PTA WISCONSIN CONGRESS

EIN: 391578501 501(c)(3)

MIDDLETON, WI

Total Revenue
$42,948
Total Expenses
$31,675
Total Assets
$62,882
Net Assets
$62,882
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
2010
Legal Domicile
WI
Principal Officer
LINDSAY ROTHERING
Phone
6086096791
Tax Period
2019-07-01 to 2020-06-30

PTA WISCONSIN CONGRESS, founded in 2010, is a micro nonprofit that reported $43K in total revenue in fiscal year 2019. Revenue fell 21% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $11K, a strong 26% operating margin.

Mission

IT IS OUR GOAL TO ENHANCE THE EDUCATIONAL EXPERIENCES FOR OUR CHILDREN, STRENGTHEN OUR SENSE OF SCHOOL COMMUNITY, AND HELP FACILITATE COMMUNICATION AND SUPPORT BETWEEN STAFF AND FAMILIES. WE HOPE TO POSITIVELY IMPACT THE LIVES OF ALL SUNSET RIDGE CHILDREN AND FAMILIES BY EMPOWERING AND SUPPORTING THEM WITH SKILLS IN ADVOCACY, LEADERSHIP AND COMMUNICATIONS. OUR PURPOSE IS TO PROMOTE THE WELL-BEING OF CHILDREN IN SCHOOL AND HOME, WORK CLOSELY WITH TEACHERS AND TO COOPERATE INTELLIGENTLY IN THE EDUCATION OF OUR CHILDREN, AND TO DEVELOP BETWEEN EDUCATORS AND THE GENERAL PUBLIC SUCH UNITED EFFORTS AS WILL SECURE FOR ALL CHILDREN THE HIGHEST ADVANTAGES IN PHYSICAL, MENTAL, SOCIAL, AND SPIRITUAL EDUCATION.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2019)

Revenue Breakdown

Contributions & Grants $50
Program Service Revenue $0
Investment Income $150
Other Revenue $42,748
TOTAL REVENUE $42,948

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $31,675
TOTAL EXPENSES $31,675

Year-over-Year Comparison

2019 2018 Change
Revenue $42,948 $54,452 -0.2%
Expenses $31,675 $81,794 -0.6%
Net Income $11,273 $-27,342 -1.4%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
7
Independent Members
N/A
Employees
N/A
Volunteers
N/A

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
9
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KENDRA CLEARY CO-PRESIDENT 7.00
Officer
$0 $0 $0
KRISTEN JAFFERIS CO-PRESIDENT 7.00
Officer
$0 $0 $0
LAURA POTAMOUSIS CO-VICE PRESIDENT 8.00
Officer
$0 $0 $0
DANNIANN HELT CO-VICE PRESIDENT 4.00
Officer
$0 $0 $0
CATE GOEDDEL SECRETARY 10.00
Officer
$0 $0 $0
BERIT ACHENBACH CO-TREASURER 7.00
Officer
$0 $0 $0
JEANIE EICHER JOHANNINGMEIER CO-TREASURER 7.00
Officer
$0 $0 $0
MARIA DYSLIN PRINCIPAL 1.00
Officer
$0 $0 $0
ARI DAVIDSON TEACHER 0.10
Officer
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 No data No data No data No data
2020 $42,948 $31,675 $62,882 $11,273
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