Civic Intelligence

Excelsior Elementary PTO Inc.

990EZ • Fiscal year 2019 • EIN 26-1614614

Jul 01, 2018 to Jun 30, 2019 • Filed on Sep 13, 2019

Organization ProfileN/A
P O 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

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

16th percentile

-20%

Higher net margin than 16% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

22nd percentile

-18%

Faster asset growth than 22% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

21st percentile

-24%

Faster revenue growth than 21% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$58,115

Down $13,168 (-18%) from 2018

Net Assets

Down

$58,115

Down $13,168 (-18%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin16th percentile

Revenue

Down

$66,776

Down $21,572 (-24%) from 2018

Expenses

Down

$79,944

Down $5,652 (-6.6%) from 2018

Net Income

Down

-$13,168

Down $15,920 (-578%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth22nd 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

2019

Assets$58,115
Liabilities$0
Net Assets$58,115
Open 2019 Filing

Operations Trend

Revenue Growth21st 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

2019

Revenue$66,776
Expenses$79,944
Net Income-$13,168
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Sep 13, 2019
Return Version
2018v3.1
Gross Receipts
$113,724
Mission and Program Overview

Mission

Promoteenrich education needs

Program Services

DescriptionGrantsExpenses
ADDITIONAL SCHOOL PROGRAM SUPPORT - THE PTO SUPPORTS OTHER EFFORTS AT THE SCHOOL INCLUDING AUDITORIUM PROGRAMS 5TH GRADE RECOGNITION READING INCENTIVES THE IMAGINATION FAIR ETC-$65,081
ENRICHMENT REQUESTS - PTO FUNDS AN EQUAL AMOUNT TO EACH GRADE LEVEL TO USE FOR AN ADDITIONAL ACTIVITY MEANT TO ENRICH AND STRETCH THE EDUCATIONAL EXPERIENCE FOR STUDENTS-$13,151
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATIE MCCARTNEYPresidentPT$0--
BECKY CORNELIUSVice PresidentPT$0--
MELISSA SAIGHDirectorPT$0--
KATIE BARNESDirector-$0--
JENNIFER STEINGASTreasurerPT$0--
KATIE BENSONDirector-$0--
JENNA SCHULTZDirector-$0--
SHONNA TRAVISDirector-$0--
BETH ROBERTSON-MARTINPast PresidentPT$0--
KATE HAARDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Read a Thon$58,485$58,485$3,230$55,255
School Suppl$3,540$3,540$3,326$214
Total Events$76,016$76,016$15,634$60,382
Filing and Contact Details

Filer

Filer Name
Excelsior Pto Inc
EIN
26-1614614
Address
P O BOX 621, EXCELSIOR, MN 55331

Signing Officer

Name
Jennifer Steingas
Title
Treasurer
Phone
9524015650
Signed
2019-09-13
Discuss with paid preparer
Yes

Preparer

Firm
Accounting & Tax Associates Inc
Address
1700 N Broadway Ste 106, Rochester, MN 55906
Preparer
JoAnn Schoen EA
Phone
5072815128
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description amountprevious year exp adj 373”

List of grants and similar amounts paid Part I line 10

“Activity school support grantee minnetonka foundation street 5621 cty rd 101 city, state, zip minnetonka, mn 55345relationship none amount 1,000”

Description of other expenses Part I line 16

“Description amountallocations for classroom 43,171enrichment activities-cultural 13,150directory 405community building 10,039lunch debt 1,500hospitality 2,310insurance 7235th grade recognition 3,777state registration 25office supplies & misc 368bank fees/misc 11recognitions-staff & volunteer 2,880”

Description of other assets Part II line 24

“Category beginning of year end of yearstore inventory 7,286 8,613”

Raw XML Appendix248 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt07286
IRS990EZ/OtherAssetsTotalDetail/EOYAmt08613
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ENRICHMENT REQUESTS - PTO FUNDS AN EQUAL AMOUNT TO EACH GRADE LEVEL TO USE FOR AN ADDITIONAL ACTIVITY MEANT TO ENRICH AND STRETCH THE EDUCATIONAL EXPERIENCE FOR STUDENTS
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IRS990EZ/TypeOfOrganizationAssocInd0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTPREVIOUS YEAR EXP ADJ 373
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY SCHOOL SUPPORT GRANTEE MINNETONKA FOUNDATION STREET 5621 CTY RD 101 CITY, STATE, ZIP MINNETONKA, MN 55345RELATIONSHIP NONE AMOUNT 1,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION AMOUNTALLOCATIONS FOR CLASSROOM 43,171ENRICHMENT ACTIVITIES-CULTURAL 13,150DIRECTORY 405COMMUNITY BUILDING 10,039LUNCH DEBT 1,500HOSPITALITY 2,310INSURANCE 7235TH GRADE RECOGNITION 3,777STATE REGISTRATION 25OFFICE SUPPLIES & MISC 368BANK FEES/MISC 11RECOGNITIONS-STAFF & VOLUNTEER 2,880
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CATEGORY BEGINNING OF YEAR END OF YEARSTORE INVENTORY 7,286 8,613
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of other assets Part II line 24
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ReturnHeader/FilingSecurityInformation/IPDt02019-09-18
ReturnHeader/FilingSecurityInformation/IPTm013:09:20
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0411504445
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Accounting & Tax Associates Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01700 N Broadway Ste 106
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Rochester
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055906
ReturnHeader/PreparerPersonGrp/PhoneNum05072815128
ReturnHeader/PreparerPersonGrp/PreparationDt02019-09-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JoAnn Schoen EA
ReturnHeader/ReturnTs02019-09-18T13:07:59-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$58,115
Liabilities
$0
Net assets
$58,115
Revenue
$66,776
Expenses
$79,944
Net income
-$13,168
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