PTA Wisconsin Congress

990EZ • Fiscal year 2021 • EIN 39-0841949

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 19, 2021

Organization Profile WWW.WISCONSINPTA.ORG

2141 S 80th StMilwaukee, WI 53219

(608) 244-1455

Siviq Scores

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

0.17x

Higher debt load relative to assets than 81% of similar nonprofits.

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

0.13x

Higher debt load relative to revenue than 81% of similar nonprofits.

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

35%

Higher net margin than 78% of similar nonprofits.

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

Higher top officer pay than 77% of similar nonprofits.

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

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

90%

Faster asset growth than 88% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

44%

Faster revenue growth than 73% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet

Liabilities / Assets81st percentile

Assets

$50,644

Up $24,009 (+90%) from 2020

Net Assets

$42,176

Up $22,619 (+116%) from 2020

Liabilities

$8,468

Up $1,390 (+20%) from 2020

Revenue And Expenses

Liabilities / Revenue81st percentile Net Margin78th percentile

Revenue

$64,070

Up $19,549 (+44%) from 2020

Expenses

Down

$41,451

Down $12,827 (-24%) from 2020

Net Income

$22,619

Up $32,376 (+332%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

Highlighted filing

2021

Assets$50,644

Liabilities$8,468

Net Assets$42,176

Open 2021 Filing

Operations Trend

Revenue Growth73rd percentile

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

Highlighted filing

2021

Revenue$64,070

Expenses$41,451

Net Income$22,619

Open 2021 Filing

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

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

Top Officer Pay77th percentile

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.

Filings

Displayed year

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

Open filing

Assets: $50,644
Liabilities: $8,468
Net assets: $42,176
Revenue: $64,070
Expenses: $41,451
Net income: $22,619

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$61.9	$5.50	$56.4	$34.7	$20.4	$14.3
2021Detailed filing. Detailed filing data is available for this year.	$50.6	$8.47	$42.2	$64.1	$41.5	$22.6
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$26.6	$7.08	$19.6	$44.5	$54.3	$9.76
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$35.9	$6.55	$29.3	$61.6	$90.2	$28.6
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$64.4	$6.50		$92.2	$82.8	$9.43
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$55.5	$7.00	$48.5	$85.9	$92.1	$6.14
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$62.1	$7.50		$69.8	$81.4	$11.6
2015Detailed filing. Detailed filing data is available for this year.	$74.2	$8.00	$66.2	$59.1	$53.8	$5.34
2014Summary only. Only limited summary data is available for this year.	$61.9	$0.98		$59.1	$48.6	$10.5
2013Summary only. Only limited summary data is available for this year.	$50.7	$0.89		$69.0	$78.4	$9.48
2012Summary only. Only limited summary data is available for this year.	$66.9	$0.19		$82.9	$76.7	$6.20