Civic Intelligence

Fox Point-Bayside Parent Teacher Organization Inc.

990EZ • Fiscal year 2017 • EIN 39-1852524

Aug 01, 2016 to Jul 31, 2017 • Filed on Oct 31, 2017

Organization ProfileN/A
7301 N Longacre RdFox Point, WI 53217

(414) 446-4637

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

55th percentile

5.8%

Higher net margin than 55% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

64th percentile

11%

Faster asset growth than 64% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

50th percentile

1.3%

Faster revenue growth than 50% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$34,546

Up $3,522 (+11%) from 2016

Net Assets

Up

$34,546

Up $3,522 (+11%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin55th percentile

Revenue

Up

$60,914

Up $767 (+1.3%) from 2016

Expenses

Up

$57,392

Up $17,454 (+44%) from 2016

Net Income

Down

$3,522

Down $16,687 (-83%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$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

2017

Assets$34,546
Liabilities$0
Net Assets$34,546
Open 2017 Filing

Operations Trend

Revenue Growth50th percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$60,914
Expenses$57,392
Net Income$3,522
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2016 to Jul 31, 2017
Signed
Oct 31, 2017
Return Version
2016v3.0
Gross Receipts
$93,138
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.$52,526$52,526
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRISTINE DUBACKPresident-$0--
KATIE GLAISNERVice Preside-$0--
BRIDGET CARLSONTreasurer-$0--
LAURIE WOODSSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Fox Point-bayside Parent Teacher
EIN
39-1852524
Phone
4144464637
Address
7301 N LONGACRE RD, FOX POINT, WI 53217

Signing Officer

Name
Bridget Carlson
Title
Treasurer
Phone
4144464637
Signed
2017-10-31

Preparer

Firm
E & P Accounting LLC
Address
7670 N PORT WASHINGTON RD STE 102, FOX POINT, WI 53217
Preparer
Nicholas Poehlman CPA Mst
Phone
4147167670
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

“Income w/ no direct expenses 4,733 total 4,733”

Form 990-ez, Part I, Line 16

“Expenses teacher appreciation 4,866 total 4,866”

Raw XML Appendix148 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/PersonNm0BRIDGET CARLSON
IRS990EZ/BooksInCareOfDetail/PhoneNum04148397020
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt09540 N REGENT RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BAYSIDE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053217
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt031024
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt034546
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03522
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt031024
IRS990EZ/Form990TotalAssetsGrp/EOYAmt034546
IRS990EZ/FundraisingGrossIncomeAmt080849
IRS990EZ/GrantsAndSimilarAmountsPaidAmt052526
IRS990EZ/GrossReceiptsAmt093138
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt07556
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt031024
IRS990EZ/NetAssetsOrFundBalancesEOYAmt034546
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt031024
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt034546
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/PersonNm0CHRISTINE DUBACK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KATIE GLAISNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BRIDGET CARLSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LAURIE WOODS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt04866
IRS990EZ/OtherRevenueTotalAmt04733
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/GrantsAndAllocationsAmt052526
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt052526
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt032224
IRS990EZ/SpecialEventsNetIncomeLossAmt048625
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt057392
IRS990EZ/TotalProgramServiceExpensesAmt052526
IRS990EZ/TotalRevenueAmt060914
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt07556
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt08206
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt08594
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt08481
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt06221
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt039058
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt023
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0270
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0293
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt085559
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt080735
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt084213
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt066275
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt060784
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0377566
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt023
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0270
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0293
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99930
IRS990ScheduleA/PublicSupportPY509Pct00.99930
IRS990ScheduleA/PublicSupportTotal509Amt0416624
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt093115
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt088941
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt092807
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt074756
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt067005
IRS990ScheduleA/Total509Grp/TotalAmt0416624
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt093138
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt088941
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt093077
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt074756
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt067005
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0416917
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LINE 10 - GRANTS INCLDUE SUPPORT FOR SCHOOL ENRICHMENT PROGRAMS & FACILITIE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INCOME W/ NO DIRECT EXPENSES 4,733 TOTAL 4,733
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES TEACHER APPRECIATION 4,866 TOTAL 4,866
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIDGET CARLSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04144464637
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FOX POINT-BAYSIDE PARENT TEACHER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ORGANIZATION
ReturnHeader/Filer/BusinessNameControlTxt0FOXP
ReturnHeader/Filer/EIN0391852524
ReturnHeader/Filer/PhoneNum04144464637
ReturnHeader/Filer/USAddress/AddressLine1Txt07301 N LONGACRE RD
ReturnHeader/Filer/USAddress/CityNm0FOX POINT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053217
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId07F6566B84D79D6CA44EC4D05B5CF094878D71A4D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02AF561AED5CF417DF4A8F4480DC7452C8E7912DA
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0475370558
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0E & P ACCOUNTING LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07670 N PORT WASHINGTON RD STE 102
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FOX POINT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053217
ReturnHeader/PreparerPersonGrp/PhoneNum04147167670
ReturnHeader/PreparerPersonGrp/PreparationDt02017-10-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NICHOLAS POEHLMAN CPA MST
ReturnHeader/ReturnTs02017-10-31T16:57:36-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-08-01
ReturnHeader/TaxPeriodEndDt02017-07-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$34,546
Liabilities
$0
Net assets
$34,546
Revenue
$60,914
Expenses
$57,392
Net income
$3,522
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