Civic Intelligence

Northwestern Elementary PTO

EIN 99-4136394 • 501(c)3 • Maple, WI

Pub. 78 Eligible990-N Coverage

Profile

Northwestern Elementary PTO exists to support and enrich the education goals and experience of students at Northwestern Elementary School in Poplar, WI by: (a) fostering a collaborative community between families, teachers, and students, and (b) providing resources, opportunities, and events that promote academic achievement, social growth, and family engagement.

PO Box 188Maple, WI 54854
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

74th percentile

19%

Higher net margin than 74% 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

Score unavailable

No value available

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

Source year 2025

Revenue Growth

Score unavailable

No value available

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

Source year 2025

Assets

$12,732

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$12,732

No earlier filing loaded for comparison.

Revenue

$28,830

No earlier filing loaded for comparison.

Expenses

$23,348

No earlier filing loaded for comparison.

Net Income

$5,482

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

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

$15K$10K$5.0K$0Assets 2025: $12,732Liabilities 2025: $0Net Assets 2025: $12,7322025

Highlighted filing

2025

Assets$12,732
Liabilities$0
Net Assets$12,732

Operations Trend

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

$30K$20K$10K$0Revenue 2025: $28,830Expenses 2025: $23,348Net Income 2025: $5,4822025

Highlighted filing

2025

Revenue$28,830
Expenses$23,348
Net Income$5,482

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$12.7$0.00$12.7$28.8$23.3$5.48
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Jun 30, 2025
Signed
Feb 5, 2026
Return Version
2024v5.0
Gross Receipts
$48,979
Mission and Program Overview

Mission

Northwestern Elementary PTO exists to support and enrich the education goals and experience of students at Northwestern Elementary School in Poplar, WI by: (a) fostering a collaborative community between families, teachers, and students, and (b) providing resources, opportunities, and events that promote academic achievement, social growth, and family engagement.

Program Services

DescriptionGrantsExpenses
The PTO provided $17,200 in funding for classroom supplies and instructional materials to support teachers and enhance student learning. Funds were used to purchase educational resources, learning tools, and classroom materials not otherwise covered by the schools operating budget. This program directly benefited approximately 500 students by improving instructional quality and supporting classroom-based learning across all grade levels.-$17,200
The PTO provided $4,200 to offset transportation costs for student field trips, ensuring access to educational experiences beyond the classroom. Funding helped cover bus transportation expenses, allowing students to participate in curriculum-related field trips regardless of financial barriers. Approximately 500 students benefited from this program through increased access to experiential learning opportunities.-$4,200
The PTO funded and administered a monthly Popcorn Fridays program designed to promote positive behavior, school spirit, and community engagement. Popcorn was purchased and distributed to students as a morale-boosting treat during the school day. Approximately 500 students benefited from this program over the course of the school year. The program fostered inclusivity by providing the treat to all participating students at no cost and supported a positive school climate.-$1,068
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kimberly SaariCo-PresidentPT$0--
Jill BurkhartCo-PresidentPT$0--
Joseph GrubeVice-President-$0--
Kayla AndersonSecretary-$0--
Mary PitzenTreasurerPT$0--
Catherine LeeTeacher Liaison-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
FunRun (mybooster.com)$38,202$38,202$15,826$22,376
None-$0-$0
Total Events$46,990$46,990$20,148$26,842
Filing and Contact Details

Filer

Filer Name
Northwestern Elementary Pto
EIN
99-4136394
Phone
7153648465
Address
PO Box 188, Maple, WI 54854

Signing Officer

Name
Mary Pitzen
Title
Treasurer
Phone
7153648465
Signed
2026-02-05
Supplemental Narrative

Additional Explanations

Part I, Line 10

Line 10: All amounts paid were donations to Northwestern Elementary School, 10465 US-2, Poplar, WI 54864 for the following: $17,200 for classroom supplies $596 for teacher appreciation meal $4200 for field trip transportation costs

Part I, Line 16

Line 16; other expenses: $19 for a banking check stamp (general admin supplies) $265 for free book bingo community event $1068 for popcorn fridays at school (free to all students) No other expenses during this short-year period (insurance, etc.); all other expenditures were fundraising expenses

Raw XML Appendix230 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/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Mary Pitzen
IRS990EZ/BooksInCareOfDetail/PhoneNum07153648465
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 188
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Maple
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd054854
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt07250
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt012732
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CntrctRcvdGreaterThan100KCnt00
IRS990EZ/ContributionsGiftsGrantsEtcAmt01989
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05482
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt07250
IRS990EZ/Form990TotalAssetsGrp/EOYAmt012732
IRS990EZ/FundraisingGrossIncomeAmt046990
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt021996
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt048979
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt07250
IRS990EZ/NetAssetsOrFundBalancesEOYAmt012732
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt07250
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt012732
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt47.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Kimberly Saari
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jill Burkhart
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Joseph Grube
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Kayla Anderson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Mary Pitzen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Catherine Lee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Co-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Co-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Teacher Liaison
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt01352
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Northwestern Elementary PTO exists to support and enrich the education goals and experience of students at Northwestern Elementary School in Poplar, WI by: (a) fostering a collaborative community between families, teachers, and students, and (b) providing resources, opportunities, and events that promote academic achievement, social growth, and family engagement.
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The PTO provided $17,200 in funding for classroom supplies and instructional materials to support teachers and enhance student learning. Funds were used to purchase educational resources, learning tools, and classroom materials not otherwise covered by the schools operating budget. This program directly benefited approximately 500 students by improving instructional quality and supporting classroom-based learning across all grade levels.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1The PTO provided $4,200 to offset transportation costs for student field trips, ensuring access to educational experiences beyond the classroom. Funding helped cover bus transportation expenses, allowing students to participate in curriculum-related field trips regardless of financial barriers. Approximately 500 students benefited from this program through increased access to experiential learning opportunities.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2The PTO funded and administered a monthly Popcorn Fridays program designed to promote positive behavior, school spirit, and community engagement. Popcorn was purchased and distributed to students as a morale-boosting treat during the school day. Approximately 500 students benefited from this program over the course of the school year. The program fostered inclusivity by providing the treat to all participating students at no cost and supported a positive school climate.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt017200
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14200
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21068
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt020149
IRS990EZ/SpecialEventsNetIncomeLossAmt026841
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt023348
IRS990EZ/TotalProgramServiceExpensesAmt022468
IRS990EZ/TotalRevenueAmt028830
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0N/A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03066
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03066
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt059328
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt059328
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearAmt00
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt062394
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/SupportedOrganizationsCnt00
IRS990ScheduleA/SupportedOrganizationsTotalCnt00
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt062394
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/Total509Grp/TotalAmt062394
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt062394
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt062394
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt020148
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FunRun (mybooster.com)
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0None
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt038202
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt08788
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt046990
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt038202
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt08788
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt046990
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt026842
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt04322
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt020148
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt015826
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt00
IRS990ScheduleG/SupplementalInformationDetail/ExplanationTxt0N/A
IRS990ScheduleG/SupplementalInformationDetail/FormAndLineReferenceDesc0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Line 10: All amounts paid were donations to Northwestern Elementary School, 10465 US-2, Poplar, WI 54864 for the following: $17,200 for classroom supplies $596 for teacher appreciation meal $4200 for field trip transportation costs
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Line 16; other expenses: $19 for a banking check stamp (general admin supplies) $265 for free book bingo community event $1068 for popcorn fridays at school (free to all students) No other expenses during this short-year period (insurance, etc.); all other expenditures were fundraising expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, Line 16
ReasonableCauseExplanation/ExplanationTxt0Our organization was established in July 2024. For our initial fiscal period ending December 31, 2024, gross receipts were less than $25,000, and a Form 990-N was timely submitted in accordance with IRS filing requirements at that time. As a parent-teacher organization, our governing bylaws specify that our fiscal year aligns with the academic school year, running from July 1 through June 30. To ensure compliance with both our bylaws and IRS requirements, we contacted the IRS in September 2025 to determine necessary steps to obtain a fiscal year change and immediately submitted a written request, as per the IRS agent, to change our fiscal year-end from December 31 to June 30. The IRS approved this request and updated our fiscal year-end in its system in December 2025. However, we were not notified at the time the change was processed and therefore were unaware that additional or revised filing obligations were immediately required. We frequently checked the Tax Exempt Organization search tool on the IRS website to look for updates between September 2025 and February 2026 but no updates could be seen. In February 2026, we contacted the IRS to inquire on status and needed action. During that communication, we were advised that, due to increased gross receipts following our initial filing period, we were required to file a short-year Form 990-EZ to report January 2025-June 2025. Upon receiving this guidance, we promptly prepared and submitted the required filing. The delay in filing was the result of a good-faith effort to comply with IRS requirements during our organizations start-up period, combined with a lack of notification regarding the approved fiscal year change. At all times, the organization acted responsibly, sought clarification directly from the IRS, and took corrective action immediately upon receiving updated guidance.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Mary Pitzen
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07153648465
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NORTHWESTERN ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0NORT
ReturnHeader/Filer/EIN0994136394
ReturnHeader/Filer/PhoneNum07153648465
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 188
ReturnHeader/Filer/USAddress/CityNm0Maple
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054854
ReturnHeader/ReturnTs02026-02-05T17:58:54Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.