Civic Intelligence

Washington Elementary PTA

990EZ • Fiscal year 2019 • EIN 41-1382758

Jul 01, 2018 to Jun 30, 2019 • Filed on Sep 24, 2019

Organization ProfileNA
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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

60th percentile

8.2%

Higher net margin than 60% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

58th percentile

7.1%

Faster asset growth than 58% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

82nd percentile

38%

Faster revenue growth than 82% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$41,867

Up $2,759 (+7.1%) from 2018

Net Assets

Up

$41,867

Up $2,759 (+7.1%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin60th percentile

Revenue

Up

$33,709

Up $9,292 (+38%) from 2018

Expenses

Up

$30,950

Up $6,916 (+29%) from 2018

Net Income

Up

$2,759

Up $2,376 (+620%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

2019

Assets$41,867
Liabilities$0
Net Assets$41,867
Open 2019 Filing

Operations Trend

Revenue Growth82nd percentile

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

2019

Revenue$33,709
Expenses$30,950
Net Income$2,759
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Sep 24, 2019
Return Version
2018v3.1
Gross Receipts
$37,610
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$28,534
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

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

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Readathon$13,748$13,748$922$12,826
Total Events$21,955$21,955$3,901$18,054
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
2019-09-24
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

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

“Description: interest. Amount: 17.”

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

“Description: dues & subscriptions. Amount: 724. Description: insurance. Amount: 179. Description: office. Amount: 813. Description: program service expenses - student enrichment. Amount: 28,534. Total to form 990-ez, line 16: 30,250.”

Raw XML Appendix167 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0KYLE LARSEN
IRS990EZ/BooksInCareOfDetail/PhoneNum05072876975
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01200 11TH AVE NW
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ROCHESTER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd055901
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt039108
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt041867
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt06041
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt02759
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0700
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt039108
IRS990EZ/Form990TotalAssetsGrp/EOYAmt041867
IRS990EZ/FundraisingGrossIncomeAmt021955
IRS990EZ/GrossReceiptsAmt037610
IRS990EZ/GroupExemptionNum00870
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt017
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt01200
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt039108
IRS990EZ/NetAssetsOrFundBalancesEOYAmt041867
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt039108
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt041867
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROSE SCHUH-DODGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KYLE LARSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BECKY HELGESON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt030250
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION EXISTS TO SUPPORT PROGRAMS FOR ELEMENTARY SCHOOLS.
IRS990EZ/ProgramServiceRevenueAmt08397
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORT AND ENRICHMENT FOR APPROXIMATELY 378 STUDENTS AT WASHINGTON ELEMENTARY SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt028534
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt03901
IRS990EZ/SpecialEventsNetIncomeLossAmt018054
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MN
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt030950
IRS990EZ/TotalProgramServiceExpensesAmt028534
IRS990EZ/TotalRevenueAmt033709
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0NA
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt029196
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt029756
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt029592
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt035978
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt054872
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0179394
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt017
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt08
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt021
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt09
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt056
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99970
IRS990ScheduleA/PublicSupportPY170Pct00.99980
IRS990ScheduleA/PublicSupportTotal170Amt0179394
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt029196
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt029756
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt029592
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt035978
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt054872
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0179394
IRS990ScheduleA/TotalSupportAmt0179450
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt03901
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0READATHON
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt013748
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt08207
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt021955
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt013748
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt08207
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt021955
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt018054
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt02979
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03901
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0922
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt06
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 17.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: DUES & SUBSCRIPTIONS. AMOUNT: 724. DESCRIPTION: INSURANCE. AMOUNT: 179. DESCRIPTION: OFFICE. AMOUNT: 813. DESCRIPTION: PROGRAM SERVICE EXPENSES - STUDENT ENRICHMENT. AMOUNT: 28,534. TOTAL TO FORM 990-EZ, LINE 16: 30,250.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
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/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROSE SCHUH-DODGE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05072876975
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-09-24
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/AtSubmissionCreationDeviceId0BDEBE321AF815D20D7F3E6FF06907EE5941B8DC6
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08D737E15990DC23269B15594562809091FDA197A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0192.55.242.200
ReturnHeader/FilingSecurityInformation/IPDt02019-09-24
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:32:30
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/PreparationDt02019-09-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LANCE CAMPBELL
ReturnHeader/ReturnTs02019-10-14T14:07:19-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$41,867
Liabilities
$0
Net assets
$41,867
Revenue
$33,709
Expenses
$30,950
Net income
$2,759
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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
2019Detailed filing. Detailed filing data is available for this year.$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
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$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