Civic Intelligence

Fox Point-Bayside Parent Teacher Organization Inc.

EIN 39-1852524 • 501(c)3 • Fox Point, WI

Pub. 78 Eligible

Profile

Support of school programs.

7301 N Longacre RdFox Point, WI 53217

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

53rd percentile

3.1%

Higher net margin than 53% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

80th percentile

26%

Faster asset growth than 80% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

58th percentile

5.0%

Faster revenue growth than 58% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$11,403

Up $2,361 (+26%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$11,403

Up $2,361 (+26%) from 2024

Revenue

Up

$75,509

Up $3,600 (+5.0%) from 2024

Expenses

Down

$73,148

Down $181 (-0.2%) from 2024

Net Income

Up

$2,361

Up $3,781 (+266%) from 2024

Trend Graphs

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2012: $10,565Liabilities 2012: $02012Assets 2013: $22,339Liabilities 2013: $02013Assets 2014: $10,545Liabilities 2014: $02014Assets 2015: $10,815Liabilities 2015: $0Net Assets 2015: $10,8152015Assets 2016: $31,024Liabilities 2016: $0Net Assets 2016: $31,0242016Assets 2017: $34,546Liabilities 2017: $0Net Assets 2017: $34,5462017Assets 2018: $28,677Liabilities 2018: $0Net Assets 2018: $28,6772018Assets 2019: $10,267Liabilities 2019: $0Net Assets 2019: $10,2672019Assets 2020: $12,569Liabilities 2020: $2,500Net Assets 2020: $10,0692020Assets 2021: $11,888Liabilities 2021: $1,450Net Assets 2021: $10,4382021Assets 2022: $11,478Liabilities 2022: $302Net Assets 2022: $11,1762022Assets 2023: $10,462Liabilities 2023: $0Net Assets 2023: $10,4622023Assets 2024: $9,042Liabilities 2024: $0Net Assets 2024: $9,0422024Assets 2025: $11,403Net Assets 2025: $11,4032025

Highlighted filing

2025

Assets$11,403
Liabilities-
Net Assets$11,403

Operations Trend

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

$100K$50K$0-$50KRevenue 2012: $40,770Expenses 2012: $38,261Net Income 2012: $2,5092012Revenue 2013: $44,676Expenses 2013: $32,902Net Income 2013: $11,7742013Revenue 2014: $54,628Expenses 2014: $66,422Net Income 2014: -$11,7942014Revenue 2015: $64,637Expenses 2015: $64,367Net Income 2015: $2702015Revenue 2016: $60,147Expenses 2016: $39,938Net Income 2016: $20,2092016Revenue 2017: $60,914Expenses 2017: $57,392Net Income 2017: $3,5222017Revenue 2018: $50,153Expenses 2018: $56,022Net Income 2018: -$5,8692018Revenue 2019: $54,377Expenses 2019: $72,787Net Income 2019: -$18,4102019Revenue 2020: $50,057Expenses 2020: $50,254Net Income 2020: -$1972020Revenue 2021: $53,518Expenses 2021: $53,149Net Income 2021: $3692021Revenue 2022: $75,606Expenses 2022: $74,868Net Income 2022: $7382022Revenue 2023: $70,338Expenses 2023: $71,052Net Income 2023: -$7142023Revenue 2024: $71,909Expenses 2024: $73,329Net Income 2024: -$1,4202024Revenue 2025: $75,509Expenses 2025: $73,148Net Income 2025: $2,3612025

Highlighted filing

2025

Revenue$75,509
Expenses$73,148
Net Income$2,361

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$11.4$11.4$75.5$73.1$2.36
2024Detailed filing. Detailed filing data is available for this year.$9.04$0.00$9.04$71.9$73.3$1.42
2023Detailed filing. Detailed filing data is available for this year.$10.5$0.00$10.5$70.3$71.1$0.71
2022Detailed filing. Detailed filing data is available for this year.$11.5$0.30$11.2$75.6$74.9$0.74
2021Detailed filing. Detailed filing data is available for this year.$11.9$1.45$10.4$53.5$53.1$0.37
2020Detailed filing. Detailed filing data is available for this year.$12.6$2.50$10.1$50.1$50.3$0.20
2019Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$54.4$72.8$18.4
2018Detailed filing. Detailed filing data is available for this year.$28.7$0.00$28.7$50.2$56.0$5.87
2017Detailed filing. Detailed filing data is available for this year.$34.5$0.00$34.5$60.9$57.4$3.52
2016Detailed filing. Detailed filing data is available for this year.$31.0$0.00$31.0$60.1$39.9$20.2
2015Detailed filing. Detailed filing data is available for this year.$10.8$0.00$10.8$64.6$64.4$0.27
2014Summary only. Only limited summary data is available for this year.$10.5$0.00$54.6$66.4$11.8
2013Summary only. Only limited summary data is available for this year.$22.3$0.00$44.7$32.9$11.8
2012Summary only. Only limited summary data is available for this year.$10.6$0.00$40.8$38.3$2.51
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2024 to Jul 31, 2025
Signed
Sep 6, 2025
Return Version
2024v5.0
Gross Receipts
$95,614
Mission and Program Overview

Mission

Support of school programs.

Program Services

DescriptionGrantsExpenses
SUPPORT OF SCHOOL PROGRAMS, FACILITIES, AND TEACHERS. SUPPORTS APPROXIMATELY 1,000 STUDENTS AND 130 TEACHERS / STAFF.$60,564$60,564
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KAITLIN TORRESPresident-$0--
JAMIE CARLSONPast Preside-$0--
SARAH LEIBHAMTreasurer-$0--
ROCHELLE VAN HARTSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Fox Point-bayside Parent Teacher
EIN
39-1852524
Phone
4142474102
Address
7301 N LONGACRE RD, FOX POINT, WI 53217

Signing Officer

Name
Sarah Leibham
Title
Treasurer
Phone
4144464637
Signed
2025-09-06

Preparer

Firm
Business Accounting & Tax Professionals
Address
2831 N GRANDVIEW BLVD SUITE 217, PEWAUKEE, WI 53072
Preparer
Nicholas Poehlman CPA Mst
Phone
2625102540
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I

Line 10 - grants incldue support for school enrichment programs & facilitie

Form 990-ez, Part I, Line 8

Interest income 2 total 2

Form 990-ez, Part I, Line 16

Expenses teacher appreciation 12,584 total 12,584

Raw XML Appendix153 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/PersonNm0SARAH LEIBHAM
IRS990EZ/BooksInCareOfDetail/PhoneNum04142474102
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt07301 N LONGACRE RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FOX POINT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053217
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt09042
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt011403
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02361
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt09042
IRS990EZ/Form990TotalAssetsGrp/EOYAmt011403
IRS990EZ/FundraisingGrossIncomeAmt088047
IRS990EZ/GrantsAndSimilarAmountsPaidAmt060564
IRS990EZ/GrossReceiptsAmt095614
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt07565
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt09042
IRS990EZ/NetAssetsOrFundBalancesEOYAmt011403
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt09042
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt011403
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KAITLIN TORRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JAMIE CARLSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SARAH LEIBHAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ROCHELLE VAN HART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PAST PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt012584
IRS990EZ/OtherRevenueTotalAmt02
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT OF SCHOOL PROGRAMS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORT OF SCHOOL PROGRAMS, FACILITIES, AND TEACHERS. SUPPORTS APPROXIMATELY 1,000 STUDENTS AND 130 TEACHERS / STAFF.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt060564
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt060564
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt020105
IRS990EZ/SpecialEventsNetIncomeLossAmt067942
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt073148
IRS990EZ/TotalProgramServiceExpensesAmt060564
IRS990EZ/TotalRevenueAmt075509
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt07565
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt06575
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt06225
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt06390
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt06878
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt033633
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt011
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt088047
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt089721
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt087379
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt094058
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt055400
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0414605
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt011
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt0448238
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt095612
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt096296
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt093604
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0100448
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt062278
IRS990ScheduleA/Total509Grp/TotalAmt0448238
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt095614
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt096298
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt093606
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0100450
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt062281
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0448249
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LINE 10 - GRANTS INCLDUE SUPPORT FOR SCHOOL ENRICHMENT PROGRAMS & FACILITIE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INTEREST INCOME 2 TOTAL 2
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES TEACHER APPRECIATION 12,584 TOTAL 12,584
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SARAH LEIBHAM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04144464637
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FOX POINT-BAYSIDE PARENT TEACHER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ORGANIZATION
ReturnHeader/Filer/BusinessNameControlTxt0FOXP
ReturnHeader/Filer/EIN0391852524
ReturnHeader/Filer/PhoneNum04142474102
ReturnHeader/Filer/USAddress/AddressLine1Txt07301 N LONGACRE RD
ReturnHeader/Filer/USAddress/CityNm0FOX POINT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053217
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0823024747
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BUSINESS ACCOUNTING & TAX PROFESSIONALS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02831 N GRANDVIEW BLVD SUITE 217
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PEWAUKEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053072
ReturnHeader/PreparerPersonGrp/PhoneNum02625102540
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NICHOLAS POEHLMAN CPA MST
ReturnHeader/ReturnTs02025-09-06T10:37:46-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-08-01
ReturnHeader/TaxPeriodEndDt02025-07-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.