Civic Intelligence

PTA Wisconsin Congress

990EZ • Fiscal year 2023 • EIN 20-8955219

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 16, 2023

Organization Profile
6801 99th AvenueKenosha, WI 53142

(000) 000-0000

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

12th percentile

-41%

Higher net margin than 12% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

Score unavailable

No value available

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

Source year 2023

Revenue Growth

Score unavailable

No value available

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

Source year 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$20,917

Down $7,367 (-26%) from 2016

Net Assets

$20,917

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin12th percentile

Revenue

Down

$28,445

Down $17,473 (-38%) from 2016

Expenses

Down

$40,131

Down $10,160 (-20%) from 2016

Net Income

Down

-$11,686

Down $7,313 (-167%) from 2016

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$80K$60K$40K$20K$0Assets 2011: $26,723Liabilities 2011: $02011Assets 2012: $23,961Liabilities 2012: $02012Assets 2013: $15,862Liabilities 2013: $02013Assets 2014: $15,820Liabilities 2014: $02014Assets 2016: $28,284Liabilities 2016: $02016Assets 2023: $20,917Liabilities 2023: $0Net Assets 2023: $20,9172023Assets 2024: $40,975Liabilities 2024: $0Net Assets 2024: $40,9752024Assets 2025: $77,890Liabilities 2025: $0Net Assets 2025: $77,8902025

Highlighted filing

2023

Assets$20,917
Liabilities$0
Net Assets$20,917
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KRevenue 2011: $51,493Expenses 2011: $32,900Net Income 2011: $18,5932011Revenue 2012: $52,022Expenses 2012: $54,784Net Income 2012: -$2,7622012Revenue 2013: $62,773Expenses 2013: $70,871Net Income 2013: -$8,0982013Revenue 2014: $59,021Expenses 2014: $59,064Net Income 2014: -$432014Revenue 2016: $45,918Expenses 2016: $50,291Net Income 2016: -$4,3732016Revenue 2023: $28,445Expenses 2023: $40,131Net Income 2023: -$11,6862023Revenue 2024: $25,994Expenses 2024: $5,936Net Income 2024: $20,0582024Revenue 2025: $40,316Expenses 2025: $3,401Net Income 2025: $36,9152025

Highlighted filing

2023

Revenue$28,445
Expenses$40,131
Net Income-$11,686
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 16, 2023
Return Version
2022v5.0
Gross Receipts
$73,405
Mission and Program Overview

Mission

Provide Support to Students and School

Program Services

DescriptionGrantsExpenses
Nash Elementary School - Tech upgrades and various classroom supplies-$35,607
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bridget HeimsteadPresidentPT$0--
Mike JohnsonVice-PresidentPT$0--
Willie CoxTreasurerPT$0--
Lindsey BuxbaumSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$30,271$30,271$13,561$16,710
Sweetheart Dance$11,197$11,197$8,411$2,786
Total Events$72,804$72,804$44,960$27,844
Filing and Contact Details

Filer

Filer Name
Pta Wisconsin Congress
EIN
20-8955219
Phone
0000000000
Address
6801 99th Avenue, Kenosha, WI 53142

Signing Officer

Name
Megan Grisham
Title
Treasurer
Phone
0000000000
Signed
2023-11-16
Supplemental Narrative

Additional Explanations

Schedule O:

“Part 1.10 - $35,607 paid to Nash Elementary School for technology updates and other school support. Part 1.16 - Expenses for fundraising and teacher support.”

Raw XML Appendix215 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/AddressLine1Txt06801 99th Avenue
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Kenosha
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053142
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt032603
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt020917
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IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/GamingGrossIncomeAmt00
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IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt073405
IRS990EZ/GrossSalesOfInventoryAmt00
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IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
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IRS990EZ/MembershipDuesAmt0473
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Bridget Heimstead
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Mike Johnson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Willie Cox
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Lindsey Buxbaum
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt04524
IRS990EZ/OtherRevenueTotalAmt0119
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Provide Support to Students and School
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Nash Elementary School - Tech upgrades and various classroom supplies
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt035607
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt044960
IRS990EZ/SpecialEventsNetIncomeLossAmt027844
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt040131
IRS990EZ/TotalProgramServiceExpensesAmt035607
IRS990EZ/TotalRevenueAmt028445
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0School PTA
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0473
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0449
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt090
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0408
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0900
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02320
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt09
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt09
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt09
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt08
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt036
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt072804
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt072458
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt06812
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt068560
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt057137
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0277771
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt09
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt09
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt09
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt08
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt036
IRS990ScheduleA/InvestmentIncomeCYPct00.0002
IRS990ScheduleA/InvestmentIncomePYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01
IRS990ScheduleA/PublicSupportPY170Pct00
IRS990ScheduleA/PublicSupportPY509Pct01
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0280091
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt073277
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt072907
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt06902
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt068968
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt058037
IRS990ScheduleA/Total509Grp/TotalAmt0280091
IRS990ScheduleA/TotalSupportAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt073286
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt072916
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt06903
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt068977
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt058045
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0280127
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt044960
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Boosterthon
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Sweetheart Dance
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt030271
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt011197
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt031336
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt072804
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt030271
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt011197
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt031336
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt072804
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt027844
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt022988
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt044960
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt013561
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt08411
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Part 1.10 - $35,607 paid to Nash Elementary School for technology updates and other school support. Part 1.16 - Expenses for fundraising and teacher support.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule O:
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Megan Grisham
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum00000000000
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA WISCONSIN CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0PTAW
ReturnHeader/Filer/EIN0208955219
ReturnHeader/Filer/PhoneNum00000000000
ReturnHeader/Filer/USAddress/AddressLine1Txt06801 99th Avenue
ReturnHeader/Filer/USAddress/CityNm0Kenosha
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053142
ReturnHeader/ReturnTs02023-11-16T02:30:07Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Megan
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Grisham
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,917
Liabilities
$0
Net assets
$20,917
Revenue
$28,445
Expenses
$40,131
Net income
-$11,686
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$77.9$0.00$77.9$40.3$3.40$36.9
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$41.0$0.00$41.0$26.0$5.94$20.1
2023Detailed filing. Detailed filing data is available for this year.$20.9$0.00$20.9$28.4$40.1$11.7
2016Summary only. Only limited summary data is available for this year.$28.3$0.00$45.9$50.3$4.37
2014Summary only. Only limited summary data is available for this year.$15.8$0.00$59.0$59.1$0.04
2013Summary only. Only limited summary data is available for this year.$15.9$0.00$62.8$70.9$8.10
2012Summary only. Only limited summary data is available for this year.$24.0$0.00$52.0$54.8$2.76
2011Summary only. Only limited summary data is available for this year.$26.7$0.00$51.5$32.9$18.6