Civic Intelligence

Rose Glen PTO Inc.

990EZ • Fiscal year 2016 • EIN 39-1740341

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 14, 2016

Organization ProfileN/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.

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

69th percentile

13%

Higher net margin than 69% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

59th percentile

7.2%

Faster asset growth than 59% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

51st percentile

1.4%

Faster revenue growth than 51% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$97,180

Up $6,562 (+7.2%) from 2015

Net Assets

Up

$97,180

Up $6,562 (+7.2%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin69th percentile

Revenue

Up

$49,502

Up $707 (+1.4%) from 2015

Expenses

Down

$42,940

Down $4,088 (-8.7%) from 2015

Net Income

Up

$6,562

Up $4,795 (+271%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$300K$200K$100K$0Assets 2012: $86,938Net Assets 2012: $86,9382012Assets 2013: $77,668Liabilities 2013: $0Net Assets 2013: $77,6682013Assets 2014: $88,851Liabilities 2014: $0Net Assets 2014: $88,8512014Assets 2015: $90,618Liabilities 2015: $0Net Assets 2015: $90,6182015Assets 2016: $97,180Liabilities 2016: $0Net Assets 2016: $97,1802016Assets 2017: $99,529Liabilities 2017: $0Net Assets 2017: $99,5292017Assets 2018: $142,498Liabilities 2018: $0Net Assets 2018: $142,4982018Assets 2019: $102,049Liabilities 2019: $0Net Assets 2019: $102,0492019Assets 2020: $99,203Liabilities 2020: $0Net Assets 2020: $99,2032020Assets 2021: $121,151Liabilities 2021: $0Net Assets 2021: $121,1512021Assets 2022: $176,263Liabilities 2022: $0Net Assets 2022: $176,2632022Assets 2023: $210,176Liabilities 2023: $0Net Assets 2023: $210,1762023Assets 2024: $216,698Net Assets 2024: $216,6982024

Highlighted filing

2016

Assets$97,180
Liabilities$0
Net Assets$97,180
Open 2016 Filing

Operations Trend

Revenue Growth51st percentile

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

$100K$50K$0-$50KRevenue 2012: $51,177Expenses 2012: $44,504Net Income 2012: $6,6732012Revenue 2013: $46,574Expenses 2013: $55,845Net Income 2013: -$9,2712013Revenue 2014: $52,189Expenses 2014: $41,006Net Income 2014: $11,1832014Revenue 2015: $48,795Expenses 2015: $47,028Net Income 2015: $1,7672015Revenue 2016: $49,502Expenses 2016: $42,940Net Income 2016: $6,5622016Revenue 2017: $50,249Expenses 2017: $47,900Net Income 2017: $2,3492017Revenue 2018: $69,613Expenses 2018: $26,644Net Income 2018: $42,9692018Revenue 2019: $54,808Expenses 2019: $95,257Net Income 2019: -$40,4492019Revenue 2020: $37,250Expenses 2020: $40,096Net Income 2020: -$2,8462020Revenue 2021: $37,355Expenses 2021: $15,407Net Income 2021: $21,9482021Revenue 2022: $86,082Expenses 2022: $30,970Net Income 2022: $55,1122022Revenue 2023: $59,705Expenses 2023: $25,792Net Income 2023: $33,9132023Revenue 2024: $69,233Expenses 2024: $44,124Net Income 2024: $25,1092024

Highlighted filing

2016

Revenue$49,502
Expenses$42,940
Net Income$6,562
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 14, 2016
Return Version
2015v2.1
Gross Receipts
$88,566
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
ROSE GLEN PTO PROVIDES BOOKS, FIELD TRIPS, ASSEMBLIES,CLASSROOM SUPPLIES AND PLAYGROUND MAINTAINENCE NOT COVERED BY THE SCHOOL BUDGET.-$42,940
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANI WILLIAMSONPresident-$0--
ERICKA SMITHCo-Vice Pres-$0--
ANNAMARIE ERDMANSecretary-$0--
KATIE HOLTZENTreasurer-$0--
MICHELE DUTKIEWICZCo-Vice Pres-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Entertainment B$41,349$41,349$32,256$9,093
Chicken Bbq$38,106$38,106$582$37,524
Total Events$79,455$79,455$39,064$40,391
Filing and Contact Details

Filer

Filer Name
Rose Glen Pto Inc
EIN
39-1740341
Phone
2625444650
Address
W273 S3845 BROOKHILL DR, WAUKESHA, WI 53189-6403

Signing Officer

Name
Katie Holtzen
Title
Treasurer
Phone
2626139494
Signed
2016-11-14

Preparer

Firm
Broesch & Co Sc
Address
1733 MANHATTAN DR, WAUKESHA, WI 53186
Preparer
Julie Hilmer Ea
Phone
2625420852
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses program expenses 42,940 total 42,940”

Form 990-ez, Part III

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

Raw XML Appendix156 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0KATHLEEN HOLTZEN
IRS990EZ/BooksInCareOfDetail/PhoneNum02626139494
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0W273 S3845 BROOKHILL DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WAUKESHA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053189
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt090618
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt097180
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0130
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06562
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt090618
IRS990EZ/Form990TotalAssetsGrp/EOYAmt097180
IRS990EZ/FundraisingGrossIncomeAmt079455
IRS990EZ/GrossReceiptsAmt088566
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt046
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt090618
IRS990EZ/NetAssetsOrFundBalancesEOYAmt097180
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt090618
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt097180
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DANI WILLIAMSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ERICKA SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ANNAMARIE ERDMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KATIE HOLTZEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MICHELE DUTKIEWICZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-VICE PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CO-VICE PRES
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt042940
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE EVERY STUDENT WITH A GOOD EDUCATION AND RAISE MONEY THROUGH FUNDRAISING FOR SCHOOL/STUDENT PROGRAMS
IRS990EZ/ProgramServiceRevenueAmt08935
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ROSE GLEN PTO PROVIDES BOOKS, FIELD TRIPS, ASSEMBLIES,CLASSROOM SUPPLIES AND PLAYGROUND MAINTAINENCE NOT COVERED BY THE SCHOOL BUDGET.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt042940
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt039064
IRS990EZ/SpecialEventsNetIncomeLossAmt040391
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt042940
IRS990EZ/TotalProgramServiceExpensesAmt042940
IRS990EZ/TotalRevenueAmt049502
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0130
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0130
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt076
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt076
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt088436
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt088588
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt059997
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt087337
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0100284
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0424642
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt076
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt076
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99980
IRS990ScheduleA/PublicSupportPY509Pct00.99950
IRS990ScheduleA/PublicSupportTotal509Amt0424772
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt088566
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt088588
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt059997
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt087337
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0100284
IRS990ScheduleA/Total509Grp/TotalAmt0424772
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt088566
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt088588
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt059997
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt087337
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0100360
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0424848
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt039064
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ENTERTAINMENT B
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CHICKEN BBQ
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt06226
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt06226
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt041349
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt038106
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt079455
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt041349
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt038106
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt079455
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt040391
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt032838
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt032256
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0582
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES PROGRAM EXPENSES 42,940 TOTAL 42,940
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO PROVIDE EVERY STUDENT WITH A GOOD EDUCATION AND RAISE MONEY THROUGH FUNDRAISING FOR SCHOOL/STUDENT PROGRAMS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KATIE HOLTZEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02626139494
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROSE GLEN PTO INC
ReturnHeader/Filer/BusinessNameControlTxt0ROSE
ReturnHeader/Filer/EIN0391740341
ReturnHeader/Filer/PhoneNum02625444650
ReturnHeader/Filer/USAddress/AddressLine1Txt0W273 S3845 BROOKHILL DR
ReturnHeader/Filer/USAddress/CityNm0WAUKESHA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0531896403
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391715727
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BROESCH & CO SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01733 MANHATTAN DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WAUKESHA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053186
ReturnHeader/PreparerPersonGrp/PhoneNum02625420852
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIE HILMER EA
ReturnHeader/ReturnTs02016-11-15T10:09:02-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$97,180
Liabilities
$0
Net assets
$97,180
Revenue
$49,502
Expenses
$42,940
Net income
$6,562
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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