Civic Intelligence

PTA Minnesota Congress 029553 Gordon Bailey PTA

990EZ • Fiscal year 2018 • EIN 41-1710568

Jul 01, 2017 to Jun 30, 2018 • Filed on May 03, 2019

4125 Woodlane DriveWoodbury, MN 55129

(651) 459-4802

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

54th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

54th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

52nd percentile

3.8%

Higher net margin than 52% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

57th percentile

5.1%

Faster asset growth than 57% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

28th percentile

-15%

Faster revenue growth than 28% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$33,892

Up $1,641 (+5.1%) from 2017

Net Assets

Up

$33,892

Up $1,641 (+5.1%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$43,507

Down $7,645 (-15%) from 2017

Expenses

Down

$41,866

Down $3,359 (-7.4%) from 2017

Net Income

Down

$1,641

Down $4,286 (-72%) from 2017

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2011: $40,389Liabilities 2011: $0Net Assets 2011: $40,3892011Assets 2012: $51,913Liabilities 2012: $0Net Assets 2012: $51,9132012Assets 2013: $15,598Liabilities 2013: $0Net Assets 2013: $15,5982013Assets 2014: $16,324Liabilities 2014: $0Net Assets 2014: $16,3242014Assets 2015: $21,573Liabilities 2015: $0Net Assets 2015: $21,5732015Assets 2016: $26,324Liabilities 2016: $0Net Assets 2016: $26,3242016Assets 2017: $32,251Liabilities 2017: $0Net Assets 2017: $32,2512017Assets 2018: $33,892Liabilities 2018: $0Net Assets 2018: $33,8922018Assets 2023: $80,414Liabilities 2023: $0Net Assets 2023: $80,4142023Assets 2024: $47,446Net Assets 2024: $47,4462024Assets 2025: $60,032Net Assets 2025: $60,0322025

Highlighted filing

2018

Assets$33,892
Liabilities$0
Net Assets$33,892

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $49,129Expenses 2011: $28,966Net Income 2011: $20,1632011Revenue 2012: $43,371Expenses 2012: $31,847Net Income 2012: $11,5242012Revenue 2013: $40,303Expenses 2013: $76,618Net Income 2013: -$36,3152013Revenue 2014: $36,813Expenses 2014: $36,087Net Income 2014: $7262014Revenue 2015: $40,953Expenses 2015: $35,704Net Income 2015: $5,2492015Revenue 2016: $46,996Expenses 2016: $42,245Net Income 2016: $4,7512016Revenue 2017: $51,152Expenses 2017: $45,225Net Income 2017: $5,9272017Revenue 2018: $43,507Expenses 2018: $41,866Net Income 2018: $1,6412018Revenue 2023: $56,735Expenses 2023: $34,547Net Income 2023: $22,1882023Revenue 2024: $59,765Expenses 2024: $92,732Net Income 2024: -$32,9672024Revenue 2025: $66,933Expenses 2025: $54,346Net Income 2025: $12,5872025

Highlighted filing

2018

Revenue$43,507
Expenses$41,866
Net Income$1,641
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 3, 2019
Return Version
2017v2.3
Gross Receipts
$59,157
Mission and Program Overview

Mission

To promote the welfare of children and youth in home, school, and community.

Program Services

DescriptionGrantsExpenses
PURCHASE OF COMPUTERS, SCIENCE EQUIPMENT, AND LIBRARY BOOKS AND GIFTED TO THE SCHOOL FOR STUDENT USE.$0$33,260
TEACHER AND PRINCIPAL DISCRETIONARY FUNDS FOR PURCHASE OF CLASSROOM SUPPLIES, REWARDS, EDUCATIONAL MATERIALS UP TO $100 PER TEACHER AND $500 FOR THE PRINCIPAL.$0$8,581
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANNE MILLERTreasurer-$0--
CHRISTINE ROBANPresident-$0--
NICOLE PRIBYLCo-Secretary-$0--
MEGHAN BERNARDCo-Vice President-$0--
HEATHER FERGUSONCo-Secretary-$0--
JESSICA SANDERSCo-Vice President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Apex Fun Run$24,811$24,811-$24,811
Fall Fundraiser$17,797$17,797$6,972$10,825
Total Events$56,401$56,401$15,650$40,751
Filing and Contact Details

Filer

Filer Name
Pta Minnesota Congress
EIN
41-1710568
Phone
6514594802
Address
4125 WOODLANE DRIVE, WOODBURY, MN 55129

Signing Officer

Name
Anne Miller
Title
Treasurer
Phone
6514594802
Signed
2019-05-03
Discuss with paid preparer
Yes

Preparer

Firm
Mahoneyulbrichchristiansen & Russ Pa
Address
10 RIVER PARK PLAZA SUITE 800, SAINT PAUL, MN 55107
Preparer
Lucas R Roessler
Phone
6512276695
Supplemental Narrative

Additional Explanations

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

Description: interest income. Amount: 38.

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

Income: gross receipts: 827. Returns and allowances: 0. Less cost of goods sold: 0. Gross profit: 827.

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

Description: books. Amount: 4,774. Description: arts and science programs. Amount: 1,079. Description: prizes and awards. Amount: 382. Description: schoolroom events and materials. Amount: 6,689. Description: computers and equipment. Amount: 5,344. Description: membership dues. Amount: 125. Description: miscellaneous. Amount: 14,805. Description: staff discretion. Amount: 8,582. Description: contributions. Amount: 61. Total to form 990-ez, line 16: 41,841.

Raw XML Appendix217 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CO-SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CO-VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CO-SECRETARY
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IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt041841
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
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IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE THE WELFARE OF CHILDREN AND YOUTH IN HOME, SCHOOL, AND COMMUNITY.
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MN
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IRS990EZ/TaxImposedUnderIRC4911Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt041866
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IRS990EZ/TotalRevenueAmt043507
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.BAILEYPTA.COM
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01891
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0795
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01054
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02010
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01864
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt07614
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 38.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INCOME: GROSS RECEIPTS: 827. RETURNS AND ALLOWANCES: 0. LESS COST OF GOODS SOLD: 0. GROSS PROFIT: 827.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: BOOKS. AMOUNT: 4,774. DESCRIPTION: ARTS AND SCIENCE PROGRAMS. AMOUNT: 1,079. DESCRIPTION: PRIZES AND AWARDS. AMOUNT: 382. DESCRIPTION: SCHOOLROOM EVENTS AND MATERIALS. AMOUNT: 6,689. DESCRIPTION: COMPUTERS AND EQUIPMENT. AMOUNT: 5,344. DESCRIPTION: MEMBERSHIP DUES. AMOUNT: 125. DESCRIPTION: MISCELLANEOUS. AMOUNT: 14,805. DESCRIPTION: STAFF DISCRETION. AMOUNT: 8,582. DESCRIPTION: CONTRIBUTIONS. AMOUNT: 61. TOTAL TO FORM 990-EZ, LINE 16: 41,841.
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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANNE MILLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06514594802
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA MINNESOTA CONGRESS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0029553 GORDON BAILEY PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAM
ReturnHeader/Filer/EIN0411710568
ReturnHeader/Filer/PhoneNum06514594802
ReturnHeader/Filer/USAddress/AddressLine1Txt04125 WOODLANE DRIVE
ReturnHeader/Filer/USAddress/CityNm0WOODBURY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055129
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08FCC0AE5B5C62EA2E1ECCE65A8D774828604CBA2
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.160.107.97
ReturnHeader/FilingSecurityInformation/IPDt02019-05-03
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm011:00:26
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0411647057
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MAHONEYULBRICHCHRISTIANSEN & RUSS PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010 RIVER PARK PLAZA SUITE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAINT PAUL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055107
ReturnHeader/PreparerPersonGrp/PhoneNum06512276695
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LUCAS R ROESSLER
ReturnHeader/ReturnTs02019-05-14T13:18:10-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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