Civic Intelligence

Excelsior Elementary PTO Inc.

990EZ • Fiscal year 2021 • EIN 26-1614614

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 01, 2021

PO Box 621Excelsior, MN 55331

(952) 401-5650

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

68th percentile

24%

Higher net margin than 68% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

65th percentile

19%

Faster asset growth than 65% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

23rd percentile

-34%

Faster revenue growth than 23% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$96,833

Up $15,625 (+19%) from 2020

Net Assets

Up

$96,833

Up $15,625 (+19%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$45,776

Down $23,545 (-34%) from 2020

Expenses

Down

$34,986

Down $11,242 (-24%) from 2020

Net Income

Down

$10,790

Down $12,303 (-53%) from 2020

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $106,466Liabilities 2011: $0Net Assets 2011: $106,4662011Assets 2012: $64,120Liabilities 2012: $0Net Assets 2012: $64,1202012Assets 2013: $47,864Liabilities 2013: $0Net Assets 2013: $47,8642013Assets 2014: $50,626Liabilities 2014: $0Net Assets 2014: $50,6262014Assets 2015: $34,806Liabilities 2015: $0Net Assets 2015: $34,8062015Assets 2016: $49,201Liabilities 2016: $0Net Assets 2016: $49,2012016Assets 2017: $68,531Liabilities 2017: $0Net Assets 2017: $68,5312017Assets 2018: $71,283Liabilities 2018: $0Net Assets 2018: $71,2832018Assets 2019: $58,115Liabilities 2019: $0Net Assets 2019: $58,1152019Assets 2020: $81,208Liabilities 2020: $0Net Assets 2020: $81,2082020Assets 2021: $96,833Net Assets 2021: $96,8332021Assets 2022: $108,316Net Assets 2022: $108,3162022Assets 2023: $128,100Net Assets 2023: $128,1002023Assets 2024: $122,055Net Assets 2024: $122,0552024Assets 2025: $109,146Net Assets 2025: $109,1462025

Highlighted filing

2021

Assets$96,833
Liabilities-
Net Assets$96,833

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $87,224Expenses 2011: $64,810Net Income 2011: $22,4142011Revenue 2012: $85,409Expenses 2012: $127,755Net Income 2012: -$42,3462012Revenue 2013: $93,209Expenses 2013: $109,465Net Income 2013: -$16,2562013Revenue 2014: $55,089Expenses 2014: $52,327Net Income 2014: $2,7622014Revenue 2015: $66,480Expenses 2015: $82,300Net Income 2015: -$15,8202015Revenue 2016: $86,390Expenses 2016: $71,995Net Income 2016: $14,3952016Revenue 2017: $84,052Expenses 2017: $64,722Net Income 2017: $19,3302017Revenue 2018: $88,348Expenses 2018: $85,596Net Income 2018: $2,7522018Revenue 2019: $66,776Expenses 2019: $79,944Net Income 2019: -$13,1682019Revenue 2020: $69,321Expenses 2020: $46,228Net Income 2020: $23,0932020Revenue 2021: $45,776Expenses 2021: $34,986Net Income 2021: $10,7902021Revenue 2022: $60,411Expenses 2022: $48,928Net Income 2022: $11,4832022Revenue 2023: $80,043Expenses 2023: $60,259Net Income 2023: $19,7842023Revenue 2024: $88,834Expenses 2024: $94,879Net Income 2024: -$6,0452024Revenue 2025: $68,889Expenses 2025: $81,798Net Income 2025: -$12,9092025

Highlighted filing

2021

Revenue$45,776
Expenses$34,986
Net Income$10,790
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 1, 2021
Return Version
2020v4.0
Gross Receipts
$57,342
Mission and Program Overview

Mission

Promoteenrich education needs

Promote / enrich education needs of students in the excelsior elementary school that is part of independent school district no. 276 in minnetonka, minnesota.

Program Services

DescriptionGrantsExpenses
EACH YEAR, THE ORGANIZATION PROVIDES A GRANT TO ISD #276 TO BE DISTRIBUTED TO EACH GRADE LEVEL AS WELL AS PROVIDING SUPPORT FOR ENGLISH AS A SECOND LANGUAGE PROGRAMS.$19,800$19,800
ADDITIONAL SCHOOL PROGRAM SUPPORT INCLUDING TEACHER GRANTS, 5TH GRADE RECOGNITION, READING INCENTIVES, ETC.$13,390$4,363
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BECKY CORNELIUSPresident-$0--
KOURTNEY ZVANOVECVice President-$0--
JENNIFER STEINGASTreasurer-$0--
KATIE MCCARTNEYPast President-$0--
MELISSA SAIGHDirector-$0--
KIRSTYN SANSOMDirector-$0--
JENNA SCHULTZDirector-$0--
SHONNA TRAVISDirector-$0--
JENNA ANTHONYDirector-$0--
TRACY PENNDirector-$0--
AMANDA BOOTSDirector-$0--
STEPHANY VASSARDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dance Fit$42,908$42,908$4,949$37,959
Total Events$42,908$42,908$4,949$37,959
Filing and Contact Details

Filer

Filer Name
Excelsior Pto Inc
EIN
26-1614614
Phone
9524015650
Address
PO BOX 621, EXCELSIOR, MN 55331

Signing Officer

Name
Jennifer Steingas
Title
Treasurer
Signed
2021-11-01
Discuss with paid preparer
Yes

Preparer

Firm
Trever Sand LLC
Address
40 16TH ST SE STE B, ROCHESTER, MN 55904
Preparer
Trever L Sand
Phone
5072894545
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

Class of Activity: GOVERNMENT | Donee's Name: ISD #276 | Donee's Address: 441 OAK ST ELCELSIOR MN 55331 | Cash Amount Given: $19800

Other Expenses.1002

Office Expenses $349

Other Expenses.1012

Insurance $749

Other Expenses.1

Classroom/education costs $4363

Other Expenses.2

Recognitions-staff / volunteer $3872

Other Expenses.3

5th grade recognition $2390

Other Expenses.4

Enrichment activities $2315

Other Expenses.5

DIRECTORY $450

Other Expenses.6

FILING FEE $25

Other Assets.1010

Inventories - Beginning $10582 Inventories - Ending $15417

Raw XML Appendix242 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: GOVERNMENT | Donee's Name: ISD #276 | Donee's Address: 441 OAK ST ELCELSIOR MN 55331 | Cash Amount Given: $19800
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $349
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $749
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CLASSROOM/EDUCATION COSTS $4363
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4RECOGNITIONS-STAFF / VOLUNTEER $3872
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt55TH GRADE RECOGNITION $2390
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ENRICHMENT ACTIVITIES $2315
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7DIRECTORY $450
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8FILING FEE $25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Inventories - Beginning $10582 Inventories - Ending $15417
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TREVER L SAND
ReturnHeader/ReturnTs02021-11-01T10:45:56-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JENNIFER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STEINGAS
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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.$1.09$1.09$0.69$0.82$0.13
2024Detailed filing. Detailed filing data is available for this year.$1.22$1.22$0.89$0.95$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.28$1.28$0.80$0.60$0.20
2022Detailed filing. Detailed filing data is available for this year.$1.08$1.08$0.60$0.49$0.11
2021Detailed filing. Detailed filing data is available for this year.$0.97$0.97$0.46$0.35$0.11
2020Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.69$0.46$0.23
2019Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.67$0.80$0.13
2018Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.88$0.86$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.84$0.65$0.19
2016Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.86$0.72$0.14
2015Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.66$0.82$0.16
2014Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.55$0.52$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.48$0.00$0.48$0.93$1.09$0.16
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.64$0.00$0.64$0.85$1.28$0.42
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.06$0.00$1.06$0.87$0.65$0.22