Civic Intelligence

Royal Oaks PTA

990EZ • Fiscal year 2016 • EIN 41-1495472

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 10, 2016

Organization ProfileWWW.ROMS-PTA.COM
7335 Steepleview RoadWoodbury, MN 55125

(612) 532-2216

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

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

Liabilities / Revenue

55th percentile

0.00x

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

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

Net Margin

79th percentile

22%

Higher net margin than 79% of similar nonprofits.

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

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.

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

Asset Growth

71st percentile

18%

Faster asset growth than 71% of similar nonprofits.

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

Revenue Growth

56th percentile

4.5%

Faster revenue growth than 56% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$49,176

Up $7,647 (+18%) from 2015

Net Assets

Up

$49,176

Up $7,647 (+18%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin79th percentile

Revenue

Up

$33,564

Up $1,430 (+4.5%) from 2015

Expenses

Up

$26,065

Up $1,887 (+7.8%) from 2015

Net Income

Down

$7,499

Down $457 (-5.7%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth71st 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

2016

Assets$49,176
Liabilities$0
Net Assets$49,176
Open 2016 Filing

Operations Trend

Revenue Growth56th 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

2016

Revenue$33,564
Expenses$26,065
Net Income$7,499
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 10, 2016
Return Version
2015v2.1
Gross Receipts
$33,564
Mission and Program Overview

Mission

ELEMENTARY EDUCATION

Program Services

DescriptionGrantsExpenses
CONTRIBUTIONS TO ROYAL OAKS ELEMENTARY FOR CLASSROOMS AND PROGRAM EXPENSES BENEFITS ALL STUDENTS--
RESOURCES AND BOOKS FOR LIBRARY AND READING SPECIALTIES ART SUPPLIES FOR ART PROGRAM MAGAZINES AND SCHOLASTIC NEWS FOR RESEARCH AND CURRENT EVENTS BENEFITS ALL STUDENTS--
COMPAS RESIDENCY PROGRAM 5TH GRADE STUDENTS BENEFIT FROM THIS SPECIALLY SELECTED WRITING PROGRAM--
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARLA TOENJESPresident-$0--
ANNEMARIE GESSNERSecretary-$0--
CHRIS HACKERTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Carnival$7,903$7,903-$7,903
Total Events$7,903$7,903-$7,903
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
Miquette Bethke
Title
Treasurer
Phone
6125322216
Signed
2016-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Gebhard and Giguere Ltd
Address
8645 EAGLE POINT BLVD SUITE B, LAKE ELMO, MN 55042
Preparer
Theresa Gebhard
Phone
6513286080
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountinsurance 277tax preparation 425programs 25,164bank charges 78printing and reproduction 96filing fees 25”

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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum06125322216
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WOODBURY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd055125
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt041677
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
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IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt026
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt041677
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CARLA TOENJES
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt026065
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ELEMENTARY EDUCATION
IRS990EZ/ProgramServiceRevenueAmt010268
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CONTRIBUTIONS TO ROYAL OAKS ELEMENTARY FOR CLASSROOMS AND PROGRAM EXPENSES BENEFITS ALL STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1RESOURCES AND BOOKS FOR LIBRARY AND READING SPECIALTIES ART SUPPLIES FOR ART PROGRAM MAGAZINES AND SCHOLASTIC NEWS FOR RESEARCH AND CURRENT EVENTS BENEFITS ALL STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2COMPAS RESIDENCY PROGRAM 5TH GRADE STUDENTS BENEFIT FROM THIS SPECIALLY SELECTED WRITING PROGRAM
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt023270
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt026065
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt033564
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ROMS-PTA.COM
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt010268
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt010795
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt013181
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt010392
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt010133
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt054769
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt026
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt06
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt07
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt039
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt023270
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt021333
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt018139
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt016201
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt022785
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0101728
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt026
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt06
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt07
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt039
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99980
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0156497
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt033538
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt032128
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt031320
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt026593
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt032918
IRS990ScheduleA/Total509Grp/TotalAmt0156497
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt033564
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt032134
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt031327
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt026593
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt032918
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0156536
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CARNIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt07903
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt07903
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt07903
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt07903
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt07903
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTINSURANCE 277TAX PREPARATION 425PROGRAMS 25,164BANK CHARGES 78PRINTING AND REPRODUCTION 96FILING FEES 25
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MIQUETTE BETHKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06125322216
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-10
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/PreparerFirmEIN0453591271
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GEBHARD AND GIGUERE LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08645 EAGLE POINT BLVD SUITE B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKE ELMO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055042
ReturnHeader/PreparerPersonGrp/PhoneNum06513286080
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THERESA GEBHARD
ReturnHeader/ReturnTs02016-11-15T10:25:58-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$49,176
Liabilities
$0
Net assets
$49,176
Revenue
$33,564
Expenses
$26,065
Net income
$7,499
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