Civic Intelligence

Summit School PTO

990EZ • Fiscal year 2020 • EIN 80-0211608

Jan 01, 2020 to Dec 31, 2020 • Filed on Sep 07, 2021

1680 Valley RoadOconomowoc, WI 53066

(262) 560-6343

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

23rd percentile

-17%

Higher net margin than 23% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

20th percentile

-19%

Faster asset growth than 20% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

40th percentile

-25%

Faster revenue growth than 40% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$19,931

Down $4,658 (-19%) from 2019

Net Assets

$19,931

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$27,548

Down $9,399 (-25%) from 2019

Expenses

Up

$32,206

Up $13,625 (+73%) from 2019

Net Income

Down

-$4,658

Down $23,024 (-125%) from 2019

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2011: $31,522Liabilities 2011: $02011Assets 2012: $59,192Liabilities 2012: $02012Assets 2013: $29,798Liabilities 2013: $02013Assets 2014: $27,927Liabilities 2014: $02014Assets 2015: $30,106Liabilities 2015: $02015Assets 2016: $16,335Liabilities 2016: $02016Assets 2017: $18,396Liabilities 2017: $02017Assets 2018: $4,850Liabilities 2018: $02018Assets 2019: $24,589Liabilities 2019: $02019Assets 2020: $19,931Liabilities 2020: $0Net Assets 2020: $19,9312020Assets 2021: $13,990Liabilities 2021: $02021Assets 2022: $7,548Liabilities 2022: $0Net Assets 2022: $7,5482022Assets 2023: $10,627Liabilities 2023: $0Net Assets 2023: $10,6272023Assets 2024: $14,808Liabilities 2024: $0Net Assets 2024: $14,8082024Assets 2025: $18,287Liabilities 2025: $0Net Assets 2025: $18,2872025

Highlighted filing

2020

Assets$19,931
Liabilities$0
Net Assets$19,931

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $52,897Expenses 2011: $46,000Net Income 2011: $6,8972011Revenue 2012: $44,098Expenses 2012: $16,428Net Income 2012: $27,6702012Revenue 2013: $31,046Expenses 2013: $60,440Net Income 2013: -$29,3942013Revenue 2014: $28,542Expenses 2014: $30,413Net Income 2014: -$1,8712014Revenue 2015: $26,859Expenses 2015: $24,680Net Income 2015: $2,1792015Revenue 2016: $33,830Expenses 2016: $47,661Net Income 2016: -$13,8312016Revenue 2017: $35,511Expenses 2017: $33,450Net Income 2017: $2,0612017Revenue 2018: $32,228Expenses 2018: $45,774Net Income 2018: -$13,5462018Revenue 2019: $36,947Expenses 2019: $18,581Net Income 2019: $18,3662019Revenue 2020: $27,548Expenses 2020: $32,206Net Income 2020: -$4,6582020Revenue 2021: $3,557Expenses 2021: $9,498Net Income 2021: -$5,9412021Revenue 2022: $29,867Expenses 2022: $36,309Net Income 2022: -$6,4422022Revenue 2023: $36,840Expenses 2023: $33,761Net Income 2023: $3,0792023Revenue 2024: $46,416Expenses 2024: $42,235Net Income 2024: $4,1812024Revenue 2025: $43,523Expenses 2025: $40,044Net Income 2025: $3,4792025

Highlighted filing

2020

Revenue$27,548
Expenses$32,206
Net Income-$4,658
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Sep 7, 2021
Return Version
2020v4.1
Gross Receipts
$35,157
Mission and Program Overview

Mission

Promote the welfare of students at summit elementary

Program Services

DescriptionGrantsExpenses
TEACHER ALLOTMENTS & GRANTS$0$24,793
HUSKY HUSTLE$0$4,452
YEARBOOKS$0$2,904
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATIE GATLINPresidentPT$0--
MICHELLE BEARDVice PresidentPT$0--
KATHY DOROTEO-TADYCHSecretaryPT$0--
BETH CALVERTTreasurerPT$0--
CARY HILETYMarketingPT$0--
BRIAN STUCKEYPrincipalPT$0--
Filing and Contact Details

Filer

Filer Name
Summit School Pto
EIN
80-0211608
Phone
2625606343
Address
1680 VALLEY ROAD, OCONOMOWOC, WI 53066

Signing Officer

Name
Michelle Tayler
Title
Treasurer
Phone
2625606343
Signed
2021-09-07

Preparer

Firm
Cornerstone Tax & Accounting LLC
Address
N50 W34710 WISCONSIN AVENUE, OKAUCHEE, WI 53069
Preparer
Ruth L Eddingsaas CPA
Phone
2622447438
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 7 - Sales of Inventory

Income: gross receipts: 526. Returns and allowances: 0. Less cost of goods sold: 118. Gross profit: 408. Cost of goods sold: inventory at beginning of year: 0. Merchandise purchased: 118. Cost of labor: 0. Materials and supplies: 0. Other costs: 0. Inventory at end of year: 0. Cost of goods sold: 118.

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

Description: suppies. Amount: 117. Description: school sound system. Amount: 2539. Description: misc expenses. Amount: 158. Description: field trips. Amount: 1800. Description: teacher related exp. Amount: 25526. Description: office expense. Amount: 714. Description: insurance. Amount: 180. Description: donations. Amount: 500. Total to form 990-ez, line 16: 31534.

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
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IRS990EZ/BooksInCareOfDetail/PhoneNum02625606343
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01680 VALLEY ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0OCONOMOWOC
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IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KATIE GATLIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICHELLE BEARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KATHY DOROTEO-TADYCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BETH CALVERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CARY HILETY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BRIAN STUCKEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MARKETING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PRINCIPAL
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt031534
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE THE WELFARE OF STUDENTS AT SUMMIT ELEMENTARY
IRS990EZ/PrintingPublicationsPostageAmt055
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TEACHER ALLOTMENTS & GRANTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1HUSKY HUSTLE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2YEARBOOKS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt024793
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14452
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22904
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt07491
IRS990EZ/SpecialEventsNetIncomeLossAmt024806
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt032206
IRS990EZ/TotalProgramServiceExpensesAmt032149
IRS990EZ/TotalRevenueAmt027548
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0NA
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt035157
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt061289
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt064984
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt057567
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt071784
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0290781
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0290781
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt035157
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt061289
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt064984
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt057567
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt071784
IRS990ScheduleA/Total509Grp/TotalAmt0290781
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt035157
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt061289
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt064984
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt057567
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt071784
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0290781
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INCOME: GROSS RECEIPTS: 526. RETURNS AND ALLOWANCES: 0. LESS COST OF GOODS SOLD: 118. GROSS PROFIT: 408. COST OF GOODS SOLD: INVENTORY AT BEGINNING OF YEAR: 0. MERCHANDISE PURCHASED: 118. COST OF LABOR: 0. MATERIALS AND SUPPLIES: 0. OTHER COSTS: 0. INVENTORY AT END OF YEAR: 0. COST OF GOODS SOLD: 118.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: SUPPIES. AMOUNT: 117. DESCRIPTION: SCHOOL SOUND SYSTEM. AMOUNT: 2539. DESCRIPTION: MISC EXPENSES. AMOUNT: 158. DESCRIPTION: FIELD TRIPS. AMOUNT: 1800. DESCRIPTION: TEACHER RELATED EXP. AMOUNT: 25526. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 714. DESCRIPTION: INSURANCE. AMOUNT: 180. DESCRIPTION: DONATIONS. AMOUNT: 500. TOTAL TO FORM 990-EZ, LINE 16: 31534.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 7 - SALES OF INVENTORY
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHELLE TAYLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02625606343
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUMMIT SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0SUMM
ReturnHeader/Filer/EIN0800211608
ReturnHeader/Filer/PhoneNum02625606343
ReturnHeader/Filer/USAddress/AddressLine1Txt01680 VALLEY ROAD
ReturnHeader/Filer/USAddress/CityNm0OCONOMOWOC
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053066
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203065133
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CORNERSTONE TAX & ACCOUNTING LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0N50 W34710 WISCONSIN AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OKAUCHEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053069
ReturnHeader/PreparerPersonGrp/PhoneNum02622447438
ReturnHeader/PreparerPersonGrp/PreparationDt02021-09-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RUTH L EDDINGSAAS CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-09-17T08:59:33-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MICHELLE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TAYLER
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$18.3$0.00$18.3$43.5$40.0$3.48
2024Detailed filing. Detailed filing data is available for this year.$14.8$0.00$14.8$46.4$42.2$4.18
2023Detailed filing. Detailed filing data is available for this year.$10.6$0.00$10.6$36.8$33.8$3.08
2022Detailed filing. Detailed filing data is available for this year.$7.55$0.00$7.55$29.9$36.3$6.44
2021Summary only. Only limited summary data is available for this year.$14.0$0.00$3.56$9.50$5.94
2020Detailed filing. Detailed filing data is available for this year.$19.9$0.00$19.9$27.5$32.2$4.66
2019Summary only. Only limited summary data is available for this year.$24.6$0.00$36.9$18.6$18.4
2018Summary only. Only limited summary data is available for this year.$4.85$0.00$32.2$45.8$13.5
2017Summary only. Only limited summary data is available for this year.$18.4$0.00$35.5$33.5$2.06
2016Summary only. Only limited summary data is available for this year.$16.3$0.00$33.8$47.7$13.8
2015Summary only. Only limited summary data is available for this year.$30.1$0.00$26.9$24.7$2.18
2014Summary only. Only limited summary data is available for this year.$27.9$0.00$28.5$30.4$1.87
2013Summary only. Only limited summary data is available for this year.$29.8$0.00$31.0$60.4$29.4
2012Summary only. Only limited summary data is available for this year.$59.2$0.00$44.1$16.4$27.7
2011Summary only. Only limited summary data is available for this year.$31.5$0.00$52.9$46.0$6.90