Civic Intelligence

Northside Parent Teacher Organization Inc

990EZ • Fiscal year 2016 • EIN 46-3039486

Aug 01, 2015 to Jul 31, 2016 • Filed on Dec 14, 2016

Organization ProfileN/A
3620 High RoadMiddleton, WI 53562

(608) 829-9130

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

26th percentile

-8.3%

Higher net margin than 26% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

31st percentile

-7.9%

Faster asset growth than 31% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

91st percentile

83%

Faster revenue growth than 91% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$29,496

Down $2,528 (-7.9%) from 2015

Net Assets

Down

$29,496

Down $2,528 (-7.9%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin26th percentile

Revenue

Up

$30,316

Up $13,786 (+83%) from 2015

Expenses

Up

$32,844

Up $19,089 (+139%) from 2015

Net Income

Down

-$2,528

Down $5,303 (-191%) from 2015

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 2014: $29,249Net Assets 2014: $29,2492014Assets 2015: $32,024Net Assets 2015: $32,0242015Assets 2016: $29,496Net Assets 2016: $29,4962016Assets 2017: $32,135Liabilities 2017: $0Net Assets 2017: $32,1352017Assets 2018: $29,246Liabilities 2018: $0Net Assets 2018: $29,2462018Assets 2019: $29,402Liabilities 2019: $0Net Assets 2019: $29,4022019Assets 2020: $30,776Liabilities 2020: $0Net Assets 2020: $30,7762020Assets 2021: $27,282Net Assets 2021: $27,2822021Assets 2022: $26,201Net Assets 2022: $26,2012022Assets 2023: $33,187Net Assets 2023: $33,1872023Assets 2024: $37,681Net Assets 2024: $37,6812024

Highlighted filing

2016

Assets$29,496
Liabilities-
Net Assets$29,496
Open 2016 Filing

Operations Trend

Revenue Growth91st percentile

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

$100K$50K$0-$50KRevenue 2014: $18,273Expenses 2014: $16,140Net Income 2014: $2,1332014Revenue 2015: $16,530Expenses 2015: $13,755Net Income 2015: $2,7752015Revenue 2016: $30,316Expenses 2016: $32,844Net Income 2016: -$2,5282016Revenue 2017: $26,932Expenses 2017: $24,293Net Income 2017: $2,6392017Revenue 2018: $23,097Expenses 2018: $25,986Net Income 2018: -$2,8892018Revenue 2019: $22,381Expenses 2019: $22,225Net Income 2019: $1562019Revenue 2020: $21,826Expenses 2020: $20,452Net Income 2020: $1,3742020Revenue 2021: $4,125Expenses 2021: $7,619Net Income 2021: -$3,4942021Revenue 2022: $11,265Expenses 2022: $12,347Net Income 2022: -$1,0822022Revenue 2023: $22,959Expenses 2023: $15,971Net Income 2023: $6,9882023Revenue 2024: $98,508Expenses 2024: $94,014Net Income 2024: $4,4942024

Highlighted filing

2016

Revenue$30,316
Expenses$32,844
Net Income-$2,528
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2015 to Jul 31, 2016
Signed
Dec 14, 2016
Return Version
2015v2.1
Gross Receipts
$39,055
Mission and Program Overview

Mission

Child advocacy, education and enrichment

Program Services

DescriptionGrantsExpenses
SUPPLEMENTAL FUNDS FOR CLASSROOM TEACHERS, PLAYGROUND AND EQUIPMENT-$20,839
FIELD TRIPS AND CULTURAL EVENTS FOR STUDENTS AND STAFF--APPROX 600 PEOPLE-$7,615
SCHOOL AND CLASSROOM SPECIAL EVENTS AND PROGRAMS FOR STUDENTS, STAFF AND FAMILIES--APPROX 800 PEOPLE-$3,451
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIE LUEDTKEPresident El-$0--
LYNNE KRAMERPresidentPT$0--
KERRY OSTRENGTreasurerPT$0--
SARAH MENDELINSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
School Kits/cal$5,532$5,204$5,204$0
Fun Run$19,736$3,535$3,535$0
Total Events$25,268$8,739$8,739-
Filing and Contact Details

Filer

Filer Name
Northside Parent Teacher
EIN
46-3039486
Phone
6088299130
Address
3620 HIGH ROAD, MIDDLETON, WI 53562

Signing Officer

Name
Kerry Ostreng
Title
Treasurer
Phone
6088299130
Signed
2016-12-14

Preparer

Firm
Mw Accounting & Tax LLC
Address
2564 BRANCH STREET SUITE B1, MIDDLETON, WI 53562-2851
Preparer
Michele M Wettstein
Phone
6082060694
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I

“Transfer from pta wi congress 39-1745808”

Form 990-ez, Part I, Line 16

“Expenses information technology 269 insurance 370 cultural arts/chaperones 7,615 breakfast with buddies 961 funding proposals 11,240 pta meeting exp/childcare 735 miscellaneous/other 651 supplies 382 sunshine/benevolence grnt 161 appreciation/hospitality 817 teacher supplements 1,397 website fees 287 read on program 722 wellness committee 6,937 total 32,544”

Raw XML Appendix148 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0KATHLEEN CALLAGHAN
IRS990EZ/BooksInCareOfDetail/PhoneNum06088299130
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03620 HIGH ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MIDDLETON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053562
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt032024
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt029496
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt030313
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2528
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0300
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt032024
IRS990EZ/Form990TotalAssetsGrp/EOYAmt029496
IRS990EZ/FundraisingGrossIncomeAmt08739
IRS990EZ/GrossReceiptsAmt039055
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt03
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt032024
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt032024
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt029496
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JULIE LUEDTKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LYNNE KRAMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KERRY OSTRENG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SARAH MENDELIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt032544
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHILD ADVOCACY, EDUCATION AND ENRICHMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FIELD TRIPS AND CULTURAL EVENTS FOR STUDENTS AND STAFF--APPROX 600 PEOPLE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SUPPLEMENTAL FUNDS FOR CLASSROOM TEACHERS, PLAYGROUND AND EQUIPMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SCHOOL AND CLASSROOM SPECIAL EVENTS AND PROGRAMS FOR STUDENTS, STAFF AND FAMILIES--APPROX 800 PEOPLE
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt07615
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt120839
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt23451
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt08739
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt032844
IRS990EZ/TotalProgramServiceExpensesAmt031905
IRS990EZ/TotalRevenueAmt030316
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt030313
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt016527
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt018258
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt065098
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt08742
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt04354
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt08112
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt021208
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt086306
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt039055
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt020881
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt026370
IRS990ScheduleA/Total509Grp/TotalAmt086306
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt039055
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt020881
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt026370
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt086306
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt016529
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt016201
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt0328
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt08739
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUN RUN
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SCHOOL KITS/CAL
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt019736
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt05532
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt025268
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt03535
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt05204
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt08739
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt08739
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03535
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt05204
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TRANSFER FROM PTA WI CONGRESS 39-1745808
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES INFORMATION TECHNOLOGY 269 INSURANCE 370 CULTURAL ARTS/CHAPERONES 7,615 BREAKFAST WITH BUDDIES 961 FUNDING PROPOSALS 11,240 PTA MEETING EXP/CHILDCARE 735 MISCELLANEOUS/OTHER 651 SUPPLIES 382 SUNSHINE/BENEVOLENCE GRNT 161 APPRECIATION/HOSPITALITY 817 TEACHER SUPPLEMENTS 1,397 WEBSITE FEES 287 READ ON PROGRAM 722 WELLNESS COMMITTEE 6,937 TOTAL 32,544
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KERRY OSTRENG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06088299130
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-12-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NORTHSIDE PARENT TEACHER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ORGANIZATION INC
ReturnHeader/Filer/BusinessNameControlTxt0NORT
ReturnHeader/Filer/EIN0463039486
ReturnHeader/Filer/PhoneNum06088299130
ReturnHeader/Filer/USAddress/AddressLine1Txt03620 HIGH ROAD
ReturnHeader/Filer/USAddress/CityNm0MIDDLETON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053562
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461661395
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MW ACCOUNTING & TAX LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02564 BRANCH STREET SUITE B1
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MIDDLETON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0535622851
ReturnHeader/PreparerPersonGrp/PhoneNum06082060694
ReturnHeader/PreparerPersonGrp/PreparationDt02016-12-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHELE M WETTSTEIN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-12-14T09:02:18-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-08-01
ReturnHeader/TaxPeriodEndDt02016-07-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$29,496
Liabilities
-
Net assets
$29,496
Revenue
$30,316
Expenses
$32,844
Net income
-$2,528
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$37.7$37.7$98.5$94.0$4.49
2023Detailed filing. Detailed filing data is available for this year.$33.2$33.2$23.0$16.0$6.99
2022Detailed filing. Detailed filing data is available for this year.$26.2$26.2$11.3$12.3$1.08
2021Detailed filing. Detailed filing data is available for this year.$27.3$27.3$4.13$7.62$3.49
2020Detailed filing. Detailed filing data is available for this year.$30.8$0.00$30.8$21.8$20.5$1.37
2019Detailed filing. Detailed filing data is available for this year.$29.4$0.00$29.4$22.4$22.2$0.16
2018Detailed filing. Detailed filing data is available for this year.$29.2$0.00$29.2$23.1$26.0$2.89
2017Detailed filing. Detailed filing data is available for this year.$32.1$0.00$32.1$26.9$24.3$2.64
2016Detailed filing. Detailed filing data is available for this year.$29.5$29.5$30.3$32.8$2.53
2015Detailed filing. Detailed filing data is available for this year.$32.0$32.0$16.5$13.8$2.78
2014Detailed filing. Detailed filing data is available for this year.$29.2$29.2$18.3$16.1$2.13