Royal Oaks PTA

990EZ • Fiscal year 2014 • EIN 41-1495472

Jul 01, 2013 to Jun 30, 2014 • Filed on Sep 17, 2014

Organization Profile WWW.ROMS-PTA.COM

7335 Steepleview RoadWoodbury, MN 55125

(651) 714-9671

Siviq Scores

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

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

17%

Higher net margin than 73% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

18%

Faster asset growth than 70% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

18%

Faster revenue growth than 70% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet

Liabilities / Assets55th percentile

Assets

$33,573

Up $5,172 (+18%) from 2013

Net Assets

$33,573

Up $5,172 (+18%) from 2013

Liabilities

Flat

Flat from 2013

Revenue And Expenses

Liabilities / Revenue55th percentile Net Margin73rd percentile

Revenue

$31,327

Up $4,732 (+18%) from 2013

Expenses

$26,155

Up $9,346 (+56%) from 2013

Net Income

Down

$5,172

Down $4,614 (-47%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

Highlighted filing

2014

Assets$33,573

Liabilities$0

Net Assets$33,573

Open 2014 Filing

Operations Trend

Revenue Growth70th percentile

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

Highlighted filing

2014

Revenue$31,327

Expenses$26,155

Net Income$5,172

Open 2014 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2013 to Jun 30, 2014
Signed: Sep 17, 2014
Return Version: 2013v3.1
Gross Receipts: $31,327

Mission and Program Overview

Mission

ELEMENTARY EDUCATION

Program Services

Description	Grants	Expenses
CONTRIBUTIONS TO ROYAL OAKS ELEMENTARY FOR CLASSROOMS AND PROGRAM EXPENSES BENEFITS ALL STUDENTS	-	$17,874
RESOURCES AND BOOKS FOR LIBRARY AND READING SEPCIALISTS ART SUPPLIES FOR ART PROGRAM MAGAZINES AND SCHOLASITC NEWS FOR RESEARCH AND CURENT EVENTS BENEFITS ALL STUDENTS	-	$5,482
COMPAS RESIDENCY PROGRAM 5TH GRADE SUDENTS BENEFET FROM THIS SPECIALLY SELECTED WRITING PROGRAM	-	$1,850

Compensation and Service Providers

Top Officer Pay74th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
CHRIS HACKER	Treasurer	-	$0	-	-
CARLA TOENJES	President	-	$0	-	-
ANN MARIE GESSNER	Secretary	-	$0	-	-

Filing and Contact Details

Filer

EIN: 41-1495472

Signing Officer

Name: Chris Hacker
Title: Treasurer
Phone: 6517149671
Signed: 2014-09-17
Discuss with paid preparer: No

Preparer

Preparer: Curt Swanson
Phone: 6517380813

Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountinsurance 277tax preparation 475programs 25,206bank charges 197”

Other program services Part III line 31

“Other educational program services”

Raw XML Appendix156 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/BooksInCareOfDetail/PersonNm	0	CHRIS HACKER
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	6517149671
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1	0	7335 STEEPLEVIEW ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/City	0	WOODBURY
IRS990EZ/BooksInCareOfDetail/USAddress/State	0	MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode	0	55125
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	28401
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	33573
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	false
IRS990EZ/DonorAdvisedFndsInd	0	false
IRS990EZ/EngagedInExcessBenefitTransInd	0	false
IRS990EZ/ExcessOrDeficitForYearAmt	0	5172
IRS990EZ/FiledScheduleAInd	0	true
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form1120PolFiledInd	0	false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	28401
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	33573
IRS990EZ/FundraisingGrossIncomeAmt	0	18139
IRS990EZ/GrossReceiptsAmt	0	31327
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InvestmentIncomeAmt	0	7
IRS990EZ/LandAndBuildingsGrp/BOYAmt	0	0
IRS990EZ/LandAndBuildingsGrp/EOYAmt	0	0
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	28401
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	33573
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	28401
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	33573
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	0.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	2.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	2.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	CHRIS HACKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	CARLA TOENJES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	ANN MARIE GESSNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	SECRETARY
IRS990EZ/OperateHospitalInd	0	false
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	false
IRS990EZ/OrganizationHadUBIInd	0	false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt	0	0
IRS990EZ/OtherAssetsTotalDetail/EOYAmt	0	0
IRS990EZ/OtherExpensesTotalAmt	0	26155
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	false
IRS990EZ/PrimaryExemptPurposeTxt	0	ELEMENTARY EDUCATION
IRS990EZ/ProgramServiceRevenueAmt	0	13181
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	CONTRIBUTIONS TO ROYAL OAKS ELEMENTARY FOR CLASSROOMS AND PROGRAM EXPENSES BENEFITS ALL STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	1	RESOURCES AND BOOKS FOR LIBRARY AND READING SEPCIALISTS ART SUPPLIES FOR ART PROGRAM MAGAZINES AND SCHOLASITC NEWS FOR RESEARCH AND CURENT EVENTS BENEFITS ALL STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	2	COMPAS RESIDENCY PROGRAM 5TH GRADE SUDENTS BENEFET FROM THIS SPECIALLY SELECTED WRITING PROGRAM
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	17874
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	1	5482
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	2	1850
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/SchoolOperatingInd	0	false
IRS990EZ/SpecialEventsNetIncomeLossAmt	0	18139
IRS990EZ/StatesWhereCopyOfReturnIsFldCd	0	MN
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt	0	0
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TotalExpensesAmt	0	26155
IRS990EZ/TotalProgramServiceExpensesAmt	0	25206
IRS990EZ/TotalRevenueAmt	0	31327
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/TypeOfOrganizationCorpInd	0	X
IRS990EZ/WebsiteAddressTxt	0	HTTP://WWW.ROMS-PTA.COM/
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt	0	13181
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt	0	10392
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt	0	10133
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt	0	28262
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt	0	13282
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt	0	75250
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt	0	7
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt	0	2
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt	0	4
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt	0	6
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt	0	10
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt	0	29
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt	0	18139
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt	0	16201
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt	0	22785
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt	0	22554
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt	0	8795
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt	0	88474
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt	0	7
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt	0	2
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt	0	4
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt	0	6
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt	0	10
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt	0	29
IRS990ScheduleA/InvestmentIncomeCYPct	0	0.00020
IRS990ScheduleA/PubliclySupportedOrg509a2Ind	0	X
IRS990ScheduleA/PublicSupportCY509Pct	0	0.99980
IRS990ScheduleA/PublicSupportPY509Pct	0	0.99980
IRS990ScheduleA/PublicSupportTotal509Amt	0	163724
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind	0	X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt	0	31320
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt	0	26593
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt	0	32918
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt	0	50816
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt	0	22077
IRS990ScheduleA/Total509Grp/TotalAmt	0	163724
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt	0	31327
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt	0	26595
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt	0	32922
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt	0	50822
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt	0	22087
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt	0	163753
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt	0	BOOKFAIR
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	DESCRIPTION AMOUNTINSURANCE 277TAX PREPARATION 475PROGRAMS 25,206BANK CHARGES 197
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	OTHER EDUCATIONAL PROGRAM SERVICES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	Other program services Part III line 31
ReturnHeader/BuildTS	0	2015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	false
ReturnHeader/BusinessOfficerGrp/PersonNm	0	CHRIS HACKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	6517149671
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2014-09-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	PTA MINNESOTA CONGRESS ROYAL OAKS
ReturnHeader/Filer/BusinessNameControlTxt	0	PTAM
ReturnHeader/Filer/EIN	0	411495472
ReturnHeader/Filer/USAddress/AddressLine1	0	7335 STEEPLEVIEW ROAD
ReturnHeader/Filer/USAddress/City	0	WOODBURY
ReturnHeader/Filer/USAddress/State	0	MN
ReturnHeader/Filer/USAddress/ZIPCode	0	55125
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	203596523
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1	0	Genesis Financial and Tax Solutions
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1	0	1687 Woodlane Drive Suite 104
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City	0	Woodbury
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State	0	MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode	0	55125
ReturnHeader/PreparerPersonGrp/PhoneNum	0	6517380813
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2014-09-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Curt Swanson
ReturnHeader/ReturnTs	0	2014-09-22T16:30:12-05:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2013-07-01
ReturnHeader/TaxPeriodEndDt	0	2014-06-30
ReturnHeader/TaxYr	0	2013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $33,573
Liabilities: $0
Net assets: $33,573
Revenue: $31,327
Expenses: $26,155
Net income: $5,172

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2018Detailed filing. Detailed filing data is available for this year.	$62.5	$16.4	$46.0	$50.9	$53.5	$2.63
2017Detailed filing. Detailed filing data is available for this year.	$48.7	$0.00	$48.7	$51.4	$51.9	$0.51
2016Detailed filing. Detailed filing data is available for this year.	$49.2	$0.00	$49.2	$33.6	$26.1	$7.50
2015Detailed filing. Detailed filing data is available for this year.	$41.5	$0.00	$41.5	$32.1	$24.2	$7.96
2014Detailed filing. Detailed filing data is available for this year.	$33.6	$0.00	$33.6	$31.3	$26.2	$5.17
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.	$28.4	$0.00	$28.4	$26.6	$16.8	$9.79
2012Summary only. Only limited summary data is available for this year.	$18.6	$0.00		$32.9	$32.7	$0.20
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.	$18.4	$0.00	$18.4	$50.8	$55.0	$4.21