Civic Intelligence

Dongas Bay Elementary School PTO Inc

EIN 87-0773712 • 501(c)3 • Mequon, WI

Profile

Support educational activities

2401 W Dongas Bay RdMequon, WI 53092-5562

not applicable

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

37th percentile

-4.5%

Higher net margin than 37% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

31st percentile

-18%

Faster asset growth than 31% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

30th percentile

-22%

Faster revenue growth than 30% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Down

$13,449

Down $2,996 (-18%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$13,449

Down $2,996 (-18%) from 2024

Revenue

Down

$66,260

Down $18,318 (-22%) from 2024

Expenses

Down

$69,256

Down $18,356 (-21%) from 2024

Net Income

Up

-$2,996

Up $38 (+1.3%) from 2024

Trend Graphs

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2012: $25,479Liabilities 2012: $02012Assets 2013: $29,709Liabilities 2013: $02013Assets 2014: $54,245Liabilities 2014: $0Net Assets 2014: $54,2452014Assets 2015: $48,074Liabilities 2015: $0Net Assets 2015: $48,0742015Assets 2016: $32,846Liabilities 2016: $0Net Assets 2016: $32,8462016Assets 2017: $19,218Liabilities 2017: $0Net Assets 2017: $19,2182017Assets 2018: $35,657Liabilities 2018: $0Net Assets 2018: $35,6572018Assets 2019: $29,451Liabilities 2019: $0Net Assets 2019: $29,4512019Assets 2020: $18,835Liabilities 2020: $02020Assets 2021: $15,868Liabilities 2021: $0Net Assets 2021: $15,8682021Assets 2022: $17,132Liabilities 2022: $0Net Assets 2022: $17,1322022Assets 2023: $19,479Liabilities 2023: $0Net Assets 2023: $19,4792023Assets 2024: $16,445Liabilities 2024: $0Net Assets 2024: $16,4452024Assets 2025: $13,449Liabilities 2025: $0Net Assets 2025: $13,4492025

Highlighted filing

2025

Assets$13,449
Liabilities$0
Net Assets$13,449

Operations Trend

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

$100K$50K$0-$50KRevenue 2012: $55,942Expenses 2012: $50,827Net Income 2012: $5,1152012Revenue 2013: $48,869Expenses 2013: $44,639Net Income 2013: $4,2302013Revenue 2014: $58,027Expenses 2014: $33,491Net Income 2014: $24,5362014Revenue 2015: $50,378Expenses 2015: $56,549Net Income 2015: -$6,1712015Revenue 2016: $42,495Expenses 2016: $57,723Net Income 2016: -$15,2282016Revenue 2017: $39,961Expenses 2017: $53,589Net Income 2017: -$13,6282017Revenue 2018: $75,506Expenses 2018: $59,067Net Income 2018: $16,4392018Revenue 2019: $34,205Expenses 2019: $40,411Net Income 2019: -$6,2062019Revenue 2020: $34,653Expenses 2020: $45,269Net Income 2020: -$10,6162020Revenue 2021: $8,229Expenses 2021: $11,196Net Income 2021: -$2,9672021Revenue 2022: $22,520Expenses 2022: $21,256Net Income 2022: $1,2642022Revenue 2023: $58,090Expenses 2023: $55,743Net Income 2023: $2,3472023Revenue 2024: $84,578Expenses 2024: $87,612Net Income 2024: -$3,0342024Revenue 2025: $66,260Expenses 2025: $69,256Net Income 2025: -$2,9962025

Highlighted filing

2025

Revenue$66,260
Expenses$69,256
Net Income-$2,996

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$13.4$0.00$13.4$66.3$69.3$3.00
2024Detailed filing. Detailed filing data is available for this year.$16.4$0.00$16.4$84.6$87.6$3.03
2023Detailed filing. Detailed filing data is available for this year.$19.5$0.00$19.5$58.1$55.7$2.35
2022Detailed filing. Detailed filing data is available for this year.$17.1$0.00$17.1$22.5$21.3$1.26
2021Detailed filing. Detailed filing data is available for this year.$15.9$0.00$15.9$8.23$11.2$2.97
2020Summary only. Only limited summary data is available for this year.$18.8$0.00$34.7$45.3$10.6
2019Detailed filing. Detailed filing data is available for this year.$29.5$0.00$29.5$34.2$40.4$6.21
2018Detailed filing. Detailed filing data is available for this year.$35.7$0.00$35.7$75.5$59.1$16.4
2017Detailed filing. Detailed filing data is available for this year.$19.2$0.00$19.2$40.0$53.6$13.6
2016Detailed filing. Detailed filing data is available for this year.$32.8$0.00$32.8$42.5$57.7$15.2
2015Detailed filing. Detailed filing data is available for this year.$48.1$0.00$48.1$50.4$56.5$6.17
2014Detailed filing. Detailed filing data is available for this year.$54.2$0.00$54.2$58.0$33.5$24.5
2013Summary only. Only limited summary data is available for this year.$29.7$0.00$48.9$44.6$4.23
2012Summary only. Only limited summary data is available for this year.$25.5$0.00$55.9$50.8$5.12
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 31, 2025
Return Version
2024v5.2
Gross Receipts
$87,230
Mission and Program Overview

Mission

Support educational activities

Program Services

DescriptionGrantsExpenses
FUNDS FROM VARIOUS FUNDRAISERS ARE USED TO SUPPORT EDUCATIONAL ACTIVITIES AND PROVIDE SUPPLIES FOR STUDENTS ATTENDING DONGAS BAY ELEMENTARY SCHOOL.$0$20,970
PROVIDED A ONE TIME SCHOLARSHIP TO FORMER DONGES BAY STUDENT FOR HIGHER EDUCATION PURPOSES.$0$1,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KRISITIE CURRANPresident-$0--
JEANETTE ANGERMEIERVice President-$0--
JACLYN SCHUCKITSecretary-$0--
MORGAN TREISTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run$42,213$42,213$2,972$39,241
Carnival$26,218$26,218$4,489$21,729
Total Events$82,479$82,479$20,969$61,510
Filing and Contact Details

Filer

Filer Name
Donges Bay Elementary School Pto Inc
EIN
87-0773712
Phone
4142387188
Address
2401 W DONGES BAY RD, MEQUON, WI 53092-5562

Signing Officer

Name
Morgan Treis
Title
Treasurer
Phone
4145171010
Signed
2025-10-31
Discuss with paid preparer
Yes

Preparer

Firm
Yaeger Advisory Services and Tax LLC
Address
525 JUNCTION RD STE 6500, MADISON, WI 53717
Preparer
Debra Nienas-hodgson
Phone
2627844484
Supplemental Narrative

Additional Explanations

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

Description: bmo interest. Amount: 1.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: scholarship. Grantee name: lauren strifling. Date of gift: 05/31/25. Amount given: 1,000.

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

Description: dues. Amount: 125. Description: insurance. Amount: 190. Description: classroom supplies. Amount: 2,148. Description: staff appreciation. Amount: 24,219. Description: supplies. Amount: 122. Description: annual filing fee. Amount: 79. Description: membership toolkit. Amount: 700. Description: curriculum enrichment. Amount: 2,463. Description: special student event. Amount: 15,884. Description: miscellaneous. Amount: 142. Description: transaction fees. Amount: 934. Description: accounting fees. Amount: 640. Description: classroom supplies . Amount: 1,254. Description: school improvements and supplies. Amount: 17,424. Description: class field trips. Amount: 1,932. Total to form 990-ez, line 16: 68,256.

Raw XML Appendix196 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/OfficerDirectorTrusteeEmplGrp/PersonNm3MORGAN TREIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
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IRS990EZ/OperateHospitalInd00
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IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/OtherChangesInNetAssetsAmt00
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IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT EDUCATIONAL ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FUNDS FROM VARIOUS FUNDRAISERS ARE USED TO SUPPORT EDUCATIONAL ACTIVITIES AND PROVIDE SUPPLIES FOR STUDENTS ATTENDING DONGAS BAY ELEMENTARY SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDED A ONE TIME SCHOLARSHIP TO FORMER DONGES BAY STUDENT FOR HIGHER EDUCATION PURPOSES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt020970
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11000
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/TotalRevenueAmt066260
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0NOT APPLICABLE
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04750
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05179
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04079
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03385
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01682
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt019075
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: BMO INTEREST. AMOUNT: 1.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: LAUREN STRIFLING. DATE OF GIFT: 05/31/25. AMOUNT GIVEN: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: DUES. AMOUNT: 125. DESCRIPTION: INSURANCE. AMOUNT: 190. DESCRIPTION: CLASSROOM SUPPLIES. AMOUNT: 2,148. DESCRIPTION: STAFF APPRECIATION. AMOUNT: 24,219. DESCRIPTION: SUPPLIES. AMOUNT: 122. DESCRIPTION: ANNUAL FILING FEE. AMOUNT: 79. DESCRIPTION: MEMBERSHIP TOOLKIT. AMOUNT: 700. DESCRIPTION: CURRICULUM ENRICHMENT. AMOUNT: 2,463. DESCRIPTION: SPECIAL STUDENT EVENT. AMOUNT: 15,884. DESCRIPTION: MISCELLANEOUS. AMOUNT: 142. DESCRIPTION: TRANSACTION FEES. AMOUNT: 934. DESCRIPTION: ACCOUNTING FEES. AMOUNT: 640. DESCRIPTION: CLASSROOM SUPPLIES . AMOUNT: 1,254. DESCRIPTION: SCHOOL IMPROVEMENTS AND SUPPLIES. AMOUNT: 17,424. DESCRIPTION: CLASS FIELD TRIPS. AMOUNT: 1,932. TOTAL TO FORM 990-EZ, LINE 16: 68,256.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 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/PersonNm0MORGAN TREIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04145171010
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DONGES BAY ELEMENTARY SCHOOL PTO INC
ReturnHeader/Filer/BusinessNameControlTxt0DONG
ReturnHeader/Filer/EIN0870773712
ReturnHeader/Filer/PhoneNum04142387188
ReturnHeader/Filer/USAddress/AddressLine1Txt02401 W DONGES BAY RD
ReturnHeader/Filer/USAddress/CityNm0MEQUON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0530925562
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0995006094
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0YAEGER ADVISORY SERVICES AND TAX LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0525 JUNCTION RD STE 6500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MADISON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053717
ReturnHeader/PreparerPersonGrp/PhoneNum02627844484
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEBRA NIENAS-HODGSON
ReturnHeader/ReturnTs02025-10-31T11:24:37-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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