Civic Intelligence

Excelsior Elementary PTO Inc.

990EZ • Fiscal year 2024 • EIN 26-1614614

Jul 01, 2023 to Jun 30, 2024 • Filed on Oct 09, 2024

Organization ProfileN/A
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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

30th percentile

-6.8%

Higher net margin than 30% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

39th percentile

-4.7%

Faster asset growth than 39% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

60th percentile

11%

Faster revenue growth than 60% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$122,055

Down $6,045 (-4.7%) from 2023

Net Assets

Down

$122,055

Down $6,045 (-4.7%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin30th percentile

Revenue

Up

$88,834

Up $8,791 (+11%) from 2023

Expenses

Up

$94,879

Up $34,620 (+57%) from 2023

Net Income

Down

-$6,045

Down $25,829 (-131%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

2024

Assets$122,055
Liabilities-
Net Assets$122,055
Open 2024 Filing

Operations Trend

Revenue Growth60th percentile

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

2024

Revenue$88,834
Expenses$94,879
Net Income-$6,045
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 9, 2024
Return Version
2023v5.1
Gross Receipts
$165,807
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
ADDITIONAL SCHOOL PROGRAM SUPPORT INCLUDING CLASSROOM SUPPORT GRANTS, 5TH GRADE RECOGNITION, READING INCENTIVES, ETC.-$52,736
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.$20,000$20,000
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KIRSTYN SANSOMPresident-$0--
ANA BARTZVice President-$0--
JENNIFER STEINGASTreasurer-$0--
BILLY HARTONGDirector-$0--
JENNIFER GRISWOLD STEINGASDirector-$0--
KELLY ERICKSONDirector-$0--
TRACY PENNDirector-$0--
RISA ANDERSENDirector-$0--
BRIDGET REMFERTDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon-dance Fit$72,227$72,227$30,835$41,392
Parents Night Out$41,734$41,734$14,685$27,049
Total Events$151,305$151,305$76,973$74,332
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
2024-10-09
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: $20000”

Other Expenses.1002

“Office Expenses $60”

Other Expenses.1012

“Insurance $938”

Other Expenses.1

“Classroom/education costs $40586”

Other Expenses.2

“Enrichment activities $10749”

Other Expenses.3

“MOSAIC MURAL $10000”

Other Expenses.4

“Recognitions-staff / volunteer $5243”

Other Expenses.5

“5th grade recognition $3081”

Other Expenses.6

“Other program costs $3077”

Other Expenses.7

“OPERATING EXPENSES $395”

Other Expenses.8

“FILING AND BANK FEES $25”

Other Assets.1010

“Inventories - Beginning $13995 Inventories - Ending $25824”

Raw XML Appendix230 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: $20000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $60
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $938
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CLASSROOM/EDUCATION COSTS $40586
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ENRICHMENT ACTIVITIES $10749
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MOSAIC MURAL $10000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6RECOGNITIONS-STAFF / VOLUNTEER $5243
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt75TH GRADE RECOGNITION $3081
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8OTHER PROGRAM COSTS $3077
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9OPERATING EXPENSES $395
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10FILING AND BANK FEES $25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Inventories - Beginning $13995 Inventories - Ending $25824
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.8
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ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER STEINGAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EXCELSIOR PTO INC
ReturnHeader/Filer/BusinessNameControlTxt0EXCE
ReturnHeader/Filer/EIN0261614614
ReturnHeader/Filer/PhoneNum09524015650
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 621
ReturnHeader/Filer/USAddress/CityNm0EXCELSIOR
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055331
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0364588108
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TREVER SAND LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt040 16TH ST SE STE B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROCHESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055904
ReturnHeader/PreparerPersonGrp/PhoneNum05072894545
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TREVER L SAND
ReturnHeader/ReturnTs02024-10-09T14:15:23-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$122,055
Liabilities
-
Net assets
$122,055
Revenue
$88,834
Expenses
$94,879
Net income
-$6,045
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