Civic Intelligence

Washington Elementary PTA

990EZ • Fiscal year 2018 • EIN 41-1382758

Jul 01, 2017 to Jun 30, 2018 • Filed on Sep 24, 2018

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

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

46th percentile

1.6%

Higher net margin than 46% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

44th percentile

-0.9%

Faster asset growth than 44% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

77th percentile

27%

Faster revenue growth than 77% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$39,108

Down $345 (-0.9%) from 2017

Net Assets

$39,108

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $728 (-100%) from 2017

Revenue

Up

$24,417

Up $5,138 (+27%) from 2017

Expenses

Up

$24,034

Up $6,960 (+41%) from 2017

Net Income

Down

$383

Down $1,822 (-83%) from 2017

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

2018

Assets$39,108
Liabilities$0
Net Assets$39,108

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

2018

Revenue$24,417
Expenses$24,034
Net Income$383
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Sep 24, 2018
Return Version
2017v2.3
Gross Receipts
$31,061
Mission and Program Overview

Mission

The organization exists to support programs for elementary schools.

Program Services

DescriptionGrantsExpenses
SUPPORT AND ENRICHMENT FOR APPROXIMATELY 378 STUDENTS AT WASHINGTON ELEMENTARY SCHOOL.$0$22,515
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROSE SCHUH-DODGEPresident-$0--
RACHEL MCCONNELLVice President-$0--
KYLE LARSENTreasurer-$0--
BECKY HELGESONSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Readathon$12,182$12,182$1,092$11,090
Book Fair$5,754$5,754$2,846$2,908
Total Events$29,253$29,253$6,644$22,609
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
Rose Schuh-dodge
Title
President
Phone
5072876975
Signed
2018-09-24
Discuss with paid preparer
Yes

Preparer

Firm
Hawkins Ash Cpas Llp
Address
3720 NOTTINGHAM DR NW SUITE 100, ROCHESTER, MN 55901
Preparer
Joe Nurmi
Phone
5074241233
Supplemental Narrative

Additional Explanations

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

Description: interest. Amount: 1.

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

Description: insurance. Amount: 179. Description: office. Amount: 1,340. Description: program service expenses - student enrichment. Amount: 22,515. Total to form 990-ez, line 16: 24,034.

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

Description: accounts receivable. Beg. Of year amount: 22. End of year amount: 0.

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

Description: state & national dues. Beg. Of year amount: 728. End of year amount: 0.

Raw XML Appendix182 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd00
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IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MN
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 1.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: INSURANCE. AMOUNT: 179. DESCRIPTION: OFFICE. AMOUNT: 1,340. DESCRIPTION: PROGRAM SERVICE EXPENSES - STUDENT ENRICHMENT. AMOUNT: 22,515. TOTAL TO FORM 990-EZ, LINE 16: 24,034.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 22. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: STATE & NATIONAL DUES. BEG. OF YEAR AMOUNT: 728. END OF YEAR AMOUNT: 0.
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/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROSE SCHUH-DODGE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05072876975
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-24
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/FilingSecurityInformation/AtSubmissionCreationDeviceId08F6B0D8B91558A8A472D56A031D6F176255EBA40
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0192.55.242.200
ReturnHeader/FilingSecurityInformation/IPDt02018-09-24
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm011:02:44
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390912608
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HAWKINS ASH CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03720 NOTTINGHAM DR NW SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROCHESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055901
ReturnHeader/PreparerPersonGrp/PhoneNum05074241233
ReturnHeader/PreparerPersonGrp/PreparationDt02018-09-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOE NURMI
ReturnHeader/ReturnTs02018-10-17T16:06:31-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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Filings