Civic Intelligence

PTA Wisconsin Congress

990EZ • Fiscal year 2017 • EIN 23-7162342

Jul 01, 2016 to Jun 30, 2017 • Filed on Mar 09, 2018

8710 W Orchard StreetWest Allis, WI 53214

(414) 332-2209

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

63rd percentile

9.8%

Higher net margin than 63% 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

77th percentile

29%

Faster asset growth than 77% of similar nonprofits.

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

Revenue Growth

79th percentile

30%

Faster revenue growth than 79% of similar nonprofits.

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

Assets

Up

$12,272

Up $2,777 (+29%) from 2016

Net Assets

Up

$12,272

Up $2,777 (+29%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$28,360

Up $6,622 (+30%) from 2016

Expenses

Up

$25,583

Up $1,835 (+7.7%) from 2016

Net Income

Up

$2,777

Up $4,787 (+238%) from 2016

Historical Trend

Balance Sheet Trend

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

$15K$10K$5.0K$0Assets 2011: $4,769Liabilities 2011: $0Net Assets 2011: $4,7692011Assets 2012: $4,498Liabilities 2012: $0Net Assets 2012: $4,4982012Assets 2013: $8,994Net Assets 2013: $8,9942013Assets 2014: $10,616Net Assets 2014: $10,6162014Assets 2015: $11,505Net Assets 2015: $11,5052015Assets 2016: $9,495Net Assets 2016: $9,4952016Assets 2017: $12,272Net Assets 2017: $12,2722017Assets 2018: $10,883Net Assets 2018: $10,8832018Assets 2019: $7,386Net Assets 2019: $7,3862019Assets 2020: $8,853Net Assets 2020: $8,8532020Assets 2021: $3,061Net Assets 2021: $3,0612021Assets 2022: $9,629Net Assets 2022: $9,6292022

Highlighted filing

2017

Assets$12,272
Liabilities-
Net Assets$12,272

Operations Trend

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

$40K$30K$20K$10K$0-$10KRevenue 2011: $22,885Expenses 2011: $24,447Net Income 2011: -$1,5622011Revenue 2012: $23,907Expenses 2012: $24,178Net Income 2012: -$2712012Revenue 2013: $24,968Expenses 2013: $22,554Net Income 2013: $2,4142013Revenue 2014: $26,269Expenses 2014: $24,036Net Income 2014: $2,2332014Revenue 2015: $23,506Expenses 2015: $22,617Net Income 2015: $8892015Revenue 2016: $21,738Expenses 2016: $23,748Net Income 2016: -$2,0102016Revenue 2017: $28,360Expenses 2017: $25,583Net Income 2017: $2,7772017Revenue 2018: $20,747Expenses 2018: $22,136Net Income 2018: -$1,3892018Revenue 2019: $16,756Expenses 2019: $20,253Net Income 2019: -$3,4972019Revenue 2020: $16,742Expenses 2020: $15,275Net Income 2020: $1,4672020Revenue 2021: $689Expenses 2021: $6,481Net Income 2021: -$5,7922021Revenue 2022: $33,177Expenses 2022: $26,609Net Income 2022: $6,5682022

Highlighted filing

2017

Revenue$28,360
Expenses$25,583
Net Income$2,777
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Mar 9, 2018
Return Version
2016v3.0
Gross Receipts
$53,769
Mission and Program Overview

Mission

Support education at Irving School.

Program Services

DescriptionGrantsExpenses
Various Student Activities.$16,651-
Classroom Staff Parent Support.$3,013-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Erin SandersonVice President-$0--
Daphne LeighSecretary-$0--
Melissa EmonsPresident-$0--
Kristi JohnsonTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Marcus Movie$17,418$17,418$15,157$2,261
Braided Bread$8,376$8,376$4,965$3,411
Total Events$25,794$25,794$20,122$5,672
Filing and Contact Details

Filer

Filer Name
PTA Wisconsin Congress
EIN
23-7162342
Phone
4143322209
Address
8710 W Orchard Street, West Allis, WI 53214

Signing Officer

Name
Kristi Johnson
Title
Treasurer
Signed
2018-03-09
Discuss with paid preparer
Yes

Preparer

Firm
Joseph A Schilz SC
Address
6151 S 108th Street, Hales Corners, WI 53130
Preparer
Tammy L Kersten
Phone
4145292071
Supplemental Narrative

Additional Explanations

Other Revenue.1

Family Activities $7552

Other Revenue.2

School Picnic $5111

Other Revenue.3

5th Grade $1322

Other Revenue.4

High Interest Day $407

Other Revenue.5

Spirit Wear $215

Other Revenue.6

Miscellaneous $10

Other Expenses.1012

Insurance $280

Other Expenses.1

Family Activities $6515

Other Expenses.2

Field Trip Transportaion $4912

Other Expenses.3

School PIcnic $3361

Other Expenses.4

High Interest Day $1978

Other Expenses.5

5th Grade Activities $1722

Other Expenses.6

Classroom Gifts $1658

Other Expenses.7

Miscellaneous $1598

Other Expenses.8

Teacher Appreciation $1355

Other Expenses.9

Dues & Subscriptions $765

Other Expenses.10

Supplies $657

Other Expenses.11

Administrative/Office $318

Other Expenses.13

Photos $51

Raw XML Appendix201 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/BooksInCareOfDetail/USAddress/CityNm0West Allis
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
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IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt025170
IRS990EZ/OtherRevenueTotalAmt014617
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Support education at Irving School.
IRS990EZ/PrintingPublicationsPostageAmt098
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Classroom Staff Parent Support.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Various Student Activities.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt03013
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt116651
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt025409
IRS990EZ/SpecialEventsNetIncomeLossAmt013122
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt025583
IRS990EZ/TotalProgramServiceExpensesAmt019664
IRS990EZ/TotalRevenueAmt028360
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0621
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0508
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0693
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0746
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0747
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03315
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt03315
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0508
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0693
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0746
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0747
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03315
IRS990ScheduleA/TotalSupportAmt03315
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt020122
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Marcus Movie
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Braided Bread
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt017418
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt08376
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt017418
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt08376
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt025794
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt05672
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt020122
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt015157
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt04965
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Family Activities $7552
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1School Picnic $5111
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt25th Grade $1322
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3High Interest Day $407
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Spirit Wear $215
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Miscellaneous $10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Insurance $280
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Family Activities $6515
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Field Trip Transportaion $4912
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9School PIcnic $3361
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10High Interest Day $1978
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt115th Grade Activities $1722
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Classroom Gifts $1658
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Miscellaneous $1598
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Teacher Appreciation $1355
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Dues & Subscriptions $765
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Supplies $657
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Administrative/Office $318
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Photos $51
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Revenue.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Revenue.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Revenue.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Revenue.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Revenue.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Other Expenses.13
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kristi Johnson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA Wisconsin Congress
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Woodrow Wilson School
ReturnHeader/Filer/BusinessNameControlTxt0PTAW
ReturnHeader/Filer/EIN0237162342
ReturnHeader/Filer/PhoneNum04143322209
ReturnHeader/Filer/USAddress/AddressLine1Txt08710 W Orchard Street
ReturnHeader/Filer/USAddress/CityNm0West Allis
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053214
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Joseph A Schilz SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06151 S 108th Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Hales Corners
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053130
ReturnHeader/PreparerPersonGrp/PhoneNum04145292071
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Tammy L Kersten
ReturnHeader/ReturnTs02018-03-09T08:32:53-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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Filings