Civic Intelligence

Longfellow Middle School PTA

990EZ • Fiscal year 2017 • EIN 23-7162335

Aug 01, 2016 to Jul 31, 2017 • Filed on Oct 26, 2017

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

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

75th percentile

19%

Higher net margin than 75% 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

61st percentile

9.5%

Faster asset growth than 61% of similar nonprofits.

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

Revenue Growth

15th percentile

-34%

Faster revenue growth than 15% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$37,370

Up $3,254 (+9.5%) from 2016

Net Assets

Up

$37,370

Up $3,254 (+9.5%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin75th percentile

Revenue

Down

$17,395

Down $9,052 (-34%) from 2016

Expenses

Down

$14,141

Down $2,411 (-15%) from 2016

Net Income

Down

$3,254

Down $6,641 (-67%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth61st 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

2017

Assets$37,370
Liabilities$0
Net Assets$37,370
Open 2017 Filing

Operations Trend

Revenue Growth15th 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

2017

Revenue$17,395
Expenses$14,141
Net Income$3,254
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2016 to Jul 31, 2017
Signed
Oct 26, 2017
Return Version
2016v3.0
Gross Receipts
$38,001
Mission and Program Overview

Mission

Parent-teacher association

Program Services

DescriptionGrantsExpenses
EDUCATIONAL RESOURCES AND SOCIAL EVENTS TO BENEFIT APPROXIMATELY 850 STUDENTS AND 100 STAFF$34,494$14,441
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOANNE KLINKPresidentPT$0--
HEATHER DEATONTreasurer-$0--
SHARONE CONTEH-MORGANSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Magazine Sal$16,823$16,823$8,425$8,398
Total Events$16,823$16,823$8,425$8,398
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
Heather Deaton
Title
President
Phone
4147732400
Signed
2017-10-26
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 29membership dues 2,126eighth grade promotion 1,964faculty appreciation week 332field trip transportation 6,000grants 500pta council events 149pta council scholarships 550multicultural event 1,235teacher expenses 300”

Raw XML Appendix175 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
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IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
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IRS990EZ/OtherExpensesTotalAmt013185
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PARENT-TEACHER ASSOCIATION
IRS990EZ/PrintingPublicationsPostageAmt0456
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATIONAL RESOURCES AND SOCIAL EVENTS TO BENEFIT APPROXIMATELY 850 STUDENTS AND 100 STAFF
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt034494
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt014441
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsNetIncomeLossAmt07021
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TanningServicesProvidedInd0false
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IRS990EZ/TotalRevenueAmt017395
IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/TypeOfOrganizationAssocInd0X
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTSUPPLIES 29MEMBERSHIP DUES 2,126EIGHTH GRADE PROMOTION 1,964FACULTY APPRECIATION WEEK 332FIELD TRIP TRANSPORTATION 6,000GRANTS 500PTA COUNCIL EVENTS 149PTA COUNCIL SCHOLARSHIPS 550MULTICULTURAL EVENT 1,235TEACHER EXPENSES 300
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
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ReturnHeader/FilingSecurityInformation/IPDt02017-10-30
ReturnHeader/FilingSecurityInformation/IPTm015:04:02
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0462892785
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06920 W NORTH AVE
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ReturnHeader/PreparerPersonGrp/PhoneNum04142585520
ReturnHeader/PreparerPersonGrp/PreparationDt02017-10-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RANDALL R LAUER CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-10-30T11:57:34-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-08-01
ReturnHeader/TaxPeriodEndDt02017-07-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$37,370
Liabilities
$0
Net assets
$37,370
Revenue
$17,395
Expenses
$14,141
Net income
$3,254
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$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