Civic Intelligence

Winona Middle School PTA

990EZ • Fiscal year 2014 • EIN 41-1663927

Aug 01, 2013 to Jul 31, 2014 • Filed on Jan 12, 2015

1570 Homer DrWinona, MN 55987

(507) 458-4464

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.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

96th percentile

76%

Higher net margin than 96% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

93rd percentile

131%

Faster asset growth than 93% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

24th percentile

-18%

Faster revenue growth than 24% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$48,966

Up $27,764 (+131%) from 2013

Net Assets

Up

$48,966

Up $27,764 (+131%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Down

$36,495

Down $8,267 (-18%) from 2013

Expenses

Down

$8,731

Down $32,677 (-79%) from 2013

Net Income

Up

$27,764

Up $24,410 (+728%) from 2013

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2011: $31,144Liabilities 2011: $0Net Assets 2011: $31,1442011Assets 2012: $17,848Liabilities 2012: $0Net Assets 2012: $17,8482012Assets 2013: $21,202Liabilities 2013: $0Net Assets 2013: $21,2022013Assets 2014: $48,966Liabilities 2014: $0Net Assets 2014: $48,9662014Assets 2015: $55,433Liabilities 2015: $0Net Assets 2015: $55,4332015Assets 2016: $79,505Liabilities 2016: $0Net Assets 2016: $79,5052016Assets 2017: $78,312Liabilities 2017: $0Net Assets 2017: $78,3122017

Highlighted filing

2014

Assets$48,966
Liabilities$0
Net Assets$48,966

Operations Trend

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

$80K$60K$40K$20K$0-$20KRevenue 2011: $37,742Expenses 2011: $44,906Net Income 2011: -$7,1642011Revenue 2012: $47,013Expenses 2012: $60,309Net Income 2012: -$13,2962012Revenue 2013: $44,762Expenses 2013: $41,408Net Income 2013: $3,3542013Revenue 2014: $36,495Expenses 2014: $8,731Net Income 2014: $27,7642014Revenue 2015: $36,885Expenses 2015: $30,418Net Income 2015: $6,4672015Revenue 2016: $37,372Expenses 2016: $13,300Net Income 2016: $24,0722016Revenue 2017: $40,273Expenses 2017: $41,466Net Income 2017: -$1,1932017

Highlighted filing

2014

Revenue$36,495
Expenses$8,731
Net Income$27,764
Jump To
Filing Snapshot
Filing Period
Aug 1, 2013 to Jul 31, 2014
Signed
Jan 12, 2015
Return Version
2013v4.0
Gross Receipts
$81,060
Mission and Program Overview

Mission

Child advocacy and education enhancement

Program Services

DescriptionGrantsExpenses
FIELD TRIPS TO VARIOUS EDUCATION SITES WERE TAKEN DURING THE SCHOOL YEAR WHERE APPOXIMATELY 956 STUDENTS BENEFIT.$0$4,272
ALL OTHER PROGRAM EXPENSES$0$1,792
CLASSROOM ENHANCEMENTS/EDUCATIONAL ACTIVITIES SUPPLIED WHERE APPOXIMATELY 956 STUDENTS BENEFIT.$0$969
SUPPORTED AFTER-SCHOOL ACTIVITIES AT THE MIDDLE SCHOOL WHERE APPROXIMATELY 956 STUDENTS BENEFIT.$0$867
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANNE SMITHPresident-$0--
AILEEN SWENSONMembership Chair-$0--
TENA KEENANTreasurer-$0--
Filing and Contact Details

Filer

EIN
41-1663927
Phone
5074584464

Signing Officer

Name
Linda Wencl
Title
President
Phone
5074503778
Signed
2015-01-12
Discuss with paid preparer
Yes

Preparer

Preparer
Cindy Brown
Phone
5074523100
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 1.

Form 990-ez, Part I, Line 7 - Sales of Inventory

Income: gross receipts: 80,543. Returns and allowances: 0. Less cost of goods sold: 44,565. Gross profit: 35,978. Cost of goods sold: inventory at beginning of year: 0. Merchandise purchased: 44,565. Cost of labor: 0. Materials and supplies: 0. Other costs: 0. Inventory at end of year: 0. Cost of goods sold: 44,565.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: field trips. Amount: 4,272. Description: classroom/teacher enhancement supplies. Amount: 969. Description: program supplies & expenses. Amount: 2,401. Description: liability insurance. Amount: 235. Description: miscellaneous admin expenses. Amount: 123. Description: administrative orientations and conferences. Amount: 223. Total to form 990-ez, line 16: 8,223.

Raw XML Appendix181 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine10TENA KEENAN
IRS990EZ/BooksInCareOfDetail/PhoneNum05074584464
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine101570 HOMER ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/City0WINONA
IRS990EZ/BooksInCareOfDetail/USAddress/State0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode055987
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt021202
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt048966
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt0440
IRS990EZ/CostOfGoodsSoldAmt044565
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt027764
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0508
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt021202
IRS990EZ/Form990TotalAssetsGrp/EOYAmt048966
IRS990EZ/GrossProfitLossSlsOfInvntryAmt035978
IRS990EZ/GrossReceiptsAmt081060
IRS990EZ/GrossSalesOfInventoryAmt080543
IRS990EZ/GroupExemptionNum00870
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt01
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt076
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt021202
IRS990EZ/NetAssetsOrFundBalancesEOYAmt048966
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt021202
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt048966
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/PersonNm0ANNE SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1AILEEN SWENSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TENA KEENAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1MEMBERSHIP CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt08223
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0CHILD ADVOCACY AND EDUCATION ENHANCEMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FIELD TRIPS TO VARIOUS EDUCATION SITES WERE TAKEN DURING THE SCHOOL YEAR WHERE APPOXIMATELY 956 STUDENTS BENEFIT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1CLASSROOM ENHANCEMENTS/EDUCATIONAL ACTIVITIES SUPPLIED WHERE APPOXIMATELY 956 STUDENTS BENEFIT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SUPPORTED AFTER-SCHOOL ACTIVITIES AT THE MIDDLE SCHOOL WHERE APPROXIMATELY 956 STUDENTS BENEFIT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3ALL OTHER PROGRAM EXPENSES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt30
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04272
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1969
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt2867
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt31792
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MN
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt08731
IRS990EZ/TotalProgramServiceExpensesAmt07900
IRS990EZ/TotalRevenueAmt036495
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0516
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01457
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03893
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02916
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01349
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt010131
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt011
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt011
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0544
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0572
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt080543
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt098177
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0100492
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt081829
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt081367
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0442408
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt011
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt011
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0544
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0572
IRS990ScheduleA/InvestmentIncomeCYPct00.00130
IRS990ScheduleA/InvestmentIncomePYPct00.00140
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt090
IRS990ScheduleA/OtherIncome509Grp/TotalAmt090
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99850
IRS990ScheduleA/PublicSupportPY509Pct00.99840
IRS990ScheduleA/PublicSupportTotal509Amt0452539
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt081059
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt099634
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0104385
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt084745
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt082716
IRS990ScheduleA/Total509Grp/TotalAmt0452539
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt081060
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt099639
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0104396
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt084846
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt083260
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0453201
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 1.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INCOME: GROSS RECEIPTS: 80,543. RETURNS AND ALLOWANCES: 0. LESS COST OF GOODS SOLD: 44,565. GROSS PROFIT: 35,978. COST OF GOODS SOLD: INVENTORY AT BEGINNING OF YEAR: 0. MERCHANDISE PURCHASED: 44,565. COST OF LABOR: 0. MATERIALS AND SUPPLIES: 0. OTHER COSTS: 0. INVENTORY AT END OF YEAR: 0. COST OF GOODS SOLD: 44,565.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: FIELD TRIPS. AMOUNT: 4,272. DESCRIPTION: CLASSROOM/TEACHER ENHANCEMENT SUPPLIES. AMOUNT: 969. DESCRIPTION: PROGRAM SUPPLIES & EXPENSES. AMOUNT: 2,401. DESCRIPTION: LIABILITY INSURANCE. AMOUNT: 235. DESCRIPTION: MISCELLANEOUS ADMIN EXPENSES. AMOUNT: 123. DESCRIPTION: ADMINISTRATIVE ORIENTATIONS AND CONFERENCES. AMOUNT: 223. TOTAL TO FORM 990-EZ, LINE 16: 8,223.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 7 - SALES OF INVENTORY
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LINDA WENCL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05074503778
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-01-12
ReturnHeader/Filer/BusinessName/BusinessNameLine10WINONA MIDDLE SCHOOL PTA MN CONGRESS 011555
ReturnHeader/Filer/BusinessNameControlTxt0WINO
ReturnHeader/Filer/EIN0411663927
ReturnHeader/Filer/PhoneNum05074584464
ReturnHeader/Filer/USAddress/AddressLine101570 HOMER DR
ReturnHeader/Filer/USAddress/City0WINONA
ReturnHeader/Filer/USAddress/State0MN
ReturnHeader/Filer/USAddress/ZIPCode055987
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0710959317
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10RUSSELL & ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10111 RIVERFRONT SUITE 401
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0WINONA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode055987
ReturnHeader/PreparerPersonGrp/PhoneNum05074523100
ReturnHeader/PreparerPersonGrp/PreparationDt02015-01-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CINDY BROWN
ReturnHeader/ReturnTs02015-01-21T15:17:22-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-08-01
ReturnHeader/TaxPeriodEndDt02014-07-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings