Civic Intelligence

Excelsior Elementary PTO Inc.

990EZ • Fiscal year 2023 • EIN 26-1614614

Jul 01, 2022 to Jun 30, 2023 • Filed on Oct 02, 2023

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

78th percentile

25%

Higher net margin than 78% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

72nd percentile

18%

Faster asset growth than 72% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

73rd percentile

32%

Faster revenue growth than 73% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$128,100

Up $19,784 (+18%) from 2022

Net Assets

Up

$128,100

Up $19,784 (+18%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$80,043

Up $19,632 (+32%) from 2022

Expenses

Up

$60,259

Up $11,331 (+23%) from 2022

Net Income

Up

$19,784

Up $8,301 (+72%) from 2022

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

2023

Assets$128,100
Liabilities-
Net Assets$128,100

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

2023

Revenue$80,043
Expenses$60,259
Net Income$19,784
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 2, 2023
Return Version
2022v5.0
Gross Receipts
$103,587
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.-$38,008
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

Employees

NameTitleFull / Part TimeBaseOtherTotal
KIRSTYN SANSOMPresident-$0--
ANA BARTZVice President-$0--
JENNIFER STEINGASTreasurer-$0--
BECKY CORNELIUSPast President-$0--
JENNIFER GRISWOLD STEINGASDirector-$0--
JENNA SCHULTZDirector-$0--
TRACY PENNDirector-$0--
JIAO LIZAKOWSKIDirector-$0--
KELLY HAYES ERICKSONDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dance Fit$52,722$52,722$4,050$48,672
Secret Shop$23,465$23,465$11,384$12,081
Total Events$96,023$96,023$23,544$72,479
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
2023-10-02
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 $206

Other Expenses.1012

Insurance $938

Other Expenses.1

Classroom/education costs $27439

Other Expenses.2

Enrichment activities $5491

Other Expenses.3

Recognitions-staff / volunteer $3508

Other Expenses.4

OTHER PROGRAM COSTS $996

Other Expenses.5

5th grade recognition $574

Other Expenses.6

OPERATING EXPENSES $402

Other Expenses.7

FILING AND BANK FEES $30

Other Assets.1010

Inventories - Beginning $23375 Inventories - Ending $13995

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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
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $938
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CLASSROOM/EDUCATION COSTS $27439
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ENRICHMENT ACTIVITIES $5491
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5RECOGNITIONS-STAFF / VOLUNTEER $3508
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ReturnHeader/ReturnTs02023-10-02T12:32:11-07:00
ReturnHeader/ReturnTypeCd0990EZ
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ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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