Civic Intelligence

Southview PTO

990EZ • Fiscal year 2014 • EIN 32-0089713

Sep 01, 2013 to Aug 31, 2014 • Filed on Sep 15, 2014

225 W 4th St55387

(952) 240-4748

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 2014

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2014

Net Margin

24th percentile

-9.0%

Higher net margin than 24% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

18th percentile

-24%

Faster asset growth than 18% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

30th percentile

-12%

Faster revenue growth than 30% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$15,776

Down $5,033 (-24%) from 2013

Net Assets

Down

$15,776

Down $5,033 (-24%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$55,797

Down $7,844 (-12%) from 2013

Expenses

Up

$60,830

Up $403 (+0.7%) from 2013

Net Income

Down

-$5,033

Down $8,247 (-257%) from 2013

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2013: $20,809Net Assets 2013: $20,8092013Assets 2014: $15,776Net Assets 2014: $15,7762014Assets 2015: $30,060Net Assets 2015: $30,0602015Assets 2016: $33,235Net Assets 2016: $33,2352016Assets 2017: $28,068Net Assets 2017: $28,0682017Assets 2018: $11,704Net Assets 2018: $11,7042018Assets 2019: $21,642Net Assets 2019: $21,6422019Assets 2020: $47,200Net Assets 2020: $47,2002020Assets 2021: $46,514Liabilities 2021: $0Net Assets 2021: $46,5142021Assets 2022: $18,696Net Assets 2022: $18,6962022Assets 2024: $33,828Net Assets 2024: $33,8282024

Highlighted filing

2014

Assets$15,776
Liabilities-
Net Assets$15,776

Operations Trend

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

$100K$50K$0-$50KRevenue 2013: $63,641Expenses 2013: $60,427Net Income 2013: $3,2142013Revenue 2014: $55,797Expenses 2014: $60,830Net Income 2014: -$5,0332014Revenue 2015: $54,367Expenses 2015: $40,087Net Income 2015: $14,2802015Revenue 2016: $63,108Expenses 2016: $59,933Net Income 2016: $3,1752016Revenue 2017: $52,614Expenses 2017: $57,781Net Income 2017: -$5,1672017Revenue 2018: $38,060Expenses 2018: $54,423Net Income 2018: -$16,3632018Revenue 2019: $58,134Expenses 2019: $48,195Net Income 2019: $9,9392019Revenue 2020: $43,806Expenses 2020: $18,248Net Income 2020: $25,5582020Revenue 2021: $31,813Expenses 2021: $32,499Net Income 2021: -$6862021Revenue 2022: $49,385Expenses 2022: $77,203Net Income 2022: -$27,8182022Revenue 2024: $65,461Expenses 2024: $70,704Net Income 2024: -$5,2432024

Highlighted filing

2014

Revenue$55,797
Expenses$60,830
Net Income-$5,033
Jump To
Filing Snapshot
Filing Period
Sep 1, 2013 to Aug 31, 2014
Signed
Sep 15, 2014
Return Version
2013v3.1
Gross Receipts
$71,077
Mission and Program Overview

Mission

To provide support for the teachers and to enhance the education and the learning environment for the children attending southview elementary school.

Program Services

DescriptionGrantsExpenses
WE SPONSORED TWO MAIN FUNDRAISERS. IN THE FALL OUR FIT-A-THON RAISED MONEY THROUGH PLEDGES, WHILE ENCOURAGING THE CHILDREN TO STAY FIT AND MAKE HEALTHY CHOICES. MONEY RAISED WAS USED FOR CLASSROOM LIBRAIRIES AND TECHNOLOGY. OUR SECOND FUNDRAISER WAS OUR PARENTS' NIGHT OUT AND AUCTION IN THE SPRING. THE MONEY RAISED WAS USED FOR STUDY ISLAND, ACCELERATED READING AND ADDITIONAL BOOKS FOR THE CLASSROOMS.-$60,830
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KAMRA MICHELSecretary-$0--
JILL DERNERTreasurer-$0--
CURT SCHRAMMVice Preside-$0--
TARA KOOSMANPresident-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$40,663$40,663$5,136$35,527
Event 2$11,389$11,389$2,498$8,891
Total Events$61,961$61,961$13,166$48,795
Filing and Contact Details

Filer

EIN
32-0089713
Phone
9522404748

Signing Officer

Name
Tara Koosman
Title
President
Phone
9522404748
Signed
2014-09-15
Discuss with paid preparer
Yes

Preparer

Preparer
Mona M Platt CPA
Phone
3208646166
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses office expenses 11 4th grade mixer 376 bank fees 4 book buddy program 600 equipment rental & maint 544 field trip expense 4,862 information technology 14,564 kinder-mixer 327 miscellaneous 4,033 residencies 6,590 safety patrol 1,328 speaking expenses 200 appreciations 218 teacher appreciation 88 video expense 1,100 classroom libraries 20,500 lockers 2,400 total 57,745

Form 990-ez, Part III

To provide support for the teachers and to enhance the education and the learning environment for the children attending southview elementary school.

Form 990-ez, Part III, Line 28

We sponsored two main fundraisers. In the fall our fit-a-thon raised money through pledges, while encouraging the children to stay fit and make healthy choices. Money raised was used for classroom librairies and technology. Our second fundraiser was our parents' night out and auction in the spring. The money raised was used for study island, accelerated reading and additional books for the classrooms.

Raw XML Appendix145 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0KAMRA MICHEL
CompensationExplanation/CompensationExplanationGrp/PersonNm1JILL DERNER
CompensationExplanation/CompensationExplanationGrp/PersonNm2CURT SCHRAMM
CompensationExplanation/CompensationExplanationGrp/PersonNm3TARA KOOSMAN
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JILL DERNER
IRS990EZ/BooksInCareOfDetail/PhoneNum09524424942
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine101049 GUSTY DR
IRS990EZ/BooksInCareOfDetail/USAddress/City0WACONIA
IRS990EZ/BooksInCareOfDetail/USAddress/State0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode055387
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt020809
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt015776
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt06428
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5033
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0910
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt020809
IRS990EZ/Form990TotalAssetsGrp/EOYAmt015776
IRS990EZ/FundraisingGrossIncomeAmt064649
IRS990EZ/GrossReceiptsAmt071077
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt020809
IRS990EZ/NetAssetsOrFundBalancesEOYAmt015776
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt020809
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt015776
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KAMRA MICHEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JILL DERNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CURT SCHRAMM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TARA KOOSMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt057745
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE SUPPORT FOR THE TEACHERS AND TO ENHANCE THE EDUCATION AND THE LEARNING ENVIRONMENT FOR THE CHILDREN ATTENDING SOUTHVIEW ELEMENTARY SCHOOL.
IRS990EZ/PrintingPublicationsPostageAmt02175
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0WE SPONSORED TWO MAIN FUNDRAISERS. IN THE FALL OUR FIT-A-THON RAISED MONEY THROUGH PLEDGES, WHILE ENCOURAGING THE CHILDREN TO STAY FIT AND MAKE HEALTHY CHOICES. MONEY RAISED WAS USED FOR CLASSROOM LIBRAIRIES AND TECHNOLOGY. OUR SECOND FUNDRAISER WAS OUR PARENTS' NIGHT OUT AND AUCTION IN THE SPRING. THE MONEY RAISED WAS USED FOR STUDY ISLAND, ACCELERATED READING AND ADDITIONAL BOOKS FOR THE CLASSROOMS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt060830
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt015280
IRS990EZ/SpecialEventsNetIncomeLossAmt049369
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt060830
IRS990EZ/TotalProgramServiceExpensesAmt060830
IRS990EZ/TotalRevenueAmt055797
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/CertificationInd0X
IRS990ScheduleA/Contribution35ControlledInd0false
IRS990ScheduleA/ContributionControllerInd0false
IRS990ScheduleA/ContributionFamilyInd0false
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0416000476
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc0SCHOOL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt060830
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10SOUTHVIEW ELEMENTARY SCHOOL ISD 110
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd0true
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt060830
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt013166
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt040663
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt011389
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt09909
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt061961
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt040663
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt011389
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt09909
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt061961
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0FIT-A-THON
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0PARENTS NIGHT O
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt048795
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt05532
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt013166
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05136
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02498
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE EXPENSES 11 4TH GRADE MIXER 376 BANK FEES 4 BOOK BUDDY PROGRAM 600 EQUIPMENT RENTAL & MAINT 544 FIELD TRIP EXPENSE 4,862 INFORMATION TECHNOLOGY 14,564 KINDER-MIXER 327 MISCELLANEOUS 4,033 RESIDENCIES 6,590 SAFETY PATROL 1,328 SPEAKING EXPENSES 200 APPRECIATIONS 218 TEACHER APPRECIATION 88 VIDEO EXPENSE 1,100 CLASSROOM LIBRARIES 20,500 LOCKERS 2,400 TOTAL 57,745
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO PROVIDE SUPPORT FOR THE TEACHERS AND TO ENHANCE THE EDUCATION AND THE LEARNING ENVIRONMENT FOR THE CHILDREN ATTENDING SOUTHVIEW ELEMENTARY SCHOOL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2WE SPONSORED TWO MAIN FUNDRAISERS. IN THE FALL OUR FIT-A-THON RAISED MONEY THROUGH PLEDGES, WHILE ENCOURAGING THE CHILDREN TO STAY FIT AND MAKE HEALTHY CHOICES. MONEY RAISED WAS USED FOR CLASSROOM LIBRAIRIES AND TECHNOLOGY. OUR SECOND FUNDRAISER WAS OUR PARENTS' NIGHT OUT AND AUCTION IN THE SPRING. THE MONEY RAISED WAS USED FOR STUDY ISLAND, ACCELERATED READING AND ADDITIONAL BOOKS FOR THE CLASSROOMS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TARA KOOSMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09522404748
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-09-15
ReturnHeader/Filer/BusinessName/BusinessNameLine10SOUTHVIEW PTO
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0320089713
ReturnHeader/Filer/PhoneNum09522404748
ReturnHeader/Filer/USAddress/AddressLine10225 W 4TH ST
ReturnHeader/Filer/USAddress/City0WACONIA
ReturnHeader/Filer/USAddress/State0MN
ReturnHeader/Filer/USAddress/ZIPCode055387
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0411465735
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10SCHAD LINDSTRAND & SCHUTH LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101721 10TH ST E
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0GLENCOE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode055336
ReturnHeader/PreparerPersonGrp/PhoneNum03208646166
ReturnHeader/PreparerPersonGrp/PreparationDt02014-09-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MONA M PLATT CPA
ReturnHeader/ReturnTs02014-10-14T12:39:57-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-09-01
ReturnHeader/TaxPeriodEndDt02014-08-31
ReturnHeader/TaxYr02013

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Filings