Civic Intelligence

PTA Minnesota Congressoak Park PTA

EIN 90-0250836 • 501(c)3 • Stillwater, MN

Profile

Parent teachers association

6355 Osman Ave NStillwater, MN 55082

n/A

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

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

Liabilities / Revenue

62nd percentile

0.00x

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

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

Net Margin

71st percentile

17%

Higher net margin than 71% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

78th percentile

24%

Faster asset growth than 78% of similar nonprofits.

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

Revenue Growth

48th percentile

-3.7%

Faster revenue growth than 48% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$23,181

Up $4,524 (+24%) from 2015

Liabilities

Flat

$0

Flat from 2015

Net Assets

Up

$23,181

Up $4,524 (+24%) from 2015

Operations
Liabilities / Revenue62nd percentileNet Margin71st percentile

Revenue

Down

$26,844

Down $1,038 (-3.7%) from 2015

Expenses

Down

$22,320

Down $13,169 (-37%) from 2015

Net Income

Up

$4,524

Up $12,131 (+159%) from 2015

Trend Graphs

Balance Sheet Trend

Asset Growth78th percentile

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

$30K$20K$10K$0Assets 2012: $25,941Liabilities 2012: $02012Assets 2013: $21,834Liabilities 2013: $0Net Assets 2013: $21,8342013Assets 2014: $26,264Liabilities 2014: $0Net Assets 2014: $26,2642014Assets 2015: $18,657Liabilities 2015: $0Net Assets 2015: $18,6572015Assets 2016: $23,181Liabilities 2016: $0Net Assets 2016: $23,1812016

Highlighted filing

2016

Assets$23,181
Liabilities$0
Net Assets$23,181
Open 2016 Filing

Operations Trend

Revenue Growth48th percentile

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

$40K$20K$0-$20KRevenue 2012: $28,241Expenses 2012: $18,566Net Income 2012: $9,6752012Revenue 2013: $18,162Expenses 2013: $22,269Net Income 2013: -$4,1072013Revenue 2014: $26,829Expenses 2014: $22,399Net Income 2014: $4,4302014Revenue 2015: $27,882Expenses 2015: $35,489Net Income 2015: -$7,6072015Revenue 2016: $26,844Expenses 2016: $22,320Net Income 2016: $4,5242016

Highlighted filing

2016

Revenue$26,844
Expenses$22,320
Net Income$4,524
Open 2016 Filing

Filings

Most recent year

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

Open filing
Assets
$23,181
Liabilities
$0
Net assets
$23,181
Revenue
$26,844
Expenses
$22,320
Net income
$4,524
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$23.2$0.00$23.2$26.8$22.3$4.52
2015Detailed filing. Detailed filing data is available for this year.$18.7$0.00$18.7$27.9$35.5$7.61
2014Detailed filing. Detailed filing data is available for this year.$26.3$0.00$26.3$26.8$22.4$4.43
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.8$0.00$21.8$18.2$22.3$4.11
2012Summary only. Only limited summary data is available for this year.$25.9$0.00$28.2$18.6$9.68
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 1, 2017
Return Version
2015v3.0
Gross Receipts
$45,602
Mission and Program Overview

Mission

Parent teachers association

Program Services

DescriptionGrantsExpenses
ACADEMIC ENRICHMENT PROGRAMS$4,037$16,085
ACADEMIC SUPPORT PROGRAMS-$5,547
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMY HOFFPresident-$0--
KIM JELINEKTreasurer-$0--
DAVID STRICKERVP-$0--
JENNIFER HAUERVice Preside-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Chippe Shoppe F$22,853$22,853$9,586$13,267
Spring Fundrais$6,822$6,822$3,739$3,083
Total Events$34,998$34,998$15,235$19,763
Filing and Contact Details

Filer

Filer Name
Pta Minnesota Congressoak Park Pta
EIN
90-0250836
Phone
6513517586
Address
6355 OSMAN AVE N, STILLWATER, MN 55082

Signing Officer

Name
Kim Jelinek
Title
Treasurer
Phone
6513517586
Signed
2017-02-01

Preparer

Firm
Elizabeth Weaver Ltd
Address
1060 CURVE CREST BLVD W, STILLWATER, MN 55082
Preparer
Elizabeth Weaver CPA
Phone
6514391077
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses school supplies 6,040 teacher supplies 528 bank charges 13 teacher appreciation 639 fall open house 107 6th grade party 1,542 bus - field trips 898 state fees 25 school improvements 3,000 artist in residence 3,915 postage 175 teacher conferences 826 student appreciation 100 total 17,808”

Form 990-ez, Part III

“Line 10 luekemia & lymphoma society - 4,037”

Raw XML Appendix171 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/BooksInCareOfDetail/PersonNm0KIM JELINEK
IRS990EZ/BooksInCareOfDetail/PhoneNum06513517586
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05557 NOVAK AVE N
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0OAK PARK HEIGHTS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd055082
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt018657
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt023181
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt06274
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04524
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0475
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt018657
IRS990EZ/Form990TotalAssetsGrp/EOYAmt023181
IRS990EZ/FundraisingGrossIncomeAmt038806
IRS990EZ/GrantsAndSimilarAmountsPaidAmt04037
IRS990EZ/GrossReceiptsAmt045602
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt012
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0510
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt018657
IRS990EZ/NetAssetsOrFundBalancesEOYAmt023181
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt018657
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt023181
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0AMY HOFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KIM JELINEK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DAVID STRICKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JENNIFER HAUER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt017808
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PARENT TEACHERS ASSOCIATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ACADEMIC ENRICHMENT PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ACADEMIC SUPPORT PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt04037
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt016085
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15547
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt018758
IRS990EZ/SpecialEventsNetIncomeLossAmt020048
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt022320
IRS990EZ/TotalProgramServiceExpensesAmt021632
IRS990EZ/TotalRevenueAmt026844
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt06274
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03516
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01354
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01030
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt012174
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt012
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt07
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt07
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt036
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt039316
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt046658
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt048921
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt049352
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt057479
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0241726
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt012
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt07
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt07
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt036
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt0253900
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt045590
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt050174
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt050275
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt049352
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt058509
IRS990ScheduleA/Total509Grp/TotalAmt0253900
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt045602
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt050179
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt050280
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt049359
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt058516
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0253936
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt015235
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CHIPPE SHOPPE F
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SPRING FUNDRAIS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt022853
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt06822
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt05323
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt034998
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt022853
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt06822
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt05323
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt034998
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt019763
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt01910
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt015235
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt09586
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03739
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES SCHOOL SUPPLIES 6,040 TEACHER SUPPLIES 528 BANK CHARGES 13 TEACHER APPRECIATION 639 FALL OPEN HOUSE 107 6TH GRADE PARTY 1,542 BUS - FIELD TRIPS 898 STATE FEES 25 SCHOOL IMPROVEMENTS 3,000 ARTIST IN RESIDENCE 3,915 POSTAGE 175 TEACHER CONFERENCES 826 STUDENT APPRECIATION 100 TOTAL 17,808
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1LINE 10 LUEKEMIA & LYMPHOMA SOCIETY - 4,037
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KIM JELINEK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06513517586
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA MINNESOTA CONGRESSOAK PARK PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAM
ReturnHeader/Filer/EIN0900250836
ReturnHeader/Filer/PhoneNum06513517586
ReturnHeader/Filer/USAddress/AddressLine1Txt06355 OSMAN AVE N
ReturnHeader/Filer/USAddress/CityNm0STILLWATER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055082
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0412023477
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ELIZABETH WEAVER LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01060 CURVE CREST BLVD W
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0STILLWATER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055082
ReturnHeader/PreparerPersonGrp/PhoneNum06514391077
ReturnHeader/PreparerPersonGrp/PreparationDt02017-02-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELIZABETH WEAVER CPA
ReturnHeader/ReturnTs02017-02-02T10:34:22-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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