Civic Intelligence

PTA Minnesota Congress

990EZ • Fiscal year 2022 • EIN 11-3700650

Jul 01, 2021 to Jun 30, 2022 • Filed on Sep 27, 2022

4888 Heritage Parkway NorthHugo, MN 55038

(651) 288-1800

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.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2022

Net Margin

100th percentile

1438%

Higher net margin than 100% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2022

Asset Growth

6th percentile

-70%

Faster asset growth than 6% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2021 to 2022

Assets

Down

$28,447

Down $67,784 (-70%) from 2021

Net Assets

Down

$28,447

Down $67,784 (-70%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Down

-$4,713

Down $41,483 (-113%) from 2021

Expenses

Up

$63,071

Up $18,786 (+42%) from 2021

Net Income

Down

-$67,784

Down $60,269 (-802%) from 2021

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2012: $30,842Liabilities 2012: $02012Assets 2013: $44,200Liabilities 2013: $02013Assets 2014: $32,665Liabilities 2014: $02014Assets 2015: $42,225Liabilities 2015: $0Net Assets 2015: $42,2252015Assets 2016: $50,356Liabilities 2016: $0Net Assets 2016: $50,3562016Assets 2017: $66,301Liabilities 2017: $0Net Assets 2017: $66,3012017Assets 2018: $69,930Liabilities 2018: $0Net Assets 2018: $69,9302018Assets 2019: $93,013Liabilities 2019: $0Net Assets 2019: $93,0132019Assets 2020: $103,746Liabilities 2020: $0Net Assets 2020: $103,7462020Assets 2021: $96,231Liabilities 2021: $0Net Assets 2021: $96,2312021Assets 2022: $28,447Liabilities 2022: $0Net Assets 2022: $28,4472022Assets 2023: $43,389Liabilities 2023: $0Net Assets 2023: $43,3892023Assets 2024: $50,843Liabilities 2024: $0Net Assets 2024: $50,8432024Assets 2025: $31,023Liabilities 2025: $0Net Assets 2025: $31,0232025

Highlighted filing

2022

Assets$28,447
Liabilities$0
Net Assets$28,447

Operations Trend

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

$100K$50K$0-$50K-$100KRevenue 2012: $42,828Expenses 2012: $43,681Net Income 2012: -$8532012Revenue 2013: $43,335Expenses 2013: $29,977Net Income 2013: $13,3582013Revenue 2014: $41,329Expenses 2014: $52,864Net Income 2014: -$11,5352014Revenue 2015: $64,082Expenses 2015: $54,519Net Income 2015: $9,5632015Revenue 2016: $61,511Expenses 2016: $53,381Net Income 2016: $8,1302016Revenue 2017: $60,062Expenses 2017: $44,117Net Income 2017: $15,9452017Revenue 2018: $45,970Expenses 2018: $42,344Net Income 2018: $3,6262018Revenue 2019: $73,842Expenses 2019: $50,759Net Income 2019: $23,0832019Revenue 2020: $53,238Expenses 2020: $42,504Net Income 2020: $10,7342020Revenue 2021: $36,770Expenses 2021: $44,285Net Income 2021: -$7,5152021Revenue 2022: -$4,713Expenses 2022: $63,071Net Income 2022: -$67,7842022Revenue 2023: $20,715Expenses 2023: $73,726Net Income 2023: -$53,0112023Revenue 2024: $24,349Expenses 2024: $16,895Net Income 2024: $7,4542024Revenue 2025: $4,884Expenses 2025: $24,704Net Income 2025: -$19,8202025

Highlighted filing

2022

Revenue-$4,713
Expenses$63,071
Net Income-$67,784
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Sep 27, 2022
Return Version
2021v4.2
Gross Receipts
$20,219
Mission and Program Overview

Mission

To promote the welfare of children and youth in home, school, community and place of worship.

Program Services

DescriptionGrantsExpenses
SPONSORSHIP OF CLASSROOM SUPPORT AND SUPPLIES$0$51,224
SPONSORSHIP OF SCHOOL FIELD TRIPS AND PTA EVENTS$0$2,670
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIE FRITSCHE - 2022 TO 2023Records Officer-$0--
CHRISSI MILLER - 2021 TO 2022Vice President-$0--
BECCA ENGBERG - 2021 TO 2022Secretary-$0--
ABIGAIL SNYDER - 2021 TO 2022Co-Treasuerer-$0--
DAVEY NEUBAUER - 2021 TO 2022President-$0--
MOLLY CARRUTHERS - 2021 TO 2022Records Officer-$0--
MIKE SULLIVAN - 2022 TO 2023President-$0--
DAVEY NEUBAUER - 2022 TO 2023Vice President-$0--
KATIE SOLEM - 2022-2023Co-Treasuerer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Oneka Spring Book Fair$14,949$14,949$15,628$-679
Boosterthon$97$97$9,304$-9,207
Total Events$15,046$15,046$24,932$-9,886
Filing and Contact Details

Filer

Filer Name
Hugo Oneka Elementary Pta
EIN
11-3700650
Phone
6512881800
Address
4888 HERITAGE PARKWAY NORTH, HUGO, MN 55038

Signing Officer

Name
Mike Sullivan
Title
President
Phone
6512881800
Signed
2022-09-27
Discuss with paid preparer
Yes

Preparer

Firm
Boeckermann Grafstrom & Mayer LLC
Address
7900 INTERNATIONAL DR STE 800, BLOOMINGTON, MN 55425-1581
Preparer
Aaron Wenthold
Phone
9528442500
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

Description: miscellaneous income. Amount: 694.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: all school book clubs. Amount: 4,069. Description: boss/student council. Amount: 286. Description: classroom magazine subscriptions. Amount: 611. Description: classroom support. Amount: 26,066. Description: intervention support. Amount: 3,297. Description: music department. Amount: 230. Description: phy-ed support. Amount: 954. Description: special funding requests. Amount: 4,820. Description: special request. Amount: 4,349. Description: staff appreciation. Amount: 2,532. Description: technology-subscriptions. Amount: 708. Description: wargo nature center. Amount: 1,509. Description: pta social events. Amount: 2,670. Description: pta operating expenses. Amount: 1,388. Description: math and reading. Amount: 415. Description: bank charges. Amount: 59. Description: other miscellaneous service cost. Amount: 396. Description: enrichment assembly. Amount: 1,280. Description: overage- classroom related expenses. Amount: 98. Description: yearbooks and transportation. Amount: 7,309. Total to form 990-ez, line 16: 63,046.

Raw XML Appendix215 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/PhoneNum06514686746
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04888 HERITAGE PARKWAY NORTH
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HUGO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JULIE FRITSCHE - 2022 TO 2023
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHRISSI MILLER - 2021 TO 2022
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BECCA ENGBERG - 2021 TO 2022
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ABIGAIL SNYDER - 2021 TO 2022
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DAVEY NEUBAUER - 2021 TO 2022
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MOLLY CARRUTHERS - 2021 TO 2022
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MIKE SULLIVAN - 2022 TO 2023
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7DAVEY NEUBAUER - 2022 TO 2023
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8KATIE SOLEM - 2022-2023
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0RECORDS OFFICER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CO-TREASUERER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5RECORDS OFFICER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8CO-TREASUERER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt063046
IRS990EZ/OtherRevenueTotalAmt0694
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE THE WELFARE OF CHILDREN AND YOUTH IN HOME, SCHOOL, COMMUNITY AND PLACE OF WORSHIP.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SPONSORSHIP OF CLASSROOM SUPPORT AND SUPPLIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SPONSORSHIP OF SCHOOL FIELD TRIPS AND PTA EVENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt051224
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12670
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt024932
IRS990EZ/SpecialEventsNetIncomeLossAmt0-9886
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MN
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt063071
IRS990EZ/TotalProgramServiceExpensesAmt053894
IRS990EZ/TotalRevenueAmt0-4713
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04317
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01710
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01531
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt04200
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03239
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt015902
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt067393
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt087102
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0102473
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt089223
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt088633
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0106673
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt092462
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0377090
IRS990ScheduleG/AgrmtProfFundraisingActyInd01
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt024932
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BOOSTERTHON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0ONEKA SPRING BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt097
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt014949
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt015046
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt014949
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt015046
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt09304
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt015628
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: MISCELLANEOUS INCOME. AMOUNT: 694.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: ALL SCHOOL BOOK CLUBS. AMOUNT: 4,069. DESCRIPTION: BOSS/STUDENT COUNCIL. AMOUNT: 286. DESCRIPTION: CLASSROOM MAGAZINE SUBSCRIPTIONS. AMOUNT: 611. DESCRIPTION: CLASSROOM SUPPORT. AMOUNT: 26,066. DESCRIPTION: INTERVENTION SUPPORT. AMOUNT: 3,297. DESCRIPTION: MUSIC DEPARTMENT. AMOUNT: 230. DESCRIPTION: PHY-ED SUPPORT. AMOUNT: 954. DESCRIPTION: SPECIAL FUNDING REQUESTS. AMOUNT: 4,820. DESCRIPTION: SPECIAL REQUEST. AMOUNT: 4,349. DESCRIPTION: STAFF APPRECIATION. AMOUNT: 2,532. DESCRIPTION: TECHNOLOGY-SUBSCRIPTIONS. AMOUNT: 708. DESCRIPTION: WARGO NATURE CENTER. AMOUNT: 1,509. DESCRIPTION: PTA SOCIAL EVENTS. AMOUNT: 2,670. DESCRIPTION: PTA OPERATING EXPENSES. AMOUNT: 1,388. DESCRIPTION: MATH AND READING. AMOUNT: 415. DESCRIPTION: BANK CHARGES. AMOUNT: 59. DESCRIPTION: OTHER MISCELLANEOUS SERVICE COST. AMOUNT: 396. DESCRIPTION: ENRICHMENT ASSEMBLY. AMOUNT: 1,280. DESCRIPTION: OVERAGE- CLASSROOM RELATED EXPENSES. AMOUNT: 98. DESCRIPTION: YEARBOOKS AND TRANSPORTATION. AMOUNT: 7,309. TOTAL TO FORM 990-EZ, LINE 16: 63,046.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MIKE SULLIVAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06512881800
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-09-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HUGO ONEKA ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0HUGO
ReturnHeader/Filer/EIN0113700650
ReturnHeader/Filer/PhoneNum06512881800
ReturnHeader/Filer/USAddress/AddressLine1Txt04888 HERITAGE PARKWAY NORTH
ReturnHeader/Filer/USAddress/CityNm0HUGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055038
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200472826
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BOECKERMANN GRAFSTROM & MAYER LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07900 INTERNATIONAL DR STE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BLOOMINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0554251581
ReturnHeader/PreparerPersonGrp/PhoneNum09528442500
ReturnHeader/PreparerPersonGrp/PreparationDt02022-09-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AARON WENTHOLD
ReturnHeader/ReturnTs02022-10-14T11:00:12-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MIKE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SULLIVAN
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$0.05$0.25$0.20
2024Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.24$0.17$0.07
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.43$0.00$0.43$0.21$0.74$0.53
2022Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$0.05$0.63$0.68
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.96$0.00$0.96$0.37$0.44$0.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$0.00$1.04$0.53$0.43$0.11
2019Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.74$0.51$0.23
2018Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.46$0.42$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.60$0.44$0.16
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.50$0.00$0.50$0.62$0.53$0.08
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.42$0.00$0.42$0.64$0.55$0.10
2014Summary only. Only limited summary data is available for this year.$0.33$0.00$0.41$0.53$0.12
2013Summary only. Only limited summary data is available for this year.$0.44$0.00$0.43$0.30$0.13
2012Summary only. Only limited summary data is available for this year.$0.31$0.00$0.43$0.44$0.01
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)3 • <$500k nonprofits