Civic Intelligence

Barcel Suzuki String Academy Inc.

990EZ • Fiscal year 2021 • EIN 39-1811423

Aug 01, 2020 to Jul 31, 2021 • Filed on Dec 09, 2021

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

65th percentile

0.01x

Higher debt load relative to assets than 65% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

66th percentile

0.02x

Higher debt load relative to revenue than 66% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

63rd percentile

19%

Higher net margin than 63% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

92nd percentile

$49,016

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 43.3% of source-year revenue.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

64th percentile

18%

Faster asset growth than 64% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

37th percentile

-12%

Faster revenue growth than 37% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$143,988

Up $22,032 (+18%) from 2020

Net Assets

Up

$142,267

Up $21,454 (+18%) from 2020

Liabilities

Up

$1,721

Up $578 (+51%) from 2020

Revenue

Down

$113,226

Down $14,728 (-12%) from 2020

Expenses

Down

$91,772

Down $30,320 (-25%) from 2020

Net Income

Up

$21,454

Up $15,592 (+266%) from 2020

Historical Trend

Balance Sheet Trend

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

2021

Assets$143,988
Liabilities$1,721
Net Assets$142,267

Operations Trend

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

2021

Revenue$113,226
Expenses$91,772
Net Income$21,454
Jump To
Filing Snapshot
Filing Period
Aug 1, 2020 to Jul 31, 2021
Signed
Dec 9, 2021
Return Version
2020v4.0
Gross Receipts
$113,226
Mission and Program Overview

Mission

Non profit musical school & instruction

Program Services

DescriptionGrantsExpenses
SUMMER INSTITUTE SCHOLARSHIPS: AN ANNUAL SCHOLARSHIP PROGRAM TO ASSIST STUDENTS ATTENDING AN SSA APPROVED SUZUKI SUMMER INSTITUTE. FUNDRAISERS ARE HELD TO FINANCE THE PROGRAM.$91,772-
MUSICAL INSTRUCTION: INCLUDES INDIVIDUAL AND GROUP LESSONS, RECITALS, PERFORMANCES, COMMUNITY SERVICES AND STUDENT ENRICHMENT.--
FESTIVAL CONCERT PERFORMANCE: AN ALL-ACADEMY CONCERT.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
COLLEEN FITZGERALDTreasurerFT$49,016-$49,016
CELESTINE FITZGERALDPresidentPT$12,326-$12,326
BARBARA SCHAEFERVice PresidentPT$8,566-$8,566
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
Colleen Fitzgerald
Title
Treasurer
Signed
2021-12-09
Discuss with paid preparer
Yes

Preparer

Firm
Charter Capital Management Inc
Address
13805 W BURLEIGH RD STE 100, BROOKFIELD, WI 53005
Preparer
Samuel P Verhulst
Phone
4142573700
Supplemental Narrative

Additional Explanations

Other Expenses.1001

Advertising and Promotion $446

Other Expenses.1002

Office Expenses $2177

Other Expenses.1012

Insurance $1026

Other Expenses.1

MISC $1160

Other Expenses.2

FEDERATION $906

Other Expenses.3

GIFTS $419

Other Expenses.4

ACCOMPANYING $401

Other Expenses.5

MEMBERSHIP DUES $270

Other Expenses.6

BANK SERVICE CHARGE $189

Other Expenses.7

BUSINESS EXPENSE $74

Other Assets.1005

Accounts Receivable - Beginning $788 Accounts Receivable - Ending $4864

Total Liabilities.1

PAYROLL TAXES PAYABLE - Beginning $1143 PAYROLL TAXES PAYABLE - Ending $1721

Raw XML Appendix164 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/OtherExpensesTotalAmt07068
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IRS990EZ/PrintingPublicationsPostageAmt032
IRS990EZ/ProgramServiceRevenueAmt0105917
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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.
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IRS990ScheduleA/SchoolInd0X
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
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IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
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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/ExplanationTxt0Advertising and Promotion $446
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $2177
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $1026
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FEDERATION $906
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8BANK SERVICE CHARGE $189
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9BUSINESS EXPENSE $74
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Accounts Receivable - Beginning $788 Accounts Receivable - Ending $4864
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Total Liabilities.1
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/Filer/EIN0391811423
ReturnHeader/Filer/PhoneNum04142582881
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SAMUEL P VERHULST
ReturnHeader/ReturnTs02021-12-09T08:41:59-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0COLLEEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FITZGERALD
ReturnHeader/TaxPeriodBeginDt02020-08-01
ReturnHeader/TaxPeriodEndDt02021-07-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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