Civic Intelligence

John Adams Ptsa PTA Minnesota Congress

EIN 41-1623342 • 501(c)3 • Rochester, MN

Profile

Promote positive school environment

4204 Stoneham Ln NWRochester, MN 55901

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

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

Liabilities / Revenue

62nd percentile

0.00x

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

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

Net Margin

82nd percentile

32%

Higher net margin than 82% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

86th percentile

49%

Faster asset growth than 86% of similar nonprofits.

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

Revenue Growth

74th percentile

24%

Faster revenue growth than 74% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$7,180

Up $2,376 (+49%) from 2016

Liabilities

Flat

$0

Flat from 2016

Net Assets

Up

$7,180

Up $2,376 (+49%) from 2016

Operations
Liabilities / Revenue62nd percentileNet Margin82nd percentile

Revenue

Up

$7,456

Up $1,446 (+24%) from 2016

Expenses

Up

$5,080

Up $193 (+3.9%) from 2016

Net Income

Up

$2,376

Up $1,253 (+112%) from 2016

Trend Graphs

Balance Sheet Trend

Asset Growth86th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0K$6.0K$4.0K$2.0K$0Assets 2011: $6,022Net Assets 2011: $6,0222011Assets 2012: $5,345Net Assets 2012: $5,3452012Assets 2013: $6,082Liabilities 2013: $0Net Assets 2013: $6,0822013Assets 2014: $4,251Liabilities 2014: $0Net Assets 2014: $4,2512014Assets 2015: $3,682Liabilities 2015: $0Net Assets 2015: $3,6822015Assets 2016: $4,804Liabilities 2016: $0Net Assets 2016: $4,8042016Assets 2017: $7,180Liabilities 2017: $0Net Assets 2017: $7,1802017

Highlighted filing

2017

Assets$7,180
Liabilities$0
Net Assets$7,180
Open 2017 Filing

Operations Trend

Revenue Growth74th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30K$20K$10K$0-$10KRevenue 2011: $17,959Expenses 2011: $18,639Net Income 2011: -$6802011Revenue 2012: $22,469Expenses 2012: $23,146Net Income 2012: -$6772012Revenue 2013: $21,984Expenses 2013: $21,247Net Income 2013: $7372013Revenue 2014: $10,523Expenses 2014: $12,354Net Income 2014: -$1,8312014Revenue 2015: $2,414Expenses 2015: $2,983Net Income 2015: -$5692015Revenue 2016: $6,010Expenses 2016: $4,887Net Income 2016: $1,1232016Revenue 2017: $7,456Expenses 2017: $5,080Net Income 2017: $2,3762017

Highlighted filing

2017

Revenue$7,456
Expenses$5,080
Net Income$2,376
Open 2017 Filing

Filings

Most recent year

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

Open filing
Assets
$7,180
Liabilities
$0
Net assets
$7,180
Revenue
$7,456
Expenses
$5,080
Net income
$2,376
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$7.18$0.00$7.18$7.46$5.08$2.38
2016Detailed filing. Detailed filing data is available for this year.$4.80$0.00$4.80$6.01$4.89$1.12
2015Detailed filing. Detailed filing data is available for this year.$3.68$0.00$3.68$2.41$2.98$0.57
2014Detailed filing. Detailed filing data is available for this year.$4.25$0.00$4.25$10.5$12.4$1.83
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.08$0.00$6.08$22.0$21.2$0.74
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.35$5.35$22.5$23.1$0.68
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.02$6.02$18.0$18.6$0.68
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jul 31, 2017
Return Version
2016v3.0
Gross Receipts
$24,978
Mission and Program Overview

Mission

Promote positive school environment

Program Services

DescriptionGrantsExpenses
PROVIDE FUNDING FOR THE PROMOTION OF STUDENT EDUCATION ACTIVITIES INCLUDING FIELDTRIPS, PROGRAMS AND EDUCATION MATERIALS FOR APPROXIMATELY 1,100 STUDENTS$4,381$4,381
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROSS BERGERSONPresident-$0--
ANDREA SZTAJNKRYCERVice President-$0--
JENNIFER DAVIDSONTreasurer-$0--
JEN ELLEFSONSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundraiser$13,360$13,360$8,057$5,303
Book Fair$6,386$6,386$6,454$-68
Total Events$19,746$19,746$14,511$5,235
Filing and Contact Details

Filer

Filer Name
John Adams Ptsa Pta Minnesota Congress
EIN
41-1623342
Phone
5072814731
Address
4204 STONEHAM LN NW, ROCHESTER, MN 55901

Signing Officer

Name
Jennifer Davidson
Title
Treasurer
Phone
5072814731
Signed
2017-07-31
Discuss with paid preparer
Yes

Preparer

Firm
Thomas M Cummings CPA
Address
3135A SUPERIOR DR NW, ROCHESTER, MN 55901
Preparer
Thomas Cummings CPA
Phone
5072812655
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

“Support provided to john adams middle school; support; john adams middle school: 1525 31st street nw”

Form 990EZ, Part I, Line 16

“INSURANCE 240.”

Raw XML Appendix164 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/PersonNm0JENNIFER DAVIDSON
IRS990EZ/BooksInCareOfDetail/PhoneNum05072029864
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04204 STONEHAM LN NW
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ROCHESTER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd055901
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt04804
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt07180
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02376
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0150
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt04804
IRS990EZ/Form990TotalAssetsGrp/EOYAmt07180
IRS990EZ/FundraisingGrossIncomeAmt024303
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt04381
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt024978
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0675
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt04804
IRS990EZ/NetAssetsOrFundBalancesEOYAmt07180
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt04804
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt07180
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROSS BERGERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANDREA SZTAJNKRYCER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JENNIFER DAVIDSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JEN ELLEFSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0240
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE POSITIVE SCHOOL ENVIRONMENT
IRS990EZ/PrintingPublicationsPostageAmt0309
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE FUNDING FOR THE PROMOTION OF STUDENT EDUCATION ACTIVITIES INCLUDING FIELDTRIPS, PROGRAMS AND EDUCATION MATERIALS FOR APPROXIMATELY 1,100 STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt04381
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04381
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt017522
IRS990EZ/SpecialEventsNetIncomeLossAmt06781
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt05080
IRS990EZ/TotalProgramServiceExpensesAmt04381
IRS990EZ/TotalRevenueAmt07456
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0675
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01275
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02340
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03516
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt05315
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt013121
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt024303
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt016897
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt05334
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt020417
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt041612
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0108563
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0121684
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt024978
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt018172
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt07674
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt023933
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt046927
IRS990ScheduleA/Total509Grp/TotalAmt0121684
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0121684
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt014511
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FALL FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt013360
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt06386
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt019746
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt013360
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt06386
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt019746
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt05235
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt014511
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt08057
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt06454
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SUPPORT PROVIDED TO JOHN ADAMS MIDDLE SCHOOL; SUPPORT; JOHN ADAMS MIDDLE SCHOOL: 1525 31ST STREET NW
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INSURANCE 240.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER DAVIDSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05072814731
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOHN ADAMS PTSA PTA MINNESOTA CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0411623342
ReturnHeader/Filer/PhoneNum05072814731
ReturnHeader/Filer/USAddress/AddressLine1Txt04204 STONEHAM LN NW
ReturnHeader/Filer/USAddress/CityNm0ROCHESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055901
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06F6989BBA4BACAC75F483FB04A3E1223E9CD8CB6
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06F6989BBA4BACAC75F483FB04A3E1223E9CD8CB6
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.159.194.162
ReturnHeader/FilingSecurityInformation/IPDt02017-07-19
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm009:59:01
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THOMAS M CUMMINGS CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03135A SUPERIOR DR NW
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROCHESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055901
ReturnHeader/PreparerPersonGrp/PhoneNum05072812655
ReturnHeader/PreparerPersonGrp/PreparationDt02017-07-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS CUMMINGS CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-07-19T09:59:15-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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