Carver Elementary PTO

990EZ • Fiscal year 2018 • EIN 02-0692033

Jul 01, 2017 to Jun 30, 2018 • Filed on Aug 16, 2018

Organization Profile N/A

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.

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2018

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

-74%

Higher net margin than 6% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

No value available

This filing does not contain officer compensation rows.

Source year 2018

-29%

Faster asset growth than 16% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

17%

Faster revenue growth than 70% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet

Liabilities / AssetsScore unavailable

Assets

Down

$61,220

Down $24,507 (-29%) from 2017

Net Assets

Down

$61,220

Down $24,507 (-29%) from 2017

Liabilities

Flat

Flat from 2017

Revenue And Expenses

Liabilities / RevenueScore unavailable Net Margin6th percentile

Revenue

$32,936

Up $4,703 (+17%) from 2017

Expenses

$57,443

Up $32,840 (+133%) from 2017

Net Income

Down

-$24,507

Down $28,137 (-775%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

Highlighted filing

2018

Assets$61,220

Liabilities$0

Net Assets$61,220

Open 2018 Filing

Operations Trend

Revenue Growth70th percentile

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

Highlighted filing

2018

Revenue$32,936

Expenses$57,443

Net Income-$24,507

Open 2018 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2017 to Jun 30, 2018
Signed: Aug 16, 2018
Return Version: 2017v2.3
Gross Receipts: $32,936

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

Description	Grants	Expenses
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.	-	$44,652

Compensation and Service Providers

Top Officer PayScore unavailable

Employees

Name	Title	Full / Part Time	Base	Other	Total
LISA IMSDAHL	Co-Chair Tea	-	$0	-	-
CARLA PERINO	Co-Chair - T	-	$0	-	-
KRISTIN MERSBERGER	Treasurer	-	$0	-	-
CLARA RUSCH	Co-President	-	$0	-	-
KATE BRAZIL	Co-President	-	$0	-	-
LISA KINSEY	Secretart	-	$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: 2018-08-16
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 11,703 insurance 555 student assemblies 24,620 classroom supplies 7,239 yearbook expenses 1,723 fundraising expense 11,070 total 56,910”

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 Appendix153 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/ActivitiesNotPreviouslyRptInd	0	false
IRS990EZ/BooksInCareOfDetail/PersonNm	0	KRISTEN MERSBERGER
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	6517028200
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt	0	2680 UPPER AFTON ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm	0	MAPLEWOOD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd	0	MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd	0	55119
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	85727
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	61220
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	false
IRS990EZ/ContributionsGiftsGrantsEtcAmt	0	4155
IRS990EZ/DonorAdvisedFndsInd	0	false
IRS990EZ/EngagedInExcessBenefitTransInd	0	false
IRS990EZ/ExcessOrDeficitForYearAmt	0	-24507
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt	0	410
IRS990EZ/FiledScheduleAInd	0	true
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form1120PolFiledInd	0	false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	85727
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	61220
IRS990EZ/GrossReceiptsAmt	0	32936
IRS990EZ/InfoInScheduleOPartIIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InvestmentIncomeAmt	0	19
IRS990EZ/LobbyingActivitiesInd	0	false
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	85727
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	61220
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	85727
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	61220
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	3	000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	4	000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	5	000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	5	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	LISA IMSDAHL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	CARLA PERINO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	KRISTIN MERSBERGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	CLARA RUSCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	4	KATE BRAZIL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	5	LISA KINSEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	CO-CHAIR TEA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	CO-CHAIR - T
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	4	CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	5	SECRETART
IRS990EZ/OperateHospitalInd	0	false
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	false
IRS990EZ/OrganizationHadUBIInd	0	false
IRS990EZ/OtherExpensesTotalAmt	0	56910
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	false
IRS990EZ/PrimaryExemptPurposeTxt	0	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.
IRS990EZ/PrintingPublicationsPostageAmt	0	123
IRS990EZ/ProgramServiceRevenueAmt	0	28762
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	44652
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SchoolOperatingInd	0	false
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TotalExpensesAmt	0	57443
IRS990EZ/TotalProgramServiceExpensesAmt	0	44652
IRS990EZ/TotalRevenueAmt	0	32936
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	false
IRS990EZ/TypeOfOrganizationCorpInd	0	X
IRS990EZ/WebsiteAddressTxt	0	N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt	0	4155
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt	0	1080
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt	0	2287
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt	0	6993
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt	0	1848
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt	0	16363
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt	0	28781
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt	0	27153
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt	0	48884
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt	0	52574
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt	0	157392
IRS990ScheduleA/InvestmentIncomeCYPct	0	0.00000
IRS990ScheduleA/InvestmentIncomePYPct	0	0.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind	0	X
IRS990ScheduleA/PublicSupportCY509Pct	0	1.00000
IRS990ScheduleA/PublicSupportPY509Pct	0	1.00000
IRS990ScheduleA/PublicSupportTotal509Amt	0	173755
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind	0	X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt	0	32936
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt	0	28233
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt	0	51171
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt	0	59567
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt	0	1848
IRS990ScheduleA/Total509Grp/TotalAmt	0	173755
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt	0	32936
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt	0	28233
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt	0	51171
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt	0	59567
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt	0	1848
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt	0	173755
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	EXPENSES OFFICE 11,703 INSURANCE 555 STUDENT ASSEMBLIES 24,620 CLASSROOM SUPPLIES 7,239 YEARBOOK EXPENSES 1,723 FUNDRAISING EXPENSE 11,070 TOTAL 56,910
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	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.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS	0	2018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	KRISTIN MERSBERGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	6517028200
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2018-08-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	CARVER ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt	0	CARV
ReturnHeader/Filer/EIN	0	020692033
ReturnHeader/Filer/PhoneNum	0	6517028200
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	2680 UPPER AFTON ROAD
ReturnHeader/Filer/USAddress/CityNm	0	MAPLEWOOD
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	MN
ReturnHeader/Filer/USAddress/ZIPCd	0	55119
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	BD5DFB9C173AAEC634808AFEFEB70958912D2DBE
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	7C6C52BCA01E3BAA48D9D2914947BC490EAFA77D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	65.156.45.58
ReturnHeader/FilingSecurityInformation/IPDt	0	2018-08-30
ReturnHeader/FilingSecurityInformation/IPTimezoneCd	0	CD
ReturnHeader/FilingSecurityInformation/IPTm	0	12:05:48
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	274596483
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	MAGILL ACCOUNTING & TAX LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	21 CENTURY AVE SOUTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	MAPLEWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	551195200
ReturnHeader/PreparerPersonGrp/PhoneNum	0	6515012050
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2018-08-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	JEFFREY P BEARTH
ReturnHeader/ReturnTs	0	2018-08-30T12:05:48-05:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2017-07-01
ReturnHeader/TaxPeriodEndDt	0	2018-06-30
ReturnHeader/TaxYr	0	2017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $61,220
Liabilities: $0
Net assets: $61,220
Revenue: $32,936
Expenses: $57,443
Net income: -$24,507

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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
2018Detailed filing. Detailed filing data is available for this year.	$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
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$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