Civic Intelligence

PTA Wisconsin Congress

990EZ • Fiscal year 2019 • EIN 23-7162342

Jul 01, 2018 to Jun 30, 2019 • Filed on Oct 31, 2019

Organization ProfileN/A
8710 W Orchard StreetWest Allis, WI 53214

(608) 235-1038

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

16th percentile

-21%

Higher net margin than 16% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

14th percentile

-32%

Faster asset growth than 14% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

25th percentile

-19%

Faster revenue growth than 25% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$7,386

Down $3,497 (-32%) from 2018

Net Assets

Down

$7,386

Down $3,497 (-32%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin16th percentile

Revenue

Down

$16,756

Down $3,991 (-19%) from 2018

Expenses

Down

$20,253

Down $1,883 (-8.5%) from 2018

Net Income

Down

-$3,497

Down $2,108 (-152%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

2019

Assets$7,386
Liabilities-
Net Assets$7,386
Open 2019 Filing

Operations Trend

Revenue Growth25th percentile

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

2019

Revenue$16,756
Expenses$20,253
Net Income-$3,497
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 31, 2019
Return Version
2018v3.1
Gross Receipts
$22,295
Mission and Program Overview

Mission

Support education at Irving School.

Program Services

DescriptionGrantsExpenses
Various Student Activities.$16,312-
Classroom Staff Parent Support.$2,065-
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kate HuppSecretary-$0--
Daphne LeighPresident-$0--
Nicole BurnsTreasurer-$0--
Tracey SchultzVice President-$0--
Filing and Contact Details

Filer

Filer Name
PTA Wisconsin Congress
EIN
23-7162342
Phone
6082351038
Address
8710 W Orchard Street, West Allis, WI 53214

Signing Officer

Name
Nicole Burns
Title
Treasurer
Signed
2019-10-31
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

“School Picnic $4859”

Other Revenue.2

“Family Activities $4144”

Other Revenue.3

“5th Grade $666”

Other Revenue.4

“High Interest Day $231”

Other Revenue.5

“Spirit Wear $116”

Other Expenses.1012

“Insurance $295”

Other Expenses.1

“Family Activities $6923”

Other Expenses.2

“Field Trip Transportaion $3303”

Other Expenses.3

“5th Grade Activities $3092”

Other Expenses.5

“High Interest Day $1494”

Other Expenses.6

“Classroom Gifts $1283”

Other Expenses.7

“Dues & Subscriptions $950”

Other Expenses.8

“Teacher Appreciation $782”

Other Expenses.9

“Administrative/Office $158”

Other Expenses.10

“Photos $46”

Other Expenses.11

“Supplies $25”

Raw XML Appendix184 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
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053214
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IRS990EZ/ContributionsGiftsGrantsEtcAmt0600
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Kate Hupp
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Daphne Leigh
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Nicole Burns
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Tracey Schultz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt018351
IRS990EZ/OtherRevenueTotalAmt010016
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Support education at Irving School.
IRS990EZ/PrintingPublicationsPostageAmt01547
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Classroom Staff Parent Support.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Various Student Activities.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt02065
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt116312
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt05539
IRS990EZ/SpecialEventsNetIncomeLossAmt04758
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt020253
IRS990EZ/TotalProgramServiceExpensesAmt018377
IRS990EZ/TotalRevenueAmt016756
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/CurrentTaxYearAmt01982
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0937
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0621
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0508
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0693
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04741
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt04741
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01982
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0937
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0621
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0508
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0693
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04741
IRS990ScheduleA/TotalSupportAmt04741
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0School Picnic $4859
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Family Activities $4144
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt25th Grade $666
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3High Interest Day $231
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Spirit Wear $116
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Insurance $295
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Family Activities $6923
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Field Trip Transportaion $3303
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt85th Grade Activities $3092
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9High Interest Day $1494
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Classroom Gifts $1283
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Dues & Subscriptions $950
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Teacher Appreciation $782
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Administrative/Office $158
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Photos $46
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Supplies $25
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 Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.11
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Nicole Burns
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA Wisconsin Congress
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Woodrow Wilson School
ReturnHeader/Filer/BusinessNameControlTxt0PTAW
ReturnHeader/Filer/EIN0237162342
ReturnHeader/Filer/PhoneNum06082351038
ReturnHeader/Filer/USAddress/AddressLine1Txt08710 W Orchard Street
ReturnHeader/Filer/USAddress/CityNm0West Allis
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053214
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391572651
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/ReturnTs02019-10-31T12:06:34-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,386
Liabilities
-
Net assets
$7,386
Revenue
$16,756
Expenses
$20,253
Net income
-$3,497
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$9.63$9.63$33.2$26.6$6.57
2021Detailed filing. Detailed filing data is available for this year.$3.06$3.06$0.69$6.48$5.79
2020Detailed filing. Detailed filing data is available for this year.$8.85$8.85$16.7$15.3$1.47
2019Detailed filing. Detailed filing data is available for this year.$7.39$7.39$16.8$20.3$3.50
2018Detailed filing. Detailed filing data is available for this year.$10.9$10.9$20.7$22.1$1.39
2017Detailed filing. Detailed filing data is available for this year.$12.3$12.3$28.4$25.6$2.78
2016Detailed filing. Detailed filing data is available for this year.$9.50$9.50$21.7$23.7$2.01
2015Detailed filing. Detailed filing data is available for this year.$11.5$11.5$23.5$22.6$0.89
2014Detailed filing. Detailed filing data is available for this year.$10.6$10.6$26.3$24.0$2.23
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.99$8.99$25.0$22.6$2.41
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.50$0.00$4.50$23.9$24.2$0.27
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.77$0.00$4.77$22.9$24.4$1.56