Civic Intelligence

PTA Wisconsin Congress

EIN 51-0223833 • 501(c)3 • Colgate, WI

RevokedPub. 78 Eligible990-N Coverage

Profile

To promote welfare of kids in home & sch

Revocation date: Nov 15, 2024

3294 Willow Creek RoadColgate, WI 53017-9534

teacherweb.com/WI/AMYBELLEELEMENT

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

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

Liabilities / Revenue

62nd percentile

0.00x

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

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

Net Margin

17th percentile

-38%

Higher net margin than 17% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

30th percentile

-24%

Faster asset growth than 30% of similar nonprofits.

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

Revenue Growth

17th percentile

-53%

Faster revenue growth than 17% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$42,129

Down $13,185 (-24%) from 2020

Liabilities

Flat

$0

Flat from 2020

Net Assets

Down

$42,129

Down $13,185 (-24%) from 2020

Operations
Liabilities / Revenue62nd percentileNet Margin17th percentile

Revenue

Down

$34,638

Down $39,222 (-53%) from 2020

Expenses

Down

$47,823

Down $7,654 (-14%) from 2020

Net Income

Down

-$13,185

Down $31,568 (-172%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth30th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2012: $1,034Liabilities 2012: $02012Assets 2013: $9,792Liabilities 2013: $02013Assets 2014: $15,263Liabilities 2014: $0Net Assets 2014: $15,2632014Assets 2015: $12,061Liabilities 2015: $0Net Assets 2015: $12,0612015Assets 2016: $18,999Liabilities 2016: $0Net Assets 2016: $18,9992016Assets 2017: $21,608Liabilities 2017: $0Net Assets 2017: $21,6082017Assets 2018: $25,468Liabilities 2018: $0Net Assets 2018: $25,4682018Assets 2019: $36,931Liabilities 2019: $0Net Assets 2019: $36,9312019Assets 2020: $55,314Liabilities 2020: $0Net Assets 2020: $55,3142020Assets 2021: $42,129Liabilities 2021: $0Net Assets 2021: $42,1292021

Highlighted filing

2021

Assets$42,129
Liabilities$0
Net Assets$42,129
Open 2021 Filing

Operations Trend

Revenue Growth17th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2012: $39,454Expenses 2012: $50,112Net Income 2012: -$10,6582012Revenue 2013: $36,143Expenses 2013: $27,385Net Income 2013: $8,7582013Revenue 2014: $37,115Expenses 2014: $31,644Net Income 2014: $5,4712014Revenue 2015: $21,108Expenses 2015: $24,310Net Income 2015: -$3,2022015Revenue 2016: $24,549Expenses 2016: $17,611Net Income 2016: $6,9382016Revenue 2017: $24,001Expenses 2017: $21,392Net Income 2017: $2,6092017Revenue 2018: $20,105Expenses 2018: $16,245Net Income 2018: $3,8602018Revenue 2019: $25,740Expenses 2019: $14,277Net Income 2019: $11,4632019Revenue 2020: $73,860Expenses 2020: $55,477Net Income 2020: $18,3832020Revenue 2021: $34,638Expenses 2021: $47,823Net Income 2021: -$13,1852021

Highlighted filing

2021

Revenue$34,638
Expenses$47,823
Net Income-$13,185
Open 2021 Filing

Filings

Most recent year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$42,129
Liabilities
$0
Net assets
$42,129
Revenue
$34,638
Expenses
$47,823
Net income
-$13,185
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$42.1$0.00$42.1$34.6$47.8$13.2
2020Detailed filing. Detailed filing data is available for this year.$55.3$0.00$55.3$73.9$55.5$18.4
2019Detailed filing. Detailed filing data is available for this year.$36.9$0.00$36.9$25.7$14.3$11.5
2018Detailed filing. Detailed filing data is available for this year.$25.5$0.00$25.5$20.1$16.2$3.86
2017Detailed filing. Detailed filing data is available for this year.$21.6$0.00$21.6$24.0$21.4$2.61
2016Detailed filing. Detailed filing data is available for this year.$19.0$0.00$19.0$24.5$17.6$6.94
2015Detailed filing. Detailed filing data is available for this year.$12.1$0.00$12.1$21.1$24.3$3.20
2014Detailed filing. Detailed filing data is available for this year.$15.3$0.00$15.3$37.1$31.6$5.47
2013Summary only. Only limited summary data is available for this year.$9.79$0.00$36.1$27.4$8.76
2012Summary only. Only limited summary data is available for this year.$1.03$0.00$39.5$50.1$10.7
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 21, 2021
Return Version
2020v4.1
Gross Receipts
$41,592
Mission and Program Overview

Mission

To promote welfare of kids in home & sch

Program Services

DescriptionGrantsExpenses
SUPPORT STUDENT NEEDS THROUGH ASSEMBLIES AND OTHER RESOURCES-$3,417
PARTNERSHIP IN EDUCATION PROGRAMS: SUPPORT OF CULTURAL ARTS, FIELD TRIP FUNDING, SAFETY PATROL, DARE AND OTHER SCHOOL PROGRAMS-$2,959
SUPPORT CLASSROOM NEEDS THROUGH PURCHASE OF CLASSROOM RESOURCES FOR TEACHERS-$2,527
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TERESE LEFFLERPresidentPT$0--
COURTNEY NITKAVice PresidentPT$0--
KARY DIETZLERTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Read a Thon$15,385$15,385-$15,385
Arts Dinner$6,875$6,875-$6,875
Total Events$22,260$22,260-$22,260
Filing and Contact Details

Filer

Filer Name
Pta Wisconsin Congress
EIN
51-0223833
Address
3294 WILLOW CREEK ROAD, COLGATE, WI 53017-9534

Signing Officer

Name
Kary Dietzler
Title
Treasurer
Phone
2622533470
Signed
2021-10-21
Discuss with paid preparer
Yes

Preparer

Firm
D&M Accounting Services Inc
Address
N96 W18221 County Line Road, Menomonee Falls, WI 53051
Preparer
James M Downer CPA
Phone
2622539955
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountoperations 628insurance 280professional fees 463licensing 418direct program expenses 46,034”

Raw XML Appendix164 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0KARY DIETZLER
IRS990EZ/BooksInCareOfDetail/PhoneNum09208891365
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03294 WILLOW CREEK ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0COLGATE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0530179534
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt055314
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt042129
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-13185
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt055314
IRS990EZ/Form990TotalAssetsGrp/EOYAmt042129
IRS990EZ/FundraisingGrossIncomeAmt040224
IRS990EZ/GrossReceiptsAmt041592
IRS990EZ/GroupExemptionNum02257
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01368
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt055314
IRS990EZ/NetAssetsOrFundBalancesEOYAmt042129
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt055314
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt042129
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TERESE LEFFLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1COURTNEY NITKA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KARY DIETZLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt047823
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE WELFARE OF KIDS IN HOME & SCH
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PARTNERSHIP IN EDUCATION PROGRAMS: SUPPORT OF CULTURAL ARTS, FIELD TRIP FUNDING, SAFETY PATROL, DARE AND OTHER SCHOOL PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SUPPORT CLASSROOM NEEDS THROUGH PURCHASE OF CLASSROOM RESOURCES FOR TEACHERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SUPPORT STUDENT NEEDS THROUGH ASSEMBLIES AND OTHER RESOURCES
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02959
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12527
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt23417
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt06954
IRS990EZ/SpecialEventsNetIncomeLossAmt033270
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt047823
IRS990EZ/TotalProgramServiceExpensesAmt08903
IRS990EZ/TotalRevenueAmt034638
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://TEACHERWEB.COM/WI/AMYBELLEELEMENT
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01368
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01439
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01174
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01407
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01496
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt06884
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt022056
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt018397
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt023852
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt064305
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt040224
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt083977
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt019860
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt024812
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt028676
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0197549
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0268738
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt041592
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt085416
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt043090
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt044616
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt054024
IRS990ScheduleA/Total509Grp/TotalAmt0268738
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt041592
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt085416
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt043090
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt044616
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt054024
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0268738
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ARTS DINNER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0READ A THON
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt06875
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt015385
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt022260
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt06875
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt015385
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt022260
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt022260
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTOPERATIONS 628INSURANCE 280PROFESSIONAL FEES 463LICENSING 418DIRECT PROGRAM EXPENSES 46,034
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KARY DIETZLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02622533470
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA WISCONSIN CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0PTAW
ReturnHeader/Filer/EIN0510223833
ReturnHeader/Filer/USAddress/AddressLine1Txt03294 WILLOW CREEK ROAD
ReturnHeader/Filer/USAddress/CityNm0COLGATE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0530179534
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391740307
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0D&M Accounting Services Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0N96 W18221 County Line Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Menomonee Falls
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053051
ReturnHeader/PreparerPersonGrp/PhoneNum02622539955
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James M Downer CPA
ReturnHeader/ReturnTs02021-11-09T16:46:16-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KARY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DIETZLER
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.