Civic Intelligence

Longfellow Middle School PTA

990EZ • Fiscal year 2014 • EIN 23-7162335

Aug 01, 2013 to Jul 31, 2014 • Filed on Oct 10, 2014

Organization Profile
7600 W North Avenue53213-1719

(414) 773-2400

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

64th percentile

9.8%

Higher net margin than 64% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

63rd percentile

10%

Faster asset growth than 63% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

45th percentile

-1.0%

Faster revenue growth than 45% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$28,142

Up $2,635 (+10%) from 2013

Net Assets

Up

$28,142

Up $2,635 (+10%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin64th percentile

Revenue

Down

$26,962

Down $274 (-1.0%) from 2013

Expenses

Down

$24,327

Down $8,931 (-27%) from 2013

Net Income

Up

$2,635

Up $8,657 (+144%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$40K$30K$20K$10K$0Assets 2012: $31,529Liabilities 2012: $0Net Assets 2012: $31,5292012Assets 2013: $25,507Liabilities 2013: $0Net Assets 2013: $25,5072013Assets 2014: $28,142Liabilities 2014: $0Net Assets 2014: $28,1422014Assets 2015: $24,221Liabilities 2015: $0Net Assets 2015: $24,2212015Assets 2016: $34,116Liabilities 2016: $0Net Assets 2016: $34,1162016Assets 2017: $37,370Liabilities 2017: $0Net Assets 2017: $37,3702017

Highlighted filing

2014

Assets$28,142
Liabilities$0
Net Assets$28,142
Open 2014 Filing

Operations Trend

Revenue Growth45th percentile

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

$40K$20K$0-$20KRevenue 2012: $30,925Expenses 2012: $37,641Net Income 2012: -$6,7162012Revenue 2013: $27,236Expenses 2013: $33,258Net Income 2013: -$6,0222013Revenue 2014: $26,962Expenses 2014: $24,327Net Income 2014: $2,6352014Revenue 2015: $15,591Expenses 2015: $19,512Net Income 2015: -$3,9212015Revenue 2016: $26,447Expenses 2016: $16,552Net Income 2016: $9,8952016Revenue 2017: $17,395Expenses 2017: $14,141Net Income 2017: $3,2542017

Highlighted filing

2014

Revenue$26,962
Expenses$24,327
Net Income$2,635
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2013 to Jul 31, 2014
Signed
Oct 10, 2014
Return Version
2013v3.1
Gross Receipts
$59,042
Mission and Program Overview

Mission

Parent-teacher association

Program Services

DescriptionGrantsExpenses
EDUCATIONAL RESOURCES AND SOCIAL EVENTS TO BENEFIT APPROXIMATELY 850 STUDENTS AND 100 STAFF$51,417$25,576
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DONNA CRUMPPresidentPT$0--
DAWN HELMRICHVice PresidentPT$0--
MICHAEL TERWELPTreasurer-$0--
MARY JOHNSONSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$26,307$26,307$12,715$13,592
Total Events$26,307$26,307$12,715$13,592
Filing and Contact Details

Filer

EIN
23-7162335

Signing Officer

Name
Donna Crump
Title
President
Phone
4147732400
Signed
2014-10-10
Discuss with paid preparer
Yes

Preparer

Preparer
Randall R Lauer CPA
Phone
4142585520
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountsupplies 79membership dues 2,871bank fees 55career day 235clubs 250eighth grade promotion 2,316faculty appreciation week 625field trip transportation 6,000gardens 1,028grants 3,453insurance 386nolinski award 86open house refreshments 72pta council events 120pta council scholarships 550multicultural event 1,810school supplies 210pi day 360student planners 2,000student nutrition fund 146sunshine fund 243web 198”

Raw XML Appendix174 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/PhoneNum04147732400
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine107600 W NORTH AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/City0MILWAUKEE
IRS990EZ/BooksInCareOfDetail/USAddress/State0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode0532131719
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt025507
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt028142
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt04714
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02635
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0225
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt028142
IRS990EZ/FundraisingGrossIncomeAmt050643
IRS990EZ/GrossReceiptsAmt059042
IRS990EZ/GroupExemptionNum02257
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt03
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt03682
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt025507
IRS990EZ/NetAssetsOrFundBalancesEOYAmt028142
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt025507
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt028142
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DONNA CRUMP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAWN HELMRICH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MICHAEL TERWELP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARY JOHNSON
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/OtherExpensesTotalAmt023093
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PARENT-TEACHER ASSOCIATION
IRS990EZ/PrintingPublicationsPostageAmt01009
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATIONAL RESOURCES AND SOCIAL EVENTS TO BENEFIT APPROXIMATELY 850 STUDENTS AND 100 STAFF
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt051417
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt025576
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt032080
IRS990EZ/SpecialEventsNetIncomeLossAmt018563
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt024327
IRS990EZ/TotalProgramServiceExpensesAmt025576
IRS990EZ/TotalRevenueAmt026962
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt08396
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt07484
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03839
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03349
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03424
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt026492
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt07
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt07
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt024
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt050643
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt054946
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt055939
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt078589
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt078659
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0318776
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt07
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt07
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt024
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/InvestmentIncomePYPct00.00010
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt0345268
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt059039
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt062430
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt059778
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt081938
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt082083
IRS990ScheduleA/Total509Grp/TotalAmt0345268
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt059042
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt062433
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt059782
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt081945
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt082090
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0345292
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt012715
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt026307
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt026307
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt026307
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt026307
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0MAGAZINE SAL
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt013592
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt012715
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt012715
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTSUPPLIES 79MEMBERSHIP DUES 2,871BANK FEES 55CAREER DAY 235CLUBS 250EIGHTH GRADE PROMOTION 2,316FACULTY APPRECIATION WEEK 625FIELD TRIP TRANSPORTATION 6,000GARDENS 1,028GRANTS 3,453INSURANCE 386NOLINSKI AWARD 86OPEN HOUSE REFRESHMENTS 72PTA COUNCIL EVENTS 120PTA COUNCIL SCHOLARSHIPS 550MULTICULTURAL EVENT 1,810SCHOOL SUPPLIES 210PI DAY 360STUDENT PLANNERS 2,000STUDENT NUTRITION FUND 146SUNSHINE FUND 243WEB 198
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DONNA CRUMP
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04147732400
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-10
ReturnHeader/Filer/BusinessName/BusinessNameLine10LONGFELLOW MIDDLE SCHOOL PTAPTA WISC CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0LONG
ReturnHeader/Filer/EIN0237162335
ReturnHeader/Filer/USAddress/AddressLine107600 W NORTH AVENUE
ReturnHeader/Filer/USAddress/City0MILWAUKEE
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode0532131719
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0462892785
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10TOSA ACCOUNTING & TAX SERVICE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine106920 W NORTH AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0WAUWATOSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0532131941
ReturnHeader/PreparerPersonGrp/PhoneNum04142585520
ReturnHeader/PreparerPersonGrp/PreparationDt02014-10-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RANDALL R LAUER CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-10-22T10:36:34-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-08-01
ReturnHeader/TaxPeriodEndDt02014-07-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,142
Liabilities
$0
Net assets
$28,142
Revenue
$26,962
Expenses
$24,327
Net income
$2,635
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$37.4$0.00$37.4$17.4$14.1$3.25
2016Detailed filing. Detailed filing data is available for this year.$34.1$0.00$34.1$26.4$16.6$9.90
2015Detailed filing. Detailed filing data is available for this year.$24.2$0.00$24.2$15.6$19.5$3.92
2014Detailed filing. Detailed filing data is available for this year.$28.1$0.00$28.1$27.0$24.3$2.64
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.5$0.00$25.5$27.2$33.3$6.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.5$0.00$31.5$30.9$37.6$6.72