
ReturnHeader/Filer/USAddress/CityNm0UNION GROVE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053182
ReturnHeader/PreparerPersonGrp/PhoneNum02628785901
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TINA HARTLAGE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-11-28T02:23:29-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-08-01
ReturnHeader/TaxPeriodEndDt02016-07-31
ReturnHeader/TaxYr02015

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Filings