Washington Elementary PTA

990EZ • Fiscal year 2014 • EIN 41-1382758

Jul 01, 2013 to Jun 30, 2014 • Filed on Dec 08, 2014

Organization Profile NA

1200 11th Ave NWRochester, MN 55901

(507) 287-6975

Siviq Scores

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

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

7.4%

Higher net margin than 59% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

6.2%

Faster asset growth than 57% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

-38%

Faster revenue growth than 12% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet

Liabilities / Assets55th percentile

Assets

$26,648

Up $1,555 (+6.2%) from 2013

Net Assets

$26,648

Up $1,555 (+6.2%) from 2013

Liabilities

Flat

Flat from 2013

Revenue And Expenses

Liabilities / Revenue55th percentile Net Margin59th percentile

Revenue

Down

$21,020

Down $13,020 (-38%) from 2013

Expenses

Down

$19,465

Down $1,269 (-6.1%) from 2013

Net Income

Down

$1,555

Down $11,751 (-88%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

Highlighted filing

2014

Assets$26,648

Liabilities$0

Net Assets$26,648

Open 2014 Filing

Operations Trend

Revenue Growth12th percentile

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

Highlighted filing

2014

Revenue$21,020

Expenses$19,465

Net Income$1,555

Open 2014 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2013 to Jun 30, 2014
Signed: Dec 8, 2014
Return Version: 2013v4.0
Gross Receipts: $72,426

Mission and Program Overview

Mission

The organization exists to support programs for elementary schools.

Program Services

Description	Grants	Expenses
SUPPORT AND ENRICHMENT FOR APPROXIMATELY 335 STUDENTS AT WASHINGTON ELEMENTARY SCHOOL.	$0	$18,184

Compensation and Service Providers

Top Officer Pay74th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
SHANNON LARSEN	President	-	$0	-	-
LORI LOCKHART-OFTEDAHL	Vice President	-	$0	-	-
YUHENG ZHAO	Treasurer	-	$0	-	-
KATIE BENIKE	Secretary	-	$0	-	-

Fundraising, Events, and Gaming

Fundraising Events

Event	Gross Receipts	Gross Revenue	Direct Expenses	Net Income
Event 1	$40,116	$40,116	$43,189	$-3,073
Event 2	$12,131	$12,131	$1,801	$10,330
Total Events	$67,620	$67,620	$51,406	$16,214

Filing and Contact Details

Filer

EIN: 41-1382758
Phone: 5072876975

Signing Officer

Name: Shannon Larsen
Title: President
Phone: 5072876975
Signed: 2014-12-08
Discuss with paid preparer: Yes

Preparer

Preparer: John Wolter
Phone: 5074241233

Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest. Amount: 7.”

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

“Description: insurance. Amount: 179. Description: office. Amount: 1,102. Description: program service expenses - student enrichment. Amount: 18,184. Total to form 990-ez, line 16: 19,465.”

Raw XML Appendix169 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/ActivitiesNotPreviouslyRptInd	0	0
IRS990EZ/BooksInCareOfDetail/PersonNm	0	YUHENG ZHAO
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	5072876975
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1	0	1200 11TH AVE NW
IRS990EZ/BooksInCareOfDetail/USAddress/City	0	ROCHESTER
IRS990EZ/BooksInCareOfDetail/USAddress/State	0	MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode	0	55901
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	25093
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	26648
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	0
IRS990EZ/ContributionsGiftsGrantsEtcAmt	0	844
IRS990EZ/DirectIndirectPltclExpendAmt	0	0
IRS990EZ/DonorAdvisedFndsInd	0	0
IRS990EZ/EngagedInExcessBenefitTransInd	0	0
IRS990EZ/ExcessOrDeficitForYearAmt	0	1555
IRS990EZ/FiledScheduleAInd	0	1
IRS990EZ/ForeignFinancialAccountInd	0	0
IRS990EZ/ForeignOfficeInd	0	0
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	25093
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	26648
IRS990EZ/FundraisingGrossIncomeAmt	0	67620
IRS990EZ/GrossReceiptsAmt	0	72426
IRS990EZ/GroupExemptionNum	0	0870
IRS990EZ/InfoInScheduleOPartIIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InvestmentIncomeAmt	0	7
IRS990EZ/LobbyingActivitiesInd	0	0
IRS990EZ/MadeLoansToFromOfficersInd	0	0
IRS990EZ/MembershipDuesAmt	0	717
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	25093
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	26648
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	25093
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	26648
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	2.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	2.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	2.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	3	2.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	SHANNON LARSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	LORI LOCKHART-OFTEDAHL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	YUHENG ZHAO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	KATIE BENIKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	SECRETARY
IRS990EZ/OperateHospitalInd	0	0
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	0
IRS990EZ/OrganizationHadUBIInd	0	0
IRS990EZ/OtherChangesInNetAssetsAmt	0	0
IRS990EZ/OtherExpensesTotalAmt	0	19465
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	0
IRS990EZ/PrimaryExemptPurposeTxt	0	THE ORGANIZATION EXISTS TO SUPPORT PROGRAMS FOR ELEMENTARY SCHOOLS.
IRS990EZ/ProgramServiceRevenueAmt	0	3238
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	SUPPORT AND ENRICHMENT FOR APPROXIMATELY 335 STUDENTS AT WASHINGTON ELEMENTARY SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	0	0
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	18184
IRS990EZ/ProhibitedTaxShelterTransInd	0	0
IRS990EZ/RelatedOrganizationCtrlEntInd	0	0
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SchoolOperatingInd	0	0
IRS990EZ/SpecialEventsDirectExpensesAmt	0	51406
IRS990EZ/SpecialEventsNetIncomeLossAmt	0	16214
IRS990EZ/StatesWhereCopyOfReturnIsFldCd	0	MN
IRS990EZ/SubjectToProxyTaxInd	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt	0	0
IRS990EZ/TanningServicesProvidedInd	0	0
IRS990EZ/TaxImposedOnOrganizationMgrAmt	0	0
IRS990EZ/TaxImposedUnderIRC4911Amt	0	0
IRS990EZ/TaxImposedUnderIRC4912Amt	0	0
IRS990EZ/TaxImposedUnderIRC4955Amt	0	0
IRS990EZ/TaxReimbursedByOrganizationAmt	0	0
IRS990EZ/TotalExpensesAmt	0	19465
IRS990EZ/TotalProgramServiceExpensesAmt	0	18184
IRS990EZ/TotalRevenueAmt	0	21020
IRS990EZ/TransactionWithControlEntInd	0	0
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	0
IRS990EZ/TypeOfOrganizationCorpInd	0	X
IRS990EZ/WebsiteAddressTxt	0	NA
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt	0	68464
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt	0	73003
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt	0	21673
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt	0	17352
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt	0	17038
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt	0	197530
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt	0	7
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt	0	8
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt	0	13
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt	0	18
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt	0	38
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt	0	84
IRS990ScheduleA/PublicOrganization170Ind	0	X
IRS990ScheduleA/PublicSupportCY170Pct	0	0.99170
IRS990ScheduleA/PublicSupportPY170Pct	0	0.98100
IRS990ScheduleA/PublicSupportTotal170Amt	0	195982
IRS990ScheduleA/SubstantialContributorsTotAmt	0	1548
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind	0	X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt	0	68464
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt	0	73003
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt	0	21673
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt	0	17352
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt	0	17038
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt	0	197530
IRS990ScheduleA/TotalSupportAmt	0	197614
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt	0	51406
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt	0	40116
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt	0	12131
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt	0	15373
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt	0	67620
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt	0	40116
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt	0	12131
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt	0	15373
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt	0	67620
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt	0	FUEL CARDS
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt	0	READATHON
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt	0	16214
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt	0	6416
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt	0	51406
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt	0	43189
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt	0	1801
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt	0	9
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	DESCRIPTION: INTEREST. AMOUNT: 7.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	DESCRIPTION: INSURANCE. AMOUNT: 179. DESCRIPTION: OFFICE. AMOUNT: 1,102. DESCRIPTION: PROGRAM SERVICE EXPENSES - STUDENT ENRICHMENT. AMOUNT: 18,184. TOTAL TO FORM 990-EZ, LINE 16: 19,465.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
ReturnHeader/BuildTS	0	2016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	SHANNON LARSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	5072876975
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2014-12-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	PTA MN CONGRESS- WASHINGTON PTA
ReturnHeader/Filer/BusinessNameControlTxt	0	PTAM
ReturnHeader/Filer/EIN	0	411382758
ReturnHeader/Filer/PhoneNum	0	5072876975
ReturnHeader/Filer/USAddress/AddressLine1	0	1200 11TH AVE NW
ReturnHeader/Filer/USAddress/City	0	ROCHESTER
ReturnHeader/Filer/USAddress/State	0	MN
ReturnHeader/Filer/USAddress/ZIPCode	0	55901
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	390912608
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1	0	HAWKINS ASH CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1	0	975 34TH AVE NW 301
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City	0	ROCHESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State	0	MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode	0	55901
ReturnHeader/PreparerPersonGrp/PhoneNum	0	5074241233
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2014-12-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	JOHN WOLTER
ReturnHeader/ReturnTs	0	2015-02-02T11:54:18-06:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2013-07-01
ReturnHeader/TaxPeriodEndDt	0	2014-06-30
ReturnHeader/TaxYr	0	2013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $26,648
Liabilities: $0
Net assets: $26,648
Revenue: $21,020
Expenses: $19,465
Net income: $1,555

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$42.4	$0.00	$42.4	$26.6	$17.7	$8.94
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$33.4	$0.00	$33.4	$4.72	$14.6	$9.87
2020Detailed filing. Detailed filing data is available for this year.	$43.3	$0.00	$43.3	$19.3	$17.8	$1.42
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$41.9	$0.00	$41.9	$33.7	$31.0	$2.76
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$39.1	$0.00	$39.1	$24.4	$24.0	$0.38
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$39.5	$0.73		$19.3	$17.1	$2.21
2016Detailed filing. Detailed filing data is available for this year.	$37.2	$0.71	$36.5	$19.1	$16.1	$3.10
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$33.6	$0.15	$33.4	$26.5	$19.7	$6.78
2014Detailed filing. Detailed filing data is available for this year.	$26.6	$0.00	$26.6	$21.0	$19.5	$1.56
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.	$25.1	$0.00	$25.1	$34.0	$20.7	$13.3
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.	$11.8		$11.8	$24.2	$24.4	$0.18