Civic Intelligence

Royal Oaks PTA

990EZ • Fiscal year 2017 • EIN 41-1495472

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 07, 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

38th percentile

-1.0%

Higher net margin than 38% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

42nd percentile

-1.0%

Faster asset growth than 42% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

86th percentile

53%

Faster revenue growth than 86% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$48,662

Down $514 (-1.0%) from 2016

Net Assets

Down

$48,662

Down $514 (-1.0%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin38th percentile

Revenue

Up

$51,423

Up $17,859 (+53%) from 2016

Expenses

Up

$51,937

Up $25,872 (+99%) from 2016

Net Income

Down

-$514

Down $8,013 (-107%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth42nd 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

2017

Assets$48,662
Liabilities$0
Net Assets$48,662
Open 2017 Filing

Operations Trend

Revenue Growth86th 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

2017

Revenue$51,423
Expenses$51,937
Net Income-$514
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 7, 2017
Return Version
2016v3.0
Gross Receipts
$51,423
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 Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLYN MCDANOLDPresident-$0--
HOLLY JOHNSONSecretary-$0--
MIQUETTE BETHKETreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Silent Aucti$6,144$6,144-$6,144
Carnival$5,649$5,649-$5,649
Total Events$11,793$11,793-$11,793
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
6517149671
Signed
2017-11-07
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 revenue Part I line 8

“Description amountgift cards 300”

Description of other expenses Part I line 16

“Description amountinsurance 277tax preparation 724programs 50,574bank charges 23printing and reproduction 170office supplies 158postage 11”

Raw XML Appendix171 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/PersonNm0MIQUETTE BETHKE
IRS990EZ/BooksInCareOfDetail/PhoneNum06125322216
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt07335 STEEPLEVIEW ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WOODBURY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd055125
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt049176
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt048662
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-514
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt049176
IRS990EZ/Form990TotalAssetsGrp/EOYAmt048662
IRS990EZ/FundraisingGrossIncomeAmt039906
IRS990EZ/GrossReceiptsAmt051423
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt038
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt011179
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt049176
IRS990EZ/NetAssetsOrFundBalancesEOYAmt048662
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt049176
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt048662
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHARLYN MCDANOLD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1HOLLY JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MIQUETTE BETHKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt051937
IRS990EZ/OtherRevenueTotalAmt0300
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ELEMENTARY EDUCATION
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/SpecialEventsNetIncomeLossAmt039906
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt051937
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt051423
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ROMS-PTA.COM
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt011179
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt010268
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt010795
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt013181
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt010392
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt055815
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt038
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt026
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt06
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt07
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt077
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt039906
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt023270
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt021333
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt018139
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt016201
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0118849
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt038
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt026
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt06
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt07
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt077
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99960
IRS990ScheduleA/PublicSupportPY509Pct00.99980
IRS990ScheduleA/PublicSupportTotal509Amt0174664
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt051085
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt033538
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt032128
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt031320
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt026593
IRS990ScheduleA/Total509Grp/TotalAmt0174664
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt051123
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt033564
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt032134
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt031327
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt026593
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0174741
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CARNIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SILENT AUCTI
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt05649
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt06144
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt011793
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt05649
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt06144
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt011793
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt011793
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTGIFT CARDS 300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTINSURANCE 277TAX PREPARATION 724PROGRAMS 50,574BANK CHARGES 23PRINTING AND REPRODUCTION 170OFFICE SUPPLIES 158POSTAGE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description 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/PhoneNum06517149671
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-07
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0C0BAF0376EF3A270EB57B9EF22C1AB36D0FEFC3C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C0BAF0376EF3A270EB57B9EF22C1AB36D0FEFC3C
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId04167612017317bmoeoj1
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-11-13
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.93.239.125
ReturnHeader/FilingSecurityInformation/IPDt02017-11-13
ReturnHeader/FilingSecurityInformation/IPTm014:56:47
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/PreparationDt02017-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THERESA GEBHARD
ReturnHeader/ReturnTs02017-11-13T14:32:28-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$48,662
Liabilities
$0
Net assets
$48,662
Revenue
$51,423
Expenses
$51,937
Net income
-$514
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