Civic Intelligence

Winona Middle School PTA

990EZ • Fiscal year 2016 • EIN 41-1663927

Aug 01, 2015 to Jul 31, 2016 • Filed on Dec 14, 2016

1570 Homer DriveWinona, MN 55987

(507) 458-4464

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

95th percentile

64%

Higher net margin than 95% 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

83rd percentile

43%

Faster asset growth than 83% of similar nonprofits.

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

Revenue Growth

51st percentile

1.3%

Faster revenue growth than 51% of similar nonprofits.

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

Assets

Up

$79,505

Up $24,072 (+43%) from 2015

Net Assets

Up

$79,505

Up $24,072 (+43%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$37,372

Up $487 (+1.3%) from 2015

Expenses

Down

$13,300

Down $17,118 (-56%) from 2015

Net Income

Up

$24,072

Up $17,605 (+272%) from 2015

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

2016

Assets$79,505
Liabilities$0
Net Assets$79,505

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

2016

Revenue$37,372
Expenses$13,300
Net Income$24,072
Jump To
Filing Snapshot
Filing Period
Aug 1, 2015 to Jul 31, 2016
Signed
Dec 14, 2016
Return Version
2015v2.1
Gross Receipts
$74,177
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 1050 STUDENTS BENEFIT.$0$5,052
SUPPORTED AFTER-SCHOOL ACTIVITIES AT THE MIDDLE SCHOOL WHERE APPROXIMATELY 1050 STUDENTS BENEFIT.$0$4,495
ALL OTHER PROGRAM EXPENSES$0$2,889
CLASSROOM ENHANCEMENTS/EDUCATIONAL ACTIVITIES SUPPLIED WHERE APPOXIMATELY 1050 STUDENTS BENEFIT.$0$257
Compensation and Service Providers

Employees

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

Filer

Filer Name
Winona Middle School Pta
EIN
41-1663927
Phone
5074584464
Address
1570 HOMER DRIVE, WINONA, MN 55987

Signing Officer

Name
Anne Smith
Title
President
Phone
5074503778
Signed
2016-12-14
Discuss with paid preparer
Yes

Preparer

Firm
Russell & Associates LLC
Address
111 RIVERFRONT SUITE 401, WINONA, MN 55987
Preparer
Cindy Brown
Phone
5074523100
Supplemental Narrative

Additional Explanations

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

Income: gross receipts: 72,948. Returns and allowances: 0. Less cost of goods sold: 36,805. Gross profit: 36,143. Cost of goods sold: inventory at beginning of year: 0. Merchandise purchased: 36,805. Cost of labor: 0. Materials and supplies: 0. Other costs: 0. Inventory at end of year: 0. Cost of goods sold: 36,805.

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

Description: field trips. Amount: 5,052. Description: classroom/teacher enhancement supplies. Amount: 2,710. Description: program supplies & expenses. Amount: 4,459. Description: liability insurance. Amount: 265. Description: miscellaneous admin expenses. Amount: 51. Description: administrative orientations and conferences. Amount: 156. Description: postage. Amount: 49. Total to form 990-ez, line 16: 12,742.

Raw XML Appendix173 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/BusinessNameLine1Txt0TENA KEENAN
IRS990EZ/BooksInCareOfDetail/PhoneNum05074584464
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01570 HOMER ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WINONA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd055987
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt055433
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt079505
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt01051
IRS990EZ/CostOfGoodsSoldAmt036805
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt024072
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0558
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt055433
IRS990EZ/Form990TotalAssetsGrp/EOYAmt079505
IRS990EZ/GrossProfitLossSlsOfInvntryAmt036143
IRS990EZ/GrossReceiptsAmt074177
IRS990EZ/GrossSalesOfInventoryAmt072948
IRS990EZ/GroupExemptionNum00870
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt0178
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt055433
IRS990EZ/NetAssetsOrFundBalancesEOYAmt079505
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt055433
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt079505
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/OtherExpensesTotalAmt012742
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 1050 STUDENTS BENEFIT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1CLASSROOM ENHANCEMENTS/EDUCATIONAL ACTIVITIES SUPPLIED WHERE APPOXIMATELY 1050 STUDENTS BENEFIT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SUPPORTED AFTER-SCHOOL ACTIVITIES AT THE MIDDLE SCHOOL WHERE APPROXIMATELY 1050 STUDENTS BENEFIT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3ALL OTHER PROGRAM EXPENSES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt30
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05052
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1257
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt24495
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt32889
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/TotalExpensesAmt013300
IRS990EZ/TotalProgramServiceExpensesAmt012693
IRS990EZ/TotalRevenueAmt037372
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01229
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01238
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0516
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01457
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03893
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt08333
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt011
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt017
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt011
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt017
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/InvestmentIncomePYPct00.00010
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearAmt036143
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus1YearAmt035647
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus2YearsAmt035978
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus3YearsAmt043300
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus4YearsAmt042689
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt0193757
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.04120
IRS990ScheduleA/PublicSupportPY509Pct00.99970
IRS990ScheduleA/PublicSupportTotal509Amt08333
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01229
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01238
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0516
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01457
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt03893
IRS990ScheduleA/Total509Grp/TotalAmt08333
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt037372
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt036885
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt036495
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt044762
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt046593
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0202107
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INCOME: GROSS RECEIPTS: 72,948. RETURNS AND ALLOWANCES: 0. LESS COST OF GOODS SOLD: 36,805. GROSS PROFIT: 36,143. COST OF GOODS SOLD: INVENTORY AT BEGINNING OF YEAR: 0. MERCHANDISE PURCHASED: 36,805. COST OF LABOR: 0. MATERIALS AND SUPPLIES: 0. OTHER COSTS: 0. INVENTORY AT END OF YEAR: 0. COST OF GOODS SOLD: 36,805.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: FIELD TRIPS. AMOUNT: 5,052. DESCRIPTION: CLASSROOM/TEACHER ENHANCEMENT SUPPLIES. AMOUNT: 2,710. DESCRIPTION: PROGRAM SUPPLIES & EXPENSES. AMOUNT: 4,459. DESCRIPTION: LIABILITY INSURANCE. AMOUNT: 265. DESCRIPTION: MISCELLANEOUS ADMIN EXPENSES. AMOUNT: 51. DESCRIPTION: ADMINISTRATIVE ORIENTATIONS AND CONFERENCES. AMOUNT: 156. DESCRIPTION: POSTAGE. AMOUNT: 49. TOTAL TO FORM 990-EZ, LINE 16: 12,742.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 7 - SALES OF INVENTORY
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANNE SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05074503778
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-12-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WINONA MIDDLE SCHOOL PTA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0MN CONGRESS 011555
ReturnHeader/Filer/BusinessNameControlTxt0WINO
ReturnHeader/Filer/EIN0411663927
ReturnHeader/Filer/PhoneNum05074584464
ReturnHeader/Filer/USAddress/AddressLine1Txt01570 HOMER DRIVE
ReturnHeader/Filer/USAddress/CityNm0WINONA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055987
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0710959317
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RUSSELL & ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0111 RIVERFRONT SUITE 401
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WINONA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055987
ReturnHeader/PreparerPersonGrp/PhoneNum05074523100
ReturnHeader/PreparerPersonGrp/PreparationDt02016-12-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CINDY BROWN
ReturnHeader/ReturnTs02016-12-15T14:41:03-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-08-01
ReturnHeader/TaxPeriodEndDt02016-07-31
ReturnHeader/TaxYr02015

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