Civic Intelligence

Barcel Suzuki String Academy Inc.

990EZ • Fiscal year 2023 • EIN 39-1811423

Aug 01, 2022 to Jul 31, 2023 • Filed on Dec 13, 2023

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

63rd percentile

0.00x

Higher debt load relative to assets than 63% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

65th percentile

0.01x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

53rd percentile

4.5%

Higher net margin than 53% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

93rd percentile

$53,344

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 51.7% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

53rd percentile

2.3%

Faster asset growth than 53% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

38th percentile

-5.4%

Faster revenue growth than 38% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$148,745

Up $3,327 (+2.3%) from 2022

Net Assets

Up

$148,072

Up $4,644 (+3.2%) from 2022

Liabilities

Down

$673

Down $1,317 (-66%) from 2022

Revenue

Down

$103,267

Down $5,862 (-5.4%) from 2022

Expenses

Down

$98,623

Down $9,345 (-8.7%) from 2022

Net Income

Up

$4,644

Up $3,483 (+300%) from 2022

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

2023

Assets$148,745
Liabilities$673
Net Assets$148,072

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

2023

Revenue$103,267
Expenses$98,623
Net Income$4,644
Jump To
Filing Snapshot
Filing Period
Aug 1, 2022 to Jul 31, 2023
Signed
Dec 13, 2023
Return Version
2022v5.0
Gross Receipts
$103,267
Mission and Program Overview

Mission

Non profit musical school & instruction

Non-profit musical school & instruction

Program Services

DescriptionGrantsExpenses
MUSICAL INSTRUCTION: INCLUDES INDIVIDUAL AND GROUP LESSONS, RECITALS, PERFORMANCES, COMMUNITY SERVICES, AND STUDENT ENRICHMENT.-$98,623
SUMMER INSTITUTE SCHOLARSHIPS: AN ANNUAL SCHOLARSHIP PROGRAM TO ASSIST STUDENTS ATTENDING AN SSA APPROVED SUZUKI SUMMER INSTITUTE. FUNDRAISERS ARE HELD TO FINANCE THE PROGRAM.--
FESTIVAL CONCERT PERFORMANCE: AN ALL-ACADEMY CONCERT.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
COLLEEN FITZGERALDTreasurerFT$53,344-$53,344
CELESTINE FITZGERALDPresidentPT$15,578-$15,578
BARBARA SCHAEFERVice Preside-$4,228-$4,228
Filing and Contact Details

Filer

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

Signing Officer

Name
Colleen Fitzgerald
Title
Treasurer
Phone
4142582881
Signed
2023-12-13

Preparer

Firm
Hartwig Norman & Shannon Llp
Address
2831 N GRANDVIEW BLVD STE 110, PEWAUKEE, WI 53072
Preparer
Anthony Igl CPA
Phone
2625249035
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses accompanying 100 advertising and promotion 544 bank service charge 437 business expense 158 federation 1,152 gifts 386 insurance 934 membership dues 300 miscellaneous 3,508 office expense 2,301 barcel babies 150 brioso expenses 400 workshop 212 concert 34 donation expense 40 professional fees 958 non-investment depreciation 800 total 12,414

Form 990-ez, Part II, Line 24

5,960 5,960 less accumulated depreciation 3,161 3,961 accounts receivable 3,063 574 total 5,862 2,573

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 1,990 673

Raw XML Appendix134 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
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/BOYAmt0139556
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0146172
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0458
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04644
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01690
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0145418
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0148745
IRS990EZ/GrossReceiptsAmt0103267
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0143428
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0148072
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0143428
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0148072
IRS990EZ/OccupancyRentUtltsAndMaintAmt04853
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt012.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt235.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt015578
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt14228
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt253344
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CELESTINE FITZGERALD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BARBARA SCHAEFER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2COLLEEN FITZGERALD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt05862
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02573
IRS990EZ/OtherExpensesTotalAmt012414
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0NON-PROFIT MUSICAL SCHOOL & INSTRUCTION
IRS990EZ/PrintingPublicationsPostageAmt018
IRS990EZ/ProgramServiceRevenueAmt0102809
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/ProgramServiceExpensesAmt098623
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt079648
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0true
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01990
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0673
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt098623
IRS990EZ/TotalProgramServiceExpensesAmt098623
IRS990EZ/TotalRevenueAmt0103267
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ACCOMPANYING 100 ADVERTISING AND PROMOTION 544 BANK SERVICE CHARGE 437 BUSINESS EXPENSE 158 FEDERATION 1,152 GIFTS 386 INSURANCE 934 MEMBERSHIP DUES 300 MISCELLANEOUS 3,508 OFFICE EXPENSE 2,301 BARCEL BABIES 150 BRIOSO EXPENSES 400 WORKSHOP 212 CONCERT 34 DONATION EXPENSE 40 PROFESSIONAL FEES 958 NON-INVESTMENT DEPRECIATION 800 TOTAL 12,414
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15,960 5,960 LESS ACCUMULATED DEPRECIATION 3,161 3,961 ACCOUNTS RECEIVABLE 3,063 574 TOTAL 5,862 2,573
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 1,990 673
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0COLLEEN FITZGERALD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04142582881
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-12-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BARCEL SUZUKI STRING ACADEMY INC
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/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391249165
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HARTWIG NORMAN & SHANNON LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02831 N GRANDVIEW BLVD STE 110
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PEWAUKEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053072
ReturnHeader/PreparerPersonGrp/PhoneNum02625249035
ReturnHeader/PreparerPersonGrp/PreparationDt02023-12-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANTHONY IGL CPA
ReturnHeader/ReturnTs02023-12-14T13:55:05-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0COLLEEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FITZGERALD
ReturnHeader/TaxPeriodBeginDt02022-08-01
ReturnHeader/TaxPeriodEndDt02023-07-31
ReturnHeader/TaxYr02022

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