Liabilities / Assets
78th percentile
Higher debt load relative to assets than 78% of similar nonprofits.
PTA Wisconsin Congress
EIN 39-0841949 • 501(c)3 • Milwaukee, WI
Profile
To promote the education, health, and welfare of children and youth.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.09x
Liabilities / Revenue
85th percentile
Higher debt load relative to revenue than 85% of similar nonprofits.
Net Margin
86th percentile
Higher net margin than 86% of similar nonprofits.
Top Officer Pay
81st percentile
Higher top officer pay than 81% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
77th percentile
Faster asset growth than 77% of similar nonprofits.
Revenue Growth
20th percentile
Faster revenue growth than 20% of similar nonprofits.
Balance Sheet
Assets
Up$61,947
Up $11,303 (+22%) from 2021
Liabilities
Down$5,500
Down $2,968 (-35%) from 2021
Net Assets
Up$56,447
Up $14,271 (+34%) from 2021
Revenue
Down$34,707
Down $29,363 (-46%) from 2021
Expenses
Down$20,436
Down $21,015 (-51%) from 2021
Net Income
Down$14,271
Down $8,348 (-37%) from 2021
Trend Graphs
Filings
Most recent year
2022 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.
- Assets
- $61,947
- Liabilities
- $5,500
- Net assets
- $56,447
- Revenue
- $34,707
- Expenses
- $20,436
- Net income
- $14,271
Latest Detailed Filing
The latest 2022 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2021 below.
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2020 to Jun 30, 2021
- Signed
- Nov 19, 2021
- Return Version
- 2020v4.1
- Gross Receipts
- $70,190
Mission and Program Overview
Mission
To promote the education, health, and welfare of children and youth.
Promote edu health welfare of children
Program Services
| Description | Grants | Expenses |
|---|---|---|
| CONVENTIONS LEADERSHIP TRAINING REFLECTIONS SERVICES TO UNITS | - | $41,451 |
| BROOKMIRE HASTINGS SCHOLARSHIPS | - | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| HEIDI NICOLAZZO | President | - | $0 | - | - |
| MIKE SOUTHERS | Vice President | - | $0 | - | - |
| HEATHER BIRK | Treasurer | - | $0 | - | - |
| PATRICIA MASON | Secretary | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Pta Wisconsin Congress
- EIN
- 39-0841949
- Address
- 2141 S 80TH ST, MILWAUKEE, WI 53219
Signing Officer
- Name
- Gina Kraemer
- Title
- President
- Phone
- 6082441455
- Signed
- 2021-11-19
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Neptune Finc & Mgmt Svcs LLC
- Address
- 910 ELM GROVE RD STE 17, ELM GROVE, WI 53122
- Preparer
- Bryan Stutzki
- Phone
- 2627860708
Supplemental Narrative
Additional Explanations
Description of other revenue Part I line 8
“Description amountsale of equipment 20”
Description of other expenses Part I line 16
“Description amountdepreciation from 4562 410payroll taxes 1,513office expense 456postage 240bank charge 12accounting fees 570insurance 1,546awards and gifts 600interest and late charges 5,859mileage reimb 50website 127memberships 6,028training 20payroll processing 474”
Description of other assets Part II line 24
“Category beginning of year end of yearinventory 4,358 4,358equipment net of depr 13,779 13,369”
Description of total liabilities Part II line 26
“Category beginning of year end of yearloan payable wfea 5,500 5,500payroll liabilities 1,578 2,968”
Raw XML Appendix174 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 |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/AddressChangeInd | 0 | X |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | HEIDI NICOLAZZO |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 6082441455 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 2141 S 80TH ST |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | MILWAUKEE |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | WI |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 53219 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 8498 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 32917 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 98 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 6120 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 22619 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 26635 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 50644 |
| IRS990EZ/GainOrLossFromSaleOfAssetsAmt | 0 | 43880 |
| IRS990EZ/GrossReceiptsAmt | 0 | 70190 |
| IRS990EZ/GroupExemptionNum | 0 | 2257 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/LandAndBuildingsGrp/BOYAmt | 0 | 0 |
| IRS990EZ/LandAndBuildingsGrp/EOYAmt | 0 | 0 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 17701 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 19557 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 42176 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 19557 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 42176 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 5021 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | HEIDI NICOLAZZO |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | MIKE SOUTHERS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | HEATHER BIRK |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | PATRICIA MASON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | VICE PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | SECRETARY |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 18137 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 17727 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 17905 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 20 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | PROMOTE EDU HEALTH WELFARE OF CHILDREN |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 2371 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | CONVENTIONS LEADERSHIP TRAINING REFLECTIONS SERVICES TO UNITS |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | BROOKMIRE HASTINGS SCHOLARSHIPS |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 41451 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 18525 |
| IRS990EZ/SaleOfAssetsGrossAmt | 0 | 50000 |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | WI |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 7078 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 8468 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 41451 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 41451 |
| IRS990EZ/TotalRevenueAmt | 0 | 64070 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.WISCONSINPTA.ORG |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 17799 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 42803 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 48319 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 68495 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 59604 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 237020 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt | 0 | 535 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt | 0 | 535 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 2371 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 1183 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt | 0 | 14660 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt | 0 | 24913 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt | 0 | 2917 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 46044 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt | 0 | 535 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt | 0 | 535 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00000 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.00000 |
| IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt | 0 | 43900 |
| IRS990ScheduleA/OtherIncome509Grp/TotalAmt | 0 | 43900 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 0.86430 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 0.00000 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 283064 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 20170 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 43986 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 62979 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 93408 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 62521 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 283064 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 64070 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 44521 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 62979 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 93408 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 62521 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 327499 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION AMOUNTSALE OF EQUIPMENT 20 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION AMOUNTDEPRECIATION FROM 4562 410PAYROLL TAXES 1,513OFFICE EXPENSE 456POSTAGE 240BANK CHARGE 12ACCOUNTING FEES 570INSURANCE 1,546AWARDS AND GIFTS 600INTEREST AND LATE CHARGES 5,859MILEAGE REIMB 50WEBSITE 127MEMBERSHIPS 6,028TRAINING 20PAYROLL PROCESSING 474 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | CATEGORY BEGINNING OF YEAR END OF YEARINVENTORY 4,358 4,358EQUIPMENT NET OF DEPR 13,779 13,369 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | CATEGORY BEGINNING OF YEAR END OF YEARLOAN PAYABLE WFEA 5,500 5,500PAYROLL LIABILITIES 1,578 2,968 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Description of other revenue Part I line 8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Description of other expenses Part I line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Description of other assets Part II line 24 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Description of total liabilities Part II line 26 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd | 0 | AAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd | 0 | IAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd | 0 | 00 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd | 0 | 0 |
| ReturnHeader/BuildTS | 0 | 2022-09-23 18:48:47Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | GINA KRAEMER |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 6082441455 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2021-11-19 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | PTA WISCONSIN CONGRESS |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | PTAW |
| ReturnHeader/Filer/EIN | 0 | 390841949 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 2141 S 80TH ST |
| ReturnHeader/Filer/USAddress/CityNm | 0 | MILWAUKEE |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | WI |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 53219 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 392042520 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | NEPTUNE FINC & MGMT SVCS LLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 910 ELM GROVE RD STE 17 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | ELM GROVE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | WI |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 53122 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 2627860708 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2021-11-19 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | BRYAN STUTZKI |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2021-11-19T18:17:56-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | GINA |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | KRAEMER |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2020-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2021-06-30 |
| ReturnHeader/TaxYr | 0 | 2020 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.