Civic Intelligence

Carver Elementary PTO

990EZ • Fiscal year 2016 • EIN 02-0692033

Jul 01, 2015 to Jun 30, 2016 • Filed on Jul 20, 2016

2680 Upper Afton RoadMaplewood, MN 55119

(651) 702-8200

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

90th percentile

43%

Higher net margin than 90% 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

80th percentile

35%

Faster asset growth than 80% of similar nonprofits.

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

Revenue Growth

85th percentile

47%

Faster revenue growth than 85% of similar nonprofits.

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

Assets

Up

$82,097

Up $21,100 (+35%) from 2015

Net Assets

Up

$82,097

Up $21,100 (+35%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$48,884

Up $15,625 (+47%) from 2015

Expenses

Up

$27,784

Up $10,787 (+63%) from 2015

Net Income

Up

$21,100

Up $4,838 (+30%) from 2015

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2011: $23,220Net Assets 2011: $23,2202011Assets 2013: $34,239Liabilities 2013: $0Net Assets 2013: $34,2392013Assets 2014: $44,735Liabilities 2014: $02014Assets 2015: $60,997Liabilities 2015: $0Net Assets 2015: $60,9972015Assets 2016: $82,097Liabilities 2016: $0Net Assets 2016: $82,0972016Assets 2017: $85,727Liabilities 2017: $0Net Assets 2017: $85,7272017Assets 2018: $61,220Liabilities 2018: $0Net Assets 2018: $61,2202018Assets 2019: $51,370Liabilities 2019: $0Net Assets 2019: $51,3702019Assets 2020: $45,572Liabilities 2020: $0Net Assets 2020: $45,5722020Assets 2021: $33,939Liabilities 2021: $0Net Assets 2021: $33,9392021Assets 2022: $24,905Liabilities 2022: $0Net Assets 2022: $24,9052022Assets 2023: $20,204Liabilities 2023: $0Net Assets 2023: $20,2042023Assets 2024: $26,517Liabilities 2024: $0Net Assets 2024: $26,5172024Assets 2025: $36,653Net Assets 2025: $36,6532025

Highlighted filing

2016

Assets$82,097
Liabilities$0
Net Assets$82,097

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $32,345Expenses 2011: $35,475Net Income 2011: -$3,1302011Revenue 2013: $26,773Expenses 2013: $21,012Net Income 2013: $5,7612013Revenue 2014: $27,997Expenses 2014: $17,500Net Income 2014: $10,4972014Revenue 2015: $33,259Expenses 2015: $16,997Net Income 2015: $16,2622015Revenue 2016: $48,884Expenses 2016: $27,784Net Income 2016: $21,1002016Revenue 2017: $28,233Expenses 2017: $24,603Net Income 2017: $3,6302017Revenue 2018: $32,936Expenses 2018: $57,443Net Income 2018: -$24,5072018Revenue 2019: $25,507Expenses 2019: $35,357Net Income 2019: -$9,8502019Revenue 2020: $27,381Expenses 2020: $33,179Net Income 2020: -$5,7982020Revenue 2021: $4,339Expenses 2021: $15,972Net Income 2021: -$11,6332021Revenue 2022: $7,923Expenses 2022: $16,957Net Income 2022: -$9,0342022Revenue 2023: $20,791Expenses 2023: $25,492Net Income 2023: -$4,7012023Revenue 2024: $18,429Expenses 2024: $12,116Net Income 2024: $6,3132024Revenue 2025: $17,859Expenses 2025: $7,723Net Income 2025: $10,1362025

Highlighted filing

2016

Revenue$48,884
Expenses$27,784
Net Income$21,100
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jul 20, 2016
Return Version
2015v2.1
Gross Receipts
$48,884
Mission and Program Overview

Mission

The organization works to enchance the student educational experience at carver elementary school through participation in charitable and fundraising programs. The activities help to create an effective relationship between parents, students, staff and community.

Program Services

DescriptionGrantsExpenses
THE PTO WORKS TO ENHANCE THE STUDENT EDUCATIONAL EXPERIENCE AT CARVER ELEMENTARY SCHOOL. PUBLIC MEETINGS ARE HELD MONTHLY AT THE SCHOOL FROM SEPTEMBER THROUGH MAY TO ENHANCE COMMUNICATION, PROMOTE INVOLVEMENT AND PROVIDE SUPPORT TO SCHOOL FAMILIES. FUNDRAISING IS CONDUCTED TO RAISE MONEY TO SUPPORT EACH CLASSROOM THROUGH PURCHASING NEEDED SUPPLIES, PROVIDE FIELD TRIPS FOR EACH GRADE LEVEL, ADDITIONAL PROGRAMMING AND SCHOOL ASSEMBLIES FOR THE STUDENTS.-$27,379
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATE MCDONALDCo-Chair Tea-$0--
COLLEEN MONAHANCo-Chair, Pa-$0--
KRISTIN MERSBERGERTreasurer-$0--
MARY LAWSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Carver Elementary Pto
EIN
02-0692033
Phone
6517028200
Address
2680 UPPER AFTON ROAD, MAPLEWOOD, MN 55119

Signing Officer

Name
Kristin Mersberger
Title
Treasurer
Phone
6517028200
Signed
2016-07-20
Discuss with paid preparer
Yes

Preparer

Firm
Magill Accounting & Tax LLC
Address
21 CENTURY AVE SOUTH, MAPLEWOOD, MN 55119-5200
Preparer
Jeffrey P Bearth
Phone
6515012050
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses office 657 insurance 510 student assemblies 425 classroom supplies 5,237 yearbook expenses 2,544 fundraising expense 17,286 school store expenses 720 total 27,379

Form 990-ez, Part III

The organization works to enchance the student educational experience at carver elementary school through participation in charitable and fundraising programs. The activities help to create an effective relationship between parents, students, staff and community.

Form 990-ez, Part III, Line 28

The pto works to enhance the student educational experience at carver elementary school. Public meetings are held monthly at the school from september through may to enhance communication, promote involvement and provide support to school families. Fundraising is conducted to raise money to support each classroom through purchasing needed supplies, provide field trips for each grade level, additional programming and school assemblies for the students.

Raw XML Appendix135 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/PersonNm0KRISTEN MERSBERGER
IRS990EZ/BooksInCareOfDetail/PhoneNum06517028200
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02680 UPPER AFTON ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MAPLEWOOD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd055119
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt060997
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt082097
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02287
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt021100
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0405
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt060997
IRS990EZ/Form990TotalAssetsGrp/EOYAmt082097
IRS990EZ/GrossReceiptsAmt048884
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt042
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt060997
IRS990EZ/NetAssetsOrFundBalancesEOYAmt082097
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt060997
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt082097
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KATE MCDONALD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1COLLEEN MONAHAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KRISTIN MERSBERGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARY LAW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-CHAIR TEA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-CHAIR, PA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt027379
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION WORKS TO ENCHANCE THE STUDENT EDUCATIONAL EXPERIENCE AT CARVER ELEMENTARY SCHOOL THROUGH PARTICIPATION IN CHARITABLE AND FUNDRAISING PROGRAMS. THE ACTIVITIES HELP TO CREATE AN EFFECTIVE RELATIONSHIP BETWEEN PARENTS, STUDENTS, STAFF AND COMMUNITY.
IRS990EZ/ProgramServiceRevenueAmt046555
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE PTO WORKS TO ENHANCE THE STUDENT EDUCATIONAL EXPERIENCE AT CARVER ELEMENTARY SCHOOL. PUBLIC MEETINGS ARE HELD MONTHLY AT THE SCHOOL FROM SEPTEMBER THROUGH MAY TO ENHANCE COMMUNICATION, PROMOTE INVOLVEMENT AND PROVIDE SUPPORT TO SCHOOL FAMILIES. FUNDRAISING IS CONDUCTED TO RAISE MONEY TO SUPPORT EACH CLASSROOM THROUGH PURCHASING NEEDED SUPPLIES, PROVIDE FIELD TRIPS FOR EACH GRADE LEVEL, ADDITIONAL PROGRAMMING AND SCHOOL ASSEMBLIES FOR THE STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt027379
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt027784
IRS990EZ/TotalProgramServiceExpensesAmt027379
IRS990EZ/TotalRevenueAmt048884
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02287
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt06993
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01848
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02391
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03079
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt016598
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt048884
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt052574
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0101458
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0118056
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt051171
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt059567
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01848
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02391
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt03079
IRS990ScheduleA/Total509Grp/TotalAmt0118056
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt051171
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt059567
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01848
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt02391
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt03079
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0118056
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE 657 INSURANCE 510 STUDENT ASSEMBLIES 425 CLASSROOM SUPPLIES 5,237 YEARBOOK EXPENSES 2,544 FUNDRAISING EXPENSE 17,286 SCHOOL STORE EXPENSES 720 TOTAL 27,379
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION WORKS TO ENCHANCE THE STUDENT EDUCATIONAL EXPERIENCE AT CARVER ELEMENTARY SCHOOL THROUGH PARTICIPATION IN CHARITABLE AND FUNDRAISING PROGRAMS. THE ACTIVITIES HELP TO CREATE AN EFFECTIVE RELATIONSHIP BETWEEN PARENTS, STUDENTS, STAFF AND COMMUNITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PTO WORKS TO ENHANCE THE STUDENT EDUCATIONAL EXPERIENCE AT CARVER ELEMENTARY SCHOOL. PUBLIC MEETINGS ARE HELD MONTHLY AT THE SCHOOL FROM SEPTEMBER THROUGH MAY TO ENHANCE COMMUNICATION, PROMOTE INVOLVEMENT AND PROVIDE SUPPORT TO SCHOOL FAMILIES. FUNDRAISING IS CONDUCTED TO RAISE MONEY TO SUPPORT EACH CLASSROOM THROUGH PURCHASING NEEDED SUPPLIES, PROVIDE FIELD TRIPS FOR EACH GRADE LEVEL, ADDITIONAL PROGRAMMING AND SCHOOL ASSEMBLIES FOR THE STUDENTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KRISTIN MERSBERGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06517028200
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-07-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARVER ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0CARV
ReturnHeader/Filer/EIN0020692033
ReturnHeader/Filer/PhoneNum06517028200
ReturnHeader/Filer/USAddress/AddressLine1Txt02680 UPPER AFTON ROAD
ReturnHeader/Filer/USAddress/CityNm0MAPLEWOOD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055119
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0274596483
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MAGILL ACCOUNTING & TAX LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt021 CENTURY AVE SOUTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MAPLEWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0551195200
ReturnHeader/PreparerPersonGrp/PhoneNum06515012050
ReturnHeader/PreparerPersonGrp/PreparationDt02016-07-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY P BEARTH
ReturnHeader/ReturnTs02016-07-29T09:07:27-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$36.7$36.7$17.9$7.72$10.1
2024Detailed filing. Detailed filing data is available for this year.$26.5$0.00$26.5$18.4$12.1$6.31
2023Detailed filing. Detailed filing data is available for this year.$20.2$0.00$20.2$20.8$25.5$4.70
2022Detailed filing. Detailed filing data is available for this year.$24.9$0.00$24.9$7.92$17.0$9.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.9$0.00$33.9$4.34$16.0$11.6
2020Detailed filing. Detailed filing data is available for this year.$45.6$0.00$45.6$27.4$33.2$5.80
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$51.4$0.00$51.4$25.5$35.4$9.85
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$61.2$0.00$61.2$32.9$57.4$24.5
2017Detailed filing. Detailed filing data is available for this year.$85.7$0.00$85.7$28.2$24.6$3.63
2016Detailed filing. Detailed filing data is available for this year.$82.1$0.00$82.1$48.9$27.8$21.1
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$61.0$0.00$61.0$33.3$17.0$16.3
2014Summary only. Only limited summary data is available for this year.$44.7$0.00$28.0$17.5$10.5
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$34.2$0.00$34.2$26.8$21.0$5.76
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.2$23.2$32.3$35.5$3.13