Civic Intelligence

PTA Iowa Congress

990EZ • Fiscal year 2016 • EIN 42-1329383

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 14, 2016

Organization Profile
PO Box 191Newton, IA 50208

(641) 791-7545

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

65th percentile

11%

Higher net margin than 65% 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

66th percentile

13%

Faster asset growth than 66% of similar nonprofits.

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

Revenue Growth

82nd percentile

38%

Faster revenue growth than 82% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$23,942

Up $2,818 (+13%) from 2015

Net Assets

Up

$23,942

Up $2,818 (+13%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin65th percentile

Revenue

Up

$25,744

Up $7,087 (+38%) from 2015

Expenses

Down

$22,926

Down $1,518 (-6.2%) from 2015

Net Income

Up

$2,818

Up $8,605 (+149%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$40K$30K$20K$10K$0Assets 2011: $36,042Net Assets 2011: $36,0422011Assets 2012: $34,109Liabilities 2012: $02012Assets 2013: $17,593Liabilities 2013: $0Net Assets 2013: $17,5932013Assets 2014: $21,795Liabilities 2014: $0Net Assets 2014: $21,7952014Assets 2015: $21,124Liabilities 2015: $0Net Assets 2015: $21,1242015Assets 2016: $23,942Liabilities 2016: $0Net Assets 2016: $23,9422016

Highlighted filing

2016

Assets$23,942
Liabilities$0
Net Assets$23,942
Open 2016 Filing

Operations Trend

Revenue Growth82nd percentile

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

$40K$20K$0-$20KRevenue 2011: $20,251Expenses 2011: $16,415Net Income 2011: $3,8362011Revenue 2012: $20,667Expenses 2012: $22,600Net Income 2012: -$1,9332012Revenue 2013: $15,438Expenses 2013: $31,954Net Income 2013: -$16,5162013Revenue 2014: $22,352Expenses 2014: $18,150Net Income 2014: $4,2022014Revenue 2015: $18,657Expenses 2015: $24,444Net Income 2015: -$5,7872015Revenue 2016: $25,744Expenses 2016: $22,926Net Income 2016: $2,8182016

Highlighted filing

2016

Revenue$25,744
Expenses$22,926
Net Income$2,818
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 14, 2016
Return Version
2015v2.1
Gross Receipts
$41,379
Mission and Program Overview

Mission

To assist educators and parents

Program Services

DescriptionGrantsExpenses
SEVERAL SMALL GRANTS WERE GIVEN TO NEWTON COMMUNITY SCHOOLS TO HELP FUND ENRICHMENT ACTIVITIES FOR THE STUDENTS ALL SCHOOLS IN THE DISTRICT BENFITTED FROM THESE GRANTS$13,098-
A GRANT WAS GIVEN TO NEWTON COMMUNITY SCHOOLS TO PROMOTE LITERACY IN THE SCHOOLS$5,000-
IN APRIL SEVERAL SMALL GRANTS WERE GIVEN TO THE LOCAL SCHOOLS TO HELP WITH CLASSROOM EXPENSES$1,500-
Other program services$1,000-
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROSE LILLOPresident-$0--
CHELSEA SWARTSVice President-$0--
CHANTELLE LUNDBERGTreasurer-$0--
AMBER ZINKSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Pta Iowa Congress
EIN
42-1329383
Address
PO BOX 191, NEWTON, IA 50208

Signing Officer

Name
Chantelle Lundberg
Title
Treasurer
Phone
6417917545
Signed
2016-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Dimensions Accounting PC
Address
101 12 First Ave W, Newton, IA 50208
Preparer
Sherry Griggs
Phone
6417922058
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity literacy grant grantee newton community schools street n 4th ave e city, state, zip newton, ia 50208amount 5,000activity all other grants grantee newton community schools street n 4th ave e city, state, zip newton, ia 50208amount 13,098activity miscellaneous grants grantee newton community schools street n 4th ave e city, state, zip newton, ia 50208amount 2,500”

Description of other expenses Part I line 16

“Description amountinsurance 420tax preparation 275”

Other program services Part III line 31

“Scholarship awarded to a newton senior high school senior.”

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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0CHANTELLE LUNDBERG
IRS990EZ/BooksInCareOfDetail/PhoneNum06417917545
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 191
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NEWTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd050208
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt021124
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt023942
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt015635
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02818
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt021124
IRS990EZ/Form990TotalAssetsGrp/EOYAmt023942
IRS990EZ/GrantsAndSimilarAmountsPaidAmt020598
IRS990EZ/GrossProfitLossSlsOfInvntryAmt024959
IRS990EZ/GrossReceiptsAmt041379
IRS990EZ/GrossSalesOfInventoryAmt040594
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0785
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt021124
IRS990EZ/NetAssetsOrFundBalancesEOYAmt023942
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt021124
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt023942
IRS990EZ/OccupancyRentUtltsAndMaintAmt01500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROSE LILLO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHELSEA SWARTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHANTELLE LUNDBERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3AMBER ZINK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt0695
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO ASSIST EDUCATORS AND PARENTS
IRS990EZ/PrintingPublicationsPostageAmt0133
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0IN APRIL SEVERAL SMALL GRANTS WERE GIVEN TO THE LOCAL SCHOOLS TO HELP WITH CLASSROOM EXPENSES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1A GRANT WAS GIVEN TO NEWTON COMMUNITY SCHOOLS TO PROMOTE LITERACY IN THE SCHOOLS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SEVERAL SMALL GRANTS WERE GIVEN TO NEWTON COMMUNITY SCHOOLS TO HELP FUND ENRICHMENT ACTIVITIES FOR THE STUDENTS ALL SCHOOLS IN THE DISTRICT BENFITTED FROM THESE GRANTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Other program services
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01500
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt15000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt213098
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt31000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt022926
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt025744
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0785
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01239
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01270
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01370
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0125
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt04789
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt065
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt045
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0110
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt040594
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt064997
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt052000
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt034718
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt052364
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0244673
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt065
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt045
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0110
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99960
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0249462
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt041379
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt066236
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt053270
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt036088
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt052489
IRS990ScheduleA/Total509Grp/TotalAmt0249462
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt041379
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt066236
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt053270
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt036153
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt052534
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0249572
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY LITERACY GRANT GRANTEE NEWTON COMMUNITY SCHOOLS STREET N 4TH AVE E CITY, STATE, ZIP NEWTON, IA 50208AMOUNT 5,000ACTIVITY ALL OTHER GRANTS GRANTEE NEWTON COMMUNITY SCHOOLS STREET N 4TH AVE E CITY, STATE, ZIP NEWTON, IA 50208AMOUNT 13,098ACTIVITY MISCELLANEOUS GRANTS GRANTEE NEWTON COMMUNITY SCHOOLS STREET N 4TH AVE E CITY, STATE, ZIP NEWTON, IA 50208AMOUNT 2,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTINSURANCE 420TAX PREPARATION 275
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SCHOLARSHIP AWARDED TO A NEWTON SENIOR HIGH SCHOOL SENIOR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other program services Part III line 31
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHANTELLE LUNDBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06417917545
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA IOWA CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0PTAI
ReturnHeader/Filer/EIN0421329383
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 191
ReturnHeader/Filer/USAddress/CityNm0NEWTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050208
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471109401
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Dimensions Accounting PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0101 12 First Ave W
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Newton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd050208
ReturnHeader/PreparerPersonGrp/PhoneNum06417922058
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sherry Griggs
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-11-14T14:52:19-06:00
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
$23,942
Liabilities
$0
Net assets
$23,942
Revenue
$25,744
Expenses
$22,926
Net income
$2,818
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$23.9$0.00$23.9$25.7$22.9$2.82
2015Detailed filing. Detailed filing data is available for this year.$21.1$0.00$21.1$18.7$24.4$5.79
2014Detailed filing. Detailed filing data is available for this year.$21.8$0.00$21.8$22.4$18.2$4.20
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.6$0.00$17.6$15.4$32.0$16.5
2012Summary only. Only limited summary data is available for this year.$34.1$0.00$20.7$22.6$1.93
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$36.0$36.0$20.3$16.4$3.84
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • <$500k nonprofits