Civic Intelligence

Harriet Bishop Elementary Ptsa

990EZ • Fiscal year 2017 • EIN 23-7151216

Jul 01, 2016 to Jun 30, 2017 • Filed on Aug 22, 2017

Organization ProfileWWW.ROCHESTER.K12.MN.US/HARRIETBISHOP
406 36th Avenue NWRochester, MN 55901

(507) 258-0197

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

36th percentile

-1.5%

Higher net margin than 36% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

40th percentile

-2.3%

Faster asset growth than 40% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

60th percentile

8.0%

Faster revenue growth than 60% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$41,340

Down $973 (-2.3%) from 2016

Net Assets

Down

$41,340

Down $973 (-2.3%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin36th percentile

Revenue

Up

$63,031

Up $4,658 (+8.0%) from 2016

Expenses

Up

$64,004

Up $12,666 (+25%) from 2016

Net Income

Down

-$973

Down $8,008 (-114%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$80K$60K$40K$20K$0Assets 2013: $25,556Net Assets 2013: $25,5562013Assets 2014: $31,502Net Assets 2014: $31,5022014Assets 2015: $35,278Net Assets 2015: $35,2782015Assets 2016: $42,313Net Assets 2016: $42,3132016Assets 2017: $41,340Net Assets 2017: $41,3402017Assets 2018: $48,272Net Assets 2018: $48,2722018Assets 2019: $61,526Net Assets 2019: $61,5262019Assets 2020: $61,847Net Assets 2020: $61,8472020Assets 2021: $48,129Net Assets 2021: $48,1292021Assets 2022: $44,542Net Assets 2022: $44,5422022Assets 2023: $52,500Liabilities 2023: $0Net Assets 2023: $52,5002023

Highlighted filing

2017

Assets$41,340
Liabilities-
Net Assets$41,340
Open 2017 Filing

Operations Trend

Revenue Growth60th percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2013: $17,671Expenses 2013: $22,827Net Income 2013: -$5,1562013Revenue 2014: $28,960Expenses 2014: $23,014Net Income 2014: $5,9462014Revenue 2015: $22,584Expenses 2015: $18,808Net Income 2015: $3,7762015Revenue 2016: $58,373Expenses 2016: $51,338Net Income 2016: $7,0352016Revenue 2017: $63,031Expenses 2017: $64,004Net Income 2017: -$9732017Revenue 2018: $63,744Expenses 2018: $56,812Net Income 2018: $6,9322018Revenue 2019: $35,896Expenses 2019: $22,642Net Income 2019: $13,2542019Revenue 2020: $23,497Expenses 2020: $23,176Net Income 2020: $3212020Revenue 2021: $1,475Expenses 2021: $15,193Net Income 2021: -$13,7182021Revenue 2022: $15,837Expenses 2022: $19,424Net Income 2022: -$3,5872022Revenue 2023: $22,570Expenses 2023: $14,612Net Income 2023: $7,9582023

Highlighted filing

2017

Revenue$63,031
Expenses$64,004
Net Income-$973
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Aug 22, 2017
Return Version
2016v3.0
Gross Receipts
$63,031
Mission and Program Overview

Mission

Fundraising for education expenses

Program Services

DescriptionGrantsExpenses
THE PARENT TEACHER STUDENT ASSOCIATION RAISED FUNDS TO ASSIST TEACHERS IN EDUCATION.$28,113$4,000
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELIZABETH BARCLAYVice President-$0--
AMY SWANSONSecretary-$0--
APRIL GRUNWALDTreasurer-$0--
JOE STORTZPresident-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Other Fundraising$26,414$26,414-$26,414
Coupon Book Fundraising$21,418$21,418-$21,418
Total Events$57,879$57,879-$57,879
Filing and Contact Details

Filer

Filer Name
Pta Minnesota Congress Harriet
EIN
23-7151216
Address
406 36TH AVENUE NW, ROCHESTER, MN 55901

Signing Officer

Name
April Grunwald
Title
Treasurer
Signed
2017-08-22
Discuss with paid preparer
Yes

Preparer

Firm
Haworth & Company LTD
Address
1903 South Broadway, Rochester, MN 55904
Preparer
Kathleen Jacobson
Phone
5072880090
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $1194”

Other Expenses.1

“Funraising expense $28113”

Other Expenses.2

“Classroom expenses $26548”

Other Expenses.3

“SCHOLARSHIPS $6600”

Other Expenses.4

“BOARD APPROVED $1034”

Other Expenses.5

“PTA DUES $288”

Other Expenses.6

“BANK FEES $227”

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/PersonNm0APRIL GRUNWALD
IRS990EZ/BooksInCareOfDetail/PhoneNum05072580197
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04327 9TH ST NW
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ROCHESTER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd055901
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt042313
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt041340
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt04422
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-973
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt042313
IRS990EZ/Form990TotalAssetsGrp/EOYAmt041340
IRS990EZ/FundraisingGrossIncomeAmt057879
IRS990EZ/GrossReceiptsAmt063031
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt05
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0725
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt042313
IRS990EZ/NetAssetsOrFundBalancesEOYAmt041340
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt042313
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt041340
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ELIZABETH BARCLAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1AMY SWANSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2APRIL GRUNWALD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOE STORTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt064004
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0FUNDRAISING FOR EDUCATION EXPENSES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE PARENT TEACHER STUDENT ASSOCIATION RAISED FUNDS TO ASSIST TEACHERS IN EDUCATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt028113
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt057879
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt064004
IRS990EZ/TotalProgramServiceExpensesAmt028113
IRS990EZ/TotalRevenueAmt063031
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0WWW.ROCHESTER.K12.MN.US/HARRIETBISHOP
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05147
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01175
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01404
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01914
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt05119
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt014759
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt020
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt031
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt040
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt099
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt057201
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt057195
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt058361
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt058447
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt037084
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0268288
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt020
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt031
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt040
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt099
IRS990ScheduleA/InvestmentIncomeCYPct00.00030
IRS990ScheduleA/InvestmentIncomePYPct00.00060
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99970
IRS990ScheduleA/PublicSupportPY509Pct00.99940
IRS990ScheduleA/PublicSupportTotal509Amt0283047
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt062348
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt058370
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt059765
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt060361
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt042203
IRS990ScheduleA/Total509Grp/TotalAmt0283047
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt062353
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt058373
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt059785
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt060392
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt042243
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0283146
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0OTHER FUNDRAISING
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0COUPON BOOK FUNDRAISING
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt026414
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt021418
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt010047
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt057879
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt026414
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt021418
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt010047
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt057879
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt057879
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $1194
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FUNRAISING EXPENSE $28113
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CLASSROOM EXPENSES $26548
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SCHOLARSHIPS $6600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BOARD APPROVED $1034
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PTA DUES $288
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BANK FEES $227
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0APRIL GRUNWALD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA MINNESOTA CONGRESS HARRIET
ReturnHeader/Filer/BusinessNameControlTxt0PTAM
ReturnHeader/Filer/EIN0237151216
ReturnHeader/Filer/USAddress/AddressLine1Txt0406 36TH AVENUE NW
ReturnHeader/Filer/USAddress/CityNm0ROCHESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055901
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Haworth & Company LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01903 South Broadway
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Rochester
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055904
ReturnHeader/PreparerPersonGrp/PhoneNum05072880090
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kathleen Jacobson
ReturnHeader/ReturnTs02017-08-23T14:12:54-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$41,340
Liabilities
-
Net assets
$41,340
Revenue
$63,031
Expenses
$64,004
Net income
-$973
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$52.5$0.00$52.5$22.6$14.6$7.96
2022Detailed filing. Detailed filing data is available for this year.$44.5$44.5$15.8$19.4$3.59
2021Detailed filing. Detailed filing data is available for this year.$48.1$48.1$1.48$15.2$13.7
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$61.8$61.8$23.5$23.2$0.32
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$61.5$61.5$35.9$22.6$13.3
2018Detailed filing. Detailed filing data is available for this year.$48.3$48.3$63.7$56.8$6.93
2017Detailed filing. Detailed filing data is available for this year.$41.3$41.3$63.0$64.0$0.97
2016Detailed filing. Detailed filing data is available for this year.$42.3$42.3$58.4$51.3$7.04
2015Detailed filing. Detailed filing data is available for this year.$35.3$35.3$22.6$18.8$3.78
2014Detailed filing. Detailed filing data is available for this year.$31.5$31.5$29.0$23.0$5.95
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.6$25.6$17.7$22.8$5.16