Civic Intelligence

Fox Point-Bayside Parent Teacher Organization Inc.

990EZ • Fiscal year 2021 • EIN 39-1852524

Aug 01, 2020 to Jul 31, 2021 • Filed on Aug 12, 2021

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

79th percentile

0.12x

Higher debt load relative to assets than 79% of similar nonprofits.

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

Liabilities / Revenue

70th percentile

0.03x

Higher debt load relative to revenue than 70% of similar nonprofits.

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

Net Margin

38th percentile

0.7%

Higher net margin than 38% of similar nonprofits.

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

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

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

Asset Growth

31st percentile

-5.4%

Faster asset growth than 31% of similar nonprofits.

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

Revenue Growth

53rd percentile

6.9%

Faster revenue growth than 53% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets79th percentile

Assets

Down

$11,888

Down $681 (-5.4%) from 2020

Net Assets

Up

$10,438

Up $369 (+3.7%) from 2020

Liabilities

Down

$1,450

Down $1,050 (-42%) from 2020

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin38th percentile

Revenue

Up

$53,518

Up $3,461 (+6.9%) from 2020

Expenses

Up

$53,149

Up $2,895 (+5.8%) from 2020

Net Income

Up

$369

Up $566 (+287%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth31st 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

2021

Assets$11,888
Liabilities$1,450
Net Assets$10,438
Open 2021 Filing

Operations Trend

Revenue Growth53rd 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

2021

Revenue$53,518
Expenses$53,149
Net Income$369
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2020 to Jul 31, 2021
Signed
Aug 12, 2021
Return Version
2020v4.0
Gross Receipts
$62,281
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.$46,801$46,801
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MEGAN SMITHPresident-$0--
BRIDGET CARLSONPast Preside-$0--
XIAOTING HAOTreasurer-$0--
MAGGIE CAINSecretary-$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
2021-08-12

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 3 total 3”

Form 990-ez, Part I, Line 16

“Expenses teacher appreciation 6,348 total 6,348”

Form 990-ez, Part II, Line 26

“Deferred revenue 2,500 1,450”

Raw XML Appendix163 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0MEGAN SMITH
CompensationExplanation/CompensationExplanationGrp/PersonNm1BRIDGET CARLSON
CompensationExplanation/CompensationExplanationGrp/PersonNm2XIAOTING HAO
CompensationExplanation/CompensationExplanationGrp/PersonNm3MAGGIE CAIN
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/BOYAmt012569
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt011888
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0369
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt012569
IRS990EZ/Form990TotalAssetsGrp/EOYAmt011888
IRS990EZ/FundraisingGrossIncomeAmt055400
IRS990EZ/GrantsAndSimilarAmountsPaidAmt046801
IRS990EZ/GrossReceiptsAmt062281
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt06878
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt010069
IRS990EZ/NetAssetsOrFundBalancesEOYAmt010438
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt010069
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt010438
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/PersonNm0MEGAN SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BRIDGET CARLSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2XIAOTING HAO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MAGGIE CAIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PAST PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt06348
IRS990EZ/OtherRevenueTotalAmt03
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/GrantsAndAllocationsAmt046801
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt046801
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt08763
IRS990EZ/SpecialEventsNetIncomeLossAmt046637
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt02500
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01450
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt053149
IRS990EZ/TotalProgramServiceExpensesAmt046801
IRS990EZ/TotalRevenueAmt053518
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt06878
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt07855
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt07685
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt06983
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt07556
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt036957
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt014
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt015
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt017
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt023
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt072
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt055400
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt052461
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt068240
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt082000
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt085559
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0343660
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt014
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt015
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt017
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt023
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt072
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99980
IRS990ScheduleA/PublicSupportPY509Pct00.99980
IRS990ScheduleA/PublicSupportTotal509Amt0380617
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt062278
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt060316
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt075925
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt088983
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt093115
IRS990ScheduleA/Total509Grp/TotalAmt0380617
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt062281
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt060330
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt075940
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt089000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt093138
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0380689
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LINE 10 - GRANTS INCLDUE SUPPORT FOR SCHOOL ENRICHMENT PROGRAMS & FACILITIE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INTEREST INCOME 3 TOTAL 3
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES TEACHER APPRECIATION 6,348 TOTAL 6,348
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DEFERRED REVENUE 2,500 1,450
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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0XIAOTING HAO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04144464637
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-12
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/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/PreparationDt02021-08-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NICHOLAS POEHLMAN CPA MST
ReturnHeader/ReturnTs02021-08-23T13:15:52-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0XIAOTING
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HAO
ReturnHeader/TaxPeriodBeginDt02020-08-01
ReturnHeader/TaxPeriodEndDt02021-07-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,888
Liabilities
$1,450
Net assets
$10,438
Revenue
$53,518
Expenses
$53,149
Net income
$369
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