Civic Intelligence

Rose Glen PTO Inc.

990EZ • Fiscal year 2020 • EIN 39-1740341

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 23, 2020

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

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

30th percentile

-7.6%

Higher net margin than 30% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

37th percentile

-2.8%

Faster asset growth than 37% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

34th percentile

-32%

Faster revenue growth than 34% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$99,203

Down $2,846 (-2.8%) from 2019

Net Assets

Down

$99,203

Down $2,846 (-2.8%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$37,250

Down $17,558 (-32%) from 2019

Expenses

Down

$40,096

Down $55,161 (-58%) from 2019

Net Income

Up

-$2,846

Up $37,603 (+93%) from 2019

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

2020

Assets$99,203
Liabilities$0
Net Assets$99,203

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

2020

Revenue$37,250
Expenses$40,096
Net Income-$2,846
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 23, 2020
Return Version
2019v5.1
Gross Receipts
$55,223
Mission and Program Overview

Mission

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

To provide every student with a good education

Program Services

DescriptionGrantsExpenses
THE PTO PROVIDES BOOKS, FIELD TRIPS, ASSEMBLIES, CLASSROOM SUPPLIES AND PLAYGROUND MAINTENANCE NOT COVERED BY THE SCHOOL BUDGET.-$40,096
Compensation and Service Providers

Employees

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

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising Programs$38,537$38,537$17,973$20,564
Total Events$38,537$38,537$17,973$20,564
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
Kathleen Holtzen
Title
Copresident
Signed
2020-10-23
Discuss with paid preparer
No

Preparer

Firm
Scrima Kabitzke & Co Sc
Address
328 W SUNSET DR, WAUKESHA, WI 53189
Preparer
Robert W Kabitzke
Phone
2625428401
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8, Other Revenue

Other revenue 664

Form 990-EZ, Part I, Line 16, Other Expenses

Supplies 1,620

Form 990-EZ, Part I, Line 16, Other Expenses

EVENT EXPENSES 1,261

Form 990-EZ, Part I, Line 16, Other Expenses

GUATAMALA 100

Form 990-EZ, Part I, Line 16, Other Expenses

MATH IN A BAG 95

Form 990-EZ, Part I, Line 16, Other Expenses

CLASSROOM ALLOCATION 899

Form 990-EZ, Part I, Line 16, Other Expenses

Program and grade expenses 35,308

Raw XML Appendix178 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/PersonNm0KATIE HOLTZEN
IRS990EZ/BooksInCareOfDetail/PhoneNum02626139494
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0W273S3845 BROOKHILL DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WAUKESHA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053189
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0102049
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IRS990EZ/ForeignOfficeInd0false
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IRS990EZ/FundraisingGrossIncomeAmt038537
IRS990EZ/GrossReceiptsAmt055223
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SANDY MARINCIC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KATHLEEN HOLTZEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ERYN VALIQUETTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TRACY STITTLEBURG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MANISHA NABKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt039283
IRS990EZ/OtherRevenueTotalAmt0664
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To provide every student with a good education
IRS990EZ/ProgramServiceRevenueAmt013383
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE PTO PROVIDES BOOKS, FIELD TRIPS, ASSEMBLIES, CLASSROOM SUPPLIES AND PLAYGROUND MAINTENANCE NOT COVERED BY THE SCHOOL BUDGET.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt040096
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt017973
IRS990EZ/SpecialEventsNetIncomeLossAmt020564
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt040096
IRS990EZ/TotalProgramServiceExpensesAmt040096
IRS990EZ/TotalRevenueAmt037250
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02565
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01368
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt026150
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0457
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0130
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt030670
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt074
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IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0120
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt034611
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt060979
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt058315
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt088436
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0298375
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt074
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IRS990ScheduleA/InvestmentIncomeCYPct00.00040
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct00.99960
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0329045
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt037176
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt062347
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt088566
IRS990ScheduleA/Total509Grp/TotalAmt0329045
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt037250
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt058818
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt088566
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0329165
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt017973
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUNDRAISING PROGRAMS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt038537
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt038537
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt038537
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt038537
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt020564
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt017973
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt017973
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Other revenue 664
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Supplies 1,620
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EVENT EXPENSES 1,261
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GUATAMALA 100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MATH IN A BAG 95
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CLASSROOM ALLOCATION 899
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PROGRAM AND GRADE EXPENSES 35,308
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8, Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHLEEN HOLTZEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0COPRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-23
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/AtSubmissionCreationDeviceId0EC438C3A8983FE85AAA9DE5BA00933D03A1D9880
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A91336605F37A6E3BB6BF780AAE1963CD54D5EF4
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt099.17.252.62
ReturnHeader/FilingSecurityInformation/IPDt02020-10-27
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:37:47
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCRIMA KABITZKE & CO SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0328 W SUNSET DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WAUKESHA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053189
ReturnHeader/PreparerPersonGrp/PhoneNum02625428401
ReturnHeader/PreparerPersonGrp/PreparationDt02020-10-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT W KABITZKE
ReturnHeader/ReturnTs02020-10-23T10:53:04-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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Filings