Civic Intelligence

Sunset Terrace Ptsa

990EZ • Fiscal year 2017 • EIN 41-6038423

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

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.

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

Liabilities / Revenue

56th percentile

0.00x

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

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

Net Margin

69th percentile

14%

Higher net margin than 69% 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

63rd percentile

11%

Faster asset growth than 63% of similar nonprofits.

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

Revenue Growth

78th percentile

30%

Faster revenue growth than 78% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$29,545

Up $2,989 (+11%) from 2016

Net Assets

Up

$29,545

Up $2,989 (+11%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin69th percentile

Revenue

Up

$21,129

Up $4,894 (+30%) from 2016

Expenses

Down

$18,140

Down $3,369 (-16%) from 2016

Net Income

Up

$2,989

Up $8,263 (+157%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth63rd 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

2017

Assets$29,545
Liabilities$0
Net Assets$29,545
Open 2017 Filing

Operations Trend

Revenue Growth78th 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

2017

Revenue$21,129
Expenses$18,140
Net Income$2,989
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 15, 2017
Return Version
2016v3.0
Gross Receipts
$40,100
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$17,458$17,458
Compensation and Service Providers
Top Officer Pay76th 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
Read a Thon$8,993$8,993$307$8,686
Coupon Book$8,619$8,619$4,280$4,339
Total Events$38,950$38,950$18,971$19,979
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
2017-11-15
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 programs at sunset terrace school; disbursements; sunset terrace school: 1707 19”

Form 990EZ, Part I, Line 16

“SUPPLIES 237.”

Form 990EZ, Part I, Line 16

“INSURANCE 175.”

Raw XML Appendix182 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/BOYAmt026556
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt029545
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01021
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02989
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0270
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt026556
IRS990EZ/Form990TotalAssetsGrp/EOYAmt029545
IRS990EZ/FundraisingGrossIncomeAmt038950
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt017458
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt040100
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt032
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt097
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt026556
IRS990EZ/NetAssetsOrFundBalancesEOYAmt029545
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt026556
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt029545
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/OtherExpensesTotalAmt0412
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHILD ADVOCACY AT SUNSET TERRACE ELEMENTARY
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORT PROVIDED TO STUDENTS AND TEACHERS AT SUNSET TERRACE ELEMENTARY SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt017458
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt017458
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt018971
IRS990EZ/SpecialEventsNetIncomeLossAmt019979
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt018140
IRS990EZ/TotalProgramServiceExpensesAmt017458
IRS990EZ/TotalRevenueAmt021129
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0sunsetterrace.new.rschooltoday.com
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01118
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01621
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01235
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02253
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt019735
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt025962
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt032
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt035
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt016
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt013
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt024
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0120
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt038950
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt049894
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt059661
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt049813
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt092247
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0290565
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt032
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt035
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt016
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt013
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt024
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0120
IRS990ScheduleA/InvestmentIncomeCYPct00.00040
IRS990ScheduleA/InvestmentIncomePYPct00.00030
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.99960
IRS990ScheduleA/PublicSupportPY509Pct00.99970
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0316527
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt040068
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt051515
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt060896
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt052066
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0111982
IRS990ScheduleA/Total509Grp/TotalAmt0316527
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0316647
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt018971
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0COUPON BOOK
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0READ A THON
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt08619
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt08993
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt021338
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt038950
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt08619
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt08993
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt021338
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt038950
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt019979
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt014384
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt018971
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04280
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0307
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt09
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SUPPORT EDUCATIONAL PROGRAMS AT SUNSET TERRACE SCHOOL; DISBURSEMENTS; SUNSET TERRACE SCHOOL: 1707 19
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SUPPLIES 237.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INSURANCE 175.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 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/SignatureDt02017-11-15
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/FilingSecurityInformation/AtSubmissionCreationDeviceId06F6989BBA4BACAC75F483FB04A3E1223E9CD8CB6
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06F6989BBA4BACAC75F483FB04A3E1223E9CD8CB6
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.159.194.162
ReturnHeader/FilingSecurityInformation/IPDt02017-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm011:24:28
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/PreparationDt02017-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS CUMMINGS CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-11-13T11:24:34-08:00
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
$29,545
Liabilities
$0
Net assets
$29,545
Revenue
$21,129
Expenses
$18,140
Net income
$2,989
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