Civic Intelligence

Irving School PTA

EIN 42-6120250 • 501(c)3 • Dubuque, IA

990-N Coverage

Profile

Parent teacher association

2520 Pennsylvania AvenueDubuque, IA 52001
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

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

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

Liabilities / Revenue

61st percentile

0.00x

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

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

Net Margin

81st percentile

28%

Higher net margin than 81% of similar nonprofits.

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

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

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

Asset Growth

75th percentile

17%

Faster asset growth than 75% of similar nonprofits.

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

Revenue Growth

67th percentile

13%

Faster revenue growth than 67% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$37,179

Up $5,522 (+17%) from 2016

Liabilities

Flat

$0

Flat from 2016

Net Assets

Up

$37,179

Up $5,522 (+17%) from 2016

Operations
Liabilities / Revenue61st percentileNet Margin81st percentile

Revenue

Up

$19,740

Up $2,334 (+13%) from 2016

Expenses

Down

$14,164

Down $10,919 (-44%) from 2016

Net Income

Up

$5,576

Up $13,253 (+173%) from 2016

Trend Graphs

Balance Sheet Trend

Asset Growth75th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2011: $40,147Liabilities 2011: $0Net Assets 2011: $40,1472011Assets 2012: $43,016Liabilities 2012: $0Net Assets 2012: $43,0162012Assets 2013: $33,084Liabilities 2013: $0Net Assets 2013: $33,0842013Assets 2014: $29,099Liabilities 2014: $0Net Assets 2014: $29,0992014Assets 2015: $39,334Liabilities 2015: $0Net Assets 2015: $39,3342015Assets 2016: $31,657Liabilities 2016: $0Net Assets 2016: $31,6572016Assets 2017: $37,179Liabilities 2017: $0Net Assets 2017: $37,1792017

Highlighted filing

2017

Assets$37,179
Liabilities$0
Net Assets$37,179
Open 2017 Filing

Operations Trend

Revenue Growth67th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40K$20K$0-$20KRevenue 2011: $13,238Expenses 2011: $13,818Net Income 2011: -$5802011Revenue 2012: $12,210Expenses 2012: $9,352Net Income 2012: $2,8582012Revenue 2013: $22,572Expenses 2013: $32,504Net Income 2013: -$9,9322013Revenue 2014: $20,312Expenses 2014: $24,297Net Income 2014: -$3,9852014Revenue 2015: $20,894Expenses 2015: $10,657Net Income 2015: $10,2372015Revenue 2016: $17,406Expenses 2016: $25,083Net Income 2016: -$7,6772016Revenue 2017: $19,740Expenses 2017: $14,164Net Income 2017: $5,5762017

Highlighted filing

2017

Revenue$19,740
Expenses$14,164
Net Income$5,576
Open 2017 Filing

Filings

Most recent year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$37,179
Liabilities
$0
Net assets
$37,179
Revenue
$19,740
Expenses
$14,164
Net income
$5,576
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$37.2$0.00$37.2$19.7$14.2$5.58
2016Detailed filing. Detailed filing data is available for this year.$31.7$0.00$31.7$17.4$25.1$7.68
2015Detailed filing. Detailed filing data is available for this year.$39.3$0.00$39.3$20.9$10.7$10.2
2014Detailed filing. Detailed filing data is available for this year.$29.1$0.00$29.1$20.3$24.3$3.99
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$33.1$0.00$33.1$22.6$32.5$9.93
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$43.0$0.00$43.0$12.2$9.35$2.86
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$40.1$0.00$40.1$13.2$13.8$0.58
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2016 to Jul 31, 2017
Signed
Aug 31, 2017
Return Version
2016v3.0
Gross Receipts
$53,348
Mission and Program Overview

Mission

Parent teacher association

Program Services

DescriptionGrantsExpenses
FUNDRAISING PROJECTS BENEFITTING THE STUDENT BODY OF 571 STUDENTS BY FUNDING FIELD TRIPS PHYSICAL FITNESS AND PURCHASING SCHOOL EQUIPMENT BOOKS AND WEEKLY READERS-$14,164
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANGELA JONESSecretary-$0--
JENNIFER SHIMONTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Cookie Dough----
Filing and Contact Details

Filer

Filer Name
Irving School Pta
EIN
42-6120250
Address
2520 PENNSYLVANIA AVENUE, DUBUQUE, IA 52001

Signing Officer

Name
Jennifer Shimon
Title
Treasurer
Phone
5636632129
Signed
2017-08-31
Discuss with paid preparer
Yes

Preparer

Firm
Wagner Accounting & Tax Service Inc
Address
999 Century Drive Suite 5, Dubuque, IA 52002-3776
Preparer
Thomas a Wagner
Phone
5635564508
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountconference expense 323math program 4,860field trips 5,580office exp 25teacher appreciation expense 760other programs 1,342open house exp 915other expense 34”

Other changes in net assets or fund balances Part I line 20

“Description amountprior period adjustment (54)”

Raw XML Appendix158 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/PersonNm0JENNIFER SHIMON
IRS990EZ/BooksInCareOfDetail/PhoneNum05635820590
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02520 PENNSYLVANIA AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0DUBUQUE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd052001
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt031657
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt037179
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0995
IRS990EZ/CostOfGoodsSoldAmt04307
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05576
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0325
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt031657
IRS990EZ/Form990TotalAssetsGrp/EOYAmt037179
IRS990EZ/FundraisingGrossIncomeAmt048566
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0-520
IRS990EZ/GrossReceiptsAmt053348
IRS990EZ/GrossSalesOfInventoryAmt03787
IRS990EZ/GroupExemptionNum00638
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt031657
IRS990EZ/NetAssetsOrFundBalancesEOYAmt037179
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt031657
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt037179
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ANGELA JONES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JENNIFER SHIMON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt0-54
IRS990EZ/OtherExpensesTotalAmt013839
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PARENT TEACHER ASSOCIATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FUNDRAISING PROJECTS BENEFITTING THE STUDENT BODY OF 571 STUDENTS BY FUNDING FIELD TRIPS PHYSICAL FITNESS AND PURCHASING SCHOOL EQUIPMENT BOOKS AND WEEKLY READERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt014164
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt029301
IRS990EZ/SpecialEventsNetIncomeLossAmt019265
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt014164
IRS990EZ/TotalProgramServiceExpensesAmt014164
IRS990EZ/TotalRevenueAmt019740
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0995
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0941
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0416
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01512
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0250
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt04114
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt064
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt029
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt051
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0144
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt018745
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt017406
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt020414
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt018771
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt023139
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt098475
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt064
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt029
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt051
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0144
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99860
IRS990ScheduleA/PublicSupportPY509Pct00.99700
IRS990ScheduleA/PublicSupportTotal509Amt0102589
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt019740
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt018347
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt020830
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt020283
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt023389
IRS990ScheduleA/Total509Grp/TotalAmt0102589
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt019740
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt018347
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt020894
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt020312
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt023440
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0102733
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0COOKIE DOUGH
IRS990ScheduleG/LicensedStatesCd0IA
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTCONFERENCE EXPENSE 323MATH PROGRAM 4,860FIELD TRIPS 5,580OFFICE EXP 25TEACHER APPRECIATION EXPENSE 760OTHER PROGRAMS 1,342OPEN HOUSE EXP 915OTHER EXPENSE 34
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTPRIOR PERIOD ADJUSTMENT (54)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other changes in net assets or fund balances Part I line 20
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER SHIMON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05636632129
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IRVING SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0IRVI
ReturnHeader/Filer/EIN0426120250
ReturnHeader/Filer/USAddress/AddressLine1Txt02520 PENNSYLVANIA AVENUE
ReturnHeader/Filer/USAddress/CityNm0DUBUQUE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd052001
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId04B0C8457A096EC2801993C3F9B895DC45A468FE7
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04B0C8457A096EC2801993C3F9B895DC45A468FE7
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId04204842017242lpgaxj4
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-08-30
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt063.142.33.18
ReturnHeader/FilingSecurityInformation/IPDt02017-08-30
ReturnHeader/FilingSecurityInformation/IPTm013:18:13
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200622637
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Wagner Accounting & Tax Service Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0999 Century Drive Suite 5
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Dubuque
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0520023776
ReturnHeader/PreparerPersonGrp/PhoneNum05635564508
ReturnHeader/PreparerPersonGrp/PreparationDt02017-08-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS A WAGNER
ReturnHeader/ReturnTs02017-08-30T13:11:13-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-08-01
ReturnHeader/TaxPeriodEndDt02017-07-31
ReturnHeader/TaxYr02016

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