Civic Intelligence

PTA Minnesota Congressoak Park PTA

990EZ • Fiscal year 2015 • EIN 90-0250836

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 11, 2015

Organization ProfileN/A
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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

13th percentile

-27%

Higher net margin than 13% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

15th percentile

-29%

Faster asset growth than 15% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

55th percentile

3.9%

Faster revenue growth than 55% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$18,657

Down $7,607 (-29%) from 2014

Net Assets

Down

$18,657

Down $7,607 (-29%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin13th percentile

Revenue

Up

$27,882

Up $1,053 (+3.9%) from 2014

Expenses

Up

$35,489

Up $13,090 (+58%) from 2014

Net Income

Down

-$7,607

Down $12,037 (-272%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

2015

Assets$18,657
Liabilities$0
Net Assets$18,657
Open 2015 Filing

Operations Trend

Revenue Growth55th percentile

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

2015

Revenue$27,882
Expenses$35,489
Net Income-$7,607
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 11, 2015
Return Version
2014v5.0
Gross Receipts
$50,174
Mission and Program Overview

Mission

Parent teachers association

Program Services

DescriptionGrantsExpenses
ACADEMIC ENRICHMENT PROGRAMS$270$19,585
ACADEMIC SUPPORT PROGRAMS-$14,721
Compensation and Service Providers
Top Officer Pay75th 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$30,749$30,749$14,206$16,543
Spring Fundrais$9,318$9,318$1,992$7,326
Total Events$40,067$40,067$16,198$23,869
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
2015-11-11

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 6,070 teacher supplies 2,500 pta supplies 99 bank charges 8 dues & subscriptions 481 insurance 100 teacher appreciation 518 fall open house 94 6th grade party 1,708 bus - field trips 1,719 state fees 25 specialists 1,400 school improvements 11,200 artist in residence 6,001 postage 20 teacher conferences 372 lego league 2,284 student appreciation 170 total 34,769”

Form 990-ez, Part III

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

Raw XML Appendix167 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/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/BOYAmt026264
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt018657
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03516
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-7607
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0450
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt026264
IRS990EZ/Form990TotalAssetsGrp/EOYAmt018657
IRS990EZ/FundraisingGrossIncomeAmt046111
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0270
IRS990EZ/GrossReceiptsAmt050174
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt07
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0540
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt026264
IRS990EZ/NetAssetsOrFundBalancesEOYAmt018657
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt026264
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt018657
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/OtherExpensesTotalAmt034769
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PARENT TEACHERS ASSOCIATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ACADEMIC ENRICHMENT PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ACADEMIC SUPPORT PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0270
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt019585
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt114721
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt022292
IRS990EZ/SpecialEventsNetIncomeLossAmt023819
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt035489
IRS990EZ/TotalProgramServiceExpensesAmt034306
IRS990EZ/TotalRevenueAmt027882
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03516
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01354
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01030
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01413
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt07313
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt07
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt07
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt06
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt030
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt046658
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt048921
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt049352
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt057479
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt047833
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0250243
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt07
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt07
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt06
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt030
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt0257556
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt050174
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt050275
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt049352
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt058509
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt049246
IRS990ScheduleA/Total509Grp/TotalAmt0257556
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt050179
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt050280
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt049359
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt058516
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt049252
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0257586
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt016198
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CHIPPE SHOPPE F
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SPRING FUNDRAIS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt030749
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt09318
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt040067
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt030749
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt09318
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt040067
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt023869
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt016198
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt014206
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01992
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES SCHOOL SUPPLIES 6,070 TEACHER SUPPLIES 2,500 PTA SUPPLIES 99 BANK CHARGES 8 DUES & SUBSCRIPTIONS 481 INSURANCE 100 TEACHER APPRECIATION 518 FALL OPEN HOUSE 94 6TH GRADE PARTY 1,708 BUS - FIELD TRIPS 1,719 STATE FEES 25 SPECIALISTS 1,400 SCHOOL IMPROVEMENTS 11,200 ARTIST IN RESIDENCE 6,001 POSTAGE 20 TEACHER CONFERENCES 372 LEGO LEAGUE 2,284 STUDENT APPRECIATION 170 TOTAL 34,769
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/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KIM JELINEK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06513517586
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-11
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/PreparationDt02015-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELIZABETH WEAVER CPA
ReturnHeader/ReturnTs02015-11-11T12:43:03-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,657
Liabilities
$0
Net assets
$18,657
Revenue
$27,882
Expenses
$35,489
Net income
-$7,607
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