Civic Intelligence

Roosevelt School P T a - P T a Wisconsin Congress

EIN 23-7162392 • 501(c)3 • Wauwatosa, WI

Profile

Parent-teacher association pta

2535 N 73rd StWauwatosa, WI 53213-1213

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2018

Net Margin

52nd percentile

2.5%

Higher net margin than 52% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

80th percentile

28%

Faster asset growth than 80% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

96th percentile

255%

Faster revenue growth than 96% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$3,670

Up $804 (+28%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$3,670

Up $804 (+28%) from 2017

Operations
Liabilities / RevenueScore unavailableNet Margin52nd percentile

Revenue

Up

$32,008

Up $22,980 (+255%) from 2017

Expenses

Up

$31,204

Up $2,918 (+10%) from 2017

Net Income

Up

$804

Up $20,062 (+104%) from 2017

Trend Graphs

Balance Sheet Trend

Asset Growth80th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30K$20K$10K$0Assets 2012: $24,054Liabilities 2012: $0Net Assets 2012: $24,0542012Assets 2013: $14,056Liabilities 2013: $0Net Assets 2013: $14,0562013Assets 2014: $13,579Liabilities 2014: $0Net Assets 2014: $13,5792014Assets 2015: $24,436Liabilities 2015: $0Net Assets 2015: $24,4362015Assets 2016: $22,124Liabilities 2016: $0Net Assets 2016: $22,1242016Assets 2017: $2,866Liabilities 2017: $0Net Assets 2017: $2,8662017Assets 2018: $3,670Net Assets 2018: $3,6702018

Highlighted filing

2018

Assets$3,670
Liabilities-
Net Assets$3,670
Open 2018 Filing

Operations Trend

Revenue Growth96th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40K$20K$0-$20KRevenue 2012: $18,939Expenses 2012: $24,331Net Income 2012: -$5,3922012Revenue 2013: $13,061Expenses 2013: $23,059Net Income 2013: -$9,9982013Revenue 2014: $17,927Expenses 2014: $18,404Net Income 2014: -$4772014Revenue 2015: $17,360Expenses 2015: $6,503Net Income 2015: $10,8572015Revenue 2016: $4,999Expenses 2016: $7,311Net Income 2016: -$2,3122016Revenue 2017: $9,028Expenses 2017: $28,286Net Income 2017: -$19,2582017Revenue 2018: $32,008Expenses 2018: $31,204Net Income 2018: $8042018

Highlighted filing

2018

Revenue$32,008
Expenses$31,204
Net Income$804
Open 2018 Filing

Filings

Most recent year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,670
Liabilities
-
Net assets
$3,670
Revenue
$32,008
Expenses
$31,204
Net income
$804
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$3.67$3.67$32.0$31.2$0.80
2017Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$9.03$28.3$19.3
2016Detailed filing. Detailed filing data is available for this year.$22.1$0.00$22.1$5.00$7.31$2.31
2015Detailed filing. Detailed filing data is available for this year.$24.4$0.00$24.4$17.4$6.50$10.9
2014Detailed filing. Detailed filing data is available for this year.$13.6$0.00$13.6$17.9$18.4$0.48
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.1$0.00$14.1$13.1$23.1$10.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.1$0.00$24.1$18.9$24.3$5.39
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Aug 29, 2018
Return Version
2017v2.2
Gross Receipts
$44,210
Mission and Program Overview

Mission

Parent-teacher association pta

Parent-teacher accociation (pta)

Program Services

DescriptionGrantsExpenses
HIGH INTEREST DAY-$6,051
SCHOOL FIELD TRIPS-$4,973
CULTURAL EVENTS MOVIE NIGHT, POOL PARTY, SCHOOL DANCE, WORLD MUSIC-$2,576
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUNNY IWANSKIPresidentPT$0--
NICKI PANTUSOVice PresidentPT$0--
NICKIE GERBOTHSecretary-$0--
ANDREW ZILINSKASTreasurer-$0--
SARAH PLAMANNOther-$0--
RACHEL SCHICKOWSKIOther-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run$21,586$21,586$5,418$16,168
Fun Fair$5,472$5,472$4,084$1,388
Total Events$27,058$27,058$9,502$17,556
Filing and Contact Details

Filer

Filer Name
Roosevelt School P T a - P T a Wisconsin Congress
EIN
23-7162392
Phone
4147331600
Address
2535 N 73RD ST, WAUWATOSA, WI 53213-1213

Signing Officer

Name
Sunny Iwanski
Title
President
Phone
4147331600
Signed
2018-08-29
Discuss with paid preparer
Yes

Preparer

Firm
Kkcpa S C
Address
735 N Water St Ste 930, Milwaukee, WI 53202
Preparer
Karl E Klein CPA
Phone
4142715580
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“School program costs 24523.”

Form 990EZ, Part I, Line 16

“Pta expenses and dues 2535.”

Form 990EZ, Part I, Line 16

“HOSPITALITY COSTS 1226.”

Form 990EZ, Part I, Line 16

“SERVICES 1132.”

Form 990EZ, Part I, Line 16

“5th & 8th grade promotions 1788.”

Raw XML Appendix178 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/PhoneNum04147731600
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WAUWATOSA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0532131213
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt02866
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt03670
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0804
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt02866
IRS990EZ/Form990TotalAssetsGrp/EOYAmt03670
IRS990EZ/FundraisingGrossIncomeAmt043341
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt044210
IRS990EZ/GroupExemptionNum02257
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0869
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt02866
IRS990EZ/NetAssetsOrFundBalancesEOYAmt03670
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt02866
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt03670
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt53.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SUNNY IWANSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1NICKI PANTUSO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2NICKIE GERBOTH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ANDREW ZILINSKAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SARAH PLAMANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5RACHEL SCHICKOWSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4OTHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5OTHER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt031204
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PARENT-TEACHER ACCOCIATION (PTA)
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOOL FIELD TRIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1CULTURAL EVENTS MOVIE NIGHT, POOL PARTY, SCHOOL DANCE, WORLD MUSIC
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2HIGH INTEREST DAY
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04973
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12576
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt26051
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt012202
IRS990EZ/SpecialEventsNetIncomeLossAmt031139
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt031204
IRS990EZ/TotalProgramServiceExpensesAmt013600
IRS990EZ/TotalRevenueAmt032008
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0706
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0774
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0822
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0252
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02554
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt050382
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt059535
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt064455
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt083685
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0258057
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0260611
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt051088
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt065277
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt083937
IRS990ScheduleA/Total509Grp/TotalAmt0260611
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0260611
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt09502
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUN RUN
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FUN FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt021586
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt05472
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt027058
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt021586
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt05472
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt027058
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt017556
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt09502
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05418
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt04084
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SCHOOL PROGRAM COSTS 24523.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PTA EXPENSES AND DUES 2535.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2HOSPITALITY COSTS 1226.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SERVICES 1132.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt45TH & 8TH GRADE PROMOTIONS 1788.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUNNY IWANSKI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04147331600
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROOSEVELT SCHOOL P T A - P T A WISCONSIN CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0ROOS
ReturnHeader/Filer/EIN0237162392
ReturnHeader/Filer/PhoneNum04147331600
ReturnHeader/Filer/USAddress/AddressLine1Txt02535 N 73RD ST
ReturnHeader/Filer/USAddress/CityNm0WAUWATOSA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0532131213
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt04.14.174.69
ReturnHeader/FilingSecurityInformation/IPDt02018-10-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm018:21:23
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KKCPA S C
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0735 N Water St Ste 930
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Milwaukee
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053202
ReturnHeader/PreparerPersonGrp/PhoneNum04142715580
ReturnHeader/PreparerPersonGrp/PreparationDt02018-10-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KARL E KLEIN CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-10-13T18:21:28-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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