Civic Intelligence

Union Grove Elementary School Parent Teacher Organization Inc

990EZ • Fiscal year 2019 • EIN 27-3462260

Aug 01, 2018 to Jul 31, 2019 • Filed on Nov 14, 2019

1745 Milldrum StUnion 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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

11th percentile

-34%

Higher net margin than 11% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

9th percentile

-49%

Faster asset growth than 9% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

24th percentile

-21%

Faster revenue growth than 24% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$15,814

Down $15,252 (-49%) from 2018

Net Assets

Down

$15,814

Down $15,252 (-49%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$44,938

Down $11,611 (-21%) from 2018

Expenses

Up

$60,190

Up $616 (+1.0%) from 2018

Net Income

Down

-$15,252

Down $12,227 (-404%) from 2018

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

2019

Assets$15,814
Liabilities-
Net Assets$15,814

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

2019

Revenue$44,938
Expenses$60,190
Net Income-$15,252
Jump To
Filing Snapshot
Filing Period
Aug 1, 2018 to Jul 31, 2019
Signed
Nov 14, 2019
Return Version
2018v3.1
Gross Receipts
$44,938
Mission and Program Overview

Mission

VOLUNTEER ORGANIZATION

Program Services

DescriptionGrantsExpenses
IPAD MINI BUNDLES-$18,700
TEKSTAR SIGN FOR FRONT ENT-$8,302
SPIRIT WEAR FOR RESALE-$4,360
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KRISTEN HOFFMANPresidentPT$0--
KATY JOHNSONVice PresidentPT$0--
ELLEN GRUHNSecretaryPT$0--
CATHY SPIEGELHOFFTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Union Grove Elementary School Pto
EIN
27-3462260
Phone
2628780789
Address
1745 MILLDRUM ST, UNION GROVE, WI 53182

Signing Officer

Name
Kathy Spiegelhoff
Title
Treasurer
Signed
2019-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Tina M Hartlage
Address
1200 MAIN ST, UNION GROVE, WI 53182
Preparer
Tina M Hartlage
Phone
2628785901
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part III, Line 1

Volunterr org 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 organzation 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 had a book sale and raffle which were the larger fundraisers. They are purchasing a new sign for the front entrance of the shool and more mini ipads for rooms. They are still saving for the cross country course.

Raw XML Appendix141 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.

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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0UNION GROVE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053182
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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/ProgramServiceRevenueAmt044938
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0IPAD MINI BUNDLES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TEKSTAR SIGN FOR FRONT ENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SPIRIT WEAR FOR RESALE
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt018700
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt18302
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt24360
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt060190
IRS990EZ/TotalProgramServiceExpensesAmt031362
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0TAX EXEMPT ORGANIZATION
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0NA
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt056549
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt038656
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt040948
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt056549
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt040948
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0136153
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0VOLUNTERR ORG 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 ORGANZATION 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 HAD A BOOK SALE AND RAFFLE WHICH WERE THE LARGER FUNDRAISERS. THEY ARE PURCHASING A NEW SIGN FOR THE FRONT ENTRANCE OF THE SHOOL AND MORE MINI IPADS FOR ROOMS. THEY ARE STILL SAVING FOR THE CROSS COUNTRY COURSE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part III, Line 1
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-14
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ReturnHeader/Filer/BusinessNameControlTxt0UNIO
ReturnHeader/Filer/EIN0273462260
ReturnHeader/Filer/PhoneNum02628780789
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ReturnHeader/FilingSecurityInformation/IPTm020:32:41
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01200 MAIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0UNION GROVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053182
ReturnHeader/PreparerPersonGrp/PhoneNum02628785901
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TINA M HARTLAGE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-11-14T04:24:37-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-08-01
ReturnHeader/TaxPeriodEndDt02019-07-31
ReturnHeader/TaxYr02018

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Filings