Civic Intelligence

PTA Wisconsin Congress

990EZ • Fiscal year 2014 • EIN 39-1777440

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 27, 2014

Organization ProfileJEFFERSONPTA.WEEBLY.COM
7229 W Becher StWest Allis, WI 53219

(414) 604-4100

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

7th percentile

-54%

Higher net margin than 7% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

12th percentile

-38%

Faster asset growth than 12% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

10th percentile

-46%

Faster revenue growth than 10% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$9,790

Down $5,907 (-38%) from 2013

Net Assets

Down

$9,790

Down $5,907 (-38%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin7th percentile

Revenue

Down

$10,967

Down $9,349 (-46%) from 2013

Expenses

Up

$16,874

Up $8,876 (+111%) from 2013

Net Income

Down

-$5,907

Down $18,225 (-148%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$20K$15K$10K$5.0K$0Assets 2010: $678Liabilities 2010: $02010Assets 2011: $7,753Liabilities 2011: $02011Assets 2012: $3,379Liabilities 2012: $0Net Assets 2012: $3,3792012Assets 2013: $15,697Liabilities 2013: $0Net Assets 2013: $15,6972013Assets 2014: $9,790Liabilities 2014: $0Net Assets 2014: $9,7902014

Highlighted filing

2014

Assets$9,790
Liabilities$0
Net Assets$9,790
Open 2014 Filing

Operations Trend

Revenue Growth10th percentile

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

$30K$20K$10K$0-$10KRevenue 2010: $3,333Expenses 2010: $4,850Net Income 2010: -$1,5172010Revenue 2011: $8,083Expenses 2011: $1,008Net Income 2011: $7,0752011Revenue 2012: $12,769Expenses 2012: $17,143Net Income 2012: -$4,3742012Revenue 2013: $20,316Expenses 2013: $7,998Net Income 2013: $12,3182013Revenue 2014: $10,967Expenses 2014: $16,874Net Income 2014: -$5,9072014

Highlighted filing

2014

Revenue$10,967
Expenses$16,874
Net Income-$5,907
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 27, 2014
Return Version
2013v3.0
Gross Receipts
$35,453
Mission and Program Overview

Mission

An organization of parents to support school functions and activities which increase parent participation and financial support.

Program Services

DescriptionGrantsExpenses
EDUCATIONAL ACITIVITIES$0$4,187
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROLINE DLOUHYPresident-$0--
LAURI WILLARDVice President-$0--
WALTER STURGEONTreasurer-$0--
JENNIFER STAUFFACHERSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$24,001$24,001$17,951$6,050
Event 2$6,609$6,609$4,858$1,751
Total Events$30,610$30,610$22,809$7,801
Filing and Contact Details

Filer

EIN
39-1777440
Phone
4146044100

Signing Officer

Name
Walter Sturgeon
Title
Treasurer
Phone
4144189993
Signed
2014-10-27

Preparer

Preparer
Alicia Strangfeld
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10 - Payments to Affiliates

“Affiliate name: jefferson elementary school. Affiliate address: 7229 w becher st west allis, wi 53219. Purpose of payment: school activities and field trips. Amount of payment: 4,187.”

Form 990-ez, Part I, Line 10 - Payments to Affiliates

“Affiliate name: veronica's place. Affiliate address: 7229 w becher st west allis, wi 53219. Purpose of payment: playground at jefferson elementary. Amount of payment: 11,089. Total included on form 990-ez, line 10: 15,276.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: pta dues, memberships. Amount: 1,038. Description: supplies. Amount: 24. Description: school supplies. Amount: 177. Description: accounting fees. Amount: 300. Description: printing and copying. Amount: 59. Total to form 990-ez, line 16: 1,598.”

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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine10JEFFERSON PTA
IRS990EZ/BooksInCareOfDetail/PhoneNum04146044100
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine107229 W BECHER ST
IRS990EZ/BooksInCareOfDetail/USAddress/City0WEST ALLIS
IRS990EZ/BooksInCareOfDetail/USAddress/State0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode053219
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt015697
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt09790
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
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IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
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IRS990EZ/ExcessOrDeficitForYearAmt0-5907
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IRS990EZ/FundraisingGrossIncomeAmt034567
IRS990EZ/GrantsAndSimilarAmountsPaidAmt015276
IRS990EZ/GrossReceiptsAmt035453
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt0686
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt015697
IRS990EZ/NetAssetsOrFundBalancesEOYAmt09790
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt015697
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt09790
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CAROLINE DLOUHY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LAURI WILLARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2WALTER STURGEON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JENNIFER STAUFFACHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt01598
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0AN ORGANIZATION OF PARENTS TO SUPPORT SCHOOL FUNCTIONS AND ACTIVITIES WHICH INCREASE PARENT PARTICIPATION AND FINANCIAL SUPPORT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATIONAL ACITIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04187
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt024486
IRS990EZ/SpecialEventsNetIncomeLossAmt010081
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt016874
IRS990EZ/TotalProgramServiceExpensesAmt04187
IRS990EZ/TotalRevenueAmt010967
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/WebsiteAddressTxt0JEFFERSONPTA.WEEBLY.COM
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0886
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0711
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0538
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01489
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01622
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt05246
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt034567
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt036240
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt031994
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt027008
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt031180
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0160989
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0166235
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt035453
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt036951
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt032532
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt028497
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt032802
IRS990ScheduleA/Total509Grp/TotalAmt0166235
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt035453
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt036951
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt032532
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt028497
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt032802
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0166235
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt022809
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt024001
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt06609
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt030610
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt024001
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt06609
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt030610
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0FOOD/ITEMS FUNDRAISER - FALL
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0FOOD/ITEMS FUNDRAISER - SPRING
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt07801
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt022809
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt017951
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt04858
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AFFILIATE NAME: JEFFERSON ELEMENTARY SCHOOL. AFFILIATE ADDRESS: 7229 W BECHER ST WEST ALLIS, WI 53219. PURPOSE OF PAYMENT: SCHOOL ACTIVITIES AND FIELD TRIPS. AMOUNT OF PAYMENT: 4,187.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AFFILIATE NAME: VERONICA'S PLACE. AFFILIATE ADDRESS: 7229 W BECHER ST WEST ALLIS, WI 53219. PURPOSE OF PAYMENT: PLAYGROUND AT JEFFERSON ELEMENTARY. AMOUNT OF PAYMENT: 11,089. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 15,276.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: PTA DUES, MEMBERSHIPS. AMOUNT: 1,038. DESCRIPTION: SUPPLIES. AMOUNT: 24. DESCRIPTION: SCHOOL SUPPLIES. AMOUNT: 177. DESCRIPTION: ACCOUNTING FEES. AMOUNT: 300. DESCRIPTION: PRINTING AND COPYING. AMOUNT: 59. TOTAL TO FORM 990-EZ, LINE 16: 1,598.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0WALTER STURGEON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04144189993
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-27
ReturnHeader/Filer/BusinessName/BusinessNameLine10JEFFERSON SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0JEFF
ReturnHeader/Filer/EIN0391777440
ReturnHeader/Filer/PhoneNum04146044100
ReturnHeader/Filer/USAddress/AddressLine107229 W BECHER ST
ReturnHeader/Filer/USAddress/City0WEST ALLIS
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode053219
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391763659
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10TENNESSEN ACCOUNTING & TAX SERVICE INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine103496 N OAKLAND AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0MILWAUKEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0532112843
ReturnHeader/PreparerPersonGrp/PreparationDt02014-10-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALICIA STRANGFELD
ReturnHeader/ReturnTs02014-11-05T11:38:03-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,790
Liabilities
$0
Net assets
$9,790
Revenue
$10,967
Expenses
$16,874
Net income
-$5,907
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2014Detailed filing. Detailed filing data is available for this year.$9.79$0.00$9.79$11.0$16.9$5.91
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.7$0.00$15.7$20.3$8.00$12.3
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.38$0.00$3.38$12.8$17.1$4.37
2011Summary only. Only limited summary data is available for this year.$7.75$0.00$8.08$1.01$7.08
2010Summary only. Only limited summary data is available for this year.$0.68$0.00$3.33$4.85$1.52