Civic Intelligence

PTA Wisconsin Congress

990EZ • Fiscal year 2022 • EIN 39-2007748

Jul 01, 2021 to Jun 30, 2022 • Filed on Sep 29, 2022

W8363 R W Townline RoadWhitewater, WI 53190

(262) 472-8400

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.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

84th percentile

39%

Higher net margin than 84% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

91st percentile

98%

Faster asset growth than 91% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

83rd percentile

96%

Faster revenue growth than 83% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$18,419

Up $9,125 (+98%) from 2021

Net Assets

Up

$18,419

Up $9,125 (+98%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Up

$23,592

Up $11,575 (+96%) from 2021

Expenses

Down

$14,467

Down $8,745 (-38%) from 2021

Net Income

Up

$9,125

Up $20,320 (+182%) from 2021

Historical Trend

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2012: $3,214Liabilities 2012: $02012Assets 2014: $11,727Liabilities 2014: $02014Assets 2015: $14,550Liabilities 2015: $02015Assets 2016: $9,245Liabilities 2016: $02016Assets 2017: $14,641Liabilities 2017: $02017Assets 2018: $27,481Liabilities 2018: $02018Assets 2019: $27,544Liabilities 2019: $02019Assets 2020: $20,488Liabilities 2020: $02020Assets 2021: $9,294Liabilities 2021: $0Net Assets 2021: $9,2942021Assets 2022: $18,419Liabilities 2022: $0Net Assets 2022: $18,4192022Assets 2023: $19,175Liabilities 2023: $0Net Assets 2023: $19,1752023Assets 2024: $14,559Liabilities 2024: $0Net Assets 2024: $14,5592024Assets 2025: $9,428Net Assets 2025: $9,4282025

Highlighted filing

2022

Assets$18,419
Liabilities$0
Net Assets$18,419

Operations Trend

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

$40K$20K$0-$20KRevenue 2012: $12,750Expenses 2012: $16,367Net Income 2012: -$3,6172012Revenue 2014: $16,616Expenses 2014: $8,649Net Income 2014: $7,9672014Revenue 2015: $14,836Expenses 2015: $17,987Net Income 2015: -$3,1512015Revenue 2016: $29,158Expenses 2016: $28,689Net Income 2016: $4692016Revenue 2017: $19,520Expenses 2017: $14,124Net Income 2017: $5,3962017Revenue 2018: $26,187Expenses 2018: $13,923Net Income 2018: $12,2642018Revenue 2019: $20,953Expenses 2019: $22,335Net Income 2019: -$1,3822019Revenue 2020: $16,708Expenses 2020: $23,764Net Income 2020: -$7,0562020Revenue 2021: $12,017Expenses 2021: $23,212Net Income 2021: -$11,1952021Revenue 2022: $23,592Expenses 2022: $14,467Net Income 2022: $9,1252022Revenue 2023: $25,306Expenses 2023: $24,550Net Income 2023: $7562023Revenue 2024: $18,683Expenses 2024: $23,299Net Income 2024: -$4,6162024Revenue 2025: $9,056Expenses 2025: $14,187Net Income 2025: -$5,1312025

Highlighted filing

2022

Revenue$23,592
Expenses$14,467
Net Income$9,125
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Sep 29, 2022
Return Version
2021v4.0
Gross Receipts
$29,928
Mission and Program Overview

Mission

PTA's mission is to make every childs potential a reality by engaging and empowering families and communities to advocate for all children.

Program Services

DescriptionGrantsExpenses
DONATIONS MADE TO COMMUNITY BASED PROGRAMS--
PTA EXPENSES (CHILDCARE, INSURANCE, LICENCES, TEACHER AND STAFF APPRECIATION, AND ALL OTHER PTA EXPENSES--
EDUCATIONAL SCHOOL BASED PROGRAM & ACTIVITY EXPENSES--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANNA MAASVice PresidentPT$0--
JESS DE PORTERPresidentPT$0--
SARA BRAUTIGAMSecretaryPT$0--
CINDY MALICKITreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Lakeview Spring Carnival$14,675$14,675$2,014$12,661
Laps for Lakeview$6,700$6,700-$6,700
Total Events$21,375$21,375$2,014$19,361
Filing and Contact Details

Filer

Filer Name
Lakeview Community Pta
EIN
39-2007748
Phone
2624728400
Address
W8363 R W TOWNLINE ROAD, WHITEWATER, WI 53190

Signing Officer

Name
Cindy Malicki
Title
Treasurer
Signed
2022-09-29
Discuss with paid preparer
Yes

Preparer

Firm
Leif E Knudsen CPA SC
Address
884 S Janesville St Unit B, Whitewater, WI 53190
Preparer
Leif E Knudsen
Phone
2624729157
Supplemental Narrative

Additional Explanations

Other Expenses.1012

Insurance $280

Other Expenses.1

BOOKS/SUPPLIES $12550

Other Expenses.2

PURCHASES $645

Other Expenses.3

SCHOLARSHIP/GRANTS $500

Other Expenses.4

DONATIONS $300

Other Expenses.5

DUES/FEES $139

Other Expenses.6

LICENCES/PERMITS $53

Raw XML Appendix178 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/PhoneNum02624728400
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0W8363 R W TOWNLINE ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WHITEWATER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053190
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt09294
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt018419
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01965
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
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IRS990EZ/ExcessOrDeficitForYearAmt09125
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/FundraisingGrossIncomeAmt027033
IRS990EZ/GrossReceiptsAmt029928
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt09294
IRS990EZ/NetAssetsOrFundBalancesEOYAmt018419
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt09294
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt018419
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt08.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt18.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt38.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ANNA MAAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JESS DE PORTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SARA BRAUTIGAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CINDY MALICKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt014467
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PTA's mission is to make every childs potential a reality by engaging and empowering families and communities to advocate for all children.
IRS990EZ/ProgramServiceRevenueAmt0930
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DONATIONS MADE TO COMMUNITY BASED PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PTA EXPENSES (CHILDCARE, INSURANCE, LICENCES, TEACHER AND STAFF APPRECIATION, AND ALL OTHER PTA EXPENSES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2EDUCATIONAL SCHOOL BASED PROGRAM & ACTIVITY EXPENSES
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt06336
IRS990EZ/SpecialEventsNetIncomeLossAmt020697
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt014467
IRS990EZ/TotalRevenueAmt023592
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt028855
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt014606
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03818
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03244
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt08774
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt059297
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01068
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0178
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt012102
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt013588
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt013642
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt040578
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt099875
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt029923
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt014784
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt015920
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt016832
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt022416
IRS990ScheduleA/Total509Grp/TotalAmt099875
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt029923
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt014784
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt015920
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt016832
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt022416
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt099875
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt02014
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0LAKEVIEW SPRING CARNIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0LAPS FOR LAKEVIEW
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt014675
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt06700
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt021375
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt014675
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt06700
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt021375
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt019361
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02014
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02014
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $280
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOOKS/SUPPLIES $12550
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PURCHASES $645
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SCHOLARSHIP/GRANTS $500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DONATIONS $300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DUES/FEES $139
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6LICENCES/PERMITS $53
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CINDY MALICKI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-09-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAKEVIEW COMMUNITY PTA
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0392007748
ReturnHeader/Filer/PhoneNum02624728400
ReturnHeader/Filer/USAddress/AddressLine1Txt0W8363 R W TOWNLINE ROAD
ReturnHeader/Filer/USAddress/CityNm0WHITEWATER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053190
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0274633481
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Leif E Knudsen CPA SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0884 S Janesville St Unit B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Whitewater
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053190
ReturnHeader/PreparerPersonGrp/PhoneNum02624729157
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LEIF E KNUDSEN
ReturnHeader/ReturnTs02022-09-29T09:46:18-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CINDY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MALICKI
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)3 • <$500k nonprofits