Civic Intelligence

Valley View Middle School Parent Teacher Organization

990EZ • Fiscal year 2019 • EIN 27-0686111

Aug 01, 2018 to Jul 31, 2019 • Filed on Oct 31, 2019

Organization ProfileWWW.EDINA.K12.MN.US/VALLEYVIEW/PARENTS/PTO.HTML
6750 Valley View RdEdina, MN 55439

(952) 848-3502

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

15th percentile

-22%

Higher net margin than 15% 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

32nd percentile

-7.5%

Faster asset growth than 32% of similar nonprofits.

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

Revenue Growth

20th percentile

-26%

Faster revenue growth than 20% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$44,934

Down $3,666 (-7.5%) from 2018

Net Assets

Down

$44,934

Down $3,666 (-7.5%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin15th percentile

Revenue

Down

$16,369

Down $5,739 (-26%) from 2018

Expenses

Up

$20,035

Up $5,193 (+35%) from 2018

Net Income

Down

-$3,666

Down $10,932 (-150%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$60K$40K$20K$0Assets 2012: $18,809Net Assets 2012: $18,8092012Assets 2013: $20,879Net Assets 2013: $20,8792013Assets 2014: $20,545Liabilities 2014: $0Net Assets 2014: $20,5452014Assets 2015: $25,052Liabilities 2015: $0Net Assets 2015: $25,0522015Assets 2016: $34,374Liabilities 2016: $0Net Assets 2016: $34,3742016Assets 2017: $41,334Liabilities 2017: $0Net Assets 2017: $41,3342017Assets 2018: $48,600Liabilities 2018: $0Net Assets 2018: $48,6002018Assets 2019: $44,934Liabilities 2019: $0Net Assets 2019: $44,9342019Assets 2020: $38,238Liabilities 2020: $0Net Assets 2020: $38,2382020Assets 2021: $12,912Liabilities 2021: $0Net Assets 2021: $12,9122021Assets 2022: $8,975Liabilities 2022: $0Net Assets 2022: $8,9752022Assets 2023: $14,648Liabilities 2023: $0Net Assets 2023: $14,6482023Assets 2024: $15,549Liabilities 2024: $0Net Assets 2024: $15,5492024Assets 2025: $7,772Liabilities 2025: $0Net Assets 2025: $7,7722025

Highlighted filing

2019

Assets$44,934
Liabilities$0
Net Assets$44,934
Open 2019 Filing

Operations Trend

Revenue Growth20th percentile

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

$100K$50K$0-$50KRevenue 2012: $17,608Expenses 2012: $9,495Net Income 2012: $8,1132012Revenue 2013: $14,975Expenses 2013: $12,905Net Income 2013: $2,0702013Revenue 2014: $17,558Expenses 2014: $17,892Net Income 2014: -$3342014Revenue 2015: $18,608Expenses 2015: $14,101Net Income 2015: $4,5072015Revenue 2016: $22,008Expenses 2016: $12,686Net Income 2016: $9,3222016Revenue 2017: $23,599Expenses 2017: $16,639Net Income 2017: $6,9602017Revenue 2018: $22,108Expenses 2018: $14,842Net Income 2018: $7,2662018Revenue 2019: $16,369Expenses 2019: $20,035Net Income 2019: -$3,6662019Revenue 2020: $17,807Expenses 2020: $24,503Net Income 2020: -$6,6962020Revenue 2021: $5,773Expenses 2021: $31,099Net Income 2021: -$25,3262021Revenue 2022: $21,492Expenses 2022: $25,429Net Income 2022: -$3,9372022Revenue 2023: $30,108Expenses 2023: $24,435Net Income 2023: $5,6732023Revenue 2024: $33,399Expenses 2024: $32,498Net Income 2024: $9012024Revenue 2025: $53,710Expenses 2025: $61,487Net Income 2025: -$7,7772025

Highlighted filing

2019

Revenue$16,369
Expenses$20,035
Net Income-$3,666
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2018 to Jul 31, 2019
Signed
Oct 31, 2019
Return Version
2018v3.1
Gross Receipts
$19,261
Mission and Program Overview

Mission

To support and promote academic and extra-curricular activities that enhance student, teacher and staff experiences at valley view middle school.

Program Services

DescriptionGrantsExpenses
STAFF SUPPORT: ALL STAFF MEMBERS BENEFITED$0$13,698
STUDENT AND CLASSROOM ACTIVITIES: STUDENTS BENEFITED 1,100$0$4,193
STUDENT AND ACADEMIC SUPPORT: STUDENTS BENEFITED 1,100$0$3,970
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRANCESCA DUNCANSecretary-$0--
SHAWN DUDLEYPrincipal-$0--
ANNE JENSENPast PresidentPT$0--
GINA LUNDGRENTreasurerPT$0--
KATHY TRAN8th Grade Representative-$0--
AMY SALMON6th Grade Representative-$0--
LIZ GOLDMANPresident/7th Grade RepresentativePT$0--
MELISSA ATKINSON6th Grade Representative-$0--
Filing and Contact Details

Filer

Filer Name
Valley View School Parent Teacher
EIN
27-0686111
Phone
9528483502
Address
6750 VALLEY VIEW RD, EDINA, MN 55439

Signing Officer

Name
Gina Lundgren
Title
Treasurer
Phone
9524121204
Signed
2019-10-31
Discuss with paid preparer
Yes

Preparer

Firm
Ellingson & Ellingson Ltd
Address
5101 VERNON AVE S, EDINA, MN 55436
Preparer
Jane E Ehresmann
Phone
9529290315
Supplemental Narrative

Additional Explanations

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

“Description: interest income. Amount: 26.”

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

“Description: student support. Amount: 1,078. Description: teacher support. Amount: 13,698. Description: classroom events. Amount: 4,193. Description: bank fees. Amount: 119. Description: mn registration. Amount: 25. Description: insurance. Amount: 277. Total to form 990-ez, line 16: 19,390.”

Raw XML Appendix208 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/BooksInCareOfDetail/PhoneNum09524121204
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0EDINA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0FRANCESCA DUNCAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SHAWN DUDLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ANNE JENSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GINA LUNDGREN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KATHY TRAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5AMY SALMON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6LIZ GOLDMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MELISSA ATKINSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRINCIPAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt48TH GRADE REPRESENTATIVE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt56TH GRADE REPRESENTATIVE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PRESIDENT/7TH GRADE REPRESENTATIVE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt76TH GRADE REPRESENTATIVE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt019390
IRS990EZ/OtherRevenueTotalAmt026
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT AND PROMOTE ACADEMIC AND EXTRA-CURRICULAR ACTIVITIES THAT ENHANCE STUDENT, TEACHER AND STAFF EXPERIENCES AT VALLEY VIEW MIDDLE SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENT AND CLASSROOM ACTIVITIES: STUDENTS BENEFITED 1,100
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1STUDENT AND ACADEMIC SUPPORT: STUDENTS BENEFITED 1,100
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2STAFF SUPPORT: ALL STAFF MEMBERS BENEFITED
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04193
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13970
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt213698
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt02892
IRS990EZ/SpecialEventsNetIncomeLossAmt0328
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MN
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt020035
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IRS990EZ/TotalRevenueAmt016369
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0WWW.EDINA.K12.MN.US/VALLEYVIEW/PARENTS/PTO.HTML
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt023576
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt020905
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt017801
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0100380
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt026
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt025
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt023
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt019
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt015
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0108
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt01732
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt03479
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt026
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt025
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt023
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt019
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt015
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0108
IRS990ScheduleA/InvestmentIncomeCYPct00.00100
IRS990ScheduleA/InvestmentIncomePYPct00.00090
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99900
IRS990ScheduleA/PublicSupportPY509Pct00.99910
IRS990ScheduleA/PublicSupportTotal509Amt0103859
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt016015
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt023576
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt022652
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt019533
IRS990ScheduleA/Total509Grp/TotalAmt0103859
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt016041
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt022108
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt023599
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt022671
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt019548
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0103967
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 26.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: STUDENT SUPPORT. AMOUNT: 1,078. DESCRIPTION: TEACHER SUPPORT. AMOUNT: 13,698. DESCRIPTION: CLASSROOM EVENTS. AMOUNT: 4,193. DESCRIPTION: BANK FEES. AMOUNT: 119. DESCRIPTION: MN REGISTRATION. AMOUNT: 25. DESCRIPTION: INSURANCE. AMOUNT: 277. TOTAL TO FORM 990-EZ, LINE 16: 19,390.
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/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GINA LUNDGREN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09524121204
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0VALLEY VIEW SCHOOL PARENT TEACHER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ORGANIZATION
ReturnHeader/Filer/BusinessNameControlTxt0VALL
ReturnHeader/Filer/EIN0270686111
ReturnHeader/Filer/PhoneNum09528483502
ReturnHeader/Filer/USAddress/AddressLine1Txt06750 VALLEY VIEW RD
ReturnHeader/Filer/USAddress/CityNm0EDINA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055439
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0240BD8ACA44F785C4C640DE6507CA84651DC12D7
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.204.56.242
ReturnHeader/FilingSecurityInformation/IPDt02019-10-31
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm016:34:39
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0411399624
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ELLINGSON & ELLINGSON LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05101 VERNON AVE S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EDINA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055436
ReturnHeader/PreparerPersonGrp/PhoneNum09529290315
ReturnHeader/PreparerPersonGrp/PreparationDt02019-10-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JANE E EHRESMANN
ReturnHeader/ReturnTs02019-11-15T08:39:59-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-08-01
ReturnHeader/TaxPeriodEndDt02019-07-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$44,934
Liabilities
$0
Net assets
$44,934
Revenue
$16,369
Expenses
$20,035
Net income
-$3,666
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.77$0.00$7.77$53.7$61.5$7.78
2024Detailed filing. Detailed filing data is available for this year.$15.5$0.00$15.5$33.4$32.5$0.90
2023Detailed filing. Detailed filing data is available for this year.$14.6$0.00$14.6$30.1$24.4$5.67
2022Detailed filing. Detailed filing data is available for this year.$8.98$0.00$8.98$21.5$25.4$3.94
2021Detailed filing. Detailed filing data is available for this year.$12.9$0.00$12.9$5.77$31.1$25.3
2020Detailed filing. Detailed filing data is available for this year.$38.2$0.00$38.2$17.8$24.5$6.70
2019Detailed filing. Detailed filing data is available for this year.$44.9$0.00$44.9$16.4$20.0$3.67
2018Detailed filing. Detailed filing data is available for this year.$48.6$0.00$48.6$22.1$14.8$7.27
2017Detailed filing. Detailed filing data is available for this year.$41.3$0.00$41.3$23.6$16.6$6.96
2016Detailed filing. Detailed filing data is available for this year.$34.4$0.00$34.4$22.0$12.7$9.32
2015Detailed filing. Detailed filing data is available for this year.$25.1$0.00$25.1$18.6$14.1$4.51
2014Detailed filing. Detailed filing data is available for this year.$20.5$0.00$20.5$17.6$17.9$0.33
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.9$20.9$15.0$12.9$2.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.8$18.8$17.6$9.50$8.11