Civic Intelligence

Mequon-Theinsville Area Council Parent Teacher Organization

EIN 51-0580040 • 501(c)3 • Mequon, WI

990-N Coverage

Profile

Support educ opport for lake shore

11036 North Range Line RdMequon, WI 53092-4930

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

74th percentile

20%

Higher net margin than 74% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

90th percentile

83%

Faster asset growth than 90% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

67th percentile

13%

Faster revenue growth than 67% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$13,001

Up $5,900 (+83%) from 2014

Liabilities

Flat

$0

Flat from 2014

Net Assets

Up

$13,001

Up $5,900 (+83%) from 2014

Operations
Liabilities / Revenue62nd percentileNet Margin74th percentile

Revenue

Up

$29,772

Up $3,484 (+13%) from 2014

Expenses

Down

$23,872

Down $8,151 (-25%) from 2014

Net Income

Up

$5,900

Up $11,635 (+203%) from 2014

Trend Graphs

Balance Sheet Trend

Asset Growth90th percentile

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

$20K$15K$10K$5.0K$0Assets 2012: $15,697Liabilities 2012: $02012Assets 2013: $12,836Liabilities 2013: $0Net Assets 2013: $12,8362013Assets 2014: $7,101Liabilities 2014: $0Net Assets 2014: $7,1012014Assets 2015: $13,001Liabilities 2015: $0Net Assets 2015: $13,0012015

Highlighted filing

2015

Assets$13,001
Liabilities$0
Net Assets$13,001
Open 2015 Filing

Operations Trend

Revenue Growth67th percentile

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

$40K$30K$20K$10K$0-$10KRevenue 2012: $14,271Expenses 2012: $11,354Net Income 2012: $2,9172012Revenue 2013: $10,909Expenses 2013: $13,770Net Income 2013: -$2,8612013Revenue 2014: $26,288Expenses 2014: $32,023Net Income 2014: -$5,7352014Revenue 2015: $29,772Expenses 2015: $23,872Net Income 2015: $5,9002015

Highlighted filing

2015

Revenue$29,772
Expenses$23,872
Net Income$5,900
Open 2015 Filing

Filings

Most recent year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,001
Liabilities
$0
Net assets
$13,001
Revenue
$29,772
Expenses
$23,872
Net income
$5,900
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$13.0$0.00$13.0$29.8$23.9$5.90
2014Detailed filing. Detailed filing data is available for this year.$7.10$0.00$7.10$26.3$32.0$5.74
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.8$0.00$12.8$10.9$13.8$2.86
2012Summary only. Only limited summary data is available for this year.$15.7$0.00$14.3$11.4$2.92
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 9, 2015
Return Version
2014v5.0
Gross Receipts
$47,748
Mission and Program Overview

Mission

Support educ opport for lake shore

Program Services

DescriptionGrantsExpenses
SUPPORTED EDUCATIONAL OPPORTUNITIES FOR LAKE SHORE STUDENTS-$41,848
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SARAH TIMMERCo-President-$0--
SHERI PRICECo-President-$0--
JULIA BIRMINGHAMCo-President-$0--
ANN GORLINSKISecretary-$0--
THUY BARRONTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Carnival$6,557$6,557$4,421$2,136
School Club$5,199$5,199$3,413$1,786
Total Events$38,043$38,043$17,976$20,067
Filing and Contact Details

Filer

Filer Name
Lake Shore Middle School Pto Inc
EIN
51-0580040
Address
11036 NORTH RANGE LINE RD, MEQUON, WI 53092-4930

Signing Officer

Name
Julie Smallwood
Title
Treasurer
Phone
2622387600
Signed
2015-11-09
Discuss with paid preparer
No

Preparer

Firm
Wasserman & Associates LLC
Address
8375 S Howell Ave Ste 202, Oak Creek, WI 53154-8344
Preparer
Gary Shuff
Phone
4147647020
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity mini-grants amount 1,658activity mini-grants”

Description of other expenses Part I line 16

“Description amountadmin/office expenses 977dues 125greek olympics 233classroom expenses 2,141pbis 799guidance 130post prom 50insurance 190other expenses 314registration expenses 168pto gifts to lake shore 13,075red ribbon week 184staff appreciation 3,444”

Raw XML Appendix183 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JULIE SMALLWOOD
IRS990EZ/BooksInCareOfDetail/PhoneNum04143916860
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01122 WINESAP CT
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MEQUON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053092
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt07101
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt013001
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt04095
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05900
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0384
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt07101
IRS990EZ/Form990TotalAssetsGrp/EOYAmt013001
IRS990EZ/FundraisingGrossIncomeAmt038043
IRS990EZ/GrantsAndSimilarAmountsPaidAmt01658
IRS990EZ/GrossReceiptsAmt047748
IRS990EZ/GroupExemptionNum05432
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt05610
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt07101
IRS990EZ/NetAssetsOrFundBalancesEOYAmt013001
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt07101
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt013001
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SARAH TIMMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SHERI PRICE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JULIA BIRMINGHAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ANN GORLINSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4THUY BARRON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt021830
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT EDUC OPPORT FOR LAKE SHORE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORTED EDUCATIONAL OPPORTUNITIES FOR LAKE SHORE STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt041848
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt017976
IRS990EZ/SpecialEventsNetIncomeLossAmt020067
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt023872
IRS990EZ/TotalProgramServiceExpensesAmt041848
IRS990EZ/TotalRevenueAmt029772
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt09705
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05704
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04867
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt08755
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt06791
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt035822
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt06
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt010
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt086
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0105
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt038043
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt041231
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt046239
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt043696
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt047738
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0216947
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt06
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt010
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt086
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0105
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99960
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0252769
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt047748
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt046935
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt051106
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt052451
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt054529
IRS990ScheduleA/Total509Grp/TotalAmt0252769
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt047748
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt046938
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt051112
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt052461
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt054615
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0252874
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt017976
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CARNIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SCHOOL CLUB
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt06557
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt05199
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt026287
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt038043
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt06557
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt05199
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt026287
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt038043
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt020067
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt010142
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt017976
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04421
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03413
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt07
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY MINI-GRANTS AMOUNT 1,658ACTIVITY MINI-GRANTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTADMIN/OFFICE EXPENSES 977DUES 125GREEK OLYMPICS 233CLASSROOM EXPENSES 2,141PBIS 799GUIDANCE 130POST PROM 50INSURANCE 190OTHER EXPENSES 314REGISTRATION EXPENSES 168PTO GIFTS TO LAKE SHORE 13,075RED RIBBON WEEK 184STAFF APPRECIATION 3,444
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIE SMALLWOOD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02622387600
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAKE SHORE MIDDLE SCHOOL PTO INC
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0510580040
ReturnHeader/Filer/USAddress/AddressLine1Txt011036 NORTH RANGE LINE RD
ReturnHeader/Filer/USAddress/CityNm0MEQUON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0530924930
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0264513576
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Wasserman & Associates LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08375 S Howell Ave Ste 202
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Oak Creek
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0531548344
ReturnHeader/PreparerPersonGrp/PhoneNum04147647020
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gary Shuff
ReturnHeader/ReturnTs02015-11-09T12:33:17-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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