Civic Intelligence

Barcel Suzuki String Academy Inc.

990EZ • Fiscal year 2016 • EIN 39-1811423

Aug 01, 2015 to Jul 31, 2016 • Filed on Nov 15, 2016

Organization Profilewww.barcelsuzuki.com
2775 N 122nd StreetWauwatosa, WI 53222

(414) 258-2881

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

64th percentile

0.02x

Higher debt load relative to assets than 64% of similar nonprofits.

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

Liabilities / Revenue

60th percentile

0.01x

Higher debt load relative to revenue than 60% of similar nonprofits.

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

Net Margin

64th percentile

9.9%

Higher net margin than 64% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

80th percentile

35%

Faster asset growth than 80% of similar nonprofits.

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

Revenue Growth

64th percentile

10%

Faster revenue growth than 64% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets64th percentile

Assets

Up

$60,223

Up $15,622 (+35%) from 2015

Net Assets

Up

$59,100

Up $15,582 (+36%) from 2015

Liabilities

Up

$1,123

Up $40 (+3.7%) from 2015

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin64th percentile

Revenue

Up

$156,915

Up $14,773 (+10%) from 2015

Expenses

Up

$141,333

Up $16,950 (+14%) from 2015

Net Income

Down

$15,582

Down $2,177 (-12%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

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

$150K$100K$50K$0Assets 2011: $37,395Liabilities 2011: $5942011Assets 2012: $23,224Liabilities 2012: $7,198Net Assets 2012: $16,0262012Assets 2013: $13,851Liabilities 2013: $6,5562013Assets 2014: $29,403Liabilities 2014: $3,644Net Assets 2014: $25,7592014Assets 2015: $44,601Liabilities 2015: $1,083Net Assets 2015: $43,5182015Assets 2016: $60,223Liabilities 2016: $1,123Net Assets 2016: $59,1002016Assets 2017: $75,626Liabilities 2017: $1,524Net Assets 2017: $74,1022017Assets 2018: $94,611Liabilities 2018: $916Net Assets 2018: $93,6952018Assets 2019: $115,718Liabilities 2019: $767Net Assets 2019: $114,9512019Assets 2020: $121,956Liabilities 2020: $1,143Net Assets 2020: $120,8132020Assets 2021: $143,988Liabilities 2021: $1,721Net Assets 2021: $142,2672021Assets 2022: $145,418Liabilities 2022: $1,990Net Assets 2022: $143,4282022Assets 2023: $148,745Liabilities 2023: $673Net Assets 2023: $148,0722023Assets 2024: $145,547Liabilities 2024: $1,442Net Assets 2024: $144,1052024Assets 2025: $146,724Liabilities 2025: $1,229Net Assets 2025: $145,4952025

Highlighted filing

2016

Assets$60,223
Liabilities$1,123
Net Assets$59,100
Open 2016 Filing

Operations Trend

Revenue Growth64th percentile

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

$200K$100K$0-$100KRevenue 2011: $196,777Expenses 2011: $184,765Net Income 2011: $12,0122011Revenue 2012: $161,395Expenses 2012: $178,267Net Income 2012: -$16,8722012Revenue 2013: $121,879Expenses 2013: $130,610Net Income 2013: -$8,7312013Revenue 2014: $147,087Expenses 2014: $128,623Net Income 2014: $18,4642014Revenue 2015: $142,142Expenses 2015: $124,383Net Income 2015: $17,7592015Revenue 2016: $156,915Expenses 2016: $141,333Net Income 2016: $15,5822016Revenue 2017: $147,200Expenses 2017: $132,198Net Income 2017: $15,0022017Revenue 2018: $143,196Expenses 2018: $123,603Net Income 2018: $19,5932018Revenue 2019: $154,111Expenses 2019: $132,855Net Income 2019: $21,2562019Revenue 2020: $127,954Expenses 2020: $122,092Net Income 2020: $5,8622020Revenue 2021: $113,226Expenses 2021: $91,772Net Income 2021: $21,4542021Revenue 2022: $109,129Expenses 2022: $107,968Net Income 2022: $1,1612022Revenue 2023: $103,267Expenses 2023: $98,623Net Income 2023: $4,6442023Revenue 2024: $98,662Expenses 2024: $102,629Net Income 2024: -$3,9672024Revenue 2025: $108,094Expenses 2025: $106,704Net Income 2025: $1,3902025

Highlighted filing

2016

Revenue$156,915
Expenses$141,333
Net Income$15,582
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2015 to Jul 31, 2016
Signed
Nov 15, 2016
Return Version
2015v2.0
Gross Receipts
$156,915
Mission and Program Overview

Mission

Non profit musical school & instruction

Program Services

DescriptionGrantsExpenses
MUSICAL INSTRUCTION: INCLUDES INDIVIDUAL AND GROUP LESSONS, RECITALS, PERFORMANCES, COMMUNITY SERVICES AND STUDENT ENRICHMENT.$107,635-
SUMMER INSTITUTE SCHOLARSHIPS: AN ANNUAL SCHOLARSHIP PROGRAM TO ASSIST STUDENTS ATTENDING AN SSA APPROVED SUZUKI SUMMER INSTITUTE. FUNDRAISERS ARE HELD TO FINANCE THE PROGRAM.$5,295-
FESTIVAL CONCERT PERFORMANCE: AN ALL-ACADEMY CONCERT.$4,333-
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
CELESTINE FITZGERALDPresident-$0--
BARBARA SCHAEFERVice President-$0--
COLLEEN FITZGERALDTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Barcel Suzuki String Academy
EIN
39-1811423
Phone
4142582881
Address
2775 N 122ND STREET, WAUWATOSA, WI 53222

Signing Officer

Name
Celestine Fitzgerald
Title
President
Signed
2016-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Daniel R Glaser CPA SC
Address
2525 N Mayfair Rd 210, Wauwatosa, WI 53226
Preparer
Daniel R Glaser
Phone
4144532525
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $1432”

Other Expenses.1012

“Insurance $1976”

Other Expenses.1

“MISC $12745”

Other Expenses.2

“PROGRAMS $5967”

Other Expenses.3

“SCHOLARSHIP $5295”

Other Expenses.5

“UNIFORMS $384”

Other Expenses.6

“GIFTS $359”

Other Expenses.7

“MEMBERSHIP DUES $252”

Other Expenses.9

“ACCOMPANYING $80”

Other Expenses.10

“CONTINUING EDUCATION $50”

Other Assets.1

“CREDIT CARD - Beginning $127 CREDIT CARD - Ending $127”

Total Liabilities.1003

“Deferred Revenue - Beginning $217 Deferred Revenue - Ending $178”

Total Liabilities.1

“PAYROLL TAXES PAYABLE - Beginning $866 PAYROLL TAXES PAYABLE - Ending $945”

Raw XML Appendix163 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/PersonNm0COLLEEN FITZGERALD
IRS990EZ/BooksInCareOfDetail/PhoneNum04142582881
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02775 N 122ND STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WAUWATOSA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053222
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt044474
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt060096
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt00
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IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt043518
IRS990EZ/NetAssetsOrFundBalancesEOYAmt059100
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt043518
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt059100
IRS990EZ/OccupancyRentUtltsAndMaintAmt02886
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CELESTINE FITZGERALD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BARBARA SCHAEFER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2COLLEEN FITZGERALD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0127
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0127
IRS990EZ/OtherExpensesTotalAmt028540
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0NON PROFIT MUSICAL SCHOOL & INSTRUCTION
IRS990EZ/PrintingPublicationsPostageAmt0852
IRS990EZ/ProgramServiceRevenueAmt0140869
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MUSICAL INSTRUCTION: INCLUDES INDIVIDUAL AND GROUP LESSONS, RECITALS, PERFORMANCES, COMMUNITY SERVICES AND STUDENT ENRICHMENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SUMMER INSTITUTE SCHOLARSHIPS: AN ANNUAL SCHOLARSHIP PROGRAM TO ASSIST STUDENTS ATTENDING AN SSA APPROVED SUZUKI SUMMER INSTITUTE. FUNDRAISERS ARE HELD TO FINANCE THE PROGRAM.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2FESTIVAL CONCERT PERFORMANCE: AN ALL-ACADEMY CONCERT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0107635
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt15295
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt24333
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt0107305
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0true
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01083
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01123
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0141333
IRS990EZ/TotalProgramServiceExpensesAmt0117263
IRS990EZ/TotalRevenueAmt0156915
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0www.barcelsuzuki.com
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0POLICY IS PUBLISHED IN THEIR HANDBOOK AND CONCERT PROGRAMS. IT IS ALSO POSTED AT HEADQUARTERS
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule E, Line 4 - Explanation of Records and Materials Not Maintained
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule E, Line 5 - Explanation of Organization Discrimination by Race
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $1432
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $1976
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MISC $12745
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PROGRAMS $5967
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SCHOLARSHIP $5295
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5UNIFORMS $384
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6GIFTS $359
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MEMBERSHIP DUES $252
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8ACCOMPANYING $80
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9CONTINUING EDUCATION $50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10CREDIT CARD - Beginning $127 CREDIT CARD - Ending $127
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Deferred Revenue - Beginning $217 Deferred Revenue - Ending $178
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12PAYROLL TAXES PAYABLE - Beginning $866 PAYROLL TAXES PAYABLE - Ending $945
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Total Liabilities.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Total Liabilities.1
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CELESTINE FITZGERALD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BARCEL SUZUKI STRING ACADEMY
ReturnHeader/Filer/BusinessNameControlTxt0BARC
ReturnHeader/Filer/EIN0391811423
ReturnHeader/Filer/PhoneNum04142582881
ReturnHeader/Filer/USAddress/AddressLine1Txt02775 N 122ND STREET
ReturnHeader/Filer/USAddress/CityNm0WAUWATOSA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053222
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Daniel R Glaser CPA SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02525 N Mayfair Rd 210
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Wauwatosa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053226
ReturnHeader/PreparerPersonGrp/PhoneNum04144532525
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL R GLASER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-11-15T12:34:03-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-08-01
ReturnHeader/TaxPeriodEndDt02016-07-31
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
$60,223
Liabilities
$1,123
Net assets
$59,100
Revenue
$156,915
Expenses
$141,333
Net income
$15,582
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.47$0.01$1.45$1.08$1.07$0.01
2024Detailed filing. Detailed filing data is available for this year.$1.46$0.01$1.44$0.99$1.03$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.49$0.01$1.48$1.03$0.99$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.45$0.02$1.43$1.09$1.08$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.44$0.02$1.42$1.13$0.92$0.21
2020Detailed filing. Detailed filing data is available for this year.$1.22$0.01$1.21$1.28$1.22$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.16$0.01$1.15$1.54$1.33$0.21
2018Detailed filing. Detailed filing data is available for this year.$0.95$0.01$0.94$1.43$1.24$0.20
2017Detailed filing. Detailed filing data is available for this year.$0.76$0.02$0.74$1.47$1.32$0.15
2016Detailed filing. Detailed filing data is available for this year.$0.60$0.01$0.59$1.57$1.41$0.16
2015Detailed filing. Detailed filing data is available for this year.$0.45$0.01$0.44$1.42$1.24$0.18
2014Detailed filing. Detailed filing data is available for this year.$0.29$0.04$0.26$1.47$1.29$0.18
2013Summary only. Only limited summary data is available for this year.$0.14$0.07$1.22$1.31$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.23$0.07$0.16$1.61$1.78$0.17
2011Summary only. Only limited summary data is available for this year.$0.37$0.01$1.97$1.85$0.12