Civic Intelligence

PTA Minnesota Congress Heritage Boosters Middle School PTA

990EZ • Fiscal year 2017 • EIN 41-1874298

Jul 01, 2016 to Jun 30, 2017 • Filed on Apr 15, 2018

Organization ProfileN/A
121 Butler Avenue WestWest St Paul, MN 55118

(651) 248-9074

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

6th percentile

-69%

Higher net margin than 6% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

7th percentile

-59%

Faster asset growth than 7% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

62nd percentile

9.6%

Faster revenue growth than 62% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$13,975

Down $19,993 (-59%) from 2016

Net Assets

Down

$13,975

Down $19,993 (-59%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin6th percentile

Revenue

Up

$28,899

Up $2,524 (+9.6%) from 2016

Expenses

Up

$48,892

Up $22,626 (+86%) from 2016

Net Income

Down

-$19,993

Down $20,102 (-18442%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

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

$60K$40K$20K$0Assets 2012: $45,056Liabilities 2012: $02012Assets 2015: $33,859Net Assets 2015: $33,8592015Assets 2016: $33,968Net Assets 2016: $33,9682016Assets 2017: $13,975Net Assets 2017: $13,9752017Assets 2018: $4,254Net Assets 2018: $4,2542018Assets 2019: $8,701Net Assets 2019: $8,7012019

Highlighted filing

2017

Assets$13,975
Liabilities-
Net Assets$13,975
Open 2017 Filing

Operations Trend

Revenue Growth62nd percentile

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

$60K$40K$20K$0-$20KRevenue 2012: $55,580Expenses 2012: $51,720Net Income 2012: $3,8602012Revenue 2015: $38,495Expenses 2015: $29,196Net Income 2015: $9,2992015Revenue 2016: $26,375Expenses 2016: $26,266Net Income 2016: $1092016Revenue 2017: $28,899Expenses 2017: $48,892Net Income 2017: -$19,9932017Revenue 2018: $31,533Expenses 2018: $41,254Net Income 2018: -$9,7212018Revenue 2019: $24,028Expenses 2019: $19,581Net Income 2019: $4,4472019

Highlighted filing

2017

Revenue$28,899
Expenses$48,892
Net Income-$19,993
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Apr 15, 2018
Return Version
2016v3.0
Gross Receipts
$54,713
Mission and Program Overview

Mission

To provide for students needs.

Program Services

DescriptionGrantsExpenses
School Activities$60,611-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Julie LyfordPresident-$0--
Karen BoothTreasurer-$0--
Sara NielsenSecretary-$0--
Michelle FrischVice President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Sales of Products$44,800$44,800$25,814$18,986
Total Events$44,800$44,800$25,814$18,986
Filing and Contact Details

Filer

Filer Name
PTA Minnesota Congress
EIN
41-1874298
Phone
6512489074
Address
121 Butler Avenue West, West St Paul, MN 55118

Signing Officer

Name
Karen Booth
Title
Treasurer
Signed
2018-04-15
Discuss with paid preparer
Yes

Preparer

Firm
Michael D Auran CPA
Address
825 Sibley Memorial Hwy, Mendota Heights, MN 55118
Preparer
Michael D Auran
Phone
6512245588
Supplemental Narrative

Additional Explanations

Other Revenue.1

“Other Income $5438”

Other Expenses.1002

“Office Expenses $9818”

Other Expenses.1005

“Travel $80”

Other Expenses.1

“Student & Support $24086”

Other Expenses.2

“Total Facilities $10650”

Other Expenses.3

“Other Expense $4048”

Other Expenses.4

“Business Fees $150”

Other Expenses.5

“Contract Services $60”

Raw XML Appendix161 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Karen Booth
IRS990EZ/BooksInCareOfDetail/PhoneNum06512489074
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0121 Butler Avenue West
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0West St Paul
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd055118
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt033968
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt013975
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt04472
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-19993
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt033968
IRS990EZ/Form990TotalAssetsGrp/EOYAmt013975
IRS990EZ/FundraisingGrossIncomeAmt044800
IRS990EZ/GrossReceiptsAmt054713
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt03
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt033968
IRS990EZ/NetAssetsOrFundBalancesEOYAmt013975
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt033968
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt013975
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Julie Lyford
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Karen Booth
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Sara Nielsen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Michelle Frisch
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt048892
IRS990EZ/OtherRevenueTotalAmt05438
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To provide for students needs.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0School Activities
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt060611
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt025814
IRS990EZ/SpecialEventsNetIncomeLossAmt018986
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt048892
IRS990EZ/TotalProgramServiceExpensesAmt060611
IRS990EZ/TotalRevenueAmt028899
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04472
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04982
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt09454
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt018986
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt015003
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt033989
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt043443
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt023458
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt019985
IRS990ScheduleA/Total509Grp/TotalAmt043443
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt023458
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt019985
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt043443
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt025814
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Sales of Products
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt044800
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt044800
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt044800
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt044800
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt018986
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt025814
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt025814
IRS990ScheduleG/SupplementalInformationDetail/ExplanationTxt0Sale of Products
IRS990ScheduleG/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2b - Fundraiser Additional Information
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Other Income $5438
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $9818
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Travel $80
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Student & Support $24086
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Total Facilities $10650
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Other Expense $4048
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Business Fees $150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Contract Services $60
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Karen Booth
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA Minnesota Congress
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Heritage Boosters Middle School PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAM
ReturnHeader/Filer/EIN0411874298
ReturnHeader/Filer/PhoneNum06512489074
ReturnHeader/Filer/USAddress/AddressLine1Txt0121 Butler Avenue West
ReturnHeader/Filer/USAddress/CityNm0West St Paul
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055118
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Michael D Auran CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0825 Sibley Memorial Hwy
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Mendota Heights
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055118
ReturnHeader/PreparerPersonGrp/PhoneNum06512245588
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael D Auran
ReturnHeader/ReturnTs02018-04-15T13:23:43-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,975
Liabilities
-
Net assets
$13,975
Revenue
$28,899
Expenses
$48,892
Net income
-$19,993
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$8.70$8.70$24.0$19.6$4.45
2018Detailed filing. Detailed filing data is available for this year.$4.25$4.25$31.5$41.3$9.72
2017Detailed filing. Detailed filing data is available for this year.$14.0$14.0$28.9$48.9$20.0
2016Detailed filing. Detailed filing data is available for this year.$34.0$34.0$26.4$26.3$0.11
2015Detailed filing. Detailed filing data is available for this year.$33.9$33.9$38.5$29.2$9.30
2012Summary only. Only limited summary data is available for this year.$45.1$0.00$55.6$51.7$3.86
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • <$500k nonprofits