Civic Intelligence

PTA Minnesota Congress

990EZ • Fiscal year 2024 • EIN 41-1872131

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 07, 2024

Organization ProfileN/A
305 Vicksburg Lane NorthPlymouth, MN 55447

(763) 745-6000

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2024

Net Margin

14th percentile

-30%

Higher net margin than 14% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

18th percentile

-30%

Faster asset growth than 18% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

45th percentile

-0.7%

Faster revenue growth than 45% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$39,793

Flat from 2024

Net Assets

$39,793

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin14th percentile

Revenue

Flat

$57,120

Flat from 2024

Expenses

Flat

$74,145

Flat from 2024

Net Income

Flat

-$17,025

Flat from 2024

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$60K$40K$20K$0Assets 2022: $56,302Net Assets 2022: $56,3022022Assets 2023: $56,818Net Assets 2023: $56,8182023Assets 2024: $39,793Net Assets 2024: $39,7932024Assets 2024: $39,793Liabilities 2024: $02024Assets 2025: $47,224Net Assets 2025: $47,2242025

Highlighted filing

2024

Assets$39,793
Liabilities-
Net Assets$39,793
Open 2024 Filing

Operations Trend

Revenue Growth45th percentile

Revenue, expenses, and net income across loaded years, with this 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 2024: $57,120Expenses 2024: $74,145Net Income 2024: -$17,0252024Revenue 2025: $48,159Expenses 2025: $40,728Net Income 2025: $7,4312025

Highlighted filing

2024

Revenue$57,120
Expenses$74,145
Net Income-$17,025
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 7, 2024
Return Version
2023v5.0
Gross Receipts
$68,756
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.$41,736$41,736
OTHER PROGRAM SERVICE EXPENSES.-$13,241
8TH GRADE PARTY: EVENT FOR OUTGOING 8TH GRADE STUDENTS TO CELEBRATE COMPLETION OF MIDDLE SCHOOL.-$8,731
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.-$6,789
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

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

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Stepit Up$51,896$6,427$995$5,432
Total Events$51,896$6,427$6,427-
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
2024-11-07
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 10

“Name: wayzata central middle school address: 305 vicksburg lane n plymouth, mn 55447 cash contribution: 17,000 name: wayzata central middle school address: 305 vicksburg lane n plymouth, mn 55447 cash contribution: 10,190”

Form 990-ez, Part I, Line 16

“Expenses office 134 insurance 265 merchant fees 1,431 dues 642 grade level fieldtrips 3,000 teacher hospitality 5,299 student community build 6,789 8th grade party 8,731 social worker fund 510 mytime stipend 3,348 senor wooly subscription 600 service club 72 whs volunteer club 250 mn filing fee 26 family partnership fund 412 total 31,509”

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 Appendix160 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum07637456000
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0305 VICKSBURG LN N
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PLYMOUTH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd055447
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt056818
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IRS990EZ/FundraisingGrossIncomeAmt06427
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IRS990EZ/GrossSalesOfInventoryAmt05304
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt056818
IRS990EZ/NetAssetsOrFundBalancesEOYAmt039793
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt056818
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt039793
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KELLY KOZIOL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SARAH HAAG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KRISTA FELTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MONIQUE KRUETZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt031509
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/GrantsAndAllocationsAmt041736
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt041736
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt18731
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt26789
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt313241
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt06427
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt074145
IRS990EZ/TotalProgramServiceExpensesAmt070497
IRS990EZ/TotalRevenueAmt057120
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt057025
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt057239
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt069346
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0183610
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt011731
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt018559
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt044432
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt074722
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0258332
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt068756
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt075798
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0113778
IRS990ScheduleA/Total509Grp/TotalAmt0258332
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt068756
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt075798
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0113778
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0258332
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt0300
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt0300
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt045469
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt045469
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt06427
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0STEPIT UP
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt051896
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt051896
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt06427
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt06427
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt05132
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt05132
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0995
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0995
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: WAYZATA CENTRAL MIDDLE SCHOOL ADDRESS: 305 VICKSBURG LANE N PLYMOUTH, MN 55447 CASH CONTRIBUTION: 17,000 NAME: WAYZATA CENTRAL MIDDLE SCHOOL ADDRESS: 305 VICKSBURG LANE N PLYMOUTH, MN 55447 CASH CONTRIBUTION: 10,190
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE 134 INSURANCE 265 MERCHANT FEES 1,431 DUES 642 GRADE LEVEL FIELDTRIPS 3,000 TEACHER HOSPITALITY 5,299 STUDENT COMMUNITY BUILD 6,789 8TH GRADE PARTY 8,731 SOCIAL WORKER FUND 510 MYTIME STIPEND 3,348 SENOR WOOLY SUBSCRIPTION 600 SERVICE CLUB 72 WHS VOLUNTEER CLUB 250 MN FILING FEE 26 FAMILY PARTNERSHIP FUND 412 TOTAL 31,509
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OUR 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/ExplanationTxt3OTHER PROGRAM SERVICE EXPENSES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KRISTA FELTY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07637456000
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-07
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/PreparationDt02024-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MORGAN WALLACE-JOHNSON
ReturnHeader/ReturnTs02024-11-13T15:06:09-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$39,793
Liabilities
-
Net assets
$39,793
Revenue
$57,120
Expenses
$74,145
Net income
-$17,025
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
2024Detailed filing. Detailed filing data is available for this year.$39.8$39.8$57.1$74.1$17.0
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