Civic Intelligence

PTA Wisconsin Congress

EIN 23-7162647 • 501(c)3 • Germantown, WI

Profile

To support the ongoing academic and social/emotional education of County Line Elementary students.

W159N9939 Butternut RoadGermantown, WI 53022

n/A

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

64th percentile

10%

Higher net margin than 64% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2021

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 2021

Asset Growth

67th percentile

9.3%

Faster asset growth than 67% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2018 to 2021

Revenue Growth

34th percentile

-19%

Faster revenue growth than 34% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2018 to 2021

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$41,194

Up $9,658 (+31%) from 2018

Liabilities

Flat

$0

Flat from 2018

Net Assets

Up

$41,194

Up $9,658 (+31%) from 2018

Operations
Liabilities / Revenue62nd percentileNet Margin64th percentile

Revenue

Down

$22,317

Down $19,976 (-47%) from 2018

Expenses

Down

$19,991

Down $8,102 (-29%) from 2018

Net Income

Down

$2,326

Down $11,874 (-84%) from 2018

Trend Graphs

Balance Sheet Trend

Asset Growth67th percentile

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

$60K$40K$20K$0Assets 2015: $20,316Net Assets 2015: $20,3162015Assets 2018: $31,536Liabilities 2018: $0Net Assets 2018: $31,5362018Assets 2021: $41,194Liabilities 2021: $0Net Assets 2021: $41,1942021

Highlighted filing

2021

Assets$41,194
Liabilities$0
Net Assets$41,194
Open 2021 Filing

Operations Trend

Revenue Growth34th percentile

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

$60K$40K$20K$0Revenue 2015: $37,996Expenses 2015: $33,288Net Income 2015: $4,7082015Revenue 2018: $42,293Expenses 2018: $28,093Net Income 2018: $14,2002018Revenue 2021: $22,317Expenses 2021: $19,991Net Income 2021: $2,3262021

Highlighted filing

2021

Revenue$22,317
Expenses$19,991
Net Income$2,326
Open 2021 Filing

Filings

Most recent year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$41,194
Liabilities
$0
Net assets
$41,194
Revenue
$22,317
Expenses
$19,991
Net income
$2,326
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$41.2$0.00$41.2$22.3$20.0$2.33
2018Detailed filing. Detailed filing data is available for this year.$31.5$0.00$31.5$42.3$28.1$14.2
2015Detailed filing. Detailed filing data is available for this year.$20.3$20.3$38.0$33.3$4.71
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Apr 3, 2022
Return Version
2020v4.0
Gross Receipts
$52,953
Mission and Program Overview

Mission

To support the ongoing academic and social/emotional education of county line elementary students.

Program Services

DescriptionGrantsExpenses
Enrichment of Students - organizing events and supplies needed to support the ongoing enrichment of the students. These include magazines and books in the classroom, D.A.R.E, support of teachers during conferences, spelling bees, marathons to support fitness, and additional miscellaneous events.$0$12,712
Outreach involvement to support family involvement with in the school - used to bring families to the school for events that they can share with the students. These events include Muffins with Mom, Delightful Donuts for Dads, Snowball craft event for families, festivals and more.$0$1,255
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lindsay RehklauTreasurerPT$0--
Jessica WilsonPresidentPT$0--
Kara RoemingVice President-$0--
Veronica WeberSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Scrip$31,852$31,852$30,636$1,216
Total Events$31,852$31,852$30,636$1,216
Filing and Contact Details

Filer

Filer Name
Pta Wisconsin Congress
EIN
23-7162647
Phone
2622533465
Address
W159N9939 Butternut Road, Germantown, WI 53022

Signing Officer

Name
Danielle Marsh
Title
Treasurer
Phone
2622533465
Signed
2022-04-03
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 4

“BMO Harris Interest Amount: 18”

Form 990-EZ, Part I, Line 16

“Description;Amount^Administrative Expenses;1106|Book Fair Expense;3403|Surprise A Thon;3108|Supplies for Classrooms;3115|Miscellaneous Student Enrichment Events;9259^Total;19991^”

Raw XML Appendix209 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/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt019991
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0To support the ongoing academic and social/emotional education of County Line Elementary students.
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt018794
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Outreach involvement to support family involvement with in the school - used to bring families to the school for events that they can share with the students. These events include Muffins with Mom, Delightful Donuts for Dads, Snowball craft event for families, festivals and more.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11255
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IRS990EZ/TotalRevenueAmt022317
IRS990EZ/TransactionWithControlEntInd00
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IRS990EZ/TypeOfOrganizationOtherDesc0Non profit
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0800
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IRS990ScheduleA/InvestmentIncomeCYPct00.00056
IRS990ScheduleA/InvestmentIncomePYPct00.0007
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BMO Harris Interest Amount: 18
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description;Amount^Administrative Expenses;1106|Book Fair Expense;3403|Surprise A Thon;3108|Supplies for Classrooms;3115|Miscellaneous Student Enrichment Events;9259^Total;19991^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
ReasonableCauseExplanation/ExplanationTxt0Not late - extension filed
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Danielle Marsh
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum02622533465
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA WISCONSIN CONGRESS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0County Line
ReturnHeader/Filer/BusinessNameControlTxt0PTAW
ReturnHeader/Filer/EIN0237162647
ReturnHeader/Filer/PhoneNum02622533465
ReturnHeader/Filer/USAddress/AddressLine1Txt0W159N9939 Butternut Road
ReturnHeader/Filer/USAddress/CityNm0Germantown
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053022
ReturnHeader/ReturnTs02022-04-29T09:17:14-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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