Civic Intelligence

Rose Glen PTO Inc.

990EZ • Fiscal year 2017 • EIN 39-1740341

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 09, 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

53rd percentile

4.7%

Higher net margin than 53% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

51st percentile

2.4%

Faster asset growth than 51% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

51st percentile

1.5%

Faster revenue growth than 51% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$99,529

Up $2,349 (+2.4%) from 2016

Net Assets

Up

$99,529

Up $2,349 (+2.4%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin53rd percentile

Revenue

Up

$50,249

Up $747 (+1.5%) from 2016

Expenses

Up

$47,900

Up $4,960 (+12%) from 2016

Net Income

Down

$2,349

Down $4,213 (-64%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth51st 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

2017

Assets$99,529
Liabilities$0
Net Assets$99,529
Open 2017 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

2017

Revenue$50,249
Expenses$47,900
Net Income$2,349
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 9, 2017
Return Version
2016v3.0
Gross Receipts
$58,817
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 MAINTENANCE NOT COVERED BY THE SCHOOL BUDGET.$3,561$47,900
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANI WILLIAMSONPresident-$0--
ERICKA SMITHVice Preside-$0--
ANNAMARIE ERDMANSecretary-$0--
KATIE HOLTZENTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Chicken Bbq$42,119$42,119$1,043$41,076
Eagle Dash$8,406$8,406$42$8,364
Total Events$50,525$50,525$8,568$41,957
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
2017-11-09

Preparer

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

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses event expenses 7,429 program support 10,461 playground equip 4,698 sound system 9,093 3d printer 1,500 classroom furniture 10,587 total 43,768”

Form 990-ez, Part III

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

Raw XML Appendix160 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/BOYAmt097180
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt099529
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0457
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02349
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0571
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt097180
IRS990EZ/Form990TotalAssetsGrp/EOYAmt099529
IRS990EZ/FundraisingGrossIncomeAmt050525
IRS990EZ/GrantsAndSimilarAmountsPaidAmt03561
IRS990EZ/GrossReceiptsAmt058817
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt046
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt097180
IRS990EZ/NetAssetsOrFundBalancesEOYAmt099529
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt097180
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt099529
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DANI WILLIAMSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ERICKA SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ANNAMARIE ERDMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KATIE HOLTZEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt043768
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/ProgramServiceRevenueAmt07789
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ROSE GLEN PTO PROVIDES BOOKS, FIELD TRIPS, ASSEMBLIES,CLASSROOM SUPPLIES AND PLAYGROUND MAINTENANCE NOT COVERED BY THE SCHOOL BUDGET.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt03561
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt047900
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt08568
IRS990EZ/SpecialEventsNetIncomeLossAmt041957
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt047900
IRS990EZ/TotalProgramServiceExpensesAmt047900
IRS990EZ/TotalRevenueAmt050249
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0457
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0130
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0587
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt046
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt046
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt058315
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt088436
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt088588
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt059997
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt087337
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0382673
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt046
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt046
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct00.99980
IRS990ScheduleA/PublicSupportTotal509Amt0383260
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt058772
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt088566
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt088588
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt059997
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt087337
IRS990ScheduleA/Total509Grp/TotalAmt0383260
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt058818
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt088566
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt088588
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt059997
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt087337
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0383306
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt01526
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt01526
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt08568
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CHICKEN BBQ
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0EAGLE DASH
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt05957
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt05957
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt042119
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt08406
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt050525
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt042119
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt08406
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt050525
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt041957
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01085
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01043
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt042
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES EVENT EXPENSES 7,429 PROGRAM SUPPORT 10,461 PLAYGROUND EQUIP 4,698 SOUND SYSTEM 9,093 3D PRINTER 1,500 CLASSROOM FURNITURE 10,587 TOTAL 43,768
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/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KATIE HOLTZEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02626139494
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-09
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/FilingSecurityInformation/AtSubmissionCreationDeviceId00504582308190166CAB10B08FD34D8A348FA9981
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E01B9EDF8B058F245A186C0152D97E674DF244EA
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/PreparationDt02017-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL M BROESCH EA
ReturnHeader/ReturnTs02017-11-08T13:17:57-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$99,529
Liabilities
$0
Net assets
$99,529
Revenue
$50,249
Expenses
$47,900
Net income
$2,349
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