Civic Intelligence

Swanson Elementary School Parent Teacher Organization Inc

EIN 39-1972645 • 501(c)3 • Brookfield, WI

Profile

Swanson PTO provides many benefits and added educational programs for all of Swanson Elementary School students, staff and families. This includes but is not limited to complete funding for Swansons' high interest day, All District Read books for every student, whole school social events and staff/teacher appreciation gifts and reimbursements.

305 N Calhoun RdBrookfield, WI 53005-3401
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

23rd percentile

-21%

Higher net margin than 23% 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

20th percentile

-42%

Faster asset growth than 20% of similar nonprofits.

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

Revenue Growth

74th percentile

23%

Faster revenue growth than 74% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$16,786

Down $12,078 (-42%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$16,786

Down $12,078 (-42%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin23rd percentile

Revenue

Up

$69,912

Up $13,296 (+23%) from 2024

Expenses

Up

$84,535

Up $6,073 (+7.7%) from 2024

Net Income

Up

-$14,623

Up $7,223 (+33%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth20th percentile

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

$60K$40K$20K$0Assets 2012: $43,961Liabilities 2012: $02012Assets 2013: $42,582Liabilities 2013: $02013Assets 2014: $28,358Liabilities 2014: $02014Assets 2015: $24,942Liabilities 2015: $02015Assets 2016: $39,168Liabilities 2016: $02016Assets 2017: $28,009Liabilities 2017: $02017Assets 2018: $32,322Liabilities 2018: $02018Assets 2019: $33,087Liabilities 2019: $02019Assets 2020: $20,598Liabilities 2020: $02020Assets 2021: $8,397Liabilities 2021: $02021Assets 2022: $38,045Liabilities 2022: $0Net Assets 2022: $38,0452022Assets 2023: $50,248Liabilities 2023: $0Net Assets 2023: $50,2482023Assets 2024: $28,864Liabilities 2024: $0Net Assets 2024: $28,8642024Assets 2025: $16,786Net Assets 2025: $16,7862025

Highlighted filing

2025

Assets$16,786
Liabilities-
Net Assets$16,786
Open 2025 Filing

Operations Trend

Revenue Growth74th percentile

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

$100K$50K$0-$50KRevenue 2012: $19,367Expenses 2012: $11,933Net Income 2012: $7,4342012Revenue 2013: $27,350Expenses 2013: $28,729Net Income 2013: -$1,3792013Revenue 2014: $27,104Expenses 2014: $41,328Net Income 2014: -$14,2242014Revenue 2015: $31,605Expenses 2015: $35,021Net Income 2015: -$3,4162015Revenue 2016: $53,376Expenses 2016: $39,150Net Income 2016: $14,2262016Revenue 2017: $35,174Expenses 2017: $46,332Net Income 2017: -$11,1582017Revenue 2018: $58,113Expenses 2018: $53,801Net Income 2018: $4,3122018Revenue 2019: $27,209Expenses 2019: $26,444Net Income 2019: $7652019Revenue 2020: $27,922Expenses 2020: $40,411Net Income 2020: -$12,4892020Revenue 2021: $8,207Expenses 2021: $20,408Net Income 2021: -$12,2012021Revenue 2022: $56,101Expenses 2022: $26,454Net Income 2022: $29,6472022Revenue 2023: $55,758Expenses 2023: $43,877Net Income 2023: $11,8812023Revenue 2024: $56,616Expenses 2024: $78,462Net Income 2024: -$21,8462024Revenue 2025: $69,912Expenses 2025: $84,535Net Income 2025: -$14,6232025

Highlighted filing

2025

Revenue$69,912
Expenses$84,535
Net Income-$14,623
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,786
Liabilities
-
Net assets
$16,786
Revenue
$69,912
Expenses
$84,535
Net income
-$14,623
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$16.8$16.8$69.9$84.5$14.6
2024Detailed filing. Detailed filing data is available for this year.$28.9$0.00$28.9$56.6$78.5$21.8
2023Detailed filing. Detailed filing data is available for this year.$50.2$0.00$50.2$55.8$43.9$11.9
2022Detailed filing. Detailed filing data is available for this year.$38.0$0.00$38.0$56.1$26.5$29.6
2021Summary only. Only limited summary data is available for this year.$8.40$0.00$8.21$20.4$12.2
2020Summary only. Only limited summary data is available for this year.$20.6$0.00$27.9$40.4$12.5
2019Summary only. Only limited summary data is available for this year.$33.1$0.00$27.2$26.4$0.77
2018Summary only. Only limited summary data is available for this year.$32.3$0.00$58.1$53.8$4.31
2017Summary only. Only limited summary data is available for this year.$28.0$0.00$35.2$46.3$11.2
2016Summary only. Only limited summary data is available for this year.$39.2$0.00$53.4$39.2$14.2
2015Summary only. Only limited summary data is available for this year.$24.9$0.00$31.6$35.0$3.42
2014Summary only. Only limited summary data is available for this year.$28.4$0.00$27.1$41.3$14.2
2013Summary only. Only limited summary data is available for this year.$42.6$0.00$27.4$28.7$1.38
2012Summary only. Only limited summary data is available for this year.$44.0$0.00$19.4$11.9$7.43
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 12, 2025
Return Version
2024v5.0
Gross Receipts
$98,168
Mission and Program Overview

Mission

Educational Enrichment; supporting staff and students.

Educational enrichment; supporting staff and students

Program Services

DescriptionGrantsExpenses
Playworks: Playworks' mission is to improve the health and well-being of all children by increasing opportunities for physical activity and safe, meaningful play. This benefitted the entire school: 850 students and 100 teachers.$0$12,000
Swansonfest: Funded SwansonFest, a high-interest day which includes hiring facilitators and speakers for the day and providing lunch and tee shirts to all staff, students, and presenters. This benefitted the entire school: 850 students and 100 teachers. It also helped forge relationships between the school and community members.-$8,736
Staff Reimbursement: Each staff member is reimbursed up to $200 for items purchased to make their classrooms and classes run smoothly. May include decor, supplies, games, books, etc. The benefitted the entire school: 850 students and 100 teachers.-$7,625
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Beth KimmellPresidentPT$0--
Justin QuallerSecretary-$0--
Devon BlumerFundraising-$0--
Mary SchmitzHospitality Director-$0--
Jessica EvansCo-Treasurer-$0--
Shannon GoodwinSpecial Events-$0--
Angela McLeanCo-Treasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run Fundraiser$82,125$53,869-$53,869
Supply Kits$5,496$5,496-$5,496
Total Events$87,621$59,365$0$59,365
Filing and Contact Details

Filer

Filer Name
Swanson Elementary School Parent Teacher Organization Inc
EIN
39-1972645
Address
305 N CALHOUN RD, BROOKFIELD, WI 53005-3401

Signing Officer

Name
Angela McLean
Title
Co-Treasurer
Signed
2025-11-12
Raw XML Appendix185 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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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Angela McLean
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Co-Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SWANSON ELEMENTARY SCHOOL PARENT TEACHER ORGANIZATION INC
ReturnHeader/Filer/BusinessNameControlTxt0SWAN
ReturnHeader/Filer/EIN0391972645
ReturnHeader/Filer/USAddress/AddressLine1Txt0305 N CALHOUN RD
ReturnHeader/Filer/USAddress/CityNm0BROOKFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0530053401
ReturnHeader/ReturnTs02025-11-12T20:05:19Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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