Civic Intelligence

Washington Elementary PTA

990EZ • Fiscal year 2016 • EIN 41-1382758

Jul 01, 2015 to Jun 30, 2016 • Filed on Mar 02, 2017

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.

Liabilities / Assets

66th percentile

0.02x

Higher debt load relative to assets than 66% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

74th percentile

0.04x

Higher debt load relative to revenue than 74% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

73rd percentile

16%

Higher net margin than 73% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

64th percentile

11%

Faster asset growth than 64% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

19th percentile

-28%

Faster revenue growth than 19% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$37,229

Up $3,658 (+11%) from 2015

Net Assets

Up

$36,520

Up $3,096 (+9.3%) from 2015

Liabilities

Up

$709

Up $562 (+382%) from 2015

Revenue

Down

$19,146

Down $7,309 (-28%) from 2015

Expenses

Down

$16,050

Down $3,629 (-18%) from 2015

Net Income

Down

$3,096

Down $3,680 (-54%) from 2015

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2012: $11,787Net Assets 2012: $11,7872012Assets 2013: $25,093Liabilities 2013: $0Net Assets 2013: $25,0932013Assets 2014: $26,648Liabilities 2014: $0Net Assets 2014: $26,6482014Assets 2015: $33,571Liabilities 2015: $147Net Assets 2015: $33,4242015Assets 2016: $37,229Liabilities 2016: $709Net Assets 2016: $36,5202016Assets 2017: $39,453Liabilities 2017: $7282017Assets 2018: $39,108Liabilities 2018: $0Net Assets 2018: $39,1082018Assets 2019: $41,867Liabilities 2019: $0Net Assets 2019: $41,8672019Assets 2020: $43,289Liabilities 2020: $0Net Assets 2020: $43,2892020Assets 2021: $33,415Liabilities 2021: $0Net Assets 2021: $33,4152021Assets 2022: $42,350Liabilities 2022: $0Net Assets 2022: $42,3502022

Highlighted filing

2016

Assets$37,229
Liabilities$709
Net Assets$36,520

Operations Trend

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

$40K$20K$0-$20KRevenue 2012: $24,181Expenses 2012: $24,361Net Income 2012: -$1802012Revenue 2013: $34,040Expenses 2013: $20,734Net Income 2013: $13,3062013Revenue 2014: $21,020Expenses 2014: $19,465Net Income 2014: $1,5552014Revenue 2015: $26,455Expenses 2015: $19,679Net Income 2015: $6,7762015Revenue 2016: $19,146Expenses 2016: $16,050Net Income 2016: $3,0962016Revenue 2017: $19,279Expenses 2017: $17,074Net Income 2017: $2,2052017Revenue 2018: $24,417Expenses 2018: $24,034Net Income 2018: $3832018Revenue 2019: $33,709Expenses 2019: $30,950Net Income 2019: $2,7592019Revenue 2020: $19,258Expenses 2020: $17,836Net Income 2020: $1,4222020Revenue 2021: $4,722Expenses 2021: $14,596Net Income 2021: -$9,8742021Revenue 2022: $26,647Expenses 2022: $17,712Net Income 2022: $8,9352022

Highlighted filing

2016

Revenue$19,146
Expenses$16,050
Net Income$3,096
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Mar 2, 2017
Return Version
2015v3.0
Gross Receipts
$38,769
Mission and Program Overview

Mission

The organization exists to support programs for elementary schools.

Program Services

DescriptionGrantsExpenses
SUPPORT AND ENRICHMENT FOR APPROXIMATELY 375 STUDENTS AT WASHINGTON ELEMENTARY SCHOOL.$0$14,485
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHANNON LARSENPresident-$0--
RACHEL MCCONNELLVice President-$0--
KYLE LARSENTreasurer-$0--
JENNI POWELLSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Readathon$14,514$14,514$10,300$4,214
Fuel Cards$3,065$3,065$2,860$205
Total Events$35,978$35,978$19,623$16,355
Filing and Contact Details

Filer

Filer Name
Pta Mn Congress- Washington Pta
EIN
41-1382758
Phone
5072876975
Address
1200 11TH AVE NW, ROCHESTER, MN 55901

Signing Officer

Name
Shannon Larsen
Title
President
Phone
5072876975
Signed
2017-03-02
Discuss with paid preparer
Yes

Preparer

Firm
Hawkins Ash Cpas Llp
Address
975 34TH AVE NW 301, ROCHESTER, MN 55901
Preparer
John Wolter
Phone
5074241233
Supplemental Narrative

Additional Explanations

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

Description: interest. Amount: 21.

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

Description: office. Amount: 1,565. Description: program service expenses - student enrichment. Amount: 14,485. Total to form 990-ez, line 16: 16,050.

Form 990-ez, Part II, Line 24 - Other Assets

Description: accounts receivable. Beg. Of year amount: 0. End of year amount: 22. Description: other current assets. Beg. Of year amount: 0. End of year amount: 205.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: state & national dues. Beg. Of year amount: 147. End of year amount: 709.

Raw XML Appendix175 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/PhoneNum05072876975
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ROCHESTER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SHANNON LARSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RACHEL MCCONNELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KYLE LARSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JENNI POWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0227
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt016050
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION EXISTS TO SUPPORT PROGRAMS FOR ELEMENTARY SCHOOLS.
IRS990EZ/ProgramServiceRevenueAmt02327
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORT AND ENRICHMENT FOR APPROXIMATELY 375 STUDENTS AT WASHINGTON ELEMENTARY SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt014485
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt019623
IRS990EZ/SpecialEventsNetIncomeLossAmt016355
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MN
IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0709
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0NA
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt054872
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt068464
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt073003
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt021673
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0253990
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt021
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt09
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt07
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt08
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt013
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt058
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99980
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0253990
IRS990ScheduleA/TotalSupportAmt0254048
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUEL CARDS
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02860
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt010300
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt010
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 21.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: OFFICE. AMOUNT: 1,565. DESCRIPTION: PROGRAM SERVICE EXPENSES - STUDENT ENRICHMENT. AMOUNT: 14,485. TOTAL TO FORM 990-EZ, LINE 16: 16,050.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 22. DESCRIPTION: OTHER CURRENT ASSETS. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 205.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: STATE & NATIONAL DUES. BEG. OF YEAR AMOUNT: 147. END OF YEAR AMOUNT: 709.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SHANNON LARSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05072876975
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA MN CONGRESS- WASHINGTON PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAM
ReturnHeader/Filer/EIN0411382758
ReturnHeader/Filer/PhoneNum05072876975
ReturnHeader/Filer/USAddress/AddressLine1Txt01200 11TH AVE NW
ReturnHeader/Filer/USAddress/CityNm0ROCHESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055901
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390912608
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HAWKINS ASH CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0975 34TH AVE NW 301
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROCHESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055901
ReturnHeader/PreparerPersonGrp/PhoneNum05074241233
ReturnHeader/PreparerPersonGrp/PreparationDt02017-02-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN WOLTER
ReturnHeader/ReturnTs02017-03-22T14:16:06-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • <$500k nonprofits