Civic Intelligence

PTA Minnesota Congressoak Park PTA

990EZ • Fiscal year 2014 • EIN 90-0250836

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 13, 2014

6355 Osman Ave NStillwater, MN 55082

(651) 351-7586

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

73rd percentile

17%

Higher net margin than 73% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

72nd percentile

20%

Faster asset growth than 72% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

85th percentile

48%

Faster revenue growth than 85% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$26,264

Up $4,430 (+20%) from 2013

Net Assets

Up

$26,264

Up $4,430 (+20%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Up

$26,829

Up $8,667 (+48%) from 2013

Expenses

Up

$22,399

Up $130 (+0.6%) from 2013

Net Income

Up

$4,430

Up $8,537 (+208%) from 2013

Historical Trend

Balance Sheet Trend

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

$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

2014

Assets$26,264
Liabilities$0
Net Assets$26,264

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$26,829
Expenses$22,399
Net Income$4,430
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 13, 2014
Return Version
2013v3.1
Gross Receipts
$50,275
Mission and Program Overview

Mission

Parent teachers association

Program Services

DescriptionGrantsExpenses
ACADEMIC ENRICHMENT PROGRAMS$300$15,823
ACADEMIC SUPPORT PROGRAMS-$5,802
Compensation and Service Providers

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
Event 1$31,185$31,185$15,985$15,200
Event 2$11,475$11,475$3,892$7,583
Total Events$48,232$48,232$22,933$25,299
Filing and Contact Details

Filer

EIN
90-0250836
Phone
6513517586

Signing Officer

Name
Kim Jelinek
Title
Treasurer
Phone
6513517586
Signed
2014-11-13

Preparer

Preparer
Elizabeth Weaver CPA
Phone
6514391077
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses school supplies 6,235 pta supplies 151 bank charges 34 insurance 100 teacher appreciation 561 fall open house 729 6th grade party 619 bus - field trips 1,120 state fees 25 patrol 120 specialists 700 charge station 3,000 artist in residence 7,007 postage 253 teacher conferences 480 mini courses 540 total 21,674

Form 990-ez, Part III

Line 10 randy shaver cancer fund - 100 partnership plan - 200

Raw XML Appendix174 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0AMY HOFF
CompensationExplanation/CompensationExplanationGrp/PersonNm1KIM JELINEK
CompensationExplanation/CompensationExplanationGrp/PersonNm2DAVID STRICKER
CompensationExplanation/CompensationExplanationGrp/PersonNm3JENNIFER HAUER
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0KIM JELINEK
IRS990EZ/BooksInCareOfDetail/PhoneNum06513517586
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine105557 NOVAK AVE N
IRS990EZ/BooksInCareOfDetail/USAddress/City0OAK PARK HEIGHTS
IRS990EZ/BooksInCareOfDetail/USAddress/State0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode055082
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt021834
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt026264
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01354
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04430
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0425
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt021834
IRS990EZ/Form990TotalAssetsGrp/EOYAmt026264
IRS990EZ/FundraisingGrossIncomeAmt048696
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0300
IRS990EZ/GrossReceiptsAmt050275
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt05
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0220
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt021834
IRS990EZ/NetAssetsOrFundBalancesEOYAmt026264
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt021834
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt026264
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/OtherExpensesTotalAmt021674
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PARENT TEACHERS ASSOCIATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ACADEMIC ENRICHMENT PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ACADEMIC SUPPORT PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0300
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt015823
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15802
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt023446
IRS990EZ/SpecialEventsNetIncomeLossAmt025250
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt022399
IRS990EZ/TotalProgramServiceExpensesAmt021625
IRS990EZ/TotalRevenueAmt026829
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01354
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01030
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01413
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01215
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt05012
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt07
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt07
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt06
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt07
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt032
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt048921
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt049352
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt057479
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt047833
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt030697
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0234282
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt07
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt07
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt06
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt07
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt032
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt0239294
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt050275
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt049352
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt058509
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt049246
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt031912
IRS990ScheduleA/Total509Grp/TotalAmt0239294
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt050280
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt049359
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt058516
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt049252
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt031919
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0239326
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt022933
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt031185
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt011475
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt05572
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt048232
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt031185
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt011475
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt05572
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt048232
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0CHIPPE SHOPPE F
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0SPRING FUNDRAIS
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt025299
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt03056
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt022933
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt015985
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03892
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES SCHOOL SUPPLIES 6,235 PTA SUPPLIES 151 BANK CHARGES 34 INSURANCE 100 TEACHER APPRECIATION 561 FALL OPEN HOUSE 729 6TH GRADE PARTY 619 BUS - FIELD TRIPS 1,120 STATE FEES 25 PATROL 120 SPECIALISTS 700 CHARGE STATION 3,000 ARTIST IN RESIDENCE 7,007 POSTAGE 253 TEACHER CONFERENCES 480 MINI COURSES 540 TOTAL 21,674
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1LINE 10 RANDY SHAVER CANCER FUND - 100 PARTNERSHIP PLAN - 200
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KIM JELINEK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06513517586
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine10PTA MINNESOTA CONGRESSOAK PARK PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAM
ReturnHeader/Filer/EIN0900250836
ReturnHeader/Filer/PhoneNum06513517586
ReturnHeader/Filer/USAddress/AddressLine106355 OSMAN AVE N
ReturnHeader/Filer/USAddress/City0STILLWATER
ReturnHeader/Filer/USAddress/State0MN
ReturnHeader/Filer/USAddress/ZIPCode055082
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0412023477
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10ELIZABETH WEAVER LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101060 CURVE CREST BLVD W
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0STILLWATER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode055082
ReturnHeader/PreparerPersonGrp/PhoneNum06514391077
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELIZABETH WEAVER CPA
ReturnHeader/ReturnTs02014-11-17T09:14:15-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

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Filings