Civic Intelligence

Rose Glen PTO Inc.

990EZ • Fiscal year 2019 • EIN 39-1740341

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 14, 2019

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

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

6th percentile

-74%

Higher net margin than 6% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

16th percentile

-28%

Faster asset growth than 16% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

23rd percentile

-21%

Faster revenue growth than 23% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$102,049

Down $40,449 (-28%) from 2018

Net Assets

Down

$102,049

Down $40,449 (-28%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$54,808

Down $14,805 (-21%) from 2018

Expenses

Up

$95,257

Up $68,613 (+258%) from 2018

Net Income

Down

-$40,449

Down $83,418 (-194%) from 2018

Historical Trend

Balance Sheet Trend

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

2019

Assets$102,049
Liabilities$0
Net Assets$102,049

Operations Trend

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

2019

Revenue$54,808
Expenses$95,257
Net Income-$40,449
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 14, 2019
Return Version
2018v3.1
Gross Receipts
$62,347
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.$2,002$94,555
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHLEEN HOLTZENCo-President-$0--
SANDY MARINCICCo-President-$0--
ERYN VELIQUETTEVice Preside-$0--
MANISHA NABKESecretary-$0--
TRACY STITTLEBURGTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Chicken Bbq$42,034$42,034$1,240$40,794
Step It Up$14,659$14,659-$14,659
Total Events$56,693$56,693$7,539$49,154
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
Tracy Stittleburg
Title
Treasurer
Phone
2626139494
Signed
2019-11-14

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 bank fees 10 event expenses 6,685 program support 11,301 playground phase 1 71,245 impact & innovation zone 3,322 total 92,563

Form 990-ez, Part III

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

Raw XML Appendix168 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/BooksInCareOfDetail/PersonNm0TRACY STITTLEBURG
IRS990EZ/BooksInCareOfDetail/PhoneNum02626139494
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0W273 S3845 BROOKHILL DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WAUKESHA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053189
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0142498
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0102049
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01368
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-40449
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0692
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0142498
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0102049
IRS990EZ/FundraisingGrossIncomeAmt056693
IRS990EZ/GrantsAndSimilarAmountsPaidAmt02002
IRS990EZ/GrossReceiptsAmt062347
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0142
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0142498
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0102049
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0142498
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0102049
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KATHLEEN HOLTZEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SANDY MARINCIC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ERYN VELIQUETTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MANISHA NABKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TRACY STITTLEBURG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt092563
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/ProgramServiceRevenueAmt04144
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ROSE GLEN PTO PROVIDES BOOKS, FIELD TRIPS, ASSEMBLIES,CLASSROOM SUPPLIES AND PLAYGROUND MAINTENANCE NOT COVERED BY THE SCHOOL BUDGET.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt02002
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt094555
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt07539
IRS990EZ/SpecialEventsNetIncomeLossAmt049154
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt095257
IRS990EZ/TotalProgramServiceExpensesAmt094555
IRS990EZ/TotalRevenueAmt054808
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01368
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt026150
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0457
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0130
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt028105
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt046
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt046
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt060979
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt056034
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt058315
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt088436
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt088588
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0352352
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt046
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt046
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt0380457
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt062347
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt082184
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt058772
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt088566
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt088588
IRS990ScheduleA/Total509Grp/TotalAmt0380457
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt062347
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt058818
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt088566
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt088588
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0380503
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt07539
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CHICKEN BBQ
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0STEP IT UP
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt06299
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt06299
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt042034
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt014659
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt056693
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt042034
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt014659
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt056693
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt049154
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01240
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01240
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES BANK FEES 10 EVENT EXPENSES 6,685 PROGRAM SUPPORT 11,301 PLAYGROUND PHASE 1 71,245 IMPACT & INNOVATION ZONE 3,322 TOTAL 92,563
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/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/PersonNm0TRACY STITTLEBURG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02626139494
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-14
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/FilingSecurityInformation/AtSubmissionCreationDeviceId07715C14FFDF50B2D0670C2BE56A3576F08CFE47C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07715C14FFDF50B2D0670C2BE56A3576F08CFE47C
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0199.195.145.180
ReturnHeader/FilingSecurityInformation/IPDt02019-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm010:53:11
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/PreparationDt02019-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL M BROESCH EA
ReturnHeader/ReturnTs02019-11-13T10:53:11-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)3 • <$500k nonprofits