Civic Intelligence

Fox Point Bayside Educational Foundation Inc.

990EZ • Fiscal year 2019 • EIN 36-1762988

Sep 01, 2018 to Aug 31, 2019 • Filed on Dec 26, 2019

Organization Profile
7300 N Lombardy RdFox Point, WI 53217-3531

(414) 247-4167

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

57th percentile

0.00x

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

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

Liabilities / Revenue

57th percentile

0.00x

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

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

Net Margin

12th percentile

-31%

Higher net margin than 12% 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

25th percentile

-14%

Faster asset growth than 25% of similar nonprofits.

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

Revenue Growth

34th percentile

-10%

Faster revenue growth than 34% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$115,516

Down $18,887 (-14%) from 2018

Net Assets

Down

$115,516

Down $18,887 (-14%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin12th percentile

Revenue

Down

$56,960

Down $6,471 (-10%) from 2018

Expenses

Up

$74,479

Up $66,758 (+865%) from 2018

Net Income

Down

-$17,519

Down $73,229 (-131%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2019

Assets$115,516
Liabilities$0
Net Assets$115,516
Open 2019 Filing

Operations Trend

Revenue Growth34th percentile

Revenue, expenses, and net income across loaded years, with this 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

2019

Revenue$56,960
Expenses$74,479
Net Income-$17,519
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2018 to Aug 31, 2019
Signed
Dec 26, 2019
Return Version
2018v3.1
Gross Receipts
$66,178
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-$86,097
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NICOLE COOKPresidentPT$0--
HELENA LAVENTreasurer-$0--
MONICA ARNSTEINSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Rotr$33,570$33,570$9,218$24,352
Total Events$33,570$33,570$9,218$24,352
Filing and Contact Details

Filer

Filer Name
Fox Point Bayside Educational Foundation Inc
EIN
36-1762988
Address
7300 N LOMBARDY RD, FOX POINT, WI 53217-3531

Signing Officer

Name
Nicole Cook
Title
President
Phone
4142474167
Signed
2019-12-26
Discuss with paid preparer
Yes

Preparer

Firm
Wasserman & Shuff 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 revenue Part I line 8

“Description amountrefunded bank fees 2”

Description of other expenses Part I line 16

“Description amountlicenses and fees 74insurance 380office expenses 30gifts to fpbs 71,475bank fees 7paypal fees 643legal & professional 500”

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

“Description amountunrealized gain on investment fund 1,032prior year transfer to inv fund (2,400)”

Raw XML Appendix163 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/PersonNm0HELENA LAVEN
IRS990EZ/BooksInCareOfDetail/PhoneNum04142474167
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FOX POINT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0532173531
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0134403
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0115516
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IRS990EZ/ContributionsGiftsGrantsEtcAmt032562
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-17519
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/FundraisingGrossIncomeAmt033570
IRS990EZ/GrossReceiptsAmt066178
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0134403
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0NICOLE COOK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1HELENA LAVEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MONICA ARNSTEIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt0-1368
IRS990EZ/OtherExpensesTotalAmt073109
IRS990EZ/OtherRevenueTotalAmt02
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT EDUCATIONAL OPPORTUNITIES
IRS990EZ/PrintingPublicationsPostageAmt01370
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DEDICATED TO ENHANCING THE LEARNING ENVIRONMENT OF STUDENTS AT STORMONTH ELEMENTARY AND BAYSIDE MIDDLE SCHOOLS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt086097
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt09218
IRS990EZ/SpecialEventsNetIncomeLossAmt024352
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt074479
IRS990EZ/TotalProgramServiceExpensesAmt086097
IRS990EZ/TotalRevenueAmt056960
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt034962
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt045092
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt080054
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt044
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt024
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt068
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt033570
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt026060
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt059630
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt044
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt024
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt068
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt02
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt050
IRS990ScheduleA/OtherIncome509Grp/TotalAmt052
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99910
IRS990ScheduleA/PublicSupportPY509Pct00.99900
IRS990ScheduleA/PublicSupportTotal509Amt0139684
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt068532
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt071152
IRS990ScheduleA/Total509Grp/TotalAmt0139684
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt068578
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt071226
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0139804
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt09218
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ROTR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt033570
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt033570
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt033570
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt033570
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt024352
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt09218
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt09218
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTREFUNDED BANK FEES 2
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTLICENSES AND FEES 74INSURANCE 380OFFICE EXPENSES 30GIFTS TO FPBS 71,475BANK FEES 7PAYPAL FEES 643LEGAL & PROFESSIONAL 500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION AMOUNTUNREALIZED GAIN ON INVESTMENT FUND 1,032PRIOR YEAR TRANSFER TO INV FUND (2,400)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other changes in net assets or fund balances Part I line 20
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NICOLE COOK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04142474167
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-12-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FOX POINT BAYSIDE EDUCATIONAL FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0FOXP
ReturnHeader/Filer/EIN0361762988
ReturnHeader/Filer/USAddress/AddressLine1Txt07300 N LOMBARDY RD
ReturnHeader/Filer/USAddress/CityNm0FOX POINT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0532173531
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ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-05-06
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.143.246.214
ReturnHeader/FilingSecurityInformation/IPDt02020-05-06
ReturnHeader/FilingSecurityInformation/IPTm011:33:49
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0264513576
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Wasserman & Shuff LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08375 S Howell Ave Ste 202
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Oak Creek
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0531548344
ReturnHeader/PreparerPersonGrp/PhoneNum04147647020
ReturnHeader/PreparerPersonGrp/PreparationDt02020-05-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gary Shuff
ReturnHeader/ReturnTs02020-05-06T11:32:28-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-09-01
ReturnHeader/TaxPeriodEndDt02019-08-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$115,516
Liabilities
$0
Net assets
$115,516
Revenue
$56,960
Expenses
$74,479
Net income
-$17,519
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