Civic Intelligence

Bamber Valley Elementry School PTA

990EZ • Fiscal year 2020 • EIN 41-1577003

Jul 01, 2019 to Jun 30, 2020 • Filed on May 05, 2020

Organization ProfileBAMBERVALLEYPTA.BLOGSPOT.COM
2001 Bamber Valley Road SWRochester, MN 55902

(507) 328-3030

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

90th percentile

55%

Higher net margin than 90% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

88th percentile

104%

Faster asset growth than 88% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

41st percentile

-23%

Faster revenue growth than 41% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$54,592

Up $27,854 (+104%) from 2019

Net Assets

$54,592

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin90th percentile

Revenue

Down

$50,304

Down $15,332 (-23%) from 2019

Expenses

Down

$22,450

Down $8,146 (-27%) from 2019

Net Income

Down

$27,854

Down $7,186 (-21%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

$100K$50K$0Assets 2011: $34,451Liabilities 2011: $02011Assets 2012: $38,425Liabilities 2012: $02012Assets 2013: $25,166Liabilities 2013: $02013Assets 2014: $35,144Liabilities 2014: $02014Assets 2015: $44,840Liabilities 2015: $02015Assets 2016: $58,671Liabilities 2016: $02016Assets 2017: $53,656Liabilities 2017: $02017Assets 2018: $33,243Liabilities 2018: $02018Assets 2019: $26,738Liabilities 2019: $02019Assets 2020: $54,592Liabilities 2020: $0Net Assets 2020: $54,5922020Assets 2021: $42,032Liabilities 2021: $0Net Assets 2021: $42,0322021Assets 2022: $35,367Liabilities 2022: $0Net Assets 2022: $35,3672022Assets 2023: $68,533Liabilities 2023: $0Net Assets 2023: $68,5332023Assets 2024: $65,362Liabilities 2024: $0Net Assets 2024: $65,3622024Assets 2025: $84,427Liabilities 2025: $0Net Assets 2025: $84,4272025

Highlighted filing

2020

Assets$54,592
Liabilities$0
Net Assets$54,592
Open 2020 Filing

Operations Trend

Revenue Growth41st percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2011: $44,303Expenses 2011: $39,097Net Income 2011: $5,2062011Revenue 2012: $41,402Expenses 2012: $37,428Net Income 2012: $3,9742012Revenue 2013: $37,547Expenses 2013: $50,806Net Income 2013: -$13,2592013Revenue 2014: $46,453Expenses 2014: $36,475Net Income 2014: $9,9782014Revenue 2015: $35,996Expenses 2015: $26,300Net Income 2015: $9,6962015Revenue 2016: $41,746Expenses 2016: $27,915Net Income 2016: $13,8312016Revenue 2017: $20,142Expenses 2017: $25,157Net Income 2017: -$5,0152017Revenue 2018: $35,070Expenses 2018: $38,197Net Income 2018: -$3,1272018Revenue 2019: $65,636Expenses 2019: $30,596Net Income 2019: $35,0402019Revenue 2020: $50,304Expenses 2020: $22,450Net Income 2020: $27,8542020Revenue 2021: $7,912Expenses 2021: $20,472Net Income 2021: -$12,5602021Revenue 2022: $23,702Expenses 2022: $30,367Net Income 2022: -$6,6652022Revenue 2023: $38,100Expenses 2023: $14,886Net Income 2023: $23,2142023Revenue 2024: $22,160Expenses 2024: $25,012Net Income 2024: -$2,8522024Revenue 2025: $37,453Expenses 2025: $18,388Net Income 2025: $19,0652025

Highlighted filing

2020

Revenue$50,304
Expenses$22,450
Net Income$27,854
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 5, 2020
Return Version
2019v5.0
Gross Receipts
$70,339
Mission and Program Overview

Mission

Our mission is to make every child's potential a reality by engaging and empowering families and communities to advocate for all children. Every child. One voice.

Provide academic enhancement for approximately 900 students

Program Services

DescriptionGrantsExpenses
PROVIDES FIELD TRIPS, PROGRAMS & ACADEMIC ENHANCEMENTS FOR APPROXIMATELY 900 STUDENTS AT BAMBER VALLEY ELEMENTARY.-$20,257
SUPPORTS STAFF AT BAMBER VALLEY ELEMENTARY-$1,448
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRIS ANDERSONPresident-$0--
JULIE GRUPCZYNSKIVice Preside-$0--
MELANIE FILLMORETreasurer-$0--
CHARIE DIEHNCo-Secretary-$0--
LAURA MYHRECo-Secretary-$0--
VICKY CHENPast Preside-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Glow Run$29,039$29,039$1,794$27,245
Silent Auction/$23,416$23,416$4,333$19,083
Total Events$63,118$63,118$15,607$47,511
Filing and Contact Details

Filer

Filer Name
Pta-bamber Valley Elementary
EIN
41-1577003
Phone
5073283030
Address
2001 BAMBER VALLEY ROAD SW, ROCHESTER, MN 55902

Signing Officer

Name
Chris Anderson
Title
President
Phone
5073283030
Signed
2020-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Nietz Tax & Accounting LLC
Address
2020 2ND ST SW, ROCHESTER, MN 55902
Preparer
William a Nietz
Phone
5072850398
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office 745 student support 20,257 staff support 1,448 total 22,450”

Raw XML Appendix179 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/PersonNm0MELANIE FILLMORE
IRS990EZ/BooksInCareOfDetail/PhoneNum05073283030
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02001 BAMBER VALLEY ROAD SW
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ROCHESTER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd055902
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt026738
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt054592
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IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt063118
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0497
IRS990EZ/GrossReceiptsAmt070339
IRS990EZ/GrossSalesOfInventoryAmt04925
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt03
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01197
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt026738
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHRIS ANDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JULIE GRUPCZYNSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MELANIE FILLMORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHARIE DIEHN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LAURA MYHRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5VICKY CHEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CO-SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CO-SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PAST PRESIDE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt022450
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE ACADEMIC ENHANCEMENT FOR APPROXIMATELY 900 STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDES FIELD TRIPS, PROGRAMS & ACADEMIC ENHANCEMENTS FOR APPROXIMATELY 900 STUDENTS AT BAMBER VALLEY ELEMENTARY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SUPPORTS STAFF AT BAMBER VALLEY ELEMENTARY
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt020257
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11448
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt015607
IRS990EZ/SpecialEventsNetIncomeLossAmt047511
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt022450
IRS990EZ/TotalProgramServiceExpensesAmt021705
IRS990EZ/TotalRevenueAmt050304
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://BAMBERVALLEYPTA.BLOGSPOT.COM
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01096
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04539
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04139
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt05129
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt04800
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt019703
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt018
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01197
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt096668
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt058102
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt044469
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt077128
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0277564
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt018
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearAmt047008
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt047008
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.86340
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt0297267
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt02293
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0101207
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt062241
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt049598
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt081928
IRS990ScheduleA/Total509Grp/TotalAmt0297267
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt049304
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0101210
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt062244
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt049602
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt081933
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0344293
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt015607
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GLOW RUN
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SILENT AUCTION/
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt029039
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt023416
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt010663
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt029039
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt023416
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt010663
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt063118
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt047511
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt09480
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt015607
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01794
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt04333
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE 745 STUDENT SUPPORT 20,257 STAFF SUPPORT 1,448 TOTAL 22,450
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRIS ANDERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05073283030
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA-BAMBER VALLEY ELEMENTARY
ReturnHeader/Filer/BusinessNameControlTxt0PTA-
ReturnHeader/Filer/EIN0411577003
ReturnHeader/Filer/PhoneNum05073283030
ReturnHeader/Filer/USAddress/AddressLine1Txt02001 BAMBER VALLEY ROAD SW
ReturnHeader/Filer/USAddress/CityNm0ROCHESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055902
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0823893341
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NIETZ TAX & ACCOUNTING LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02020 2ND ST SW
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROCHESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055902
ReturnHeader/PreparerPersonGrp/PhoneNum05072850398
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM A NIETZ
ReturnHeader/ReturnTs02021-05-06T06:41:55-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$54,592
Liabilities
$0
Net assets
$54,592
Revenue
$50,304
Expenses
$22,450
Net income
$27,854
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$84.4$0.00$84.4$37.5$18.4$19.1
2024Detailed filing. Detailed filing data is available for this year.$65.4$0.00$65.4$22.2$25.0$2.85
2023Detailed filing. Detailed filing data is available for this year.$68.5$0.00$68.5$38.1$14.9$23.2
2022Detailed filing. Detailed filing data is available for this year.$35.4$0.00$35.4$23.7$30.4$6.67
2021Detailed filing. Detailed filing data is available for this year.$42.0$0.00$42.0$7.91$20.5$12.6
2020Detailed filing. Detailed filing data is available for this year.$54.6$0.00$54.6$50.3$22.5$27.9
2019Summary only. Only limited summary data is available for this year.$26.7$0.00$65.6$30.6$35.0
2018Summary only. Only limited summary data is available for this year.$33.2$0.00$35.1$38.2$3.13
2017Summary only. Only limited summary data is available for this year.$53.7$0.00$20.1$25.2$5.02
2016Summary only. Only limited summary data is available for this year.$58.7$0.00$41.7$27.9$13.8
2015Summary only. Only limited summary data is available for this year.$44.8$0.00$36.0$26.3$9.70
2014Summary only. Only limited summary data is available for this year.$35.1$0.00$46.5$36.5$9.98
2013Summary only. Only limited summary data is available for this year.$25.2$0.00$37.5$50.8$13.3
2012Summary only. Only limited summary data is available for this year.$38.4$0.00$41.4$37.4$3.97
2011Summary only. Only limited summary data is available for this year.$34.5$0.00$44.3$39.1$5.21