Civic Intelligence

Sunset Terrace Ptsa

990EZ • Fiscal year 2014 • EIN 41-6038423

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 31, 2014

1707 19th Avenue NWRochester, MN 55901

(507) 285-5029

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

84th percentile

30%

Higher net margin than 84% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

81st percentile

39%

Faster asset growth than 81% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

6th percentile

-64%

Faster revenue growth than 6% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$24,440

Up $6,848 (+39%) from 2013

Net Assets

Up

$24,440

Up $6,848 (+39%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Down

$23,212

Down $41,038 (-64%) from 2013

Expenses

Down

$16,364

Down $51,109 (-76%) from 2013

Net Income

Up

$6,848

Up $10,071 (+312%) from 2013

Historical Trend

Balance Sheet Trend

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

$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

2014

Assets$24,440
Liabilities$0
Net Assets$24,440

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$23,212
Expenses$16,364
Net Income$6,848
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 31, 2014
Return Version
2013v3.1
Gross Receipts
$52,079
Mission and Program Overview

Mission

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

Child advocacy at sunset terrace elementary

Program Services

DescriptionGrantsExpenses
SUPPORT PROVIDED TO STUDENTS AND TEACHERS AT SUNSET TERRACE ELEMENTARY SCHOOL$15,216$15,216
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIE LINDENPresidentPT$0--
KRISTA FREEDTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$11,938$11,938$4,649$7,289
Event 2$10,250$10,250$10,262$-12
Total Events$49,813$49,813$28,867$20,946
Filing and Contact Details

Filer

EIN
41-6038423
Phone
5072855029

Signing Officer

Name
Krista Freed
Title
Treasurer
Phone
5072855029
Signed
2014-10-31
Discuss with paid preparer
Yes

Preparer

Preparer
Thomas Cummings
Phone
5072812655
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

Support educational activities at sunset terrace school support rochester public schools, sunset terrace n/a 15216.

Form 990EZ, Part I, Line 16

Dues 371. Supplies 80. Insurance 155. Bank fees 8.

Raw XML Appendix166 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/PersonNm0KRISTA FREED
IRS990EZ/BooksInCareOfDetail/PhoneNum05072855029
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine101707 19TH AVENUE NW
IRS990EZ/BooksInCareOfDetail/USAddress/City0ROCHESTER
IRS990EZ/BooksInCareOfDetail/USAddress/State0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode055901
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt017592
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt024440
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01931
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06848
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0200
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt017592
IRS990EZ/Form990TotalAssetsGrp/EOYAmt024440
IRS990EZ/FundraisingGrossIncomeAmt049813
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt015216
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt052079
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt013
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0322
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt017592
IRS990EZ/NetAssetsOrFundBalancesEOYAmt024440
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt017592
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JULIE LINDEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KRISTA FREED
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0614
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHILD ADVOCACY AT SUNSET TERRACE ELEMENTARY
IRS990EZ/PrintingPublicationsPostageAmt0334
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORT PROVIDED TO STUDENTS AND TEACHERS AT SUNSET TERRACE ELEMENTARY SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt015216
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt015216
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt028867
IRS990EZ/SpecialEventsNetIncomeLossAmt020946
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt016364
IRS990EZ/TotalProgramServiceExpensesAmt015216
IRS990EZ/TotalRevenueAmt023212
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0sunsetterrace.new.rschooltoday.com
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt013
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt024
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt019
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt062
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt060
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0178
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02253
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt019735
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04516
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt07178
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03721
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt037403
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt049813
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt092247
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt074051
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt065364
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt064645
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0346120
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00080
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.99950
IRS990ScheduleA/PublicSupportPY509Pct00.99920
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0383345
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt013
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt024
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt019
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt062
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt060
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0178
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt052066
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0111982
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt078567
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt072542
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt068366
IRS990ScheduleA/Total509Grp/TotalAmt0383523
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0383523
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt028867
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt011938
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt010250
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt027625
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt049813
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt011938
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt010250
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt027625
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt049813
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0BACONFEST
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt020946
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt013956
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt028867
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04649
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt010262
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt010
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SUPPORT EDUCATIONAL ACTIVITIES AT SUNSET TERRACE SCHOOL SUPPORT ROCHESTER PUBLIC SCHOOLS, SUNSET TERRACE N/A 15216.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DUES 371. SUPPLIES 80. INSURANCE 155. BANK FEES 8.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KRISTA FREED
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05072855029
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-31
ReturnHeader/Filer/BusinessName/BusinessNameLine10PTA MINNESOTA CONGRESS SUNSET TERRACE SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0PTAM
ReturnHeader/Filer/EIN0416038423
ReturnHeader/Filer/PhoneNum05072855029
ReturnHeader/Filer/USAddress/AddressLine101707 19TH AVENUE NW
ReturnHeader/Filer/USAddress/City0ROCHESTER
ReturnHeader/Filer/USAddress/State0MN
ReturnHeader/Filer/USAddress/ZIPCode055901
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10THOMAS M CUMMINGS CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine103135A SUPERIOR DR NW
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0ROCHESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode055901
ReturnHeader/PreparerPersonGrp/PhoneNum05072812655
ReturnHeader/PreparerPersonGrp/PreparationDt02014-10-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS CUMMINGS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-10-30T07:18:29-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

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Filings