Civic Intelligence

Longfellow Middle School PTA

990EZ • Fiscal year 2015 • EIN 23-7162335

Aug 01, 2014 to Jul 31, 2015 • Filed on Jun 14, 2016

Organization Profile
7600 W North AvenueMilwaukee, WI 53213-1719

(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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

13th percentile

-25%

Higher net margin than 13% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

25th percentile

-14%

Faster asset growth than 25% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

12th percentile

-42%

Faster revenue growth than 12% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$24,221

Down $3,921 (-14%) from 2014

Net Assets

Down

$24,221

Down $3,921 (-14%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin13th percentile

Revenue

Down

$15,591

Down $11,371 (-42%) from 2014

Expenses

Down

$19,512

Down $4,815 (-20%) from 2014

Net Income

Down

-$3,921

Down $6,556 (-249%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth25th 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

2015

Assets$24,221
Liabilities$0
Net Assets$24,221
Open 2015 Filing

Operations Trend

Revenue Growth12th 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

2015

Revenue$15,591
Expenses$19,512
Net Income-$3,921
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2014 to Jul 31, 2015
Signed
Jun 14, 2016
Return Version
2014v6.0
Gross Receipts
$45,008
Mission and Program Overview

Mission

Parent-teacher association

Program Services

DescriptionGrantsExpenses
EDUCATIONAL RESOURCES AND SOCIAL EVENTS TO BENEFIT APPROXIMATELY 850 STUDENTS AND 100 STAFF$39,551$24,569
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KARRI TAITPresidentPT$0--
STEPHANIE CHINVice PresidentPT$0--
JOANNE KLINKTreasurer-$0--
MARY JOHNSONSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Magazine Sal$15,308$15,308$7,630$7,678
Total Events$15,308$15,308$7,630$7,678
Filing and Contact Details

Filer

Filer Name
Longfellow Middle School Ptapta Wisc Congress
EIN
23-7162335
Address
7600 W NORTH AVENUE, MILWAUKEE, WI 53213-1719

Signing Officer

Name
Karri Tait
Title
President
Phone
4147732400
Signed
2016-06-14
Discuss with paid preparer
Yes

Preparer

Firm
Tosa Accounting & Tax Service
Address
6920 W NORTH AVE, WAUWATOSA, WI 53213-1941
Preparer
Randall R Lauer CPA
Phone
4142585520
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountsupplies 297membership dues 3,087bank fees 190eighth grade promotion 877faculty appreciation week 236field trip transportation 6,000gardens 302grants 903insurance 420nolinski award 102open house refreshments 166pta council events 75pta council scholarships 586multicultural event 689school supplies 138student planners 2,000di fund 600”

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/PersonNm0JOANNE KLINK
IRS990EZ/BooksInCareOfDetail/PhoneNum04147732400
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt07600 W NORTH AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MILWAUKEE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0532131719
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt028142
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt024221
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt05454
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3921
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0225
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt028142
IRS990EZ/Form990TotalAssetsGrp/EOYAmt024221
IRS990EZ/FundraisingGrossIncomeAmt035583
IRS990EZ/GrossReceiptsAmt045008
IRS990EZ/GroupExemptionNum02257
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt03969
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt028142
IRS990EZ/NetAssetsOrFundBalancesEOYAmt024221
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt028142
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt024221
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/PersonNm0KARRI TAIT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STEPHANIE CHIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOANNE KLINK
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/OtherExpensesTotalAmt016668
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PARENT-TEACHER ASSOCIATION
IRS990EZ/PrintingPublicationsPostageAmt02619
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATIONAL RESOURCES AND SOCIAL EVENTS TO BENEFIT APPROXIMATELY 850 STUDENTS AND 100 STAFF
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt039551
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt024569
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt029417
IRS990EZ/SpecialEventsNetIncomeLossAmt06166
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt019512
IRS990EZ/TotalProgramServiceExpensesAmt024569
IRS990EZ/TotalRevenueAmt015591
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt09423
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt08396
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt07484
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03839
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03349
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt032491
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt07
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt019
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt035583
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt050643
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt054946
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt055939
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt078589
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0275700
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt07
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt019
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00010
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt0308191
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt045006
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt059039
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt062430
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt059778
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt081938
IRS990ScheduleA/Total509Grp/TotalAmt0308191
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt045008
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt059042
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt062433
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt059782
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt081945
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0308210
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt07630
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0MAGAZINE SAL
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt015308
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt015308
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt015308
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt015308
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt07678
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt07630
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07630
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTSUPPLIES 297MEMBERSHIP DUES 3,087BANK FEES 190EIGHTH GRADE PROMOTION 877FACULTY APPRECIATION WEEK 236FIELD TRIP TRANSPORTATION 6,000GARDENS 302GRANTS 903INSURANCE 420NOLINSKI AWARD 102OPEN HOUSE REFRESHMENTS 166PTA COUNCIL EVENTS 75PTA COUNCIL SCHOLARSHIPS 586MULTICULTURAL EVENT 689SCHOOL SUPPLIES 138STUDENT PLANNERS 2,000DI FUND 600
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KARRI TAIT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04147732400
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-06-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LONGFELLOW MIDDLE SCHOOL PTAPTA WISC CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0LONG
ReturnHeader/Filer/EIN0237162335
ReturnHeader/Filer/USAddress/AddressLine1Txt07600 W NORTH AVENUE
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0532131719
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0462892785
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TOSA ACCOUNTING & TAX SERVICE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06920 W NORTH AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WAUWATOSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0532131941
ReturnHeader/PreparerPersonGrp/PhoneNum04142585520
ReturnHeader/PreparerPersonGrp/PreparationDt02016-06-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RANDALL R LAUER CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-06-14T15:44:16-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-08-01
ReturnHeader/TaxPeriodEndDt02015-07-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$24,221
Liabilities
$0
Net assets
$24,221
Revenue
$15,591
Expenses
$19,512
Net income
-$3,921
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