Rose Glen PTO Inc.

990EZ • Fiscal year 2014 • EIN 39-1740341

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 15, 2014

Organization Profile N/A

W273 S3845 Brookhill DrWaukesha, WI 53189-6403

(262) 544-4650

Siviq Scores

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

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

21%

Higher net margin than 78% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

14%

Faster asset growth than 67% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

12%

Faster revenue growth than 64% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet

Liabilities / Assets55th percentile

Assets

$88,851

Up $11,183 (+14%) from 2013

Net Assets

$88,851

Up $11,183 (+14%) from 2013

Liabilities

Flat

Flat from 2013

Revenue And Expenses

Liabilities / Revenue55th percentile Net Margin78th percentile

Revenue

$52,189

Up $5,615 (+12%) from 2013

Expenses

Down

$41,006

Down $14,839 (-27%) from 2013

Net Income

$11,183

Up $20,454 (+221%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

Highlighted filing

2014

Assets$88,851

Liabilities$0

Net Assets$88,851

Open 2014 Filing

Operations Trend

Revenue Growth64th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2014

Revenue$52,189

Expenses$41,006

Net Income$11,183

Open 2014 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2013 to Jun 30, 2014
Signed: Nov 15, 2014
Return Version: 2013v3.1
Gross Receipts: $59,997

Mission and Program Overview

Mission

To provide every student with a good education and raise money through fundraising for school/student programs

Program Services

Description	Grants	Expenses
BOOKS, FIELD TRIPS, ASSEMBLIES, CLASSROOM SUPPLIES, PLAYGROUND MAINTAINENCE	-	$41,006
BOOKS, FIELD TRIPS, ASSEMBLIES, CLASSROOM SUPPLIES	-	-

Compensation and Service Providers

Top Officer Pay74th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
LORI NOWAK	President	-	$0	-	-
KATE HALYBURTON	Vice Preside	-	$0	-	-
SUSAN JESSEN	Secretary	-	$0	-	-
BECKY WINKELMANN	Treasurer	-	$0	-	-

Fundraising, Events, and Gaming

Fundraising Events

Event	Gross Receipts	Gross Revenue	Direct Expenses	Net Income
Event 1	$45,694	$45,694	$7,808	$37,886
Event 2	$8,272	$8,272	-	$8,272
Total Events	$59,960	$59,960	$7,808	$52,152

Filing and Contact Details

Filer

EIN: 39-1740341
Phone: 2625444650

Signing Officer

Name: Becky Winkelmann
Title: Treasurer
Phone: 2625444650
Signed: 2014-11-15

Preparer

Preparer: Paul M Broesch Ea
Phone: 2625420852

Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses program expenses 41,006 total 41,006”

Form 990-ez, Part III

“To provide every student with a good education and raise money through fundraising for school/student programs”

Form 990-ez, Part III, Line 31

“Books, field trips, assemblies, classroom supplies”

Raw XML Appendix158 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
CompensationExplanation/CompensationExplanationGrp/PersonNm	0	LORI NOWAK
CompensationExplanation/CompensationExplanationGrp/PersonNm	1	KATE HALYBURTON
CompensationExplanation/CompensationExplanationGrp/PersonNm	2	SUSAN JESSEN
CompensationExplanation/CompensationExplanationGrp/PersonNm	3	BECKY WINKELMANN
IRS990EZ/ActivitiesNotPreviouslyRptInd	0	false
IRS990EZ/BooksInCareOfDetail/PersonNm	0	BECKY WINKELMANN
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	8153473141
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1	0	W273 S3845 BROOKHILL DR
IRS990EZ/BooksInCareOfDetail/USAddress/City	0	WAUKESHA
IRS990EZ/BooksInCareOfDetail/USAddress/State	0	WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode	0	53189
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	77668
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	88851
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	false
IRS990EZ/DonorAdvisedFndsInd	0	false
IRS990EZ/EngagedInExcessBenefitTransInd	0	false
IRS990EZ/ExcessOrDeficitForYearAmt	0	11183
IRS990EZ/FiledScheduleAInd	0	true
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form1120PolFiledInd	0	false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	77668
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	88851
IRS990EZ/FundraisingGrossIncomeAmt	0	59960
IRS990EZ/GrossReceiptsAmt	0	59997
IRS990EZ/InfoInScheduleOPartIIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InvestmentIncomeAmt	0	37
IRS990EZ/LobbyingActivitiesInd	0	false
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	77668
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	88851
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	77668
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	88851
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	2.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	2.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	2.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	3	2.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	LORI NOWAK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	KATE HALYBURTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	SUSAN JESSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	BECKY WINKELMANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	TREASURER
IRS990EZ/OperateHospitalInd	0	false
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	false
IRS990EZ/OrganizationHadUBIInd	0	false
IRS990EZ/OtherExpensesTotalAmt	0	41006
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	false
IRS990EZ/PrimaryExemptPurposeTxt	0	TO PROVIDE EVERY STUDENT WITH A GOOD EDUCATION AND RAISE MONEY THROUGH FUNDRAISING FOR SCHOOL/STUDENT PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	BOOKS, FIELD TRIPS, ASSEMBLIES, CLASSROOM SUPPLIES, PLAYGROUND MAINTAINENCE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	1	BOOKS, FIELD TRIPS, ASSEMBLIES, CLASSROOM SUPPLIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	41006
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SchoolOperatingInd	0	false
IRS990EZ/SpecialEventsDirectExpensesAmt	0	7808
IRS990EZ/SpecialEventsNetIncomeLossAmt	0	52152
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TotalExpensesAmt	0	41006
IRS990EZ/TotalProgramServiceExpensesAmt	0	41006
IRS990EZ/TotalRevenueAmt	0	52189
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	false
IRS990EZ/TypeOfOrganizationCorpInd	0	X
IRS990EZ/WebsiteAddressTxt	0	N/A
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt	0	76
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt	0	144
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt	0	195
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt	0	415
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt	0	59997
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt	0	87337
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt	0	100284
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt	0	83352
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt	0	103025
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt	0	433995
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt	0	76
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt	0	144
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt	0	195
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt	0	415
IRS990ScheduleA/InvestmentIncomeCYPct	0	0.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind	0	X
IRS990ScheduleA/PublicSupportCY509Pct	0	0.99900
IRS990ScheduleA/PublicSupportPY509Pct	0	0.99830
IRS990ScheduleA/PublicSupportTotal509Amt	0	433995
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind	0	X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt	0	59997
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt	0	87337
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt	0	100284
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt	0	83352
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt	0	103025
IRS990ScheduleA/Total509Grp/TotalAmt	0	433995
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt	0	59997
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt	0	87337
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt	0	100360
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt	0	83496
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt	0	103220
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt	0	434410
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt	0	7808
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt	0	45694
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt	0	8272
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt	0	5994
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt	0	59960
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt	0	45694
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt	0	8272
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt	0	5994
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt	0	59960
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt	0	CHICKEN BBQ
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt	0	FUNDRAISING
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt	0	52152
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt	0	7808
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt	0	7808
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt	0	1
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	EXPENSES PROGRAM EXPENSES 41,006 TOTAL 41,006
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	TO PROVIDE EVERY STUDENT WITH A GOOD EDUCATION AND RAISE MONEY THROUGH FUNDRAISING FOR SCHOOL/STUDENT PROGRAMS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	BOOKS, FIELD TRIPS, ASSEMBLIES, CLASSROOM SUPPLIES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS	0	2015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	BECKY WINKELMANN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	2625444650
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2014-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	ROSE GLEN PTO INC
ReturnHeader/Filer/BusinessNameControlTxt	0	ROSE
ReturnHeader/Filer/EIN	0	391740341
ReturnHeader/Filer/PhoneNum	0	2625444650
ReturnHeader/Filer/USAddress/AddressLine1	0	W273 S3845 BROOKHILL DR
ReturnHeader/Filer/USAddress/City	0	WAUKESHA
ReturnHeader/Filer/USAddress/State	0	WI
ReturnHeader/Filer/USAddress/ZIPCode	0	531896403
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	391715727
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1	0	BROESCH & CO SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1	0	1733 MANHATTAN DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City	0	WAUKESHA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State	0	WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode	0	53186
ReturnHeader/PreparerPersonGrp/PhoneNum	0	2625420852
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2014-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	PAUL M BROESCH EA
ReturnHeader/ReturnTs	0	2014-11-13T10:41:28-06:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2013-07-01
ReturnHeader/TaxPeriodEndDt	0	2014-06-30
ReturnHeader/TaxYr	0	2013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $88,851
Liabilities: $0
Net assets: $88,851
Revenue: $52,189
Expenses: $41,006
Net income: $11,183

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$2.17		$2.17	$0.69	$0.44	$0.25
2023Detailed filing. Detailed filing data is available for this year.	$2.10	$0.00	$2.10	$0.60	$0.26	$0.34
2022Detailed filing. Detailed filing data is available for this year.	$1.76	$0.00	$1.76	$0.86	$0.31	$0.55
2021Detailed filing. Detailed filing data is available for this year.	$1.21	$0.00	$1.21	$0.37	$0.15	$0.22
2020Detailed filing. Detailed filing data is available for this year.	$0.99	$0.00	$0.99	$0.37	$0.40	$0.03
2019Detailed filing. Detailed filing data is available for this year.	$1.02	$0.00	$1.02	$0.55	$0.95	$0.40
2018Detailed filing. Detailed filing data is available for this year.	$1.42	$0.00	$1.42	$0.70	$0.27	$0.43
2017Detailed filing. Detailed filing data is available for this year.	$1.00	$0.00	$1.00	$0.50	$0.48	$0.02
2016Detailed filing. Detailed filing data is available for this year.	$0.97	$0.00	$0.97	$0.50	$0.43	$0.07
2015Detailed filing. Detailed filing data is available for this year.	$0.91	$0.00	$0.91	$0.49	$0.47	$0.02
2014Detailed filing. Detailed filing data is available for this year.	$0.89	$0.00	$0.89	$0.52	$0.41	$0.11
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.	$0.78	$0.00	$0.78	$0.47	$0.56	$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.	$0.87		$0.87	$0.51	$0.45	$0.07