Civic Intelligence

Jefferson Elementary Ptsa

990EZ • Fiscal year 2023 • EIN 41-6040879

Jul 01, 2022 to Jun 30, 2023 • Filed on Oct 26, 2023

Organization Profile
1201 10th Ave NERochester, MN 55906-7061

(919) 841-7196

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

58th percentile

7.6%

Higher net margin than 58% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

53rd percentile

2.6%

Faster asset growth than 53% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

8th percentile

-64%

Faster revenue growth than 8% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$71,717

Up $1,808 (+2.6%) from 2022

Net Assets

Up

$71,717

Up $1,808 (+2.6%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin58th percentile

Revenue

Down

$23,879

Down $42,304 (-64%) from 2022

Expenses

Down

$22,072

Down $7,244 (-25%) from 2022

Net Income

Down

$1,807

Down $35,060 (-95%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$80K$60K$40K$20K$0Assets 2022: $69,909Liabilities 2022: $0Net Assets 2022: $69,9092022Assets 2023: $71,717Liabilities 2023: $0Net Assets 2023: $71,7172023Assets 2025: $50,376Liabilities 2025: $0Net Assets 2025: $50,3762025

Highlighted filing

2023

Assets$71,717
Liabilities$0
Net Assets$71,717
Open 2023 Filing

Operations Trend

Revenue Growth8th percentile

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

$80K$60K$40K$20K$0Revenue 2022: $66,183Expenses 2022: $29,316Net Income 2022: $36,8672022Revenue 2023: $23,879Expenses 2023: $22,072Net Income 2023: $1,8072023Revenue 2025: $56,102Expenses 2025: $32,969Net Income 2025: $23,1332025

Highlighted filing

2023

Revenue$23,879
Expenses$22,072
Net Income$1,807
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 26, 2023
Return Version
2022v5.0
Gross Receipts
$51,833
Mission and Program Overview

Mission

To support a public school and its students, staff, and families.

To support the students, staff, and families associated with a public elementary school.

Program Services

DescriptionGrantsExpenses
We funded teachers buying educational materials for their classes,-$14,127
provided transportation to field trips and covered fees for students who needed help-$3,776
provided rewards the school used to incentivize good behavior-$525
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Katie GeraghtyPresidentPT$0--
Martha JensenSecretary-$0--
Colleen PhillipsTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
PTA Minnesota Congress
EIN
41-6040879
Address
1201 10TH AVE NE, ROCHESTER, MN 55906-7061

Signing Officer

Name
Colleen Phillips
Title
Treasurer
Signed
2023-10-26
Supplemental Narrative

Additional Explanations

990-EZ, Part I, Line 16

“Bounced check 363.61 Academic Support 2,053.22 Room Activity funds for teachers 4,901.28 Seesaw (Educational app) 1500 Autism cooking skills 87.99 Transportation for field trips 3775.95 5th grade graduation 251.74 Behavior rewards 350 Family event (pastries) 67.50 Pizza with principals 175.10 insurance 277 school safety patrol 106 staff appreciation 1883.26 student council 72.47 hi/lo books 498.75 Library support 815.62 PE supplies 736.38 funding requests from classrooms 913.75”

Raw XML Appendix201 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/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Colleen Phillips
IRS990EZ/BooksInCareOfDetail/PhoneNum09198417196
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02702 Century Lane NE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Rochester
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd055906
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt069910
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/GamingGrossIncomeAmt00
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IRS990EZ/GrossProfitLossSlsOfInvntryAmt06850
IRS990EZ/GrossReceiptsAmt051833
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IRS990EZ/InitialReturnInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Colleen Phillips
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt021449
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To support the students, staff, and families associated with a public elementary school.
IRS990EZ/PrintingPublicationsPostageAmt0294
IRS990EZ/ProgramServiceRevenueAmt015434
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0We funded teachers buying educational materials for their classes,
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1provided transportation to field trips and covered fees for students who needed help
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2provided rewards the school used to incentivize good behavior
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt014127
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13776
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt2525
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt02605
IRS990EZ/SpecialEventsNetIncomeLossAmt02783
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt022072
IRS990EZ/TotalProgramServiceExpensesAmt018428
IRS990EZ/TotalRevenueAmt023879
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt010397
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt041648
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02959
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt011224
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt023437
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt089665
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0161
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0161
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt041275
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt046405
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt010271
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt037492
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt047008
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0182451
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0161
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0161
IRS990ScheduleA/InvestmentIncomeCYPct00.00059
IRS990ScheduleA/InvestmentIncomePYPct00
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearAmt00
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt00
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IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearAmt00
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99941
IRS990ScheduleA/PublicSupportPY509Pct00.9999
IRS990ScheduleA/PublicSupportTotal509Amt0272116
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt00
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IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt00
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IRS990ScheduleA/SupportedOrganizationsTotalCnt00
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt051672
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt088053
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt013230
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt048716
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt070445
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt051833
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt088053
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt013230
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt048716
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt070445
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Bounced check 363.61 Academic Support 2,053.22 Room Activity funds for teachers 4,901.28 Seesaw (Educational app) 1500 Autism cooking skills 87.99 Transportation for field trips 3775.95 5th grade graduation 251.74 Behavior rewards 350 Family event (pastries) 67.50 Pizza with principals 175.10 insurance 277 school safety patrol 106 staff appreciation 1883.26 student council 72.47 hi/lo books 498.75 Library support 815.62 PE supplies 736.38 funding requests from classrooms 913.75
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0990-EZ, Part I, Line 16
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Colleen Phillips
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA Minnesota Congress
ReturnHeader/Filer/BusinessNameControlTxt0PTAM
ReturnHeader/Filer/EIN0416040879
ReturnHeader/Filer/USAddress/AddressLine1Txt01201 10TH AVE NE
ReturnHeader/Filer/USAddress/CityNm0ROCHESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd0559067061
ReturnHeader/ReturnTs02023-10-26T18:54:17Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$71,717
Liabilities
$0
Net assets
$71,717
Revenue
$23,879
Expenses
$22,072
Net income
$1,807
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$50.4$0.00$50.4$56.1$33.0$23.1
2023Detailed filing. Detailed filing data is available for this year.$71.7$0.00$71.7$23.9$22.1$1.81
2022Detailed filing. Detailed filing data is available for this year.$69.9$0.00$69.9$66.2$29.3$36.9