Civic Intelligence

Fox Point Bayside Educational Foundation Inc.

990EZ • Fiscal year 2024 • EIN 36-1762988

Sep 01, 2023 to Aug 31, 2024 • Filed on Dec 02, 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

61st percentile

0.00x

Higher debt load relative to assets than 61% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

68th percentile

0.01x

Higher debt load relative to revenue than 68% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

64th percentile

11%

Higher net margin than 64% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

65th percentile

11%

Faster asset growth than 65% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

38th percentile

-6.1%

Faster revenue growth than 38% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$178,175

Up $18,030 (+11%) from 2023

Net Assets

Up

$177,475

Up $17,330 (+11%) from 2023

Liabilities

Up

$700

Up $700 from 2023

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin64th percentile

Revenue

Down

$54,653

Down $3,548 (-6.1%) from 2023

Expenses

Up

$48,464

Up $9,611 (+25%) from 2023

Net Income

Down

$6,189

Down $13,159 (-68%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth65th 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

2024

Assets$178,175
Liabilities$700
Net Assets$177,475
Open 2024 Filing

Operations Trend

Revenue Growth38th 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

2024

Revenue$54,653
Expenses$48,464
Net Income$6,189
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Dec 2, 2024
Return Version
2023v5.1
Gross Receipts
$77,606
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.-$71,417
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

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

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Trailblazing$28,410$28,410$22,953$5,457
Total Events$28,410$28,410$22,953$5,457
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
2024-12-02
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 79insurance 669gifts to fpbs 43,620website costs 360endowment fund administrative fee 921bank fees 99office expense 31”

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

“Description amountunrealized gain/loss 11,141”

Description of total liabilities Part II line 26

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

Raw XML Appendix173 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/CityNm0FOX POINT
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IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0160145
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IRS990EZ/LobbyingActivitiesInd0false
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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/OtherChangesInNetAssetsAmt011141
IRS990EZ/OtherExpensesTotalAmt045779
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT EDUCATIONAL OPPORTUNITIES
IRS990EZ/PrintingPublicationsPostageAmt01985
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DEDICATED TO ENHANCING THE LEARNING ENVIRONMENT OF STUDENTS AT STORMONTH ELEMENTARY AND BAYSIDE MIDDLE SCHOOLS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt071417
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt022953
IRS990EZ/SpecialEventsNetIncomeLossAmt05457
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0700
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt048464
IRS990EZ/TotalProgramServiceExpensesAmt071417
IRS990EZ/TotalRevenueAmt054653
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt048300
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt059752
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt031202
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0126024
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt047739
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0313017
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0896
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt037
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0102
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt074
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01643
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt028410
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt022400
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt06550
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt053250
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt032790
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0143400
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0896
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt037
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0534
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0102
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt074
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01643
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99640
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IRS990ScheduleA/PublicSupportTotal509Amt0456417
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt076710
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt077606
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt038286
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0179376
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt080603
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0458060
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt022953
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0TRAILBLAZING
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt028410
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt022953
IRS990ScheduleG/LicensedStatesCd0WI
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTLICENSE 79INSURANCE 669GIFTS TO FPBS 43,620WEBSITE COSTS 360ENDOWMENT FUND ADMINISTRATIVE FEE 921BANK FEES 99OFFICE EXPENSE 31
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTUNREALIZED GAIN/LOSS 11,141
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CATEGORY BEGINNING OF YEAR END OF YEARACCOUNTS PAYABLE 0 700
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other changes in net assets or fund balances Part I line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of total liabilities Part II line 26
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RACHEL WEINBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04142474167
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-12-02
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/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02024-12-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gary Shuff
ReturnHeader/ReturnTs02024-12-12T11:12:10-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-09-01
ReturnHeader/TaxPeriodEndDt02024-08-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$178,175
Liabilities
$700
Net assets
$177,475
Revenue
$54,653
Expenses
$48,464
Net income
$6,189
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