Civic Intelligence

Northside Parent Teacher Organization Inc

990EZ • Fiscal year 2017 • EIN 46-3039486

Aug 01, 2016 to Jul 31, 2017 • Filed on Dec 12, 2017

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

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

63rd percentile

9.8%

Higher net margin than 63% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

61st percentile

8.9%

Faster asset growth than 61% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

32nd percentile

-11%

Faster revenue growth than 32% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$32,135

Up $2,639 (+8.9%) from 2016

Net Assets

Up

$32,135

Up $2,639 (+8.9%) from 2016

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin63rd percentile

Revenue

Down

$26,932

Down $3,384 (-11%) from 2016

Expenses

Down

$24,293

Down $8,551 (-26%) from 2016

Net Income

Up

$2,639

Up $5,167 (+204%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth61st 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

2017

Assets$32,135
Liabilities$0
Net Assets$32,135
Open 2017 Filing

Operations Trend

Revenue Growth32nd 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

2017

Revenue$26,932
Expenses$24,293
Net Income$2,639
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2016 to Jul 31, 2017
Signed
Dec 12, 2017
Return Version
2016v3.0
Gross Receipts
$29,083
Mission and Program Overview

Mission

Child advocacy, education and enrichment

Program Services

DescriptionGrantsExpenses
Supplemental funds for classroom teachers, playground and equipment$0$12,612
Field trips and cultural events for students and staff--approx 600 people$0$8,302
School and classroom special events and programs for students, staff and families--approx 800 people$0$2,360
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Xenia SundellPresident Elect-$0--
Kathey BilekPresidentPT$0--
Kathleen CallaghanTreasurerPT$0--
Debbie FischerSecretary-$0--
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
Kathleen Callaghan
Title
Treasurer
Phone
6088299130
Signed
2017-12-12

Preparer

Firm
MW Accounting & Tax LLC
Address
2564 Branch Street, Middleton, WI 53562
Preparer
Michele M Wettstein
Phone
6082060694
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 4 - Other Investment Income

“Description: Interest Income. Amount: 5.”

Form 990-EZ, Part I, Line 16 - Other Expenses

“Description: Cultural Arts/Chaperones. Amount: 8302. Description: Breakfast with Buddies. Amount: 995. Description: PTO Meeting Expense/Childcare. Amount: 660. Description: Miscellaneous. Amount: 4. Description: Supplies. Amount: 265. Description: Sunshine/Benevolence Grant. Amount: 500. Description: Appreciation/Hospitality. Amount: 758. Description: Teacher Supplements. Amount: 1696. Description: Read On Program. Amount: 436. Description: Wellness Committee. Amount: 9658. Description: Information Technology. Amount: 269. Description: Insurance. Amount: 450. Total to Form 990-EZ, line 16: 23993.”

Raw XML Appendix164 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/BusinessName/BusinessNameLine1Txt0Kathleen Callaghan
IRS990EZ/BooksInCareOfDetail/PhoneNum06088299130
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03620 High Street
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Middleton
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053562
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt029496
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IRS990EZ/ContributionsGiftsGrantsEtcAmt026927
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Xenia Sundell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Kathey Bilek
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Kathleen Callaghan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Debbie Fischer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt023993
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
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/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt08302
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt112612
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22360
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt02151
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalProgramServiceExpensesAmt023274
IRS990EZ/TotalRevenueAmt026932
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt026927
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt030313
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt016527
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt018258
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt092025
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt0115389
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearAmt02156
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus1YearAmt08742
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus2YearsAmt04354
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus3YearsAmt08112
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt029083
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt039055
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt020881
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt026370
IRS990ScheduleA/Total509Grp/TotalAmt0115389
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt029083
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt039055
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt020881
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt026370
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0115389
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Interest Income. Amount: 5.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: Cultural Arts/Chaperones. Amount: 8302. Description: Breakfast with Buddies. Amount: 995. Description: PTO Meeting Expense/Childcare. Amount: 660. Description: Miscellaneous. Amount: 4. Description: Supplies. Amount: 265. Description: Sunshine/Benevolence Grant. Amount: 500. Description: Appreciation/Hospitality. Amount: 758. Description: Teacher Supplements. Amount: 1696. Description: Read On Program. Amount: 436. Description: Wellness Committee. Amount: 9658. Description: Information Technology. Amount: 269. Description: Insurance. Amount: 450. Total to Form 990-EZ, line 16: 23993.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 4 - Other Investment Income
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16 - Other Expenses
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Kathleen Callaghan
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06088299130
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-12-12
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0363714BD4BA63EC656C89B13EC9BE3220469F257
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0363714BD4BA63EC656C89B13EC9BE3220469F257
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.35.161.130
ReturnHeader/FilingSecurityInformation/IPDt02017-12-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm011:43:41
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461661395
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MW Accounting & Tax LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02564 Branch Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Middleton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053562
ReturnHeader/PreparerPersonGrp/PhoneNum06082060694
ReturnHeader/PreparerPersonGrp/PreparationDt02017-12-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michele M Wettstein
ReturnHeader/ReturnTs02017-12-14T20:35:04-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-08-01
ReturnHeader/TaxPeriodEndDt02017-07-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$32,135
Liabilities
$0
Net assets
$32,135
Revenue
$26,932
Expenses
$24,293
Net income
$2,639
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