Margaretanns Place Inc

990EZ • Fiscal year 2014 • EIN 39-1944951

Jul 01, 2013 to Jun 30, 2014 • Filed on May 14, 2015

Organization Profile WWW.MARGARETANNSPLACE.ORG

6633 Green Bay Rd53142

(262) 654-8700

Siviq Scores

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

1.23x

Higher debt load relative to assets than 95% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

0.31x

Higher debt load relative to revenue than 89% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

-91%

Higher net margin than 5% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

-71%

Faster asset growth than 5% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

-80%

Faster revenue growth than 3% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet

Liabilities / Assets95th percentile

Assets

Down

$4,904

Down $11,781 (-71%) from 2013

Net Assets

Down

-$1,107

Down $17,725 (-107%) from 2013

Liabilities

$6,011

Up $5,944 (+8872%) from 2013

Revenue And Expenses

Liabilities / Revenue89th percentile Net Margin5th percentile

Revenue

Down

$19,579

Down $77,566 (-80%) from 2013

Expenses

Down

$37,304

Down $56,439 (-60%) from 2013

Net Income

Down

-$17,725

Down $21,127 (-621%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth5th percentile

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

Highlighted filing

2014

Assets$4,904

Liabilities$6,011

Net Assets-$1,107

Open 2014 Filing

Operations Trend

Revenue Growth3rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2014

Revenue$19,579

Expenses$37,304

Net Income-$17,725

Open 2014 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2013 to Jun 30, 2014
Signed: May 14, 2015
Return Version: 2013v4.0
Gross Receipts: $44,095

Mission and Program Overview

Mission

Free services for children and families coping with death and dying.

Program Services

Description	Grants	Expenses
PEER SUPPORT/EDUCATION GROUPS FOR CHILDREN AGES 3 AND UP ARE HELD IN THE EVENING WITH THEIR PARENTS/CAREGIVERS OR IN THE SCHOOLS DURING REGULAR SCHOOL HOURS TO HELP CHILDREN COPE WITH THE DEATH OF A PARENT OR SIBLING OR OTHER PERSON CLOSE TO THEM. PARTICIPANTS RECEIVE EDUCATIONAL BEREAVEMENT LITERATURE. WE ALSO PROVIDE PROFESSIONAL TRAINING TO SCHOOL STAFF.	$61,820	-

Compensation and Service Providers

Top Officer Pay74th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
LAURA CAPUTO	Director	-	$0	-	-
ROBERT MOORE	Director	-	$0	-	-
DAN MOEN	Treasurer	-	$0	-	-
TONY DUNN	Director	-	$0	-	-
KENDALL CROOK	Director	-	$0	-	-

Fundraising, Events, and Gaming

Fundraising Events

Event	Gross Receipts	Gross Revenue	Direct Expenses	Net Income
Event 1	$8,313	$8,313	$15,020	$-6,707
Event 2	$6,432	$6,432	$2,717	$3,715
Total Events	$20,718	$20,718	$19,196	$1,522

Filing and Contact Details

Filer

EIN: 39-1944951
Phone: 2626548700

Signing Officer

Name: Dan Moen
Title: Treasurer
Signed: 2015-05-14
Discuss with paid preparer: Yes

Preparer

Preparer: Daniel D Heyden CPA
Phone: 2626583313

Supplemental Narrative

Additional Explanations

Other Expenses.1005

“Travel $1040”

Other Expenses.1

“MISCELLANEOUS $2344”

Other Expenses.2

“Programs and activities $2059”

Other Assets.1011

“Prepaid Expenses and Deferred Charges - Beginning $390 Prepaid Expenses and Deferred Charges - Ending $390”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $67 Accounts Payable and Accrued Expenses - Ending $6011”

Raw XML Appendix166 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.

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IRS990EZ/BooksInCareOfDetail/PhoneNum	0	4147322663
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1	0	912 N HAWLEY RD
IRS990EZ/BooksInCareOfDetail/USAddress/City	0	MILWAUKEE
IRS990EZ/BooksInCareOfDetail/USAddress/State	0	WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode	0	53213
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	16295
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	4514
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	false
IRS990EZ/ContributionsGiftsGrantsEtcAmt	0	19837
IRS990EZ/CostOfGoodsSoldAmt	0	0
IRS990EZ/CostOrOtherBasisExpenseSaleAmt	0	0
IRS990EZ/DonorAdvisedFndsInd	0	false
IRS990EZ/EngagedInExcessBenefitTransInd	0	false
IRS990EZ/ExcessOrDeficitForYearAmt	0	-17725
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt	0	4805
IRS990EZ/FiledScheduleAInd	0	true
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form1120PolFiledInd	0	false
IRS990EZ/Form720FiledInd	0	false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	16685
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	4904
IRS990EZ/FundraisingGrossIncomeAmt	0	24258
IRS990EZ/GrossReceiptsAmt	0	44095
IRS990EZ/GrossReceiptsForPublicUseAmt	0	0
IRS990EZ/InfoInScheduleOPartIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InfoInScheduleOPartVInd	0	X
IRS990EZ/InitiationFeesAndCapContriAmt	0	0
IRS990EZ/LobbyingActivitiesInd	0	false
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MethodOfAccountingAccrualInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	16618
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	-1107
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	16618
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	-1107
IRS990EZ/OccupancyRentUtltsAndMaintAmt	0	3011
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	LAURA CAPUTO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	ROBERT MOORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	DAN MOEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	TONY DUNN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	4	KENDALL CROOK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	4	Director
IRS990EZ/OperateHospitalInd	0	false
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	false
IRS990EZ/OrganizationFiled990TInd	0	false
IRS990EZ/OrganizationHadUBIInd	0	false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt	0	390
IRS990EZ/OtherAssetsTotalDetail/EOYAmt	0	390
IRS990EZ/OtherExpensesTotalAmt	0	5443
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	false
IRS990EZ/PrimaryExemptPurposeTxt	0	FREE SERVICES FOR CHILDREN AND FAMILIES COPING WITH DEATH AND DYING.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	PEER SUPPORT/EDUCATION GROUPS FOR CHILDREN AGES 3 AND UP ARE HELD IN THE EVENING WITH THEIR PARENTS/CAREGIVERS OR IN THE SCHOOLS DURING REGULAR SCHOOL HOURS TO HELP CHILDREN COPE WITH THE DEATH OF A PARENT OR SIBLING OR OTHER PERSON CLOSE TO THEM. PARTICIPANTS RECEIVE EDUCATIONAL BEREAVEMENT LITERATURE. WE ALSO PROVIDE PROFESSIONAL TRAINING TO SCHOOL STAFF.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	0	61820
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/RelatedOrgSect527OrgInd	0	false
IRS990EZ/SalariesOtherCompEmplBnftAmt	0	24045
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SchoolOperatingInd	0	false
IRS990EZ/SpecialEventsDirectExpensesAmt	0	24516
IRS990EZ/SpecialEventsNetIncomeLossAmt	0	-258
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt	0	67
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt	0	6011
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TotalExpensesAmt	0	37304
IRS990EZ/TotalProgramServiceExpensesAmt	0	61820
IRS990EZ/TotalRevenueAmt	0	19579
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	false
IRS990EZ/WebsiteAddressTxt	0	WWW.MARGARETANNSPLACE.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt	0	67559
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt	0	99231
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt	0	99194
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt	0	116978
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt	0	170583
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt	0	553545
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt	0	0
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt	0	0
IRS990ScheduleA/OtherIncome170Grp/TotalAmt	0	0
IRS990ScheduleA/PublicOrganization170Ind	0	X
IRS990ScheduleA/PublicSupportCY170Pct	0	1.00000
IRS990ScheduleA/PublicSupportTotal170Amt	0	553545
IRS990ScheduleA/SubstantialContributorsTotAmt	0	0
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt	0	0
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind	0	X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt	0	67559
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt	0	99231
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt	0	99194
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt	0	116978
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt	0	170583
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt	0	553545
IRS990ScheduleA/TotalSupportAmt	0	553545
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt	0	0
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt	0	19196
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt	0	8313
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt	0	6432
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt	0	5973
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt	0	20718
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt	0	8313
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt	0	6432
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt	0	5973
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt	0	20718
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt	0	CAMP ERIN
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt	0	MISC
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt	0	1522
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt	0	1459
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt	0	19196
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt	0	15020
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt	0	2717
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt	0	1
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	Travel $1040
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	MISCELLANEOUS $2344
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	PROGRAMS AND ACTIVITIES $2059
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	3	Prepaid Expenses and Deferred Charges - Beginning $390 Prepaid Expenses and Deferred Charges - Ending $390
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	4	Accounts Payable and Accrued Expenses - Beginning $67 Accounts Payable and Accrued Expenses - Ending $6011
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	3	Other Assets.1011
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	4	Total Liabilities.1001
ReturnHeader/BuildTS	0	2016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	DAN MOEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2015-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	MARGARETANNS PLACE
ReturnHeader/Filer/BusinessNameControlTxt	0	MARG
ReturnHeader/Filer/EIN	0	391944951
ReturnHeader/Filer/PhoneNum	0	2626548700
ReturnHeader/Filer/USAddress/AddressLine1	0	6633 GREEN BAY RD
ReturnHeader/Filer/USAddress/City	0	KENOSHA
ReturnHeader/Filer/USAddress/State	0	WI
ReturnHeader/Filer/USAddress/ZIPCode	0	53142
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1	0	Villani Becker & Larsen SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1	0	6535 GREEN BAY RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City	0	KENOSHA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State	0	WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode	0	531422967
ReturnHeader/PreparerPersonGrp/PhoneNum	0	2626583313
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	DANIEL D HEYDEN CPA
ReturnHeader/ReturnTs	0	2015-05-14T14:43:38-07:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2013-07-01
ReturnHeader/TaxPeriodEndDt	0	2014-06-30
ReturnHeader/TaxYr	0	2013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $4,904
Liabilities: $6,011
Net assets: -$1,107
Revenue: $19,579
Expenses: $37,304
Net income: -$17,725

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2014Detailed filing. Detailed filing data is available for this year.	$0.05	$0.06	$0.01	$0.20	$0.37	$0.18
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.	$0.17	$0.00	$0.17	$0.97	$0.94	$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.	$0.15	$0.01	$0.13		$1.17
2011Summary only. Only limited summary data is available for this year.	$0.09	$0.03		$1.32	$1.56	$0.24