Civic Intelligence

Willow Creek Middle Ptsa

EIN 41-1386112 • 501(c)3 • Rochester, MN

Profile

Programs and support for students and staff at willow creek middle school.

2425 11th Avenue SERochester, MN 55904

willow.rochester.k12.mn.us/RESOURCES/P

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

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

Liabilities / Revenue

62nd percentile

0.00x

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

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

Net Margin

88th percentile

46%

Higher net margin than 88% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

81st percentile

31%

Faster asset growth than 81% of similar nonprofits.

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

Revenue Growth

59th percentile

5.0%

Faster revenue growth than 59% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$30,328

Up $7,099 (+31%) from 2015

Liabilities

Flat

$0

Flat from 2015

Net Assets

Up

$30,328

Up $7,099 (+31%) from 2015

Operations
Liabilities / Revenue62nd percentileNet Margin88th percentile

Revenue

Up

$15,470

Up $735 (+5.0%) from 2015

Expenses

Down

$8,371

Down $3,824 (-31%) from 2015

Net Income

Up

$7,099

Up $4,559 (+179%) from 2015

Trend Graphs

Balance Sheet Trend

Asset Growth81st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40K$30K$20K$10K$0Assets 2011: $12,920Net Assets 2011: $12,9202011Assets 2012: $20,685Net Assets 2012: $20,6852012Assets 2013: $26,078Liabilities 2013: $0Net Assets 2013: $26,0782013Assets 2014: $20,689Liabilities 2014: $0Net Assets 2014: $20,6892014Assets 2015: $23,229Liabilities 2015: $0Net Assets 2015: $23,2292015Assets 2016: $30,328Liabilities 2016: $0Net Assets 2016: $30,3282016

Highlighted filing

2016

Assets$30,328
Liabilities$0
Net Assets$30,328
Open 2016 Filing

Operations Trend

Revenue Growth59th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30K$20K$10K$0Revenue 2011: $17,481Expenses 2011: $15,701Net Income 2011: $1,7802011Revenue 2012: $23,106Expenses 2012: $15,341Net Income 2012: $7,7652012Revenue 2013: $23,237Expenses 2013: $17,844Net Income 2013: $5,3932013Revenue 2014: $22,590Expenses 2014: $19,508Net Income 2014: $3,0822014Revenue 2015: $14,735Expenses 2015: $12,195Net Income 2015: $2,5402015Revenue 2016: $15,470Expenses 2016: $8,371Net Income 2016: $7,0992016

Highlighted filing

2016

Revenue$15,470
Expenses$8,371
Net Income$7,099
Open 2016 Filing

Filings

Most recent year

2016 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$30,328
Liabilities
$0
Net assets
$30,328
Revenue
$15,470
Expenses
$8,371
Net income
$7,099
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.3$0.00$30.3$15.5$8.37$7.10
2015Detailed filing. Detailed filing data is available for this year.$23.2$0.00$23.2$14.7$12.2$2.54
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$20.7$0.00$20.7$22.6$19.5$3.08
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$26.1$0.00$26.1$23.2$17.8$5.39
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.7$20.7$23.1$15.3$7.77
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.9$12.9$17.5$15.7$1.78
Latest Detailed Filing

The latest 2016 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2015 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Jan 22, 2016
Return Version
2014v6.0
Gross Receipts
$41,612
Mission and Program Overview

Mission

Programs and support for students and staff at willow creek middle school.

Program Services

DescriptionGrantsExpenses
PROVIDED TECHNOLOGY AT THE MIDDLE SCHOOL FOR THE STUDENTS.$7,106$7,106
OTHER SUPPORT INCLUDED: MEDIA SUPPORT 404 OTHER SUPPORT 1,059$1,463$1,463
PROVIDED SUPPORT TO THE WILLOW CREEK STAFF.$1,198$1,198
PROVIDED SUPPORT TO THE GIFTED STUDENTS PROGRAMS.$1,190$1,190
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES THOMPSONPresident-$0--
KARI OSTERGARDVice Preside-$0--
JAN FIERROSecretary-$0--
DANA WOODTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Magazine Sales$17,476$17,476$10,560$6,916
Total Events$17,476$17,476$10,560$6,916
Filing and Contact Details

Filer

Filer Name
Willow Creek Middle School Ptsa
EIN
41-1386112
Phone
5072542625
Address
2425 11TH AVENUE SE, ROCHESTER, MN 55904

Signing Officer

Name
Dana Wood
Title
Treasurer
Phone
5072542625
Signed
2016-01-22

Preparer

Firm
Nietz & Eversman LLC
Address
2212 2ND ST SW, ROCHESTER, MN 55902-0824
Preparer
William a Nietz
Phone
5072850398
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“7,106 0 0”

Form 990-ez, Part I, Line 16

“Expenses office expense 52 insurance 65 dues 244 board expense 81 tax preparation 645 bank fees 51 legal fees 100 total 1,238”

Form 990-ez, Part III, Line 31

“Other support included: media support 404 other support 1,059”

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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0DANA WOOD
IRS990EZ/BooksInCareOfDetail/PhoneNum05072542625
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02425 11TH AVE SE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ROCHESTER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd055904
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt020689
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt023229
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt04813
IRS990EZ/CostOfGoodsSoldAmt011966
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02540
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt020689
IRS990EZ/Form990TotalAssetsGrp/EOYAmt023229
IRS990EZ/FundraisingGrossIncomeAmt021915
IRS990EZ/GrantsAndSimilarAmountsPaidAmt010957
IRS990EZ/GrossProfitLossSlsOfInvntryAmt02918
IRS990EZ/GrossReceiptsAmt041612
IRS990EZ/GrossSalesOfInventoryAmt014884
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt020689
IRS990EZ/NetAssetsOrFundBalancesEOYAmt023229
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt020689
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt023229
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAMES THOMPSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KARI OSTERGARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JAN FIERRO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DANA WOOD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01238
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROGRAMS AND SUPPORT FOR STUDENTS AND STAFF AT WILLOW CREEK MIDDLE SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED TECHNOLOGY AT THE MIDDLE SCHOOL FOR THE STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDED SUPPORT TO THE WILLOW CREEK STAFF.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PROVIDED SUPPORT TO THE GIFTED STUDENTS PROGRAMS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3OTHER SUPPORT INCLUDED: MEDIA SUPPORT 404 OTHER SUPPORT 1,059
IRS990EZ/ProgramSrvcAccomplishmentGrp/ForeignGrantsInd0X
IRS990EZ/ProgramSrvcAccomplishmentGrp/ForeignGrantsInd1X
IRS990EZ/ProgramSrvcAccomplishmentGrp/ForeignGrantsInd2X
IRS990EZ/ProgramSrvcAccomplishmentGrp/ForeignGrantsInd3X
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt07106
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt11198
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt21190
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt31463
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt07106
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11198
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21190
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt31463
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt014911
IRS990EZ/SpecialEventsNetIncomeLossAmt07004
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt012195
IRS990EZ/TotalProgramServiceExpensesAmt010957
IRS990EZ/TotalRevenueAmt014735
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WILLOW.ROCHESTER.K12.MN.US/RESOURCES/P
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04813
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt09646
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt08565
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt06722
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02609
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt032355
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt036799
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt040026
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt041505
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt048732
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt048255
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0215317
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearAmt08922
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus1YearAmt011944
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus2YearsAmt013672
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt034538
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.87760
IRS990ScheduleA/PublicSupportPY509Pct00.90820
IRS990ScheduleA/PublicSupportTotal509Amt0247672
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt041612
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt049672
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt050070
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt055454
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt050864
IRS990ScheduleA/Total509Grp/TotalAmt0247672
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt050534
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt061616
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt063742
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt055454
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt050864
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0282210
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt010560
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0MAGAZINE SALES
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt017476
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt017476
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt017476
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt017476
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt06916
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt010560
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt010560
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt07,106 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE EXPENSE 52 INSURANCE 65 DUES 244 BOARD EXPENSE 81 TAX PREPARATION 645 BANK FEES 51 LEGAL FEES 100 TOTAL 1,238
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OTHER SUPPORT INCLUDED: MEDIA SUPPORT 404 OTHER SUPPORT 1,059
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DANA WOOD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05072542625
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-01-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLOW CREEK MIDDLE SCHOOL PTSA
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0411386112
ReturnHeader/Filer/PhoneNum05072542625
ReturnHeader/Filer/USAddress/AddressLine1Txt02425 11TH AVENUE SE
ReturnHeader/Filer/USAddress/CityNm0ROCHESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055904
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471153893
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NIETZ & EVERSMAN LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02212 2ND ST SW
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROCHESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0559020824
ReturnHeader/PreparerPersonGrp/PhoneNum05072850398
ReturnHeader/PreparerPersonGrp/PreparationDt02016-01-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM A NIETZ
ReturnHeader/ReturnTs02016-01-22T09:59:23-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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