Civic Intelligence

Hugo Oneka Elementary PTA

990EZ • Fiscal year 2020 • EIN 11-3700650

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 03, 2020

4888 Heritage Parkway NorthHugo, MN 55038

(651) 288-1800

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

53rd percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

70th percentile

20%

Higher net margin than 70% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

60th percentile

12%

Faster asset growth than 60% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

37th percentile

-28%

Faster revenue growth than 37% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$103,746

Up $10,733 (+12%) from 2019

Net Assets

Up

$103,746

Up $10,733 (+12%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$53,238

Down $20,604 (-28%) from 2019

Expenses

Down

$42,504

Down $8,255 (-16%) from 2019

Net Income

Down

$10,734

Down $12,349 (-53%) from 2019

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2012: $30,842Liabilities 2012: $02012Assets 2013: $44,200Liabilities 2013: $02013Assets 2014: $32,665Liabilities 2014: $02014Assets 2015: $42,225Liabilities 2015: $0Net Assets 2015: $42,2252015Assets 2016: $50,356Liabilities 2016: $0Net Assets 2016: $50,3562016Assets 2017: $66,301Liabilities 2017: $0Net Assets 2017: $66,3012017Assets 2018: $69,930Liabilities 2018: $0Net Assets 2018: $69,9302018Assets 2019: $93,013Liabilities 2019: $0Net Assets 2019: $93,0132019Assets 2020: $103,746Liabilities 2020: $0Net Assets 2020: $103,7462020Assets 2021: $96,231Liabilities 2021: $0Net Assets 2021: $96,2312021Assets 2022: $28,447Liabilities 2022: $0Net Assets 2022: $28,4472022Assets 2023: $43,389Liabilities 2023: $0Net Assets 2023: $43,3892023Assets 2024: $50,843Liabilities 2024: $0Net Assets 2024: $50,8432024Assets 2025: $31,023Liabilities 2025: $0Net Assets 2025: $31,0232025

Highlighted filing

2020

Assets$103,746
Liabilities$0
Net Assets$103,746

Operations Trend

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

$100K$50K$0-$50K-$100KRevenue 2012: $42,828Expenses 2012: $43,681Net Income 2012: -$8532012Revenue 2013: $43,335Expenses 2013: $29,977Net Income 2013: $13,3582013Revenue 2014: $41,329Expenses 2014: $52,864Net Income 2014: -$11,5352014Revenue 2015: $64,082Expenses 2015: $54,519Net Income 2015: $9,5632015Revenue 2016: $61,511Expenses 2016: $53,381Net Income 2016: $8,1302016Revenue 2017: $60,062Expenses 2017: $44,117Net Income 2017: $15,9452017Revenue 2018: $45,970Expenses 2018: $42,344Net Income 2018: $3,6262018Revenue 2019: $73,842Expenses 2019: $50,759Net Income 2019: $23,0832019Revenue 2020: $53,238Expenses 2020: $42,504Net Income 2020: $10,7342020Revenue 2021: $36,770Expenses 2021: $44,285Net Income 2021: -$7,5152021Revenue 2022: -$4,713Expenses 2022: $63,071Net Income 2022: -$67,7842022Revenue 2023: $20,715Expenses 2023: $73,726Net Income 2023: -$53,0112023Revenue 2024: $24,349Expenses 2024: $16,895Net Income 2024: $7,4542024Revenue 2025: $4,884Expenses 2025: $24,704Net Income 2025: -$19,8202025

Highlighted filing

2020

Revenue$53,238
Expenses$42,504
Net Income$10,734
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 3, 2020
Return Version
2019v5.1
Gross Receipts
$88,633
Mission and Program Overview

Mission

To promote the welfare of children and youth in home, school, community and place of worship.

Program Services

DescriptionGrantsExpenses
SPONSORSHIP OF CLASSROOM SUPPORT AND SUPPLIES$0$38,713
SPONSORSHIP OF SCHOOL FIELD TRIPS AND PTA EVENTS$0$1,860
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LORI MOSSERPrincipal-$0--
JASON HEALYPrincipal-$0--
BRIAN MORRISPrincipal-$0--
CHRISSI MILLERVice President-$0--
KATIE JONESSecretary-$0--
TONI BRANDVOLDCo-Treasuerer-$0--
LAUREN SCHLEICHERPresident-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$69,575$69,575$34,120$35,455
Fall Festival$15,382$15,382-$15,382
Total Events$84,957$84,957$34,120$50,837
Filing and Contact Details

Filer

Filer Name
Hugo Elementary Pta
EIN
11-3700650
Phone
6512881800
Address
4888 HERITAGE PARKWAY NORTH, HUGO, MN 55038

Signing Officer

Name
Lauren Schleicher
Title
President
Phone
6512881800
Signed
2020-11-03
Discuss with paid preparer
Yes

Preparer

Firm
Boeckermann Grafstrom & Mayer LLC
Address
4470 W 78TH ST CIRCLE STE 200, BLOOMINGTON, MN 55435-5416
Preparer
Mida Nichelson
Phone
9528442500
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

Description: miscellaneous. Amount: 145.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: 5th grade grad party. Amount: 100. Description: all school book clubs. Amount: 1,125. Description: artist in residence. Amount: 5,500. Description: artist in residence - art supplies. Amount: 563. Description: boss/student council. Amount: 294. Description: classroom magazine subscriptions. Amount: 1,965. Description: classroom support. Amount: 12,806. Description: enrichment assembly. Amount: 650. Description: fifth grade graduation. Amount: 71. Description: intervention support. Amount: 5,886. Description: music department. Amount: 507. Description: patrol. Amount: 285. Description: phy-ed support. Amount: 1,154. Description: special funding requests. Amount: 2,268. Description: special request. Amount: 736. Description: staff appreciation. Amount: 397. Description: technology-subscriptions. Amount: 2,734. Description: wargo nature center. Amount: 1,672. Description: pta social events. Amount: 1,860. Description: pta operating expenses. Amount: 1,766. Description: insurance. Amount: 165. Total to form 990-ez, line 16: 42,504.

Raw XML Appendix204 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/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LORI MOSSER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHRISSI MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KATIE JONES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5TONI BRANDVOLD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6LAUREN SCHLEICHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRINCIPAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRINCIPAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRINCIPAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5CO-TREASUERER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PRESIDENT
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt042504
IRS990EZ/OtherRevenueTotalAmt0145
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IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE THE WELFARE OF CHILDREN AND YOUTH IN HOME, SCHOOL, COMMUNITY AND PLACE OF WORSHIP.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SPONSORSHIP OF SCHOOL FIELD TRIPS AND PTA EVENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt038713
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11860
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt035395
IRS990EZ/SpecialEventsNetIncomeLossAmt051352
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MN
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990ScheduleG/AgrmtProfFundraisingActyInd01
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BOOSTERTHON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FALL FESTIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt069575
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt015382
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt069575
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IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: MISCELLANEOUS. AMOUNT: 145.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: 5TH GRADE GRAD PARTY. AMOUNT: 100. DESCRIPTION: ALL SCHOOL BOOK CLUBS. AMOUNT: 1,125. DESCRIPTION: ARTIST IN RESIDENCE. AMOUNT: 5,500. DESCRIPTION: ARTIST IN RESIDENCE - ART SUPPLIES. AMOUNT: 563. DESCRIPTION: BOSS/STUDENT COUNCIL. AMOUNT: 294. DESCRIPTION: CLASSROOM MAGAZINE SUBSCRIPTIONS. AMOUNT: 1,965. DESCRIPTION: CLASSROOM SUPPORT. AMOUNT: 12,806. DESCRIPTION: ENRICHMENT ASSEMBLY. AMOUNT: 650. DESCRIPTION: FIFTH GRADE GRADUATION. AMOUNT: 71. DESCRIPTION: INTERVENTION SUPPORT. AMOUNT: 5,886. DESCRIPTION: MUSIC DEPARTMENT. AMOUNT: 507. DESCRIPTION: PATROL. AMOUNT: 285. DESCRIPTION: PHY-ED SUPPORT. AMOUNT: 1,154. DESCRIPTION: SPECIAL FUNDING REQUESTS. AMOUNT: 2,268. DESCRIPTION: SPECIAL REQUEST. AMOUNT: 736. DESCRIPTION: STAFF APPRECIATION. AMOUNT: 397. DESCRIPTION: TECHNOLOGY-SUBSCRIPTIONS. AMOUNT: 2,734. DESCRIPTION: WARGO NATURE CENTER. AMOUNT: 1,672. DESCRIPTION: PTA SOCIAL EVENTS. AMOUNT: 1,860. DESCRIPTION: PTA OPERATING EXPENSES. AMOUNT: 1,766. DESCRIPTION: INSURANCE. AMOUNT: 165. TOTAL TO FORM 990-EZ, LINE 16: 42,504.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LAUREN SCHLEICHER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06512881800
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HUGO ELEMENTARY PTA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0DBA ONEKA ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0HUGO
ReturnHeader/Filer/EIN0113700650
ReturnHeader/Filer/PhoneNum06512881800
ReturnHeader/Filer/USAddress/AddressLine1Txt04888 HERITAGE PARKWAY NORTH
ReturnHeader/Filer/USAddress/CityNm0HUGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055038
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C35F4EE9C28ECE57D08ADFAF777BB991846AD035
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04195F38DCCF8B17905F91C2BB59E873A0546EE77
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.113.248.212
ReturnHeader/FilingSecurityInformation/IPDt02020-11-03
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm014:16:46
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200472826
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BOECKERMANN GRAFSTROM & MAYER LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04470 W 78TH ST CIRCLE STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BLOOMINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0554355416
ReturnHeader/PreparerPersonGrp/PhoneNum09528442500
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MIDA NICHELSON
ReturnHeader/ReturnTs02020-11-18T13:52:47-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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.$0.31$0.00$0.31$0.05$0.25$0.20
2024Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.24$0.17$0.07
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.43$0.00$0.43$0.21$0.74$0.53
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.28$0.00$0.28$0.05$0.63$0.68
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.96$0.00$0.96$0.37$0.44$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.53$0.43$0.11
2019Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.74$0.51$0.23
2018Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.46$0.42$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.60$0.44$0.16
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.50$0.00$0.50$0.62$0.53$0.08
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.42$0.00$0.42$0.64$0.55$0.10
2014Summary only. Only limited summary data is available for this year.$0.33$0.00$0.41$0.53$0.12
2013Summary only. Only limited summary data is available for this year.$0.44$0.00$0.43$0.30$0.13
2012Summary only. Only limited summary data is available for this year.$0.31$0.00$0.43$0.44$0.01