Civic Intelligence

Wilson Elementary School PTO

990EZ • Fiscal year 2025 • EIN 74-3176400

Jul 01, 2024 to Jun 30, 2025 • Filed on Nov 05, 2025

Organization ProfileN/A
11001 Buntrock AveMequon, WI 53092-4340

(262) 238-4000

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.00x

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

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

63rd percentile

0.00x

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

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

51st percentile

3.5%

Higher net margin than 51% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

55th percentile

4.8%

Faster asset growth than 55% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

78th percentile

31%

Faster revenue growth than 78% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Up

$17,103

Up $785 (+4.8%) from 2024

Net Assets

Up

$17,103

Up $785 (+4.8%) from 2024

Liabilities

Flat

$0

Flat from 2024

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin51st percentile

Revenue

Up

$22,114

Up $5,216 (+31%) from 2024

Expenses

Up

$21,329

Up $13,125 (+160%) from 2024

Net Income

Down

$785

Down $7,909 (-91%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$60K$40K$20K$0Assets 2011: $25,196Liabilities 2011: $02011Assets 2012: $41,124Liabilities 2012: $02012Assets 2013: $46,778Liabilities 2013: $02013Assets 2014: $27,843Liabilities 2014: $02014Assets 2015: $11,844Liabilities 2015: $02015Assets 2016: $27,906Liabilities 2016: $02016Assets 2017: $27,581Liabilities 2017: $02017Assets 2018: $43,621Liabilities 2018: $02018Assets 2019: $35,598Liabilities 2019: $02019Assets 2020: $40,183Liabilities 2020: $02020Assets 2021: $12,839Liabilities 2021: $02021Assets 2022: $21,905Liabilities 2022: $0Net Assets 2022: $21,9052022Assets 2023: $7,624Liabilities 2023: $0Net Assets 2023: $7,6242023Assets 2024: $16,318Liabilities 2024: $0Net Assets 2024: $16,3182024Assets 2025: $17,103Liabilities 2025: $0Net Assets 2025: $17,1032025

Highlighted filing

2025

Assets$17,103
Liabilities$0
Net Assets$17,103
Open 2025 Filing

Operations Trend

Revenue Growth78th percentile

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

$100K$50K$0-$50KRevenue 2011: $43,398Expenses 2011: $51,105Net Income 2011: -$7,7072011Revenue 2012: $47,540Expenses 2012: $31,612Net Income 2012: $15,9282012Revenue 2013: $45,936Expenses 2013: $40,272Net Income 2013: $5,6642013Revenue 2014: $39,738Expenses 2014: $58,683Net Income 2014: -$18,9452014Revenue 2015: $39,596Expenses 2015: $55,595Net Income 2015: -$15,9992015Revenue 2016: $46,310Expenses 2016: $30,248Net Income 2016: $16,0622016Revenue 2017: $52,170Expenses 2017: $52,495Net Income 2017: -$3252017Revenue 2018: $54,348Expenses 2018: $38,308Net Income 2018: $16,0402018Revenue 2019: $50,393Expenses 2019: $58,416Net Income 2019: -$8,0232019Revenue 2020: $49,309Expenses 2020: $44,725Net Income 2020: $4,5842020Revenue 2021: $5,295Expenses 2021: $30,689Net Income 2021: -$25,3942021Revenue 2022: $46,203Expenses 2022: $37,137Net Income 2022: $9,0662022Revenue 2023: -$8,178Expenses 2023: $6,103Net Income 2023: -$14,2812023Revenue 2024: $16,898Expenses 2024: $8,204Net Income 2024: $8,6942024Revenue 2025: $22,114Expenses 2025: $21,329Net Income 2025: $7852025

Highlighted filing

2025

Revenue$22,114
Expenses$21,329
Net Income$785
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 5, 2025
Return Version
2024v5.2
Gross Receipts
$78,695
Mission and Program Overview

Mission

Support student educational opportunities

Support student educational opportunitie

Program Services

DescriptionGrantsExpenses
PROVIDE FUNDS TO CLASSROOMS TO ENHANCE STUDENT LEARNING EXPEIENCE-$14,335
EDUCATIONAL GRANTS FOR STUDENTS - SUPPORT STUDENTS BY PROVIDING ASSISTANCE TO FURTHER THEIR EDUCATIONAL EXPERIENCE-$9,955
REIMBURSE TEACHERS FOR LEARNING MATERIALS PURCHASED-$3,836
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NINA FULLMERCo President-$0--
KATHLYN ALBERTTreasurer-$0--
SUMMER MORRISONCo President-$0--
NADINE SCHUETTECo Vice President-$0--
MELISSA HERTIGCo Vice President-$0--
KATHERINE DANNECKER STEVENSSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Book Fair$9,909$9,909$10,091$-182
Fun Fair$8,641$8,641$6,948$1,693
Total Events$61,034$61,034$56,582$4,452
Filing and Contact Details

Filer

Filer Name
Wilson Elementary School Pto
EIN
74-3176400
In Care Of
% MELISSA HERTIG
Phone
2622384000
Address
11001 BUNTROCK AVE, MEQUON, WI 53092-4340

Signing Officer

Name
Melissa Hertig
Title
Co Vice President
Phone
2622384000
Signed
2025-11-05
Discuss with paid preparer
Yes

Preparer

Firm
Wasserman Shuff & Co LLC
Address
8375 S Howell Ave Ste 202, Oak Creek, WI 53154-8344
Preparer
Christina Kuhrt Ea
Phone
4147647020
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description amountmiscellaneous 886”

Description of other expenses Part I line 16

“Description amountinsurance 190transaction and bank fees 967staff appreciation 2,409administrative & supplies 305membership expense 975programs 86conference meals 1,721wdfi fees 25playground equipment 13,451”

Raw XML Appendix194 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/PersonNm0MELISSA HERTIG
IRS990EZ/BooksInCareOfDetail/PhoneNum02622384000
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt011001 BUNTROCK AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MEQUON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0530924340
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt016318
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt017103
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt014335
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0785
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01200
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt016318
IRS990EZ/Form990TotalAssetsGrp/EOYAmt017103
IRS990EZ/FundraisingGrossIncomeAmt061034
IRS990EZ/GrossReceiptsAmt078695
IRS990EZ/GroupExemptionNum05432
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02440
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt016318
IRS990EZ/NetAssetsOrFundBalancesEOYAmt017103
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt016318
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt017103
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0NINA FULLMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KATHLYN ALBERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SUMMER MORRISON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3NADINE SCHUETTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MELISSA HERTIG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KATHERINE DANNECKER STEVENS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CO PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CO VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CO VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt020129
IRS990EZ/OtherRevenueTotalAmt0886
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT STUDENT EDUCATIONAL OPPORTUNITIE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE FUNDS TO CLASSROOMS TO ENHANCE STUDENT LEARNING EXPEIENCE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1EDUCATIONAL GRANTS FOR STUDENTS - SUPPORT STUDENTS BY PROVIDING ASSISTANCE TO FURTHER THEIR EDUCATIONAL EXPERIENCE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2REIMBURSE TEACHERS FOR LEARNING MATERIALS PURCHASED
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt014335
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt19955
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt23836
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt056581
IRS990EZ/SpecialEventsNetIncomeLossAmt04453
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt021329
IRS990EZ/TotalProgramServiceExpensesAmt028126
IRS990EZ/TotalRevenueAmt022114
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt016775
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt019508
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt018468
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt019010
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02622
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt076383
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt061034
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt060828
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt043010
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt058498
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt027485
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0250855
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0327238
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt077809
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt080336
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt061478
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt077508
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt030107
IRS990ScheduleA/Total509Grp/TotalAmt0327238
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt077809
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt080336
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt061478
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt077508
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt030107
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0327238
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt056582
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUN FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt08641
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt09909
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt042484
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt061034
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt08641
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt09909
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt042484
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt061034
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt04452
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt039543
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt056582
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06948
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt010091
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt09
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTMISCELLANEOUS 886
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTINSURANCE 190TRANSACTION AND BANK FEES 967STAFF APPRECIATION 2,409ADMINISTRATIVE & SUPPLIES 305MEMBERSHIP EXPENSE 975PROGRAMS 86CONFERENCE MEALS 1,721WDFI FEES 25PLAYGROUND EQUIPMENT 13,451
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MELISSA HERTIG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02622384000
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILSON ELEMENTARY SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0WILS
ReturnHeader/Filer/EIN0743176400
ReturnHeader/Filer/InCareOfNm0% MELISSA HERTIG
ReturnHeader/Filer/PhoneNum02622384000
ReturnHeader/Filer/USAddress/AddressLine1Txt011001 BUNTROCK AVE
ReturnHeader/Filer/USAddress/CityNm0MEQUON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0530924340
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0264513576
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Wasserman Shuff & Co LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08375 S Howell Ave Ste 202
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Oak Creek
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0531548344
ReturnHeader/PreparerPersonGrp/PhoneNum04147647020
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTINA KUHRT EA
ReturnHeader/ReturnTs02025-11-11T15:36:08-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,103
Liabilities
$0
Net assets
$17,103
Revenue
$22,114
Expenses
$21,329
Net income
$785
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$17.1$0.00$17.1$22.1$21.3$0.79
2024Detailed filing. Detailed filing data is available for this year.$16.3$0.00$16.3$16.9$8.20$8.69
2023Detailed filing. Detailed filing data is available for this year.$7.62$0.00$7.62$8.18$6.10$14.3
2022Detailed filing. Detailed filing data is available for this year.$21.9$0.00$21.9$46.2$37.1$9.07
2021Summary only. Only limited summary data is available for this year.$12.8$0.00$5.30$30.7$25.4
2020Summary only. Only limited summary data is available for this year.$40.2$0.00$49.3$44.7$4.58
2019Summary only. Only limited summary data is available for this year.$35.6$0.00$50.4$58.4$8.02
2018Summary only. Only limited summary data is available for this year.$43.6$0.00$54.3$38.3$16.0
2017Summary only. Only limited summary data is available for this year.$27.6$0.00$52.2$52.5$0.33
2016Summary only. Only limited summary data is available for this year.$27.9$0.00$46.3$30.2$16.1
2015Summary only. Only limited summary data is available for this year.$11.8$0.00$39.6$55.6$16.0
2014Summary only. Only limited summary data is available for this year.$27.8$0.00$39.7$58.7$18.9
2013Summary only. Only limited summary data is available for this year.$46.8$0.00$45.9$40.3$5.66
2012Summary only. Only limited summary data is available for this year.$41.1$0.00$47.5$31.6$15.9
2011Summary only. Only limited summary data is available for this year.$25.2$0.00$43.4$51.1$7.71