Civic Intelligence

Marcy PTO

990EZ • Fiscal year 2022 • EIN 46-2725196

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 09, 2022

W180n4851 Marcy RdMenomonee Fls, WI 53051

(000) 000-0000

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

92nd percentile

60%

Higher net margin than 92% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

89th percentile

76%

Faster asset growth than 89% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2022

Revenue Growth

61st percentile

24%

Faster revenue growth than 61% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2022

Assets

Up

$73,116

Up $49,469 (+209%) from 2020

Net Assets

Up

$73,116

Up $79,059 (+1330%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$81,057

Up $28,498 (+54%) from 2020

Expenses

Down

$32,067

Down $31,555 (-50%) from 2020

Net Income

Up

$48,990

Up $60,053 (+543%) from 2020

Historical Trend

Balance Sheet Trend

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

$100K$50K$0-$50KAssets 2014: $11,440Liabilities 2014: $02014Assets 2015: $21,876Liabilities 2015: $0Net Assets 2015: $21,8762015Assets 2016: $29,514Liabilities 2016: $0Net Assets 2016: $29,5142016Assets 2017: $14,268Liabilities 2017: $02017Assets 2019: $29,591Liabilities 2019: $0Net Assets 2019: $29,5912019Assets 2020: $23,647Liabilities 2020: $0Net Assets 2020: -$5,9432020Assets 2022: $73,116Liabilities 2022: $0Net Assets 2022: $73,1162022Assets 2023: $62,491Liabilities 2023: $0Net Assets 2023: $62,4912023Assets 2024: $74,558Liabilities 2024: $0Net Assets 2024: $74,5582024Assets 2025: $69,706Liabilities 2025: $0Net Assets 2025: $69,7062025

Highlighted filing

2022

Assets$73,116
Liabilities$0
Net Assets$73,116

Operations Trend

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

$100K$50K$0-$50KRevenue 2014: $32,935Expenses 2014: $29,230Net Income 2014: $3,7052014Revenue 2015: $26,379Expenses 2015: $15,943Net Income 2015: $10,4362015Revenue 2016: $43,966Expenses 2016: $36,328Net Income 2016: $7,6382016Revenue 2017: $64,092Expenses 2017: $79,338Net Income 2017: -$15,2462017Revenue 2019: $59,043Expenses 2019: $46,685Net Income 2019: $12,3582019Revenue 2020: $52,559Expenses 2020: $63,622Net Income 2020: -$11,0632020Revenue 2022: $81,057Expenses 2022: $32,067Net Income 2022: $48,9902022Revenue 2023: $72,015Expenses 2023: $82,640Net Income 2023: -$10,6252023Revenue 2024: $66,223Expenses 2024: $54,156Net Income 2024: $12,0672024Revenue 2025: $54,405Expenses 2025: $59,257Net Income 2025: -$4,8522025

Highlighted filing

2022

Revenue$81,057
Expenses$32,067
Net Income$48,990
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 9, 2022
Return Version
2021v4.1
Gross Receipts
$96,895
Mission and Program Overview

Mission

To provide support for Marcy Elementary School students teachers and families

Program Services

DescriptionGrantsExpenses
0--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Melissa PetriePresidentPT$0--
Cheryl KoelblVice President-$0--
Melissa KappelerSecretaryPT$0--
Rebecca DeMaraisTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Carnival$19,778$18,988$5,545$13,443
Event 2$0$0$0$0
Total Events$19,778$18,988$5,545$13,443
Filing and Contact Details

Filer

Filer Name
Marcy Pto
EIN
46-2725196
Phone
0000000000
Address
W180N4851 MARCY RD, MENOMONEE FLS, WI 53051

Signing Officer

Name
Rebecca DeMarais
Title
Treasurer
Phone
0000000000
Signed
2022-11-09
Supplemental Narrative

Additional Explanations

Schedule O:

110 art room supplies capital equipment playground equipment professional development studentteacher book clubs library books field trips family events teacher grants 116 hospitality conference dinners

Raw XML Appendix246 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/PhoneNum08186246204
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0N50W17434 Greenview Ave
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Menomonee Falls
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053051
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Cheryl Koelbl
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Melissa Kappeler
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Rebecca DeMarais
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt03285
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To provide support for Marcy Elementary School students teachers and families
IRS990EZ/PrintingPublicationsPostageAmt0135
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt00
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt015838
IRS990EZ/SpecialEventsNetIncomeLossAmt021357
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt032067
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt081057
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlDecidingGrntFrgnOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SubstitutionBeyondOrgCntlInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgClassDesignatedInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgQualifiedInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportForeignOrgNoDetermInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtExclusivelySec170c2BInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt059641
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt018856
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt046033
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt059043
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt073540
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0257113
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt059
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt040
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt029
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt014
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0173
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt059
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt040
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt029
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt014
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0173
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt073540
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt059700
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt059072
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt073554
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0257286
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/DistributedAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesOtherEventsAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt00
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IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsOtherEventsAmt00
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IRS990ScheduleG/GamingManagerCompensationAmt00
IRS990ScheduleG/GamingManagerIsDirectorOfcrInd0X
IRS990ScheduleG/GamingManagerPersonNm0Rebecca DeMarais
IRS990ScheduleG/GamingManagerServicesProvTxt0Issues checks to calendar raffle winners
IRS990ScheduleG/GamingOwnFacilityPct01.00
IRS990ScheduleG/GamingWithNonmembersInd0true
IRS990ScheduleG/LicensedInd0true
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleG/StatesWhereGamingConductedCd0WI
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0110 art room supplies capital equipment playground equipment professional development studentteacher book clubs library books field trips family events teacher grants 116 hospitality conference dinners
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule O:
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Rebecca DeMarais
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum00000000000
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARCY PTO
ReturnHeader/Filer/BusinessNameControlTxt0MARC
ReturnHeader/Filer/EIN0462725196
ReturnHeader/Filer/PhoneNum00000000000
ReturnHeader/Filer/USAddress/AddressLine1Txt0W180N4851 MARCY RD
ReturnHeader/Filer/USAddress/CityNm0MENOMONEE FLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053051
ReturnHeader/ReturnTs02022-11-09T01:00:01Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Rebecca
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DeMarais
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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