Civic Intelligence

Willow Creek Middle Ptsa

990EZ • Fiscal year 2015 • EIN 41-1386112

Jul 01, 2014 to Jun 30, 2015 • Filed on Jan 22, 2016

Organization ProfileWILLOW.ROCHESTER.K12.MN.US/RESOURCES/P
2425 11th Avenue SERochester, MN 55904

(507) 254-2625

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

74th percentile

17%

Higher net margin than 74% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

65th percentile

12%

Faster asset growth than 65% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

15th percentile

-35%

Faster revenue growth than 15% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$23,229

Up $2,540 (+12%) from 2014

Net Assets

Up

$23,229

Up $2,540 (+12%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin74th percentile

Revenue

Down

$14,735

Down $7,855 (-35%) from 2014

Expenses

Down

$12,195

Down $7,313 (-37%) from 2014

Net Income

Down

$2,540

Down $542 (-18%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$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

2015

Assets$23,229
Liabilities$0
Net Assets$23,229
Open 2015 Filing

Operations Trend

Revenue Growth15th percentile

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$14,735
Expenses$12,195
Net Income$2,540
Open 2015 Filing
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 Pay75th 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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,229
Liabilities
$0
Net assets
$23,229
Revenue
$14,735
Expenses
$12,195
Net income
$2,540
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