Civic Intelligence

PTA Wisconsin Congress

990EZ • Fiscal year 2023 • EIN 39-1765982

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 14, 2023

Organization Profilesdw.waukesha.k12.wi.us/domain/592
3130 Rolling Ridge DrWaukesha, WI 53188

(262) 970-2005

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

100th percentile

100%

Higher net margin than 100% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

22nd percentile

-21%

Faster asset growth than 22% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$30,350

Down $8,209 (-21%) from 2022

Net Assets

Down

$30,350

Down $8,209 (-21%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$8,209

Down $17,998 (-184%) from 2022

Expenses

Flat

$0

Flat from 2022

Net Income

Down

-$8,209

Down $17,998 (-184%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$80K$60K$40K$20K$0Assets 2013: $63,575Liabilities 2013: $02013Assets 2014: $63,477Liabilities 2014: $02014Assets 2015: $54,446Liabilities 2015: $02015Assets 2016: $36,663Liabilities 2016: $02016Assets 2017: $32,594Liabilities 2017: $02017Assets 2018: $33,740Liabilities 2018: $02018Assets 2019: $35,684Liabilities 2019: $02019Assets 2020: $38,939Liabilities 2020: $02020Assets 2021: $28,770Liabilities 2021: $02021Assets 2022: $38,559Liabilities 2022: $0Net Assets 2022: $38,5592022Assets 2023: $30,350Liabilities 2023: $0Net Assets 2023: $30,3502023Assets 2024: $32,150Liabilities 2024: $0Net Assets 2024: $32,1502024Assets 2025: $34,192Liabilities 2025: $0Net Assets 2025: $34,1922025

Highlighted filing

2023

Assets$30,350
Liabilities$0
Net Assets$30,350
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KRevenue 2013: $32,858Expenses 2013: $25,682Net Income 2013: $7,1762013Revenue 2014: $54,563Expenses 2014: $28,117Net Income 2014: $26,4462014Revenue 2015: $20,249Expenses 2015: $29,428Net Income 2015: -$9,1792015Revenue 2016: $78,961Expenses 2016: $96,744Net Income 2016: -$17,7832016Revenue 2017: $65,099Expenses 2017: $69,168Net Income 2017: -$4,0692017Revenue 2018: $59,619Expenses 2018: $58,471Net Income 2018: $1,1482018Revenue 2019: $54,946Expenses 2019: $53,002Net Income 2019: $1,9442019Revenue 2020: $31,504Expenses 2020: $28,249Net Income 2020: $3,2552020Revenue 2021: $13,324Expenses 2021: $23,493Net Income 2021: -$10,1692021Revenue 2022: $9,789Expenses 2022: $0Net Income 2022: $9,7892022Revenue 2023: -$8,209Expenses 2023: $0Net Income 2023: -$8,2092023Revenue 2024: $1,800Expenses 2024: $0Net Income 2024: $1,8002024Revenue 2025: $2,042Expenses 2025: $0Net Income 2025: $2,0422025

Highlighted filing

2023

Revenue-$8,209
Expenses$0
Net Income-$8,209
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 14, 2023
Return Version
2022v5.0
Gross Receipts
$63,065
Mission and Program Overview

Mission

Child Advocacy for K-5 Elementary School Students

Program Services

DescriptionGrantsExpenses
Provided Classroom enhancements and funding to enrich K-5 Elementary School Students and their learning experiences.$0$0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Danielle AdamsPresident-$0--
Melissa CruikshankVice-President-$0--
Ezra ImesTreasurer-$0--
Kelly McDonaldSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Pta Wisconsin Congress
EIN
39-1765982
Phone
2629702005
Address
3130 Rolling Ridge Dr, Waukesha, WI 53188

Signing Officer

Name
Ezra Imes
Title
Treasurer
Phone
2629702005
Signed
2023-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Meadowbrook PTA
Address
2315 Patrick Ln, Waukesha, WI 53188
Preparer
Rob Bingenheimer
Phone
2625736664
Raw XML Appendix173 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Danielle Adams
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Kelly McDonald
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
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IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt00
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
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IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt071274
IRS990EZ/SpecialEventsNetIncomeLossAmt0-8307
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
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IRS990EZ/TanningServicesProvidedInd00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt00
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IRS990EZ/TotalRevenueAmt0-8209
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0https://sdw.waukesha.k12.wi.us/domain/592
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt063064
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt051160
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt013264
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt031292
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt054731
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0213511
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt098
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt041
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt070
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0212
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0215
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0636
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt098
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt041
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0212
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0215
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0636
IRS990ScheduleA/InvestmentIncomeCYPct00.00297
IRS990ScheduleA/InvestmentIncomePYPct00.00302
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
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ReturnHeader/PreparerPersonGrp/PhoneNum02625736664
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ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-11-14T20:48:07-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30,350
Liabilities
$0
Net assets
$30,350
Revenue
-$8,209
Expenses
$0
Net income
-$8,209
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$34.2$0.00$34.2$2.04$0.00$2.04
2024Detailed filing. Detailed filing data is available for this year.$32.2$0.00$32.2$1.80$0.00$1.80
2023Detailed filing. Detailed filing data is available for this year.$30.4$0.00$30.4$8.21$0.00$8.21
2022Detailed filing. Detailed filing data is available for this year.$38.6$0.00$38.6$9.79$0.00$9.79
2021Summary only. Only limited summary data is available for this year.$28.8$0.00$13.3$23.5$10.2
2020Summary only. Only limited summary data is available for this year.$38.9$0.00$31.5$28.2$3.26
2019Summary only. Only limited summary data is available for this year.$35.7$0.00$54.9$53.0$1.94
2018Summary only. Only limited summary data is available for this year.$33.7$0.00$59.6$58.5$1.15
2017Summary only. Only limited summary data is available for this year.$32.6$0.00$65.1$69.2$4.07
2016Summary only. Only limited summary data is available for this year.$36.7$0.00$79.0$96.7$17.8
2015Summary only. Only limited summary data is available for this year.$54.4$0.00$20.2$29.4$9.18
2014Summary only. Only limited summary data is available for this year.$63.5$0.00$54.6$28.1$26.4
2013Summary only. Only limited summary data is available for this year.$63.6$0.00$32.9$25.7$7.18