Civic Intelligence

PTA Minnesota Congress Wayzata Central Middle School

EIN 41-1872131 • 501(c)3 • Plymouth, MN

Profile

Our goal is to enhance our childrens educational experience by: -providing parents with pertinent information and resources regarding the middle school experience -showing appreciation to all cms staff members -giving financial support where it is needed to benefit the students and staff of cms

305 Vicksburg Lane NorthPlymouth, MN 55447

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

70th percentile

15%

Higher net margin than 70% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

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 2025

Asset Growth

75th percentile

19%

Faster asset growth than 75% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

37th percentile

-16%

Faster revenue growth than 37% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$47,224

Up $7,431 (+19%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$47,224

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin70th percentile

Revenue

Down

$48,159

Down $8,961 (-16%) from 2024

Expenses

Down

$40,728

Down $33,417 (-45%) from 2024

Net Income

Up

$7,431

Up $24,456 (+144%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth75th percentile

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

$60K$40K$20K$0Assets 2022: $56,302Net Assets 2022: $56,3022022Assets 2023: $56,818Net Assets 2023: $56,8182023Assets 2024: $39,793Liabilities 2024: $02024Assets 2025: $47,224Net Assets 2025: $47,2242025

Highlighted filing

2025

Assets$47,224
Liabilities-
Net Assets$47,224
Open 2025 Filing

Operations Trend

Revenue Growth37th percentile

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

$100K$50K$0-$50KRevenue 2022: $71,164Expenses 2022: $49,354Net Income 2022: $21,8102022Revenue 2023: $57,513Expenses 2023: $56,997Net Income 2023: $5162023Revenue 2024: $57,120Expenses 2024: $74,145Net Income 2024: -$17,0252024Revenue 2025: $48,159Expenses 2025: $40,728Net Income 2025: $7,4312025

Highlighted filing

2025

Revenue$48,159
Expenses$40,728
Net Income$7,431
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$47,224
Liabilities
-
Net assets
$47,224
Revenue
$48,159
Expenses
$40,728
Net income
$7,431
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$47.2$47.2$48.2$40.7$7.43
2024Summary only. Only limited summary data is available for this year.$39.8$0.00$57.1$74.1$17.0
2023Detailed filing. Detailed filing data is available for this year.$56.8$56.8$57.5$57.0$0.52
2022Detailed filing. Detailed filing data is available for this year.$56.3$56.3$71.2$49.4$21.8
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 10, 2025
Return Version
2024v5.0
Gross Receipts
$55,958
Mission and Program Overview

Mission

Our goal is to enhance our childrens educational experience by: -providing parents with pertinent information and resources regarding the middle school experience -showing appreciation to all cms staff members -giving financial support where it is needed to benefit the students and staff of cms

Program Services

DescriptionGrantsExpenses
TEACHER GRANT COMMITTEE: PROGRAM FOR TEACHERS TO SUBMIT ADDITIONAL CLASSROOM NEEDS BEYOND DISTRICT BUDGETS FOR STUDENT ENRICHMENT.$18,852$18,852
OTHER PROGRAM SERVICE EXPENSES.-$13,424
STUDENT COMMUNITY BUILDING: EVENTS HELD FOR BUILDING COMMUNITY WITH THE FACULTY, STAFF, AND STUDENTS OF THE SCHOOL. REBUILDING THE COMMUNITY OF THE SCHOOL AFTER THE DIVIDE IN RELATIONSHIP DURING THE PANDEMIC.-$3,968
8TH GRADE PARTY: EVENT FOR OUTGOING 8TH GRADE STUDENTS TO CELEBRATE COMPLETION OF MIDDLE SCHOOL.-$1,077
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SARAH HAAGPresident-$0--
MONIQUE KRUETZVice Preside-$0--
KELLY KOZIOLSecretary-$0--
KRISTA FELTYTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Stepit Up$45,214$4,320$1,180$3,140
Total Events$45,214$4,320$4,320-
Filing and Contact Details

Filer

Filer Name
Pta Minnesota Congress Wayzata
EIN
41-1872131
Phone
7637456000
Address
305 VICKSBURG LANE NORTH, PLYMOUTH, MN 55447

Signing Officer

Name
Krista Felty
Title
Treasurer
Phone
7637456000
Signed
2025-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Murry & Associates LLC
Address
7575 GOLDEN VALLEY RD STE 119, GOLDEN VALLEY, MN 55427
Preparer
Morgan Wallace-johnson
Phone
7635469340
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office 179 insurance 265 merchant fees 1,210 dues 533 grade level fieldtrips 4,000 teacher hospitality 4,572 student community build 3,968 8th grade party 1,077 social worker fund 365 mytime stipend 2,129 service club 201 whs volunteer club 250 mn filing fee 25 literacy fund 481 dean's fund 176 cultural day 1,500 total 20,931”

Form 990-ez, Part III

“Our goal is to enhance our childrens educational experience by: -providing parents with pertinent information and resources regarding the middle school experience -showing appreciation to all cms staff members -giving financial support where it is needed to benefit the students and staff of cms”

Form 990-ez, Part III, Line 31

“Other program service expenses.”

Raw XML Appendix162 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/GrossSalesOfInventoryAmt03586
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt039793
IRS990EZ/NetAssetsOrFundBalancesEOYAmt047224
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt039793
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt047224
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SARAH HAAG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MONIQUE KRUETZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KELLY KOZIOL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KRISTA FELTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt020931
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0OUR GOAL IS TO ENHANCE OUR CHILDRENS EDUCATIONAL EXPERIENCE BY: -PROVIDING PARENTS WITH PERTINENT INFORMATION AND RESOURCES REGARDING THE MIDDLE SCHOOL EXPERIENCE -SHOWING APPRECIATION TO ALL CMS STAFF MEMBERS -GIVING FINANCIAL SUPPORT WHERE IT IS NEEDED TO BENEFIT THE STUDENTS AND STAFF OF CMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TEACHER GRANT COMMITTEE: PROGRAM FOR TEACHERS TO SUBMIT ADDITIONAL CLASSROOM NEEDS BEYOND DISTRICT BUDGETS FOR STUDENT ENRICHMENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt18TH GRADE PARTY: EVENT FOR OUTGOING 8TH GRADE STUDENTS TO CELEBRATE COMPLETION OF MIDDLE SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2STUDENT COMMUNITY BUILDING: EVENTS HELD FOR BUILDING COMMUNITY WITH THE FACULTY, STAFF, AND STUDENTS OF THE SCHOOL. REBUILDING THE COMMUNITY OF THE SCHOOL AFTER THE DIVIDE IN RELATIONSHIP DURING THE PANDEMIC.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3OTHER PROGRAM SERVICE EXPENSES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt018852
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt018852
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11077
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt23968
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt313424
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt04320
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt040728
IRS990EZ/TotalProgramServiceExpensesAmt037321
IRS990EZ/TotalRevenueAmt048159
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt048052
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt057025
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt057239
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt069346
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt07906
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt082628
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt055958
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0314290
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt0150
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt04320
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IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt02990
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt02990
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01180
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01180
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE 179 INSURANCE 265 MERCHANT FEES 1,210 DUES 533 GRADE LEVEL FIELDTRIPS 4,000 TEACHER HOSPITALITY 4,572 STUDENT COMMUNITY BUILD 3,968 8TH GRADE PARTY 1,077 SOCIAL WORKER FUND 365 MYTIME STIPEND 2,129 SERVICE CLUB 201 WHS VOLUNTEER CLUB 250 MN FILING FEE 25 LITERACY FUND 481 DEAN'S FUND 176 CULTURAL DAY 1,500 TOTAL 20,931
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OUR GOAL IS TO ENHANCE OUR CHILDRENS EDUCATIONAL EXPERIENCE BY: -PROVIDING PARENTS WITH PERTINENT INFORMATION AND RESOURCES REGARDING THE MIDDLE SCHOOL EXPERIENCE -SHOWING APPRECIATION TO ALL CMS STAFF MEMBERS -GIVING FINANCIAL SUPPORT WHERE IT IS NEEDED TO BENEFIT THE STUDENTS AND STAFF OF CMS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OTHER PROGRAM SERVICE EXPENSES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KRISTA FELTY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07637456000
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA MINNESOTA CONGRESS WAYZATA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CENTRAL MIDDLE SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0WAYZ
ReturnHeader/Filer/EIN0411872131
ReturnHeader/Filer/PhoneNum07637456000
ReturnHeader/Filer/USAddress/AddressLine1Txt0305 VICKSBURG LANE NORTH
ReturnHeader/Filer/USAddress/CityNm0PLYMOUTH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055447
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461454776
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MURRY & ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07575 GOLDEN VALLEY RD STE 119
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GOLDEN VALLEY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055427
ReturnHeader/PreparerPersonGrp/PhoneNum07635469340
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MORGAN WALLACE-JOHNSON
ReturnHeader/ReturnTs02025-11-13T08:33:28-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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