Civic Intelligence

Northside Parent Teacher Organization Inc

990EZ • Fiscal year 2018 • EIN 46-3039486

Aug 01, 2017 to Jul 31, 2018 • Filed on Dec 17, 2018

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

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

21st percentile

-13%

Higher net margin than 21% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

30th percentile

-9.0%

Faster asset growth than 30% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

29th percentile

-14%

Faster revenue growth than 29% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$29,246

Down $2,889 (-9.0%) from 2017

Net Assets

Down

$29,246

Down $2,889 (-9.0%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$23,097

Down $3,835 (-14%) from 2017

Expenses

Up

$25,986

Up $1,693 (+7.0%) from 2017

Net Income

Down

-$2,889

Down $5,528 (-209%) from 2017

Historical Trend

Balance Sheet Trend

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

2018

Assets$29,246
Liabilities$0
Net Assets$29,246

Operations Trend

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

2018

Revenue$23,097
Expenses$25,986
Net Income-$2,889
Jump To
Filing Snapshot
Filing Period
Aug 1, 2017 to Jul 31, 2018
Signed
Dec 17, 2018
Return Version
2017v2.3
Gross Receipts
$31,327
Mission and Program Overview

Mission

Child advocacy, education and enrichment

Program Services

DescriptionGrantsExpenses
Supplemental funds for classroom teachers, playground and equipment$0$12,847
Field trips and cultural events for students and staff--approx 600 people$0$7,780
School and classroom special events and programs for students, staff and families--approx 800 people$0$3,202
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Anne DauPresident-Elect-$0--
Lisa FroelichTreasurerPT$0--
Debbie FischerSecretary-$0--
Xenia SundellPresidentPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Run, Walk, Move$11,695-$2,197-
Total Events$11,695-$2,197$-2,197
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
Lisa Froelich
Title
Treasurer
Phone
6088299130
Signed
2018-12-17

Preparer

Firm
MW Accounting & Tax LLC
Address
2564 Branch Street Suite B1, 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: 7780. Description: Breakfast with Buddies. Amount: 919. Description: PTO Meeting Expense/Childcare. Amount: 729. Description: Supplies. Amount: 825. Description: Sunshine/Benevolence Grant. Amount: 67. Description: Appreciation/Hospitality. Amount: 757. Description: Teacher Supplements. Amount: 1951. Description: Read On Program. Amount: 693. Description: Wellness Committee. Amount: 10072. Description: Information Technology. Amount: 582. Description: Insurance. Amount: 450. Description: Programs. Amount: 861. Total to Form 990-EZ, line 16: 25686.

Raw XML Appendix179 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Lisa Froelich
IRS990EZ/BooksInCareOfDetail/PhoneNum06088299130
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03620 High Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Middleton
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053562
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt032135
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt029246
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt019889
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
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IRS990EZ/ExcessOrDeficitForYearAmt0-2889
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IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt032135
IRS990EZ/Form990TotalAssetsGrp/EOYAmt029246
IRS990EZ/FundraisingGrossIncomeAmt011433
IRS990EZ/GrossReceiptsAmt031327
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt05
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt032135
IRS990EZ/NetAssetsOrFundBalancesEOYAmt029246
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt032135
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt029246
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
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/PersonNm0Anne Dau
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Lisa Froelich
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Debbie Fischer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Xenia Sundell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President-Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt025686
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/ProgramServiceExpensesAmt07780
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt112847
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt23202
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt08230
IRS990EZ/SpecialEventsNetIncomeLossAmt03203
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt025986
IRS990EZ/TotalProgramServiceExpensesAmt023829
IRS990EZ/TotalRevenueAmt023097
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0www.northsidepto.com
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt019889
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt026927
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt030313
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt016527
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt018258
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0111914
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt011433
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt02156
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt08742
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt04354
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt08112
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt034797
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0146711
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt031322
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt029083
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt039055
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt020881
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt026370
IRS990ScheduleA/Total509Grp/TotalAmt0146711
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt031322
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt029083
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt039055
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt020881
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt026370
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0146711
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt011695
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt011695
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt02197
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Run, Walk, Move
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt011695
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt011695
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-2197
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02197
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02197
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Interest income. Amount: 5.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: Cultural Arts/Chaperones. Amount: 7780. Description: Breakfast with Buddies. Amount: 919. Description: PTO Meeting Expense/Childcare. Amount: 729. Description: Supplies. Amount: 825. Description: Sunshine/Benevolence Grant. Amount: 67. Description: Appreciation/Hospitality. Amount: 757. Description: Teacher Supplements. Amount: 1951. Description: Read On Program. Amount: 693. Description: Wellness Committee. Amount: 10072. Description: Information Technology. Amount: 582. Description: Insurance. Amount: 450. Description: Programs. Amount: 861. Total to Form 990-EZ, line 16: 25686.
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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Lisa Froelich
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06088299130
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-12-17
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/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId078E019DC59BD9F8F760C3D58FDE40DC76CF2584B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.35.161.130
ReturnHeader/FilingSecurityInformation/IPDt02018-12-17
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm010:42:36
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/ZIPCd053562
ReturnHeader/PreparerPersonGrp/PhoneNum06082060694
ReturnHeader/PreparerPersonGrp/PreparationDt02018-12-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michele M Wettstein
ReturnHeader/ReturnTs02018-12-17T11:17:12-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-08-01
ReturnHeader/TaxPeriodEndDt02018-07-31
ReturnHeader/TaxYr02017

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Filings