Civic Intelligence

PTA Wisconsin Congress - Milwaukee German Immersion School

990EZ • Fiscal year 2017 • EIN 23-7162274

Jul 01, 2016 to Jun 30, 2017 • Filed on Jan 12, 2018

3778 N 82nd StMilwaukee, WI 53222

(414) 393-5600

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

86th percentile

34%

Higher net margin than 86% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

87th percentile

66%

Faster asset growth than 87% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

94th percentile

118%

Faster revenue growth than 94% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$35,825

Up $14,240 (+66%) from 2016

Net Assets

Up

$35,825

Up $14,240 (+66%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$42,185

Up $22,834 (+118%) from 2016

Expenses

Down

$27,945

Down $190 (-0.7%) from 2016

Net Income

Up

$14,240

Up $23,024 (+262%) from 2016

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2013: $37,286Liabilities 2013: $0Net Assets 2013: $37,2862013Assets 2014: $36,127Net Assets 2014: $36,1272014Assets 2015: $30,369Net Assets 2015: $30,3692015Assets 2016: $21,585Liabilities 2016: $0Net Assets 2016: $21,5852016Assets 2017: $35,825Liabilities 2017: $0Net Assets 2017: $35,8252017Assets 2018: $39,488Liabilities 2018: $0Net Assets 2018: $39,4882018Assets 2019: $72,639Net Assets 2019: $72,6392019Assets 2020: $70,341Net Assets 2020: $70,3412020Assets 2021: $107,449Net Assets 2021: $107,4492021Assets 2022: $138,071Net Assets 2022: $138,0712022Assets 2023: $102,569Liabilities 2023: $0Net Assets 2023: $102,5692023Assets 2024: $148,548Liabilities 2024: $0Net Assets 2024: $148,5482024Assets 2025: $184,503Liabilities 2025: $0Net Assets 2025: $184,5032025

Highlighted filing

2017

Assets$35,825
Liabilities$0
Net Assets$35,825

Operations Trend

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

$200K$100K$0-$100KExpenses 2013: $31,1232013Revenue 2014: $29,846Expenses 2014: $31,005Net Income 2014: -$1,1592014Revenue 2015: $25,031Expenses 2015: $30,789Net Income 2015: -$5,7582015Revenue 2016: $19,351Expenses 2016: $28,135Net Income 2016: -$8,7842016Revenue 2017: $42,185Expenses 2017: $27,945Net Income 2017: $14,2402017Revenue 2018: $40,846Expenses 2018: $37,183Net Income 2018: $3,6632018Revenue 2019: $64,874Expenses 2019: $31,723Net Income 2019: $33,1512019Revenue 2020: $25,684Expenses 2020: $27,982Net Income 2020: -$2,2982020Revenue 2021: $67,016Expenses 2021: $29,908Net Income 2021: $37,1082021Revenue 2022: $77,957Expenses 2022: $47,335Net Income 2022: $30,6222022Revenue 2023: $137,397Expenses 2023: $172,899Net Income 2023: -$35,5022023Revenue 2024: $102,044Expenses 2024: $56,065Net Income 2024: $45,9792024Revenue 2025: $97,133Expenses 2025: $61,178Net Income 2025: $35,9552025

Highlighted filing

2017

Revenue$42,185
Expenses$27,945
Net Income$14,240
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jan 12, 2018
Return Version
2016v3.0
Gross Receipts
$159,912
Mission and Program Overview

Mission

Enhance educational opportunities for mgis students

Enhance educational opportunities for the students of milwaukee german immersion school.

Program Services

DescriptionGrantsExpenses
TO SUPPORT THE EDUCATION, RECREATION, AND CULTURAL UNDERSTANDING OF THE STUDENTS OF MILWAUKEE GERMAN IMMERSION SCHOOL.$0$16,906
TO AIDE STUDENTS TO DEFRAY THE COST OF SCHOOL SPONSORED FIELD TRIPS.$0$5,417
PARTICIPATED IN RIF PROGRAM AND PURCHASED BOOKS FOR ALL STUDENTS OF THE SCHOOL.$0$4,466
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRAD MEYERPresident-$0--
AMY HORSTVice President-$0--
STEPHANIE DONAHUEVice President-$0--
MICHELLE URBANVice President-$0--
NANCY CLARKINSecretary-$0--
CARMEN FERNANDEZTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Pta Wisconsin Congress
EIN
23-7162274
Phone
4143935600
Address
3778 N 82ND ST, MILWAUKEE, WI 53222

Signing Officer

Name
Carmen Fernandez
Title
Treasurer
Phone
4143935600
Signed
2018-01-12
Supplemental Narrative

Additional Explanations

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

Description: interest income. Amount: 2.

Form 990-ez, Part I, Line 7 - Sales of Inventory

Income: gross receipts: 149,160. Returns and allowances: 0. Less cost of goods sold: 117,602. Gross profit: 31,558. Cost of goods sold: inventory at beginning of year: 0. Merchandise purchased: 117,602. Cost of labor: 0. Materials and supplies: 0. Other costs: 0. Inventory at end of year: 0. Cost of goods sold: 117,602.

Form 990-ez, Part I, Line 8 - Other Revenue

Description: student recreation fees. Amount: 3,611.

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

Description: gym supplies. Amount: 1,500. Description: student field trips. Amount: 5,417. Description: rif books. Amount: 4,466. Description: other pta sponsored activities. Amount: 6,787. Description: pta sponsored family activities. Amount: 4,219. Description: pta sponsored school activities. Amount: 4,400. Description: software. Amount: 246. Description: miscellaneous. Amount: 799. Description: membership dues & assessment. Amount: 111. Total to form 990-ez, line 16: 27,945.

Raw XML Appendix186 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/CityNm0MILWAUKEE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BRAD MEYER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1AMY HORST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STEPHANIE DONAHUE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MICHELLE URBAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4NANCY CLARKIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CARMEN FERNANDEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt027945
IRS990EZ/OtherRevenueTotalAmt03611
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0ENHANCE EDUCATIONAL OPPORTUNITIES FOR THE STUDENTS OF MILWAUKEE GERMAN IMMERSION SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PARTICIPATED IN RIF PROGRAM AND PURCHASED BOOKS FOR ALL STUDENTS OF THE SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TO AIDE STUDENTS TO DEFRAY THE COST OF SCHOOL SPONSORED FIELD TRIPS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2TO SUPPORT THE EDUCATION, RECREATION, AND CULTURAL UNDERSTANDING OF THE STUDENTS OF MILWAUKEE GERMAN IMMERSION SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04466
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15417
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt216906
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt0125
IRS990EZ/SpecialEventsNetIncomeLossAmt07014
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WI
IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TotalRevenueAmt042185
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt02
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0179099
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0696554
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt09
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0159801
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0120184
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0142373
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0179099
IRS990ScheduleA/Total509Grp/TotalAmt0696554
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0159803
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0142375
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0179099
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0696563
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 2.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INCOME: GROSS RECEIPTS: 149,160. RETURNS AND ALLOWANCES: 0. LESS COST OF GOODS SOLD: 117,602. GROSS PROFIT: 31,558. COST OF GOODS SOLD: INVENTORY AT BEGINNING OF YEAR: 0. MERCHANDISE PURCHASED: 117,602. COST OF LABOR: 0. MATERIALS AND SUPPLIES: 0. OTHER COSTS: 0. INVENTORY AT END OF YEAR: 0. COST OF GOODS SOLD: 117,602.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: STUDENT RECREATION FEES. AMOUNT: 3,611.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: GYM SUPPLIES. AMOUNT: 1,500. DESCRIPTION: STUDENT FIELD TRIPS. AMOUNT: 5,417. DESCRIPTION: RIF BOOKS. AMOUNT: 4,466. DESCRIPTION: OTHER PTA SPONSORED ACTIVITIES. AMOUNT: 6,787. DESCRIPTION: PTA SPONSORED FAMILY ACTIVITIES. AMOUNT: 4,219. DESCRIPTION: PTA SPONSORED SCHOOL ACTIVITIES. AMOUNT: 4,400. DESCRIPTION: SOFTWARE. AMOUNT: 246. DESCRIPTION: MISCELLANEOUS. AMOUNT: 799. DESCRIPTION: MEMBERSHIP DUES & ASSESSMENT. AMOUNT: 111. TOTAL TO FORM 990-EZ, LINE 16: 27,945.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 7 - SALES OF INVENTORY
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 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/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CARMEN FERNANDEZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04143935600
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA WISCONSIN CONGRESS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0MILWAUKEE GERMAN IMMERSION SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0PTAW
ReturnHeader/Filer/EIN0237162274
ReturnHeader/Filer/PhoneNum04143935600
ReturnHeader/Filer/USAddress/AddressLine1Txt03778 N 82ND ST
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053222
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0EC33EDD57B6AB84ED64427B2511E63F52DBAB8DD
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0EC33EDD57B6AB84ED64427B2511E63F52DBAB8DD
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.61.53.194
ReturnHeader/FilingSecurityInformation/IPDt02018-01-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm013:23:39
ReturnHeader/ReturnTs02018-01-12T13:23:53-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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