Civic Intelligence

Sunset Terrace Ptsa

990EZ • Fiscal year 2016 • EIN 41-6038423

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 15, 2016

Organization Profilesunsetterrace.new.rschooltoday.com
1707 19th Avenue NWRochester, MN 55901

(507) 328-3770

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

11th percentile

-32%

Higher net margin than 11% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

23rd percentile

-17%

Faster asset growth than 23% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

18th percentile

-29%

Faster revenue growth than 18% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$26,556

Down $5,274 (-17%) from 2015

Net Assets

Down

$26,556

Down $5,274 (-17%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin11th percentile

Revenue

Down

$16,235

Down $6,660 (-29%) from 2015

Expenses

Up

$21,509

Up $6,004 (+39%) from 2015

Net Income

Down

-$5,274

Down $12,664 (-171%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

2016

Assets$26,556
Liabilities$0
Net Assets$26,556
Open 2016 Filing

Operations Trend

Revenue Growth18th percentile

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

2016

Revenue$16,235
Expenses$21,509
Net Income-$5,274
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 15, 2016
Return Version
2015v2.1
Gross Receipts
$51,565
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$20,808$20,808
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KRISTINE PENZAPresident-$0--
CRAIG TAUSCHERVice President-$0--
JULIE LINDENTreasurer-$0--
PA XIONGSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Coupon Book$13,063$13,063$6,310$6,753
Baconfest$12,909$12,909$7,446$5,463
Total Events$49,894$49,894$35,330$14,564
Filing and Contact Details

Filer

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

Signing Officer

Name
Julie Linden
Title
Treasurer
Phone
5073283770
Signed
2016-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Thomas M Cummings CPA
Address
3135A SUPERIOR DR NW, ROCHESTER, MN 55901
Preparer
Thomas Cummings CPA
Phone
5072812655
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

“Support educational activities at sunset terrace school; support; rochester public schools: 1707 19t”

Form 990EZ, Part I, Line 16

“SUPPLIES 122.”

Form 990EZ, Part I, Line 16

“INSURANCE 175.”

Form 990EZ, Part I, Line 16

“BANK FEES 9.”

Form 990EZ, Part I, Line 16

“MISCELLANEOUS 132.”

Raw XML Appendix180 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/PersonNm0JULIE LINDEN
IRS990EZ/BooksInCareOfDetail/PhoneNum05072855029
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01707 19TH AVENUE NW
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ROCHESTER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd055901
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt031830
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt026556
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01621
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5274
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0240
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt031830
IRS990EZ/Form990TotalAssetsGrp/EOYAmt026556
IRS990EZ/FundraisingGrossIncomeAmt049894
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt020808
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt051565
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt035
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt015
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt031830
IRS990EZ/NetAssetsOrFundBalancesEOYAmt026556
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt031830
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt026556
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KRISTINE PENZA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CRAIG TAUSCHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JULIE LINDEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PA XIONG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0438
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHILD ADVOCACY AT SUNSET TERRACE ELEMENTARY
IRS990EZ/PrintingPublicationsPostageAmt023
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORT PROVIDED TO STUDENTS AND TEACHERS AT SUNSET TERRACE ELEMENTARY SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt020808
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt020808
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt035330
IRS990EZ/SpecialEventsNetIncomeLossAmt014564
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt021509
IRS990EZ/TotalProgramServiceExpensesAmt020808
IRS990EZ/TotalRevenueAmt016235
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0sunsetterrace.new.rschooltoday.com
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01621
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01235
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02253
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt019735
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt04516
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt029360
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt035
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt016
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt013
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt024
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt019
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0107
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt049894
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt059661
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt049813
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt092247
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt074051
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0325666
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt035
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt016
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt013
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt024
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt019
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0107
IRS990ScheduleA/InvestmentIncomeCYPct00.00030
IRS990ScheduleA/InvestmentIncomePYPct00.00040
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.99970
IRS990ScheduleA/PublicSupportPY509Pct00.99960
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0355026
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt051515
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt060896
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt052066
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0111982
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt078567
IRS990ScheduleA/Total509Grp/TotalAmt0355026
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0355133
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt035330
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0COUPON BOOK
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BACONFEST
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt013063
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt012909
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt023922
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt049894
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt013063
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt012909
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt023922
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt049894
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt014564
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt021574
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt035330
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06310
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt07446
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt09
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SUPPORT EDUCATIONAL ACTIVITIES AT SUNSET TERRACE SCHOOL; SUPPORT; ROCHESTER PUBLIC SCHOOLS: 1707 19T
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SUPPLIES 122.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INSURANCE 175.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BANK FEES 9.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MISCELLANEOUS 132.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIE LINDEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05073283770
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA MINNESOTA CONGRESS SUNSET TERRACE SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0PTAM
ReturnHeader/Filer/EIN0416038423
ReturnHeader/Filer/PhoneNum05073283770
ReturnHeader/Filer/USAddress/AddressLine1Txt01707 19TH AVENUE NW
ReturnHeader/Filer/USAddress/CityNm0ROCHESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055901
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THOMAS M CUMMINGS CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03135A SUPERIOR DR NW
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROCHESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055901
ReturnHeader/PreparerPersonGrp/PhoneNum05072812655
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS CUMMINGS CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-11-08T11:18:34-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$26,556
Liabilities
$0
Net assets
$26,556
Revenue
$16,235
Expenses
$21,509
Net income
-$5,274
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$26.7$0.00$26.7$20.1$19.5$0.55
2018Detailed filing. Detailed filing data is available for this year.$26.1$0.00$26.1$18.7$22.1$3.42
2017Detailed filing. Detailed filing data is available for this year.$29.5$0.00$29.5$21.1$18.1$2.99
2016Detailed filing. Detailed filing data is available for this year.$26.6$0.00$26.6$16.2$21.5$5.27
2015Detailed filing. Detailed filing data is available for this year.$31.8$0.00$31.8$22.9$15.5$7.39
2014Detailed filing. Detailed filing data is available for this year.$24.4$0.00$24.4$23.2$16.4$6.85
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.6$0.00$17.6$64.3$67.5$3.22
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.8$20.8$31.9$28.5$3.46
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.4$0.00$17.4$28.6$31.5$2.92