Civic Intelligence

PTA Wiconsin Congress

990EZ • Fiscal year 2021 • EIN 39-1620888

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 05, 2021

Organization ProfileN A
8332 Northwestern AveRacine, WI 53406-1722

(262) 619-4550

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

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

Liabilities / Revenue

56th percentile

0.00x

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

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

Net Margin

4th percentile

-256%

Higher net margin than 4% of similar nonprofits.

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

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.

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

Asset Growth

25th percentile

-10%

Faster asset growth than 25% of similar nonprofits.

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

Revenue Growth

4th percentile

-93%

Faster revenue growth than 4% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$56,940

Down $6,607 (-10%) from 2020

Net Assets

$56,940

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin4th percentile

Revenue

Down

$2,585

Down $35,397 (-93%) from 2020

Expenses

Down

$9,192

Down $19,494 (-68%) from 2020

Net Income

Down

-$6,607

Down $15,903 (-171%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

$80K$60K$40K$20K$0Assets 2012: $40,426Liabilities 2012: $02012Assets 2013: $31,962Liabilities 2013: $02013Assets 2014: $60,222Liabilities 2014: $02014Assets 2015: $39,967Liabilities 2015: $02015Assets 2016: $53,976Liabilities 2016: $02016Assets 2017: $51,370Liabilities 2017: $02017Assets 2018: $67,946Liabilities 2018: $02018Assets 2019: $54,251Liabilities 2019: $02019Assets 2020: $63,547Liabilities 2020: $02020Assets 2021: $56,940Liabilities 2021: $0Net Assets 2021: $56,9402021Assets 2022: $52,379Liabilities 2022: $0Net Assets 2022: $52,3792022Assets 2023: $73,511Liabilities 2023: $0Net Assets 2023: $73,5112023Assets 2024: $46,984Liabilities 2024: $02024Assets 2025: $23,607Net Assets 2025: $23,6072025

Highlighted filing

2021

Assets$56,940
Liabilities$0
Net Assets$56,940
Open 2021 Filing

Operations Trend

Revenue Growth4th percentile

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

$150K$100K$50K$0-$50KRevenue 2012: $40,143Expenses 2012: $40,185Net Income 2012: -$422012Revenue 2013: $63,428Expenses 2013: $71,892Net Income 2013: -$8,4642013Revenue 2014: $70,062Expenses 2014: $41,801Net Income 2014: $28,2612014Revenue 2015: $55,656Expenses 2015: $75,911Net Income 2015: -$20,2552015Revenue 2016: $71,612Expenses 2016: $57,603Net Income 2016: $14,0092016Revenue 2017: $72,567Expenses 2017: $75,173Net Income 2017: -$2,6062017Revenue 2018: $137,979Expenses 2018: $69,351Net Income 2018: $68,6282018Revenue 2019: $66,513Expenses 2019: $80,208Net Income 2019: -$13,6952019Revenue 2020: $37,982Expenses 2020: $28,686Net Income 2020: $9,2962020Revenue 2021: $2,585Expenses 2021: $9,192Net Income 2021: -$6,6072021Revenue 2022: $8,030Expenses 2022: $12,591Net Income 2022: -$4,5612022Revenue 2023: $38,409Expenses 2023: $18,423Net Income 2023: $19,9862023Revenue 2024: -$23,080Expenses 2024: $3,447Net Income 2024: -$26,5272024Revenue 2025: $28,277Expenses 2025: $51,654Net Income 2025: -$23,3772025

Highlighted filing

2021

Revenue$2,585
Expenses$9,192
Net Income-$6,607
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 5, 2021
Return Version
2020v4.0
Gross Receipts
$2,914
Mission and Program Overview

Mission

Enhancestudent'seducationalexperience

Program Services

DescriptionGrantsExpenses
EDUCATIONALHANDS-ONPURCHASESPROVIDEPROGRAMS,GOODSANDSERVICESTHATARENOTPROVIDEDBYTHERACINESCHOOLDISTRICT.WEIMPROVEDTHESCHOOLEXPERIENCEFORAPPROX1,500DURING2020-21SCHOOLYEAR$0$8,313
PTAHOSTEDANDSPONSOREDEVENTSTHATENHANCETHESCHOOLEXPERIENCEFORAPPROX1,500STUDENTSANDOVER125STAFFMEMBERS$0$221
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
EMILY JANPresidentPT$0--
JESSICA GREGORYVice PresidentPT$0--
LAURA MEIERSecretaryPT$0--
JORDAN LUECKCFOPT$0--
KAREN KROESTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Pta Wiconsin Congress
EIN
39-1620888
In Care Of
% Jordan Lueck
Address
8332 NORTHWESTERN AVE, RACINE, WI 53406-1722

Signing Officer

Name
Jordan Lueck
Title
CFO
Signed
2021-11-05
Supplemental Narrative

Additional Explanations

Part I, line 16

“| Other Expenses:, Amount:| Hands on money for teachers to use for classroom materials to further enhance learning for students, $8534|”

Raw XML Appendix149 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/BusinessName/BusinessNameLine1Txt0GIFFORD PTA
IRS990EZ/BooksInCareOfDetail/PhoneNum02626194550
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt08332 NORTHWESTERN AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0RACINE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0534061722
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt063547
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt056940
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-6607
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0658
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt063547
IRS990EZ/Form990TotalAssetsGrp/EOYAmt056940
IRS990EZ/FundraisingGrossIncomeAmt02342
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt02914
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt055
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0517
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt063547
IRS990EZ/NetAssetsOrFundBalancesEOYAmt056940
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt063547
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt056940
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0EMILY JAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JESSICA GREGORY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LAURA MEIER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JORDAN LUECK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KAREN KROES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CFO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt08534
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ENHANCESTUDENT'SEDUCATIONALEXPERIENCE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATIONALHANDS-ONPURCHASESPROVIDEPROGRAMS,GOODSANDSERVICESTHATARENOTPROVIDEDBYTHERACINESCHOOLDISTRICT.WEIMPROVEDTHESCHOOLEXPERIENCEFORAPPROX1,500DURING2020-21SCHOOLYEAR
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PTAHOSTEDANDSPONSOREDEVENTSTHATENHANCETHESCHOOLEXPERIENCEFORAPPROX1,500STUDENTSANDOVER125STAFFMEMBERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt08313
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1221
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0329
IRS990EZ/SpecialEventsNetIncomeLossAmt02013
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt09192
IRS990EZ/TotalProgramServiceExpensesAmt08534
IRS990EZ/TotalRevenueAmt02585
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0| Year:, Amount:, Description:| 2016, , | 2017, | 2018, | 2019, | 2020, |
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part III - Line 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0517
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0518
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0476
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0514
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0877
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02902
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt055
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt052
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt074
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt054
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt056
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0291
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt02342
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt058522
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0125882
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0167742
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0185980
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0540468
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt055
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt052
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt074
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt054
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt056
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0291
IRS990ScheduleA/InvestmentIncomeCYPct00.00
IRS990ScheduleA/InvestmentIncomePYPct00.00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00
IRS990ScheduleA/PublicSupportPY509Pct01.00
IRS990ScheduleA/PublicSupportTotal509Amt0543370
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt02859
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt059040
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0126358
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0168256
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0186857
IRS990ScheduleA/Total509Grp/TotalAmt0543370
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt02914
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt059092
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0126432
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0168310
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0186913
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0543661
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Other Expenses:, Amount:| Hands on money for teachers to use for classroom materials to further enhance learning for students, $8534|
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, line 16
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Jordan Lueck
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA WICONSIN CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0PTAW
ReturnHeader/Filer/EIN0391620888
ReturnHeader/Filer/ForeignPhoneNum02626194550
ReturnHeader/Filer/InCareOfNm0% Jordan Lueck
ReturnHeader/Filer/USAddress/AddressLine1Txt08332 NORTHWESTERN AVE
ReturnHeader/Filer/USAddress/CityNm0RACINE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0534061722
ReturnHeader/ReturnTs02021-11-05T15:12:17-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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
$56,940
Liabilities
$0
Net assets
$56,940
Revenue
$2,585
Expenses
$9,192
Net income
-$6,607
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.24$0.24$0.28$0.52$0.23
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.47$0.00$0.23$0.03$0.27
2023Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.38$0.18$0.20
2022Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.08$0.13$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.03$0.09$0.07
2020Summary only. Only limited summary data is available for this year.$0.64$0.00$0.38$0.29$0.09
2019Summary only. Only limited summary data is available for this year.$0.54$0.00$0.67$0.80$0.14
2018Summary only. Only limited summary data is available for this year.$0.68$0.00$1.38$0.69$0.69
2017Summary only. Only limited summary data is available for this year.$0.51$0.00$0.73$0.75$0.03
2016Summary only. Only limited summary data is available for this year.$0.54$0.00$0.72$0.58$0.14
2015Summary only. Only limited summary data is available for this year.$0.40$0.00$0.56$0.76$0.20
2014Summary only. Only limited summary data is available for this year.$0.60$0.00$0.70$0.42$0.28
2013Summary only. Only limited summary data is available for this year.$0.32$0.00$0.63$0.72$0.08
2012Summary only. Only limited summary data is available for this year.$0.40$0.00$0.40$0.40$0.00