Civic Intelligence

Union Grove Elementary School Parent Teacher Organization Inc

990EZ • Fiscal year 2020 • EIN 27-3462260

Aug 01, 2019 to Jul 31, 2020 • Filed on Sep 06, 2022

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

34th percentile

-4.3%

Higher net margin than 34% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

27th percentile

-10.0%

Faster asset growth than 27% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

46th percentile

-18%

Faster revenue growth than 46% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$14,233

Down $1,581 (-10.0%) from 2019

Net Assets

Down

$14,233

Down $1,581 (-10.0%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$36,741

Down $8,197 (-18%) from 2019

Expenses

Down

$38,322

Down $21,868 (-36%) from 2019

Net Income

Up

-$1,581

Up $13,671 (+90%) from 2019

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

2020

Assets$14,233
Liabilities-
Net Assets$14,233

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

2020

Revenue$36,741
Expenses$38,322
Net Income-$1,581
Jump To
Filing Snapshot
Filing Period
Aug 1, 2019 to Jul 31, 2020
Signed
Sep 6, 2022
Return Version
2019v5.1
Gross Receipts
$36,741
Mission and Program Overview

Mission

VOLUNTEER ORGANIZATION

Program Services

DescriptionGrantsExpenses
IPAD MINI BUNDLES-$3,887
STEM LAB STARTUP-$1,597
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATY JOHNSONPresidentPT$0--
LYNDA STUDEYVice PresidentPT$0--
AMANDA NEURINGSecretaryPT$0--
STEPHANIE KURTTreasurer-$0--
CHELSEA VOSRecording Sec-$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
Stephanie Kurt
Title
Treasurer
Signed
2022-09-06
Discuss with paid preparer
Yes

Preparer

Firm
TINA'S TAX SERVICE
Address
1200 MAIN ST, UNION GROVE, WI 53182
Preparer
Tina Hartlage
Phone
2628785901
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part III, Line 1

Volunteer org consisting of parents of students at uges and staff members at uges who wish to provice items and activites that would not normally e 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 had a book sale and raffle which were the larger fundraisers. They have purchased more ipad minis for the classrooms and has started a stem lab for the 5th - 8th grade

Raw XML Appendix140 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/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4RECORDING SEC
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt040948
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0VOLUNTEER ORG CONSISTING OF PARENTS OF STUDENTS AT UGES AND STAFF MEMBERS AT UGES WHO WISH TO PROVICE ITEMS AND ACTIVITES THAT WOULD NOT NORMALLY E 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 HAD A BOOK SALE AND RAFFLE WHICH WERE THE LARGER FUNDRAISERS. THEY HAVE PURCHASED MORE IPAD MINIS FOR THE CLASSROOMS AND HAS STARTED A STEM LAB FOR THE 5TH - 8TH GRADE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part III, Line 1
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ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-09-06T02:48:20-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-08-01
ReturnHeader/TaxPeriodEndDt02020-07-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)3 • <$500k nonprofits