Civic Intelligence

Westlawn Elementary School PTO Inc.

990EZ • Fiscal year 2024 • EIN 81-3593887

Jul 01, 2023 to Jun 30, 2024 • Filed on May 08, 2025

Organization ProfileMY.CHEDDARUP.COM/ME/WESTLAWNPTO
W64n319 Madison AveCedarburg, WI 53012

(262) 385-1810

Siviq Scores

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

Liabilities / Assets

88th percentile

0.00x

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

2024 filings • NTEE B94 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

88th percentile

0.00x

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

2024 filings • NTEE B94 • <$500k nonprofits • Source year 2024

Net Margin

35th percentile

-2.6%

Higher net margin than 35% of similar nonprofits.

2024 filings • NTEE B94 • <$500k nonprofits • Source year 2024

Top Officer Pay

99th percentile

$0

Higher top officer pay than 99% of similar nonprofits.

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

2024 filings • NTEE B94 • <$500k nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Balance Sheet
Liabilities / Assets88th percentile

Assets

$39,223

No earlier filing loaded for comparison.

Net Assets

$39,223

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin35th percentile

Revenue

$46,942

No earlier filing loaded for comparison.

Expenses

$48,144

No earlier filing loaded for comparison.

Net Income

-$1,202

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$40K$30K$20K$10K$0Assets 2024: $39,223Liabilities 2024: $0Net Assets 2024: $39,2232024

Highlighted filing

2024

Assets$39,223
Liabilities$0
Net Assets$39,223
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60K$40K$20K$0-$20KRevenue 2024: $46,942Expenses 2024: $48,144Net Income 2024: -$1,2022024

Highlighted filing

2024

Revenue$46,942
Expenses$48,144
Net Income-$1,202
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 8, 2025
Return Version
2023v6.0
Gross Receipts
$64,476
Mission and Program Overview

Mission

The pto is organized for the purpose of supporting the education and welfare of children at westlawn elementary school by fostering relationships among the school, parents, and teachers and enrich student learning and the school community. Our objective is to provide westlawn with funds, programs, resources and services that enhance education for every child.

Program Services

DescriptionGrantsExpenses
JUST UNDER $9,000 SPENT FULFILLING STAFF GRANT REQUESTS FOR CLASSROOM NEEDS AND NEARLY $1,500 OF BOOKS DONATED TO ENHANCE CLASSROOM LIBRARIES.PROVIDING NINE FREE OR LOW COST EVENTS FOR STUDENTS AND FAMILIES TO ENJOY THROUGHOUT THE SCHOOL YEAR.FINANCIAL SUPPORT TO REDUCE FIELD TRIP TRANSPORTATION COSTS FOR STUDENTS. PROVIDING MEALS FOR THE STAFF ONCE A MONTH AND DURING PARENT TEACHER CONFERENCES TO BOOST MORAL FOR OUR HARD WORKING STAFF.$0$46,115
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NICOLE WAGNERCo-President-$0--
JENNIFER KACZANOWSKICo-President-$0--
KALYN LORENZCo-Vice President-$0--
TOM SCHOOFSCo-Vice President-$0--
LAUREN O'BRIENCo-Vice President-$0--
KATHERINE GILBERTSONCo-Secretary-$0--
CHARLOTTE BUTZLERCo-Secretary-$0--
SALLY WAGNERCo-Treasurer-$0--
BRITT FRANKCo-Treasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Readathon$14,214$14,214$1,626$12,588
Coffee & Kringle Sale$12,363$12,363$8,397$3,966
Total Events$47,754$47,754$17,534$30,220
Filing and Contact Details

Filer

Filer Name
Westlawn Elementary School Pto Inc
EIN
81-3593887
Phone
2623851810
Address
W64N319 MADISON AVE, CEDARBURG, WI 53012

Signing Officer

Name
Britt Frank
Title
Treasurer
Phone
2623851810
Signed
2025-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Ritz Holman Llp
Address
330 E KILBOURN AVE SUITE 222, MILWAUKEE, WI 53202
Preparer
Diana G Luttmann
Phone
4142711451
Supplemental Narrative

Additional Explanations

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

“Description: interest. Amount: 7.”

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

“Description: program expenses. Amount: 46,140. Description: insurance. Amount: 1,179. Description: office expense. Amount: 389. Description: fees and licenses. Amount: 114. Description: advertising. Amount: 83. Total to form 990-ez, line 16: 47,905.”

Raw XML Appendix197 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0NICOLE WAGNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JENNIFER KACZANOWSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KALYN LORENZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TOM SCHOOFS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LAUREN O'BRIEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KATHERINE GILBERTSON
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8BRITT FRANK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CO-VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CO-VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CO-VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5CO-SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6CO-SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7CO-TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8CO-TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt047905
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE PTO IS ORGANIZED FOR THE PURPOSE OF SUPPORTING THE EDUCATION AND WELFARE OF CHILDREN AT WESTLAWN ELEMENTARY SCHOOL BY FOSTERING RELATIONSHIPS AMONG THE SCHOOL, PARENTS, AND TEACHERS AND ENRICH STUDENT LEARNING AND THE SCHOOL COMMUNITY. OUR OBJECTIVE IS TO PROVIDE WESTLAWN WITH FUNDS, PROGRAMS, RESOURCES AND SERVICES THAT ENHANCE EDUCATION FOR EVERY CHILD.
IRS990EZ/PrintingPublicationsPostageAmt0124
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0JUST UNDER $9,000 SPENT FULFILLING STAFF GRANT REQUESTS FOR CLASSROOM NEEDS AND NEARLY $1,500 OF BOOKS DONATED TO ENHANCE CLASSROOM LIBRARIES.PROVIDING NINE FREE OR LOW COST EVENTS FOR STUDENTS AND FAMILIES TO ENJOY THROUGHOUT THE SCHOOL YEAR.FINANCIAL SUPPORT TO REDUCE FIELD TRIP TRANSPORTATION COSTS FOR STUDENTS. PROVIDING MEALS FOR THE STAFF ONCE A MONTH AND DURING PARENT TEACHER CONFERENCES TO BOOST MORAL FOR OUR HARD WORKING STAFF.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/TotalRevenueAmt046942
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IRS990EZ/WebsiteAddressTxt0MY.CHEDDARUP.COM/ME/WESTLAWNPTO
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt016716
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt020485
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt020073
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt06500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt066274
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt07
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IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0COFFEE & KRINGLE SALE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt014214
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt012363
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt021177
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt014214
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 7.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: PROGRAM EXPENSES. AMOUNT: 46,140. DESCRIPTION: INSURANCE. AMOUNT: 1,179. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 389. DESCRIPTION: FEES AND LICENSES. AMOUNT: 114. DESCRIPTION: ADVERTISING. AMOUNT: 83. TOTAL TO FORM 990-EZ, LINE 16: 47,905.
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/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRITT FRANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02623851810
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WESTLAWN ELEMENTARY SCHOOL PTO INC
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0813593887
ReturnHeader/Filer/PhoneNum02623851810
ReturnHeader/Filer/USAddress/AddressLine1Txt0W64N319 MADISON AVE
ReturnHeader/Filer/USAddress/CityNm0CEDARBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053012
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390919055
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RITZ HOLMAN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0330 E KILBOURN AVE SUITE 222
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MILWAUKEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053202
ReturnHeader/PreparerPersonGrp/PhoneNum04142711451
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DIANA G LUTTMANN
ReturnHeader/ReturnTs02025-05-08T15:51:12-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$39,223
Liabilities
$0
Net assets
$39,223
Revenue
$46,942
Expenses
$48,144
Net income
-$1,202
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$39.2$0.00$39.2$46.9$48.1$1.20