Civic Intelligence

PTA Wisconsin Congress

990EZ • Fiscal year 2023 • EIN 39-2007748

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 15, 2023

Organization ProfileN/A
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.

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

Liabilities / Revenue

59th percentile

0.00x

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

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

Net Margin

50th percentile

3.0%

Higher net margin than 50% 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.

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

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

Asset Growth

56th percentile

4.1%

Faster asset growth than 56% of similar nonprofits.

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

Revenue Growth

53rd percentile

7.3%

Faster revenue growth than 53% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$19,175

Up $756 (+4.1%) from 2022

Net Assets

Up

$19,175

Up $756 (+4.1%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin50th percentile

Revenue

Up

$25,306

Up $1,714 (+7.3%) from 2022

Expenses

Up

$24,550

Up $10,083 (+70%) from 2022

Net Income

Down

$756

Down $8,369 (-92%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

2023

Assets$19,175
Liabilities$0
Net Assets$19,175
Open 2023 Filing

Operations Trend

Revenue Growth53rd percentile

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

2023

Revenue$25,306
Expenses$24,550
Net Income$756
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 15, 2023
Return Version
2022v5.0
Gross Receipts
$25,978
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
Top Officer Pay78th percentile

Employees

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

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Lakeview Spring Carnival$7,718$7,718-$7,718
Laps for Lakeview$6,207$6,207-$6,207
Total Events$13,925$13,925-$13,925
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
Jess De Porter
Title
President
Signed
2023-11-15
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 $11486”

Other Expenses.2

“PURCHASES $9389”

Other Expenses.3

“REPAIRS $1356”

Other Expenses.4

“SCHOLARSHIP/GRANTS $1000”

Other Expenses.5

“DONATIONS $440”

Other Expenses.6

“MEALS $324”

Other Expenses.7

“LICENCES/PERMITS $158”

Other Expenses.8

“ADVERTISING $117”

Raw XML Appendix179 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/PersonNm0JESS DE PORTER
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/BOYAmt018419
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt019175
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt08748
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0756
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt017230
IRS990EZ/GrossReceiptsAmt025978
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt018419
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt018419
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt019175
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/PersonNm3ADAM BRETL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt024550
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/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/SpecialEventsDirectExpensesAmt0672
IRS990EZ/SpecialEventsNetIncomeLossAmt016558
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt024550
IRS990EZ/TotalRevenueAmt025306
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt022673
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt028855
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt014606
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03818
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03244
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt073196
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt03305
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01068
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0178
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt012102
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt013588
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt030241
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0103437
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt025978
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt029923
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt014784
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt015920
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt016832
IRS990ScheduleA/Total509Grp/TotalAmt0103437
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt025978
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt029923
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt014784
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt015920
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt016832
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0103437
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0LAKEVIEW SPRING CARNIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0LAPS FOR LAKEVIEW
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt07718
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt06207
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt013925
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt07718
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt06207
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt013925
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt013925
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $280
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOOKS/SUPPLIES $11486
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PURCHASES $9389
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3REPAIRS $1356
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SCHOLARSHIP/GRANTS $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DONATIONS $440
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MEALS $324
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7LICENCES/PERMITS $158
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8ADVERTISING $117
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JESS DE PORTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-15
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/IRSResponsiblePrtyInfoCurrInd0true
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/ReturnTs02023-11-15T12:02:03-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JESS DE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PORTER
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
$19,175
Liabilities
$0
Net assets
$19,175
Revenue
$25,306
Expenses
$24,550
Net income
$756
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$9.43$9.43$9.06$14.2$5.13
2024Detailed filing. Detailed filing data is available for this year.$14.6$0.00$14.6$18.7$23.3$4.62
2023Detailed filing. Detailed filing data is available for this year.$19.2$0.00$19.2$25.3$24.6$0.76
2022Detailed filing. Detailed filing data is available for this year.$18.4$0.00$18.4$23.6$14.5$9.13
2021Detailed filing. Detailed filing data is available for this year.$9.29$0.00$9.29$12.0$23.2$11.2
2020Summary only. Only limited summary data is available for this year.$20.5$0.00$16.7$23.8$7.06
2019Summary only. Only limited summary data is available for this year.$27.5$0.00$21.0$22.3$1.38
2018Summary only. Only limited summary data is available for this year.$27.5$0.00$26.2$13.9$12.3
2017Summary only. Only limited summary data is available for this year.$14.6$0.00$19.5$14.1$5.40
2016Summary only. Only limited summary data is available for this year.$9.25$0.00$29.2$28.7$0.47
2015Summary only. Only limited summary data is available for this year.$14.6$0.00$14.8$18.0$3.15
2014Summary only. Only limited summary data is available for this year.$11.7$0.00$16.6$8.65$7.97
2012Summary only. Only limited summary data is available for this year.$3.21$0.00$12.8$16.4$3.62