Civic Intelligence

Southview PTO

990EZ • Fiscal year 2015 • EIN 32-0089713

Sep 01, 2014 to Aug 31, 2015 • Filed on Sep 15, 2015

Refreshing map…

225 W 4th StWaconia, MN 55387

(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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

82nd percentile

26%

Higher net margin than 82% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

90th percentile

91%

Faster asset growth than 90% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

44th percentile

-2.6%

Faster revenue growth than 44% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$30,060

Up $14,284 (+91%) from 2014

Net Assets

Up

$30,060

Up $14,284 (+91%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$54,367

Down $1,430 (-2.6%) from 2014

Expenses

Down

$40,087

Down $20,743 (-34%) from 2014

Net Income

Up

$14,280

Up $19,313 (+384%) from 2014

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

2015

Assets$30,060
Liabilities-
Net Assets$30,060

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

2015

Revenue$54,367
Expenses$40,087
Net Income$14,280
Jump To
Filing Snapshot
Filing Period
Sep 1, 2014 to Aug 31, 2015
Signed
Sep 15, 2015
Return Version
2014v5.0
Gross Receipts
$70,711
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 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 TECHNOLOGY FOR THE CLASSROOMS.-$40,087
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEANNA ELDREDSecretary-$0--
JILL DERNERTreasurer-$0--
TARA KOOSMANPresident-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fit-a-thon$40,293$40,293$4,722$35,571
Parents Night O$14,819$14,819$2,370$12,449
Total Events$64,142$64,142$13,884$50,258
Filing and Contact Details

Filer

Filer Name
Southview Pto
EIN
32-0089713
Phone
9522404748
Address
225 W 4TH ST, WACONIA, MN 55387

Signing Officer

Name
Tara Koosman
Title
President
Phone
9522404748
Signed
2015-09-15
Discuss with paid preparer
Yes

Preparer

Firm
Schad Lindstrand & Schuth Ltd
Address
1721 10TH ST E, GLENCOE, MN 55336
Preparer
Mona M Platt CPA
Phone
3208646166
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses office expenses 337 4th grade mixer 400 book buddy program 600 field trip expense 4,067 information technology 14,310 kinder-mixer 279 miscellaneous 145 residencies 5,050 safety patrol 1,527 speaking expenses 100 appreciations 35 teacher appreciation 168 video expense 575 facilities & equipment 5,769 parent resources 125 playground supplies 3,168 labels for education 4 total 36,659

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 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 technology for the classrooms.

Raw XML Appendix160 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JILL DERNER
IRS990EZ/BooksInCareOfDetail/PhoneNum09524424942
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01049 GUSTY DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WACONIA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd055387
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt015780
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt030060
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0722
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt014280
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0480
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt015780
IRS990EZ/Form990TotalAssetsGrp/EOYAmt030060
IRS990EZ/FundraisingGrossIncomeAmt069989
IRS990EZ/GrossReceiptsAmt070711
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt015780
IRS990EZ/NetAssetsOrFundBalancesEOYAmt030060
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt015780
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt030060
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DEANNA ELDRED
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JILL DERNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TARA KOOSMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt036659
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/PrintingPublicationsPostageAmt02948
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 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 TECHNOLOGY FOR THE CLASSROOMS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt040087
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt016344
IRS990EZ/SpecialEventsNetIncomeLossAmt053645
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt040087
IRS990EZ/TotalProgramServiceExpensesAmt040087
IRS990EZ/TotalRevenueAmt054367
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/AppointElectMajorityOfficerInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ExerciseDirectionPoliciesInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ParentSupportedOrgInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE SUPPORTED ORGANIZATION (TAXPAYER) HAS A SIGNIFICANT VOICE IN THE ORGANIZATION'S (SOUTHVIEW ELEMENTARY SCHOOL ISD 110) INCOME OR ASSETS AT ALL TIMES DURING THE TAX YEAR.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE ORGANIZATION (SOUTHVIEW ELEMENTARY SCHOOL ISD 110) HAS THE POWER TO APPOINT OR ELECT OFFICERS OF THE SUPPORTED ORGANIZATION (TAXPAYER)
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE ORGANIZATION (SOUTHVIEW ELEMENTARY SCHOOL ISD 110) EXERCISE A SUBSTANTIAL DEGREE OF DIRECTION OVER THE SUPPORTED ORGANIZATION (TAXPAYER)
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION E, LINE 3A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART IV, SECTION E, LINE 3B
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0416000476
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc0SCHOOL
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0SOUTHVIEW ELEMENTARY SCHOOL ISD 110
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0SOUTHVIEW ELEMENTARY SCHOOL ISD 110
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt013884
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FIT-A-THON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0PARENTS NIGHT O
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt040293
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt014819
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt09030
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt064142
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt040293
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt014819
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt09030
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt064142
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt050258
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt06792
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt013884
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04722
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02370
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE EXPENSES 337 4TH GRADE MIXER 400 BOOK BUDDY PROGRAM 600 FIELD TRIP EXPENSE 4,067 INFORMATION TECHNOLOGY 14,310 KINDER-MIXER 279 MISCELLANEOUS 145 RESIDENCIES 5,050 SAFETY PATROL 1,527 SPEAKING EXPENSES 100 APPRECIATIONS 35 TEACHER APPRECIATION 168 VIDEO EXPENSE 575 FACILITIES & EQUIPMENT 5,769 PARENT RESOURCES 125 PLAYGROUND SUPPLIES 3,168 LABELS FOR EDUCATION 4 TOTAL 36,659
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 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 TECHNOLOGY 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/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TARA KOOSMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09522404748
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-09-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTHVIEW PTO
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0320089713
ReturnHeader/Filer/PhoneNum09522404748
ReturnHeader/Filer/USAddress/AddressLine1Txt0225 W 4TH ST
ReturnHeader/Filer/USAddress/CityNm0WACONIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055387
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0411465735
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCHAD LINDSTRAND & SCHUTH LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01721 10TH ST E
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GLENCOE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055336
ReturnHeader/PreparerPersonGrp/PhoneNum03208646166
ReturnHeader/PreparerPersonGrp/PreparationDt02015-09-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MONA M PLATT CPA
ReturnHeader/ReturnTs02015-10-15T08:26:21-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-09-01
ReturnHeader/TaxPeriodEndDt02015-08-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings