Civic Intelligence

Oriole Lane Elementary School PTO

990EZ • Fiscal year 2016 • EIN 87-0773816

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 08, 2016

12850 N Oriole LaneMequon, WI 53097

(262) 238-4220

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

49th percentile

2.8%

Higher net margin than 49% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

70th percentile

18%

Faster asset growth than 70% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

69th percentile

15%

Faster revenue growth than 69% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$5,733

Up $861 (+18%) from 2015

Net Assets

Up

$5,733

Up $861 (+18%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$31,203

Up $4,106 (+15%) from 2015

Expenses

Up

$30,342

Up $2,474 (+8.9%) from 2015

Net Income

Up

$861

Up $1,632 (+212%) from 2015

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2012: $31,565Liabilities 2012: $02012Assets 2013: $19,906Liabilities 2013: $0Net Assets 2013: $19,9062013Assets 2014: $5,643Liabilities 2014: $0Net Assets 2014: $5,6432014Assets 2015: $4,872Liabilities 2015: $0Net Assets 2015: $4,8722015Assets 2016: $5,733Liabilities 2016: $0Net Assets 2016: $5,7332016Assets 2017: $4,868Liabilities 2017: $0Net Assets 2017: $4,8682017Assets 2018: $5,685Liabilities 2018: $0Net Assets 2018: $5,6852018Assets 2019: $5,944Liabilities 2019: $0Net Assets 2019: $5,9442019Assets 2020: $23,548Liabilities 2020: $0Net Assets 2020: $23,5482020Assets 2021: $8,297Liabilities 2021: $0Net Assets 2021: $8,2972021Assets 2022: $16,094Liabilities 2022: $0Net Assets 2022: $16,0942022Assets 2023: $17,397Liabilities 2023: $0Net Assets 2023: $17,3972023Assets 2024: $16,557Liabilities 2024: $0Net Assets 2024: $16,5572024Assets 2025: $26,759Liabilities 2025: $0Net Assets 2025: $26,7592025

Highlighted filing

2016

Assets$5,733
Liabilities$0
Net Assets$5,733

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2012: $38,494Expenses 2012: $18,575Net Income 2012: $19,9192012Revenue 2013: $36,340Expenses 2013: $47,999Net Income 2013: -$11,6592013Revenue 2014: $35,886Expenses 2014: $50,149Net Income 2014: -$14,2632014Revenue 2015: $27,097Expenses 2015: $27,868Net Income 2015: -$7712015Revenue 2016: $31,203Expenses 2016: $30,342Net Income 2016: $8612016Revenue 2017: $26,344Expenses 2017: $27,209Net Income 2017: -$8652017Revenue 2018: $40,726Expenses 2018: $39,909Net Income 2018: $8172018Revenue 2019: $28,206Expenses 2019: $27,947Net Income 2019: $2592019Revenue 2020: $57,684Expenses 2020: $40,080Net Income 2020: $17,6042020Revenue 2021: $18,225Expenses 2021: $33,476Net Income 2021: -$15,2512021Revenue 2022: $48,645Expenses 2022: $40,848Net Income 2022: $7,7972022Revenue 2023: $37,362Expenses 2023: $36,059Net Income 2023: $1,3032023Revenue 2024: $50,676Expenses 2024: $51,516Net Income 2024: -$8402024Revenue 2025: $34,519Expenses 2025: $24,317Net Income 2025: $10,2022025

Highlighted filing

2016

Revenue$31,203
Expenses$30,342
Net Income$861
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 8, 2016
Return Version
2015v2.1
Gross Receipts
$77,050
Mission and Program Overview

Mission

Support educ opportunities for oriole ln

Program Services

DescriptionGrantsExpenses
SUPPORTED EDUCATIONAL OPPORTUNITIES FOR ORIOLE LANE STUDENTS-$76,189
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JILL HEMRPresidentPT$0--
LAURAN FRANKVice PresidentPT$0--
BECKY SCHAEFER WUDYSecretary-$0--
CHRYSTAL OTTOTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Sales$18,054$18,054$5,801$12,253
Silent Aucti$12,015$12,015$2,761$9,254
Total Events$70,654$70,654$44,361$26,293
Filing and Contact Details

Filer

Filer Name
Oriole Lane Elementary School Pto
EIN
87-0773816
Address
12850 N ORIOLE LANE, MEQUON, WI 53097

Signing Officer

Name
Chrystal Otto
Title
Treasurer
Phone
2622384220
Signed
2016-11-08
Discuss with paid preparer
Yes

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 13,099

Description of other expenses Part I line 16

Description amountarea dues 125staff appreciation 1,658classroom funds 8,912summer programs 1,800admin costs 190graduation 590gallery night 490hospitality 1,750insurance 215donations 150supplies 91misc expenses 400

Raw XML Appendix184 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/USAddress/CityNm0THIENSVILLE
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IRS990EZ/GrossProfitLossSlsOfInvntryAmt01210
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IRS990EZ/GroupExemptionNum05432
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
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IRS990EZ/MembershipDuesAmt03690
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JILL HEMR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LAURAN FRANK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BECKY SCHAEFER WUDY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHRYSTAL OTTO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt016371
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT EDUC OPPORTUNITIES FOR ORIOLE LN
IRS990EZ/PrintingPublicationsPostageAmt0501
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORTED EDUCATIONAL OPPORTUNITIES FOR ORIOLE LANE STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt076189
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt044361
IRS990EZ/SpecialEventsNetIncomeLossAmt026293
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt030342
IRS990EZ/TotalProgramServiceExpensesAmt076189
IRS990EZ/TotalRevenueAmt031203
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03690
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03685
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03731
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03890
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt04654
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt019650
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt010
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt011
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt010
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt014
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt011
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt056
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt073350
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt077877
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt064779
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt065201
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt073552
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0354759
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt010
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt010
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt014
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt011
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt056
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0374409
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt077040
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt081562
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt069105
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0374465
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SALES
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SILENT AUCTI
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt018054
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt012015
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt040585
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt018054
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt012015
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt040585
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt026293
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05801
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02761
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt011
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY MINI-GRANTS AMOUNT 13,099
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTAREA DUES 125STAFF APPRECIATION 1,658CLASSROOM FUNDS 8,912SUMMER PROGRAMS 1,800ADMIN COSTS 190GRADUATION 590GALLERY NIGHT 490HOSPITALITY 1,750INSURANCE 215DONATIONS 150SUPPLIES 91MISC EXPENSES 400
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRYSTAL OTTO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02622384220
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ORIOLE LANE ELEMENTARY SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0ORIO
ReturnHeader/Filer/EIN0870773816
ReturnHeader/Filer/USAddress/AddressLine1Txt012850 N ORIOLE LANE
ReturnHeader/Filer/USAddress/CityNm0MEQUON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053097
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/PreparationDt02016-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gary Shuff
ReturnHeader/ReturnTs02016-11-08T14:08:03-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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.$26.8$0.00$26.8$34.5$24.3$10.2
2024Detailed filing. Detailed filing data is available for this year.$16.6$0.00$16.6$50.7$51.5$0.84
2023Detailed filing. Detailed filing data is available for this year.$17.4$0.00$17.4$37.4$36.1$1.30
2022Detailed filing. Detailed filing data is available for this year.$16.1$0.00$16.1$48.6$40.8$7.80
2021Detailed filing. Detailed filing data is available for this year.$8.30$0.00$8.30$18.2$33.5$15.3
2020Detailed filing. Detailed filing data is available for this year.$23.5$0.00$23.5$57.7$40.1$17.6
2019Detailed filing. Detailed filing data is available for this year.$5.94$0.00$5.94$28.2$27.9$0.26
2018Detailed filing. Detailed filing data is available for this year.$5.69$0.00$5.69$40.7$39.9$0.82
2017Detailed filing. Detailed filing data is available for this year.$4.87$0.00$4.87$26.3$27.2$0.87
2016Detailed filing. Detailed filing data is available for this year.$5.73$0.00$5.73$31.2$30.3$0.86
2015Detailed filing. Detailed filing data is available for this year.$4.87$0.00$4.87$27.1$27.9$0.77
2014Detailed filing. Detailed filing data is available for this year.$5.64$0.00$5.64$35.9$50.1$14.3
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.9$0.00$19.9$36.3$48.0$11.7
2012Summary only. Only limited summary data is available for this year.$31.6$0.00$38.5$18.6$19.9