Civic Intelligence

Summit View Parent Teacher Organization

990EZ • Fiscal year 2024 • EIN 39-1734955

Jun 01, 2023 to May 31, 2024 • Filed on Sep 06, 2024

Organization ProfileN/A
2100 Summit AvenueWaukesha, WI 53188

(262) 970-2600

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

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

Liabilities / Revenue

57th percentile

0.00x

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

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

Net Margin

50th percentile

3.4%

Higher net margin than 50% 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

51st percentile

1.7%

Faster asset growth than 51% of similar nonprofits.

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

Revenue Growth

27th percentile

-18%

Faster revenue growth than 27% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$63,869

Up $1,055 (+1.7%) from 2023

Net Assets

Up

$63,869

Up $1,055 (+1.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin50th percentile

Revenue

Down

$31,328

Down $6,916 (-18%) from 2023

Expenses

Down

$30,273

Down $31,077 (-51%) from 2023

Net Income

Up

$1,055

Up $24,161 (+105%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$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

2024

Assets$63,869
Liabilities$0
Net Assets$63,869
Open 2024 Filing

Operations Trend

Revenue Growth27th percentile

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

2024

Revenue$31,328
Expenses$30,273
Net Income$1,055
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2023 to May 31, 2024
Signed
Sep 6, 2024
Return Version
2023v5.1
Gross Receipts
$31,328
Mission and Program Overview

Mission

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

Parent Teacher Organization

Program Services

DescriptionGrantsExpenses
Support Summit View Elementary School-$30,273
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Monica RettslagCo-Vice Pres-$0--
Stephanie FidlinCo-President-$0--
Sarah WilkeCo-President-$0--
Heather NicolettCo-Secretary-$0--
Erica BenavidesCo-Vice Pres-$0--
Angela HudyCo-Secretary-$0--
Chris SchankTreasurer-$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Chris Schank
Title
Treasurer
Signed
2024-09-06
Discuss with paid preparer
Yes

Preparer

Firm
Sanft Accounting and Tax LLC
Address
823 E MAIN ST STE A, WATERTOWN, WI 53094
Preparer
Daniel C Sanft MBA CPA CGMA
Phone
9202618800
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Classroom Supplies $11532”

Other Expenses.2

“Playground Equipment $5957”

Other Expenses.3

“Staff & Student Recognition $3512”

Other Expenses.4

“Field Trip Costs $3198”

Other Expenses.5

“Assemblies $2200”

Other Expenses.6

“Technology $2000”

Other Expenses.7

“Health & Wellness $828”

Other Expenses.8

“Student Activities $448”

Other Expenses.9

“Building & Grounds $359”

Other Expenses.10

“Office Expenses $239”

Other Assets.1010

“Inventories - Beginning $479 Inventories - Ending $1704”

Raw XML Appendix190 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/OfficerDirectorTrusteeEmplGrp/TitleTxt4Co-Vice Pres
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Co-Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0479
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01704
IRS990EZ/OtherExpensesTotalAmt030273
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Parent Teacher Organization
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt030273
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt018090
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
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IRS990EZ/TotalRevenueAmt031328
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt09222
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt010572
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt019794
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt022093
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt039702
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt061795
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt013
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt050274
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt081602
IRS990ScheduleG/CharitableDistributionRqrInd0false
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/GamingInformationGrp/GrossRevenueOtherGamingAmt018090
IRS990ScheduleG/GamingInformationGrp/GrossRevenueTotalGamingAmt018090
IRS990ScheduleG/GamingInformationGrp/NetGamingIncomeSummaryAmt018090
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborBingoInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborPullTabsInd0false
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IRS990ScheduleG/GamingWithNonmembersInd0false
IRS990ScheduleG/LicensedInd0true
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Classroom Supplies $11532
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Playground Equipment $5957
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Staff & Student Recognition $3512
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Field Trip Costs $3198
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Assemblies $2200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Technology $2000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Health & Wellness $828
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Student Activities $448
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Building & Grounds $359
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Office Expenses $239
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Inventories - Beginning $479 Inventories - Ending $1704
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Assets.1010
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Chris Schank
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Summit View Parent Teacher Organization
ReturnHeader/Filer/BusinessNameControlTxt0SUMM
ReturnHeader/Filer/EIN0391734955
ReturnHeader/Filer/PhoneNum02629702600
ReturnHeader/Filer/USAddress/AddressLine1Txt02100 Summit Avenue
ReturnHeader/Filer/USAddress/CityNm0Waukesha
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053188
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203763598
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SANFT ACCOUNTING AND TAX LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0823 E MAIN ST STE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WATERTOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053094
ReturnHeader/PreparerPersonGrp/PhoneNum09202618800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Daniel C Sanft MBA CPA CGMA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-09-16T11:16:18-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-06-01
ReturnHeader/TaxPeriodEndDt02024-05-31
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
$63,869
Liabilities
$0
Net assets
$63,869
Revenue
$31,328
Expenses
$30,273
Net income
$1,055
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