Civic Intelligence

Royal Oaks PTA

990EZ • Fiscal year 2015 • EIN 41-1495472

Jul 01, 2014 to Jun 30, 2015 • Filed on Aug 26, 2015

Organization ProfileWWW.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.

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

81st percentile

25%

Higher net margin than 81% 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

74th percentile

24%

Faster asset growth than 74% of similar nonprofits.

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

Revenue Growth

53rd percentile

2.6%

Faster revenue growth than 53% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$41,529

Up $7,956 (+24%) from 2014

Net Assets

Up

$41,529

Up $7,956 (+24%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin81st percentile

Revenue

Up

$32,134

Up $807 (+2.6%) from 2014

Expenses

Down

$24,178

Down $1,977 (-7.6%) from 2014

Net Income

Up

$7,956

Up $2,784 (+54%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

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

$80K$60K$40K$20K$0Assets 2011: $18,419Liabilities 2011: $0Net Assets 2011: $18,4192011Assets 2012: $18,615Liabilities 2012: $02012Assets 2013: $28,401Liabilities 2013: $0Net Assets 2013: $28,4012013Assets 2014: $33,573Liabilities 2014: $0Net Assets 2014: $33,5732014Assets 2015: $41,529Liabilities 2015: $0Net Assets 2015: $41,5292015Assets 2016: $49,176Liabilities 2016: $0Net Assets 2016: $49,1762016Assets 2017: $48,662Liabilities 2017: $0Net Assets 2017: $48,6622017Assets 2018: $62,476Liabilities 2018: $16,446Net Assets 2018: $46,0302018

Highlighted filing

2015

Assets$41,529
Liabilities$0
Net Assets$41,529
Open 2015 Filing

Operations Trend

Revenue Growth53rd percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $50,822Expenses 2011: $55,031Net Income 2011: -$4,2092011Revenue 2012: $32,921Expenses 2012: $32,725Net Income 2012: $1962012Revenue 2013: $26,595Expenses 2013: $16,809Net Income 2013: $9,7862013Revenue 2014: $31,327Expenses 2014: $26,155Net Income 2014: $5,1722014Revenue 2015: $32,134Expenses 2015: $24,178Net Income 2015: $7,9562015Revenue 2016: $33,564Expenses 2016: $26,065Net Income 2016: $7,4992016Revenue 2017: $51,423Expenses 2017: $51,937Net Income 2017: -$5142017Revenue 2018: $50,904Expenses 2018: $53,536Net Income 2018: -$2,6322018

Highlighted filing

2015

Revenue$32,134
Expenses$24,178
Net Income$7,956
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Aug 26, 2015
Return Version
2014v5.0
Gross Receipts
$32,134
Mission and Program Overview

Mission

ELEMENTARY EDUCATION

Program Services

DescriptionGrantsExpenses
CONTRIBUTIONS TO ROYAL OAKS ELEMENTARY FOR CLASSROOMS AND PROGRAM EXPENSES BENEFITS ALL STUDENTS-$20,092
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-$3,360
COMPAS RESIDENCY PROGRAM 5TH GRADE SUDENTS BENEFET FROM THIS SPECIALLY SELECTED WRITING PROGRAM--
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEFF EISENBERGTreasurer-$0--
TERI SHAFFERPresident-$0--
LISA LIUSecretary-$0--
CHERYL FOSSANO1st VP-$0--
KERRY DERMINER2nd VP-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Bookfair----
Filing and Contact Details

Filer

Filer Name
Pta Minnesota Congress Royal Oaks
EIN
41-1495472
Address
7335 STEEPLEVIEW ROAD, WOODBURY, MN 55125

Signing Officer

Name
Jeff Eisenberg
Title
Treasurer
Phone
6517149671
Signed
2015-08-26
Discuss with paid preparer
No

Preparer

Firm
Genesis Financial and Tax Solutions
Address
1687 Woodlane Drive Suite 104, Woodbury, MN 55125
Preparer
Curt Swanson
Phone
6517380813
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountinsurance 277tax preparation 425programs 23,452bank charges 24”

Other program services Part III line 31

“Other educational program services”

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
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IRS990EZ/BooksInCareOfDetail/PersonNm0JEFF EISENBERG
IRS990EZ/BooksInCareOfDetail/PhoneNum06517149671
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt07335 STEEPLEVIEW ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WOODBURY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd055125
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt033573
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt041529
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07956
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt033573
IRS990EZ/Form990TotalAssetsGrp/EOYAmt041529
IRS990EZ/FundraisingGrossIncomeAmt021333
IRS990EZ/GrossReceiptsAmt032134
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt06
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt033573
IRS990EZ/NetAssetsOrFundBalancesEOYAmt041529
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt033573
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt041529
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JEFF EISENBERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TERI SHAFFER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LISA LIU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHERYL FOSSANO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KERRY DERMINER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt31ST VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt42ND VP
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt024178
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ELEMENTARY EDUCATION
IRS990EZ/ProgramServiceRevenueAmt010795
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CONTRIBUTIONS TO ROYAL OAKS ELEMENTARY FOR CLASSROOMS AND PROGRAM EXPENSES BENEFITS ALL STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1RESOURCES 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/DescriptionProgramSrvcAccomTxt2COMPAS RESIDENCY PROGRAM 5TH GRADE SUDENTS BENEFET FROM THIS SPECIALLY SELECTED WRITING PROGRAM
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt020092
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13360
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt021333
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt024178
IRS990EZ/TotalProgramServiceExpensesAmt023452
IRS990EZ/TotalRevenueAmt032134
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://WWW.ROMS-PTA.COM/
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt010795
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt013181
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt010392
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt010133
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt028262
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt072763
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt06
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt07
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt06
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt025
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt021333
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt018139
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt016201
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt022785
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt022554
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0101012
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt06
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt07
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt06
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt025
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0173775
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt032128
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt031320
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt026593
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt032918
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt050816
IRS990ScheduleA/Total509Grp/TotalAmt0173775
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt032134
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt031327
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt026595
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt032922
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt050822
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0173800
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BOOKFAIR
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTINSURANCE 277TAX PREPARATION 425PROGRAMS 23,452BANK CHARGES 24
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OTHER EDUCATIONAL PROGRAM SERVICES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other program services Part III line 31
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFF EISENBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06517149671
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA MINNESOTA CONGRESS ROYAL OAKS
ReturnHeader/Filer/BusinessNameControlTxt0PTAM
ReturnHeader/Filer/EIN0411495472
ReturnHeader/Filer/USAddress/AddressLine1Txt07335 STEEPLEVIEW ROAD
ReturnHeader/Filer/USAddress/CityNm0WOODBURY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055125
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203596523
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Genesis Financial and Tax Solutions
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01687 Woodlane Drive Suite 104
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Woodbury
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055125
ReturnHeader/PreparerPersonGrp/PhoneNum06517380813
ReturnHeader/PreparerPersonGrp/PreparationDt02015-09-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Curt Swanson
ReturnHeader/ReturnTs02015-09-02T15:38:58-05:00
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
$41,529
Liabilities
$0
Net assets
$41,529
Revenue
$32,134
Expenses
$24,178
Net income
$7,956
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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