Civic Intelligence

Fox Point-Bayside Parent Teacher Organization Inc.

990EZ • Fiscal year 2020 • EIN 39-1852524

Aug 01, 2019 to Jul 31, 2020 • Filed on Aug 05, 2020

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

(414) 247-4102

Siviq Scores

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

Liabilities / Assets

80th percentile

0.20x

Higher debt load relative to assets than 80% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

71st percentile

0.05x

Higher debt load relative to revenue than 71% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

39th percentile

-0.4%

Higher net margin than 39% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

68th percentile

22%

Faster asset growth than 68% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

56th percentile

-7.9%

Faster revenue growth than 56% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets80th percentile

Assets

Up

$12,569

Up $2,302 (+22%) from 2019

Net Assets

Down

$10,069

Down $198 (-1.9%) from 2019

Liabilities

Up

$2,500

Up $2,500 from 2019

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin39th percentile

Revenue

Down

$50,057

Down $4,320 (-7.9%) from 2019

Expenses

Down

$50,254

Down $22,533 (-31%) from 2019

Net Income

Up

-$197

Up $18,213 (+99%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth68th 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

2020

Assets$12,569
Liabilities$2,500
Net Assets$10,069
Open 2020 Filing

Operations Trend

Revenue Growth56th 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

2020

Revenue$50,057
Expenses$50,254
Net Income-$197
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2019 to Jul 31, 2020
Signed
Aug 5, 2020
Return Version
2019v5.0
Gross Receipts
$60,330
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.$47,019$47,019
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRIDGET CARLSONPresident-$0--
KATIE GLAISNERPast Preside-$0--
XIAOTING HAOTreasurer-$0--
MELANIE BERGSecretary-$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
Xiaoting Hao
Title
Treasurer
Phone
4144464637
Signed
2020-08-05

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 14 total 14”

Form 990-ez, Part I, Line 16

“Expenses teacher appreciation 3,235 total 3,235”

Form 990-ez, Part II, Line 26

“DEFERRED REVENUE 0 2,500”

Raw XML Appendix161 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/PersonNm0XIAOTING HAO
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/BOYAmt010266
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt012569
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-197
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt010266
IRS990EZ/Form990TotalAssetsGrp/EOYAmt012569
IRS990EZ/FundraisingGrossIncomeAmt052461
IRS990EZ/GrantsAndSimilarAmountsPaidAmt047019
IRS990EZ/GrossReceiptsAmt060330
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt07855
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt010266
IRS990EZ/NetAssetsOrFundBalancesEOYAmt010069
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt010266
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt010069
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/PersonNm0BRIDGET CARLSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KATIE GLAISNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2XIAOTING HAO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MELANIE BERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PAST PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt03235
IRS990EZ/OtherRevenueTotalAmt014
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/GrantsAndAllocationsAmt047019
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt047019
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt010273
IRS990EZ/SpecialEventsNetIncomeLossAmt042188
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02500
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt050254
IRS990EZ/TotalProgramServiceExpensesAmt047019
IRS990EZ/TotalRevenueAmt050057
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt07855
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt07685
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt06983
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt07556
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt08206
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt038285
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt014
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt015
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt017
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt023
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt069
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt052461
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt068240
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt082000
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt085559
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt080735
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0368995
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt014
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt015
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt017
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt023
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt069
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99980
IRS990ScheduleA/PublicSupportPY509Pct00.99930
IRS990ScheduleA/PublicSupportTotal509Amt0407280
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt060316
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt075925
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt088983
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt093115
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt088941
IRS990ScheduleA/Total509Grp/TotalAmt0407280
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt060330
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt075940
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt089000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt093138
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt088941
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0407349
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LINE 10 - GRANTS INCLDUE SUPPORT FOR SCHOOL ENRICHMENT PROGRAMS & FACILITIE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INTEREST INCOME 14 TOTAL 14
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES TEACHER APPRECIATION 3,235 TOTAL 3,235
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DEFERRED REVENUE 0 2,500
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0XIAOTING HAO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04144464637
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-05
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/FilingSecurityInformation/AtSubmissionCreationDeviceId038E11F04685B72635FE6128CBD492D9BBD5F0C5C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06EAF740567555D5FD3A86B0D6598FC04D85F1FF8
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt052.37.240.203
ReturnHeader/FilingSecurityInformation/IPDt02020-09-03
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm012:54:49
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/PreparationDt02020-08-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NICHOLAS POEHLMAN CPA MST
ReturnHeader/ReturnTs02020-09-03T12:54:49-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-08-01
ReturnHeader/TaxPeriodEndDt02020-07-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,569
Liabilities
$2,500
Net assets
$10,069
Revenue
$50,057
Expenses
$50,254
Net income
-$197
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