Civic Intelligence

PTA Minnesota Congress

990EZ • Fiscal year 2023 • EIN 41-1386081

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 12, 2023

Organization Profilen/a
2450 Wilshire BlvdMound, MN 55364

(952) 491-6055

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

57th percentile

6.9%

Higher net margin than 57% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

58th percentile

5.8%

Faster asset growth than 58% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

49th percentile

3.8%

Faster revenue growth than 49% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$58,181

Up $3,187 (+5.8%) from 2022

Net Assets

Up

$58,181

Up $3,187 (+5.8%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin57th percentile

Revenue

Up

$45,905

Up $1,695 (+3.8%) from 2022

Expenses

Up

$42,718

Up $10,532 (+33%) from 2022

Net Income

Down

$3,187

Down $8,837 (-73%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$80K$60K$40K$20K$0Assets 2011: $66,521Liabilities 2011: $02011Assets 2013: $34,359Liabilities 2013: $02013Assets 2016: $55,390Liabilities 2016: $02016Assets 2017: $48,639Liabilities 2017: $02017Assets 2018: $44,733Liabilities 2018: $02018Assets 2019: $24,333Liabilities 2019: $02019Assets 2020: $28,406Liabilities 2020: $02020Assets 2021: $42,970Liabilities 2021: $02021Assets 2022: $54,994Liabilities 2022: $0Net Assets 2022: $54,9942022Assets 2023: $58,181Liabilities 2023: $0Net Assets 2023: $58,1812023Assets 2024: $58,611Net Assets 2024: $58,6112024

Highlighted filing

2023

Assets$58,181
Liabilities$0
Net Assets$58,181
Open 2023 Filing

Operations Trend

Revenue Growth49th percentile

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

$100K$50K$0-$50KRevenue 2011: $50,008Expenses 2011: $26,274Net Income 2011: $23,7342011Revenue 2013: $50,074Expenses 2013: $53,136Net Income 2013: -$3,0622013Revenue 2016: $60,767Expenses 2016: $35,525Net Income 2016: $25,2422016Revenue 2017: $44,401Expenses 2017: $51,152Net Income 2017: -$6,7512017Revenue 2018: $36,345Expenses 2018: $32,440Net Income 2018: $3,9052018Revenue 2019: $33,232Expenses 2019: $61,565Net Income 2019: -$28,3332019Revenue 2020: $29,879Expenses 2020: $25,705Net Income 2020: $4,1742020Revenue 2021: $29,781Expenses 2021: $15,217Net Income 2021: $14,5642021Revenue 2022: $44,210Expenses 2022: $32,186Net Income 2022: $12,0242022Revenue 2023: $45,905Expenses 2023: $42,718Net Income 2023: $3,1872023Revenue 2024: $39,431Expenses 2024: $39,001Net Income 2024: $4302024

Highlighted filing

2023

Revenue$45,905
Expenses$42,718
Net Income$3,187
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 12, 2023
Return Version
2022v5.0
Gross Receipts
$50,417
Mission and Program Overview

Mission

Enhance the student experience

Program Services

DescriptionGrantsExpenses
ALL OTHER OPERATING EXPENSES TO INCLUDE STUDENT FAMILY EVENTS-$14,956
TEACHER ALLOWANCES - TEACHERS RECEIVE FUNDS TO SUPPLEMENT CLASSROOM SUPPLIES TO BENEFIT ALL CHIDREN OF SHIRLEY HILLS PRIMARY SCHOOL-$11,525
BOOK VENDING MACHINE-$8,051
NATURALIST - EDUCATION PROVIDED BY A NATURALIST THAT COMES INTO THE CLASSROOMS AND BENEFIT ALL CHILDREN OF SHIRLEY HILLS PRIMARY SCHOOL-$6,921
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANDREW REINITZPresident-$0--
KARI MARTINSONVice President-$0--
TRISHA ROBINSONTreasurer-$0--
HOLLY STAPLESSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Carnival$34,536$34,536$2,543$31,993
Readathon$4,321$4,321-$4,321
Total Events$44,143$44,143$4,512$39,631
Filing and Contact Details

Filer

Filer Name
Shirley Hills Pta Minnesota Congress
EIN
41-1386081
Address
2450 WILSHIRE BLVD, MOUND, MN 55364

Signing Officer

Name
Trisha Robinson
Title
Treasurer
Signed
2023-11-12
Discuss with paid preparer
Yes

Preparer

Preparer
Joseph P Cegla
Phone
7018667628
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part III, Line 31

“ALL OTHER OPERATING EXPENSES TO INCLUDE STUDENT FAMILY EVENTS Grants and allocations 0, Program service expenses 14,956”

Form 990-EZ, Part I, Line 8, Other Revenue

“SPIRIT WEAR 2,042”

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

“42,718”

Raw XML Appendix174 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/PhoneNum09524916055
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02450 WILSHIRE BLVD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MOUND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd055364
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt054994
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03882
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03187
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/FundraisingGrossIncomeAmt044143
IRS990EZ/GrossReceiptsAmt050417
IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/MembershipDuesAmt0350
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt058181
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ANDREW REINITZ
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TRISHA ROBINSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3HOLLY STAPLES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt042718
IRS990EZ/OtherRevenueTotalAmt02042
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ENHANCE THE STUDENT EXPERIENCE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TEACHER ALLOWANCES - TEACHERS RECEIVE FUNDS TO SUPPLEMENT CLASSROOM SUPPLIES TO BENEFIT ALL CHIDREN OF SHIRLEY HILLS PRIMARY SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1NATURALIST - EDUCATION PROVIDED BY A NATURALIST THAT COMES INTO THE CLASSROOMS AND BENEFIT ALL CHILDREN OF SHIRLEY HILLS PRIMARY SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2BOOK VENDING MACHINE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3ALL OTHER OPERATING EXPENSES TO INCLUDE STUDENT FAMILY EVENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt011525
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt16921
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt28051
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt314956
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt04512
IRS990EZ/SpecialEventsNetIncomeLossAmt039631
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt042718
IRS990EZ/TotalProgramServiceExpensesAmt041453
IRS990EZ/TotalRevenueAmt045905
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03882
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02975
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01754
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0675
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01820
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt011106
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt02042
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01859
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt02044
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt09830
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt017324
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt028430
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt05924
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt04834
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt03303
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02719
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt011650
IRS990ScheduleA/Total509Grp/TotalAmt028430
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt05924
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt04834
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt03303
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt02719
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt011650
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt028430
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt04512
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CARNIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0READATHON
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt01692
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt01692
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt034536
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt04321
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt05286
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt034536
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt04321
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt05286
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt044143
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt039631
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt0277
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt0277
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02543
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02543
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/PhoneSolicitationsInd0X
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALL OTHER OPERATING EXPENSES TO INCLUDE STUDENT FAMILY EVENTS Grants and allocations 0, Program service expenses 14,956
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SPIRIT WEAR 2,042
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt242,718
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 8, Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TRISHA ROBINSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHIRLEY HILLS PTA MINNESOTA CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0SHIR
ReturnHeader/Filer/EIN0411386081
ReturnHeader/Filer/USAddress/AddressLine1Txt02450 WILSHIRE BLVD
ReturnHeader/Filer/USAddress/CityNm0MOUND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055364
ReturnHeader/PreparerPersonGrp/PhoneNum07018667628
ReturnHeader/PreparerPersonGrp/PreparationDt02024-04-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH P CEGLA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-04-14T08:14:43-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TRISHA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ROBINSON
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$58,181
Liabilities
$0
Net assets
$58,181
Revenue
$45,905
Expenses
$42,718
Net income
$3,187
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$58.6$58.6$39.4$39.0$0.43
2023Detailed filing. Detailed filing data is available for this year.$58.2$0.00$58.2$45.9$42.7$3.19
2022Detailed filing. Detailed filing data is available for this year.$55.0$0.00$55.0$44.2$32.2$12.0
2021Summary only. Only limited summary data is available for this year.$43.0$0.00$29.8$15.2$14.6
2020Summary only. Only limited summary data is available for this year.$28.4$0.00$29.9$25.7$4.17
2019Summary only. Only limited summary data is available for this year.$24.3$0.00$33.2$61.6$28.3
2018Summary only. Only limited summary data is available for this year.$44.7$0.00$36.3$32.4$3.91
2017Summary only. Only limited summary data is available for this year.$48.6$0.00$44.4$51.2$6.75
2016Summary only. Only limited summary data is available for this year.$55.4$0.00$60.8$35.5$25.2
2013Summary only. Only limited summary data is available for this year.$34.4$0.00$50.1$53.1$3.06
2011Summary only. Only limited summary data is available for this year.$66.5$0.00$50.0$26.3$23.7