Civic Intelligence

Summit View Parent Teacher Organization

EIN 39-1734955 • 501(c)3 • Waukesha, WI

Pub. 78 Eligible990-N Coverage

Profile

To promote the welfare of children and youth at Summit View Elementary

2100 Summit AveWaukesha, WI 53188

n/A

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

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

Liabilities / Revenue

61st percentile

0.00x

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

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

Net Margin

22nd percentile

-23%

Higher net margin than 22% of similar nonprofits.

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

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% 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

-14%

Faster asset growth than 34% of similar nonprofits.

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

Revenue Growth

76th percentile

27%

Faster revenue growth than 76% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$54,621

Down $9,248 (-14%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$54,621

Down $9,248 (-14%) from 2024

Operations
Liabilities / Revenue61st percentileNet Margin22nd percentile

Revenue

Up

$39,690

Up $8,362 (+27%) from 2024

Expenses

Up

$48,938

Up $18,665 (+62%) from 2024

Net Income

Down

-$9,248

Down $10,303 (-977%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth34th percentile

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

$150K$100K$50K$0Assets 2014: $71,547Liabilities 2014: $02014Assets 2016: $61,290Liabilities 2016: $0Net Assets 2016: $61,2902016Assets 2017: $92,362Liabilities 2017: $0Net Assets 2017: $92,3622017Assets 2018: $89,021Liabilities 2018: $02018Assets 2019: $108,183Liabilities 2019: $02019Assets 2020: $77,277Liabilities 2020: $02020Assets 2021: $81,750Liabilities 2021: $02021Assets 2023: $62,814Liabilities 2023: $0Net Assets 2023: $62,8142023Assets 2024: $63,869Liabilities 2024: $0Net Assets 2024: $63,8692024Assets 2025: $54,621Liabilities 2025: $0Net Assets 2025: $54,6212025

Highlighted filing

2025

Assets$54,621
Liabilities$0
Net Assets$54,621
Open 2025 Filing

Operations Trend

Revenue Growth76th percentile

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

$100K$50K$0-$50KRevenue 2014: $63,387Expenses 2014: $48,035Net Income 2014: $15,3522014Revenue 2016: $54,812Expenses 2016: $45,159Net Income 2016: $9,6532016Revenue 2017: $61,405Expenses 2017: $30,333Net Income 2017: $31,0722017Revenue 2018: $62,954Expenses 2018: $66,295Net Income 2018: -$3,3412018Revenue 2019: $66,968Expenses 2019: $47,806Net Income 2019: $19,1622019Revenue 2020: $48,380Expenses 2020: $79,285Net Income 2020: -$30,9052020Revenue 2021: $26,429Expenses 2021: $21,957Net Income 2021: $4,4722021Revenue 2023: $38,244Expenses 2023: $61,350Net Income 2023: -$23,1062023Revenue 2024: $31,328Expenses 2024: $30,273Net Income 2024: $1,0552024Revenue 2025: $39,690Expenses 2025: $48,938Net Income 2025: -$9,2482025

Highlighted filing

2025

Revenue$39,690
Expenses$48,938
Net Income-$9,248
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$54,621
Liabilities
$0
Net assets
$54,621
Revenue
$39,690
Expenses
$48,938
Net income
-$9,248
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.40$0.49$0.09
2024Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.31$0.30$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.38$0.61$0.23
2021Summary only. Only limited summary data is available for this year.$0.82$0.00$0.26$0.22$0.04
2020Summary only. Only limited summary data is available for this year.$0.77$0.00$0.48$0.79$0.31
2019Summary only. Only limited summary data is available for this year.$1.08$0.00$0.67$0.48$0.19
2018Summary only. Only limited summary data is available for this year.$0.89$0.00$0.63$0.66$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.61$0.30$0.31
2016Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.55$0.45$0.10
2014Summary only. Only limited summary data is available for this year.$0.72$0.00$0.63$0.48$0.15
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Oct 6, 2025
Return Version
2024v5.0
Gross Receipts
$56,058
Mission and Program Overview

Mission

To promote the welfare of children and youth at Summit View Elementary

To promote the welfare of chidren and youth at summit view elementary, parent teacher organization

Program Services

DescriptionGrantsExpenses
The PTO sponsors activities to promote the welfare of children and youth at Summit View Elementary. The activities are to promote unity between students, parents, teachers, and staff through social functions and interactions. These activities include helping to fund bussing for class field trips, art programs, supplies for students and teachers, etc.$0$48,938
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Angela HudyPresident-$0--
Destyne MartinVice-President-$0--
Janice WatkinsSecretary-$0--
Linda KunzTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Walk-A-Thon$20,326$20,326$1,180$19,146
Read-A-Thon$8,690$8,690$118$8,572
Total Events$34,888$34,888$6,517$28,371
Filing and Contact Details

Filer

Filer Name
Summit View Parent Teacher Organization
EIN
39-1734955
Phone
2629702600
Address
2100 Summit Ave, Waukesha, WI 53188

Signing Officer

Name
Linda Kunz
Title
Treasurer
Phone
2623914977
Signed
2025-10-06
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“Description;Amount^Assemblies;1140|Field Trips;4920|Building and Grounds;1977|Staff and Student Recognition;2296|Technology;2122|Teacher and Student Supplies;9432|PBIS;1000|Health and Wellness;236|Student Activities;1923|New Tables and Chairs for Classrooms;21992|Operating Expenses;1900^Total;48938^”

Form 990-EZ, Part II, Line 24

“Description;EOY Amount^Spirit Wear Inventory;1575^Total;1575^”

Raw XML Appendix206 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/BenefitsPaidToOrForMembersAmt00
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IRS990EZ/BooksInCareOfDetail/PhoneNum02623914977
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02100 Summit Ave
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Waukesha
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053188
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt062165
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IRS990EZ/ExcessOrDeficitForYearAmt0-9248
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IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
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IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/OccupancyRentUtltsAndMaintAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Angela Hudy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Destyne Martin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Janice Watkins
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Linda Kunz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01704
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01575
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt048938
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE THE WELFARE OF CHIDREN AND YOUTH AT SUMMIT VIEW ELEMENTARY, PARENT TEACHER ORGANIZATION
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The PTO sponsors activities to promote the welfare of children and youth at Summit View Elementary. The activities are to promote unity between students, parents, teachers, and staff through social functions and interactions. These activities include helping to fund bussing for class field trips, art programs, supplies for students and teachers, etc.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt048938
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
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IRS990EZ/SpecialEventsNetIncomeLossAmt032889
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WI
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt048938
IRS990EZ/TotalProgramServiceExpensesAmt048938
IRS990EZ/TotalRevenueAmt039690
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The officers of this organization are all parents at Summit View Elementary, the supported organization. None of the officers hold a position at Summit View Elementary.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part IV, Section C, Line 1
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0396005053
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt048938
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Summit View Elementary
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt048938
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt06517
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt00
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IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0500
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Walk-A-Thon
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Read-A-Thon
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt0532
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt00
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IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt0940
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt020326
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt05872
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt034888
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt020326
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt08690
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt05872
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt034888
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt028371
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt0668
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt0668
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt03111
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt04409
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01180
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0118
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^Assemblies;1140|Field Trips;4920|Building and Grounds;1977|Staff and Student Recognition;2296|Technology;2122|Teacher and Student Supplies;9432|PBIS;1000|Health and Wellness;236|Student Activities;1923|New Tables and Chairs for Classrooms;21992|Operating Expenses;1900^Total;48938^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description;EOY Amount^Spirit Wear Inventory;1575^Total;1575^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part II, Line 24
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Linda Kunz
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum02623914977
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUMMIT VIEW PARENT TEACHER ORGANIZATION
ReturnHeader/Filer/BusinessNameControlTxt0SUMM
ReturnHeader/Filer/EIN0391734955
ReturnHeader/Filer/PhoneNum02629702600
ReturnHeader/Filer/USAddress/AddressLine1Txt02100 Summit Ave
ReturnHeader/Filer/USAddress/CityNm0Waukesha
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053188
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02025-10-06T16:55:39-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-06-01
ReturnHeader/TaxPeriodEndDt02025-05-31
ReturnHeader/TaxYr02024

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