Civic Intelligence

Bethesda Parent Teacher Organization Inc

EIN 39-1794473 • 501(c)3 • Waukesha, WI

Profile

Support bethesda elementary school

730 S University DrWaukesha, WI 53188

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

15th percentile

-45%

Higher net margin than 15% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

27th percentile

-29%

Faster asset growth than 27% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

35th percentile

-18%

Faster revenue growth than 35% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$30,855

Down $12,539 (-29%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$30,855

Down $12,539 (-29%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin15th percentile

Revenue

Down

$28,056

Down $6,244 (-18%) from 2023

Expenses

Up

$40,595

Up $5,791 (+17%) from 2023

Net Income

Down

-$12,539

Down $12,035 (-2388%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth27th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2011: $40,423Liabilities 2011: $02011Assets 2012: $35,574Liabilities 2012: $02012Assets 2020: $31,597Liabilities 2020: $02020Assets 2021: $47,310Liabilities 2021: $02021Assets 2022: $43,898Liabilities 2022: $0Net Assets 2022: $43,8982022Assets 2023: $43,394Liabilities 2023: $0Net Assets 2023: $43,3942023Assets 2024: $30,855Liabilities 2024: $0Net Assets 2024: $30,8552024

Highlighted filing

2024

Assets$30,855
Liabilities$0
Net Assets$30,855
Open 2024 Filing

Operations Trend

Revenue Growth35th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2011: $52,948Expenses 2011: $51,747Net Income 2011: $1,2012011Revenue 2012: $63,214Expenses 2012: $74,524Net Income 2012: -$11,3102012Revenue 2020: $40,027Expenses 2020: $38,813Net Income 2020: $1,2142020Revenue 2021: $40,443Expenses 2021: $24,730Net Income 2021: $15,7132021Revenue 2022: $53,483Expenses 2022: $58,089Net Income 2022: -$4,6062022Revenue 2023: $34,300Expenses 2023: $34,804Net Income 2023: -$5042023Revenue 2024: $28,056Expenses 2024: $40,595Net Income 2024: -$12,5392024

Highlighted filing

2024

Revenue$28,056
Expenses$40,595
Net Income-$12,539
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30,855
Liabilities
$0
Net assets
$30,855
Revenue
$28,056
Expenses
$40,595
Net income
-$12,539
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$30.9$0.00$30.9$28.1$40.6$12.5
2023Detailed filing. Detailed filing data is available for this year.$43.4$0.00$43.4$34.3$34.8$0.50
2022Detailed filing. Detailed filing data is available for this year.$43.9$0.00$43.9$53.5$58.1$4.61
2021Summary only. Only limited summary data is available for this year.$47.3$0.00$40.4$24.7$15.7
2020Summary only. Only limited summary data is available for this year.$31.6$0.00$40.0$38.8$1.21
2012Summary only. Only limited summary data is available for this year.$35.6$0.00$63.2$74.5$11.3
2011Summary only. Only limited summary data is available for this year.$40.4$0.00$52.9$51.7$1.20
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Jul 8, 2024
Return Version
2023v5.1
Gross Receipts
$43,455
Mission and Program Overview

Mission

Support bethesda elementary school

Program Services

DescriptionGrantsExpenses
GRADE LEVEL TEACHING SUPPLIES, TEACHER ALLOCATIONS, PHY ED ALLOCATION, FIELD TRIPS, FURNITURE FOR THE SCHOOL, BOOKS, CLASSROOM SUPPLIES, MISC SMALL SERVICES$0$20,725
PROVIDED DIRECT TEACHER SUPPORT FOR CLASSROOM SUPPLIES$0$7,975
PROVIDED DIRECT SCHOOL SUPPORT FOR SCHOOL SUPPLIES$0$7,000
PAID FOR UPDATED BUILDING SIGNAGE AT SCHOOL$0$4,895
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMANDA AVILAPresident-$0--
KAREN FRALEYVice President-$0--
KORILYN HECKERSecretary-$0--
CHRIS REMITZTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Walk$15,472$15,472$1,228$14,244
Dinner$13,831$13,831$211$13,620
Total Events$29,303$29,303$10,796$18,507
Filing and Contact Details

Filer

Filer Name
Bethesda Parent Teacher Organization Inc
EIN
39-1794473
Phone
2629701300
Address
730 S UNIVERSITY DR, WAUKESHA, WI 53188

Signing Officer

Name
Chris Remitz
Title
Treasurer
Phone
2629701300
Signed
2024-07-08
Discuss with paid preparer
Yes

Preparer

Firm
Remitz Tax and Accounting LLC
Address
2717 Oakcrest Dr, Waukesha, WI 53188
Preparer
Christopher Remitz CPA
Phone
2622786597
Supplemental Narrative

Additional Explanations

Pt III, Line 31

“Grade level teaching supplies, teacher allocations, phy ed allocation, field trips, furniture for the school, books, classroom supplies, misc small services”

Form 990EZ, Part I, Line 16

“PROGRAM SERVICES 40595.”

Raw XML Appendix189 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/PersonNm0CHRIS REMITZ
IRS990EZ/BooksInCareOfDetail/PhoneNum02629701305
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0730 S UNIVERSITY DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WAUKESHA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053188
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt043394
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IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-12539
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt043455
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt043455
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt043394
IRS990EZ/NetAssetsOrFundBalancesEOYAmt030855
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt043394
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt030855
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/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0AMANDA AVILA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KAREN FRALEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KORILYN HECKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHRIS REMITZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt040595
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT BETHESDA ELEMENTARY SCHOOL
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED DIRECT TEACHER SUPPORT FOR CLASSROOM SUPPLIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDED DIRECT SCHOOL SUPPORT FOR SCHOOL SUPPLIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PAID FOR UPDATED BUILDING SIGNAGE AT SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3GRADE LEVEL TEACHING SUPPLIES, TEACHER ALLOCATIONS, PHY ED ALLOCATION, FIELD TRIPS, FURNITURE FOR THE SCHOOL, BOOKS, CLASSROOM SUPPLIES, MISC SMALL SERVICES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt30
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt07975
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt17000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt24895
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt320725
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt015399
IRS990EZ/SpecialEventsNetIncomeLossAmt028056
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt040595
IRS990EZ/TotalProgramServiceExpensesAmt040595
IRS990EZ/TotalRevenueAmt028056
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01740
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01740
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt043455
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt051411
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0243409
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0245149
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/Total509Grp/TotalAmt0245149
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0245149
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt010796
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt0400
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0400
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0DINNER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0WALK
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt02495
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt01115
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt03610
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt013831
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt015472
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt013831
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt015472
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt029303
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt018507
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt0769
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt03578
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt04347
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01439
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0211
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01228
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt01000
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt01000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GRADE LEVEL TEACHING SUPPLIES, TEACHER ALLOCATIONS, PHY ED ALLOCATION, FIELD TRIPS, FURNITURE FOR THE SCHOOL, BOOKS, CLASSROOM SUPPLIES, MISC SMALL SERVICES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PROGRAM SERVICES 40595.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRIS REMITZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02629701300
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-07-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BETHESDA PARENT TEACHER ORGANIZATION INC
ReturnHeader/Filer/BusinessNameControlTxt0BETH
ReturnHeader/Filer/EIN0391794473
ReturnHeader/Filer/PhoneNum02629701300
ReturnHeader/Filer/USAddress/AddressLine1Txt0730 S UNIVERSITY DR
ReturnHeader/Filer/USAddress/CityNm0WAUKESHA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053188
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0832341248
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Remitz Tax and Accounting LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02717 Oakcrest Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Waukesha
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053188
ReturnHeader/PreparerPersonGrp/PhoneNum02622786597
ReturnHeader/PreparerPersonGrp/PreparationDt02024-07-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Christopher Remitz CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-07-29T08:35:55-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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