Civic Intelligence

PTA Minnesota Congress Sunset Terrace School

EIN 41-6038423 • 501(c)3 • Rochester, MN

Profile

Child advocacy at sunset terrace elementary

1707 19th Avenue NWRochester, MN 55901

sunsetterrace.new.rschooltoday.com

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

52nd percentile

2.8%

Higher net margin than 52% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2019

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 2019

Asset Growth

58th percentile

2.1%

Faster asset growth than 58% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

61st percentile

7.5%

Faster revenue growth than 61% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$26,676

Up $554 (+2.1%) from 2018

Liabilities

Flat

$0

Flat from 2018

Net Assets

Up

$26,676

Up $554 (+2.1%) from 2018

Revenue

Up

$20,092

Up $1,395 (+7.5%) from 2018

Expenses

Down

$19,538

Down $2,582 (-12%) from 2018

Net Income

Up

$554

Up $3,977 (+116%) from 2018

Trend Graphs

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2011: $17,360Liabilities 2011: $0Net Assets 2011: $17,3602011Assets 2012: $20,815Net Assets 2012: $20,8152012Assets 2013: $17,592Liabilities 2013: $0Net Assets 2013: $17,5922013Assets 2014: $24,440Liabilities 2014: $0Net Assets 2014: $24,4402014Assets 2015: $31,830Liabilities 2015: $0Net Assets 2015: $31,8302015Assets 2016: $26,556Liabilities 2016: $0Net Assets 2016: $26,5562016Assets 2017: $29,545Liabilities 2017: $0Net Assets 2017: $29,5452017Assets 2018: $26,122Liabilities 2018: $0Net Assets 2018: $26,1222018Assets 2019: $26,676Liabilities 2019: $0Net Assets 2019: $26,6762019

Highlighted filing

2019

Assets$26,676
Liabilities$0
Net Assets$26,676

Operations Trend

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

$80K$60K$40K$20K$0-$20KRevenue 2011: $28,556Expenses 2011: $31,477Net Income 2011: -$2,9212011Revenue 2012: $31,942Expenses 2012: $28,487Net Income 2012: $3,4552012Revenue 2013: $64,250Expenses 2013: $67,473Net Income 2013: -$3,2232013Revenue 2014: $23,212Expenses 2014: $16,364Net Income 2014: $6,8482014Revenue 2015: $22,895Expenses 2015: $15,505Net Income 2015: $7,3902015Revenue 2016: $16,235Expenses 2016: $21,509Net Income 2016: -$5,2742016Revenue 2017: $21,129Expenses 2017: $18,140Net Income 2017: $2,9892017Revenue 2018: $18,697Expenses 2018: $22,120Net Income 2018: -$3,4232018Revenue 2019: $20,092Expenses 2019: $19,538Net Income 2019: $5542019

Highlighted filing

2019

Revenue$20,092
Expenses$19,538
Net Income$554

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 14, 2019
Return Version
2018v3.1
Gross Receipts
$35,399
Mission and Program Overview

Mission

Provide support to the programs and teachers at sunset terrace elementary school

To create a welcoming and positive learning environment for students by partnering with parents, teachers, students and the greater community to ensure student success.

Program Services

DescriptionGrantsExpenses
SUPPORT PROVIDED TO STUDENTS AND TEACHERS AT SUNSET TERRACE ELEMENTARY SCHOOL$0$17,900
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KRISTINE PENZAPresident/TresurerPT$0--
MICHELLE WADEWITZVice PresidentPT$0--
JODY WAYNESecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Book Fair$9,990$9,990$10,007$-17
Spring Fling$6,755$6,755$3,436$3,319
Total Events$26,869$26,869$15,307$11,562
Filing and Contact Details

Filer

Filer Name
Pta Minnesota Congress Sunset Terrace
EIN
41-6038423
Phone
5073283770
Address
1707 19TH AVENUE NW, ROCHESTER, MN 55901

Signing Officer

Name
Kristine Penza
Title
President/treasurer
Phone
5073283770
Signed
2019-10-14
Discuss with paid preparer
Yes

Preparer

Firm
Hawkins Ash Cpas Llp
Address
3720 NOTTINGHAM DR NW SUITE 100, ROCHESTER, MN 55901
Preparer
Lance Campbell
Phone
5074241233
Supplemental Narrative

Additional Explanations

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

Description: interest income. Amount: 57.

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

Description: insurance. Amount: 200. Description: classroom support. Amount: 17,900. Description: dues & subscriptions. Amount: 294. Total to form 990-ez, line 16: 18,394.

Raw XML Appendix194 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/PersonNm2JODY WAYNE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT/TRESURER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd00
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IRS990EZ/PoliticalCampaignActyInd00
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IRS990EZ/PrintingPublicationsPostageAmt0819
IRS990EZ/ProgramServiceRevenueAmt05747
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORT PROVIDED TO STUDENTS AND TEACHERS AT SUNSET TERRACE ELEMENTARY SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt017900
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt015307
IRS990EZ/SpecialEventsNetIncomeLossAmt011562
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MN
IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt019538
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IRS990EZ/TotalRevenueAmt020092
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0SUNSETTERRACE.NEW.RSCHOOLTODAY.COM
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02726
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 57.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: INSURANCE. AMOUNT: 200. DESCRIPTION: CLASSROOM SUPPORT. AMOUNT: 17,900. DESCRIPTION: DUES & SUBSCRIPTIONS. AMOUNT: 294. TOTAL TO FORM 990-EZ, LINE 16: 18,394.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
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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/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KRISTINE PENZA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05073283770
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-14
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ReturnHeader/FilingSecurityInformation/IPTm011:43:21
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03720 NOTTINGHAM DR NW SUITE 100
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ReturnHeader/ReturnTs02019-11-01T09:55:20-05:00
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ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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