Civic Intelligence

PTA Wisconsin Congress

990EZ • Fiscal year 2015 • EIN 51-0223833

Jul 01, 2014 to Jun 30, 2015 • Filed on Aug 18, 2015

3294 Willow Creek RoadColgate, WI 53017-9534

(262) 253-3470

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

19th percentile

-15%

Higher net margin than 19% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

20th percentile

-21%

Faster asset growth than 20% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

11th percentile

-43%

Faster revenue growth than 11% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$12,061

Down $3,202 (-21%) from 2014

Net Assets

Down

$12,061

Down $3,202 (-21%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$21,108

Down $16,007 (-43%) from 2014

Expenses

Down

$24,310

Down $7,334 (-23%) from 2014

Net Income

Down

-$3,202

Down $8,673 (-159%) from 2014

Historical Trend

Balance Sheet Trend

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

$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

2015

Assets$12,061
Liabilities$0
Net Assets$12,061

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$21,108
Expenses$24,310
Net Income-$3,202
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Aug 18, 2015
Return Version
2014v5.0
Gross Receipts
$56,725
Mission and Program Overview

Mission

To promote welfare of kids in home & sch

Program Services

DescriptionGrantsExpenses
SUPPORT OF CLASSROOM NEEDS THROUGH PURCHASE OF TECHNOLOGY-$9,369
SUPPORT CLASSROOM NEEDS THROUGH PURCHASE OF CLASSROOM RESOURCES BOOKCASES INSTRUMENTS E-DEVICE PROTECTORS-$3,723
PARTNERSHIP IN EDUCATION PROGRAMS SUPPORT OF CULTURAL ARTS FIELD TRIP FUNDING SAFETY PATROL DARE AND OTHER SCHOOL PROGRAMS-$3,599
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAURETTE ALBURGPresidentPT$0--
PATTI CLAASVice PresidentPT$0--
LORI HERDENSecretaryPT$0--
DEANNA MERRYFIELDCo-TreasurerPT$0--
SUREHKA PATELCo-TreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Scrip$16,370$16,370$15,941$429
Arts Dinner$6,818$6,818$768$6,050
Total Events$54,520$54,520$35,641$18,879
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
Laurette Alburg
Title
President
Phone
2622533470
Signed
2015-08-18
Discuss with paid preparer
Yes

Preparer

Firm
D&M Accounting Services Inc
Address
N96 W18221 County Line Road, Menomonee Falls, WI 53051
Preparer
Connie L Hillmann
Phone
2622539955
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

Description amountbank charges 72operations 1,345insurance 260licensing 317direct program expenses 22,316

Raw XML Appendix183 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/PersonNm0DEANNA MERRYFIELD
IRS990EZ/BooksInCareOfDetail/PhoneNum02622533470
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GERMANTOWN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053022
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt015263
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IRS990EZ/GroupExemptionNum02257
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
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IRS990EZ/LobbyingActivitiesInd0false
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IRS990EZ/MembershipDuesAmt01704
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LAURETTE ALBURG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PATTI CLAAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LORI HERDEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DEANNA MERRYFIELD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SUREHKA PATEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CO-TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CO-TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt024310
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 OF CLASSROOM NEEDS THROUGH PURCHASE OF TECHNOLOGY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SUPPORT CLASSROOM NEEDS THROUGH PURCHASE OF CLASSROOM RESOURCES BOOKCASES INSTRUMENTS E-DEVICE PROTECTORS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03599
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt19369
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt23723
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt035617
IRS990EZ/SpecialEventsNetIncomeLossAmt016936
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt024310
IRS990EZ/TotalProgramServiceExpensesAmt016691
IRS990EZ/TotalRevenueAmt021108
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://TEACHERWEB.COM/WI/AMYBELLEELEMENT
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04672
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt06669
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01087
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt06999
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03338
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt022765
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt028287
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt047017
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt039424
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt07853
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt08701
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0131282
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt023496
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt012719
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt016326
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt078403
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt074231
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0205175
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0359222
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt056455
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt066405
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt056837
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt093255
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt086270
IRS990ScheduleA/Total509Grp/TotalAmt0359222
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt056455
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt093255
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt086270
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0359222
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt035641
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ARTS DINNER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SCRIP
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt02171
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt02171
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt06818
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt016370
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt031332
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt054520
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt06818
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt016370
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt031332
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt054520
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt018879
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt016761
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt033470
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0768
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt015941
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt010
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTBANK CHARGES 72OPERATIONS 1,345INSURANCE 260LICENSING 317DIRECT PROGRAM EXPENSES 22,316
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURETTE ALBURG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02622533470
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-18
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/PreparationDt02015-09-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Connie L Hillmann
ReturnHeader/ReturnTs02015-09-02T12:39:50-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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