Civic Intelligence

Fox Point Bayside Educational Foundation Inc.

990EZ • Fiscal year 2023 • EIN 36-1762988

Sep 01, 2022 to Aug 31, 2023 • Filed on Jan 30, 2024

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

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

83rd percentile

33%

Higher net margin than 83% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

71st percentile

17%

Faster asset growth than 71% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

82nd percentile

53%

Faster revenue growth than 82% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$160,145

Up $23,291 (+17%) from 2022

Net Assets

Up

$160,145

Up $23,291 (+17%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin83rd percentile

Revenue

Up

$58,201

Up $20,220 (+53%) from 2022

Expenses

Up

$38,853

Up $4,485 (+13%) from 2022

Net Income

Up

$19,348

Up $15,735 (+436%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth71st 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

2023

Assets$160,145
Liabilities$0
Net Assets$160,145
Open 2023 Filing

Operations Trend

Revenue Growth82nd 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

2023

Revenue$58,201
Expenses$38,853
Net Income$19,348
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2022 to Aug 31, 2023
Signed
Jan 30, 2024
Return Version
2022v5.0
Gross Receipts
$79,867
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.-$60,519
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RACHEL WEINBERGPresidentPT$0--
JUANITA PROBSTTreasurer-$0--
NICOLE COOKVice President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Trailblazing$35,613$35,613$21,666$13,947
Total Events$35,613$35,613$21,666$13,947
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
Rachel Weinberg
Title
President
Phone
4142474167
Signed
2024-01-30
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 amountlicense 129insurance 665gifts to fpbs 34,014website costs 240endowment fund administrative fee 971”

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

“Description amountunrealized gain/loss 3,943”

Raw XML Appendix177 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/USAddress/CityNm0FOX POINT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053217
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0136854
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0160145
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IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0650
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/LandAndBuildingsGrp/BOYAmt00
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0160145
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RACHEL WEINBERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JUANITA PROBST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2NICOLE COOK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt03943
IRS990EZ/OtherExpensesTotalAmt036019
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT EDUCATIONAL OPPORTUNITIES
IRS990EZ/PrintingPublicationsPostageAmt02184
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DEDICATED TO ENHANCING THE LEARNING ENVIRONMENT OF STUDENTS AT STORMONTH ELEMENTARY AND BAYSIDE MIDDLE SCHOOLS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt060519
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt021666
IRS990EZ/SpecialEventsNetIncomeLossAmt012989
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt038853
IRS990EZ/TotalProgramServiceExpensesAmt060519
IRS990EZ/TotalRevenueAmt058201
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt059752
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt031202
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0126024
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt047739
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt034962
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0299679
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt037
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0534
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0102
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt074
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt044
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0791
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt022400
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt06550
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt053250
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt032790
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt033570
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0148560
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt037
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0534
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0102
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt074
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt044
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0791
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt02
IRS990ScheduleA/OtherIncome509Grp/TotalAmt02
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99820
IRS990ScheduleA/PublicSupportPY509Pct00.99930
IRS990ScheduleA/PublicSupportTotal509Amt0448239
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt082152
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt037752
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0179274
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt080529
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt068532
IRS990ScheduleA/Total509Grp/TotalAmt0448239
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt082189
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt038286
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0179376
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt080603
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt068578
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0449032
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt021666
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0TRAILBLAZING
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt035613
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt035613
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt035613
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt035613
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt013947
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt021666
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt021666
IRS990ScheduleG/LicensedStatesCd0WI
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTLICENSE 129INSURANCE 665GIFTS TO FPBS 34,014WEBSITE COSTS 240ENDOWMENT FUND ADMINISTRATIVE FEE 971
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTUNREALIZED GAIN/LOSS 3,943
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other changes in net assets or fund balances Part I line 20
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RACHEL WEINBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04142474167
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-01-30
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
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0264513576
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Wasserman Shuff & Co 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/PreparationDt02024-02-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gary Shuff
ReturnHeader/ReturnTs02024-02-20T12:13:47-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RACHEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WEINBERG
ReturnHeader/TaxPeriodBeginDt02022-09-01
ReturnHeader/TaxPeriodEndDt02023-08-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$160,145
Liabilities
$0
Net assets
$160,145
Revenue
$58,201
Expenses
$38,853
Net income
$19,348
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