PTA Wisconsin Congress

990EZ • Fiscal year 2014 • EIN 51-0223833

Jul 01, 2013 to Jun 30, 2014 • Filed on Jul 24, 2014

Organization Profile TEACHERWEB.COM/WI/AMYBELLEELEMENT

3294 Willow Creek Road53017-9534

(262) 253-3470

Siviq Scores

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

0.00x

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

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

0.00x

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

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

15%

Higher net margin than 71% of similar nonprofits.

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

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

56%

Faster asset growth than 85% of similar nonprofits.

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

2.7%

Faster revenue growth than 52% of similar nonprofits.

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

Balance Sheet

Liabilities / Assets55th percentile

Assets

$15,263

Up $5,471 (+56%) from 2013

Net Assets

$15,263

No earlier filing loaded for comparison.

Liabilities

Flat

Flat from 2013

Revenue And Expenses

Liabilities / Revenue55th percentile Net Margin71st percentile

Revenue

$37,115

Up $972 (+2.7%) from 2013

Expenses

$31,644

Up $4,259 (+16%) from 2013

Net Income

Down

$5,471

Down $3,287 (-38%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

Highlighted filing

2014

Assets$15,263

Liabilities$0

Net Assets$15,263

Open 2014 Filing

Operations Trend

Revenue Growth52nd percentile

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

Highlighted filing

2014

Revenue$37,115

Expenses$31,644

Net Income$5,471

Open 2014 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2013 to Jun 30, 2014
Signed: Jul 24, 2014
Return Version: 2013v3.1
Gross Receipts: $72,061

Mission and Program Overview

Mission

To promote welfare of kids in home & sch

Program Services

Description	Grants	Expenses
SUPPORT OF CLASSROOM NEEDS THROUGH PURCHASE OF TECHNOLOGY	-	$7,294
SUPPORT CLASSROOM NEEDS THROUGH PURCHASE OF CLASSROOM RESOURCES BOOKCASES INSTRUMENTS E-DEVICE PROTECTORS	-	$4,302
PARTNERSHIP IN EDUCATION PROGRAMS SUPPORT OF CULTURAL ARTS FIELD TRIP FUNDING WRITE DAY DARE AND OTHER SCHOOL PROGRAMS	-	$3,949

Compensation and Service Providers

Top Officer Pay74th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
LAURETTE ALBURG	President	PT	$0	-	-
CARA GIERACH	1st Vice President	PT	$0	-	-
PATTI CLAAS	2nd Vice President	PT	$0	-	-
LORI HERDEN	Secretary	PT	$0	-	-
JANICE SLAWNY	Treasurer	PT	$0	-	-

Fundraising, Events, and Gaming

Fundraising Events

Event	Gross Receipts	Gross Revenue	Direct Expenses	Net Income
Event 2	$12,969	$12,969	$12,347	$622
Event 1	$6,403	$6,403	$2,039	$4,364
Total Events	$62,799	$62,799	$34,946	$27,853

Filing and Contact Details

Filer

EIN: 51-0223833

Signing Officer

Name: Laurette Alburg
Title: President
Phone: 2622533470
Signed: 2014-07-24
Discuss with paid preparer: Yes

Preparer

Preparer: Connie L Hillmann
Phone: 2622539955

Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountbank charges 47operations 451insurance 245licensing 356direct program expenses 30,545”

Raw XML Appendix184 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/BooksInCareOfDetail/PersonNm	0	JANICE SLAWNY
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	2622533470
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1	0	3294 WILLOW CREEK ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/City	0	COLGATE
IRS990EZ/BooksInCareOfDetail/USAddress/State	0	WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode	0	530179534
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	9792
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	15263
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	false
IRS990EZ/ContributionsGiftsGrantsEtcAmt	0	4897
IRS990EZ/DonorAdvisedFndsInd	0	false
IRS990EZ/EngagedInExcessBenefitTransInd	0	false
IRS990EZ/ExcessOrDeficitForYearAmt	0	5471
IRS990EZ/FiledScheduleAInd	0	true
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form1120PolFiledInd	0	false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	9792
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	15263
IRS990EZ/FundraisingGrossIncomeAmt	0	62799
IRS990EZ/GamingGrossIncomeAmt	0	2577
IRS990EZ/GrossReceiptsAmt	0	72061
IRS990EZ/GroupExemptionNum	0	2257
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/LandAndBuildingsGrp/BOYAmt	0	0
IRS990EZ/LandAndBuildingsGrp/EOYAmt	0	0
IRS990EZ/LobbyingActivitiesInd	0	false
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MembershipDuesAmt	0	1788
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	9792
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	15263
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	9792
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	15263
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	5.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	5.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	5.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	3	5.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	4	10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	LAURETTE ALBURG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	CARA GIERACH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	PATTI CLAAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	LORI HERDEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	4	JANICE SLAWNY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	1ST VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	2ND VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	4	TREASURER
IRS990EZ/OperateHospitalInd	0	false
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	false
IRS990EZ/OrganizationHadUBIInd	0	false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt	0	0
IRS990EZ/OtherAssetsTotalDetail/EOYAmt	0	0
IRS990EZ/OtherExpensesTotalAmt	0	31644
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	false
IRS990EZ/PrimaryExemptPurposeTxt	0	TO PROMOTE WELFARE OF KIDS IN HOME & SCH
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	PARTNERSHIP IN EDUCATION PROGRAMS SUPPORT OF CULTURAL ARTS FIELD TRIP FUNDING WRITE DAY DARE AND OTHER SCHOOL PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	1	SUPPORT OF CLASSROOM NEEDS THROUGH PURCHASE OF TECHNOLOGY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	2	SUPPORT CLASSROOM NEEDS THROUGH PURCHASE OF CLASSROOM RESOURCES BOOKCASES INSTRUMENTS E-DEVICE PROTECTORS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	3949
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	1	7294
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	2	4302
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SchoolOperatingInd	0	false
IRS990EZ/SpecialEventsDirectExpensesAmt	0	34946
IRS990EZ/SpecialEventsNetIncomeLossAmt	0	30430
IRS990EZ/StatesWhereCopyOfReturnIsFldCd	0	WI
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt	0	0
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TotalExpensesAmt	0	31644
IRS990EZ/TotalProgramServiceExpensesAmt	0	15545
IRS990EZ/TotalRevenueAmt	0	37115
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	false
IRS990EZ/TypeOfOrganizationCorpInd	0	X
IRS990EZ/WebsiteAddressTxt	0	HTTP://TEACHERWEB.COM/WI/AMYBELLEELEMENT
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt	0	6669
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt	0	1087
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt	0	6999
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt	0	3338
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt	0	6813
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt	0	24906
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt	0	47017
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt	0	39424
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt	0	7853
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt	0	8701
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt	0	6055
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt	0	109050
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt	0	12719
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt	0	16326
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt	0	78403
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt	0	74231
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt	0	47124
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt	0	228803
IRS990ScheduleA/InvestmentIncomeCYPct	0	0.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind	0	X
IRS990ScheduleA/PublicSupportCY509Pct	0	1.00000
IRS990ScheduleA/PublicSupportPY509Pct	0	1.00000
IRS990ScheduleA/PublicSupportTotal509Amt	0	362759
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind	0	X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt	0	66405
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt	0	56837
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt	0	93255
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt	0	86270
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt	0	59992
IRS990ScheduleA/Total509Grp/TotalAmt	0	362759
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt	0	66405
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt	0	56837
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt	0	93255
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt	0	86270
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt	0	59992
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt	0	362759
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt	0	34946
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt	0	2692
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt	0	2692
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt	0	6403
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt	0	12969
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt	0	43427
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt	0	62799
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt	0	6403
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt	0	12969
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt	0	43427
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt	0	62799
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt	0	ARTS DINNER
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt	0	SCRIP
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt	0	27853
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt	0	17868
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt	0	32254
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt	0	2039
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt	0	12347
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt	0	12
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	DESCRIPTION AMOUNTBANK CHARGES 47OPERATIONS 451INSURANCE 245LICENSING 356DIRECT PROGRAM EXPENSES 30,545
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	Description of other expenses Part I line 16
ReturnHeader/BuildTS	0	2015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	LAURETTE ALBURG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	2622533470
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2014-07-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	PTA WISCONSIN CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt	0	PTAW
ReturnHeader/Filer/EIN	0	510223833
ReturnHeader/Filer/USAddress/AddressLine1	0	3294 WILLOW CREEK ROAD
ReturnHeader/Filer/USAddress/City	0	COLGATE
ReturnHeader/Filer/USAddress/State	0	WI
ReturnHeader/Filer/USAddress/ZIPCode	0	530179534
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	391740307
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1	0	D&M Accounting Services Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1	0	N96 W18221 County Line Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City	0	Menomonee Falls
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State	0	WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode	0	53051
ReturnHeader/PreparerPersonGrp/PhoneNum	0	2622539955
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2014-07-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Connie L Hillmann
ReturnHeader/ReturnTs	0	2014-07-30T10:35:54-05:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2013-07-01
ReturnHeader/TaxPeriodEndDt	0	2014-06-30
ReturnHeader/TaxYr	0	2013

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: $15,263
Liabilities: $0
Net assets: $15,263
Revenue: $37,115
Expenses: $31,644
Net income: $5,471

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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