Civic Intelligence

Fox Point Bayside Educational Foundation Inc

EIN 36-1762988 • 501(c)3 • Fox Point, WI

Profile

Support educational opportunities

7300 N Lombardy RdFox Point, WI 53217-3531
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

13th percentile

-59%

Higher net margin than 13% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

34th percentile

-17%

Faster asset growth than 34% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

75th percentile

26%

Faster revenue growth than 75% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$148,265

Down $29,910 (-17%) from 2024

Liabilities

Down

$0

Down $700 (-100%) from 2024

Net Assets

Down

$148,265

Down $29,210 (-16%) from 2024

Operations
Liabilities / Revenue62nd percentileNet Margin13th percentile

Revenue

Up

$68,935

Up $14,282 (+26%) from 2024

Expenses

Up

$109,947

Up $61,483 (+127%) from 2024

Net Income

Down

-$41,012

Down $47,201 (-763%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth34th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2015: $62,938Liabilities 2015: $0Net Assets 2015: $62,9382015Assets 2018: $134,403Liabilities 2018: $0Net Assets 2018: $134,4032018Assets 2019: $115,516Liabilities 2019: $0Net Assets 2019: $115,5162019Assets 2020: $184,586Liabilities 2020: $0Net Assets 2020: $184,5862020Assets 2021: $144,260Liabilities 2021: $0Net Assets 2021: $144,2602021Assets 2022: $136,854Liabilities 2022: $0Net Assets 2022: $136,8542022Assets 2023: $160,145Liabilities 2023: $0Net Assets 2023: $160,1452023Assets 2024: $178,175Liabilities 2024: $700Net Assets 2024: $177,4752024Assets 2025: $148,265Liabilities 2025: $0Net Assets 2025: $148,2652025

Highlighted filing

2025

Assets$148,265
Liabilities$0
Net Assets$148,265
Open 2025 Filing

Operations Trend

Revenue Growth75th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2015: $20,181Expenses 2015: $42,646Net Income 2015: -$22,4652015Revenue 2018: $63,431Expenses 2018: $7,721Net Income 2018: $55,7102018Revenue 2019: $56,960Expenses 2019: $74,479Net Income 2019: -$17,5192019Revenue 2020: $71,798Expenses 2020: $6,520Net Income 2020: $65,2782020Revenue 2021: $172,032Expenses 2021: $232,357Net Income 2021: -$60,3252021Revenue 2022: $37,981Expenses 2022: $34,368Net Income 2022: $3,6132022Revenue 2023: $58,201Expenses 2023: $38,853Net Income 2023: $19,3482023Revenue 2024: $54,653Expenses 2024: $48,464Net Income 2024: $6,1892024Revenue 2025: $68,935Expenses 2025: $109,947Net Income 2025: -$41,0122025

Highlighted filing

2025

Revenue$68,935
Expenses$109,947
Net Income-$41,012
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$148,265
Liabilities
$0
Net assets
$148,265
Revenue
$68,935
Expenses
$109,947
Net income
-$41,012
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.69$1.10$0.41
2024Detailed filing. Detailed filing data is available for this year.$1.78$0.01$1.77$0.55$0.48$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.58$0.39$0.19
2022Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.38$0.34$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$1.72$2.32$0.60
2020Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.72$0.07$0.65
2019Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.57$0.74$0.18
2018Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.63$0.08$0.56
2015Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.20$0.43$0.22
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2024 to Aug 31, 2025
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$84,336
Mission and Program Overview

Mission

Support educational opportunities

Program Services

DescriptionGrantsExpenses
DEDICATED TO ENHANCING THE LEARNING ENVIRONMENT OF STUDENTS AT STORMONTH ELEMENTARY AND BAYSIDE MIDDLE SCHOOLS.-$125,348
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KRISTI CARLSONPresidentPT$0--
KIM SCHMOLDTTreasurer-$0--
RACHEL WEINBERGVice President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$30,557$30,557$15,401$15,156
Total Events$30,557$30,557$15,401$15,156
Filing and Contact Details

Filer

Filer Name
Fox Point Bayside Educational Foundation Inc
EIN
36-1762988
In Care Of
% KRISTI CARLSON
Phone
4142474167
Address
7300 N LOMBARDY RD, FOX POINT, WI 53217-3531

Signing Officer

Name
Kristi Carlson
Title
President
Phone
4142474167
Signed
2025-11-17
Discuss with paid preparer
Yes

Preparer

Firm
Wasserman Shuff & Co LLC
Address
8375 S Howell Ave Ste 202, Oak Creek, WI 53154-8344
Preparer
Gary Shuff
Phone
4147647020
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountlicenses 105insurance 577gifts to fpbs 103,985website costs 1,191endowment fund administrative fee 985bank fees 104”

Other changes in net assets or fund balances Part I line 20

“Description amountunrealized gain/loss 11,802”

Description of total liabilities Part II line 26

“Category beginning of year end of yearaccounts payable 700 0”

Raw XML Appendix178 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/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
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IRS990EZ/OtherChangesInNetAssetsAmt011802
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IRS990EZ/PrintingPublicationsPostageAmt02225
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0700
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IRS990EZ/TotalRevenueAmt068935
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTLICENSES 105INSURANCE 577GIFTS TO FPBS 103,985WEBSITE COSTS 1,191ENDOWMENT FUND ADMINISTRATIVE FEE 985BANK FEES 104
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTUNREALIZED GAIN/LOSS 11,802
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04142474167
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
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ReturnHeader/Filer/BusinessNameControlTxt0FOXP
ReturnHeader/Filer/EIN0361762988
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ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-09-01
ReturnHeader/TaxPeriodEndDt02025-08-31
ReturnHeader/TaxYr02024

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